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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

Institutions9.5%
Insiders9.8%
Institutions Count22
Institutions 9.5%Insiders 9.8%Float (Other) 80.7%
13F Filers (top 25)22Quarter 2026-03-31
Top-25 Reported Value$4.18MSum of shown holders' market value
Net Position Change10 adds · 5 trimsLargest movers this quarter

Top Holders by Value

22 shown
FilerSharesMarket ValueΔ SharesChange
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119
397,274$1.51M+397,274NEW
OSAIC HOLDINGS, INC.CIK 0001677044
145,903$555.89K+12,000↑ INC
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717
110,931$422.74K+347↑ INC
RENAISSANCE TECHNOLOGIES LLCCIK 0001037389
98,700$376.05K-4,700↓ DEC
SMITH, MOORE & CO.CIK 0000200724
96,400$367.28K–no_change
VANGUARD FIDUCIARY TRUST COCIK 0000933478
52,465$199.89K+52,465NEW
DIMENSIONAL FUND ADVISORS LPCIK 0000354204
45,553$173.56K+2↑ INC
BlackRock, Inc.CIK 0002012383
25,716$97.98K+1,357↑ INC
Fortis Capital Management LLCCIK 0001802167
24,500$93.34K+10,000↑ INC
O'SHAUGHNESSY ASSET MANAGEMENT, LLCCIK 0001423442
21,401$81.54K-28,880↓ DEC
NORTHERN TRUST CORPCIK 0000073124
17,480$66.60K–no_change
SUSQUEHANNA INTERNATIONAL GROUP, LLPCIK 0001446194
17,268$65.79K-40,084↓ DEC
STATE STREET CORPCIK 0000093751
16,900$64.39K–no_change
EVERGREEN CAPITAL MANAGEMENT LLCCIK 0001260824
10,601$40.39K–no_change
FOUNDERS FINANCIAL SECURITIES LLCCIK 0001342396
10,649$39.40K-2,860↓ DEC
Vanguard Global Advisers, LLCCIK 0001811242
3,855$14.69K+3,855NEW
MORGAN STANLEYCIK 0000895421
300$1.14K+300NEW
Sound Income Strategies, LLCCIK 0001730960
233$876.00–no_change
FIFTH THIRD BANCORPCIK 0000035527
43$164.00–no_change
ACADIAN ASSET MANAGEMENT LLCCIK 0000916542
21,323$80.00–no_change
Caitong International Asset Management Co., LtdCIK 0001963355
2$8.00+2NEW
UBS Group AGCIK 0001610520
2$8.00-10↓ DEC

Top Adds (Buyers)

FilerΔ SharesValue
VANGUARD CAPITAL MANAGEMENT LLCNEW
+397,274$1.51M
VANGUARD FIDUCIARY TRUST CONEW
+52,465$199.89K
OSAIC HOLDINGS, INC.↑ INC
+12,000$555.89K
Fortis Capital Management LLC↑ INC
+10,000$93.34K
Vanguard Global Advisers, LLCNEW
+3,855$14.69K
BlackRock, Inc.↑ INC
+1,357$97.98K
GEODE CAPITAL MANAGEMENT, LLC↑ INC
+347$422.74K
MORGAN STANLEYNEW
+300$1.14K
DIMENSIONAL FUND ADVISORS LP↑ INC
+2$173.56K
Caitong International Asset Management Co., LtdNEW
+2$8.00

Top Trims (Sellers)

FilerΔ SharesValue
SUSQUEHANNA INTERNATIONAL GROUP, LLP↓ DEC
-40,084$65.79K
O'SHAUGHNESSY ASSET MANAGEMENT, LLC↓ DEC
-28,880$81.54K
RENAISSANCE TECHNOLOGIES LLC↓ DEC
-4,700$376.05K
FOUNDERS FINANCIAL SECURITIES LLC↓ DEC
-2,860$39.40K
UBS Group AG↓ DEC
-10$8.00