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 |
|---|---|---|---|---|
BARCLAYS PLCCIK 0000312069 | 2,188,868 | $9.50M | +1,232,863 | ↑ INC |
ASSETMARK, INCCIK 0001344551 | 266,549 | $1.17M | +91,749 | ↑ INC |
First Affirmative Financial NetworkCIK 0001656282 | 161,830 | $822.10K | – | no_change |
AUXIER ASSET MANAGEMENT LLCCIK 0001105863 | 150,998 | $655.33K | -559 | ↓ DEC |
RHUMBLINE ADVISERSCIK 0001115418 | 98,827 | $428.90K | +17,851 | ↑ INC |
GREENLEAF TRUSTCIK 0001162170 | 80,033 | $349.95K | -1,072 | ↓ DEC |
YOUSIF CAPITAL MANAGEMENT, LLCCIK 0001858789 | 59,147 | $258.63K | – | no_change |
ZEVIN ASSET MANAGEMENT LLCCIK 0001394096 | 53,575 | $232.52K | – | no_change |
Koshinski Asset Management, Inc.CIK 0001633389 | 53,000 | $230.02K | – | no_change |
SIGNATUREFD, LLCCIK 0001456048 | 51,392 | $223.04K | -17,620 | ↓ DEC |
COZAD ASSET MANAGEMENT INCCIK 0000709428 | 36,638 | $159.01K | +3,684 | ↑ INC |
Rockefeller Capital Management L.P.CIK 0001739439 | 35,811 | $155.42K | +20,079 | ↑ INC |
DRW Securities, LLCCIK 0001481986 | 30,624 | $132.91K | – | no_change |
GLENMEDE TRUST CO NACIK 0000314949 | 28,992 | $126.78K | +1,637 | ↑ INC |
UNITED CAPITAL FINANCIAL ADVISORS, LLCCIK 0001463217 | 28,924 | $125.53K | -7,997 | ↓ DEC |
VSM Wealth Advisory, LLCCIK 0002050660 | 19,209 | $83.37K | +6,000 | ↑ INC |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLCCIK 0001632972 | 15,788 | $69.62K | -10,823 | ↓ DEC |
Florida Trust Wealth Management CoCIK 0001651023 | 13,875 | $60.67K | – | no_change |
Williams Jones Wealth Management, LLC.CIK 0001788587 | 11,377 | $49.38K | – | no_change |
New Vernon Capital Holdings II LLCCIK 0001512538 | 11,168 | $48.47K | – | no_change |
Brooklyn Investment GroupCIK 0001795705 | 10,727 | $46.91K | -11,336 | ↓ DEC |
Farther Finance Advisors, LLCCIK 0001992825 | 6,842 | $29.76K | +1,004 | ↑ INC |
GAMMA Investing LLCCIK 0002010235 | 5,521 | $23.96K | -6,583 | ↓ DEC |
Salomon & Ludwin, LLCCIK 0001766156 | 4,416 | $19.48K | +2,567 | ↑ INC |
Hickory Point Bank & TrustCIK 0002039144 | 2,000 | $8.68K | +2,000 | NEW |
| Filer | Δ Shares | Value |
|---|---|---|
BARCLAYS PLC↑ INC | +1,232,863 | $9.50M |
ASSETMARK, INC↑ INC | +91,749 | $1.17M |
Rockefeller Capital Management L.P.↑ INC | +20,079 | $155.42K |
RHUMBLINE ADVISERS↑ INC | +17,851 | $428.90K |
VSM Wealth Advisory, LLC↑ INC | +6,000 | $83.37K |
COZAD ASSET MANAGEMENT INC↑ INC | +3,684 | $159.01K |
Salomon & Ludwin, LLC↑ INC | +2,567 | $19.48K |
Hickory Point Bank & TrustNEW | +2,000 | $8.68K |
GLENMEDE TRUST CO NA↑ INC | +1,637 | $126.78K |
Farther Finance Advisors, LLC↑ INC | +1,004 | $29.76K |
| Filer | Δ Shares | Value |
|---|---|---|
PNC FINANCIAL SERVICES GROUP, INC.↓ DEC | -31,142 | $556.00 |
SIGNATUREFD, LLC↓ DEC | -17,620 | $223.04K |
Brooklyn Investment Group↓ DEC | -11,336 | $46.91K |
HANTZ FINANCIAL SERVICES, INC.↓ DEC | -10,940 | $2.00 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC↓ DEC | -10,823 | $69.62K |
UNITED CAPITAL FINANCIAL ADVISORS, LLC↓ DEC | -7,997 | $125.53K |
GAMMA Investing LLC↓ DEC | -6,583 | $23.96K |
Lester Murray Antman dba SimplyRich↓ DEC | -1,780 | $423.00 |
GREENLEAF TRUST↓ DEC | -1,072 | $349.95K |
NATURAL INVESTMENTS, LLC↓ DEC | -1,013 | $159.00 |