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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

Institutions0.2%
Insiders0.0%
Institutions Count4
Institutions 0.2%Insiders 0.0%Float (Other) 99.8%
13F Filers (top 25)4Quarter 2026-03-31
Top-25 Reported Value$917.00Sum of shown holders' market value
Net Position Change1 adds · 2 trimsLargest movers this quarter

Top Holders by Value

4 shown
FilerSharesMarket ValueΔ SharesChange
CAPTRUST FINANCIAL ADVISORSCIK 0001512024
15,200$461.00+15,200NEW
CITADEL ADVISORS LLCCIK 0001423053
11,486$348.00-1,092↓ DEC
GoalVest Advisory LLCCIK 0001839307
3,000$91.00–no_change
UBS Group AGCIK 0001610520
580$17.00-913↓ DEC

Top Adds (Buyers)

FilerΔ SharesValue
CAPTRUST FINANCIAL ADVISORSNEW
+15,200$461.00

Top Trims (Sellers)

FilerΔ SharesValue
CITADEL ADVISORS LLC↓ DEC
-1,092$348.00
UBS Group AG↓ DEC
-913$17.00