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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

Institutions23.7%
Insiders4.8%
Institutions Count72
Institutions 23.7%Insiders 4.8%Float (Other) 71.5%
13F Filers (top 25)25Quarter 2026-03-31
Top-25 Reported Value$15.26MSum of shown holders' market value
Net Position Change10 adds · 10 trimsLargest movers this quarter

Top Holders by Value

25 shown
FilerSharesMarket ValueΔ SharesChange
BIOS Capital Management, LPCIK 0001813845
6,000,000$4.56M–no_change
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119
3,001,787$2.28M+3,001,787NEW
DAVENPORT & Co LLCCIK 0000887777
2,892,808$2.20M+20,972↑ INC
RENAISSANCE TECHNOLOGIES LLCCIK 0001037389
1,117,136$848.47K+147,623↑ INC
Chescapmanager LLCCIK 0001697162
997,029$757.24K–no_change
BlackRock, Inc.CIK 0002012383
968,362$735.47K-45,976↓ DEC
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717
920,208$699.23K+46,254↑ INC
Hilton Capital Management, LLCCIK 0001541211
548,950$416.93K–no_change
VANGUARD FIDUCIARY TRUST COCIK 0000933478
463,684$352.40K+463,684NEW
Dauntless Investment Group, LLCCIK 0002044285
431,000$327.35K-35,000↓ DEC
CM Management, LLCCIK 0001841857
400,000$303.80K+200,000↑ INC
JANE STREET GROUP, LLCCIK 0001595888
370,140$281.12K-244,121↓ DEC
Sigma Planning CorpCIK 0001449126
337,765$256.53K+121,600↑ INC
STATE STREET CORPCIK 0000093751
314,483$238.85K–no_change
AMERICAN FINANCIAL GROUP INCCIK 0001042046
205,000$155.70K–no_change
XTX Topco LtdCIK 0001828301
195,803$148.71K+158,576↑ INC
TOCQUEVILLE ASSET MANAGEMENT L.P.CIK 0000883961
195,000$148.10K+2,500↑ INC
NORTHERN TRUST CORPCIK 0000073124
168,686$128.12K-25,628↓ DEC
Texas Capital Bank Wealth Management Services IncCIK 0001802655
123,296$93.64K–no_change
CHARLES SCHWAB INVESTMENT MANAGEMENT INCCIK 0000884546
84,940$64.51K–no_change
SUSQUEHANNA INTERNATIONAL GROUP, LLPCIK 0001446194
80,663$61.26K+670↑ INC
UBS Group AGCIK 0001610520
76,873$58.35K+2,541↑ INC
Corient Private Wealth LLCCIK 0001948780
72,112$54.77K–no_change
McAdam, LLCCIK 0001695490
69,953$53.13K-4,156↓ DEC
Catalyst Funds Management Pty LtdCIK 0001896150
52,800$40.10K+52,800NEW

Top Adds (Buyers)

FilerΔ SharesValue
VANGUARD CAPITAL MANAGEMENT LLCNEW
+3,001,787$2.28M
VANGUARD FIDUCIARY TRUST CONEW
+463,684$352.40K
CM Management, LLC↑ INC
+200,000$303.80K
XTX Topco Ltd↑ INC
+158,576$148.71K
HRT FINANCIAL LPNEW
+152,999$116.00
RENAISSANCE TECHNOLOGIES LLC↑ INC
+147,623$848.47K
Sigma Planning Corp↑ INC
+121,600$256.53K
Catalyst Funds Management Pty LtdNEW
+52,800$40.10K
GEODE CAPITAL MANAGEMENT, LLC↑ INC
+46,254$699.23K
Virtu Financial LLC↑ INC
+30,174$53.00

Top Trims (Sellers)

FilerΔ SharesValue
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO↓ DEC
-2,042,815$13.27K
JANE STREET GROUP, LLC↓ DEC
-244,121$281.12K
CITADEL ADVISORS LLC↓ DEC
-135,296$19.68K
MORGAN STANLEY↓ DEC
-65,455$21.17K
BlackRock, Inc.↓ DEC
-45,976$735.47K
Vanguard Personalized Indexing Management, LLC↓ DEC
-44,968$8.38K
Dauntless Investment Group, LLC↓ DEC
-35,000$327.35K
TWO SIGMA INVESTMENTS, LP↓ DEC
-28,500$14.60K
NORTHERN TRUST CORP↓ DEC
-25,628$128.12K
Bank of New York Mellon Corp↓ DEC
-4,333$10.22K