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 |
|---|---|---|---|---|
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119 | 4,401,532 | $5.68M | +4,401,532 | NEW |
BlackRock, Inc.CIK 0002012383 | 3,769,973 | $4.86M | +303,912 | ↑ INC |
Angel Oak Capital Advisors, LLCCIK 0001613158 | 3,166,259 | $4.08M | -126,581 | ↓ DEC |
Corient Private Wealth LLCCIK 0001948780 | 1,918,869 | $2.48M | +1,879,746 | ↑ INC |
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717 | 1,857,107 | $2.40M | +235,655 | ↑ INC |
NORTHERN TRUST CORPCIK 0000073124 | 831,921 | $1.07M | +34,204 | ↑ INC |
Curated Wealth Partners LLCCIK 0001781284 | 827,340 | $1.07M | -53,957 | ↓ DEC |
STATE STREET CORPCIK 0000093751 | 707,841 | $913.12K | +46,387 | ↑ INC |
VANGUARD FIDUCIARY TRUST COCIK 0000933478 | 631,617 | $814.79K | +631,617 | NEW |
VANGUARD PORTFOLIO MANAGEMENT LLCCIK 0002100121 | 462,426 | $596.53K | +462,426 | NEW |
Composition Wealth, LLCCIK 0001585859 | 434,748 | $560.83K | – | no_change |
Russell Investments Group, Ltd.CIK 0001692234 | 350,787 | $452.51K | -333,222 | ↓ DEC |
HighTower Advisors, LLCCIK 0001462245 | 295,031 | $380.59K | +31 | ↑ INC |
Lido Advisors, LLCCIK 0001650150 | 275,385 | $355.25K | – | no_change |
AXXCESS WEALTH MANAGEMENT, LLCCIK 0001911056 | 213,334 | $275.20K | – | no_change |
CHARLES SCHWAB INVESTMENT MANAGEMENT INCCIK 0000884546 | 178,145 | $229.81K | +9,236 | ↑ INC |
Bank of New York Mellon CorpCIK 0001390777 | 146,691 | $189.23K | +6,598 | ↑ INC |
GOLDMAN SACHS GROUP INCCIK 0000886982 | 137,330 | $177.16K | +43,081 | ↑ INC |
UBS Group AGCIK 0001610520 | 128,293 | $165.50K | +117,845 | ↑ INC |
Rinkey InvestmentsCIK 0001730774 | 121,828 | $157.16K | – | no_change |
SUSQUEHANNA INTERNATIONAL GROUP, LLPCIK 0001446194 | 118,956 | $153.45K | +86,424 | ↑ INC |
Beacon Pointe Advisors, LLCCIK 0001744317 | 104,000 | $134.16K | – | no_change |
Westmount Partners, LLCCIK 0002051491 | 100,000 | $129.00K | +80,000 | ↑ INC |
Avior Wealth Management, LLCCIK 0001599868 | 100,000 | $129.00K | – | no_change |
Falcon Wealth PlanningCIK 0001839850 | 85,000 | $109.65K | – | no_change |
| Filer | Δ Shares | Value |
|---|---|---|
VANGUARD CAPITAL MANAGEMENT LLCNEW | +4,401,532 | $5.68M |
Corient Private Wealth LLC↑ INC | +1,879,746 | $2.48M |
VANGUARD FIDUCIARY TRUST CONEW | +631,617 | $814.79K |
VANGUARD PORTFOLIO MANAGEMENT LLCNEW | +462,426 | $596.53K |
BlackRock, Inc.↑ INC | +303,912 | $4.86M |
GEODE CAPITAL MANAGEMENT, LLC↑ INC | +235,655 | $2.40M |
UBS Group AG↑ INC | +117,845 | $165.50K |
SUSQUEHANNA INTERNATIONAL GROUP, LLP↑ INC | +86,424 | $153.45K |
Westmount Partners, LLC↑ INC | +80,000 | $129.00K |
STATE STREET CORP↑ INC | +46,387 | $913.12K |
| Filer | Δ Shares | Value |
|---|---|---|
Russell Investments Group, Ltd.↓ DEC | -333,222 | $452.51K |
Nuveen, LLC↓ DEC | -126,620 | $106.15K |
Angel Oak Capital Advisors, LLC↓ DEC | -126,581 | $4.08M |
BARCLAYS PLC↓ DEC | -90,732 | $21.65K |
Curated Wealth Partners LLC↓ DEC | -53,957 | $1.07M |
WELLS FARGO & COMPANY/MN↓ DEC | -46,580 | $83.91K |
MORGAN STANLEY↓ DEC | -43,479 | $51.74K |
CITADEL ADVISORS LLC↓ DEC | -38,163 | $65.98K |
FMR LLC↓ DEC | -2,019 | $6.21K |
INTECH INVESTMENT MANAGEMENT LLC↓ DEC | -1,236 | $27.02K |