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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

Institutions5.6%
Insiders60.4%
Institutions Count13
Institutions 5.6%Insiders 60.4%Float (Other) 34.0%
13F Filers (top 25)13Quarter 2026-03-31
Top-25 Reported Value$598.95KSum of shown holders' market value
Net Position Change7 adds · 2 trimsLargest movers this quarter

Top Holders by Value

13 shown
FilerSharesMarket ValueΔ SharesChange
Focus Partners WealthCIK 0001542153
166,016$305.47K-500↓ DEC
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717
53,579$98.58K+21,087↑ INC
STATE STREET CORPCIK 0000093751
31,595$58.13K–no_change
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119
30,201$55.57K+30,201NEW
VANGUARD FIDUCIARY TRUST COCIK 0000933478
13,761$25.32K+13,761NEW
XTX Topco LtdCIK 0001828301
10,153$18.68K+10,153NEW
OSAIC HOLDINGS, INC.CIK 0001677044
10,000$18.40K–no_change
JPMORGAN CHASE & COCIK 0000019617
5,904$10.63K–no_change
UBS Group AGCIK 0001610520
2,679$4.93K+2,671↑ INC
Tower Research Capital LLC (TRC)CIK 0001533421
1,751$3.22K-283↓ DEC
Caitong International Asset Management Co., LtdCIK 0001963355
3$6.00+3NEW
CITIGROUP INCCIK 0000831001
1$2.00–no_change
ROYAL BANK OF CANADACIK 0001000275
25$0.00+6↑ INC

Top Adds (Buyers)

FilerΔ SharesValue
VANGUARD CAPITAL MANAGEMENT LLCNEW
+30,201$55.57K
GEODE CAPITAL MANAGEMENT, LLC↑ INC
+21,087$98.58K
VANGUARD FIDUCIARY TRUST CONEW
+13,761$25.32K
XTX Topco LtdNEW
+10,153$18.68K
UBS Group AG↑ INC
+2,671$4.93K
ROYAL BANK OF CANADA↑ INC
+6$0.00
Caitong International Asset Management Co., LtdNEW
+3$6.00

Top Trims (Sellers)

FilerΔ SharesValue
Focus Partners Wealth↓ DEC
-500$305.47K
Tower Research Capital LLC (TRC)↓ DEC
-283$3.22K