Stockfacts
Use CasesDocsPricing
Log inSign up free
OverviewFinancialsTrendsTranscriptsOptionsInstitutionsInsidersCorporate ActionsSEC Filings
Stockfacts

EOD US-equity data for investors and AI agents

Data is end-of-day, not real-time, and not investment advice

Use CasesDashboard

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

Institutions57.8%
Insiders116.7%
Institutions Count54
Institutions 57.8%Insiders 116.7%Float (Other) 0.0%
13F Filers (top 25)25Quarter 2026-03-31
Top-25 Reported Value$60.27MSum of shown holders' market value
Net Position Change10 adds · 8 trimsLargest movers this quarter

Top Holders by Value

25 shown
FilerSharesMarket ValueΔ SharesChange
ENTRUST GLOBAL PARTNERS L L CCIK 0001080818
24,215,366$54.73M–no_change
Third Point LLCCIK 0001040273
1,022,000$2.31M–no_change
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119
602,116$1.36M+602,116NEW
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717
211,519$478.03K+97,955↑ INC
LPL Financial LLCCIK 0001403438
96,000$216.96K+45,000↑ INC
BlackRock, Inc.CIK 0002012383
70,604$159.56K+7,260↑ INC
STATE STREET CORPCIK 0000093751
51,928$117.36K+29,815↑ INC
VANGUARD PORTFOLIO MANAGEMENT LLCCIK 0002100121
48,876$110.46K+48,876NEW
EverSource Wealth Advisors, LLCCIK 0001710537
2,771$102.52K+2,771NEW
NORTHERN TRUST CORPCIK 0000073124
45,027$101.76K+7,322↑ INC
VANGUARD FIDUCIARY TRUST COCIK 0000933478
44,014$99.47K+44,014NEW
AQR CAPITAL MANAGEMENT LLCCIK 0001167557
40,521$91.58K+40,521NEW
MBL Wealth, LLCCIK 0001845785
28,200$63.73K–no_change
Russell Investments Group, Ltd.CIK 0001692234
19,486$44.04K+17,433↑ INC
GOLDMAN SACHS GROUP INCCIK 0000886982
18,499$41.81K+7,783↑ INC
Keel Point, LLCCIK 0001386935
18,474$41.75K+18,474NEW
TRUIST FINANCIAL CORPCIK 0000092230
15,090$34.10K–no_change
CHARLES SCHWAB INVESTMENT MANAGEMENT INCCIK 0000884546
12,799$28.93K–no_change
DEUTSCHE BANK AG\CIK 0000948046
11,640$26.31K–no_change
Pinnacle Financial Partners, Inc.CIK 0002082866
10,500$23.73K+10,500NEW
BRIDGEWAY CAPITAL MANAGEMENT, LLCCIK 0001107261
10,300$23.28K+10,300NEW
PNC FINANCIAL SERVICES GROUP, INC.CIK 0000713676
10,006$22.61K–no_change
MORGAN STANLEYCIK 0000895421
6,545$14.79K-18,775↓ DEC
NEW YORK STATE COMMON RETIREMENT FUNDCIK 0000810265
6,472$14.63K–no_change
Tower Research Capital LLC (TRC)CIK 0001533421
5,477$12.38K+2,601↑ INC

Top Adds (Buyers)

FilerΔ SharesValue
VANGUARD CAPITAL MANAGEMENT LLCNEW
+602,116$1.36M
GEODE CAPITAL MANAGEMENT, LLC↑ INC
+97,955$478.03K
VANGUARD PORTFOLIO MANAGEMENT LLCNEW
+48,876$110.46K
LPL Financial LLC↑ INC
+45,000$216.96K
VANGUARD FIDUCIARY TRUST CONEW
+44,014$99.47K
AQR CAPITAL MANAGEMENT LLCNEW
+40,521$91.58K
STATE STREET CORP↑ INC
+29,815$117.36K
Keel Point, LLCNEW
+18,474$41.75K
Russell Investments Group, Ltd.↑ INC
+17,433$44.04K
Pinnacle Financial Partners, Inc.NEW
+10,500$23.73K

Top Trims (Sellers)

FilerΔ SharesValue
MORGAN STANLEY↓ DEC
-18,775$14.79K
BARCLAYS PLC↓ DEC
-4,693$8.47K
WELLS FARGO & COMPANY/MN↓ DEC
-2,569$9.56K
JPMORGAN CHASE & CO↓ DEC
-1,667$7.43K
BNP PARIBAS FINANCIAL MARKETS↓ DEC
-1,587$4.04K
UBS Group AG↓ DEC
-504$3.04K
ROYAL BANK OF CANADA↓ DEC
-105$1.00K
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM↓ DEC
-41$635.00