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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

Institutions2.7%
Insiders13.4%
Institutions Count30
Institutions 2.7%Insiders 13.4%Float (Other) 83.8%
13F Filers (top 25)25Quarter 2026-03-31
Top-25 Reported Value$1.61MSum of shown holders' market value
Net Position Change10 adds · 9 trimsLargest movers this quarter

Top Holders by Value

25 shown
FilerSharesMarket ValueΔ SharesChange
Platform Technology PartnersCIK 0001830817
259,643$258.35K+92,028↑ INC
UBS Group AGCIK 0001610520
226,176$225.04K+54,995↑ INC
CITADEL ADVISORS LLCCIK 0001423053
217,548$216.46K-66,852↓ DEC
SUSQUEHANNA INTERNATIONAL GROUP, LLPCIK 0001446194
135,202$134.63K-320,634↓ DEC
OSAIC HOLDINGS, INC.CIK 0001677044
123,628$123.45K+9,868↑ INC
GROUP ONE TRADING LLCCIK 0000932540
114,913$114.34K-41,336↓ DEC
ENVESTNET ASSET MANAGEMENT INCCIK 0001407543
99,815$99.32K+14,999↑ INC
GOLDMAN SACHS GROUP INCCIK 0000886982
77,042$76.66K+7,776↑ INC
Krilogy Financial LLCCIK 0001659047
60,000$64.80K–no_change
XTX Topco LtdCIK 0001828301
59,059$58.76K+31,303↑ INC
Qube Research & Technologies LtdCIK 0001729829
43,474$43.26K–no_change
JANE STREET GROUP, LLCCIK 0001595888
30,381$30.23K-5,112↓ DEC
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717
30,327$30.18K–no_change
Centiva Capital, LPCIK 0001692507
28,365$28.22K+16,512↑ INC
Westmount Partners, LLCCIK 0002051491
20,000$19.90K+20,000NEW
HighTower Advisors, LLCCIK 0001462245
18,805$18.71K–no_change
Summit Financial Strategies, Inc.CIK 0001625246
15,002$14.93K-200↓ DEC
CLIENT 1ST ADVISORY GROUP, LLCCIK 0001802816
14,469$14.40K–no_change
OXFORD FINANCIAL GROUP, LTD. LLCCIK 0001245862
10,000$9.95K–no_change
MORGAN STANLEYCIK 0000895421
9,717$9.67K+5,217↑ INC
JONES FINANCIAL COMPANIES LLLPCIK 0000815917
8,000$8.16K-3,000↓ DEC
NFSG CorpCIK 0001879757
6,850$6.82K–no_change
GROUP ONE TRADING LLCCIK 0000932540
2,200$2.19K-11,700↓ DEC
ROYAL BANK OF CANADACIK 0001000275
1,000$1.00K-12,600↓ DEC
WELLS FARGO & COMPANY/MNCIK 0000072971
500$498.00+14↑ INC

Top Adds (Buyers)

FilerΔ SharesValue
Platform Technology Partners↑ INC
+92,028$258.35K
UBS Group AG↑ INC
+54,995$225.04K
Virtu Financial LLC↑ INC
+36,003$57.00
XTX Topco Ltd↑ INC
+31,303$58.76K
Westmount Partners, LLCNEW
+20,000$19.90K
Centiva Capital, LP↑ INC
+16,512$28.22K
ENVESTNET ASSET MANAGEMENT INC↑ INC
+14,999$99.32K
OSAIC HOLDINGS, INC.↑ INC
+9,868$123.45K
GOLDMAN SACHS GROUP INC↑ INC
+7,776$76.66K
MORGAN STANLEY↑ INC
+5,217$9.67K

Top Trims (Sellers)

FilerΔ SharesValue
SUSQUEHANNA INTERNATIONAL GROUP, LLP↓ DEC
-320,634$134.63K
CITADEL ADVISORS LLC↓ DEC
-66,852$216.46K
GROUP ONE TRADING LLC↓ DEC
-41,336$114.34K
ROYAL BANK OF CANADA↓ DEC
-12,600$1.00K
GROUP ONE TRADING LLC↓ DEC
-11,700$2.19K
JANE STREET GROUP, LLC↓ DEC
-5,112$30.23K
JONES FINANCIAL COMPANIES LLLP↓ DEC
-3,000$8.16K
CITIGROUP INC↓ DEC
-413$403.00
Summit Financial Strategies, Inc.↓ DEC
-200$14.93K