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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

Institutions0.7%
Insiders0.7%
Institutions Count21
Institutions 0.7%Insiders 0.7%Float (Other) 98.6%
13F Filers (top 25)21Quarter 2026-03-31
Top-25 Reported Value$30.30MSum of shown holders' market value
Net Position Change10 adds · 0 trimsLargest movers this quarter

Top Holders by Value

21 shown
FilerSharesMarket ValueΔ SharesChange
Robertson Stephens Wealth Management, LLCCIK 0001767307
2,962,026$22.48M+2,962,026NEW
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717
499,086$3.79M+499,086NEW
Atlas Merchant Capital LLCCIK 0001945789
104,000$789.36K+104,000NEW
HighTower Advisors, LLCCIK 0001462245
100,000$759.00K+100,000NEW
Elgethun Capital ManagementCIK 0001638022
70,073$531.85K+70,073NEW
MMCAP International Inc. SPCCIK 0001304857
65,000$493.35K+65,000NEW
Qube Research & Technologies LtdCIK 0001729829
54,367$412.65K+54,367NEW
UBS Group AGCIK 0001610520
28,088$213.19K+28,088NEW
BNP PARIBAS FINANCIAL MARKETSCIK 0001166588
26,292$199.56K+26,292NEW
Saba Capital Management, L.P.CIK 0001510281
17,807$135.16K+17,807NEW
BANK OF AMERICA CORP /DE/CIK 0000070858
16,426$124.67K+16,426NEW
Yakira Capital Management, Inc.CIK 0001584639
14,296$108.51K+14,296NEW
OSAIC HOLDINGS, INC.CIK 0001677044
11,100$84.25K+11,100NEW
BlackRock, Inc.CIK 0002012383
9,827$74.59K+9,827NEW
ROYAL BANK OF CANADACIK 0001000275
5,572$42.00K+5,572NEW
JPMORGAN CHASE & COCIK 0000019617
3,391$22.86K+3,391NEW
MORGAN STANLEYCIK 0000895421
2,877$21.84K+2,877NEW
American Capital Advisory, LLCCIK 0002018007
2,500$18.98K+2,500NEW
HRT FINANCIAL LPCIK 0001475597
310,332$2.35K+310,332NEW
Clear Street Group Inc.CIK 0001881567
100$759.00+100NEW
CITIGROUP INCCIK 0000831001
1$8.00+1NEW

Top Adds (Buyers)

FilerΔ SharesValue
Robertson Stephens Wealth Management, LLCNEW
+2,962,026$22.48M
GEODE CAPITAL MANAGEMENT, LLCNEW
+499,086$3.79M
HRT FINANCIAL LPNEW
+310,332$2.35K
Atlas Merchant Capital LLCNEW
+104,000$789.36K
HighTower Advisors, LLCNEW
+100,000$759.00K
Elgethun Capital ManagementNEW
+70,073$531.85K
MMCAP International Inc. SPCNEW
+65,000$493.35K
Qube Research & Technologies LtdNEW
+54,367$412.65K
UBS Group AGNEW
+28,088$213.19K
BNP PARIBAS FINANCIAL MARKETSNEW
+26,292$199.56K

Top Trims (Sellers)

No trims reported this quarter.