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 |
|---|---|---|---|---|
PFG Investments, LLCCIK 0001973224 | 201,000 | $757.77K | +201,000 | NEW |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 200,656 | $756.47K | +200,656 | NEW |
MARSHALL WACE, LLPCIK 0001318757 | 200,359 | $755.36K | +200,359 | NEW |
ROYAL BANK OF CANADACIK 0001000275 | 171,961 | $648.00K | +171,961 | NEW |
Integrated Wealth Concepts LLCCIK 0001737109 | 86,815 | $327.29K | +86,815 | NEW |
VALLEY FORGE INVESTMENT CONSULTANTS INC ADVCIK 0000920655 | 77,698 | $292.92K | +77,698 | NEW |
BANK OF MONTREAL /CAN/CIK 0000927971 | 62,900 | $237.13K | +62,900 | NEW |
CAPTRUST FINANCIAL ADVISORSCIK 0001512024 | 62,367 | $235.12K | +32,367 | ↑ INC |
UBS Group AGCIK 0001610520 | 61,517 | $231.92K | +61,517 | NEW |
OSAIC HOLDINGS, INC.CIK 0001677044 | 39,991 | $150.76K | +39,991 | NEW |
Patriot Financial Group Insurance Agency, LLCCIK 0001694883 | 37,000 | $139.49K | +37,000 | NEW |
COMMONWEALTH EQUITY SERVICES, LLCCIK 0000312272 | 33,350 | $125.73K | +33,350 | NEW |
Cetera Investment AdvisersCIK 0001666741 | 31,400 | $118.38K | +31,400 | NEW |
McKinley Carter Wealth Services, Inc.CIK 0001484265 | 30,892 | $116.46K | +30,892 | NEW |
TD Waterhouse Canada Inc.CIK 0001999606 | 23,800 | $102.85K | +23,800 | NEW |
Traynor Capital Management, Inc.CIK 0001666786 | 25,500 | $95.11K | +25,500 | NEW |
SPROTT INC.CIK 0001512920 | 25,000 | $94.25K | +25,000 | NEW |
Busey BankCIK 0001427202 | 25,000 | $94.25K | +25,000 | NEW |
LIBERTY WEALTH MANAGEMENT LLCCIK 0001769302 | 22,000 | $82.94K | +22,000 | NEW |
GREAT VALLEY ADVISOR GROUP, INC.CIK 0001769897 | 21,000 | $79.17K | +21,000 | NEW |
Almanack Investment Partners, LLC.CIK 0001680613 | 20,925 | $78.89K | +20,925 | NEW |
JPMORGAN CHASE & COCIK 0000019617 | 13,462 | $78.62K | +13,462 | NEW |
ENVESTNET ASSET MANAGEMENT INCCIK 0001407543 | 20,000 | $75.40K | +20,000 | NEW |
Arax Advisory PartnersCIK 0001586767 | 18,028 | $67.97K | +18,028 | NEW |
Mariner, LLCCIK 0001373442 | 17,875 | $67.39K | +17,875 | NEW |
| Filer | Δ Shares | Value |
|---|---|---|
PFG Investments, LLCNEW | +201,000 | $757.77K |
BANK OF AMERICA CORP /DE/NEW | +200,656 | $756.47K |
MARSHALL WACE, LLPNEW | +200,359 | $755.36K |
ROYAL BANK OF CANADANEW | +171,961 | $648.00K |
Integrated Wealth Concepts LLCNEW | +86,815 | $327.29K |
VALLEY FORGE INVESTMENT CONSULTANTS INC ADVNEW | +77,698 | $292.92K |
BANK OF MONTREAL /CAN/NEW | +62,900 | $237.13K |
UBS Group AGNEW | +61,517 | $231.92K |
OSAIC HOLDINGS, INC.NEW | +39,991 | $150.76K |
Patriot Financial Group Insurance Agency, LLCNEW | +37,000 | $139.49K |