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 |
|---|---|---|---|---|
EverSource Wealth Advisors, LLCCIK 0001710537 | 517,416 | $32.39M | +517,390 | ↑ INC |
WELLINGTON MANAGEMENT GROUP LLPCIK 0000902219 | 750,791 | $22.09M | -138,021 | ↓ DEC |
BlackRock, Inc.CIK 0002012383 | 660,683 | $19.44M | +80,101 | ↑ INC |
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119 | 428,058 | $12.59M | +428,058 | NEW |
UBS Group AGCIK 0001610520 | 239,670 | $7.05M | +211,408 | ↑ INC |
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717 | 237,415 | $6.99M | +35,794 | ↑ INC |
MANUFACTURERS LIFE INSURANCE COMPANY, THECIK 0000928047 | 175,061 | $5.15M | -1,735 | ↓ DEC |
Cornerstone Wealth Group, LLCCIK 0001774879 | 166,585 | $5.03M | -4,466 | ↓ DEC |
Bulldog Investors, LLPCIK 0001504304 | 170,000 | $5.00M | +105,855 | ↑ INC |
DIMENSIONAL FUND ADVISORS LPCIK 0000354204 | 155,908 | $4.59M | +21,248 | ↑ INC |
STATE STREET CORPCIK 0000093751 | 141,668 | $4.17M | +7,761 | ↑ INC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 98,346 | $2.89M | +2,404 | ↑ INC |
NORTHERN TRUST CORPCIK 0000073124 | 79,377 | $2.34M | +13,204 | ↑ INC |
VANGUARD FIDUCIARY TRUST COCIK 0000933478 | 66,776 | $1.96M | +66,776 | NEW |
RENAISSANCE TECHNOLOGIES LLCCIK 0001037389 | 65,526 | $1.93M | +9,720 | ↑ INC |
Cetera Investment AdvisersCIK 0001666741 | 61,928 | $1.82M | +326 | ↑ INC |
Stonebridge Financial Group, LLCCIK 0002009367 | 57,228 | $1.68M | +57,228 | NEW |
VANGUARD PORTFOLIO MANAGEMENT LLCCIK 0002100121 | 57,223 | $1.68M | +57,223 | NEW |
SEGALL BRYANT & HAMILL, LLCCIK 0001006378 | 55,755 | $1.64M | -109 | ↓ DEC |
COMMONWEALTH EQUITY SERVICES, LLCCIK 0000312272 | 48,907 | $1.44M | +24,429 | ↑ INC |
MARSHALL WACE, LLPCIK 0001318757 | 41,159 | $1.21M | +1,608 | ↑ INC |
Bank of New York Mellon CorpCIK 0001390777 | 38,128 | $1.12M | +2,233 | ↑ INC |
LOS ANGELES CAPITAL MANAGEMENT LLCCIK 0001177206 | 36,774 | $1.08M | +17,129 | ↑ INC |
Squarepoint Ops LLCCIK 0001642575 | 36,477 | $1.07M | +17,851 | ↑ INC |
MORGAN STANLEYCIK 0000895421 | 35,356 | $1.04M | +11,876 | ↑ INC |
| Filer | Δ Shares | Value |
|---|---|---|
EverSource Wealth Advisors, LLC↑ INC | +517,390 | $32.39M |
VANGUARD CAPITAL MANAGEMENT LLCNEW | +428,058 | $12.59M |
UBS Group AG↑ INC | +211,408 | $7.05M |
Bulldog Investors, LLP↑ INC | +105,855 | $5.00M |
BlackRock, Inc.↑ INC | +80,101 | $19.44M |
VANGUARD FIDUCIARY TRUST CONEW | +66,776 | $1.96M |
Stonebridge Financial Group, LLCNEW | +57,228 | $1.68M |
VANGUARD PORTFOLIO MANAGEMENT LLCNEW | +57,223 | $1.68M |
GEODE CAPITAL MANAGEMENT, LLC↑ INC | +35,794 | $6.99M |
COMMONWEALTH EQUITY SERVICES, LLC↑ INC | +24,429 | $1.44M |
| Filer | Δ Shares | Value |
|---|---|---|
WELLINGTON MANAGEMENT GROUP LLP↓ DEC | -138,021 | $22.09M |
MILLENNIUM MANAGEMENT LLC↓ DEC | -22,279 | $247.72K |
BARCLAYS PLC↓ DEC | -11,533 | $62.46K |
CITADEL ADVISORS LLC↓ DEC | -11,471 | $288.99K |
WELLS FARGO & COMPANY/MN↓ DEC | -5,910 | $109.89K |
Cornerstone Wealth Group, LLC↓ DEC | -4,466 | $5.03M |
DEUTSCHE BANK AG\↓ DEC | -4,134 | $164.05K |
JPMORGAN CHASE & CO↓ DEC | -3,017 | $119.26K |
Strategic Financial Services, Inc.↓ DEC | -1,874 | $528.74K |
MANUFACTURERS LIFE INSURANCE COMPANY, THE↓ DEC | -1,735 | $5.15M |