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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

Institutions6.4%
Insiders66.5%
Institutions Count31
Institutions 6.4%Insiders 66.5%Float (Other) 27.0%
13F Filers (top 25)25Quarter 2026-03-31
Top-25 Reported Value$819.33KSum of shown holders' market value
Net Position Change10 adds · 5 trimsLargest movers this quarter

Top Holders by Value

25 shown
FilerSharesMarket ValueΔ SharesChange
STIFEL FINANCIAL CORPCIK 0000720672
81,816$350.17K+25,733↑ INC
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717
41,193$176.31K+14,316↑ INC
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119
29,215$125.04K+29,215NEW
VANGUARD FIDUCIARY TRUST COCIK 0000933478
15,587$66.71K+15,587NEW
XTX Topco LtdCIK 0001828301
12,450$53.29K+12,450NEW
BlackRock, Inc.CIK 0002012383
4,849$20.75K–no_change
MAI Capital ManagementCIK 0001040197
1,602$6.86K+1,600↑ INC
Arax Advisory PartnersCIK 0001586767
1,340$5.74K+1,340NEW
WELLS FARGO & COMPANY/MNCIK 0000072971
500$2.14K+400↑ INC
UBS Group AGCIK 0001610520
491$2.10K-7,264↓ DEC
JONES FINANCIAL COMPANIES LLLPCIK 0000815917
368$1.34K+364↑ INC
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COCIK 0001141802
312$1.33K-74,057↓ DEC
MORGAN STANLEYCIK 0000895421
294$1.26K-1↓ DEC
CITIGROUP INCCIK 0000831001
240$1.03K+233↑ INC
ROYAL BANK OF CANADACIK 0001000275
172$1.00K-172↓ DEC
NBC SECURITIES, INC.CIK 0000791540
200$856.00–no_change
BNP PARIBAS FINANCIAL MARKETSCIK 0001166588
180$770.00-300↓ DEC
Elevated Capital Advisors, LLCCIK 0001802387
171$732.00–no_change
Vanguard Global Advisers, LLCCIK 0001811242
133$569.00+133NEW
OSAIC HOLDINGS, INC.CIK 0001677044
103$440.00+4↑ INC
SBI Securities Co., Ltd.CIK 0001851815
102$437.00+2↑ INC
Raiffeisen Bank International AGCIK 0002044885
55$220.00–no_change
PRICE T ROWE ASSOCIATES INC /MD/CIK 0000080255
24,590$106.00+8,600↑ INC
Center for Financial Planning, Inc.CIK 0001803557
22$95.00–no_change
HUNTINGTON NATIONAL BANKCIK 0000049205
10$43.00–no_change

Top Adds (Buyers)

FilerΔ SharesValue
VANGUARD CAPITAL MANAGEMENT LLCNEW
+29,215$125.04K
STIFEL FINANCIAL CORP↑ INC
+25,733$350.17K
VANGUARD FIDUCIARY TRUST CONEW
+15,587$66.71K
GEODE CAPITAL MANAGEMENT, LLC↑ INC
+14,316$176.31K
XTX Topco LtdNEW
+12,450$53.29K
PRICE T ROWE ASSOCIATES INC /MD/↑ INC
+8,600$106.00
MAI Capital Management↑ INC
+1,600$6.86K
Arax Advisory PartnersNEW
+1,340$5.74K
WELLS FARGO & COMPANY/MN↑ INC
+400$2.14K
JONES FINANCIAL COMPANIES LLLP↑ INC
+364$1.34K

Top Trims (Sellers)

FilerΔ SharesValue
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO↓ DEC
-74,057$1.33K
UBS Group AG↓ DEC
-7,264$2.10K
BNP PARIBAS FINANCIAL MARKETS↓ DEC
-300$770.00
ROYAL BANK OF CANADA↓ DEC
-172$1.00K
MORGAN STANLEY↓ DEC
-1$1.26K