Stockfacts
Use CasesDocsPricing
Log inSign up free
OverviewFinancialsTrendsTranscriptsOptionsInstitutionsInsidersCorporate ActionsSEC Filings
Stockfacts

EOD US-equity data for investors and AI agents

Data is end-of-day, not real-time, and not investment advice

Use CasesDashboard

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 2025-09-30.

Ownership

Institutions10.6%
Insiders2.0%
Institutions Count15
Institutions 10.6%Insiders 2.0%Float (Other) 87.4%
13F Filers (top 25)15Quarter 2025-09-30
Top-25 Reported Value$1.43MSum of shown holders' market value
Net Position Change6 adds · 3 trimsLargest movers this quarter

Top Holders by Value

15 shown
FilerSharesMarket ValueΔ SharesChange
ALLIANCEBERNSTEIN L.P.CIK 0001109448
208,359$968.87K+9,501↑ INC
VANGUARD GROUP INCCIK 0000102909
36,263$166.81K+9,187↑ INC
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717
27,369$125.92K+528↑ INC
RAYMOND JAMES FINANCIAL INCCIK 0000720005
17,014$79.11K+5,500↑ INC
UBS Group AGCIK 0001610520
11,459$53.28K+174↑ INC
JPMORGAN CHASE & COCIK 0000019617
5,000$23.00K–no_change
MORGAN STANLEYCIK 0000895421
1,036$4.82K–no_change
FINANCIAL CONSULATE, INCCIK 0001624510
964$4.43K+964NEW
Tower Research Capital LLC (TRC)CIK 0001533421
419$1.95K-527↓ DEC
SBI Securities Co., Ltd.CIK 0001851815
303$1.41K–no_change
BANK OF AMERICA CORP /DE/CIK 0000070858
22$102.00–no_change
Allworth Financial LPCIK 0001555170
21$97.00–no_change
OSAIC HOLDINGS, INC.CIK 0001677044
1$3.00–no_change
Capital Advisors, Ltd. LLCCIK 0001597878
264$1.00-80↓ DEC
WELLS FARGO & COMPANY/MNCIK 0000072971
0$1.00–sold_all

Top Adds (Buyers)

FilerΔ SharesValue
ALLIANCEBERNSTEIN L.P.↑ INC
+9,501$968.87K
VANGUARD GROUP INC↑ INC
+9,187$166.81K
RAYMOND JAMES FINANCIAL INC↑ INC
+5,500$79.11K
FINANCIAL CONSULATE, INCNEW
+964$4.43K
GEODE CAPITAL MANAGEMENT, LLC↑ INC
+528$125.92K
UBS Group AG↑ INC
+174$53.28K

Top Trims (Sellers)

FilerΔ SharesValue
Tower Research Capital LLC (TRC)↓ DEC
-527$1.95K
Capital Advisors, Ltd. LLC↓ DEC
-80$1.00
WELLS FARGO & COMPANY/MNsold_all
0$1.00