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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

Institutions51.1%
Insiders0.0%
Institutions Count32
Institutions 51.1%Insiders 0.0%Float (Other) 48.9%
13F Filers (top 25)25Quarter 2026-03-31
Top-25 Reported Value$42.05MSum of shown holders' market value
Net Position Change10 adds · 6 trimsLargest movers this quarter

Top Holders by Value

25 shown
FilerSharesMarket ValueΔ SharesChange
SUSQUEHANNA INTERNATIONAL GROUP, LLPCIK 0001446194
182,367$23.22M+90,107↑ INC
MORGAN STANLEYCIK 0000895421
65,207$8.30M+1,190↑ INC
NewSquare Capital LLCCIK 0001546989
15,286$1.95M+790↑ INC
UBS Group AGCIK 0001610520
9,074$1.16M+5,200↑ INC
Private Wealth Advisors, LLCCIK 0001787027
6,600$840.51K+6,600NEW
TABLEAUX LLCCIK 0002060663
5,500$700.42K+5,500NEW
Ashton Thomas Private Wealth, LLCCIK 0002019663
5,102$649.74K–no_change
ROYAL BANK OF CANADACIK 0001000275
5,046$643.00K+325↑ INC
HUSSMAN STRATEGIC ADVISORS, INC.CIK 0001179475
5,000$636.75K–no_change
Focus Partners WealthCIK 0001542153
4,948$630.13K+1,947↑ INC
KLINGENSTEIN FIELDS & CO LPCIK 0000859872
4,800$611.28K–no_change
BANK OF AMERICA CORP /DE/CIK 0000070858
3,542$451.07K+835↑ INC
Kestra Advisory Services, LLCCIK 0001830819
2,379$302.96K+56↑ INC
HighTower Advisors, LLCCIK 0001462245
2,377$302.71K+700↑ INC
Mesirow Financial Investment Management, Inc.CIK 0001469475
2,156$274.57K-800↓ DEC
JANE STREET GROUP, LLCCIK 0001595888
2,100$267.44K-9,676↓ DEC
STEEL GROVE CAPITAL ADVISORS, LLCCIK 0001166308
2,086$265.65K–no_change
Fortis Group Advisors, LLCCIK 0001815183
1,813$237.28K+1,813NEW
WEST PACES ADVISORS INC.CIK 0002004720
1,669$212.55K–no_change
CITADEL ADVISORS LLCCIK 0001423053
1,600$203.76K-10,600↓ DEC
Dunhill Financial, LLCCIK 0001948904
739$94.24K+154↑ INC
Financial Network Wealth Advisors LLCCIK 0002012031
438$55.78K–no_change
FMR LLCCIK 0000315066
128$16.30K–no_change
MAI Capital ManagementCIK 0001040197
90$11.46K–no_change
HARBOUR INVESTMENTS, INC.CIK 0000810121
70$8.91K–no_change

Top Adds (Buyers)

FilerΔ SharesValue
SUSQUEHANNA INTERNATIONAL GROUP, LLP↑ INC
+90,107$23.22M
Private Wealth Advisors, LLCNEW
+6,600$840.51K
TABLEAUX LLCNEW
+5,500$700.42K
UBS Group AG↑ INC
+5,200$1.16M
Focus Partners Wealth↑ INC
+1,947$630.13K
Fortis Group Advisors, LLCNEW
+1,813$237.28K
MORGAN STANLEY↑ INC
+1,190$8.30M
BANK OF AMERICA CORP /DE/↑ INC
+835$451.07K
NewSquare Capital LLC↑ INC
+790$1.95M
HighTower Advisors, LLC↑ INC
+700$302.71K

Top Trims (Sellers)

FilerΔ SharesValue
CITADEL ADVISORS LLC↓ DEC
-10,600$203.76K
JANE STREET GROUP, LLC↓ DEC
-9,676$267.44K
Mesirow Financial Investment Management, Inc.↓ DEC
-800$274.57K
FLOW TRADERS U.S. LLC↓ DEC
-148$211.00
OSAIC HOLDINGS, INC.↓ DEC
-27$2.04K
WELLS FARGO & COMPANY/MNsold_all
0$6.00