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 |
|---|---|---|---|---|
SmartHarvest Portfolios, LLCCIK 0002066604 | 53,621 | $77.75K | +53,621 | NEW |
Independent Advisor AllianceCIK 0001696899 | 18,640 | $27.03K | +18,640 | NEW |
Westside Investment Management, Inc.CIK 0001538383 | 1,500 | $2.17K | – | no_change |
RHUMBLINE ADVISERSCIK 0001115418 | 1,416 | $2.05K | +417 | ↑ INC |
UBS Group AGCIK 0001610520 | 1,045 | $1.51K | +346 | ↑ INC |
SBI Securities Co., Ltd.CIK 0001851815 | 4 | $6.00 | -3 | ↓ DEC |
JONES FINANCIAL COMPANIES LLLPCIK 0000815917 | 2 | $3.00 | – | no_change |
Harel Insurance Investments & Financial Services Ltd.CIK 0001429390 | 351 | $1.00 | – | no_change |
| Filer | Δ Shares | Value |
|---|---|---|
SmartHarvest Portfolios, LLCNEW | +53,621 | $77.75K |
Independent Advisor AllianceNEW | +18,640 | $27.03K |
RHUMBLINE ADVISERS↑ INC | +417 | $2.05K |
UBS Group AG↑ INC | +346 | $1.51K |
| Filer | Δ Shares | Value |
|---|---|---|
SBI Securities Co., Ltd.↓ DEC | -3 | $6.00 |