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 |
|---|---|---|---|---|
Frazier Life Sciences Management, L.P.CIK 0001892134 | 2,291,666 | $14.32M | – | no_change |
Novo Holdings A/SCIK 0001388325 | 1,057,421 | $6.61M | -1,247,579 | ↓ DEC |
GENERAL AMERICAN INVESTORS CO INCCIK 0000040417 | 354,361 | $2.21M | – | no_change |
WELLS FARGO & COMPANY/MNCIK 0000072971 | 78,029 | $487.68K | -45,434 | ↓ DEC |
MORGAN STANLEYCIK 0000895421 | 46,925 | $293.28K | +3,944 | ↑ INC |
IRONWOOD INVESTMENT MANAGEMENT LLCCIK 0001127761 | 25,135 | $157.09K | – | no_change |
OLD MISSION CAPITAL LLCCIK 0001455915 | 13,759 | $85.99K | +11,080 | ↑ INC |
VSM Wealth Advisory, LLCCIK 0002050660 | 10,000 | $62.50K | +1,000 | ↑ INC |
China Universal Asset Management Co., Ltd.CIK 0001906594 | 5,000 | $31.25K | – | no_change |
RHUMBLINE ADVISERSCIK 0001115418 | 1,793 | $11.21K | +30 | ↑ INC |
GAMMA Investing LLCCIK 0002010235 | 1,426 | $8.91K | -431 | ↓ DEC |
Steigerwald, Gordon & Koch Inc.CIK 0001731876 | 1,250 | $7.81K | +1,250 | NEW |
EverSource Wealth Advisors, LLCCIK 0001710537 | 30 | $6.35K | -68 | ↓ DEC |
UBS Group AGCIK 0001610520 | 782 | $4.89K | +579 | ↑ INC |
BNP PARIBAS FINANCIAL MARKETSCIK 0001166588 | 200 | $1.25K | +200 | NEW |
OSAIC HOLDINGS, INC.CIK 0001677044 | 55 | $344.00 | -1,500 | ↓ DEC |
Clearstead Advisors, LLCCIK 0000842775 | 48 | $303.00 | – | no_change |
Smartleaf Asset Management LLCCIK 0002010393 | 43 | $266.00 | – | no_change |
HRT FINANCIAL LPCIK 0001475597 | 20,847 | $130.00 | +20,847 | NEW |
Allworth Financial LPCIK 0001555170 | 7 | $44.00 | – | no_change |
Activest Wealth ManagementCIK 0001883134 | 1 | $6.00 | – | no_change |
| Filer | Δ Shares | Value |
|---|---|---|
HRT FINANCIAL LPNEW | +20,847 | $130.00 |
OLD MISSION CAPITAL LLC↑ INC | +11,080 | $85.99K |
MORGAN STANLEY↑ INC | +3,944 | $293.28K |
Steigerwald, Gordon & Koch Inc.NEW | +1,250 | $7.81K |
VSM Wealth Advisory, LLC↑ INC | +1,000 | $62.50K |
UBS Group AG↑ INC | +579 | $4.89K |
BNP PARIBAS FINANCIAL MARKETSNEW | +200 | $1.25K |
RHUMBLINE ADVISERS↑ INC | +30 | $11.21K |
| Filer | Δ Shares | Value |
|---|---|---|
Novo Holdings A/S↓ DEC | -1,247,579 | $6.61M |
WELLS FARGO & COMPANY/MN↓ DEC | -45,434 | $487.68K |
OSAIC HOLDINGS, INC.↓ DEC | -1,500 | $344.00 |
GAMMA Investing LLC↓ DEC | -431 | $8.91K |
EverSource Wealth Advisors, LLC↓ DEC | -68 | $6.35K |