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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

Institutions0.1%
Insiders3.5%
Institutions Count19
Institutions 0.1%Insiders 3.5%Float (Other) 96.3%
13F Filers (top 25)19Quarter 2026-03-31
Top-25 Reported Value$616.79KSum of shown holders' market value
Net Position Change5 adds · 8 trimsLargest movers this quarter

Top Holders by Value

19 shown
FilerSharesMarket ValueΔ SharesChange
XTX Topco LtdCIK 0001828301
18,623$110.99K+8,292↑ INC
UBS Group AGCIK 0001610520
16,036$95.58K-1,519↓ DEC
CITADEL ADVISORS LLCCIK 0001423053
14,879$88.68K-53,786↓ DEC
RENAISSANCE TECHNOLOGIES LLCCIK 0001037389
13,400$79.86K-4,100↓ DEC
MORGAN STANLEYCIK 0000895421
11,025$65.71K-14,000↓ DEC
RHUMBLINE ADVISERSCIK 0001115418
6,063$36.13K+229↑ INC
OSAIC HOLDINGS, INC.CIK 0001677044
5,795$34.53K-1,225↓ DEC
GAMMA Investing LLCCIK 0002010235
5,269$31.40K-2,708↓ DEC
WELLS FARGO & COMPANY/MNCIK 0000072971
4,565$27.21K+300↑ INC
Steward Partners Investment Advisory, LLCCIK 0001723397
3,124$18.62K–no_change
US BANCORP \DE\CIK 0000036104
1,937$11.54K–no_change
SBI Securities Co., Ltd.CIK 0001851815
882$5.26K+23↑ INC
JONES FINANCIAL COMPANIES LLLPCIK 0000815917
700$4.19K+550↑ INC
JNBA Financial AdvisorsCIK 0001569118
500$2.98K–no_change
ROYAL BANK OF CANADACIK 0001000275
350$2.00K-950↓ DEC
SHP Wealth ManagementCIK 0001807060
200$1.19K–no_change
Center for Financial Planning, Inc.CIK 0001803557
69$412.00–no_change
Westside Investment Management, Inc.CIK 0001538383
50$312.00-250↓ DEC
Sound Income Strategies, LLCCIK 0001730960
33$200.00–no_change

Top Adds (Buyers)

FilerΔ SharesValue
XTX Topco Ltd↑ INC
+8,292$110.99K
JONES FINANCIAL COMPANIES LLLP↑ INC
+550$4.19K
WELLS FARGO & COMPANY/MN↑ INC
+300$27.21K
RHUMBLINE ADVISERS↑ INC
+229$36.13K
SBI Securities Co., Ltd.↑ INC
+23$5.26K

Top Trims (Sellers)

FilerΔ SharesValue
CITADEL ADVISORS LLC↓ DEC
-53,786$88.68K
MORGAN STANLEY↓ DEC
-14,000$65.71K
RENAISSANCE TECHNOLOGIES LLC↓ DEC
-4,100$79.86K
GAMMA Investing LLC↓ DEC
-2,708$31.40K
UBS Group AG↓ DEC
-1,519$95.58K
OSAIC HOLDINGS, INC.↓ DEC
-1,225$34.53K
ROYAL BANK OF CANADA↓ DEC
-950$2.00K
Westside Investment Management, Inc.↓ DEC
-250$312.00