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 |
|---|---|---|---|---|
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLCCIK 0001818604 | 109,948 | $377.46K | -43,250 | ↓ DEC |
Virtus Investment Advisers, LLCCIK 0000019481 | 92,665 | $328.96K | +10,444 | ↑ INC |
MARSHALL WACE, LLPCIK 0001318757 | 75,111 | $266.64K | -4,011 | ↓ DEC |
O'SHAUGHNESSY ASSET MANAGEMENT, LLCCIK 0001423442 | 61,181 | $217.19K | -1,776 | ↓ DEC |
Bulldog Investors, LLPCIK 0001504304 | 57,639 | $204.62K | – | no_change |
Squarepoint Ops LLCCIK 0001642575 | 50,322 | $178.64K | +7,953 | ↑ INC |
SUSQUEHANNA INTERNATIONAL GROUP, LLPCIK 0001446194 | 49,499 | $175.72K | +28,940 | ↑ INC |
Vident Advisory, LLCCIK 0001744347 | 49,237 | $174.79K | +49,237 | NEW |
TWO SIGMA INVESTMENTS, LPCIK 0001179392 | 44,006 | $156.22K | -28,224 | ↓ DEC |
MORGAN STANLEYCIK 0000895421 | 39,563 | $140.45K | -117,953 | ↓ DEC |
Arkadios Wealth AdvisorsCIK 0001800798 | 35,788 | $127.05K | -22,043 | ↓ DEC |
UBS Group AGCIK 0001610520 | 21,760 | $77.25K | +18,412 | ↑ INC |
SOA Wealth Advisors, LLC.CIK 0001849444 | 19,672 | $69.83K | +927 | ↑ INC |
Concorde Asset Management, LLCCIK 0001631773 | 18,100 | $64.25K | +18,100 | NEW |
XTX Topco LtdCIK 0001828301 | 16,641 | $59.08K | +16,641 | NEW |
&PARTNERSCIK 0000107136 | 13,500 | $47.92K | – | no_change |
Prota Financial, LLCCIK 0002126257 | 12,950 | $45.97K | – | no_change |
Sanctuary Advisors, LLCCIK 0001777271 | 12,102 | $42.96K | – | no_change |
RITHOLTZ WEALTH MANAGEMENTCIK 0001698218 | 11,842 | $42.04K | -5,246 | ↓ DEC |
ROYAL BANK OF CANADACIK 0001000275 | 10,500 | $37.00K | -1,000 | ↓ DEC |
LGT Financial Advisors LLCCIK 0001965191 | 3,085 | $10.95K | +3,085 | NEW |
SIMPLEX TRADING, LLCCIK 0001488542 | 1,951 | $6.93K | +1,811 | ↑ INC |
OSAIC HOLDINGS, INC.CIK 0001677044 | 1,106 | $3.93K | +600 | ↑ INC |
NBC SECURITIES, INC.CIK 0000791540 | 809 | $2.87K | -2,010 | ↓ DEC |
Triumph Capital ManagementCIK 0001730765 | 500 | $1.77K | – | no_change |
| Filer | Δ Shares | Value |
|---|---|---|
Vident Advisory, LLCNEW | +49,237 | $174.79K |
SUSQUEHANNA INTERNATIONAL GROUP, LLP↑ INC | +28,940 | $175.72K |
UBS Group AG↑ INC | +18,412 | $77.25K |
Concorde Asset Management, LLCNEW | +18,100 | $64.25K |
XTX Topco LtdNEW | +16,641 | $59.08K |
Virtus Investment Advisers, LLC↑ INC | +10,444 | $328.96K |
Squarepoint Ops LLC↑ INC | +7,953 | $178.64K |
LGT Financial Advisors LLCNEW | +3,085 | $10.95K |
SIMPLEX TRADING, LLC↑ INC | +1,811 | $6.93K |
SOA Wealth Advisors, LLC.↑ INC | +927 | $69.83K |
| Filer | Δ Shares | Value |
|---|---|---|
MORGAN STANLEY↓ DEC | -117,953 | $140.45K |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC↓ DEC | -43,250 | $377.46K |
TWO SIGMA INVESTMENTS, LP↓ DEC | -28,224 | $156.22K |
Arkadios Wealth Advisors↓ DEC | -22,043 | $127.05K |
RITHOLTZ WEALTH MANAGEMENT↓ DEC | -5,246 | $42.04K |
MARSHALL WACE, LLP↓ DEC | -4,011 | $266.64K |
NBC SECURITIES, INC.↓ DEC | -2,010 | $2.87K |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC↓ DEC | -1,776 | $217.19K |
ROYAL BANK OF CANADA↓ DEC | -1,000 | $37.00K |
Janney Montgomery Scott LLC↓ DEC | -750 | $47.00 |