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 |
|---|---|---|---|---|
Dorsey & Whitney Trust CO LLCCIK 0001384042 | 37,533 | $518.71K | – | no_change |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 32,843 | $453.89K | +12,202 | ↑ INC |
VANGUARD FIDUCIARY TRUST COCIK 0000933478 | 6,180 | $85.41K | +6,180 | NEW |
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119 | 6,151 | $85.01K | +6,151 | NEW |
UBS Group AGCIK 0001610520 | 3,474 | $48.01K | +3,152 | ↑ INC |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COCIK 0001141802 | 741 | $10.24K | -486 | ↓ DEC |
JPMORGAN CHASE & COCIK 0000019617 | 66 | $1.02K | – | no_change |
OSAIC HOLDINGS, INC.CIK 0001677044 | 50 | $691.00 | +50 | NEW |
BlackRock, Inc.CIK 0002012383 | 35 | $484.00 | – | no_change |
Caitong International Asset Management Co., LtdCIK 0001963355 | 15 | $207.00 | +15 | NEW |
SBI Securities Co., Ltd.CIK 0001851815 | 5 | $69.00 | – | no_change |
EVOLUTION WEALTH MANAGEMENT INC.CIK 0002010029 | 3 | $41.00 | – | no_change |
| Filer | Δ Shares | Value |
|---|---|---|
RAYMOND JAMES FINANCIAL INC↑ INC | +12,202 | $453.89K |
VANGUARD FIDUCIARY TRUST CONEW | +6,180 | $85.41K |
VANGUARD CAPITAL MANAGEMENT LLCNEW | +6,151 | $85.01K |
UBS Group AG↑ INC | +3,152 | $48.01K |
OSAIC HOLDINGS, INC.NEW | +50 | $691.00 |
Caitong International Asset Management Co., LtdNEW | +15 | $207.00 |
| Filer | Δ Shares | Value |
|---|---|---|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO↓ DEC | -486 | $10.24K |