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 |
|---|---|---|---|---|
Ashton Thomas Private Wealth, LLCCIK 0002019663 | 239,537 | $1.17M | -5,000 | ↓ DEC |
Welch Group, LLCCIK 0001443095 | 16,370 | $79.56K | – | no_change |
McGowan Group Asset Management, Inc.CIK 0001633227 | 13,111 | $64.11K | -18,544 | ↓ DEC |
CITADEL ADVISORS LLCCIK 0001423053 | 12,175 | $59.54K | -5,285 | ↓ DEC |
OSAIC HOLDINGS, INC.CIK 0001677044 | 9,901 | $48.42K | -2,156 | ↓ DEC |
CWM, LLCCIK 0001535847 | 7,196 | $34.97K | +7,196 | NEW |
MORGAN STANLEYCIK 0000895421 | 5,202 | $25.44K | +4,900 | ↑ INC |
JPMORGAN CHASE & COCIK 0000019617 | 1,300 | $6.66K | – | no_change |
UBS Group AGCIK 0001610520 | 610 | $2.98K | -301 | ↓ DEC |
CHILTON CAPITAL MANAGEMENT LLCCIK 0001056859 | 331 | $1.61K | – | no_change |
HARBOUR INVESTMENTS, INC.CIK 0000810121 | 117 | $571.00 | +1 | ↑ INC |
WELLS FARGO & COMPANY/MNCIK 0000072971 | 0 | $1.00 | -508 | sold_all |
| Filer | Δ Shares | Value |
|---|---|---|
CWM, LLCNEW | +7,196 | $34.97K |
MORGAN STANLEY↑ INC | +4,900 | $25.44K |
HARBOUR INVESTMENTS, INC.↑ INC | +1 | $571.00 |
| Filer | Δ Shares | Value |
|---|---|---|
McGowan Group Asset Management, Inc.↓ DEC | -18,544 | $64.11K |
CITADEL ADVISORS LLC↓ DEC | -5,285 | $59.54K |
Ashton Thomas Private Wealth, LLC↓ DEC | -5,000 | $1.17M |
OSAIC HOLDINGS, INC.↓ DEC | -2,156 | $48.42K |
WELLS FARGO & COMPANY/MNsold_all | -508 | $1.00 |
UBS Group AG↓ DEC | -301 | $2.98K |