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EOD US-equity data for investors and AI agents

Data is end-of-day, not real-time, and not investment advice

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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

Institutions7.4%
Insiders0.0%
Institutions Count3
Institutions 7.4%Insiders 0.0%Float (Other) 92.6%
13F Filers (top 25)3Quarter 2026-03-31
Top-25 Reported Value$6.00KSum of shown holders' market value
Net Position Change0 adds · 0 trimsLargest movers this quarter

Top Holders by Value

3 shown
FilerSharesMarket ValueΔ SharesChange
CAPTRUST FINANCIAL ADVISORSCIK 0001512024
78,400$3.75K–no_change
Clear Street Group Inc.CIK 0001881567
47,023$2.25K–no_change
Palisades Hudson Asset Management, L.P.CIK 0001388443
56,000$3.00–no_change

Top Adds (Buyers)

No adds reported this quarter.

Top Trims (Sellers)

No trims reported this quarter.