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 |
|---|---|---|---|---|
JANE STREET GROUP, LLCCIK 0001595888 | 16,030 | $1.42M | +8,653 | ↑ INC |
Belpointe Asset Management LLCCIK 0001721242 | 15,692 | $1.39M | +46 | ↑ INC |
EASTERN BANKCIK 0001126395 | 13,740 | $1.22M | +1,975 | ↑ INC |
OSAIC HOLDINGS, INC.CIK 0001677044 | 13,469 | $1.20M | +1,370 | ↑ INC |
OneAscent Family Office, LLCCIK 0002055812 | 12,162 | $1.08M | +4,490 | ↑ INC |
Split Rock Private Trading & Wealth Management, LLCCIK 0002095884 | 8,295 | $737.13K | -357 | ↓ DEC |
Marmo Financial Group, LLCCIK 0001964829 | 6,516 | $579.01K | -195 | ↓ DEC |
ENVESTNET ASSET MANAGEMENT INCCIK 0001407543 | 5,341 | $474.60K | -1,111 | ↓ DEC |
Kestra Advisory Services, LLCCIK 0001830819 | 5,328 | $473.41K | – | no_change |
LPL Financial LLCCIK 0001403438 | 5,189 | $461.10K | +976 | ↑ INC |
Private Advisor Group, LLCCIK 0001567755 | 4,520 | $401.65K | +1,020 | ↑ INC |
Kovack Advisors, Inc.CIK 0001728321 | 1,536 | $349.79K | -1,276 | ↓ DEC |
Cetera Investment AdvisersCIK 0001666741 | 3,140 | $279.00K | +322 | ↑ INC |
DOVER ADVISORS, LLCCIK 0001964541 | 2,873 | $255.30K | -236 | ↓ DEC |
Colonial River Investments, LLCCIK 0001845859 | 2,352 | $209.00K | +55 | ↑ INC |
HighTower Advisors, LLCCIK 0001462245 | 12,000 | $10.70K | +606 | ↑ INC |
City State BankCIK 0001910666 | 120 | $10.66K | – | no_change |
UBS Group AGCIK 0001610520 | 114 | $10.13K | -49 | ↓ DEC |
WELLS FARGO & COMPANY/MNCIK 0000072971 | 90 | $8.03K | +90 | ↑ INC |
MORGAN STANLEYCIK 0000895421 | 25 | $2.22K | – | no_change |
SIGNATUREFD, LLCCIK 0001456048 | 20 | $1.78K | – | no_change |
SWAN Capital LLCCIK 0001952722 | 16 | $1.42K | +16 | NEW |
VISION FINANCIAL MARKETS LLCCIK 0001378145 | 10 | $889.00 | – | no_change |
Allworth Financial LPCIK 0001555170 | 1 | $89.00 | +1 | NEW |
| Filer | Δ Shares | Value |
|---|---|---|
JANE STREET GROUP, LLC↑ INC | +8,653 | $1.42M |
OneAscent Family Office, LLC↑ INC | +4,490 | $1.08M |
EASTERN BANK↑ INC | +1,975 | $1.22M |
OSAIC HOLDINGS, INC.↑ INC | +1,370 | $1.20M |
Private Advisor Group, LLC↑ INC | +1,020 | $401.65K |
LPL Financial LLC↑ INC | +976 | $461.10K |
HighTower Advisors, LLC↑ INC | +606 | $10.70K |
Cetera Investment Advisers↑ INC | +322 | $279.00K |
WELLS FARGO & COMPANY/MN↑ INC | +90 | $8.03K |
Colonial River Investments, LLC↑ INC | +55 | $209.00K |
| Filer | Δ Shares | Value |
|---|---|---|
Kovack Advisors, Inc.↓ DEC | -1,276 | $349.79K |
ENVESTNET ASSET MANAGEMENT INC↓ DEC | -1,111 | $474.60K |
Split Rock Private Trading & Wealth Management, LLC↓ DEC | -357 | $737.13K |
DOVER ADVISORS, LLC↓ DEC | -236 | $255.30K |
Marmo Financial Group, LLC↓ DEC | -195 | $579.01K |
UBS Group AG↓ DEC | -49 | $10.13K |