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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

Institutions0.0%
Insiders0.0%
Institutions Count4
Institutions 0.0%Insiders 0.0%Float (Other) 100.0%
13F Filers (top 25)4Quarter 2026-03-31
Top-25 Reported Value$73.53KSum of shown holders' market value
Net Position Change4 adds · 0 trimsLargest movers this quarter

Top Holders by Value

4 shown
FilerSharesMarket ValueΔ SharesChange
SmartHarvest Portfolios, LLCCIK 0002066604
59,924$49.05K+45,907↑ INC
Independent Advisor AllianceCIK 0001696899
14,787$12.10K+14,787NEW
XTX Topco LtdCIK 0001828301
12,173$9.96K+12,173NEW
UBS Group AGCIK 0001610520
2,944$2.41K+2,302↑ INC

Top Adds (Buyers)

FilerΔ SharesValue
SmartHarvest Portfolios, LLC↑ INC
+45,907$49.05K
Independent Advisor AllianceNEW
+14,787$12.10K
XTX Topco LtdNEW
+12,173$9.96K
UBS Group AG↑ INC
+2,302$2.41K

Top Trims (Sellers)

No trims reported this quarter.