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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

Institutions22.9%
Insiders79.2%
Institutions Count36
Institutions 22.9%Insiders 79.2%Float (Other) 0.0%
13F Filers (top 25)25Quarter 2026-03-31
Top-25 Reported Value$4.32MSum of shown holders' market value
Net Position Change10 adds · 5 trimsLargest movers this quarter

Top Holders by Value

25 shown
FilerSharesMarket ValueΔ SharesChange
FMR LLCCIK 0000315066
824,863$2.48M–no_change
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119
208,419$627.34K+208,419NEW
BlackRock, Inc.CIK 0002012383
74,977$225.68K+759↑ INC
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717
67,794$204.10K+11,143↑ INC
Spark Investment Management LLCCIK 0001554871
57,634$173.48K–no_change
BRIDGEWAY CAPITAL MANAGEMENT, LLCCIK 0001107261
42,120$126.78K+7,189↑ INC
VANGUARD FIDUCIARY TRUST COCIK 0000933478
28,500$85.78K+28,500NEW
Performa Ltd (US), LLCCIK 0001650303
25,000$75.25K+6,650↑ INC
STATE STREET CORPCIK 0000093751
19,714$59.34K–no_change
NORTHERN TRUST CORPCIK 0000073124
15,152$45.61K–no_change
Arnhold LLCCIK 0001733755
13,070$39.34K–no_change
COLDSTREAM CAPITAL MANAGEMENT INCCIK 0001082339
11,188$33.68K+501↑ INC
Trellis Wealth Advisors LLCCIK 0001989031
10,687$32.17K+10,687NEW
Finley Financial, LLCCIK 0002047823
10,000$30.10K+5,000↑ INC
UBS Group AGCIK 0001610520
6,212$18.70K-1,391↓ DEC
Rockefeller Capital Management L.P.CIK 0001739439
4,039$12.16K–no_change
BNP PARIBAS FINANCIAL MARKETSCIK 0001166588
3,959$11.92K+1↑ INC
MORGAN STANLEYCIK 0000895421
3,467$10.44K-2,428↓ DEC
SBI Securities Co., Ltd.CIK 0001851815
3,292$9.91K+36↑ INC
ROYAL BANK OF CANADACIK 0001000275
2,723$8.00K+109↑ INC
Vanguard Global Advisers, LLCCIK 0001811242
1,780$5.36K+1,780NEW
GROUP ONE TRADING LLCCIK 0000932540
299$900.00-253↓ DEC
RHUMBLINE ADVISERSCIK 0001115418
146$439.00–no_change
OSAIC HOLDINGS, INC.CIK 0001677044
108$324.00–no_change
WELLS FARGO & COMPANY/MNCIK 0000072971
75$226.00–no_change

Top Adds (Buyers)

FilerΔ SharesValue
VANGUARD CAPITAL MANAGEMENT LLCNEW
+208,419$627.34K
VANGUARD FIDUCIARY TRUST CONEW
+28,500$85.78K
GEODE CAPITAL MANAGEMENT, LLC↑ INC
+11,143$204.10K
Trellis Wealth Advisors LLCNEW
+10,687$32.17K
BRIDGEWAY CAPITAL MANAGEMENT, LLC↑ INC
+7,189$126.78K
Performa Ltd (US), LLC↑ INC
+6,650$75.25K
Finley Financial, LLC↑ INC
+5,000$30.10K
Vanguard Global Advisers, LLCNEW
+1,780$5.36K
BlackRock, Inc.↑ INC
+759$225.68K
COLDSTREAM CAPITAL MANAGEMENT INC↑ INC
+501$33.68K

Top Trims (Sellers)

FilerΔ SharesValue
MORGAN STANLEY↓ DEC
-2,428$10.44K
UBS Group AG↓ DEC
-1,391$18.70K
Tower Research Capital LLC (TRC)↓ DEC
-358$9.00
GROUP ONE TRADING LLC↓ DEC
-253$900.00
JPMORGAN CHASE & CO↓ DEC
-11$12.00