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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

Institutions5.8%
Insiders1.5%
Institutions Count25
Institutions 5.8%Insiders 1.5%Float (Other) 92.7%
13F Filers (top 25)25Quarter 2026-03-31
Top-25 Reported Value$1.73MSum of shown holders' market value
Net Position Change10 adds · 4 trimsLargest movers this quarter

Top Holders by Value

25 shown
FilerSharesMarket ValueΔ SharesChange
JANE STREET GROUP, LLCCIK 0001595888
1,873,551$372.46K+952,300↑ INC
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119
1,564,152$311.27K+1,564,152NEW
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717
1,508,963$300.12K+329,648↑ INC
UBS Group AGCIK 0001610520
860,583$171.26K+27,198↑ INC
HighTower Advisors, LLCCIK 0001462245
833,574$165.72K+19,674↑ INC
VANGUARD FIDUCIARY TRUST COCIK 0000933478
747,875$148.83K+747,875NEW
NORTHERN TRUST CORPCIK 0000073124
332,381$66.08K+161,756↑ INC
CARY STREET PARTNERS FINANCIAL LLCCIK 0001475045
254,586$50.61K+254,586NEW
STATE STREET CORPCIK 0000093751
232,800$46.28K+232,800NEW
Rothschild Wealth LLCCIK 0001811345
93,172$18.52K+93,172NEW
AQR CAPITAL MANAGEMENT LLCCIK 0001167557
93,172$18.52K+93,172NEW
DIVERSIFY WEALTH MANAGEMENT, LLCCIK 0002030780
61,000$17.75K–no_change
Fairway Wealth LLCCIK 0002019393
50,000$9.94K–no_change
Arkadios Wealth AdvisorsCIK 0001800798
40,000$7.95K-10,000↓ DEC
BANK OF MONTREAL /CAN/CIK 0000927971
20,000$3.98K–no_change
Tower Research Capital LLC (TRC)CIK 0001533421
18,902$3.76K+9,170↑ INC
B. Riley Wealth Advisors, Inc.CIK 0001464811
20,000$3.71K–no_change
OSAIC HOLDINGS, INC.CIK 0001677044
13,500$2.68K-1,000↓ DEC
Soltis Investment Advisors LLCCIK 0001802530
11,604$2.31K–no_change
Code Waechter LLCCIK 0002039212
10,000$1.99K–no_change
MAI Capital ManagementCIK 0001040197
7,500$1.49K–no_change
CITIGROUP INCCIK 0000831001
790$157.00+254↑ INC
SBI Securities Co., Ltd.CIK 0001851815
97$19.00-1,002↓ DEC
Virtu Financial LLCCIK 0001533964
47,768$9.00-352,521↓ DEC
Sound Income Strategies, LLCCIK 0001730960
1$0.00+1NEW

Top Adds (Buyers)

FilerΔ SharesValue
VANGUARD CAPITAL MANAGEMENT LLCNEW
+1,564,152$311.27K
JANE STREET GROUP, LLC↑ INC
+952,300$372.46K
VANGUARD FIDUCIARY TRUST CONEW
+747,875$148.83K
GEODE CAPITAL MANAGEMENT, LLC↑ INC
+329,648$300.12K
CARY STREET PARTNERS FINANCIAL LLCNEW
+254,586$50.61K
STATE STREET CORPNEW
+232,800$46.28K
NORTHERN TRUST CORP↑ INC
+161,756$66.08K
AQR CAPITAL MANAGEMENT LLCNEW
+93,172$18.52K
Rothschild Wealth LLCNEW
+93,172$18.52K
UBS Group AG↑ INC
+27,198$171.26K

Top Trims (Sellers)

FilerΔ SharesValue
Virtu Financial LLC↓ DEC
-352,521$9.00
Arkadios Wealth Advisors↓ DEC
-10,000$7.95K
SBI Securities Co., Ltd.↓ DEC
-1,002$19.00
OSAIC HOLDINGS, INC.↓ DEC
-1,000$2.68K