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 | 111,105 | $296.65K | +89,364 | ↑ INC |
Independent Advisor AllianceCIK 0001696899 | 35,333 | $94.34K | +35,333 | NEW |
MORGAN STANLEYCIK 0000895421 | 20,938 | $55.90K | -3,062 | ↓ DEC |
BANK OF MONTREAL /CAN/CIK 0000927971 | 20,000 | $53.40K | +20,000 | NEW |
UBS Group AGCIK 0001610520 | 18,431 | $49.21K | -14,376 | ↓ DEC |
EverSource Wealth Advisors, LLCCIK 0001710537 | 275 | $24.32K | -336 | ↓ DEC |
RHUMBLINE ADVISERSCIK 0001115418 | 883 | $2.36K | – | no_change |
| Filer | Δ Shares | Value |
|---|---|---|
SmartHarvest Portfolios, LLC↑ INC | +89,364 | $296.65K |
Independent Advisor AllianceNEW | +35,333 | $94.34K |
BANK OF MONTREAL /CAN/NEW | +20,000 | $53.40K |
| Filer | Δ Shares | Value |
|---|---|---|
UBS Group AG↓ DEC | -14,376 | $49.21K |
MORGAN STANLEY↓ DEC | -3,062 | $55.90K |
EverSource Wealth Advisors, LLC↓ DEC | -336 | $24.32K |