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 |
|---|---|---|---|---|
SmartHarvest Portfolios, LLCCIK 0002066604 | 21,396 | $134.79K | +8,035 | ↑ INC |
LPL Financial LLCCIK 0001403438 | 19,777 | $124.59K | +3,625 | ↑ INC |
MORGAN STANLEYCIK 0000895421 | 14,954 | $94.21K | -16 | ↓ DEC |
Veracity Capital LLCCIK 0001811005 | 14,902 | $93.88K | +6 | ↑ INC |
CITADEL ADVISORS LLCCIK 0001423053 | 12,596 | $78.35K | +1,386 | ↑ INC |
PNC FINANCIAL SERVICES GROUP, INC.CIK 0000713676 | 3,000 | $18.90K | +2,000 | ↑ INC |
Federation des caisses Desjardins du QuebecCIK 0002022297 | 1,800 | $10.93K | – | no_change |
OSAIC HOLDINGS, INC.CIK 0001677044 | 1,000 | $6.30K | +992 | ↑ INC |
Steward Partners Investment Advisory, LLCCIK 0001723397 | 720 | $4.54K | – | no_change |
EverSource Wealth Advisors, LLCCIK 0001710537 | 3 | $3.78K | -662 | ↓ DEC |
Russell Investments Group, Ltd.CIK 0001692234 | 395 | $2.49K | +395 | NEW |
ROYAL BANK OF CANADACIK 0001000275 | 300 | $2.00K | +300 | NEW |
Johnson Financial Group, Inc.CIK 0001477024 | 200 | $1.26K | – | no_change |
SBI Securities Co., Ltd.CIK 0001851815 | 181 | $1.14K | – | no_change |
Farther Finance Advisors, LLCCIK 0001992825 | 144 | $900.00 | +144 | NEW |
RHUMBLINE ADVISERSCIK 0001115418 | 78 | $484.00 | – | no_change |
| Filer | Δ Shares | Value |
|---|---|---|
SmartHarvest Portfolios, LLC↑ INC | +8,035 | $134.79K |
LPL Financial LLC↑ INC | +3,625 | $124.59K |
PNC FINANCIAL SERVICES GROUP, INC.↑ INC | +2,000 | $18.90K |
CITADEL ADVISORS LLC↑ INC | +1,386 | $78.35K |
OSAIC HOLDINGS, INC.↑ INC | +992 | $6.30K |
Russell Investments Group, Ltd.NEW | +395 | $2.49K |
ROYAL BANK OF CANADANEW | +300 | $2.00K |
Farther Finance Advisors, LLCNEW | +144 | $900.00 |
Veracity Capital LLC↑ INC | +6 | $93.88K |
| Filer | Δ Shares | Value |
|---|---|---|
EverSource Wealth Advisors, LLC↓ DEC | -662 | $3.78K |
MORGAN STANLEY↓ DEC | -16 | $94.21K |