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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

Institutions12.5%
Insiders32.4%
Institutions Count31
Institutions 12.5%Insiders 32.4%Float (Other) 55.0%
13F Filers (top 25)25Quarter 2026-03-31
Top-25 Reported Value$6.40MSum of shown holders' market value
Net Position Change10 adds · 2 trimsLargest movers this quarter

Top Holders by Value

25 shown
FilerSharesMarket ValueΔ SharesChange
Bleichroeder LPCIK 0001781002
6,250,000$4.16M+6,250,000NEW
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119
881,672$586.31K+881,672NEW
DSG Capital Advisors, LLCCIK 0002060765
625,000$415.69K+461,358↑ INC
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717
521,824$347.08K+423,473↑ INC
VANGUARD FIDUCIARY TRUST COCIK 0000933478
294,721$195.99K+294,721NEW
Focus Partners WealthCIK 0001542153
212,655$141.44K–no_change
Arcus Capital Partners, LLCCIK 0001651960
187,573$124.75K–no_change
NORTHERN TRUST CORPCIK 0000073124
111,050$73.86K+84,661↑ INC
CIBC Bancorp USA Inc.CIK 0001711924
77,887$51.80K–no_change
MORGAN STANLEYCIK 0000895421
73,900$49.15K+16,800↑ INC
UBS Group AGCIK 0001610520
70,459$46.85K+45,041↑ INC
BlackRock, Inc.CIK 0002012383
47,514$31.60K+7,609↑ INC
GOLDMAN SACHS GROUP INCCIK 0000886982
36,462$24.25K+36,462NEW
SUSQUEHANNA INTERNATIONAL GROUP, LLPCIK 0001446194
35,297$23.48K-83,818↓ DEC
Lantern Wealth Advisors, LLCCIK 0001950218
30,000$19.95K+30,000NEW
LPL Financial LLCCIK 0001403438
28,401$18.89K–no_change
METEORA CAPITAL, LLCCIK 0001905106
28,051$18.66K–no_change
STATE STREET CORPCIK 0000093751
23,872$15.88K–no_change
TWO SIGMA SECURITIES, LLCCIK 0001450144
23,121$15.38K-4,535↓ DEC
CWM, LLCCIK 0001535847
16,500$10.97K+16,500NEW
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIPCIK 0001907820
12,000$8.46K+12,000NEW
BlueStem Wealth Partners, LLCCIK 0001977465
10,454$6.95K–no_change
Ballew Advisors, IncCIK 0001729096
10,121$6.60K–no_change
Tower Research Capital LLC (TRC)CIK 0001533421
5,665$3.77K+2,106↑ INC
Vanguard Global Advisers, LLCCIK 0001811242
3,788$2.52K+3,788NEW

Top Adds (Buyers)

FilerΔ SharesValue
Bleichroeder LPNEW
+6,250,000$4.16M
VANGUARD CAPITAL MANAGEMENT LLCNEW
+881,672$586.31K
DSG Capital Advisors, LLC↑ INC
+461,358$415.69K
GEODE CAPITAL MANAGEMENT, LLC↑ INC
+423,473$347.08K
VANGUARD FIDUCIARY TRUST CONEW
+294,721$195.99K
NORTHERN TRUST CORP↑ INC
+84,661$73.86K
UBS Group AG↑ INC
+45,041$46.85K
GOLDMAN SACHS GROUP INCNEW
+36,462$24.25K
Lantern Wealth Advisors, LLCNEW
+30,000$19.95K
MORGAN STANLEY↑ INC
+16,800$49.15K

Top Trims (Sellers)

FilerΔ SharesValue
SUSQUEHANNA INTERNATIONAL GROUP, LLP↓ DEC
-83,818$23.48K
TWO SIGMA SECURITIES, LLC↓ DEC
-4,535$15.38K