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 |
|---|---|---|---|---|
FIRST AMERICAN TRUST, FSBCIK 0000036066 | 18,539 | $366.13K | +144 | ↑ INC |
Financial Gravity Asset Management, Inc.CIK 0001741736 | 2,199 | $43.43K | +2,199 | NEW |
| Filer | Δ Shares | Value |
|---|---|---|
Financial Gravity Asset Management, Inc.NEW | +2,199 | $43.43K |
FIRST AMERICAN TRUST, FSB↑ INC | +144 | $366.13K |