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 |
|---|---|---|---|---|
Ketron FinancialCIK 0002113129 | 10,511 | $24.39K | -214 | ↓ DEC |
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119 | 6,645 | $15.42K | +6,645 | NEW |
IFP Advisors, IncCIK 0001641866 | 2,705 | $6.28K | – | no_change |
OSAIC HOLDINGS, INC.CIK 0001677044 | 1,009 | $2.34K | -249 | ↓ DEC |
AlphaCore Capital LLCCIK 0001713662 | 841 | $1.95K | – | no_change |
MORGAN STANLEYCIK 0000895421 | 667 | $1.55K | – | no_change |
CWM, LLCCIK 0001535847 | 529 | $1.23K | – | no_change |
UBS Group AGCIK 0001610520 | 128 | $297.00 | -324 | ↓ DEC |
Sound Income Strategies, LLCCIK 0001730960 | 74 | $181.00 | – | no_change |
| Filer | Δ Shares | Value |
|---|---|---|
VANGUARD CAPITAL MANAGEMENT LLCNEW | +6,645 | $15.42K |
| Filer | Δ Shares | Value |
|---|---|---|
UBS Group AG↓ DEC | -324 | $297.00 |
OSAIC HOLDINGS, INC.↓ DEC | -249 | $2.34K |
Ketron Financial↓ DEC | -214 | $24.39K |