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 | 280,918 | $632.07K | -1,005 | ↓ DEC |
Focus Partners WealthCIK 0001542153 | 200,020 | $450.05K | +125,000 | ↑ INC |
American Capital Advisory, LLCCIK 0002018007 | 134,867 | $303.45K | +64,108 | ↑ INC |
THOMPSON DAVIS & CO., INC.CIK 0001017284 | 95,555 | $215.00K | +95,555 | NEW |
DIMENSIONAL FUND ADVISORS LPCIK 0000354204 | 94,756 | $213.20K | +10,572 | ↑ INC |
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717 | 69,249 | $155.84K | +16,658 | ↑ INC |
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119 | 66,950 | $150.64K | +66,950 | NEW |
Leverty Financial Group, LLCCIK 0001908386 | 40,371 | $90.83K | – | no_change |
VANGUARD FIDUCIARY TRUST COCIK 0000933478 | 30,507 | $68.64K | +30,507 | NEW |
Salvus Wealth Management, LLCCIK 0001809236 | 23,567 | $53.03K | – | no_change |
Allworth Financial LPCIK 0001555170 | 23,500 | $52.88K | – | no_change |
CacheTech Inc.CIK 0002013390 | 17,740 | $39.91K | – | no_change |
4WEALTH ADVISORS, INC.CIK 0002056676 | 16,225 | $35.53K | -3,635 | ↓ DEC |
CITADEL ADVISORS LLCCIK 0001423053 | 14,531 | $32.70K | -3,954 | ↓ DEC |
XTX Topco LtdCIK 0001828301 | 11,247 | $25.31K | -1,010 | ↓ DEC |
Tower Research Capital LLC (TRC)CIK 0001533421 | 2,082 | $4.68K | +222 | ↑ INC |
UBS Group AGCIK 0001610520 | 1,338 | $3.01K | -124,176 | ↓ DEC |
FIFTH THIRD BANCORPCIK 0000035527 | 1,000 | $2.25K | +1,000 | NEW |
MORGAN STANLEYCIK 0000895421 | 622 | $1.40K | -603 | ↓ DEC |
WELLS FARGO & COMPANY/MNCIK 0000072971 | 323 | $727.00 | -1 | ↓ DEC |
Leo H. Evart, Inc.CIK 0001920405 | 105 | $236.00 | +105 | NEW |
GSA CAPITAL PARTNERS LLPCIK 0001362033 | 13,719 | $31.00 | +13,719 | NEW |
Triumph Capital ManagementCIK 0001730765 | 8 | $18.00 | – | no_change |
SBI Securities Co., Ltd.CIK 0001851815 | 2 | $5.00 | -3 | ↓ DEC |
| Filer | Δ Shares | Value |
|---|---|---|
Focus Partners Wealth↑ INC | +125,000 | $450.05K |
THOMPSON DAVIS & CO., INC.NEW | +95,555 | $215.00K |
VANGUARD CAPITAL MANAGEMENT LLCNEW | +66,950 | $150.64K |
American Capital Advisory, LLC↑ INC | +64,108 | $303.45K |
VANGUARD FIDUCIARY TRUST CONEW | +30,507 | $68.64K |
GEODE CAPITAL MANAGEMENT, LLC↑ INC | +16,658 | $155.84K |
GSA CAPITAL PARTNERS LLPNEW | +13,719 | $31.00 |
DIMENSIONAL FUND ADVISORS LP↑ INC | +10,572 | $213.20K |
FIFTH THIRD BANCORPNEW | +1,000 | $2.25K |
Tower Research Capital LLC (TRC)↑ INC | +222 | $4.68K |
| Filer | Δ Shares | Value |
|---|---|---|
UBS Group AG↓ DEC | -124,176 | $3.01K |
CITADEL ADVISORS LLC↓ DEC | -3,954 | $32.70K |
4WEALTH ADVISORS, INC.↓ DEC | -3,635 | $35.53K |
XTX Topco Ltd↓ DEC | -1,010 | $25.31K |
RENAISSANCE TECHNOLOGIES LLC↓ DEC | -1,005 | $632.07K |
MORGAN STANLEY↓ DEC | -603 | $1.40K |
SBI Securities Co., Ltd.↓ DEC | -3 | $5.00 |
WELLS FARGO & COMPANY/MN↓ DEC | -1 | $727.00 |