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 |
|---|---|---|---|---|
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119 | 20,785 | $177.09K | +20,785 | NEW |
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717 | 19,452 | $165.77K | +2,450 | ↑ INC |
VANGUARD FIDUCIARY TRUST COCIK 0000933478 | 11,666 | $99.39K | +11,666 | NEW |
OSAIC HOLDINGS, INC.CIK 0001677044 | 1,701 | $14.49K | -167 | ↓ DEC |
Tower Research Capital LLC (TRC)CIK 0001533421 | 500 | $4.26K | -67 | ↓ DEC |
Triumph Capital ManagementCIK 0001730765 | 375 | $3.19K | – | no_change |
Washington Trust Advisors, Inc.CIK 0001900099 | 224 | $1.91K | – | no_change |
UBS Group AGCIK 0001610520 | 213 | $1.81K | +10 | ↑ INC |
NFSG CorpCIK 0001879757 | 156 | $1.33K | +129 | ↑ INC |
Merkkuri Wealth Advisors LLCCIK 0002040317 | 113 | $963.00 | +113 | NEW |
Blue Trust, Inc.CIK 0001856022 | 81 | $690.00 | – | no_change |
Sunbelt Securities, Inc.CIK 0001632932 | 50 | $426.00 | – | no_change |
CWM, LLCCIK 0001535847 | 44 | $375.00 | – | no_change |
Sound Income Strategies, LLCCIK 0001730960 | 39 | $323.00 | – | no_change |
MORGAN STANLEYCIK 0000895421 | 34 | $290.00 | – | no_change |
HARBOUR INVESTMENTS, INC.CIK 0000810121 | 33 | $281.00 | +33 | NEW |
| Filer | Δ Shares | Value |
|---|---|---|
VANGUARD CAPITAL MANAGEMENT LLCNEW | +20,785 | $177.09K |
VANGUARD FIDUCIARY TRUST CONEW | +11,666 | $99.39K |
GEODE CAPITAL MANAGEMENT, LLC↑ INC | +2,450 | $165.77K |
NFSG Corp↑ INC | +129 | $1.33K |
Merkkuri Wealth Advisors LLCNEW | +113 | $963.00 |
HARBOUR INVESTMENTS, INC.NEW | +33 | $281.00 |
UBS Group AG↑ INC | +10 | $1.81K |
| Filer | Δ Shares | Value |
|---|---|---|
OSAIC HOLDINGS, INC.↓ DEC | -167 | $14.49K |
Tower Research Capital LLC (TRC)↓ DEC | -67 | $4.26K |