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 |
|---|---|---|---|---|
EXENCIAL WEALTH ADVISORS, LLCCIK 0001576151 | 8,377,559 | $7.12M | +4,732,698 | ↑ INC |
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119 | 1,115,565 | $948.23K | +1,115,565 | NEW |
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717 | 338,528 | $287.78K | +41,802 | ↑ INC |
VANGUARD FIDUCIARY TRUST COCIK 0000933478 | 136,613 | $116.12K | +136,613 | NEW |
CITIGROUP INCCIK 0000831001 | 135,445 | $115.14K | +126,727 | ↑ INC |
STATE STREET CORPCIK 0000093751 | 116,700 | $99.21K | – | no_change |
DISCOVERY CAPITAL MANAGEMENT, LLC / CTCIK 0001389507 | 112,252 | $95.42K | -2,189,539 | ↓ DEC |
JANE STREET GROUP, LLCCIK 0001595888 | 111,740 | $94.99K | +3,583 | ↑ INC |
BlackRock, Inc.CIK 0002012383 | 70,096 | $59.59K | – | no_change |
NORTHERN TRUST CORPCIK 0000073124 | 54,944 | $46.71K | – | no_change |
Ashton Thomas Private Wealth, LLCCIK 0002019663 | 26,596 | $22.61K | +3,546 | ↑ INC |
Focus Partners WealthCIK 0001542153 | 20,000 | $17.00K | +10,000 | ↑ INC |
Neuberger Berman Group LLCCIK 0001465109 | 19,504 | $16.58K | – | no_change |
PNC FINANCIAL SERVICES GROUP, INC.CIK 0000713676 | 17,260 | $14.67K | – | no_change |
UBS Group AGCIK 0001610520 | 16,235 | $13.80K | -97,500 | ↓ DEC |
Procyon Advisors, LLCCIK 0001804329 | 13,814 | $11.74K | – | no_change |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 12,100 | $10.29K | +12,100 | NEW |
GOLDMAN SACHS GROUP INCCIK 0000886982 | 11,819 | $10.05K | -44,765 | ↓ DEC |
OpenArc Corporate Advisory, LLCCIK 0002111345 | 11,342 | $9.64K | – | no_change |
SBI Securities Co., Ltd.CIK 0001851815 | 157 | $133.00 | +14 | ↑ INC |
HRT FINANCIAL LPCIK 0001475597 | 44,080 | $37.00 | +14,904 | ↑ INC |
| Filer | Δ Shares | Value |
|---|---|---|
EXENCIAL WEALTH ADVISORS, LLC↑ INC | +4,732,698 | $7.12M |
VANGUARD CAPITAL MANAGEMENT LLCNEW | +1,115,565 | $948.23K |
VANGUARD FIDUCIARY TRUST CONEW | +136,613 | $116.12K |
CITIGROUP INC↑ INC | +126,727 | $115.14K |
GEODE CAPITAL MANAGEMENT, LLC↑ INC | +41,802 | $287.78K |
HRT FINANCIAL LP↑ INC | +14,904 | $37.00 |
RAYMOND JAMES FINANCIAL INCNEW | +12,100 | $10.29K |
Focus Partners Wealth↑ INC | +10,000 | $17.00K |
JANE STREET GROUP, LLC↑ INC | +3,583 | $94.99K |
Ashton Thomas Private Wealth, LLC↑ INC | +3,546 | $22.61K |
| Filer | Δ Shares | Value |
|---|---|---|
DISCOVERY CAPITAL MANAGEMENT, LLC / CT↓ DEC | -2,189,539 | $95.42K |
UBS Group AG↓ DEC | -97,500 | $13.80K |
GOLDMAN SACHS GROUP INC↓ DEC | -44,765 | $10.05K |