Stockfacts
Use CasesDocsPricing
Log inSign up free
OverviewFinancialsTrendsTranscriptsOptionsInstitutionsInsidersCorporate ActionsSEC Filings
Stockfacts

EOD US-equity data for investors and AI agents

Data is end-of-day, not real-time, and not investment advice

Use CasesDashboard

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

Institutions54.8%
Insiders36.3%
Institutions Count71
Institutions 54.8%Insiders 36.3%Float (Other) 8.9%
13F Filers (top 25)25Quarter 2026-03-31
Top-25 Reported Value$52.64MSum of shown holders' market value
Net Position Change10 adds · 10 trimsLargest movers this quarter

Top Holders by Value

25 shown
FilerSharesMarket ValueΔ SharesChange
WASATCH ADVISORS LPCIK 0000814133
2,133,370$10.01M+817,095↑ INC
TANG CAPITAL MANAGEMENT LLCCIK 0001232621
1,610,000$7.55M-244,596↓ DEC
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119
1,082,080$5.07M+1,082,080NEW
BlackRock, Inc.CIK 0002012383
972,862$4.56M+253,078↑ INC
Opaleye Management Inc.CIK 0001595855
960,000$4.50M-15,000↓ DEC
J. Goldman & Co LPCIK 0001412741
500,188$2.35M-298,178↓ DEC
Pale Fire Capital SECIK 0001922318
481,987$2.26M+37,345↑ INC
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717
463,202$2.17M+149,232↑ INC
UBS Group AGCIK 0001610520
390,138$1.83M+99,912↑ INC
MILLENNIUM MANAGEMENT LLCCIK 0001273087
383,067$1.80M-74,745↓ DEC
Summit Financial, LLCCIK 0001765536
379,807$1.78M-10,612↓ DEC
Ikarian Capital, LLCCIK 0001778253
251,436$1.18M–no_change
RENAISSANCE TECHNOLOGIES LLCCIK 0001037389
242,500$1.14M-1,500↓ DEC
STATE STREET CORPCIK 0000093751
237,288$1.11M+63,951↑ INC
Diametric Capital, LPCIK 0001719087
196,412$921.17K+144,729↑ INC
AMERICAN FINANCIAL GROUP INCCIK 0001042046
180,000$844.20K–no_change
NORTHERN TRUST CORPCIK 0000073124
149,978$703.40K+56,309↑ INC
VANGUARD FIDUCIARY TRUST COCIK 0000933478
137,706$645.84K+137,706NEW
VANGUARD PORTFOLIO MANAGEMENT LLCCIK 0002100121
122,245$573.33K+122,245NEW
ENVESTNET ASSET MANAGEMENT INCCIK 0001407543
71,636$335.97K+38,042↑ INC
GOLDMAN SACHS GROUP INCCIK 0000886982
69,389$325.43K+50,186↑ INC
BOOTHBAY FUND MANAGEMENT, LLCCIK 0001549230
67,442$316.30K–no_change
Frec Markets, Inc.CIK 0002111359
50,500$236.84K+50,500NEW
CHARLES SCHWAB INVESTMENT MANAGEMENT INCCIK 0000884546
45,331$212.60K+9,824↑ INC
LAZARD ASSET MANAGEMENT LLCCIK 0001207017
44,898$210.57K-17,627↓ DEC

Top Adds (Buyers)

FilerΔ SharesValue
VANGUARD CAPITAL MANAGEMENT LLCNEW
+1,082,080$5.07M
WASATCH ADVISORS LP↑ INC
+817,095$10.01M
BlackRock, Inc.↑ INC
+253,078$4.56M
GEODE CAPITAL MANAGEMENT, LLC↑ INC
+149,232$2.17M
Diametric Capital, LP↑ INC
+144,729$921.17K
VANGUARD FIDUCIARY TRUST CONEW
+137,706$645.84K
VANGUARD PORTFOLIO MANAGEMENT LLCNEW
+122,245$573.33K
UBS Group AG↑ INC
+99,912$1.83M
STATE STREET CORP↑ INC
+63,951$1.11M
NORTHERN TRUST CORP↑ INC
+56,309$703.40K

Top Trims (Sellers)

FilerΔ SharesValue
J. Goldman & Co LP↓ DEC
-298,178$2.35M
TANG CAPITAL MANAGEMENT LLC↓ DEC
-244,596$7.55M
MILLENNIUM MANAGEMENT LLC↓ DEC
-74,745$1.80M
BNP PARIBAS FINANCIAL MARKETS↓ DEC
-23,169$21.81K
BARCLAYS PLC↓ DEC
-17,899$21.68K
LAZARD ASSET MANAGEMENT LLC↓ DEC
-17,627$210.57K
MORGAN STANLEY↓ DEC
-15,965$49.41K
Opaleye Management Inc.↓ DEC
-15,000$4.50M
Summit Financial, LLC↓ DEC
-10,612$1.78M
WELLS FARGO & COMPANY/MN↓ DEC
-8,247$35.18K