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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

Institutions56.3%
Insiders18.1%
Institutions Count20
Institutions 56.3%Insiders 18.1%Float (Other) 25.6%
13F Filers (top 25)20Quarter 2026-03-31
Top-25 Reported Value$62.84MSum of shown holders' market value
Net Position Change6 adds · 7 trimsLargest movers this quarter

Top Holders by Value

20 shown
FilerSharesMarket ValueΔ SharesChange
SUMMIT PARTNERS L PCIK 0000830588
6,053,693$62.43M–no_change
RENAISSANCE TECHNOLOGIES LLCCIK 0001037389
17,569$181.17K-1,000↓ DEC
BRIDGEWAY CAPITAL MANAGEMENT, LLCCIK 0001107261
11,475$118.33K–no_change
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119
4,550$46.92K+4,550NEW
BlackRock, Inc.CIK 0002012383
2,561$26.41K-688↓ DEC
VANGUARD FIDUCIARY TRUST COCIK 0000933478
2,072$21.37K+2,072NEW
FMR LLCCIK 0000315066
871$8.98K–no_change
JONES FINANCIAL COMPANIES LLLPCIK 0000815917
429$4.28K+103↑ INC
MORGAN STANLEYCIK 0000895421
406$4.19K+180↑ INC
Tower Research Capital LLC (TRC)CIK 0001533421
285$2.94K+53↑ INC
OSAIC HOLDINGS, INC.CIK 0001677044
125$1.29K-5↓ DEC
UBS Group AGCIK 0001610520
41$423.00-1↓ DEC
JPMORGAN CHASE & COCIK 0000019617
41$396.00+3↑ INC
NISA INVESTMENT ADVISORS, LLCCIK 0000937615
28$289.00–no_change
PNC FINANCIAL SERVICES GROUP, INC.CIK 0000713676
13$134.00–no_change
CWM, LLCCIK 0001535847
12$124.00-2↓ DEC
BNP PARIBAS FINANCIAL MARKETSCIK 0001166588
4$41.00–no_change
True Wealth Design, LLCCIK 0001966033
2$21.00–no_change
Arax Advisory PartnersCIK 0001586767
1$10.00-7↓ DEC
ROYAL BANK OF CANADACIK 0001000275
15$0.00-59↓ DEC

Top Adds (Buyers)

FilerΔ SharesValue
VANGUARD CAPITAL MANAGEMENT LLCNEW
+4,550$46.92K
VANGUARD FIDUCIARY TRUST CONEW
+2,072$21.37K
MORGAN STANLEY↑ INC
+180$4.19K
JONES FINANCIAL COMPANIES LLLP↑ INC
+103$4.28K
Tower Research Capital LLC (TRC)↑ INC
+53$2.94K
JPMORGAN CHASE & CO↑ INC
+3$396.00

Top Trims (Sellers)

FilerΔ SharesValue
RENAISSANCE TECHNOLOGIES LLC↓ DEC
-1,000$181.17K
BlackRock, Inc.↓ DEC
-688$26.41K
ROYAL BANK OF CANADA↓ DEC
-59$0.00
Arax Advisory Partners↓ DEC
-7$10.00
OSAIC HOLDINGS, INC.↓ DEC
-5$1.29K
CWM, LLC↓ DEC
-2$124.00
UBS Group AG↓ DEC
-1$423.00