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 |
|---|---|---|---|---|
SUMMIT PARTNERS L PCIK 0000830588 | 1,100,870 | $4.14M | – | no_change |
BARCLAYS PLCCIK 0000312069 | 38,297 | $144.00K | – | no_change |
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717 | 18,988 | $71.39K | +1,969 | ↑ INC |
Wealth Architects, LLCCIK 0001611518 | 18,603 | $69.95K | +18,603 | NEW |
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119 | 16,830 | $63.28K | +16,830 | NEW |
UBS Group AGCIK 0001610520 | 9,864 | $37.09K | +6,705 | ↑ INC |
VANGUARD FIDUCIARY TRUST COCIK 0000933478 | 6,806 | $25.59K | +6,806 | NEW |
MORGAN STANLEYCIK 0000895421 | 1,064 | $4.00K | -27 | ↓ DEC |
Tower Research Capital LLC (TRC)CIK 0001533421 | 478 | $1.80K | -43 | ↓ DEC |
CITIGROUP INCCIK 0000831001 | 380 | $1.43K | -1 | ↓ DEC |
EverSource Wealth Advisors, LLCCIK 0001710537 | 10 | $361.00 | -2 | ↓ DEC |
GROUP ONE TRADING LLCCIK 0000932540 | 93 | $350.00 | -1 | ↓ DEC |
JPMORGAN CHASE & COCIK 0000019617 | 57 | $210.00 | – | no_change |
MAI Capital ManagementCIK 0001040197 | 40 | $151.00 | +40 | NEW |
Legacy Wealth Managment, LLC/IDCIK 0002045082 | 31 | $117.00 | – | no_change |
FIFTH THIRD BANCORPCIK 0000035527 | 25 | $94.00 | – | no_change |
NISA INVESTMENT ADVISORS, LLCCIK 0000937615 | 12 | $45.00 | – | no_change |
Ascentis Independent AdvisorsCIK 0001845003 | 7 | $26.00 | +7 | NEW |
Sound Income Strategies, LLCCIK 0001730960 | 5 | $19.00 | – | no_change |
OSAIC HOLDINGS, INC.CIK 0001677044 | 3 | $10.00 | -4 | ↓ DEC |
ROYAL BANK OF CANADACIK 0001000275 | 92 | $0.00 | -12 | ↓ DEC |
| Filer | Δ Shares | Value |
|---|---|---|
Wealth Architects, LLCNEW | +18,603 | $69.95K |
VANGUARD CAPITAL MANAGEMENT LLCNEW | +16,830 | $63.28K |
VANGUARD FIDUCIARY TRUST CONEW | +6,806 | $25.59K |
UBS Group AG↑ INC | +6,705 | $37.09K |
GEODE CAPITAL MANAGEMENT, LLC↑ INC | +1,969 | $71.39K |
MAI Capital ManagementNEW | +40 | $151.00 |
Ascentis Independent AdvisorsNEW | +7 | $26.00 |
| Filer | Δ Shares | Value |
|---|---|---|
Tower Research Capital LLC (TRC)↓ DEC | -43 | $1.80K |
MORGAN STANLEY↓ DEC | -27 | $4.00K |
ROYAL BANK OF CANADA↓ DEC | -12 | $0.00 |
OSAIC HOLDINGS, INC.↓ DEC | -4 | $10.00 |
EverSource Wealth Advisors, LLC↓ DEC | -2 | $361.00 |
GROUP ONE TRADING LLC↓ DEC | -1 | $350.00 |
CITIGROUP INC↓ DEC | -1 | $1.43K |