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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

Institutions100.0%
Insiders96.4%
Institutions Count6
Institutions 100.0%Insiders 96.4%Float (Other) 0.0%
13F Filers (top 25)6Quarter 2026-03-31
Top-25 Reported Value$1.15MSum of shown holders' market value
Net Position Change3 adds · 0 trimsLargest movers this quarter

Top Holders by Value

6 shown
FilerSharesMarket ValueΔ SharesChange
GC Wealth Management RIA, LLCCIK 0002011169
4,631,644$1.06M–no_change
ADVISORY RESEARCH INCCIK 0000902584
257,225$59.14K–no_change
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COCIK 0001141802
79,500$18.28K+71,660↑ INC
CITADEL ADVISORS LLCCIK 0001423053
12,700$2.92K+1,200↑ INC
Beacon Pointe Advisors, LLCCIK 0001744317
10,000$2.30K–no_change
Tidemark, LLCCIK 0002009591
1,500$345.00+1,500NEW

Top Adds (Buyers)

FilerΔ SharesValue
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO↑ INC
+71,660$18.28K
Tidemark, LLCNEW
+1,500$345.00
CITADEL ADVISORS LLC↑ INC
+1,200$2.92K

Top Trims (Sellers)

No trims reported this quarter.