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 |
|---|---|---|---|---|
DDFG, IncCIK 0001967640 | 70,534 | $225.71K | +18,246 | ↑ INC |
MILLENNIUM MANAGEMENT LLCCIK 0001273087 | 69,757 | $223.22K | -25,866 | ↓ DEC |
Wellington Shields & Co., LLCCIK 0001506073 | 65,732 | $210.34K | – | no_change |
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119 | 49,450 | $158.24K | +49,450 | NEW |
Tamar Securities, LLCCIK 0001703081 | 30,000 | $96.00K | +15,000 | ↑ INC |
BROWN BROTHERS HARRIMAN & COCIK 0000014661 | 23,688 | $75.80K | – | no_change |
XTX Topco LtdCIK 0001828301 | 19,727 | $63.13K | -5,446 | ↓ DEC |
HighTower Advisors, LLCCIK 0001462245 | 19,684 | $62.99K | – | no_change |
RVW Wealth, LLCCIK 0001756543 | 18,000 | $57.60K | – | no_change |
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717 | 17,142 | $54.85K | – | no_change |
Composition Wealth, LLCCIK 0001585859 | 16,000 | $51.20K | – | no_change |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 14,124 | $45.20K | – | no_change |
LPL Financial LLCCIK 0001403438 | 13,300 | $42.56K | +300 | ↑ INC |
VANGUARD FIDUCIARY TRUST COCIK 0000933478 | 12,480 | $39.94K | +12,480 | NEW |
Hodges Capital Management Inc.CIK 0001337263 | 10,000 | $32.00K | – | no_change |
MORGAN STANLEYCIK 0000895421 | 10,000 | $32.00K | – | no_change |
Blue Trust, Inc.CIK 0001856022 | 1,122 | $3.59K | – | no_change |
WELLS FARGO & COMPANY/MNCIK 0000072971 | 1,000 | $3.20K | – | no_change |
UBS Group AGCIK 0001610520 | 400 | $1.28K | +400 | NEW |
Pflug Koory, LLCCIK 0001740063 | 170 | $544.00 | – | no_change |
| Filer | Δ Shares | Value |
|---|---|---|
VANGUARD CAPITAL MANAGEMENT LLCNEW | +49,450 | $158.24K |
DDFG, Inc↑ INC | +18,246 | $225.71K |
Tamar Securities, LLC↑ INC | +15,000 | $96.00K |
VANGUARD FIDUCIARY TRUST CONEW | +12,480 | $39.94K |
UBS Group AGNEW | +400 | $1.28K |
LPL Financial LLC↑ INC | +300 | $42.56K |
| Filer | Δ Shares | Value |
|---|---|---|
MILLENNIUM MANAGEMENT LLC↓ DEC | -25,866 | $223.22K |
XTX Topco Ltd↓ DEC | -5,446 | $63.13K |