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 |
|---|---|---|---|---|
Palatine Hill Wealth Management, LLCCIK 0002107248 | 673,256 | $9.80M | +141 | ↑ INC |
OSAIC HOLDINGS, INC.CIK 0001677044 | 170,600 | $2.48M | -8,632 | ↓ DEC |
Significant Wealth Partners LLCCIK 0001964680 | 120,905 | $1.76M | +120,905 | NEW |
ICON ADVISERS INC/COCIK 0001058470 | 100,986 | $1.47M | -19,296 | ↓ DEC |
Waverly Advisors, LLCCIK 0001568787 | 87,764 | $1.28M | -4,759 | ↓ DEC |
Everstar Asset Management, LLCCIK 0002023744 | 32,016 | $465.83K | +8,259 | ↑ INC |
Equitable Holdings, Inc.CIK 0001333986 | 23,850 | $347.02K | +12,203 | ↑ INC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 17,501 | $254.64K | -2,046 | ↓ DEC |
MORGAN STANLEYCIK 0000895421 | 12,262 | $178.41K | -1 | ↓ DEC |
UBS Group AGCIK 0001610520 | 5,013 | $72.94K | +913 | ↑ INC |
HIGHLINE WEALTH PARTNERS LLCCIK 0002042654 | 200 | $2.91K | – | no_change |
SIT INVESTMENT ASSOCIATES INCCIK 0000769317 | 98,891 | $1.44K | -30,740 | ↓ DEC |
| Filer | Δ Shares | Value |
|---|---|---|
Significant Wealth Partners LLCNEW | +120,905 | $1.76M |
Equitable Holdings, Inc.↑ INC | +12,203 | $347.02K |
Everstar Asset Management, LLC↑ INC | +8,259 | $465.83K |
UBS Group AG↑ INC | +913 | $72.94K |
Palatine Hill Wealth Management, LLC↑ INC | +141 | $9.80M |
| Filer | Δ Shares | Value |
|---|---|---|
SIT INVESTMENT ASSOCIATES INC↓ DEC | -30,740 | $1.44K |
ICON ADVISERS INC/CO↓ DEC | -19,296 | $1.47M |
OSAIC HOLDINGS, INC.↓ DEC | -8,632 | $2.48M |
Waverly Advisors, LLC↓ DEC | -4,759 | $1.28M |
RAYMOND JAMES FINANCIAL INC↓ DEC | -2,046 | $254.64K |
MORGAN STANLEY↓ DEC | -1 | $178.41K |