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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

Institutions55.5%
Insiders18.0%
Institutions Count53
Institutions 55.5%Insiders 18.0%Float (Other) 26.5%
13F Filers (top 25)25Quarter 2026-03-31
Top-25 Reported Value$43.83MSum of shown holders' market value
Net Position Change10 adds · 10 trimsLargest movers this quarter

Top Holders by Value

25 shown
FilerSharesMarket ValueΔ SharesChange
INTEGRITY WEALTH ADVISORS, INC.CIK 0001951908
6,487,209$11.81M+1,034,710↑ INC
AWM Investment Company, Inc.CIK 0001535264
5,649,544$10.28M–no_change
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119
1,809,142$3.29M+1,809,142NEW
SUSQUEHANNA INTERNATIONAL GROUP, LLPCIK 0001446194
1,462,983$2.66M+259,038↑ INC
Pacific Ridge Capital Partners, LLCCIK 0001591546
1,452,159$2.64M+124,972↑ INC
Manatuck Hill Partners, LLCCIK 0001467902
1,261,496$2.30M-81,729↓ DEC
AlphaCore Capital LLCCIK 0001713662
1,069,190$1.95M+1,069,190NEW
BlackRock, Inc.CIK 0002012383
658,436$1.20M-9,530↓ DEC
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717
511,846$932.08K+6,850↑ INC
Fi3 FINANCIAL ADVISORS, LLCCIK 0001862427
480,692$874.86K–no_change
Sequoia Financial Advisors, LLCCIK 0001599900
477,883$869.75K–no_change
HERALD INVESTMENT MANAGEMENT LtdCIK 0001512022
419,370$763.25K-280,630↓ DEC
CITADEL ADVISORS LLCCIK 0001423053
367,234$668.37K+112,206↑ INC
Evernest Financial Advisors, LLCCIK 0002009530
290,345$557.46K-22,922↓ DEC
Prospera Financial Services IncCIK 0001541625
295,150$537.17K+7,000↑ INC
VANGUARD FIDUCIARY TRUST COCIK 0000933478
273,355$497.51K+273,355NEW
BOKF, NACIK 0000009634
183,100$333.24K–no_change
STATE STREET CORPCIK 0000093751
159,169$289.69K–no_change
MARSHALL WACE, LLPCIK 0001318757
155,462$282.94K+91,501↑ INC
Aristides Capital LLCCIK 0001595521
122,655$223.23K+9,900↑ INC
RENAISSANCE TECHNOLOGIES LLCCIK 0001037389
109,136$198.63K-7,300↓ DEC
UBS Group AGCIK 0001610520
105,935$192.80K+38,680↑ INC
NORTHERN TRUST CORPCIK 0000073124
98,639$179.52K–no_change
GOLDMAN SACHS GROUP INCCIK 0000886982
93,569$170.30K-26,246↓ DEC
ESSEX INVESTMENT MANAGEMENT CO LLCCIK 0000201772
72,907$132.69K–no_change

Top Adds (Buyers)

FilerΔ SharesValue
VANGUARD CAPITAL MANAGEMENT LLCNEW
+1,809,142$3.29M
AlphaCore Capital LLCNEW
+1,069,190$1.95M
INTEGRITY WEALTH ADVISORS, INC.↑ INC
+1,034,710$11.81M
VANGUARD FIDUCIARY TRUST CONEW
+273,355$497.51K
SUSQUEHANNA INTERNATIONAL GROUP, LLP↑ INC
+259,038$2.66M
Pacific Ridge Capital Partners, LLC↑ INC
+124,972$2.64M
CITADEL ADVISORS LLC↑ INC
+112,206$668.37K
MARSHALL WACE, LLP↑ INC
+91,501$282.94K
Centiva Capital, LP↑ INC
+42,190$96.41K
UBS Group AG↑ INC
+38,680$192.80K

Top Trims (Sellers)

FilerΔ SharesValue
FNY Investment Advisers, LLC↓ DEC
-358,693$1.23K
HERALD INVESTMENT MANAGEMENT Ltd↓ DEC
-280,630$763.25K
JANE STREET GROUP, LLC↓ DEC
-96,747$44.95K
Manatuck Hill Partners, LLC↓ DEC
-81,729$2.30M
XTX Topco Ltd↓ DEC
-30,309$38.60K
GOLDMAN SACHS GROUP INC↓ DEC
-26,246$170.30K
Evernest Financial Advisors, LLC↓ DEC
-22,922$557.46K
RAYMOND JAMES FINANCIAL INC↓ DEC
-15,919$18.20K
BlackRock, Inc.↓ DEC
-9,530$1.20M
RENAISSANCE TECHNOLOGIES LLC↓ DEC
-7,300$198.63K