Stockfacts
Use CasesDocsPricing
Log inSign up free
OverviewFinancialsTrendsTranscriptsOptionsInstitutionsInsidersCorporate ActionsSEC Filings
Stockfacts

EOD US-equity data for investors and AI agents

Data is end-of-day, not real-time, and not investment advice

Use CasesDashboard

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

Institutions0.0%
Insiders0.0%
Institutions Count15
Institutions 0.0%Insiders 0.0%Float (Other) 100.0%
13F Filers (top 25)15Quarter 2026-03-31
Top-25 Reported Value$1.11MSum of shown holders' market value
Net Position Change2 adds · 5 trimsLargest movers this quarter

Top Holders by Value

15 shown
FilerSharesMarket ValueΔ SharesChange
Twin Lakes Capital Management, LLCCIK 0001847794
139,258$484.62K–no_change
HB Wealth Management, LLCCIK 0001911253
58,460$203.44K–no_change
MORGAN STANLEYCIK 0000895421
58,382$203.17K-5,300↓ DEC
GREENLEAF TRUSTCIK 0001162170
32,000$111.36K–no_change
CITADEL ADVISORS LLCCIK 0001423053
20,077$71.47K+3,266↑ INC
BNP PARIBAS FINANCIAL MARKETSCIK 0001166588
6,809$23.70K-100↓ DEC
RHUMBLINE ADVISERSCIK 0001115418
1,970$7.01K-157↓ DEC
GAMMA Investing LLCCIK 0002010235
1,856$6.46K+1,066↑ INC
OSAIC HOLDINGS, INC.CIK 0001677044
68$240.00-13↓ DEC
Blue Trust, Inc.CIK 0001856022
40$139.00–no_change
Farther Finance Advisors, LLCCIK 0001992825
22$80.00–no_change
CoreCap Advisors, LLCCIK 0001902501
21$73.00–no_change
Steward Partners Investment Advisory, LLCCIK 0001723397
6$21.00–no_change
ACADIAN ASSET MANAGEMENT LLCCIK 0000916542
1,863$6.00-2,936↓ DEC
DANSKE BANK A/SCIK 0000800177
1$4.00–no_change

Top Adds (Buyers)

FilerΔ SharesValue
CITADEL ADVISORS LLC↑ INC
+3,266$71.47K
GAMMA Investing LLC↑ INC
+1,066$6.46K

Top Trims (Sellers)

FilerΔ SharesValue
MORGAN STANLEY↓ DEC
-5,300$203.17K
ACADIAN ASSET MANAGEMENT LLC↓ DEC
-2,936$6.00
RHUMBLINE ADVISERS↓ DEC
-157$7.01K
BNP PARIBAS FINANCIAL MARKETS↓ DEC
-100$23.70K
OSAIC HOLDINGS, INC.↓ DEC
-13$240.00