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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

Institutions9.4%
Insiders73.2%
Institutions Count57
Institutions 9.4%Insiders 73.2%Float (Other) 17.4%
13F Filers (top 25)25Quarter 2026-03-31
Top-25 Reported Value$24.84MSum of shown holders' market value
Net Position Change10 adds · 9 trimsLargest movers this quarter

Top Holders by Value

25 shown
FilerSharesMarket ValueΔ SharesChange
EverSource Wealth Advisors, LLCCIK 0001710537
494,261$19.23M+494,261NEW
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119
1,739,664$2.30M+1,739,664NEW
Blue Owl Capital Holdings LPCIK 0001858703
856,632$1.13M–no_change
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717
302,936$399.92K+49,442↑ INC
Union Square Park Capital Management, LLCCIK 0001666231
89,130$232.63K–no_change
CITADEL ADVISORS LLCCIK 0001423053
163,900$216.35K+52,727↑ INC
AQR CAPITAL MANAGEMENT LLCCIK 0001167557
116,250$153.45K+116,250NEW
Baird Financial Group, Inc.CIK 0001648711
105,150$138.80K–no_change
VANGUARD FIDUCIARY TRUST COCIK 0000933478
104,214$137.56K+104,214NEW
BlackRock, Inc.CIK 0002012383
95,588$126.18K+11,800↑ INC
STATE STREET CORPCIK 0000093751
87,300$115.24K+9,100↑ INC
JANE STREET GROUP, LLCCIK 0001595888
70,000$92.40K-3,573↓ DEC
Mariner, LLCCIK 0001373442
67,869$89.58K+4,351↑ INC
NORTHERN TRUST CORPCIK 0000073124
62,748$82.83K-348↓ DEC
MARSHALL WACE, LLPCIK 0001318757
62,189$82.09K–no_change
Cypress Point Wealth Management, LLCCIK 0001825611
53,604$70.76K-900↓ DEC
VANGUARD PORTFOLIO MANAGEMENT LLCCIK 0002100121
36,254$47.85K+36,254NEW
Shay Capital LLCCIK 0001723643
28,144$37.15K+5,000↑ INC
FMR LLCCIK 0000315066
24,612$32.49K+14,646↑ INC
Abel Hall, LLCCIK 0002013339
23,764$31.37K+23,764NEW
SUSQUEHANNA INTERNATIONAL GROUP, LLPCIK 0001446194
16,878$22.28K+6,578↑ INC
UBS Group AGCIK 0001610520
16,506$21.79K+11,526↑ INC
CHARLES SCHWAB INVESTMENT MANAGEMENT INCCIK 0000884546
15,777$20.83K–no_change
GOLDMAN SACHS GROUP INCCIK 0000886982
12,966$17.11K+2,376↑ INC
OSAIC HOLDINGS, INC.CIK 0001677044
12,154$16.03K-11,684↓ DEC

Top Adds (Buyers)

FilerΔ SharesValue
VANGUARD CAPITAL MANAGEMENT LLCNEW
+1,739,664$2.30M
EverSource Wealth Advisors, LLCNEW
+494,261$19.23M
AQR CAPITAL MANAGEMENT LLCNEW
+116,250$153.45K
VANGUARD FIDUCIARY TRUST CONEW
+104,214$137.56K
CITADEL ADVISORS LLC↑ INC
+52,727$216.35K
GEODE CAPITAL MANAGEMENT, LLC↑ INC
+49,442$399.92K
VANGUARD PORTFOLIO MANAGEMENT LLCNEW
+36,254$47.85K
Abel Hall, LLCNEW
+23,764$31.37K
FMR LLC↑ INC
+14,646$32.49K
BlackRock, Inc.↑ INC
+11,800$126.18K

Top Trims (Sellers)

FilerΔ SharesValue
OSAIC HOLDINGS, INC.↓ DEC
-11,684$16.03K
MORGAN STANLEY↓ DEC
-8,295$10.85K
BARCLAYS PLC↓ DEC
-7,410$3.53K
WELLS FARGO & COMPANY/MN↓ DEC
-4,492$3.12K
JANE STREET GROUP, LLC↓ DEC
-3,573$92.40K
Cypress Point Wealth Management, LLC↓ DEC
-900$70.76K
Sterling Capital Management LLC↓ DEC
-601$172.00
BNP PARIBAS FINANCIAL MARKETS↓ DEC
-450$2.35K
NORTHERN TRUST CORP↓ DEC
-348$82.83K