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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

Institutions3.1%
Insiders7.1%
Institutions Count12
Institutions 3.1%Insiders 7.1%Float (Other) 89.7%
13F Filers (top 25)12Quarter 2026-03-31
Top-25 Reported Value$1.33MSum of shown holders' market value
Net Position Change7 adds · 3 trimsLargest movers this quarter

Top Holders by Value

12 shown
FilerSharesMarket ValueΔ SharesChange
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119
37,641$639.90K+37,641NEW
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717
17,909$304.77K+2,409↑ INC
Mink Brook Asset Management LLCCIK 0002052205
10,000$170.00K+10,000NEW
VANGUARD FIDUCIARY TRUST COCIK 0000933478
8,368$142.26K+8,368NEW
OSAIC HOLDINGS, INC.CIK 0001677044
1,896$32.23K+600↑ INC
Access Investment Management LLCCIK 0002010477
1,200$20.40K+320↑ INC
UBS Group AGCIK 0001610520
693$11.78K-670↓ DEC
NATIONAL BANK OF CANADA /FI/CIK 0000926171
245$4.12K–no_change
Tower Research Capital LLC (TRC)CIK 0001533421
170$2.89K-184↓ DEC
Federation des caisses Desjardins du QuebecCIK 0002022297
25$425.00–no_change
Western Wealth Management, LLCCIK 0001767902
2$32.00+2NEW
WELLS FARGO & COMPANY/MNCIK 0000072971
0$3.00–sold_all

Top Adds (Buyers)

FilerΔ SharesValue
VANGUARD CAPITAL MANAGEMENT LLCNEW
+37,641$639.90K
Mink Brook Asset Management LLCNEW
+10,000$170.00K
VANGUARD FIDUCIARY TRUST CONEW
+8,368$142.26K
GEODE CAPITAL MANAGEMENT, LLC↑ INC
+2,409$304.77K
OSAIC HOLDINGS, INC.↑ INC
+600$32.23K
Access Investment Management LLC↑ INC
+320$20.40K
Western Wealth Management, LLCNEW
+2$32.00

Top Trims (Sellers)

FilerΔ SharesValue
UBS Group AG↓ DEC
-670$11.78K
Tower Research Capital LLC (TRC)↓ DEC
-184$2.89K
WELLS FARGO & COMPANY/MNsold_all
0$3.00