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 |
|---|---|---|---|---|
180 WEALTH ADVISORS, LLCCIK 0001730817 | 302,982 | $1.05M | -6,200 | ↓ DEC |
MARSHALL WACE, LLPCIK 0001318757 | 248,414 | $859.51K | +248,414 | NEW |
CITADEL ADVISORS LLCCIK 0001423053 | 147,230 | $509.42K | +56,294 | ↑ INC |
McGowan Group Asset Management, Inc.CIK 0001633227 | 109,530 | $378.97K | -1,750 | ↓ DEC |
MORGAN STANLEYCIK 0000895421 | 102,423 | $354.38K | +93,651 | ↑ INC |
JANE STREET GROUP, LLCCIK 0001595888 | 59,523 | $205.95K | +59,523 | NEW |
XTX Topco LtdCIK 0001828301 | 18,379 | $63.59K | -882 | ↓ DEC |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 15,000 | $51.90K | -2,677 | ↓ DEC |
LPL Financial LLCCIK 0001403438 | 14,308 | $49.51K | -40,061 | ↓ DEC |
STIFEL FINANCIAL CORPCIK 0000720672 | 10,300 | $35.64K | +290 | ↑ INC |
UBS Group AGCIK 0001610520 | 9,644 | $33.37K | -6,391 | ↓ DEC |
OSAIC HOLDINGS, INC.CIK 0001677044 | 8,505 | $29.43K | – | no_change |
Allworth Financial LPCIK 0001555170 | 5,304 | $18.35K | – | no_change |
PNC FINANCIAL SERVICES GROUP, INC.CIK 0000713676 | 5,200 | $17.99K | +560 | ↑ INC |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLCCIK 0001818604 | 5,000 | $16.50K | -5,000 | ↓ DEC |
Financial Gravity Asset Management, Inc.CIK 0001741736 | 4,000 | $13.84K | – | no_change |
WELLS FARGO & COMPANY/MNCIK 0000072971 | 3,501 | $12.11K | – | no_change |
SIMPLEX TRADING, LLCCIK 0001488542 | 1,077 | $3.73K | -1,256 | ↓ DEC |
HARBOUR INVESTMENTS, INC.CIK 0000810121 | 800 | $2.77K | +800 | NEW |
EverSource Wealth Advisors, LLCCIK 0001710537 | 254 | $1.62K | +74 | ↑ INC |
Meramec Financial Planners, LLCCIK 0002100778 | 463 | $1.55K | +13 | ↑ INC |
JPMORGAN CHASE & COCIK 0000019617 | 114 | $415.00 | +114 | NEW |
HRT FINANCIAL LPCIK 0001475597 | 30,094 | $104.00 | +30,094 | NEW |
GSA CAPITAL PARTNERS LLPCIK 0001362033 | 24,621 | $85.00 | +2,757 | ↑ INC |
ACADIAN ASSET MANAGEMENT LLCCIK 0000916542 | 14,233 | $49.00 | +4,378 | ↑ INC |
| Filer | Δ Shares | Value |
|---|---|---|
MARSHALL WACE, LLPNEW | +248,414 | $859.51K |
MORGAN STANLEY↑ INC | +93,651 | $354.38K |
JANE STREET GROUP, LLCNEW | +59,523 | $205.95K |
CITADEL ADVISORS LLC↑ INC | +56,294 | $509.42K |
HRT FINANCIAL LPNEW | +30,094 | $104.00 |
ACADIAN ASSET MANAGEMENT LLC↑ INC | +4,378 | $49.00 |
GSA CAPITAL PARTNERS LLP↑ INC | +2,757 | $85.00 |
HARBOUR INVESTMENTS, INC.NEW | +800 | $2.77K |
PNC FINANCIAL SERVICES GROUP, INC.↑ INC | +560 | $17.99K |
STIFEL FINANCIAL CORP↑ INC | +290 | $35.64K |
| Filer | Δ Shares | Value |
|---|---|---|
LPL Financial LLC↓ DEC | -40,061 | $49.51K |
UBS Group AG↓ DEC | -6,391 | $33.37K |
180 WEALTH ADVISORS, LLC↓ DEC | -6,200 | $1.05M |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC↓ DEC | -5,000 | $16.50K |
BANK OF AMERICA CORP /DE/↓ DEC | -2,677 | $51.90K |
McGowan Group Asset Management, Inc.↓ DEC | -1,750 | $378.97K |
SIMPLEX TRADING, LLC↓ DEC | -1,256 | $3.73K |
XTX Topco Ltd↓ DEC | -882 | $63.59K |
BNP PARIBAS FINANCIAL MARKETS↓ DEC | -93 | $7.00 |