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 |
|---|---|---|---|---|
University of Wisconsin FoundationCIK 0001697228 | 1,459,021 | $15.33M | – | no_change |
Jefferies Financial Group Inc.CIK 0000096223 | 249,796 | $2.62M | -204 | ↓ DEC |
GOLDMAN SACHS GROUP INCCIK 0000886982 | 249,368 | $2.62M | – | no_change |
PRUDENTIAL FINANCIAL INCCIK 0001137774 | 161,386 | $1.70M | – | no_change |
KINGSWOOD WEALTH ADVISORS, LLCCIK 0001987855 | 84,965 | $892.56K | -4,519 | ↓ DEC |
OSAIC HOLDINGS, INC.CIK 0001677044 | 3,250 | $34.16K | +1,650 | ↑ INC |
MORGAN STANLEYCIK 0000895421 | 1,000 | $10.51K | – | no_change |
N.E.W. Advisory Services LLCCIK 0001803456 | 510 | $5.36K | -490 | ↓ DEC |
UBS Group AGCIK 0001610520 | 235 | $2.47K | +35 | ↑ INC |
| Filer | Δ Shares | Value |
|---|---|---|
OSAIC HOLDINGS, INC.↑ INC | +1,650 | $34.16K |
UBS Group AG↑ INC | +35 | $2.47K |
| Filer | Δ Shares | Value |
|---|---|---|
KINGSWOOD WEALTH ADVISORS, LLC↓ DEC | -4,519 | $892.56K |
N.E.W. Advisory Services LLC↓ DEC | -490 | $5.36K |
Jefferies Financial Group Inc.↓ DEC | -204 | $2.62M |