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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

Institutions14.0%
Insiders28.1%
Institutions Count38
Institutions 14.0%Insiders 28.1%Float (Other) 58.0%
13F Filers (top 25)25Quarter 2026-03-31
Top-25 Reported Value$9.91MSum of shown holders' market value
Net Position Change10 adds · 8 trimsLargest movers this quarter

Top Holders by Value

25 shown
FilerSharesMarket ValueΔ SharesChange
AWM Investment Company, Inc.CIK 0001535264
1,848,641$4.34M-26,359↓ DEC
Diametric Capital, LPCIK 0001719087
323,847$761.04K+323,847NEW
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717
274,147$644.54K+19,544↑ INC
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119
258,512$607.50K+258,512NEW
PERKINS CAPITAL MANAGEMENT INCCIK 0000884300
245,000$575.75K–no_change
EMG Holdings, L.P.CIK 0001478394
195,781$460.08K–no_change
VANGUARD FIDUCIARY TRUST COCIK 0000933478
119,112$279.91K+119,112NEW
Centiva Capital, LPCIK 0001692507
97,447$229.00K+85,830↑ INC
STATE STREET CORPCIK 0000093751
97,420$228.94K+24,000↑ INC
CITIZENS FINANCIAL GROUP INC/RICIK 0000759944
92,298$216.90K+92,298NEW
Sowell Financial Services LLCCIK 0001633697
91,447$214.90K+91,447NEW
LPL Financial LLCCIK 0001403438
80,383$188.90K+63,250↑ INC
BlackRock, Inc.CIK 0002012383
55,335$130.04K–no_change
PRELUDE CAPITAL MANAGEMENT, LLCCIK 0001387508
54,513$128.11K+54,513NEW
GOLDMAN SACHS GROUP INCCIK 0000886982
51,637$121.35K-4,737↓ DEC
NORTHERN TRUST CORPCIK 0000073124
51,192$120.30K+12,620↑ INC
JPMORGAN CHASE & COCIK 0000019617
46,035$97.13K+45,217↑ INC
Relyea Zuckerberg Hanson LLCCIK 0001793691
40,000$94.00K+26,000↑ INC
Creative PlanningCIK 0001540235
38,175$89.71K+3,818↑ INC
MORGAN STANLEYCIK 0000895421
31,007$72.87K+21,307↑ INC
WADDELL & ASSOCIATES, LLCCIK 0001776757
31,000$72.85K–no_change
Intrua Financial, LLCCIK 0001812792
29,500$69.33K+29,500NEW
TRANSCEND CAPITAL ADVISORS, LLCCIK 0001776082
29,000$68.15K+29,000NEW
BANK OF AMERICA CORP /DE/CIK 0000070858
21,630$50.83K+21,416↑ INC
UBS Group AGCIK 0001610520
19,822$46.58K-38,493↓ DEC

Top Adds (Buyers)

FilerΔ SharesValue
Diametric Capital, LPNEW
+323,847$761.04K
VANGUARD CAPITAL MANAGEMENT LLCNEW
+258,512$607.50K
VANGUARD FIDUCIARY TRUST CONEW
+119,112$279.91K
CITIZENS FINANCIAL GROUP INC/RINEW
+92,298$216.90K
Sowell Financial Services LLCNEW
+91,447$214.90K
Centiva Capital, LP↑ INC
+85,830$229.00K
LPL Financial LLC↑ INC
+63,250$188.90K
PRELUDE CAPITAL MANAGEMENT, LLCNEW
+54,513$128.11K
JPMORGAN CHASE & CO↑ INC
+45,217$97.13K
Intrua Financial, LLCNEW
+29,500$69.33K

Top Trims (Sellers)

FilerΔ SharesValue
RENAISSANCE TECHNOLOGIES LLC↓ DEC
-58,744$39.85K
UBS Group AG↓ DEC
-38,493$46.58K
AWM Investment Company, Inc.↓ DEC
-26,359$4.34M
TWO SIGMA SECURITIES, LLC↓ DEC
-5,793$24.66K
GOLDMAN SACHS GROUP INC↓ DEC
-4,737$121.35K
HRT FINANCIAL LP↓ DEC
-4,337$36.00
MANCHESTER FINANCIAL INC↓ DEC
-3,448$34.20K
Journey Advisory Group, LLC↓ DEC
-1,000$28.20K