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 |
|---|---|---|---|---|
SANDERS MORRIS HARRIS LLCCIK 0001053994 | 1,806,422 | $22.00M | +667,879 | ↑ INC |
TWO SIGMA INVESTMENTS, LPCIK 0001179392 | 1,134,271 | $13.82M | +792,722 | ↑ INC |
ARES MANAGEMENT LLCCIK 0001259313 | 826,646 | $10.07M | +238,395 | ↑ INC |
UBS Group AGCIK 0001610520 | 796,747 | $9.70M | +795,750 | ↑ INC |
FRANKLIN RESOURCES INCCIK 0000038777 | 627,133 | $7.64M | +209,466 | ↑ INC |
LPL Financial LLCCIK 0001403438 | 454,592 | $5.54M | +180,033 | ↑ INC |
North Ground CapitalCIK 0002055446 | 448,919 | $5.47M | -52,759 | ↓ DEC |
Cetera Investment AdvisersCIK 0001666741 | 311,557 | $3.79M | +144,882 | ↑ INC |
Sigma Planning CorpCIK 0001449126 | 207,539 | $2.53M | +73,847 | ↑ INC |
Alpine Global Management, LLCCIK 0001581655 | 206,069 | $2.51M | -42,035 | ↓ DEC |
BlackRock, Inc.CIK 0002012383 | 178,434 | $2.17M | -152,485 | ↓ DEC |
FJ Capital Management LLCCIK 0001599170 | 171,058 | $2.08M | +171,058 | NEW |
Clayton Partners LLCCIK 0001550509 | 170,000 | $2.07M | +100,714 | ↑ INC |
OSAIC HOLDINGS, INC.CIK 0001677044 | 148,639 | $1.81M | +55,150 | ↑ INC |
Legacy Wealth Managment, LLC/IDCIK 0002045082 | 138,174 | $1.68M | +3,767 | ↑ INC |
MILLENNIUM MANAGEMENT LLCCIK 0001273087 | 126,079 | $1.54M | -326,150 | ↓ DEC |
DIVERSIFY WEALTH MANAGEMENT, LLCCIK 0002030780 | 114,384 | $1.41M | +114,384 | NEW |
RIVERBRIDGE PARTNERS LLCCIK 0001112325 | 113,574 | $1.38M | +7,861 | ↑ INC |
BARCLAYS PLCCIK 0000312069 | 110,413 | $1.34M | +110,413 | NEW |
U.S. Capital Wealth Advisors, LLCCIK 0001808915 | 109,672 | $1.34M | -787 | ↓ DEC |
Rockport Wealth LLCCIK 0002022866 | 106,073 | $1.29M | +33,413 | ↑ INC |
Merit Financial Group, LLCCIK 0001621225 | 101,976 | $1.24M | +28,039 | ↑ INC |
COMMONWEALTH EQUITY SERVICES, LLCCIK 0000312272 | 100,435 | $1.22M | +36,566 | ↑ INC |
Arkadios Wealth AdvisorsCIK 0001800798 | 96,445 | $1.17M | +5,249 | ↑ INC |
Private Advisor Group, LLCCIK 0001567755 | 93,540 | $1.14M | +62,514 | ↑ INC |
| Filer | Δ Shares | Value |
|---|---|---|
UBS Group AG↑ INC | +795,750 | $9.70M |
TWO SIGMA INVESTMENTS, LP↑ INC | +792,722 | $13.82M |
VAN ECK ASSOCIATES CORPNEW | +674,175 | $8.21K |
SANDERS MORRIS HARRIS LLC↑ INC | +667,879 | $22.00M |
ARES MANAGEMENT LLC↑ INC | +238,395 | $10.07M |
FRANKLIN RESOURCES INC↑ INC | +209,466 | $7.64M |
LPL Financial LLC↑ INC | +180,033 | $5.54M |
FJ Capital Management LLCNEW | +171,058 | $2.08M |
Cetera Investment Advisers↑ INC | +144,882 | $3.79M |
DIVERSIFY WEALTH MANAGEMENT, LLCNEW | +114,384 | $1.41M |
| Filer | Δ Shares | Value |
|---|---|---|
MILLENNIUM MANAGEMENT LLC↓ DEC | -326,150 | $1.54M |
MARSHALL WACE, LLP↓ DEC | -265,031 | $1.09M |
BlackRock, Inc.↓ DEC | -152,485 | $2.17M |
PRICE T ROWE ASSOCIATES INC /MD/↓ DEC | -150,716 | $161.00 |
North Ground Capital↓ DEC | -52,759 | $5.47M |
Alpine Global Management, LLC↓ DEC | -42,035 | $2.51M |
Trexquant Investment LP↓ DEC | -32,176 | $412.46K |
Focus Partners Advisor Solutions, LLC↓ DEC | -23,069 | $221.86K |
Diversify Advisory Services, LLC↓ DEC | -22,424 | $865.25K |
SUSQUEHANNA INTERNATIONAL GROUP, LLP↓ DEC | -18,959 | $373.00K |