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 2026-03-31.

Ownership

Institutions4.8%
Insiders0.8%
Institutions Count57
Institutions 4.8%Insiders 0.8%Float (Other) 94.4%
13F Filers (top 25)25Quarter 2026-03-31
Top-25 Reported Value$12.55MSum of shown holders' market value
Net Position Change10 adds · 10 trimsLargest movers this quarter

Top Holders by Value

25 shown
FilerSharesMarket ValueΔ SharesChange
Green Alpha Advisors, LLCCIK 0001439207
590,141$2.48M+31,197↑ INC
Eagle Point Credit Management LLCCIK 0001607203
366,194$1.54M-3,602↓ DEC
Legal & General Group PlcCIK 0000764068
328,655$1.39M+21,751↑ INC
Connecticut Wealth Management, LLCCIK 0001689829
213,811$900.14K+969↑ INC
BlackRock, Inc.CIK 0002012383
179,487$755.64K-108,460↓ DEC
MARSHALL WACE, LLPCIK 0001318757
171,778$723.19K-110,511↓ DEC
TWO SIGMA INVESTMENTS, LPCIK 0001179392
150,179$632.25K-369,074↓ DEC
UBS Group AGCIK 0001610520
144,136$606.81K+104,156↑ INC
Virtus Investment Advisers, LLCCIK 0000019481
143,968$606.11K-23,556↓ DEC
MILLENNIUM MANAGEMENT LLCCIK 0001273087
75,968$319.82K+64,417↑ INC
First Financial Bank - Trust DivisionCIK 0001315339
65,573$276.06K–no_change
IMC-Chicago, LLCCIK 0001452861
61,795$260.16K+26,877↑ INC
BANK OF AMERICA CORP /DE/CIK 0000070858
60,953$256.61K-3,019↓ DEC
Pathstone Holdings, LLCCIK 0002011612
51,797$221.13K+2,160↑ INC
MORGAN STANLEYCIK 0000895421
47,437$199.71K-29,428↓ DEC
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLCCIK 0001818604
44,284$184.66K-9,296↓ DEC
Regal Investment Advisors LLCCIK 0001559789
43,553$183.36K-5,506↓ DEC
CITADEL ADVISORS LLCCIK 0001423053
38,900$163.77K-10,600↓ DEC
JACKSON THORNTON WEALTH MANAGEMENT, LLCCIK 0001903880
33,018$149.24K-1,146↓ DEC
AQR CAPITAL MANAGEMENT LLCCIK 0001167557
33,018$139.01K-1,146↓ DEC
OSAIC HOLDINGS, INC.CIK 0001677044
30,713$129.30K-2,545↓ DEC
WELLS FARGO & COMPANY/MNCIK 0000072971
27,684$116.55K-2,308↓ DEC
OXFORD ASSET MANAGEMENT LLPCIK 0001438284
27,465$115.63K+6,966↑ INC
LPL Financial LLCCIK 0001403438
26,187$110.25K-11,083↓ DEC
ROYAL BANK OF CANADACIK 0001000275
20,411$86.00K+121↑ INC

Top Adds (Buyers)

FilerΔ SharesValue
UBS Group AG↑ INC
+104,156$606.81K
MILLENNIUM MANAGEMENT LLC↑ INC
+64,417$319.82K
Green Alpha Advisors, LLC↑ INC
+31,197$2.48M
IMC-Chicago, LLC↑ INC
+26,877$260.16K
Legal & General Group Plc↑ INC
+21,751$1.39M
Tower Research Capital LLC (TRC)↑ INC
+12,044$56.98K
Sanctuary Advisors, LLCNEW
+11,855$49.91K
Atria Investments, IncNEW
+11,855$49.91K
Patriot Financial Group Insurance Agency, LLC↑ INC
+8,462$52.42K
OXFORD ASSET MANAGEMENT LLP↑ INC
+6,966$115.63K

Top Trims (Sellers)

FilerΔ SharesValue
TWO SIGMA INVESTMENTS, LP↓ DEC
-369,074$632.25K
MARSHALL WACE, LLP↓ DEC
-110,511$723.19K
BlackRock, Inc.↓ DEC
-108,460$755.64K
JANE STREET GROUP, LLC↓ DEC
-74,990$74.52K
Quantbot Technologies LP↓ DEC
-42,841$79.03K
MORGAN STANLEY↓ DEC
-29,428$199.71K
Virtus Investment Advisers, LLC↓ DEC
-23,556$606.11K
LPL Financial LLC↓ DEC
-11,083$110.25K
CITADEL ADVISORS LLC↓ DEC
-10,600$163.77K
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC↓ DEC
-9,296$184.66K