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 |
|---|---|---|---|---|
Symphony Financial, Ltd. Co.CIK 0001800687 | 73,352 | $165.41K | +2,578 | ↑ INC |
JANE STREET GROUP, LLCCIK 0001595888 | 57,485 | $129.92K | +57,485 | NEW |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 55,708 | $125.90K | +52,458 | ↑ INC |
XTX Topco LtdCIK 0001828301 | 34,048 | $76.95K | -2,304 | ↓ DEC |
SUSQUEHANNA INTERNATIONAL GROUP, LLPCIK 0001446194 | 32,529 | $73.52K | -79,581 | ↓ DEC |
CITADEL ADVISORS LLCCIK 0001423053 | 19,835 | $44.83K | -98,381 | ↓ DEC |
McGowan Group Asset Management, Inc.CIK 0001633227 | 18,609 | $42.06K | +6,112 | ↑ INC |
Selective Wealth Management, Inc.CIK 0001755670 | 12,806 | $32.78K | -2,100 | ↓ DEC |
Allworth Financial LPCIK 0001555170 | 14,542 | $32.43K | +5,000 | ↑ INC |
Jaffetilchin Investment Partners, LLCCIK 0001404652 | 10,000 | $22.60K | +10,000 | NEW |
OSAIC HOLDINGS, INC.CIK 0001677044 | 4,500 | $10.17K | – | no_change |
SouthState Bank CorpCIK 0000764038 | 3,939 | $8.78K | – | no_change |
Western Wealth Management, LLCCIK 0001767902 | 2,095 | $4.74K | +2,095 | NEW |
Rockefeller Capital Management L.P.CIK 0001739439 | 1,244 | $2.81K | +88 | ↑ INC |
MORGAN STANLEYCIK 0000895421 | 1,000 | $2.26K | -6,301 | ↓ DEC |
IFP Advisors, IncCIK 0001641866 | 1,000 | $2.26K | +1,000 | NEW |
HARBOUR INVESTMENTS, INC.CIK 0000810121 | 800 | $1.81K | +700 | ↑ INC |
UBS Group AGCIK 0001610520 | 747 | $1.69K | – | no_change |
New England Capital Financial Advisors LLCCIK 0001964652 | 700 | $1.58K | – | no_change |
HRT FINANCIAL LPCIK 0001475597 | 23,944 | $54.00 | +604 | ↑ INC |
ACADIAN ASSET MANAGEMENT LLCCIK 0000916542 | 20,316 | $45.00 | -8,289 | ↓ DEC |
Caitong International Asset Management Co., LtdCIK 0001963355 | 1 | $2.00 | +1 | NEW |
WELLS FARGO & COMPANY/MNCIK 0000072971 | 0 | $1.00 | – | sold_all |
| Filer | Δ Shares | Value |
|---|---|---|
JANE STREET GROUP, LLCNEW | +57,485 | $129.92K |
BANK OF AMERICA CORP /DE/↑ INC | +52,458 | $125.90K |
Jaffetilchin Investment Partners, LLCNEW | +10,000 | $22.60K |
McGowan Group Asset Management, Inc.↑ INC | +6,112 | $42.06K |
Allworth Financial LP↑ INC | +5,000 | $32.43K |
Symphony Financial, Ltd. Co.↑ INC | +2,578 | $165.41K |
Western Wealth Management, LLCNEW | +2,095 | $4.74K |
IFP Advisors, IncNEW | +1,000 | $2.26K |
HARBOUR INVESTMENTS, INC.↑ INC | +700 | $1.81K |
HRT FINANCIAL LP↑ INC | +604 | $54.00 |
| Filer | Δ Shares | Value |
|---|---|---|
CITADEL ADVISORS LLC↓ DEC | -98,381 | $44.83K |
SUSQUEHANNA INTERNATIONAL GROUP, LLP↓ DEC | -79,581 | $73.52K |
ACADIAN ASSET MANAGEMENT LLC↓ DEC | -8,289 | $45.00 |
MORGAN STANLEY↓ DEC | -6,301 | $2.26K |
XTX Topco Ltd↓ DEC | -2,304 | $76.95K |
Selective Wealth Management, Inc.↓ DEC | -2,100 | $32.78K |
WELLS FARGO & COMPANY/MNsold_all | 0 | $1.00 |