First-hand SEC EDGAR 13F-HR institutional holdings: the top 25 holders ranked by market value, plus the largest adds and trims this quarter. Quarter 2026-03-31.
| Filer | Shares | Market Value | Δ Shares | Change |
|---|---|---|---|---|
Ascentis Independent AdvisorsCIK 0001845003 | 400 | $27.00 | +400 | NEW |
| Filer | Δ Shares | Value |
|---|---|---|
Ascentis Independent AdvisorsNEW | +400 | $27.00 |