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 |
|---|---|---|---|---|
L & S Advisors IncCIK 0001392364 | 26,154 | $4.41M | +26,154 | NEW |
Telligent Fund, LPCIK 0001470723 | 15,000 | $2.53M | +15,000 | NEW |
Pinnacle Wealth Management Advisory Group, LLCCIK 0001631864 | 12,397 | $2.09M | +12,397 | NEW |
RHUMBLINE ADVISERSCIK 0001115418 | 12,120 | $2.04M | +12,120 | NEW |
Myriad Asset Management US LPCIK 0001857187 | 5,559 | $938.00K | +5,559 | NEW |
GAMMA Investing LLCCIK 0002010235 | 4,730 | $798.05K | +4,730 | NEW |
Ascentis Independent AdvisorsCIK 0001845003 | 2,263 | $381.81K | +2,263 | NEW |
HALLSTATT ADVISORS L.P.CIK 0002040638 | 2,125 | $358.53K | +2,125 | NEW |
Bank of MarinCIK 0001801145 | 1,881 | $308.30K | +1,881 | NEW |
PNC FINANCIAL SERVICES GROUP, INC.CIK 0000713676 | 1,436 | $242.28K | +1,436 | NEW |
Cascades Capital Asset Management, LLCCIK 0002035512 | 1,300 | $219.34K | +1,300 | NEW |
Salomon & Ludwin, LLCCIK 0001766156 | 323 | $56.01K | +323 | NEW |
Financial Gravity Asset Management, Inc.CIK 0001741736 | 304 | $51.29K | +304 | NEW |
NBC SECURITIES, INC.CIK 0000791540 | 212 | $34.75K | +212 | NEW |
First Command Advisory Services, Inc.CIK 0001727336 | 66 | $11.14K | +66 | NEW |
BESSEMER GROUP INCCIK 0001054074 | 60,862 | $9.97K | +60,862 | NEW |
Ancora Advisors LLCCIK 0001446114 | 47 | $7.93K | +47 | NEW |
IMA Advisory Services, Inc.CIK 0001455495 | 18 | $3.04K | +18 | NEW |
| Filer | Δ Shares | Value |
|---|---|---|
BESSEMER GROUP INCNEW | +60,862 | $9.97K |
L & S Advisors IncNEW | +26,154 | $4.41M |
Telligent Fund, LPNEW | +15,000 | $2.53M |
Pinnacle Wealth Management Advisory Group, LLCNEW | +12,397 | $2.09M |
RHUMBLINE ADVISERSNEW | +12,120 | $2.04M |
Myriad Asset Management US LPNEW | +5,559 | $938.00K |
GAMMA Investing LLCNEW | +4,730 | $798.05K |
Ascentis Independent AdvisorsNEW | +2,263 | $381.81K |
HALLSTATT ADVISORS L.P.NEW | +2,125 | $358.53K |
Bank of MarinNEW | +1,881 | $308.30K |