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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

Institutions66.8%
Insiders0.0%
Institutions Count91
Institutions 66.8%Insiders 0.0%Float (Other) 33.2%
13F Filers (top 25)25Quarter 2026-03-31
Top-25 Reported Value$283.17MSum of shown holders' market value
Net Position Change10 adds · 10 trimsLargest movers this quarter

Top Holders by Value

25 shown
FilerSharesMarket ValueΔ SharesChange
MORGAN STANLEYCIK 0000895421
1,025,761$109.44M+614,633↑ INC
SUSQUEHANNA INTERNATIONAL GROUP, LLPCIK 0001446194
616,573$65.78M+487,415↑ INC
CITADEL ADVISORS LLCCIK 0001423053
227,300$24.25M-136,008↓ DEC
JANE STREET GROUP, LLCCIK 0001595888
121,605$12.97M-150,384↓ DEC
GOLDMAN SACHS GROUP INCCIK 0000886982
100,009$10.67M+25,000↑ INC
MYCIO WEALTH PARTNERS, LLCCIK 0001371726
88,759$9.47M+88,759NEW
WELLS FARGO & COMPANY/MNCIK 0000072971
58,966$6.29M+24,160↑ INC
NOMURA ASSET MANAGEMENT CO LTDCIK 0001055964
56,800$6.06M+56,800NEW
LEUTHOLD GROUP, LLCCIK 0001170152
40,779$4.35M-386↓ DEC
BANK OF AMERICA CORP /DE/CIK 0000070858
35,723$3.81M+13,215↑ INC
UBS Group AGCIK 0001610520
29,259$3.12M+8,511↑ INC
OPPENHEIMER & CO INCCIK 0000822581
28,666$3.06M+15,966↑ INC
Summit Place Financial Advisors, LLCCIK 0001801413
23,895$2.55M+3,595↑ INC
Resurgent Financial Advisors LLCCIK 0001912339
23,857$2.55M+393↑ INC
COMMONWEALTH EQUITY SERVICES, LLCCIK 0000312272
20,950$2.24M+360↑ INC
CAPTRUST FINANCIAL ADVISORSCIK 0001512024
20,319$2.17M+1,585↑ INC
BLAIR WILLIAM & CO/ILCIK 0000902367
19,781$2.11M+8,226↑ INC
PING CAPITAL MANAGEMENT, INC.CIK 0001804352
19,700$2.10M+16,700↑ INC
GFS Advisors, LLCCIK 0001427263
20,351$1.87M+18,060↑ INC
Creative PlanningCIK 0001540235
15,824$1.69M-22,957↓ DEC
Ashton Thomas Private Wealth, LLCCIK 0002019663
15,398$1.64M–no_change
ROYAL BANK OF CANADACIK 0001000275
14,184$1.51M+3,885↑ INC
Belpointe Asset Management LLCCIK 0001721242
11,137$1.19M-242↓ DEC
Kathmere Capital Management, LLCCIK 0001794543
11,109$1.19M–no_change
HSBC HOLDINGS PLCCIK 0000873630
10,281$1.10M-298↓ DEC

Top Adds (Buyers)

FilerΔ SharesValue
MORGAN STANLEY↑ INC
+614,633$109.44M
SUSQUEHANNA INTERNATIONAL GROUP, LLP↑ INC
+487,415$65.78M
MYCIO WEALTH PARTNERS, LLCNEW
+88,759$9.47M
Virtu Financial LLC↑ INC
+59,271$7.44K
NOMURA ASSET MANAGEMENT CO LTDNEW
+56,800$6.06M
GOLDMAN SACHS GROUP INC↑ INC
+25,000$10.67M
WELLS FARGO & COMPANY/MN↑ INC
+24,160$6.29M
GFS Advisors, LLC↑ INC
+18,060$1.87M
PING CAPITAL MANAGEMENT, INC.↑ INC
+16,700$2.10M
OPPENHEIMER & CO INC↑ INC
+15,966$3.06M

Top Trims (Sellers)

FilerΔ SharesValue
JANE STREET GROUP, LLC↓ DEC
-150,384$12.97M
CITADEL ADVISORS LLC↓ DEC
-136,008$24.25M
BNP PARIBAS FINANCIAL MARKETS↓ DEC
-99,723$29.55K
Creative Planning↓ DEC
-22,957$1.69M
IMC-Chicago, LLC↓ DEC
-9,951$257.98K
MARSHALL WACE, LLP↓ DEC
-9,600$458.77K
LPL Financial LLC↓ DEC
-6,721$1.09M
Corient Private Wealth LLC↓ DEC
-4,947$249.76K
Opal Wealth Advisors, LLC↓ DEC
-4,728$89.83K
Cambridge Investment Research Advisors, Inc.↓ DEC
-3,777$482.00