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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

Institutions36.6%
Insiders0.0%
Institutions Count165
Institutions 36.6%Insiders 0.0%Float (Other) 63.4%
13F Filers (top 25)25Quarter 2026-03-31
Top-25 Reported Value$353.84MSum of shown holders' market value
Net Position Change10 adds · 10 trimsLargest movers this quarter

Top Holders by Value

25 shown
FilerSharesMarket ValueΔ SharesChange
Tidal Investments LLCCIK 0001600064
2,587,175$70.68M+2,548,862↑ INC
Mizuho Bank, Ltd.CIK 0001512734
1,300,000$35.52M+1,300,000NEW
WELLS FARGO & COMPANY/MNCIK 0000072971
1,240,299$33.88M+311,170↑ INC
MORGAN STANLEYCIK 0000895421
1,176,327$32.14M+550,250↑ INC
LPL Financial LLCCIK 0001403438
757,001$20.68M+503,463↑ INC
NEW YORK LIFE INVESTMENT MANAGEMENT LLCCIK 0001133639
688,702$18.82M-26,530↓ DEC
BANK OF AMERICA CORP /DE/CIK 0000070858
638,182$17.44M+31,182↑ INC
1832 Asset Management L.P.CIK 0000944388
584,534$15.97M-36,654↓ DEC
HighTower Advisors, LLCCIK 0001462245
459,189$12.55M-18,098↓ DEC
JPMORGAN CHASE & COCIK 0000019617
428,398$11.62M+21,145↑ INC
SUSQUEHANNA INTERNATIONAL GROUP, LLPCIK 0001446194
317,445$8.67M+297,755↑ INC
Passaic Partners LLCCIK 0001905809
316,714$8.65M-74,021↓ DEC
ROYAL BANK OF CANADACIK 0001000275
290,096$7.92M+197,234↑ INC
MANUFACTURERS LIFE INSURANCE COMPANY, THECIK 0000928047
283,820$7.75M+257,619↑ INC
OVERSEA-CHINESE BANKING Corp LtdCIK 0001291318
214,188$5.85M+15,755↑ INC
Daiwa Securities Group Inc.CIK 0001481045
211,300$5.77M+33,700↑ INC
CITADEL ADVISORS LLCCIK 0001423053
186,000$5.08M+166,800↑ INC
NATIONAL BANK OF CANADA /FI/CIK 0000926171
184,977$5.05M+152,877↑ INC
Proficio Capital Partners LLCCIK 0001654175
184,000$5.03M+132,420↑ INC
Kestra Advisory Services, LLCCIK 0001830819
165,960$4.53M+24,780↑ INC
Itau Unibanco Holding S.A.CIK 0001132597
168,400$4.30M–no_change
Cynosure Group, LLCCIK 0001763409
154,787$4.23M+154,787NEW
Capital Wealth Alliance, LLCCIK 0001803277
145,323$3.97M+13,869↑ INC
CITIZENS FINANCIAL GROUP INC/RICIK 0000759944
143,847$3.93M+3,278↑ INC
AMERIPRISE FINANCIAL INCCIK 0000820027
139,585$3.81M-18,557↓ DEC

Top Adds (Buyers)

FilerΔ SharesValue
Tidal Investments LLC↑ INC
+2,548,862$70.68M
Mizuho Bank, Ltd.NEW
+1,300,000$35.52M
MORGAN STANLEY↑ INC
+550,250$32.14M
LPL Financial LLC↑ INC
+503,463$20.68M
WELLS FARGO & COMPANY/MN↑ INC
+311,170$33.88M
SUSQUEHANNA INTERNATIONAL GROUP, LLP↑ INC
+297,755$8.67M
MANUFACTURERS LIFE INSURANCE COMPANY, THE↑ INC
+257,619$7.75M
ROYAL BANK OF CANADA↑ INC
+197,234$7.92M
CITADEL ADVISORS LLC↑ INC
+166,800$5.08M
Cynosure Group, LLCNEW
+154,787$4.23M

Top Trims (Sellers)

FilerΔ SharesValue
Point72 Asset Management, L.P.↓ DEC
-4,400,000$2.02M
MILLENNIUM MANAGEMENT LLC↓ DEC
-154,614$732.18K
OSAIC HOLDINGS, INC.↓ DEC
-105,287$1.51M
Passaic Partners LLC↓ DEC
-74,021$8.65M
Private Advisor Group, LLC↓ DEC
-62,327$464.02K
1832 Asset Management L.P.↓ DEC
-36,654$15.97M
Cetera Investment Advisers↓ DEC
-28,157$3.72M
NEW YORK LIFE INVESTMENT MANAGEMENT LLC↓ DEC
-26,530$18.82M
VestGen Advisors, LLC↓ DEC
-20,645$1.61M
RAYMOND JAMES FINANCIAL INC↓ DEC
-18,584$2.08M