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 |
|---|---|---|---|---|
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119 | 155,541 | $2.16M | +155,541 | NEW |
Williams Jones Wealth Management, LLC.CIK 0001788587 | 100,140 | $1.41M | -25 | ↓ DEC |
Csenge Advisory GroupCIK 0001715593 | 68,360 | $964.55K | +117 | ↑ INC |
BlackRock, Inc.CIK 0002012383 | 63,308 | $893.27K | -106 | ↓ DEC |
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717 | 47,933 | $664.91K | +6,010 | ↑ INC |
VANGUARD FIDUCIARY TRUST COCIK 0000933478 | 22,632 | $313.68K | +22,632 | NEW |
HighTower Advisors, LLCCIK 0001462245 | 20,571 | $290.25K | – | no_change |
Forum Financial Management, LPCIK 0001911832 | 17,321 | $244.40K | – | no_change |
STATE STREET CORPCIK 0000093751 | 15,047 | $208.55K | +600 | ↑ INC |
SUSQUEHANNA INTERNATIONAL GROUP, LLPCIK 0001446194 | 10,330 | $143.17K | +255 | ↑ INC |
JPMORGAN CHASE & COCIK 0000019617 | 4,757 | $62.32K | -221 | ↓ DEC |
UBS Group AGCIK 0001610520 | 2,851 | $40.23K | -5,098 | ↓ DEC |
OSAIC HOLDINGS, INC.CIK 0001677044 | 2,036 | $28.72K | +1,259 | ↑ INC |
ROYAL BANK OF CANADACIK 0001000275 | 1,875 | $27.00K | – | no_change |
MORGAN STANLEYCIK 0000895421 | 1,426 | $20.12K | -263 | ↓ DEC |
Cornerstone National Bank & Trust CoCIK 0002104293 | 1,200 | $18.02K | – | no_change |
Vanguard Global Advisers, LLCCIK 0001811242 | 1,123 | $15.56K | +1,123 | NEW |
Sound Income Strategies, LLCCIK 0001730960 | 405 | $6.08K | – | no_change |
WELLS FARGO & COMPANY/MNCIK 0000072971 | 394 | $5.56K | – | no_change |
CWM, LLCCIK 0001535847 | 275 | $3.88K | +275 | NEW |
NBC SECURITIES, INC.CIK 0000791540 | 202 | $2.85K | – | no_change |
GROUP ONE TRADING LLCCIK 0000932540 | 50 | $693.00 | – | no_change |
SBI Securities Co., Ltd.CIK 0001851815 | 44 | $621.00 | – | no_change |
Rossby Financial, LCCCIK 0002056510 | 35 | $526.00 | – | no_change |
SHP Wealth ManagementCIK 0001807060 | 36 | $508.00 | – | no_change |
| Filer | Δ Shares | Value |
|---|---|---|
VANGUARD CAPITAL MANAGEMENT LLCNEW | +155,541 | $2.16M |
VANGUARD FIDUCIARY TRUST CONEW | +22,632 | $313.68K |
GEODE CAPITAL MANAGEMENT, LLC↑ INC | +6,010 | $664.91K |
OSAIC HOLDINGS, INC.↑ INC | +1,259 | $28.72K |
Vanguard Global Advisers, LLCNEW | +1,123 | $15.56K |
STATE STREET CORP↑ INC | +600 | $208.55K |
CWM, LLCNEW | +275 | $3.88K |
SUSQUEHANNA INTERNATIONAL GROUP, LLP↑ INC | +255 | $143.17K |
Csenge Advisory Group↑ INC | +117 | $964.55K |
| Filer | Δ Shares | Value |
|---|---|---|
UBS Group AG↓ DEC | -5,098 | $40.23K |
BNP PARIBAS FINANCIAL MARKETS↓ DEC | -822 | $183.00 |
MORGAN STANLEY↓ DEC | -263 | $20.12K |
JPMORGAN CHASE & CO↓ DEC | -221 | $62.32K |
BlackRock, Inc.↓ DEC | -106 | $893.27K |
Williams Jones Wealth Management, LLC.↓ DEC | -25 | $1.41M |
FMR LLC↓ DEC | -3 | $18.00 |