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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

Institutions14.3%
Insiders0.0%
Institutions Count33
Institutions 14.3%Insiders 0.0%Float (Other) 85.7%
13F Filers (top 25)25Quarter 2026-03-31
Top-25 Reported Value$33.08MSum of shown holders' market value
Net Position Change8 adds · 10 trimsLargest movers this quarter

Top Holders by Value

25 shown
FilerSharesMarket ValueΔ SharesChange
B Group, Inc.CIK 0002043476
3,281,501$10.40M–no_change
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLCCIK 0000861177
3,178,620$10.08M–no_change
Long Focus Capital Management, LLCCIK 0001602716
2,744,098$8.70M-43,652↓ DEC
BlackRock, Inc.CIK 0002012383
341,523$1.08M-42,776↓ DEC
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.CIK 0000921739
226,875$719.00K–no_change
EverSource Wealth Advisors, LLCCIK 0001710537
5,079$524.86K+4,883↑ INC
MORGAN STANLEYCIK 0000895421
86,776$275.08K-400↓ DEC
LPL Financial LLCCIK 0001403438
84,345$267.37K-447↓ DEC
SUSQUEHANNA INTERNATIONAL GROUP, LLPCIK 0001446194
65,942$209.04K+13,519↑ INC
CITADEL ADVISORS LLCCIK 0001423053
44,315$140.48K-51,112↓ DEC
MARSHALL WACE, LLPCIK 0001318757
41,112$130.33K-137,361↓ DEC
BNP PARIBAS FINANCIAL MARKETSCIK 0001166588
41,000$129.97K-300↓ DEC
UBS Group AGCIK 0001610520
29,774$94.38K-20,326↓ DEC
Delaney Dennis RCIK 0001661536
24,000$76.08K–no_change
XTX Topco LtdCIK 0001828301
16,269$51.57K+5,743↑ INC
QUADRANT CAPITAL GROUP LLCCIK 0001650717
944$48.97K-1,817↓ DEC
RHUMBLINE ADVISERSCIK 0001115418
15,085$47.81K+1,742↑ INC
Lido Advisors, LLCCIK 0001650150
10,094$32.00K+10,094NEW
First Affirmative Financial NetworkCIK 0001656282
10,149$28.93K–no_change
HARBOUR INVESTMENTS, INC.CIK 0000810121
4,500$14.27K–no_change
NATIONAL BANK OF CANADA /FI/CIK 0000926171
3,600$11.05K–no_change
WELLS FARGO & COMPANY/MNCIK 0000072971
3,150$9.99K–no_change
Tower Research Capital LLC (TRC)CIK 0001533421
1,797$5.70K+664↑ INC
Atlantic Union Bankshares CorpCIK 0000883948
1,500$4.75K–no_change
GAMMA Investing LLCCIK 0002010235
734$2.33K-373↓ DEC

Top Adds (Buyers)

FilerΔ SharesValue
SUSQUEHANNA INTERNATIONAL GROUP, LLP↑ INC
+13,519$209.04K
Lido Advisors, LLCNEW
+10,094$32.00K
XTX Topco Ltd↑ INC
+5,743$51.57K
EverSource Wealth Advisors, LLC↑ INC
+4,883$524.86K
RHUMBLINE ADVISERS↑ INC
+1,742$47.81K
Tower Research Capital LLC (TRC)↑ INC
+664$5.70K
BARCLAYS PLC↑ INC
+196$710.00
Larson Financial Group LLCNEW
+75$238.00

Top Trims (Sellers)

FilerΔ SharesValue
MARSHALL WACE, LLP↓ DEC
-137,361$130.33K
CITADEL ADVISORS LLC↓ DEC
-51,112$140.48K
Long Focus Capital Management, LLC↓ DEC
-43,652$8.70M
BlackRock, Inc.↓ DEC
-42,776$1.08M
UBS Group AG↓ DEC
-20,326$94.38K
CITIGROUP INC↓ DEC
-2,557$3.00
QUADRANT CAPITAL GROUP LLC↓ DEC
-1,817$48.97K
LPL Financial LLC↓ DEC
-447$267.37K
MORGAN STANLEY↓ DEC
-400$275.08K
GAMMA Investing LLC↓ DEC
-373$2.33K