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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

Institutions30.4%
Insiders0.0%
Institutions Count77
Institutions 30.4%Insiders 0.0%Float (Other) 69.6%
13F Filers (top 25)25Quarter 2026-03-31
Top-25 Reported Value$110.03MSum of shown holders' market value
Net Position Change10 adds · 10 trimsLargest movers this quarter

Top Holders by Value

25 shown
FilerSharesMarket ValueΔ SharesChange
SUSQUEHANNA INTERNATIONAL GROUP, LLPCIK 0001446194
1,149,527$45.05M+954,970↑ INC
LPL Financial LLCCIK 0001403438
586,693$22.99M+51,631↑ INC
Cetera Investment AdvisersCIK 0001666741
157,303$6.16M+15,632↑ INC
MERCER GLOBAL ADVISORS INC /ADVCIK 0000853758
128,373$5.03M-10,052↓ DEC
MEITAV INVESTMENT HOUSE LTDCIK 0001398346
81,605$3.20M+25,357↑ INC
Sanctuary Advisors, LLCCIK 0001777271
80,314$3.15M+15,770↑ INC
VANCE WEALTH, LLCCIK 0001910854
73,635$2.89M+23,915↑ INC
JANE STREET GROUP, LLCCIK 0001595888
72,416$2.84M+23,104↑ INC
EverSource Wealth Advisors, LLCCIK 0001710537
72,832$2.80M+72,787↑ INC
FRANKLIN RESOURCES INCCIK 0000038777
55,029$2.16M+237↑ INC
Round Rock Advisors LLCCIK 0001846991
54,727$2.14M+13,463↑ INC
CWM, LLCCIK 0001535847
39,061$1.53M+24,971↑ INC
RPTC Inc.CIK 0001714450
34,465$1.35M–no_change
RETIREMENT GUYS FORMULA LLCCIK 0001933059
28,523$1.12M+6,376↑ INC
Rede Wealth, LLCCIK 0001842054
27,887$1.09M+6,626↑ INC
O'SHAUGHNESSY ASSET MANAGEMENT, LLCCIK 0001423442
25,901$1.02M+5,844↑ INC
Elevate Capital Advisors, LLCCIK 0001909571
23,876$935.70K-1,707↓ DEC
EAGLE GLOBAL ADVISORS LLCCIK 0001130787
19,200$752.45K+11,500↑ INC
Ashton Thomas Private Wealth, LLCCIK 0002019663
15,274$598.59K+251↑ INC
Steward Partners Investment Advisory, LLCCIK 0001723397
15,245$597.45K-2,200↓ DEC
FF Advisors,LLCCIK 0002011904
12,500$561.75K–no_change
ENVESTNET ASSET MANAGEMENT INCCIK 0001407543
14,037$550.11K+3,264↑ INC
Wealthspire Advisors, LLCCIK 0001646247
13,763$539.37K-925↓ DEC
Foster Victor Wealth Advisors, LLCCIK 0001769063
12,432$534.08K–no_change
HighTower Advisors, LLCCIK 0001462245
11,479$449.86K-2,119↓ DEC

Top Adds (Buyers)

FilerΔ SharesValue
SUSQUEHANNA INTERNATIONAL GROUP, LLP↑ INC
+954,970$45.05M
EverSource Wealth Advisors, LLC↑ INC
+72,787$2.80M
LPL Financial LLC↑ INC
+51,631$22.99M
MEITAV INVESTMENT HOUSE LTD↑ INC
+25,357$3.20M
CWM, LLC↑ INC
+24,971$1.53M
VANCE WEALTH, LLC↑ INC
+23,915$2.89M
JANE STREET GROUP, LLC↑ INC
+23,104$2.84M
Sanctuary Advisors, LLC↑ INC
+15,770$3.15M
Cetera Investment Advisers↑ INC
+15,632$6.16M
Round Rock Advisors LLC↑ INC
+13,463$2.14M

Top Trims (Sellers)

FilerΔ SharesValue
Virtu Financial LLC↓ DEC
-97,111$830.00
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO↓ DEC
-10,099$230.05K
MERCER GLOBAL ADVISORS INC /ADV↓ DEC
-10,052$5.03M
Abacus Wealth Partners, LLC↓ DEC
-6,000$391.90K
WCG Wealth Advisors LLC↓ DEC
-5,817$412.91K
CAPTRUST FINANCIAL ADVISORS↓ DEC
-4,881$435.86K
Atlantic Edge Private Wealth Management, LLC↓ DEC
-3,700$48.99K
Forefront Wealth Partners, LLC↓ DEC
-3,694$344.75K
Cambridge Investment Research Advisors, Inc.↓ DEC
-2,804$437.00
Steward Partners Investment Advisory, LLC↓ DEC
-2,200$597.45K