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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

Institutions21.8%
Insiders44.3%
Institutions Count100
Institutions 21.8%Insiders 44.3%Float (Other) 34.0%
13F Filers (top 25)25Quarter 2026-03-31
Top-25 Reported Value$71.93MSum of shown holders' market value
Net Position Change10 adds · 10 trimsLargest movers this quarter

Top Holders by Value

25 shown
FilerSharesMarket ValueΔ SharesChange
COOPERMAN LEON GCIK 0000898382
2,020,000$13.68M–no_change
BlackRock, Inc.CIK 0002012383
1,856,187$12.57M-44,712↓ DEC
MILLENNIUM MANAGEMENT LLCCIK 0001273087
935,592$6.33M+167,032↑ INC
PARAGON ASSOCIATES & PARAGON ASSOCIATES II JOINT VENTURECIK 0001047859
875,000$5.92M–no_change
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717
780,516$5.29M+16,261↑ INC
STATE STREET CORPCIK 0000093751
644,211$4.36M+16,440↑ INC
FIRST MANHATTAN CO. LLC.CIK 0000728083
455,000$3.08M+50,000↑ INC
Bleichroeder LPCIK 0001781002
382,317$2.59M–no_change
NORTHERN TRUST CORPCIK 0000073124
338,526$2.29M+12,999↑ INC
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119
333,456$2.26M+333,456NEW
OSAIC HOLDINGS, INC.CIK 0001677044
319,675$2.16M+72,703↑ INC
LPL Financial LLCCIK 0001403438
226,050$1.53M+28,900↑ INC
VANGUARD PORTFOLIO MANAGEMENT LLCCIK 0002100121
203,459$1.38M+203,459NEW
VANGUARD FIDUCIARY TRUST COCIK 0000933478
187,724$1.27M+187,724NEW
CITADEL ADVISORS LLCCIK 0001423053
174,124$1.18M+22,787↑ INC
SEI INVESTMENTS COCIK 0000350894
111,320$753.64K+55,660↑ INC
Bank of New York Mellon CorpCIK 0001390777
111,079$752.00K-9,898↓ DEC
MORGAN STANLEYCIK 0000895421
105,420$713.69K-442,190↓ DEC
MEMBERS WEALTH LLCCIK 0002059574
101,382$655.94K–no_change
Informed Momentum Co LLCCIK 0001510989
91,425$618.95K–no_change
CHARLES SCHWAB INVESTMENT MANAGEMENT INCCIK 0000884546
88,421$598.61K-8,459↓ DEC
Nuveen, LLCCIK 0001871926
79,110$535.57K-31,918↓ DEC
MAGNOLIA CAPITAL ADVISORS LLCCIK 0001803662
77,405$524.03K–no_change
Blue Trust, Inc.CIK 0001856022
69,122$467.96K–no_change
Kalehua Capital Management LLCCIK 0002106181
62,488$423.04K-32,871↓ DEC

Top Adds (Buyers)

FilerΔ SharesValue
VANGUARD CAPITAL MANAGEMENT LLCNEW
+333,456$2.26M
VANGUARD PORTFOLIO MANAGEMENT LLCNEW
+203,459$1.38M
VANGUARD FIDUCIARY TRUST CONEW
+187,724$1.27M
MILLENNIUM MANAGEMENT LLC↑ INC
+167,032$6.33M
OSAIC HOLDINGS, INC.↑ INC
+72,703$2.16M
Corient IA LLCNEW
+60,000$406.20K
SEI INVESTMENTS CO↑ INC
+55,660$753.64K
FIRST MANHATTAN CO. LLC.↑ INC
+50,000$3.08M
ExodusPoint Capital Management, LP↑ INC
+46,668$406.27K
GSA CAPITAL PARTNERS LLP↑ INC
+44,658$396.00

Top Trims (Sellers)

FilerΔ SharesValue
MORGAN STANLEY↓ DEC
-442,190$713.69K
GOLDMAN SACHS GROUP INC↓ DEC
-70,100$401.38K
BARCLAYS PLC↓ DEC
-46,424$43.92K
BlackRock, Inc.↓ DEC
-44,712$12.57M
Perigon Wealth Management, LLC↓ DEC
-39,043$94.49K
ROYAL BANK OF CANADA↓ DEC
-33,545$157.00K
Kalehua Capital Management LLC↓ DEC
-32,871$423.04K
Nuveen, LLC↓ DEC
-31,918$535.57K
Qube Research & Technologies Ltd↓ DEC
-28,668$73.66K
Creative Planning↓ DEC
-25,256$227.47K