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 |
|---|---|---|---|---|
MATAURO, LLCCIK 0002052964 | 345,684 | $32.95M | +7,701 | ↑ INC |
MORGAN STANLEYCIK 0000895421 | 148,803 | $14.18M | +37,816 | ↑ INC |
LPL Financial LLCCIK 0001403438 | 74,779 | $7.13M | +33,462 | ↑ INC |
Axiom Financial Strategies, LLCCIK 0001831985 | 63,338 | $6.04M | -23,350 | ↓ DEC |
OSAIC HOLDINGS, INC.CIK 0001677044 | 48,414 | $4.61M | -33,827 | ↓ DEC |
SUSQUEHANNA INTERNATIONAL GROUP, LLPCIK 0001446194 | 47,469 | $4.52M | +41,069 | ↑ INC |
Cetera Investment AdvisersCIK 0001666741 | 39,382 | $3.75M | +9,727 | ↑ INC |
AMERIPRISE FINANCIAL INCCIK 0000820027 | 38,763 | $3.70M | -8,333 | ↓ DEC |
Pekin Hardy Strauss, Inc.CIK 0001020317 | 26,132 | $2.49M | -935 | ↓ DEC |
ROYAL BANK OF CANADACIK 0001000275 | 25,792 | $2.46M | -5,121 | ↓ DEC |
CLIFTONLARSONALLEN WEALTH ADVISORS, LLCCIK 0000944361 | 19,923 | $1.90M | – | no_change |
CAZ INVESTMENTS LPCIK 0001159363 | 15,600 | $1.49M | – | no_change |
MML INVESTORS SERVICES, LLCCIK 0000701059 | 14,223 | $1.36M | -11,002 | ↓ DEC |
ARKANSAS FINANCIAL GROUP, INC.CIK 0000764611 | 13,599 | $1.29M | +557 | ↑ INC |
WealthShield Partners, LLCCIK 0001729303 | 13,436 | $1.28M | +151 | ↑ INC |
MISSION WEALTH MANAGEMENT, LPCIK 0001645382 | 13,010 | $1.24M | +13,010 | NEW |
Winter & Associates, Inc.CIK 0002109063 | 12,545 | $1.21M | +4,313 | ↑ INC |
Focus Partners Advisor Solutions, LLCCIK 0001868872 | 12,610 | $1.20M | +3,989 | ↑ INC |
Belvedere Trading LLCCIK 0001632341 | 11,800 | $1.12M | +7,500 | ↑ INC |
Federation des caisses Desjardins du QuebecCIK 0002022297 | 9,512 | $904.40K | +780 | ↑ INC |
DV Trading LLCCIK 0001721757 | 8,500 | $810.19K | – | no_change |
Asset Dedication, LLCCIK 0001475896 | 8,412 | $801.81K | -254 | ↓ DEC |
Kestra Advisory Services, LLCCIK 0001830819 | 8,304 | $791.54K | +112 | ↑ INC |
Merit Financial Group, LLCCIK 0001621225 | 8,238 | $785.22K | – | no_change |
Creative PlanningCIK 0001540235 | 8,226 | $784.08K | +1,102 | ↑ INC |
| Filer | Δ Shares | Value |
|---|---|---|
SUSQUEHANNA INTERNATIONAL GROUP, LLP↑ INC | +41,069 | $4.52M |
MORGAN STANLEY↑ INC | +37,816 | $14.18M |
LPL Financial LLC↑ INC | +33,462 | $7.13M |
MISSION WEALTH MANAGEMENT, LPNEW | +13,010 | $1.24M |
Cetera Investment Advisers↑ INC | +9,727 | $3.75M |
Waterloo Capital, L.P.NEW | +8,028 | $765.21K |
MATAURO, LLC↑ INC | +7,701 | $32.95M |
Belvedere Trading LLC↑ INC | +7,500 | $1.12M |
Winter & Associates, Inc.↑ INC | +4,313 | $1.21M |
Focus Partners Advisor Solutions, LLC↑ INC | +3,989 | $1.20M |
| Filer | Δ Shares | Value |
|---|---|---|
OSAIC HOLDINGS, INC.↓ DEC | -33,827 | $4.61M |
Axiom Financial Strategies, LLC↓ DEC | -23,350 | $6.04M |
JANE STREET GROUP, LLC↓ DEC | -18,799 | $547.22K |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO↓ DEC | -16,983 | $4.77K |
MML INVESTORS SERVICES, LLC↓ DEC | -11,002 | $1.36M |
FLOW TRADERS U.S. LLC↓ DEC | -9,405 | $256.00 |
AMERIPRISE FINANCIAL INC↓ DEC | -8,333 | $3.70M |
ROYAL BANK OF CANADA↓ DEC | -5,121 | $2.46M |
Ferguson Shapiro LLC↓ DEC | -1,609 | $628.14K |
HARBOUR INVESTMENTS, INC.↓ DEC | -1,034 | $182.25K |