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 |
|---|---|---|---|---|
Cavalier Investments, LLCCIK 0001655543 | 46,000 | $2.65M | +3,746 | ↑ INC |
JANE STREET GROUP, LLCCIK 0001595888 | 44,167 | $2.55M | -26,900 | ↓ DEC |
OLD MISSION CAPITAL LLCCIK 0001455915 | 32,015 | $1.85M | +3,254 | ↑ INC |
Navis Wealth Advisors, LLCCIK 0001849055 | 18,053 | $1.04M | +18,053 | NEW |
CITADEL ADVISORS LLCCIK 0001423053 | 5,198 | $299.61K | -2,040 | ↓ DEC |
Mariner, LLCCIK 0001373442 | 4,501 | $259.41K | +4,501 | NEW |
OSAIC HOLDINGS, INC.CIK 0001677044 | 2,095 | $120.76K | -85 | ↓ DEC |
Sound Income Strategies, LLCCIK 0001730960 | 1,458 | $83.28K | +1,458 | NEW |
Aspect Partners, LLCCIK 0001985284 | 40 | $2.31K | +20 | ↑ INC |
NATIONAL BANK OF CANADA /FI/CIK 0000926171 | 15 | $862.00 | – | no_change |
WELLS FARGO & COMPANY/MNCIK 0000072971 | 1 | $81.00 | -1 | ↓ DEC |
UBS Group AGCIK 0001610520 | 1 | $58.00 | -32,609 | ↓ DEC |
MORGAN STANLEYCIK 0000895421 | 1 | $58.00 | – | no_change |
| Filer | Δ Shares | Value |
|---|---|---|
Navis Wealth Advisors, LLCNEW | +18,053 | $1.04M |
Mariner, LLCNEW | +4,501 | $259.41K |
Cavalier Investments, LLC↑ INC | +3,746 | $2.65M |
OLD MISSION CAPITAL LLC↑ INC | +3,254 | $1.85M |
Sound Income Strategies, LLCNEW | +1,458 | $83.28K |
Aspect Partners, LLC↑ INC | +20 | $2.31K |
| Filer | Δ Shares | Value |
|---|---|---|
UBS Group AG↓ DEC | -32,609 | $58.00 |
JANE STREET GROUP, LLC↓ DEC | -26,900 | $2.55M |
CITADEL ADVISORS LLC↓ DEC | -2,040 | $299.61K |
OSAIC HOLDINGS, INC.↓ DEC | -85 | $120.76K |
WELLS FARGO & COMPANY/MN↓ DEC | -1 | $81.00 |