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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

Institutions8.2%
Insiders18.1%
Institutions Count27
Institutions 8.2%Insiders 18.1%Float (Other) 73.7%
13F Filers (top 25)25Quarter 2026-03-31
Top-25 Reported Value$4.54MSum of shown holders' market value
Net Position Change10 adds · 7 trimsLargest movers this quarter

Top Holders by Value

25 shown
FilerSharesMarket ValueΔ SharesChange
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119
3,081,257$1.82M+3,081,257NEW
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717
944,899$557.15K+171,175↑ INC
Meridian Wealth Management, LLCCIK 0001697300
785,800$463.23K+40,650↑ INC
CAPTRUST FINANCIAL ADVISORSCIK 0001512024
626,100$369.09K+626,100NEW
VANGUARD FIDUCIARY TRUST COCIK 0000933478
418,324$246.81K+418,324NEW
STATE STREET CORPCIK 0000093751
303,900$179.15K–no_change
BlackRock, Inc.CIK 0002012383
265,486$156.50K–no_change
JANE STREET GROUP, LLCCIK 0001595888
236,774$139.58K-107,068↓ DEC
Savvy Advisors, Inc.CIK 0002003633
221,800$130.75K–no_change
NORTHERN TRUST CORPCIK 0000073124
181,902$107.23K-28,709↓ DEC
UBS Group AGCIK 0001610520
153,529$90.58K-2,001,628↓ DEC
SEI INVESTMENTS COCIK 0000350894
121,574$71.67K-211,497↓ DEC
BRIDGEWAY CAPITAL MANAGEMENT, LLCCIK 0001107261
94,794$55.88K–no_change
Almanack Investment Partners, LLC.CIK 0001680613
50,000$29.48K–no_change
Pathstone Holdings, LLCCIK 0002011612
31,179$18.38K–no_change
Vanguard Global Advisers, LLCCIK 0001811242
27,344$16.13K+27,344NEW
KESTRA PRIVATE WEALTH SERVICES, LLCCIK 0001649451
27,250$16.06K–no_change
CAPITAL ADVISORS INC/OKCIK 0000860828
22,000$12.97K+22,000NEW
Ground Swell Capital, LLCCIK 0001534450
21,090$12.43K+21,090NEW
Creative PlanningCIK 0001540235
20,320$11.98K+320↑ INC
TWO SIGMA SECURITIES, LLCCIK 0001450144
15,222$8.97K-10,517↓ DEC
Blue Trust, Inc.CIK 0001856022
14,724$8.68K–no_change
Inscription Capital, LLCCIK 0001767868
12,500$7.37K–no_change
Welch Group, LLCCIK 0001443095
10,000$5.89K–no_change
CITIGROUP INCCIK 0000831001
7,040$4.15K-19,791↓ DEC

Top Adds (Buyers)

FilerΔ SharesValue
VANGUARD CAPITAL MANAGEMENT LLCNEW
+3,081,257$1.82M
CAPTRUST FINANCIAL ADVISORSNEW
+626,100$369.09K
VANGUARD FIDUCIARY TRUST CONEW
+418,324$246.81K
GEODE CAPITAL MANAGEMENT, LLC↑ INC
+171,175$557.15K
Meridian Wealth Management, LLC↑ INC
+40,650$463.23K
Vanguard Global Advisers, LLCNEW
+27,344$16.13K
CAPITAL ADVISORS INC/OKNEW
+22,000$12.97K
Ground Swell Capital, LLCNEW
+21,090$12.43K
Creative Planning↑ INC
+320$11.98K
JONES FINANCIAL COMPANIES LLLP↑ INC
+200$3.95K

Top Trims (Sellers)

FilerΔ SharesValue
UBS Group AG↓ DEC
-2,001,628$90.58K
SEI INVESTMENTS CO↓ DEC
-211,497$71.67K
JANE STREET GROUP, LLC↓ DEC
-107,068$139.58K
NORTHERN TRUST CORP↓ DEC
-28,709$107.23K
CITIGROUP INC↓ DEC
-19,791$4.15K
HRT FINANCIAL LP↓ DEC
-16,559$19.00
TWO SIGMA SECURITIES, LLC↓ DEC
-10,517$8.97K