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 |
|---|---|---|---|---|
HORIZON KINETICS ASSET MANAGEMENT LLCCIK 0001056823 | 6,379,692 | $137.29M | +191,892 | ↑ INC |
SoftVest Advisors, LLCCIK 0001803391 | 6,217,107 | $133.79M | – | no_change |
MAD RIVER INVESTORSCIK 0001384484 | 1,003,140 | $21.59M | +16,321 | ↑ INC |
SCHWARTZ INVESTMENT COUNSEL INCCIK 0000909151 | 933,719 | $20.09M | -33,478 | ↓ DEC |
FOUNDATION RESOURCE MANAGEMENT INCCIK 0001179232 | 630,207 | $13.56M | -12,300 | ↓ DEC |
Moors & Cabot, Inc.CIK 0001607239 | 588,642 | $12.67M | +2,896 | ↑ INC |
SEI INVESTMENTS COCIK 0000350894 | 422,000 | $9.08M | +226,600 | ↑ INC |
MORGAN STANLEYCIK 0000895421 | 300,904 | $6.48M | +76,243 | ↑ INC |
Hosking Partners LLPCIK 0001650135 | 280,292 | $6.03M | -66,391 | ↓ DEC |
COMMONWEALTH EQUITY SERVICES, LLCCIK 0000312272 | 268,985 | $5.79M | +9,671 | ↑ INC |
MSRH, LLCCIK 0002122489 | 240,342 | $5.17M | +1,302 | ↑ INC |
SteelPeak Wealth, LLCCIK 0001801868 | 235,103 | $5.06M | +235,103 | NEW |
WELLS FARGO & COMPANY/MNCIK 0000072971 | 230,722 | $4.97M | -9,816 | ↓ DEC |
LPL Financial LLCCIK 0001403438 | 211,240 | $4.55M | -18,716 | ↓ DEC |
Beacon Pointe Advisors, LLCCIK 0001744317 | 157,833 | $3.40M | +112,710 | ↑ INC |
JPMORGAN CHASE & COCIK 0000019617 | 126,612 | $2.76M | +25,528 | ↑ INC |
Lido Advisors, LLCCIK 0001650150 | 122,037 | $2.63M | -486 | ↓ DEC |
BWM Planning, LLCCIK 0002039698 | 104,397 | $2.25M | – | no_change |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 84,184 | $1.81M | -14,359 | ↓ DEC |
Atlas Wealth Partners, LLCCIK 0001965798 | 81,144 | $1.75M | -2,845 | ↓ DEC |
HighTower Advisors, LLCCIK 0001462245 | 71,588 | $1.54M | -109 | ↓ DEC |
PROMETHIUM ADVISORS,LLCCIK 0002034073 | 68,298 | $1.47M | -20 | ↓ DEC |
Pathstone Holdings, LLCCIK 0002011612 | 62,936 | $1.35M | – | no_change |
Essex Financial Services, Inc.CIK 0001315785 | 57,477 | $1.24M | -1,700 | ↓ DEC |
JANE STREET GROUP, LLCCIK 0001595888 | 53,240 | $1.15M | -677,347 | ↓ DEC |
| Filer | Δ Shares | Value |
|---|---|---|
SteelPeak Wealth, LLCNEW | +235,103 | $5.06M |
SEI INVESTMENTS CO↑ INC | +226,600 | $9.08M |
HORIZON KINETICS ASSET MANAGEMENT LLC↑ INC | +191,892 | $137.29M |
Beacon Pointe Advisors, LLC↑ INC | +112,710 | $3.40M |
HRT FINANCIAL LP↑ INC | +83,887 | $3.68K |
MORGAN STANLEY↑ INC | +76,243 | $6.48M |
Capital Analysts, LLC↑ INC | +55,923 | $1.24K |
JPMORGAN CHASE & CO↑ INC | +25,528 | $2.76M |
MAD RIVER INVESTORS↑ INC | +16,321 | $21.59M |
COMMONWEALTH EQUITY SERVICES, LLC↑ INC | +9,671 | $5.79M |
| Filer | Δ Shares | Value |
|---|---|---|
JANE STREET GROUP, LLC↓ DEC | -677,347 | $1.15M |
CITADEL ADVISORS LLC↓ DEC | -493,548 | $404.58K |
SUSQUEHANNA INTERNATIONAL GROUP, LLP↓ DEC | -339,065 | $206.59K |
GROUP ONE TRADING LLC↓ DEC | -160,494 | $100.63K |
Hosking Partners LLP↓ DEC | -66,391 | $6.03M |
SIMPLEX TRADING, LLC↓ DEC | -58,513 | $11.08K |
Western Wealth Management, LLC↓ DEC | -54,510 | $3.01K |
SCHWARTZ INVESTMENT COUNSEL INC↓ DEC | -33,478 | $20.09M |
State of Wyoming↓ DEC | -28,815 | $332.31K |
LPL Financial LLC↓ DEC | -18,716 | $4.55M |