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 |
|---|---|---|---|---|
GABELLI FUNDS LLCCIK 0001081407 | 1,304,102 | $13.97M | +41,894 | ↑ INC |
GatePass Capital, LLCCIK 0002087399 | 505,900 | $5.42M | -2,500 | ↓ DEC |
FRANKLIN RESOURCES INCCIK 0000038777 | 300,695 | $3.22M | +90,512 | ↑ INC |
Kingsview Wealth Management, LLCCIK 0001791965 | 265,258 | $2.84M | +265,258 | NEW |
MGO ONE SEVEN LLCCIK 0001731444 | 261,971 | $2.81M | -34 | ↓ DEC |
GAMCO INVESTORS, INC. ET ALCIK 0000807249 | 244,500 | $2.62M | -16,800 | ↓ DEC |
JANE STREET GROUP, LLCCIK 0001595888 | 218,953 | $2.34M | -32,082 | ↓ DEC |
LPL Financial LLCCIK 0001403438 | 202,473 | $2.17M | +27,663 | ↑ INC |
SUSQUEHANNA INTERNATIONAL GROUP, LLPCIK 0001446194 | 141,000 | $1.51M | +38,700 | ↑ INC |
INTREPID FAMILY OFFICE LLCCIK 0001596197 | 125,000 | $1.34M | +25,000 | ↑ INC |
J. Goldman & Co LPCIK 0001412741 | 120,700 | $1.29M | -490,112 | ↓ DEC |
BlackRock, Inc.CIK 0002012383 | 90,156 | $965.57K | -61,368 | ↓ DEC |
Private Advisor Group, LLCCIK 0001567755 | 69,034 | $739.36K | +23,446 | ↑ INC |
MORGAN STANLEYCIK 0000895421 | 65,886 | $705.64K | +12,891 | ↑ INC |
Invesco Ltd.CIK 0000914208 | 65,664 | $703.26K | -33,785 | ↓ DEC |
Green Alpha Advisors, LLCCIK 0001439207 | 58,611 | $627.72K | +5,185 | ↑ INC |
TWO SIGMA INVESTMENTS, LPCIK 0001179392 | 54,095 | $579.36K | -89,108 | ↓ DEC |
Stratos Wealth Partners, LTD.CIK 0001612865 | 51,915 | $556.01K | +12,507 | ↑ INC |
MANGROVE PARTNERS IM, LLCCIK 0001535392 | 46,579 | $498.86K | -6,031 | ↓ DEC |
WELLS FARGO & COMPANY/MNCIK 0000072971 | 42,476 | $454.92K | +5,000 | ↑ INC |
Catalyst Capital Advisors LLCCIK 0001549275 | 42,466 | $454.81K | – | no_change |
Intrinsic Edge Capital Management LLCCIK 0001671754 | 40,764 | $436.58K | +764 | ↑ INC |
XTX Topco LtdCIK 0001828301 | 36,338 | $389.18K | +9,266 | ↑ INC |
CITADEL ADVISORS LLCCIK 0001423053 | 35,779 | $383.19K | -37,242 | ↓ DEC |
Trexquant Investment LPCIK 0001633445 | 32,946 | $352.85K | -14,800 | ↓ DEC |
| Filer | Δ Shares | Value |
|---|---|---|
Kingsview Wealth Management, LLCNEW | +265,258 | $2.84M |
FRANKLIN RESOURCES INC↑ INC | +90,512 | $3.22M |
GABELLI FUNDS LLC↑ INC | +41,894 | $13.97M |
SUSQUEHANNA INTERNATIONAL GROUP, LLP↑ INC | +38,700 | $1.51M |
Texas Capital Bank Wealth Management Services IncNEW | +28,000 | $299.88K |
LPL Financial LLC↑ INC | +27,663 | $2.17M |
INTREPID FAMILY OFFICE LLC↑ INC | +25,000 | $1.34M |
Private Advisor Group, LLC↑ INC | +23,446 | $739.36K |
MORGAN STANLEY↑ INC | +12,891 | $705.64K |
Stratos Wealth Partners, LTD.↑ INC | +12,507 | $556.01K |
| Filer | Δ Shares | Value |
|---|---|---|
J. Goldman & Co LP↓ DEC | -490,112 | $1.29M |
Thomas J. Herzfeld Advisors, Inc.↓ DEC | -231,818 | $348.27K |
ACADIAN ASSET MANAGEMENT LLC↓ DEC | -104,878 | $762.00 |
TWO SIGMA INVESTMENTS, LP↓ DEC | -89,108 | $579.36K |
BlackRock, Inc.↓ DEC | -61,368 | $965.57K |
CITADEL ADVISORS LLC↓ DEC | -37,242 | $383.19K |
Invesco Ltd.↓ DEC | -33,785 | $703.26K |
JANE STREET GROUP, LLC↓ DEC | -32,082 | $2.34M |
HARBOR CAPITAL ADVISORS, INC.↓ DEC | -22,213 | $545.00 |
JPMORGAN CHASE & CO↓ DEC | -20,851 | $30.66K |