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 |
|---|---|---|---|---|
Virtus Investment Advisers, LLCCIK 0000019481 | 462,155 | $1.34M | +40,922 | ↑ INC |
MORGAN STANLEYCIK 0000895421 | 383,185 | $1.11M | -83,126 | ↓ DEC |
Meridian Wealth Management, LLCCIK 0001697300 | 108,600 | $313.85K | +108,600 | NEW |
Kestra Advisory Services, LLCCIK 0001830819 | 92,856 | $268.36K | +10,000 | ↑ INC |
JANE STREET GROUP, LLCCIK 0001595888 | 92,776 | $268.12K | +62,772 | ↑ INC |
UBS Group AGCIK 0001610520 | 60,461 | $174.73K | +55,187 | ↑ INC |
LPL Financial LLCCIK 0001403438 | 45,776 | $132.29K | -15,464 | ↓ DEC |
XTX Topco LtdCIK 0001828301 | 41,811 | $120.83K | +41,811 | NEW |
SUSQUEHANNA INTERNATIONAL GROUP, LLPCIK 0001446194 | 13,008 | $37.59K | +606 | ↑ INC |
COMMONWEALTH EQUITY SERVICES, LLCCIK 0000312272 | 12,843 | $37.12K | +31 | ↑ INC |
Prospera Financial Services IncCIK 0001541625 | 12,613 | $36.45K | +1,913 | ↑ INC |
One Capital Management, LLCCIK 0001606588 | 10,935 | $31.60K | +280 | ↑ INC |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COCIK 0001141802 | 4,542 | $13.13K | +4,542 | NEW |
NFSG CorpCIK 0001879757 | 2,656 | $7.68K | +201 | ↑ INC |
OSAIC HOLDINGS, INC.CIK 0001677044 | 2,640 | $7.63K | -2,465 | ↓ DEC |
BNP PARIBAS FINANCIAL MARKETSCIK 0001166588 | 1,992 | $5.76K | – | no_change |
Pinnacle Wealth Planning Services, Inc.CIK 0001726752 | 962 | $2.78K | – | no_change |
WPG Advisers, LLCCIK 0002067343 | 589 | $1.70K | +36 | ↑ INC |
HIGHLINE WEALTH PARTNERS LLCCIK 0002042654 | 500 | $1.45K | – | no_change |
Allworth Financial LPCIK 0001555170 | 302 | $874.00 | – | no_change |
HARBOUR INVESTMENTS, INC.CIK 0000810121 | 256 | $741.00 | +256 | NEW |
JPMORGAN CHASE & COCIK 0000019617 | 43 | $122.00 | +43 | NEW |
FIFTH THIRD BANCORPCIK 0000035527 | 41 | $118.00 | +41 | NEW |
Cambridge Investment Research Advisors, Inc.CIK 0001419186 | 12,482 | $36.00 | +12,482 | NEW |
NATIONAL BANK OF CANADA /FI/CIK 0000926171 | 10 | $29.00 | – | no_change |
| Filer | Δ Shares | Value |
|---|---|---|
Meridian Wealth Management, LLCNEW | +108,600 | $313.85K |
JANE STREET GROUP, LLC↑ INC | +62,772 | $268.12K |
UBS Group AG↑ INC | +55,187 | $174.73K |
XTX Topco LtdNEW | +41,811 | $120.83K |
Virtus Investment Advisers, LLC↑ INC | +40,922 | $1.34M |
Cambridge Investment Research Advisors, Inc.NEW | +12,482 | $36.00 |
Kestra Advisory Services, LLC↑ INC | +10,000 | $268.36K |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CONEW | +4,542 | $13.13K |
Prospera Financial Services Inc↑ INC | +1,913 | $36.45K |
SUSQUEHANNA INTERNATIONAL GROUP, LLP↑ INC | +606 | $37.59K |
| Filer | Δ Shares | Value |
|---|---|---|
MORGAN STANLEY↓ DEC | -83,126 | $1.11M |
LPL Financial LLC↓ DEC | -15,464 | $132.29K |
OSAIC HOLDINGS, INC.↓ DEC | -2,465 | $7.63K |
WELLS FARGO & COMPANY/MN↓ DEC | -1 | $3.00 |