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 | 1,038,915 | $125.71M | +32,683 | ↑ INC |
GOLDMAN SACHS GROUP INCCIK 0000886982 | 616,754 | $74.63M | -131,431 | ↓ DEC |
Corient Private Wealth LLCCIK 0001948780 | 613,072 | $74.18M | -7,900 | ↓ DEC |
Progeny 3, Inc.CIK 0001536006 | 312,523 | $37.82M | – | no_change |
Solidarity Wealth, LLCCIK 0001906613 | 235,184 | $28.46M | +20,408 | ↑ INC |
Saber Capital Managment, LLCCIK 0001911378 | 209,467 | $25.35M | +984 | ↑ INC |
UBS Group AGCIK 0001610520 | 183,851 | $22.25M | -12,204 | ↓ DEC |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 183,026 | $22.15M | +59,523 | ↑ INC |
ING GROEP NVCIK 0001039765 | 180,400 | $21.83M | +5,000 | ↑ INC |
Oakcliff Capital Partners, LPCIK 0001657335 | 102,057 | $12.35M | -25,294 | ↓ DEC |
Long Corridor Asset Management LtdCIK 0001845501 | 100,000 | $12.10M | +100,000 | NEW |
Meixler Investment Management, Ltd.CIK 0001911615 | 93,192 | $11.42M | -1,314 | ↓ DEC |
NATIXISCIK 0001274981 | 88,598 | $10.72M | +37,298 | ↑ INC |
Mountain Lake Investment Management LLCCIK 0001308555 | 76,673 | $9.28M | +11,343 | ↑ INC |
Ballast Asset Management, LPCIK 0001998389 | 75,868 | $9.18M | +3,661 | ↑ INC |
CITADEL ADVISORS LLCCIK 0001423053 | 69,106 | $8.36M | -9,025 | ↓ DEC |
Nitor Capital Management LLCCIK 0002019017 | 64,209 | $7.89M | – | no_change |
HORIZON KINETICS ASSET MANAGEMENT LLCCIK 0001056823 | 57,871 | $7.00M | +33,006 | ↑ INC |
SUSQUEHANNA INTERNATIONAL GROUP, LLPCIK 0001446194 | 56,422 | $6.83M | +6,322 | ↑ INC |
JANE STREET GROUP, LLCCIK 0001595888 | 44,400 | $5.37M | +13,810 | ↑ INC |
LPL Financial LLCCIK 0001403438 | 37,551 | $4.54M | +4,427 | ↑ INC |
EXCHANGE TRADED CONCEPTS, LLCCIK 0001457320 | 34,014 | $4.12M | +22,941 | ↑ INC |
Waverly Advisors, LLCCIK 0001568787 | 26,000 | $3.15M | +26,000 | NEW |
Pekin Hardy Strauss, Inc.CIK 0001020317 | 25,800 | $3.12M | +4,575 | ↑ INC |
MIZUHO MARKETS AMERICAS LLCCIK 0001825516 | 25,400 | $3.07M | +25,400 | NEW |
| Filer | Δ Shares | Value |
|---|---|---|
Long Corridor Asset Management LtdNEW | +100,000 | $12.10M |
BANK OF AMERICA CORP /DE/↑ INC | +59,523 | $22.15M |
NATIXIS↑ INC | +37,298 | $10.72M |
HORIZON KINETICS ASSET MANAGEMENT LLC↑ INC | +33,006 | $7.00M |
MORGAN STANLEY↑ INC | +32,683 | $125.71M |
Waverly Advisors, LLCNEW | +26,000 | $3.15M |
MIZUHO MARKETS AMERICAS LLCNEW | +25,400 | $3.07M |
EXCHANGE TRADED CONCEPTS, LLC↑ INC | +22,941 | $4.12M |
Verdence Capital Advisors LLCNEW | +21,454 | $2.60M |
Solidarity Wealth, LLC↑ INC | +20,408 | $28.46M |
| Filer | Δ Shares | Value |
|---|---|---|
JPMORGAN CHASE & CO↓ DEC | -142,737 | $2.58M |
GOLDMAN SACHS GROUP INC↓ DEC | -131,431 | $74.63M |
CITIGROUP INC↓ DEC | -66,332 | $839.74K |
Oakcliff Capital Partners, LP↓ DEC | -25,294 | $12.35M |
UBS Group AG↓ DEC | -12,204 | $22.25M |
CITADEL ADVISORS LLC↓ DEC | -9,025 | $8.36M |
Corient Private Wealth LLC↓ DEC | -7,900 | $74.18M |
ACADIAN ASSET MANAGEMENT LLC↓ DEC | -1,538 | $1.68K |
Meixler Investment Management, Ltd.↓ DEC | -1,314 | $11.42M |
FIRST TRUST ADVISORS LP↓ DEC | -1,170 | $1.09M |