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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

Institutions1.9%
Insiders24.5%
Institutions Count34
Institutions 1.9%Insiders 24.5%Float (Other) 73.6%
13F Filers (top 25)25Quarter 2026-03-31
Top-25 Reported Value$129.80KSum of shown holders' market value
Net Position Change10 adds · 6 trimsLargest movers this quarter

Top Holders by Value

25 shown
FilerSharesMarket ValueΔ SharesChange
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717
187,976$46.79K+114,371↑ INC
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119
91,961$22.90K+91,961NEW
UBS Group AGCIK 0001610520
87,143$21.70K+87,118↑ INC
Savvy Advisors, Inc.CIK 0002003633
46,004$11.45K-2,200↓ DEC
RENAISSANCE TECHNOLOGIES LLCCIK 0001037389
43,300$10.78K+28,200↑ INC
EverSource Wealth Advisors, LLCCIK 0001710537
88$5.14K+87↑ INC
Orion Porfolio Solutions, LLCCIK 0001360533
15,003$3.73K+15,003NEW
XTX Topco LtdCIK 0001828301
12,287$3.06K-53,948↓ DEC
COMMERCE BANKCIK 0001009076
11,371$2.83K+11,371NEW
Tower Research Capital LLC (TRC)CIK 0001533421
4,960$1.24K-17↓ DEC
WELLS FARGO & COMPANY/MNCIK 0000072971
204$51.00+1↑ INC
CWM, LLCCIK 0001535847
169$42.00–no_change
CITIGROUP INCCIK 0000831001
133$33.00-4,818↓ DEC
Farther Finance Advisors, LLCCIK 0001992825
55$14.00+37↑ INC
Scarborough Advisors, LLCCIK 0001815355
52$13.00–no_change
Hickory Point Bank & TrustCIK 0002039144
37$9.00+37NEW
HARBOUR INVESTMENTS, INC.CIK 0000810121
32$8.00–no_change
FMR LLCCIK 0000315066
28$7.00+19↑ INC
Allworth Financial LPCIK 0001555170
19$5.00–no_change
OSAIC HOLDINGS, INC.CIK 0001677044
17$3.00-3↓ DEC
MORGAN STANLEYCIK 0000895421
6$2.00–no_change
JONES FINANCIAL COMPANIES LLLPCIK 0000815917
7$2.00-42↓ DEC
MAI Capital ManagementCIK 0001040197
5$2.00+5NEW
Cornerstone Planning Group LLCCIK 0001822587
4$2.00–no_change
Truvestments Capital LLCCIK 0001750405
6$1.00–no_change

Top Adds (Buyers)

FilerΔ SharesValue
GEODE CAPITAL MANAGEMENT, LLC↑ INC
+114,371$46.79K
VANGUARD CAPITAL MANAGEMENT LLCNEW
+91,961$22.90K
UBS Group AG↑ INC
+87,118$21.70K
RENAISSANCE TECHNOLOGIES LLC↑ INC
+28,200$10.78K
Orion Porfolio Solutions, LLCNEW
+15,003$3.73K
COMMERCE BANKNEW
+11,371$2.83K
EverSource Wealth Advisors, LLC↑ INC
+87$5.14K
Farther Finance Advisors, LLC↑ INC
+37$14.00
Hickory Point Bank & TrustNEW
+37$9.00
FMR LLC↑ INC
+19$7.00

Top Trims (Sellers)

FilerΔ SharesValue
XTX Topco Ltd↓ DEC
-53,948$3.06K
CITIGROUP INC↓ DEC
-4,818$33.00
Savvy Advisors, Inc.↓ DEC
-2,200$11.45K
JONES FINANCIAL COMPANIES LLLP↓ DEC
-42$2.00
Tower Research Capital LLC (TRC)↓ DEC
-17$1.24K
OSAIC HOLDINGS, INC.↓ DEC
-3$3.00