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 |
|---|---|---|---|---|
Beacon Pointe Advisors, LLCCIK 0001744317 | 32,211 | $168.75K | – | no_change |
SUSQUEHANNA INTERNATIONAL GROUP, LLPCIK 0001446194 | 27,591 | $144.55K | -1,235 | ↓ DEC |
Verdence Capital Advisors LLCCIK 0001719305 | 23,269 | $121.90K | +23,269 | NEW |
Vectors Research Management, LLCCIK 0001750557 | 23,269 | $121.90K | +23,269 | NEW |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 21,474 | $112.50K | – | no_change |
North Star Investment Management Corp.CIK 0001342857 | 21,474 | $112.50K | – | no_change |
Cetera Investment AdvisersCIK 0001666741 | 21,274 | $111.45K | – | no_change |
UNITED CAPITAL FINANCIAL ADVISORS, LLCCIK 0001463217 | 17,210 | $90.16K | – | no_change |
Wescott Financial Advisory Group, LLCCIK 0001864880 | 16,474 | $86.31K | – | no_change |
Obermeyer Wealth PartnersCIK 0001349654 | 10,738 | $56.26K | – | no_change |
Orin Green Financial, LLCCIK 0001844227 | 10,737 | $56.25K | – | no_change |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 10,737 | $56.24K | – | no_change |
BANK OF MONTREAL /CAN/CIK 0000927971 | 5,947 | $31.16K | – | no_change |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COCIK 0001141802 | 2,685 | $14.07K | +1,398 | ↑ INC |
MORGAN STANLEYCIK 0000895421 | 1,300 | $6.81K | – | no_change |
UBS Group AGCIK 0001610520 | 256 | $1.34K | -1,206 | ↓ DEC |
| Filer | Δ Shares | Value |
|---|---|---|
Verdence Capital Advisors LLCNEW | +23,269 | $121.90K |
Vectors Research Management, LLCNEW | +23,269 | $121.90K |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO↑ INC | +1,398 | $14.07K |
| Filer | Δ Shares | Value |
|---|---|---|
SUSQUEHANNA INTERNATIONAL GROUP, LLP↓ DEC | -1,235 | $144.55K |
UBS Group AG↓ DEC | -1,206 | $1.34K |