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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

Institutions12.8%
Insiders18.7%
Institutions Count28
Institutions 12.8%Insiders 18.7%Float (Other) 68.5%
13F Filers (top 25)25Quarter 2026-03-31
Top-25 Reported Value$2.69MSum of shown holders' market value
Net Position Change10 adds · 3 trimsLargest movers this quarter

Top Holders by Value

25 shown
FilerSharesMarket ValueΔ SharesChange
Wealthspire Advisors, LLCCIK 0001646247
553,604$719.69K+10,845↑ INC
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119
388,874$505.54K+388,874NEW
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717
200,822$261.11K+61,979↑ INC
Leo Wealth, LLCCIK 0001912202
173,302$225.29K–no_change
SIMON QUICK ADVISORS, LLCCIK 0001692038
173,302$225.29K–no_change
Corient Private Wealth LLCCIK 0001948780
160,000$208.00K–no_change
VANGUARD FIDUCIARY TRUST COCIK 0000933478
58,125$75.56K+58,125NEW
STATE STREET CORPCIK 0000093751
55,732$72.45K–no_change
XTX Topco LtdCIK 0001828301
54,897$71.37K+29,110↑ INC
BlackRock, Inc.CIK 0002012383
42,581$55.36K+10,673↑ INC
NORTHERN TRUST CORPCIK 0000073124
33,993$44.19K–no_change
Private Wealth Asset Management, LLCCIK 0001883006
26,052$33.87K–no_change
GRANITE ISLANDS PRIVATE WEALTH, LLCCIK 0002111372
24,450$31.79K+2,600↑ INC
Vanguard Personalized Indexing Management, LLCCIK 0001767306
24,269$31.55K+11,253↑ INC
JANE STREET GROUP, LLCCIK 0001595888
21,223$27.59K+21,223NEW
Johnson Financial Group, Inc.CIK 0001477024
20,305$26.40K–no_change
Coastal Bridge Advisors, LLCCIK 0001665976
19,790$25.73K–no_change
Kestra Advisory Services, LLCCIK 0001830819
19,182$24.94K–no_change
Steward Partners Investment Advisory, LLCCIK 0001723397
8,693$11.30K–no_change
Vanguard Global Advisers, LLCCIK 0001811242
5,385$7.00K+5,385NEW
UBS Group AGCIK 0001610520
3,521$4.58K-7,611↓ DEC
Fortitude Family Office, LLCCIK 0001950506
909$1.18K-425↓ DEC
WELLS FARGO & COMPANY/MNCIK 0000072971
600$780.00–no_change
OSAIC HOLDINGS, INC.CIK 0001677044
500$650.00–no_change
CITIGROUP INCCIK 0000831001
273$355.00+272↑ INC

Top Adds (Buyers)

FilerΔ SharesValue
VANGUARD CAPITAL MANAGEMENT LLCNEW
+388,874$505.54K
GEODE CAPITAL MANAGEMENT, LLC↑ INC
+61,979$261.11K
VANGUARD FIDUCIARY TRUST CONEW
+58,125$75.56K
XTX Topco Ltd↑ INC
+29,110$71.37K
JANE STREET GROUP, LLCNEW
+21,223$27.59K
Vanguard Personalized Indexing Management, LLC↑ INC
+11,253$31.55K
Wealthspire Advisors, LLC↑ INC
+10,845$719.69K
BlackRock, Inc.↑ INC
+10,673$55.36K
Vanguard Global Advisers, LLCNEW
+5,385$7.00K
GRANITE ISLANDS PRIVATE WEALTH, LLC↑ INC
+2,600$31.79K

Top Trims (Sellers)

FilerΔ SharesValue
UBS Group AG↓ DEC
-7,611$4.58K
Fortitude Family Office, LLC↓ DEC
-425$1.18K
SBI Securities Co., Ltd.↓ DEC
-19$4.00