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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

Institutions4.4%
Insiders0.0%
Institutions Count44
Institutions 4.4%Insiders 0.0%Float (Other) 95.6%
13F Filers (top 25)25Quarter 2026-03-31
Top-25 Reported Value$19.38MSum of shown holders' market value
Net Position Change10 adds · 10 trimsLargest movers this quarter

Top Holders by Value

25 shown
FilerSharesMarket ValueΔ SharesChange
Mubadala Investment Co PJSCCIK 0001704268
4,597,701$11.49M–no_change
DCF Advisers, LLCCIK 0001802493
1,065,274$2.66M-133,719↓ DEC
WCM INVESTMENT MANAGEMENT, LLCCIK 0001061186
627,260$1.48M+67,917↑ INC
ABC ARBITRAGE SACIK 0002049221
509,050$1.27M-45,237↓ DEC
MORGAN STANLEYCIK 0000895421
259,744$649.36K+154↑ INC
LPL Financial LLCCIK 0001403438
122,346$305.87K+27,721↑ INC
ENVESTNET ASSET MANAGEMENT INCCIK 0001407543
119,409$298.52K+49,377↑ INC
MILLENNIUM MANAGEMENT LLCCIK 0001273087
99,568$248.92K-3,283↓ DEC
CITADEL ADVISORS LLCCIK 0001423053
87,180$217.95K+17,665↑ INC
Pathstone Holdings, LLCCIK 0002011612
34,127$85.32K+34,127NEW
Fore Capital, LLCCIK 0001714672
31,355$78.39K–no_change
Snowden Capital Advisors LLCCIK 0001903055
24,409$61.02K-4,644↓ DEC
GOLDMAN SACHS GROUP INCCIK 0000886982
21,390$53.48K-14,425↓ DEC
Vanguard Personalized Indexing Management, LLCCIK 0001767306
20,115$50.29K+9,445↑ INC
XTX Topco LtdCIK 0001828301
19,739$49.35K+1,270↑ INC
QUADRANT CAPITAL GROUP LLCCIK 0001650717
548$48.97K-678↓ DEC
OLD MISSION CAPITAL LLCCIK 0001455915
19,342$48.35K-31,855↓ DEC
SmartHarvest Portfolios, LLCCIK 0002066604
17,748$44.37K+17,748NEW
AXQ CAPITAL, LPCIK 0001916908
15,354$38.38K+15,354NEW
BNP PARIBAS FINANCIAL MARKETSCIK 0001166588
15,279$38.20K-721↓ DEC
MARSHALL WACE, LLPCIK 0001318757
15,189$37.97K+2,266↑ INC
Atria Investments, IncCIK 0001535865
13,286$33.22K+13,286NEW
Independent Advisor AllianceCIK 0001696899
11,828$29.57K+11,828NEW
Apollon Wealth Management, LLCCIK 0001764387
11,168$27.92K+11,168NEW
Valeo Financial Advisors, LLCCIK 0001722641
10,241$25.60K–no_change

Top Adds (Buyers)

FilerΔ SharesValue
WCM INVESTMENT MANAGEMENT, LLC↑ INC
+67,917$1.48M
ENVESTNET ASSET MANAGEMENT INC↑ INC
+49,377$298.52K
Pathstone Holdings, LLCNEW
+34,127$85.32K
LPL Financial LLC↑ INC
+27,721$305.87K
SmartHarvest Portfolios, LLCNEW
+17,748$44.37K
CITADEL ADVISORS LLC↑ INC
+17,665$217.95K
AXQ CAPITAL, LPNEW
+15,354$38.38K
THRIVENT FINANCIAL FOR LUTHERANS↑ INC
+13,384$68.00
Atria Investments, IncNEW
+13,286$33.22K
Independent Advisor AllianceNEW
+11,828$29.57K

Top Trims (Sellers)

FilerΔ SharesValue
DCF Advisers, LLC↓ DEC
-133,719$2.66M
ABC ARBITRAGE SA↓ DEC
-45,237$1.27M
OLD MISSION CAPITAL LLC↓ DEC
-31,855$48.35K
GOLDMAN SACHS GROUP INC↓ DEC
-14,425$53.48K
HRT FINANCIAL LP↓ DEC
-12,961$26.00
UBS Group AG↓ DEC
-8,261$3.75K
BlackRock, Inc.↓ DEC
-5,888$15.81K
Snowden Capital Advisors LLC↓ DEC
-4,644$61.02K
MILLENNIUM MANAGEMENT LLC↓ DEC
-3,283$248.92K
Point72 Asset Management, L.P.↓ DEC
-3,147$25.11K