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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

Institutions5.3%
Insiders14.8%
Institutions Count32
Institutions 5.3%Insiders 14.8%Float (Other) 79.9%
13F Filers (top 25)25Quarter 2026-03-31
Top-25 Reported Value$5.01MSum of shown holders' market value
Net Position Change10 adds · 4 trimsLargest movers this quarter

Top Holders by Value

25 shown
FilerSharesMarket ValueΔ SharesChange
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119
1,744,949$1.99M+1,744,949NEW
BlackRock, Inc.CIK 0002012383
597,947$681.66K+17,411↑ INC
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717
474,346$540.93K+59,402↑ INC
GM Advisory Group, LLCCIK 0001598304
434,456$495.28K+271,569↑ INC
VANGUARD FIDUCIARY TRUST COCIK 0000933478
246,244$280.72K+246,244NEW
STATE STREET CORPCIK 0000093751
240,589$274.27K+95,900↑ INC
Team Hewins, LLCCIK 0001964760
125,640$143.23K–no_change
BRIDGEWAY CAPITAL MANAGEMENT, LLCCIK 0001107261
75,000$85.50K–no_change
GOLDMAN SACHS GROUP INCCIK 0000886982
67,513$76.97K+4,433↑ INC
BANK OF AMERICA CORP /DE/CIK 0000070858
63,013$71.83K-419↓ DEC
NORTHERN TRUST CORPCIK 0000073124
62,701$71.48K–no_change
BRC Group Holdings, Inc.CIK 0001464790
56,818$64.77K–no_change
Point72 Asset Management, L.P.CIK 0001603466
51,604$58.83K+51,604NEW
UBS Group AGCIK 0001610520
37,363$42.59K+17,526↑ INC
XTX Topco LtdCIK 0001828301
25,679$29.27K+4,422↑ INC
Engineers Gate Manager LPCIK 0001620220
23,516$26.81K–no_change
MORGAN STANLEYCIK 0000895421
19,289$21.99K–no_change
Braeburn Wealth Management LLCCIK 0002111759
15,500$17.67K–no_change
Vanguard Global Advisers, LLCCIK 0001811242
10,381$11.83K+10,381NEW
LPL Financial LLCCIK 0001403438
10,000$11.40K+10,000NEW
MAI Capital ManagementCIK 0001040197
4,400$5.02K+4,400NEW
Russell Investments Group, Ltd.CIK 0001692234
3,273$3.73K–no_change
Arax Advisory PartnersCIK 0001586767
3,125$3.56K+3,116↑ INC
ROYAL BANK OF CANADACIK 0001000275
2,257$3.00K+1,798↑ INC
Tower Research Capital LLC (TRC)CIK 0001533421
2,286$2.61K-3,886↓ DEC

Top Adds (Buyers)

FilerΔ SharesValue
VANGUARD CAPITAL MANAGEMENT LLCNEW
+1,744,949$1.99M
GM Advisory Group, LLC↑ INC
+271,569$495.28K
VANGUARD FIDUCIARY TRUST CONEW
+246,244$280.72K
STATE STREET CORP↑ INC
+95,900$274.27K
GEODE CAPITAL MANAGEMENT, LLC↑ INC
+59,402$540.93K
Point72 Asset Management, L.P.NEW
+51,604$58.83K
HRT FINANCIAL LP↑ INC
+23,550$40.00
UBS Group AG↑ INC
+17,526$42.59K
BlackRock, Inc.↑ INC
+17,411$681.66K
Vanguard Global Advisers, LLCNEW
+10,381$11.83K

Top Trims (Sellers)

FilerΔ SharesValue
Tower Research Capital LLC (TRC)↓ DEC
-3,886$2.61K
BANK OF AMERICA CORP /DE/↓ DEC
-419$71.83K
CWM, LLC↓ DEC
-206$302.00
SBI Securities Co., Ltd.↓ DEC
-13$136.00