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Institutional Holders · 13F

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.

Ownership

Institutions13.5%
Insiders1.5%
Institutions Count274
Institutions 13.5%Insiders 1.5%Float (Other) 85.0%
13F Filers (top 25)25Quarter 2026-03-31
Top-25 Reported Value$336.20MSum of shown holders' market value
Net Position Change10 adds · 10 trimsLargest movers this quarter

Top Holders by Value

25 shown
FilerSharesMarket ValueΔ SharesChange
FMR LLCCIK 0000315066
1,078,857$40.39M-900,900↓ DEC
AMERICAN CENTURY COMPANIES INCCIK 0000748054
961,582$36.00M-187,684↓ DEC
BANK OF AMERICA CORP /DE/CIK 0000070858
768,009$28.75M-111,875↓ DEC
MORGAN STANLEYCIK 0000895421
679,754$25.45M-732,794↓ DEC
LPL Financial LLCCIK 0001403438
516,417$19.33M+17,215↑ INC
WELLS FARGO & COMPANY/MNCIK 0000072971
495,469$18.55M+81,098↑ INC
PEAK6 LLCCIK 0001389958
484,676$18.15M+450,576↑ INC
SUSQUEHANNA INTERNATIONAL GROUP, LLPCIK 0001446194
480,151$17.98M+44,874↑ INC
Neuberger Berman Group LLCCIK 0001465109
352,716$13.21M-14,436↓ DEC
Invesco Ltd.CIK 0000914208
336,060$12.58M+128,031↑ INC
UBS Group AGCIK 0001610520
325,156$12.17M+30,690↑ INC
STIFEL FINANCIAL CORPCIK 0000720672
265,367$9.94M+44,389↑ INC
JANE STREET GROUP, LLCCIK 0001595888
219,770$8.23M+55,621↑ INC
Crestwood Advisors Group, LLCCIK 0001426853
218,283$8.17M-444↓ DEC
HORIZON KINETICS ASSET MANAGEMENT LLCCIK 0001056823
217,447$8.14M+23,706↑ INC
RAYMOND JAMES FINANCIAL INCCIK 0000720005
214,920$8.05M+16,264↑ INC
Four Tree Island Advisory LLCCIK 0002048142
207,571$7.77M–no_change
CITADEL ADVISORS LLCCIK 0001423053
181,792$6.81M-99,326↓ DEC
D.A. DAVIDSON & CO.CIK 0001080107
161,707$6.05M-4,032↓ DEC
Cetera Investment AdvisersCIK 0001666741
156,695$5.87M+5,075↑ INC
OSAIC HOLDINGS, INC.CIK 0001677044
147,106$5.51M-14,538↓ DEC
MOODY ALDRICH PARTNERS LLCCIK 0000936941
137,341$5.14M–no_change
WEALTH ENHANCEMENT ADVISORY SERVICES, LLCCIK 0001632972
126,190$4.87M-63,944↓ DEC
HUB Investment Partners, LLCCIK 0001841815
127,375$4.77M-26,864↓ DEC
ROYAL BANK OF CANADACIK 0001000275
115,126$4.31M+6,263↑ INC

Top Adds (Buyers)

FilerΔ SharesValue
PEAK6 LLC↑ INC
+450,576$18.15M
Invesco Ltd.↑ INC
+128,031$12.58M
WELLS FARGO & COMPANY/MN↑ INC
+81,098$18.55M
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC↑ INC
+63,867$3.87M
JANE STREET GROUP, LLC↑ INC
+55,621$8.23M
Caption Management, LLCNEW
+50,000$1.87M
SUSQUEHANNA INTERNATIONAL GROUP, LLP↑ INC
+44,874$17.98M
STIFEL FINANCIAL CORP↑ INC
+44,389$9.94M
Kestra Advisory Services, LLC↑ INC
+39,636$2.78M
Tidal Investments LLCNEW
+32,161$1.20M

Top Trims (Sellers)

FilerΔ SharesValue
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO↓ DEC
-3,614,641$982.98K
FMR LLC↓ DEC
-900,900$40.39M
MORGAN STANLEY↓ DEC
-732,794$25.45M
NATIXIS↓ DEC
-585,600$2.81M
FRANKLIN RESOURCES INC↓ DEC
-375,765$336.02K
Focus Partners Wealth↓ DEC
-300,879$1.80M
AMERICAN CENTURY COMPANIES INC↓ DEC
-187,684$36.00M
BANK OF AMERICA CORP /DE/↓ DEC
-111,875$28.75M
CITADEL ADVISORS LLC↓ DEC
-99,326$6.81M
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC↓ DEC
-63,944$4.87M