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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

Institutions26.7%
Insiders50.4%
Institutions Count36
Institutions 26.7%Insiders 50.4%Float (Other) 22.9%
13F Filers (top 25)25Quarter 2026-03-31
Top-25 Reported Value$11.25MSum of shown holders' market value
Net Position Change10 adds · 5 trimsLargest movers this quarter

Top Holders by Value

25 shown
FilerSharesMarket ValueΔ SharesChange
Arete Wealth Advisors, LLCCIK 0001600151
49,549$3.99M+49,549NEW
Stonepine Capital Management, LLCCIK 0001440771
792,289$2.16M-21,415↓ DEC
AWM Investment Company, Inc.CIK 0001535264
619,574$1.69M–no_change
DIADEMA PARTNERS LPCIK 0002026172
353,077$963.90K+47,289↑ INC
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119
261,146$712.93K+261,146NEW
TWO SIGMA INVESTMENTS, LPCIK 0001179392
121,973$332.99K+14,840↑ INC
RENAISSANCE TECHNOLOGIES LLCCIK 0001037389
93,723$255.86K+4,100↑ INC
Persistent Asset Partners LtdCIK 0002056052
92,897$253.61K+13,482↑ INC
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717
92,636$252.93K+18,539↑ INC
VANGUARD FIDUCIARY TRUST COCIK 0000933478
47,048$128.44K+47,048NEW
DIMENSIONAL FUND ADVISORS LPCIK 0000354204
43,585$118.99K+8,222↑ INC
CITADEL ADVISORS LLCCIK 0001423053
36,841$100.58K+21,290↑ INC
BELLEVUE ASSET MANAGEMENT, LLCCIK 0001801619
25,013$68.28K–no_change
BlackRock, Inc.CIK 0002012383
22,793$62.23K–no_change
XTX Topco LtdCIK 0001828301
21,582$58.92K-4,278↓ DEC
NORTHERN TRUST CORPCIK 0000073124
19,169$52.33K–no_change
Daytona Street Capital LLCCIK 0002101936
10,000$26.80K–no_change
MAI Capital ManagementCIK 0001040197
3,575$9.76K–no_change
UBS Group AGCIK 0001610520
1,663$4.54K-1,386↓ DEC
Tower Research Capital LLC (TRC)CIK 0001533421
1,564$4.27K-149↓ DEC
OSAIC HOLDINGS, INC.CIK 0001677044
462$1.26K+2↑ INC
JPMORGAN CHASE & COCIK 0000019617
154$405.00+154NEW
CROWN ADVISORS MANAGEMENT, INC.CIK 0001733248
145,000$395.00+145,000NEW
WELLS FARGO & COMPANY/MNCIK 0000072971
127$347.00–no_change
MORGAN STANLEYCIK 0000895421
125$341.00–no_change

Top Adds (Buyers)

FilerΔ SharesValue
VANGUARD CAPITAL MANAGEMENT LLCNEW
+261,146$712.93K
CROWN ADVISORS MANAGEMENT, INC.NEW
+145,000$395.00
Arete Wealth Advisors, LLCNEW
+49,549$3.99M
DIADEMA PARTNERS LP↑ INC
+47,289$963.90K
VANGUARD FIDUCIARY TRUST CONEW
+47,048$128.44K
CITADEL ADVISORS LLC↑ INC
+21,290$100.58K
GEODE CAPITAL MANAGEMENT, LLC↑ INC
+18,539$252.93K
TWO SIGMA INVESTMENTS, LP↑ INC
+14,840$332.99K
Persistent Asset Partners Ltd↑ INC
+13,482$253.61K
DIMENSIONAL FUND ADVISORS LP↑ INC
+8,222$118.99K

Top Trims (Sellers)

FilerΔ SharesValue
FNY Investment Advisers, LLC↓ DEC
-31,510$0.00
Stonepine Capital Management, LLC↓ DEC
-21,415$2.16M
XTX Topco Ltd↓ DEC
-4,278$58.92K
UBS Group AG↓ DEC
-1,386$4.54K
Tower Research Capital LLC (TRC)↓ DEC
-149$4.27K