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 |
|---|---|---|---|---|
North Capital, Inc.CIK 0002065938 | 88,130 | $1.91M | +929 | ↑ INC |
PRIVATE TRUST CO NACIK 0001277557 | 3,170 | $68.77K | – | no_change |
MORGAN STANLEYCIK 0000895421 | 1,508 | $32.71K | -4,356 | ↓ DEC |
OSAIC HOLDINGS, INC.CIK 0001677044 | 424 | $9.20K | – | no_change |
Virtu Financial LLCCIK 0001533964 | 20,809 | $451.00 | -40 | ↓ DEC |
| Filer | Δ Shares | Value |
|---|---|---|
North Capital, Inc.↑ INC | +929 | $1.91M |
| Filer | Δ Shares | Value |
|---|---|---|
MORGAN STANLEY↓ DEC | -4,356 | $32.71K |
Virtu Financial LLC↓ DEC | -40 | $451.00 |