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 |
|---|---|---|---|---|
180 WEALTH ADVISORS, LLCCIK 0001730817 | 12,500 | $173.50K | +10,862 | ↑ INC |
OSAIC HOLDINGS, INC.CIK 0001677044 | 1,500 | $20.82K | +1,350 | ↑ INC |
CURIO WEALTH, LLCCIK 0002049201 | 10 | $139.00 | +9 | ↑ INC |
| Filer | Δ Shares | Value |
|---|---|---|
180 WEALTH ADVISORS, LLC↑ INC | +10,862 | $173.50K |
OSAIC HOLDINGS, INC.↑ INC | +1,350 | $20.82K |
CURIO WEALTH, LLC↑ INC | +9 | $139.00 |