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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

Institutions0.3%
Insiders0.0%
Institutions Count6
Institutions 0.3%Insiders 0.0%Float (Other) 99.7%
13F Filers (top 25)6Quarter 2026-03-31
Top-25 Reported Value$717.76KSum of shown holders' market value
Net Position Change1 adds · 3 trimsLargest movers this quarter

Top Holders by Value

6 shown
FilerSharesMarket ValueΔ SharesChange
SCHRODER INVESTMENT MANAGEMENT GROUPCIK 0001086619
65,830$705.70K-15,941↓ DEC
WELLS FARGO & COMPANY/MNCIK 0000072971
625$6.70K–no_change
UBS Group AGCIK 0001610520
300$3.22K+2↑ INC
MORGAN STANLEYCIK 0000895421
100$1.07K-1↓ DEC
BNP PARIBAS FINANCIAL MARKETSCIK 0001166588
100$1.07K–no_change
BESSEMER GROUP INCCIK 0001054074
25$0.00-4↓ DEC

Top Adds (Buyers)

FilerΔ SharesValue
UBS Group AG↑ INC
+2$3.22K

Top Trims (Sellers)

FilerΔ SharesValue
SCHRODER INVESTMENT MANAGEMENT GROUP↓ DEC
-15,941$705.70K
BESSEMER GROUP INC↓ DEC
-4$0.00
MORGAN STANLEY↓ DEC
-1$1.07K