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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

Institutions19.4%
Insiders0.0%
Institutions Count27
Institutions 19.4%Insiders 0.0%Float (Other) 80.6%
13F Filers (top 25)25Quarter 2026-03-31
Top-25 Reported Value$19.88MSum of shown holders' market value
Net Position Change10 adds · 8 trimsLargest movers this quarter

Top Holders by Value

25 shown
FilerSharesMarket ValueΔ SharesChange
CIBC WORLD MARKET INC.CIK 0001421224
121,795$8.33M+28,458↑ INC
Ashton Thomas Private Wealth, LLCCIK 0002019663
36,764$2.51M–no_change
MORGAN STANLEYCIK 0000895421
19,589$1.34M-18,164↓ DEC
CITADEL ADVISORS LLCCIK 0001423053
14,104$964.33K+604↑ INC
JANE STREET GROUP, LLCCIK 0001595888
13,500$923.03K-18,049↓ DEC
UBS Group AGCIK 0001610520
12,519$855.96K+8,344↑ INC
ROYAL BANK OF CANADACIK 0001000275
9,253$633.00K+147↑ INC
Unconventional Investor, LLCCIK 0001910387
7,863$537.65K+19↑ INC
PFG Investments, LLCCIK 0001973224
7,534$515.13K+7,534NEW
3EDGE Asset Management, LPCIK 0001665605
7,008$479.16K+7,008NEW
BANK OF AMERICA CORP /DE/CIK 0000070858
6,859$468.99K+6,049↑ INC
COMMONWEALTH EQUITY SERVICES, LLCCIK 0000312272
5,402$369.37K+1,475↑ INC
MAI Capital ManagementCIK 0001040197
4,935$337.42K–no_change
SUSQUEHANNA INTERNATIONAL GROUP, LLPCIK 0001446194
4,900$335.01K+1,200↑ INC
Cetera Investment AdvisersCIK 0001666741
4,125$282.04K–no_change
SIMPLEX TRADING, LLCCIK 0001488542
3,677$251.41K-1,654↓ DEC
GTS SECURITIES LLCCIK 0001452765
3,481$238.01K-606↓ DEC
ENVESTNET ASSET MANAGEMENT INCCIK 0001407543
3,005$205.46K-5,917↓ DEC
Graney & King, LLCCIK 0002051568
1,825$124.78K+1,825NEW
Clearstead Advisors, LLCCIK 0000842775
1,267$86.63K–no_change
OSAIC HOLDINGS, INC.CIK 0001677044
509$34.84K+26↑ INC
Rockefeller Capital Management L.P.CIK 0001739439
360$24.61K-5,074↓ DEC
HUNTINGTON NATIONAL BANKCIK 0000049205
256$17.50K–no_change
GROUP ONE TRADING LLCCIK 0000932540
179$12.24K-41↓ DEC
CWM, LLCCIK 0001535847
70$4.79K–no_change

Top Adds (Buyers)

FilerΔ SharesValue
CIBC WORLD MARKET INC.↑ INC
+28,458$8.33M
UBS Group AG↑ INC
+8,344$855.96K
PFG Investments, LLCNEW
+7,534$515.13K
3EDGE Asset Management, LPNEW
+7,008$479.16K
BANK OF AMERICA CORP /DE/↑ INC
+6,049$468.99K
Graney & King, LLCNEW
+1,825$124.78K
COMMONWEALTH EQUITY SERVICES, LLC↑ INC
+1,475$369.37K
SUSQUEHANNA INTERNATIONAL GROUP, LLP↑ INC
+1,200$335.01K
CITADEL ADVISORS LLC↑ INC
+604$964.33K
ROYAL BANK OF CANADA↑ INC
+147$633.00K

Top Trims (Sellers)

FilerΔ SharesValue
MORGAN STANLEY↓ DEC
-18,164$1.34M
JANE STREET GROUP, LLC↓ DEC
-18,049$923.03K
ENVESTNET ASSET MANAGEMENT INC↓ DEC
-5,917$205.46K
Rockefeller Capital Management L.P.↓ DEC
-5,074$24.61K
SIMPLEX TRADING, LLC↓ DEC
-1,654$251.41K
GTS SECURITIES LLC↓ DEC
-606$238.01K
FMR LLC↓ DEC
-335$1.01K
GROUP ONE TRADING LLC↓ DEC
-41$12.24K