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 |
|---|---|---|---|---|
PANORAMIC INVESTMENT ADVISORS, LLCCIK 0001967332 | 2,828,064 | $2.86M | +2,828,064 | NEW |
Melia Wealth LLCCIK 0001964047 | 2,827,150 | $2.86M | -43,416 | ↓ DEC |
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119 | 2,096,182 | $2.12M | +2,096,182 | NEW |
Cox Capital Mgt LLCCIK 0001748728 | 1,143,439 | $1.15M | +29,713 | ↑ INC |
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717 | 782,785 | $790.74K | +242,249 | ↑ INC |
BlackRock, Inc.CIK 0002012383 | 546,020 | $551.48K | +10,399 | ↑ INC |
VANGUARD FIDUCIARY TRUST COCIK 0000933478 | 288,618 | $291.50K | +288,618 | NEW |
STATE STREET CORPCIK 0000093751 | 177,685 | $179.46K | – | no_change |
SUSQUEHANNA INTERNATIONAL GROUP, LLPCIK 0001446194 | 155,829 | $157.39K | +36,219 | ↑ INC |
RENAISSANCE TECHNOLOGIES LLCCIK 0001037389 | 150,109 | $151.61K | +104,247 | ↑ INC |
GatePass Capital, LLCCIK 0002087399 | 145,000 | $146.45K | -54,500 | ↓ DEC |
NORTHERN TRUST CORPCIK 0000073124 | 116,513 | $117.68K | +35,255 | ↑ INC |
CITADEL ADVISORS LLCCIK 0001423053 | 77,333 | $78.11K | -104,491 | ↓ DEC |
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLCCIK 0000882928 | 62,968 | $63.60K | +62,968 | NEW |
LPL Financial LLCCIK 0001403438 | 56,223 | $56.78K | +13,320 | ↑ INC |
RITHOLTZ WEALTH MANAGEMENTCIK 0001698218 | 46,139 | $46.60K | -250 | ↓ DEC |
Napier Financial, LLCCIK 0002086579 | 36,412 | $36.78K | – | no_change |
Qube Research & Technologies LtdCIK 0001729829 | 34,966 | $35.32K | -1,800 | ↓ DEC |
Conservest Capital Advisors, Inc.CIK 0001705716 | 23,346 | $23.58K | – | no_change |
Blue Trust, Inc.CIK 0001856022 | 22,500 | $22.73K | – | no_change |
Darden Wealth Group IncCIK 0002011221 | 20,509 | $20.71K | -4,491 | ↓ DEC |
Private Advisor Group, LLCCIK 0001567755 | 19,227 | $19.42K | -3,722 | ↓ DEC |
One Charles Private Wealth Services, LLCCIK 0001800938 | 15,000 | $15.15K | – | no_change |
WOODWARD DIVERSIFIED CAPITAL, LLCCIK 0001846177 | 13,860 | $14.69K | – | no_change |
TWO SIGMA SECURITIES, LLCCIK 0001450144 | 13,586 | $13.72K | -2,258 | ↓ DEC |
| Filer | Δ Shares | Value |
|---|---|---|
PANORAMIC INVESTMENT ADVISORS, LLCNEW | +2,828,064 | $2.86M |
VANGUARD CAPITAL MANAGEMENT LLCNEW | +2,096,182 | $2.12M |
VANGUARD FIDUCIARY TRUST CONEW | +288,618 | $291.50K |
GEODE CAPITAL MANAGEMENT, LLC↑ INC | +242,249 | $790.74K |
RENAISSANCE TECHNOLOGIES LLC↑ INC | +104,247 | $151.61K |
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLCNEW | +62,968 | $63.60K |
SUSQUEHANNA INTERNATIONAL GROUP, LLP↑ INC | +36,219 | $157.39K |
NORTHERN TRUST CORP↑ INC | +35,255 | $117.68K |
Cox Capital Mgt LLC↑ INC | +29,713 | $1.15M |
Vanguard Global Advisers, LLCNEW | +13,455 | $13.59K |
| Filer | Δ Shares | Value |
|---|---|---|
CITADEL ADVISORS LLC↓ DEC | -104,491 | $78.11K |
GatePass Capital, LLC↓ DEC | -54,500 | $146.45K |
Melia Wealth LLC↓ DEC | -43,416 | $2.86M |
HRT FINANCIAL LP↓ DEC | -15,383 | $11.00 |
OSAIC HOLDINGS, INC.↓ DEC | -5,965 | $13.66K |
Tower Research Capital LLC (TRC)↓ DEC | -4,750 | $24.00 |
Darden Wealth Group Inc↓ DEC | -4,491 | $20.71K |
Private Advisor Group, LLC↓ DEC | -3,722 | $19.42K |
Mariner, LLC↓ DEC | -2,350 | $11.23K |
TWO SIGMA SECURITIES, LLC↓ DEC | -2,258 | $13.72K |