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 |
|---|---|---|---|---|
FMR LLCCIK 0000315066 | 564,757 | $5.40M | +441,187 | ↑ INC |
Portolan Capital Management, LLCCIK 0001350290 | 541,267 | $5.18M | +541,267 | NEW |
LAZARD ASSET MANAGEMENT LLCCIK 0001207017 | 289,917 | $2.77M | +39,400 | ↑ INC |
PORTLAND INVESTMENT COUNSEL INC.CIK 0001081668 | 266,200 | $2.55M | – | no_change |
Private Advisor Group, LLCCIK 0001567755 | 174,415 | $1.67M | +128,070 | ↑ INC |
Integrated Wealth Concepts LLCCIK 0001737109 | 164,397 | $1.57M | +164,397 | NEW |
Raiffeisen Bank International AGCIK 0002044885 | 130,000 | $1.16M | +130,000 | NEW |
MORGAN STANLEYCIK 0000895421 | 116,440 | $1.11M | +98,787 | ↑ INC |
JPMORGAN CHASE & COCIK 0000019617 | 57,348 | $513.84K | -17,020 | ↓ DEC |
Mariner, LLCCIK 0001373442 | 43,446 | $415.34K | +6,864 | ↑ INC |
Vanguard Personalized Indexing Management, LLCCIK 0001767306 | 33,253 | $318.23K | +15,112 | ↑ INC |
UBS Group AGCIK 0001610520 | 32,300 | $309.11K | +30,336 | ↑ INC |
XTX Topco LtdCIK 0001828301 | 26,007 | $248.89K | +14,187 | ↑ INC |
IHT Wealth Management, LLCCIK 0001697490 | 25,035 | $239.59K | -250 | ↓ DEC |
Vident Advisory, LLCCIK 0001744347 | 16,653 | $159.37K | -10,596 | ↓ DEC |
XY Capital LtdCIK 0001933132 | 12,552 | $120.12K | +12,552 | NEW |
BNP PARIBAS FINANCIAL MARKETSCIK 0001166588 | 12,000 | $114.84K | +10,500 | ↑ INC |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 10,031 | $96.00K | +8,423 | ↑ INC |
RHUMBLINE ADVISERSCIK 0001115418 | 9,823 | $94.00K | -964 | ↓ DEC |
EverSource Wealth Advisors, LLCCIK 0001710537 | 169 | $16.39K | -729 | ↓ DEC |
CWM, LLCCIK 0001535847 | 1,425 | $13.64K | +1,425 | NEW |
Arax Advisory PartnersCIK 0001586767 | 125 | $9.86K | -958 | ↓ DEC |
Larson Financial Group LLCCIK 0001731061 | 899 | $8.60K | +846 | ↑ INC |
OSAIC HOLDINGS, INC.CIK 0001677044 | 756 | $7.24K | +442 | ↑ INC |
Blue Trust, Inc.CIK 0001856022 | 742 | $7.10K | -2,344 | ↓ DEC |
| Filer | Δ Shares | Value |
|---|---|---|
Portolan Capital Management, LLCNEW | +541,267 | $5.18M |
FMR LLC↑ INC | +441,187 | $5.40M |
Integrated Wealth Concepts LLCNEW | +164,397 | $1.57M |
Raiffeisen Bank International AGNEW | +130,000 | $1.16M |
Private Advisor Group, LLC↑ INC | +128,070 | $1.67M |
MORGAN STANLEY↑ INC | +98,787 | $1.11M |
LAZARD ASSET MANAGEMENT LLC↑ INC | +39,400 | $2.77M |
UBS Group AG↑ INC | +30,336 | $309.11K |
Vanguard Personalized Indexing Management, LLC↑ INC | +15,112 | $318.23K |
XTX Topco Ltd↑ INC | +14,187 | $248.89K |
| Filer | Δ Shares | Value |
|---|---|---|
JPMORGAN CHASE & CO↓ DEC | -17,020 | $513.84K |
Vident Advisory, LLC↓ DEC | -10,596 | $159.37K |
Blue Trust, Inc.↓ DEC | -2,344 | $7.10K |
RHUMBLINE ADVISERS↓ DEC | -964 | $94.00K |
Arax Advisory Partners↓ DEC | -958 | $9.86K |
EverSource Wealth Advisors, LLC↓ DEC | -729 | $16.39K |
IHT Wealth Management, LLC↓ DEC | -250 | $239.59K |
Smartleaf Asset Management LLC↓ DEC | -35 | $332.00 |