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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

Institutions100.0%
Insiders0.0%
Institutions Count24
Institutions 100.0%Insiders 0.0%Float (Other) 0.0%
13F Filers (top 25)24Quarter 2026-03-31
Top-25 Reported Value$36.53MSum of shown holders' market value
Net Position Change10 adds · 0 trimsLargest movers this quarter

Top Holders by Value

24 shown
FilerSharesMarket ValueΔ SharesChange
JPMORGAN CHASE & COCIK 0000019617
16,009,164$32.34M+16,009,164NEW
MORGAN STANLEYCIK 0000895421
476,704$1.34M+476,704NEW
Vident Advisory, LLCCIK 0001744347
343,823$966.14K+343,823NEW
UBS Group AGCIK 0001610520
318,334$894.52K+318,334NEW
LPL Financial LLCCIK 0001403438
189,793$533.32K+189,793NEW
Diametric Capital, LPCIK 0001719087
52,452$147.39K+52,452NEW
ALPS ADVISORS INCCIK 0001376113
39,483$110.95K+39,483NEW
R Squared LtdCIK 0001896148
21,857$61.42K+21,857NEW
Apella Capital, LLCCIK 0001801507
15,000$40.50K+15,000NEW
PRELUDE CAPITAL MANAGEMENT, LLCCIK 0001387508
13,277$37.31K+13,277NEW
WELLS FARGO & COMPANY/MNCIK 0000072971
7,530$21.16K+7,530NEW
MACQUARIE GROUP LTDCIK 0001418333
5,208$14.63K+5,208NEW
OSAIC HOLDINGS, INC.CIK 0001677044
2,476$6.96K+2,476NEW
SBI Securities Co., Ltd.CIK 0001851815
1,922$5.40K+1,922NEW
MCF Advisors LLCCIK 0001602905
1,367$3.84K+1,367NEW
JONES FINANCIAL COMPANIES LLLPCIK 0000815917
1,494$3.23K+1,494NEW
NFSG CorpCIK 0001879757
846$2.38K+846NEW
BARCLAYS PLCCIK 0000312069
441$1.24K+441NEW
NATIONAL BANK OF CANADA /FI/CIK 0000926171
329$915.00+329NEW
GROUP ONE TRADING LLCCIK 0000932540
261$733.00+261NEW
Compagnie Lombard Odier SCmACIK 0001615423
219$615.00+219NEW
Golden State Wealth Management, LLCCIK 0001776033
197$554.00+197NEW
Federation des caisses Desjardins du QuebecCIK 0002022297
53$149.00+53NEW
CWM, LLCCIK 0001535847
30$84.00+30NEW

Top Adds (Buyers)

FilerΔ SharesValue
JPMORGAN CHASE & CONEW
+16,009,164$32.34M
MORGAN STANLEYNEW
+476,704$1.34M
Vident Advisory, LLCNEW
+343,823$966.14K
UBS Group AGNEW
+318,334$894.52K
LPL Financial LLCNEW
+189,793$533.32K
Diametric Capital, LPNEW
+52,452$147.39K
ALPS ADVISORS INCNEW
+39,483$110.95K
R Squared LtdNEW
+21,857$61.42K
Apella Capital, LLCNEW
+15,000$40.50K
PRELUDE CAPITAL MANAGEMENT, LLCNEW
+13,277$37.31K

Top Trims (Sellers)

No trims reported this quarter.