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 |
|---|---|---|---|---|
ENVESTNET ASSET MANAGEMENT INCCIK 0001407543 | 211,612 | $6.98M | +43,709 | ↑ INC |
Legacy Wealth Asset Management, LLCCIK 0001846151 | 172,848 | $5.70M | +206 | ↑ INC |
RHS Financial, LLCCIK 0001766514 | 115,372 | $3.80M | -1,644 | ↓ DEC |
&PARTNERSCIK 0000107136 | 45,493 | $1.50M | +45,493 | NEW |
Bruce G. Allen Investments, LLCCIK 0002005409 | 16,538 | $545.18K | – | no_change |
Corient Private Wealth LLCCIK 0001948780 | 10,270 | $338.56K | – | no_change |
JANE STREET GROUP, LLCCIK 0001595888 | 8,350 | $275.26K | -9,786 | ↓ DEC |
Dorsey & Whitney Trust CO LLCCIK 0001384042 | 7,810 | $257.46K | -76 | ↓ DEC |
Smartleaf Asset Management LLCCIK 0002010393 | 2,014 | $66.97K | +2,014 | NEW |
MORGAN STANLEYCIK 0000895421 | 661 | $21.79K | – | no_change |
JPMORGAN CHASE & COCIK 0000019617 | 180 | $5.99K | – | no_change |
| Filer | Δ Shares | Value |
|---|---|---|
&PARTNERSNEW | +45,493 | $1.50M |
ENVESTNET ASSET MANAGEMENT INC↑ INC | +43,709 | $6.98M |
Smartleaf Asset Management LLCNEW | +2,014 | $66.97K |
Legacy Wealth Asset Management, LLC↑ INC | +206 | $5.70M |
| Filer | Δ Shares | Value |
|---|---|---|
JANE STREET GROUP, LLC↓ DEC | -9,786 | $275.26K |
RHS Financial, LLC↓ DEC | -1,644 | $3.80M |
Dorsey & Whitney Trust CO LLC↓ DEC | -76 | $257.46K |