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

Institutions7.1%
Insiders49.0%
Institutions Count28
Institutions 7.1%Insiders 49.0%Float (Other) 43.9%
13F Filers (top 25)25Quarter 2026-03-31
Top-25 Reported Value$1.58MSum of shown holders' market value
Net Position Change10 adds · 4 trimsLargest movers this quarter

Top Holders by Value

25 shown
FilerSharesMarket ValueΔ SharesChange
Alyeska Investment Group, L.P.CIK 0001453072
250,270$435.47K-494,152↓ DEC
UBS Group AGCIK 0001610520
163,886$285.16K+13,506↑ INC
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717
115,571$201.19K+52,326↑ INC
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119
106,321$185.00K+106,321NEW
J. Derek Lewis & Associates Inc.CIK 0002077884
53,000$162.71K–no_change
VANGUARD FIDUCIARY TRUST COCIK 0000933478
48,639$84.63K+48,639NEW
STATE STREET CORPCIK 0000093751
30,255$52.64K+17,679↑ INC
KFG WEALTH MANAGEMENT, LLCCIK 0001919344
28,097$48.89K+7,186↑ INC
NORTHERN TRUST CORPCIK 0000073124
16,856$29.33K–no_change
TWO SIGMA SECURITIES, LLCCIK 0001450144
16,120$28.05K+16,120NEW
BlackRock, Inc.CIK 0002012383
14,359$24.98K–no_change
CITIGROUP INCCIK 0000831001
11,501$20.01K-11,924↓ DEC
Vanguard Global Advisers, LLCCIK 0001811242
4,928$8.57K+4,928NEW
Tower Research Capital LLC (TRC)CIK 0001533421
4,776$8.31K+4,770↑ INC
OSAIC HOLDINGS, INC.CIK 0001677044
831$1.45K-1,100↓ DEC
MORGAN STANLEYCIK 0000895421
231$402.00-377↓ DEC
CoreCap Advisors, LLCCIK 0001902501
115$200.00–no_change
JONES FINANCIAL COMPANIES LLLPCIK 0000815917
44$76.00–no_change
SBI Securities Co., Ltd.CIK 0001851815
35$61.00+25↑ INC
Cygnus Capital Advisors, LLCCIK 0002114319
27,151$47.00+27,151NEW
Virtu Financial LLCCIK 0001533964
11,181$19.00+11,181NEW
Colonial Trust AdvisorsCIK 0001567993
10$17.00–no_change
JPMORGAN CHASE & COCIK 0000019617
7$11.00–no_change
DANSKE BANK A/SCIK 0000800177
3$5.00–no_change
New England Capital Financial Advisors LLCCIK 0001964652
1$2.00–no_change

Top Adds (Buyers)

FilerΔ SharesValue
VANGUARD CAPITAL MANAGEMENT LLCNEW
+106,321$185.00K
GEODE CAPITAL MANAGEMENT, LLC↑ INC
+52,326$201.19K
VANGUARD FIDUCIARY TRUST CONEW
+48,639$84.63K
Cygnus Capital Advisors, LLCNEW
+27,151$47.00
STATE STREET CORP↑ INC
+17,679$52.64K
TWO SIGMA SECURITIES, LLCNEW
+16,120$28.05K
UBS Group AG↑ INC
+13,506$285.16K
Virtu Financial LLCNEW
+11,181$19.00
KFG WEALTH MANAGEMENT, LLC↑ INC
+7,186$48.89K
Vanguard Global Advisers, LLCNEW
+4,928$8.57K

Top Trims (Sellers)

FilerΔ SharesValue
Alyeska Investment Group, L.P.↓ DEC
-494,152$435.47K
CITIGROUP INC↓ DEC
-11,924$20.01K
OSAIC HOLDINGS, INC.↓ DEC
-1,100$1.45K
MORGAN STANLEY↓ DEC
-377$402.00