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 |
|---|---|---|---|---|
Kingsview Wealth Management, LLCCIK 0001791965 | 15,000 | $6.13K | +15,000 | NEW |
Clearstead Advisors, LLCCIK 0000842775 | 277 | $92.00 | +277 | NEW |
| Filer | Δ Shares | Value |
|---|---|---|
Kingsview Wealth Management, LLCNEW | +15,000 | $6.13K |
Clearstead Advisors, LLCNEW | +277 | $92.00 |