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 |
|---|---|---|---|---|
MANAGED ASSET PORTFOLIOS, LLCCIK 0001600999 | 1,092,820 | $22.37M | -34,097 | ↓ DEC |
OPAL CAPITAL LLCCIK 0002100122 | 338,729 | $6.93M | +338,729 | NEW |
RHUMBLINE ADVISERSCIK 0001115418 | 83,182 | $1.70M | +3,147 | ↑ INC |
YOUSIF CAPITAL MANAGEMENT, LLCCIK 0001858789 | 45,566 | $927.96K | – | no_change |
ATLAS CAPITAL ADVISORS INC.CIK 0001434165 | 34,184 | $699.75K | -14,321 | ↓ DEC |
GAMMA Investing LLCCIK 0002010235 | 21,146 | $432.86K | +1,118 | ↑ INC |
Pinnacle Wealth Management Advisory Group, LLCCIK 0001631864 | 14,815 | $303.26K | +14,815 | NEW |
PARADIGM ASSET MANAGEMENT CO LLCCIK 0001034549 | 4,782 | $97.89K | – | no_change |
Strengthening Families & Communities, LLCCIK 0001921196 | 2,933 | $59.72K | -9,450 | ↓ DEC |
Westside Investment Management, Inc.CIK 0001538383 | 2,447 | $50.38K | – | no_change |
Salomon & Ludwin, LLCCIK 0001766156 | 1,994 | $41.06K | +1,161 | ↑ INC |
McMillan Office, Inc.CIK 0002109205 | 1,519 | $30.93K | – | no_change |
Financial Gravity Asset Management, Inc.CIK 0001741736 | 17 | $348.00 | -17 | ↓ DEC |
HANTZ FINANCIAL SERVICES, INC.CIK 0001071061 | 9,992 | $205.00 | -74,841 | ↓ DEC |
| Filer | Δ Shares | Value |
|---|---|---|
OPAL CAPITAL LLCNEW | +338,729 | $6.93M |
Pinnacle Wealth Management Advisory Group, LLCNEW | +14,815 | $303.26K |
RHUMBLINE ADVISERS↑ INC | +3,147 | $1.70M |
Salomon & Ludwin, LLC↑ INC | +1,161 | $41.06K |
GAMMA Investing LLC↑ INC | +1,118 | $432.86K |
| Filer | Δ Shares | Value |
|---|---|---|
HANTZ FINANCIAL SERVICES, INC.↓ DEC | -74,841 | $205.00 |
MANAGED ASSET PORTFOLIOS, LLC↓ DEC | -34,097 | $22.37M |
ATLAS CAPITAL ADVISORS INC.↓ DEC | -14,321 | $699.75K |
Strengthening Families & Communities, LLC↓ DEC | -9,450 | $59.72K |
Financial Gravity Asset Management, Inc.↓ DEC | -17 | $348.00 |