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 | 912,064 | $2.99M | +46,116 | ↑ INC |
Moors & Cabot, Inc.CIK 0001607239 | 125,455 | $411.49K | -3,000 | ↓ DEC |
PECAUT & CO.CIK 0001597200 | 93,099 | $305.37K | +7,033 | ↑ INC |
OSAIC HOLDINGS, INC.CIK 0001677044 | 65,231 | $213.96K | -350 | ↓ DEC |
MORGAN STANLEYCIK 0000895421 | 43,792 | $143.64K | -5,208 | ↓ DEC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 27,518 | $90.26K | +18,373 | ↑ INC |
Stratos Wealth Partners, LTD.CIK 0001612865 | 13,616 | $44.66K | +13,616 | NEW |
BARNES PETTEY FINANCIAL ADVISORS, LLCCIK 0001908288 | 12,289 | $40.31K | – | no_change |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLCCIK 0001352860 | 9,955 | $32.65K | +6,682 | ↑ INC |
CALDWELL SUTTER CAPITAL, INC.CIK 0000702007 | 2,000 | $6.56K | – | no_change |
| Filer | Δ Shares | Value |
|---|---|---|
HORIZON KINETICS ASSET MANAGEMENT LLC↑ INC | +46,116 | $2.99M |
RAYMOND JAMES FINANCIAL INC↑ INC | +18,373 | $90.26K |
Stratos Wealth Partners, LTD.NEW | +13,616 | $44.66K |
PECAUT & CO.↑ INC | +7,033 | $305.37K |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC↑ INC | +6,682 | $32.65K |
| Filer | Δ Shares | Value |
|---|---|---|
MORGAN STANLEY↓ DEC | -5,208 | $143.64K |
Moors & Cabot, Inc.↓ DEC | -3,000 | $411.49K |
OSAIC HOLDINGS, INC.↓ DEC | -350 | $213.96K |