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 |
|---|---|---|---|---|
MORGAN STANLEYCIK 0000895421 | 659,132 | $4.27M | +106,900 | ↑ INC |
Cable Car Capital, LPCIK 0001699575 | 550,000 | $3.56M | +550,000 | NEW |
GUGGENHEIM CAPITAL LLCCIK 0001283072 | 533,514 | $3.46M | -34,429 | ↓ DEC |
Quarry LPCIK 0001965207 | 487,328 | $3.16M | +477,749 | ↑ INC |
BOOTHBAY FUND MANAGEMENT, LLCCIK 0001549230 | 487,326 | $3.16M | +464,393 | ↑ INC |
Alpine Global Management, LLCCIK 0001581655 | 481,027 | $3.12M | +433,194 | ↑ INC |
LPL Financial LLCCIK 0001403438 | 480,585 | $3.11M | -34,648 | ↓ DEC |
GraniteShares Advisors LLCCIK 0001839545 | 341,497 | $2.21M | -39,083 | ↓ DEC |
WELLS FARGO & COMPANY/MNCIK 0000072971 | 266,314 | $1.73M | +11,518 | ↑ INC |
Invesco Ltd.CIK 0000914208 | 242,969 | $1.57M | -31,993 | ↓ DEC |
JPMORGAN CHASE & COCIK 0000019617 | 190,000 | $1.20M | +190,000 | NEW |
Uncommon Cents Investing LLCCIK 0001729754 | 181,162 | $1.17M | +1,250 | ↑ INC |
AMERIPRISE FINANCIAL INCCIK 0000820027 | 172,924 | $1.12M | +143,250 | ↑ INC |
HARBOUR INVESTMENTS, INC.CIK 0000810121 | 169,301 | $1.10M | +59,659 | ↑ INC |
Yakira Capital Management, Inc.CIK 0001584639 | 104,209 | $675.27K | -267 | ↓ DEC |
Bramshill Investments, LLCCIK 0001619899 | 99,103 | $642.19K | -705 | ↓ DEC |
MELFA WEALTH MANAGEMENT, INC.CIK 0001962465 | 96,287 | $623.94K | – | no_change |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 89,622 | $580.75K | +34,592 | ↑ INC |
OSAIC HOLDINGS, INC.CIK 0001677044 | 85,676 | $555.18K | +11,382 | ↑ INC |
Equitable Holdings, Inc.CIK 0001333986 | 46,000 | $342.24K | – | no_change |
Allspring Global Investments Holdings, LLCCIK 0001890906 | 48,654 | $315.28K | +48,654 | NEW |
Total Wealth Planning & Management, Inc.CIK 0002058383 | 47,760 | $309.49K | +2,439 | ↑ INC |
JANE STREET GROUP, LLCCIK 0001595888 | 47,010 | $304.63K | +4,662 | ↑ INC |
Apollon Wealth Management, LLCCIK 0001764387 | 45,965 | $297.85K | +831 | ↑ INC |
Marex Group LtdCIK 0001997464 | 45,000 | $291.60K | -19,710 | ↓ DEC |
| Filer | Δ Shares | Value |
|---|---|---|
Cable Car Capital, LPNEW | +550,000 | $3.56M |
Quarry LP↑ INC | +477,749 | $3.16M |
BOOTHBAY FUND MANAGEMENT, LLC↑ INC | +464,393 | $3.16M |
Alpine Global Management, LLC↑ INC | +433,194 | $3.12M |
SIT INVESTMENT ASSOCIATES INCNEW | +305,274 | $1.98K |
JPMORGAN CHASE & CONEW | +190,000 | $1.20M |
AMERIPRISE FINANCIAL INC↑ INC | +143,250 | $1.12M |
MORGAN STANLEY↑ INC | +106,900 | $4.27M |
HARBOUR INVESTMENTS, INC.↑ INC | +59,659 | $1.10M |
Allspring Global Investments Holdings, LLCNEW | +48,654 | $315.28K |
| Filer | Δ Shares | Value |
|---|---|---|
GraniteShares Advisors LLC↓ DEC | -39,083 | $2.21M |
LPL Financial LLC↓ DEC | -34,648 | $3.11M |
GUGGENHEIM CAPITAL LLC↓ DEC | -34,429 | $3.46M |
Invesco Ltd.↓ DEC | -31,993 | $1.57M |
Marex Group Ltd↓ DEC | -19,710 | $291.60K |
Cetera Investment Advisers↓ DEC | -14,223 | $146.83K |
Axiom Investment Management LLC↓ DEC | -8,126 | $16.35K |
SeaCrest Wealth Management, LLC↓ DEC | -2,396 | $258.64K |
COMMONWEALTH EQUITY SERVICES, LLC↓ DEC | -1,531 | $172.05K |
Bramshill Investments, LLC↓ DEC | -705 | $642.19K |