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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

Institutions10.7%
Insiders28.4%
Institutions Count16
Institutions 10.7%Insiders 28.4%Float (Other) 60.9%
13F Filers (top 25)16Quarter 2026-03-31
Top-25 Reported Value$3.66MSum of shown holders' market value
Net Position Change7 adds · 4 trimsLargest movers this quarter

Top Holders by Value

16 shown
FilerSharesMarket ValueΔ SharesChange
SECURITY BENEFIT LIFE INSURANCE CO /KS/CIK 0000869772
2,470,479$2.47M–no_change
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119
382,852$382.85K+382,852NEW
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717
207,977$207.98K+47,715↑ INC
Henrickson Nauta Wealth Advisors, Inc.CIK 0001903859
142,398$142.40K-8,390↓ DEC
BLAIR WILLIAM & CO/ILCIK 0000902367
128,553$128.55K+42,000↑ INC
VANGUARD FIDUCIARY TRUST COCIK 0000933478
100,606$100.61K+100,606NEW
ELEVATION POINT WEALTH PARTNERS, LLCCIK 0001744349
100,000$100.00K–no_change
BlackRock, Inc.CIK 0002012383
63,452$63.45K+2,940↑ INC
NORTHERN TRUST CORPCIK 0000073124
29,130$29.13K–no_change
TWO SIGMA SECURITIES, LLCCIK 0001450144
16,018$16.02K+2,029↑ INC
waypoint wealth counselCIK 0001807909
10,725$10.72K-60,205↓ DEC
Vanguard Global Advisers, LLCCIK 0001811242
9,831$9.83K+9,831NEW
Tower Research Capital LLC (TRC)CIK 0001533421
2,653$2.65K-2,985↓ DEC
UBS Group AGCIK 0001610520
92$92.00-1,130↓ DEC
CITIGROUP INCCIK 0000831001
1$1.00–no_change
Provenance Wealth Advisors, LLCCIK 0002081584
1$1.00–no_change

Top Adds (Buyers)

FilerΔ SharesValue
VANGUARD CAPITAL MANAGEMENT LLCNEW
+382,852$382.85K
VANGUARD FIDUCIARY TRUST CONEW
+100,606$100.61K
GEODE CAPITAL MANAGEMENT, LLC↑ INC
+47,715$207.98K
BLAIR WILLIAM & CO/IL↑ INC
+42,000$128.55K
Vanguard Global Advisers, LLCNEW
+9,831$9.83K
BlackRock, Inc.↑ INC
+2,940$63.45K
TWO SIGMA SECURITIES, LLC↑ INC
+2,029$16.02K

Top Trims (Sellers)

FilerΔ SharesValue
waypoint wealth counsel↓ DEC
-60,205$10.72K
Henrickson Nauta Wealth Advisors, Inc.↓ DEC
-8,390$142.40K
Tower Research Capital LLC (TRC)↓ DEC
-2,985$2.65K
UBS Group AG↓ DEC
-1,130$92.00