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 |
|---|---|---|---|---|
COURIER CAPITAL LLCCIK 0001015247 | 15,382 | $180.74K | – | no_change |
SHUFRO ROSE & CO LLCCIK 0000908195 | 14,000 | $164.50K | – | no_change |
OSAIC HOLDINGS, INC.CIK 0001677044 | 747 | $8.78K | +144 | ↑ INC |
JPMORGAN CHASE & COCIK 0000019617 | 91 | $1.05K | -10 | ↓ DEC |
MORGAN STANLEYCIK 0000895421 | 1 | $20.00 | – | no_change |
WELLS FARGO & COMPANY/MNCIK 0000072971 | 0 | $6.00 | -1 | sold_all |
| Filer | Δ Shares | Value |
|---|---|---|
OSAIC HOLDINGS, INC.↑ INC | +144 | $8.78K |
| Filer | Δ Shares | Value |
|---|---|---|
JPMORGAN CHASE & CO↓ DEC | -10 | $1.05K |
WELLS FARGO & COMPANY/MNsold_all | -1 | $6.00 |