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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

Institutions73.7%
Insiders0.0%
Institutions Count3
Institutions 73.7%Insiders 0.0%Float (Other) 26.3%
13F Filers (top 25)3Quarter 2026-03-31
Top-25 Reported Value$1.16MSum of shown holders' market value
Net Position Change1 adds · 2 trimsLargest movers this quarter

Top Holders by Value

3 shown
FilerSharesMarket ValueΔ SharesChange
Lepercq De Neuflize Asset Management LLCCIK 0001854423
57,330$904.38K-8,905↓ DEC
JPMORGAN CHASE & COCIK 0000019617
16,275$257.96K+16,275NEW
UBS Group AGCIK 0001610520
51$805.00-200↓ DEC

Top Adds (Buyers)

FilerΔ SharesValue
JPMORGAN CHASE & CONEW
+16,275$257.96K

Top Trims (Sellers)

FilerΔ SharesValue
Lepercq De Neuflize Asset Management LLC↓ DEC
-8,905$904.38K
UBS Group AG↓ DEC
-200$805.00