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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

Institutions25.9%
Insiders223.2%
Institutions Count51
Institutions 25.9%Insiders 223.2%Float (Other) 0.0%
13F Filers (top 25)25Quarter 2026-03-31
Top-25 Reported Value$8.70MSum of shown holders' market value
Net Position Change10 adds · 7 trimsLargest movers this quarter

Top Holders by Value

25 shown
FilerSharesMarket ValueΔ SharesChange
SOFTBANK GROUP CORP.CIK 0001065521
2,396,980$2.80M–no_change
Alyeska Investment Group, L.P.CIK 0001453072
1,400,000$1.64M–no_change
HEIGHTS CAPITAL MANAGEMENT, INCCIK 0001081698
963,495$1.13M+963,495NEW
Arosa Capital Management LPCIK 0001596053
910,000$1.06M-40,000↓ DEC
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119
634,720$742.62K+634,720NEW
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717
223,561$261.58K+87,091↑ INC
Shay Capital LLCCIK 0001723643
180,000$210.60K–no_change
UBS Group AGCIK 0001610520
149,279$174.66K+104,562↑ INC
Green Alpha Advisors, LLCCIK 0001439207
114,580$134.06K-4,103↓ DEC
Pathstone Holdings, LLCCIK 0002011612
87,448$102.31K-1,534↓ DEC
VANGUARD FIDUCIARY TRUST COCIK 0000933478
69,402$81.20K+69,402NEW
FMR LLCCIK 0000315066
52,489$61.41K+3↑ INC
BlackRock, Inc.CIK 0002012383
50,370$58.93K–no_change
STATE STREET CORPCIK 0000093751
46,975$54.96K–no_change
NORTHERN TRUST CORPCIK 0000073124
31,339$36.67K+20,751↑ INC
JPMORGAN CHASE & COCIK 0000019617
31,536$35.01K-42,723↓ DEC
BRIDGEWAY CAPITAL MANAGEMENT, LLCCIK 0001107261
20,000$23.40K+10,000↑ INC
TWO SIGMA SECURITIES, LLCCIK 0001450144
16,592$19.41K+16,592NEW
PRIMORIS WEALTH ADVISORS, LLCCIK 0001909619
16,500$19.30K+6,500↑ INC
Resurgent Financial Advisors LLCCIK 0001912339
15,606$18.26K+15,606NEW
LPL Financial LLCCIK 0001403438
14,429$16.88K+192↑ INC
OSAIC HOLDINGS, INC.CIK 0001677044
6,239$7.30K+133↑ INC
MORGAN STANLEYCIK 0000895421
4,588$5.37K+2,501↑ INC
Golden State Wealth Management, LLCCIK 0001776033
2,707$3.17K–no_change
Rockefeller Capital Management L.P.CIK 0001739439
2,024$2.37K+2,024NEW

Top Adds (Buyers)

FilerΔ SharesValue
HEIGHTS CAPITAL MANAGEMENT, INCNEW
+963,495$1.13M
VANGUARD CAPITAL MANAGEMENT LLCNEW
+634,720$742.62K
UBS Group AG↑ INC
+104,562$174.66K
GEODE CAPITAL MANAGEMENT, LLC↑ INC
+87,091$261.58K
GSA CAPITAL PARTNERS LLP↑ INC
+70,854$170.00
VANGUARD FIDUCIARY TRUST CONEW
+69,402$81.20K
NORTHERN TRUST CORP↑ INC
+20,751$36.67K
Virtu Financial LLCNEW
+18,679$22.00
TWO SIGMA SECURITIES, LLCNEW
+16,592$19.41K
Resurgent Financial Advisors LLCNEW
+15,606$18.26K

Top Trims (Sellers)

FilerΔ SharesValue
JPMORGAN CHASE & CO↓ DEC
-42,723$35.01K
Arosa Capital Management LP↓ DEC
-40,000$1.06M
Green Alpha Advisors, LLC↓ DEC
-4,103$134.06K
CWM, LLC↓ DEC
-2,666$7.00
Pathstone Holdings, LLC↓ DEC
-1,534$102.31K
SBI Securities Co., Ltd.↓ DEC
-191$445.00
WELLS FARGO & COMPANY/MN↓ DEC
-9$42.00