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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

Institutions9.7%
Insiders3.4%
Institutions Count31
Institutions 9.7%Insiders 3.4%Float (Other) 86.9%
13F Filers (top 25)25Quarter 2026-03-31
Top-25 Reported Value$6.27MSum of shown holders' market value
Net Position Change9 adds · 10 trimsLargest movers this quarter

Top Holders by Value

25 shown
FilerSharesMarket ValueΔ SharesChange
STALEY CAPITAL ADVISERS INCCIK 0001106565
1,099,600$2.28M–no_change
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119
654,371$1.35M+654,371NEW
Elser Financial Planning, IncCIK 0002028202
402,972$834.15K-155,645↓ DEC
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717
193,235$400.10K+21,950↑ INC
VANGUARD FIDUCIARY TRUST COCIK 0000933478
82,615$171.01K+82,615NEW
OpenArc Corporate Advisory, LLCCIK 0002111345
81,437$168.57K-40↓ DEC
BlackRock, Inc.CIK 0002012383
69,728$144.34K-11,905↓ DEC
STATE STREET CORPCIK 0000093751
53,858$111.49K–no_change
Aufman Associates IncCIK 0001801573
52,657$109.00K–no_change
Caprock Group, LLCCIK 0001610769
48,386$100.16K–no_change
Diversified Investment Strategies, LLCCIK 0001427196
48,000$99.36K+48,000NEW
CITADEL ADVISORS LLCCIK 0001423053
43,153$89.33K-23,550↓ DEC
RENAISSANCE TECHNOLOGIES LLCCIK 0001037389
41,300$85.49K-14,700↓ DEC
NORTHERN TRUST CORPCIK 0000073124
34,534$71.48K–no_change
JPMORGAN CHASE & COCIK 0000019617
32,659$67.60K-3,350↓ DEC
Portland Global Advisors LLCCIK 0001504941
25,000$51.75K–no_change
DIMENSIONAL FUND ADVISORS LPCIK 0000354204
19,468$40.30K-1,170↓ DEC
GOLDMAN SACHS GROUP INCCIK 0000886982
18,602$38.51K+61↑ INC
American Capital Advisory, LLCCIK 0002018007
15,000$31.05K–no_change
Vanguard Global Advisers, LLCCIK 0001811242
6,988$14.46K+6,988NEW
ROYAL BANK OF CANADACIK 0001000275
2,286$5.00K-1,300↓ DEC
UBS Group AGCIK 0001610520
1,015$2.10K+844↑ INC
GROUP ONE TRADING LLCCIK 0000932540
500$1.03K–no_change
Tower Research Capital LLC (TRC)CIK 0001533421
365$756.00-1,258↓ DEC
SBI Securities Co., Ltd.CIK 0001851815
100$207.00–no_change

Top Adds (Buyers)

FilerΔ SharesValue
VANGUARD CAPITAL MANAGEMENT LLCNEW
+654,371$1.35M
VANGUARD FIDUCIARY TRUST CONEW
+82,615$171.01K
Diversified Investment Strategies, LLCNEW
+48,000$99.36K
GEODE CAPITAL MANAGEMENT, LLC↑ INC
+21,950$400.10K
Vanguard Global Advisers, LLCNEW
+6,988$14.46K
UBS Group AG↑ INC
+844$2.10K
GOLDMAN SACHS GROUP INC↑ INC
+61$38.51K
IFP Advisors, IncNEW
+4$8.00
Caitong International Asset Management Co., LtdNEW
+1$2.00

Top Trims (Sellers)

FilerΔ SharesValue
Elser Financial Planning, Inc↓ DEC
-155,645$834.15K
CITADEL ADVISORS LLC↓ DEC
-23,550$89.33K
RENAISSANCE TECHNOLOGIES LLC↓ DEC
-14,700$85.49K
BlackRock, Inc.↓ DEC
-11,905$144.34K
JPMORGAN CHASE & CO↓ DEC
-3,350$67.60K
ROYAL BANK OF CANADA↓ DEC
-1,300$5.00K
Tower Research Capital LLC (TRC)↓ DEC
-1,258$756.00
DIMENSIONAL FUND ADVISORS LP↓ DEC
-1,170$40.30K
OpenArc Corporate Advisory, LLC↓ DEC
-40$168.57K
CITIGROUP INC↓ DEC
-3$2.00