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 |
|---|---|---|---|---|
Sanctuary Advisors, LLCCIK 0001777271 | 194,097 | $2.58M | – | no_change |
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119 | 148,295 | $1.94M | +148,295 | NEW |
BARD ASSOCIATES INCCIK 0001105907 | 58,059 | $772.77K | – | no_change |
OSAIC HOLDINGS, INC.CIK 0001677044 | 53,150 | $707.42K | – | no_change |
Aristides Capital LLCCIK 0001595521 | 32,555 | $433.31K | +4 | ↑ INC |
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717 | 26,846 | $351.79K | +216 | ↑ INC |
Cetera Investment AdvisersCIK 0001666741 | 25,470 | $339.01K | +12,282 | ↑ INC |
VANGUARD FIDUCIARY TRUST COCIK 0000933478 | 19,175 | $251.19K | +19,175 | NEW |
NORTHERN TRUST CORPCIK 0000073124 | 17,068 | $227.18K | -95 | ↓ DEC |
ROGCO, LPCIK 0001998892 | 16,813 | $223.78K | – | no_change |
DGS Capital Management, LLCCIK 0001900110 | 11,042 | $146.97K | -10 | ↓ DEC |
BlackRock, Inc.CIK 0002012383 | 7,005 | $93.24K | +546 | ↑ INC |
Western Wealth Management, LLCCIK 0001767902 | 2,215 | $29.48K | +2,215 | NEW |
Vanguard Global Advisers, LLCCIK 0001811242 | 1,887 | $24.72K | +1,887 | NEW |
ADIRONDACK TRUST COCIK 0001054257 | 700 | $9.32K | – | no_change |
MORGAN STANLEYCIK 0000895421 | 500 | $6.66K | – | no_change |
1620 INVESTMENT ADVISORS, INC.CIK 0001907281 | 225 | $3.00K | – | no_change |
UBS Group AGCIK 0001610520 | 191 | $2.54K | -76 | ↓ DEC |
Tower Research Capital LLC (TRC)CIK 0001533421 | 96 | $1.28K | -110 | ↓ DEC |
SBI Securities Co., Ltd.CIK 0001851815 | 12 | $160.00 | – | no_change |
CITIGROUP INCCIK 0000831001 | 1 | $13.00 | -57 | ↓ DEC |
| Filer | Δ Shares | Value |
|---|---|---|
VANGUARD CAPITAL MANAGEMENT LLCNEW | +148,295 | $1.94M |
VANGUARD FIDUCIARY TRUST CONEW | +19,175 | $251.19K |
Cetera Investment Advisers↑ INC | +12,282 | $339.01K |
Western Wealth Management, LLCNEW | +2,215 | $29.48K |
Vanguard Global Advisers, LLCNEW | +1,887 | $24.72K |
BlackRock, Inc.↑ INC | +546 | $93.24K |
GEODE CAPITAL MANAGEMENT, LLC↑ INC | +216 | $351.79K |
Aristides Capital LLC↑ INC | +4 | $433.31K |
| Filer | Δ Shares | Value |
|---|---|---|
Tower Research Capital LLC (TRC)↓ DEC | -110 | $1.28K |
NORTHERN TRUST CORP↓ DEC | -95 | $227.18K |
UBS Group AG↓ DEC | -76 | $2.54K |
CITIGROUP INC↓ DEC | -57 | $13.00 |
DGS Capital Management, LLC↓ DEC | -10 | $146.97K |