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 |
|---|---|---|---|---|
Jackson Wealth Management, LLCCIK 0001536799 | 639,510 | $76.00K | – | no_change |
CoreCap Advisors, LLCCIK 0001902501 | 4,800 | $573.00 | – | no_change |
GILL CAPITAL PARTNERS, LLCCIK 0000729563 | 2,719 | $325.00 | +2,719 | NEW |
HARBOUR INVESTMENTS, INC.CIK 0000810121 | 2,200 | $263.00 | +2,060 | ↑ INC |
Sound Income Strategies, LLCCIK 0001730960 | 1,000 | $112.00 | – | no_change |
Bogart Wealth, LLCCIK 0001715740 | 680 | $81.00 | +500 | ↑ INC |
| Filer | Δ Shares | Value |
|---|---|---|
GILL CAPITAL PARTNERS, LLCNEW | +2,719 | $325.00 |
HARBOUR INVESTMENTS, INC.↑ INC | +2,060 | $263.00 |
Bogart Wealth, LLC↑ INC | +500 | $81.00 |