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 |
|---|---|---|---|---|
RENAISSANCE TECHNOLOGIES LLCCIK 0001037389 | 19,424 | $65.95K | -600 | ↓ DEC |
EverSource Wealth Advisors, LLCCIK 0001710537 | 270 | $14.42K | -1,730 | ↓ DEC |
MORGAN STANLEYCIK 0000895421 | 3,076 | $10.44K | -1 | ↓ DEC |
CITIGROUP INCCIK 0000831001 | 1,360 | $4.61K | +1,340 | ↑ INC |
SIMA Wealth Partners, LLCCIK 0002135539 | 350 | $1.19K | – | no_change |
JPMORGAN CHASE & COCIK 0000019617 | 125 | $420.00 | – | no_change |
SBI Securities Co., Ltd.CIK 0001851815 | 97 | $329.00 | +47 | ↑ INC |
UBS Group AGCIK 0001610520 | 95 | $322.00 | +77 | ↑ INC |
TD Waterhouse Canada Inc.CIK 0001999606 | 93 | $312.00 | – | no_change |
OSAIC HOLDINGS, INC.CIK 0001677044 | 50 | $170.00 | – | no_change |
Winch Advisory Services, LLCCIK 0001585822 | 26 | $88.00 | – | no_change |
TFC Financial Management, Inc.CIK 0001827844 | 19 | $65.00 | – | no_change |
ROYAL BANK OF CANADACIK 0001000275 | 125 | $0.00 | – | no_change |
| Filer | Δ Shares | Value |
|---|---|---|
CITIGROUP INC↑ INC | +1,340 | $4.61K |
UBS Group AG↑ INC | +77 | $322.00 |
SBI Securities Co., Ltd.↑ INC | +47 | $329.00 |
| Filer | Δ Shares | Value |
|---|---|---|
EverSource Wealth Advisors, LLC↓ DEC | -1,730 | $14.42K |
RENAISSANCE TECHNOLOGIES LLC↓ DEC | -600 | $65.95K |
MORGAN STANLEY↓ DEC | -1 | $10.44K |