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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

Institutions4.4%
Insiders4.9%
Institutions Count40
Institutions 4.4%Insiders 4.9%Float (Other) 90.8%
13F Filers (top 25)25Quarter 2026-03-31
Top-25 Reported Value$618.20KSum of shown holders' market value
Net Position Change10 adds · 5 trimsLargest movers this quarter

Top Holders by Value

25 shown
FilerSharesMarket ValueΔ SharesChange
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119
451,875$184.37K+451,875NEW
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717
294,459$120.17K+275,201↑ INC
VANGUARD FIDUCIARY TRUST COCIK 0000933478
225,938$92.18K+225,938NEW
Arax Advisory PartnersCIK 0001586767
93,627$38.21K+93,627NEW
CITADEL ADVISORS LLCCIK 0001423053
66,165$27.00K-14,596↓ DEC
SeaCrest Wealth Management, LLCCIK 0001728121
50,000$20.41K–no_change
UBS Group AGCIK 0001610520
45,970$18.76K+45,969↑ INC
TWO SIGMA SECURITIES, LLCCIK 0001450144
31,796$12.98K+19,262↑ INC
LPL Financial LLCCIK 0001403438
30,382$12.40K+19,750↑ INC
Invst, LLCCIK 0001867587
23,400$9.55K+23,400NEW
OSAIC HOLDINGS, INC.CIK 0001677044
21,000$8.57K+19,000↑ INC
Keel Point, LLCCIK 0001386935
20,768$8.47K+20,768NEW
Integrated Wealth Concepts LLCCIK 0001737109
20,006$8.16K–no_change
Private Wealth Management Group, LLCCIK 0002011342
20,000$8.16K+20,000NEW
MORGAN STANLEYCIK 0000895421
16,599$6.77K-2,000↓ DEC
Caitlin John, LLCCIK 0002010947
16,500$6.73K–no_change
StoneX Group Inc.CIK 0000913760
14,756$6.02K+14,756NEW
Verdence Capital Advisors LLCCIK 0001719305
12,000$4.90K-1,000↓ DEC
Prospera Financial Services IncCIK 0001541625
11,996$4.89K–no_change
LaSalle St. Investment Advisors, LLCCIK 0001966193
11,000$4.49K+11,000NEW
PARSONS CAPITAL MANAGEMENT INC/RICIK 0001018674
10,900$4.45K–no_change
HBK Sorce Advisory LLCCIK 0001379995
10,000$3.75K–no_change
BlackRock, Inc.CIK 0002012383
8,408$3.43K-1↓ DEC
Allworth Financial LPCIK 0001555170
4,501$1.84K+4,500↑ INC
NFSG CorpCIK 0001879757
3,750$1.53K–no_change

Top Adds (Buyers)

FilerΔ SharesValue
VANGUARD CAPITAL MANAGEMENT LLCNEW
+451,875$184.37K
GEODE CAPITAL MANAGEMENT, LLC↑ INC
+275,201$120.17K
VANGUARD FIDUCIARY TRUST CONEW
+225,938$92.18K
Arax Advisory PartnersNEW
+93,627$38.21K
UBS Group AG↑ INC
+45,969$18.76K
Invst, LLCNEW
+23,400$9.55K
Keel Point, LLCNEW
+20,768$8.47K
Private Wealth Management Group, LLCNEW
+20,000$8.16K
LPL Financial LLC↑ INC
+19,750$12.40K
TWO SIGMA SECURITIES, LLC↑ INC
+19,262$12.98K

Top Trims (Sellers)

FilerΔ SharesValue
CITADEL ADVISORS LLC↓ DEC
-14,596$27.00K
MORGAN STANLEY↓ DEC
-2,000$6.77K
Verdence Capital Advisors LLC↓ DEC
-1,000$4.90K
Tower Research Capital LLC (TRC)↓ DEC
-3$693.00
BlackRock, Inc.↓ DEC
-1$3.43K