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 |
|---|---|---|---|---|
Ethos Financial Group, LLCCIK 0001954242 | 183,993 | $63.85K | +25,380 | ↑ INC |
JAG CAPITAL MANAGEMENT, LLCCIK 0001080374 | 33,000 | $11.45K | +2,000 | ↑ INC |
Wealth Group LtdCIK 0002010748 | 29,195 | $10.13K | +3,099 | ↑ INC |
Winch Advisory Services, LLCCIK 0001585822 | 12,000 | $4.16K | – | no_change |
| Filer | Δ Shares | Value |
|---|---|---|
Ethos Financial Group, LLC↑ INC | +25,380 | $63.85K |
Wealth Group Ltd↑ INC | +3,099 | $10.13K |
JAG CAPITAL MANAGEMENT, LLC↑ INC | +2,000 | $11.45K |