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

Institutions14.6%
Insiders12.5%
Institutions Count85
Institutions 14.6%Insiders 12.5%Float (Other) 72.9%
13F Filers (top 25)25Quarter 2026-03-31
Top-25 Reported Value$15.76MSum of shown holders' market value
Net Position Change10 adds · 10 trimsLargest movers this quarter

Top Holders by Value

25 shown
FilerSharesMarket ValueΔ SharesChange
BlackRock, Inc.CIK 0002012383
2,450,256$4.39M+883,892↑ INC
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119
2,074,228$3.71M+2,074,228NEW
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717
986,922$1.77M+324,441↑ INC
AQR CAPITAL MANAGEMENT LLCCIK 0001167557
607,168$1.09M+590,670↑ INC
STATE STREET CORPCIK 0000093751
512,913$918.11K+223,780↑ INC
NORTHERN TRUST CORPCIK 0000073124
298,187$533.75K+106,551↑ INC
VANGUARD FIDUCIARY TRUST COCIK 0000933478
287,133$513.97K+287,133NEW
VANGUARD PORTFOLIO MANAGEMENT LLCCIK 0002100121
253,641$454.02K+253,641NEW
Bank of New York Mellon CorpCIK 0001390777
211,568$378.71K+1,166↑ INC
Apollon Wealth Management, LLCCIK 0001764387
158,010$282.84K+23,717↑ INC
Cetera Investment AdvisersCIK 0001666741
140,244$251.04K+140,244NEW
Suncoast Equity ManagementCIK 0001315059
104,409$186.89K–no_change
CHARLES SCHWAB INVESTMENT MANAGEMENT INCCIK 0000884546
98,937$177.10K+17,017↑ INC
WealthShield Partners, LLCCIK 0001729303
91,530$163.84K+91,530NEW
BANK OF AMERICA CORP /DE/CIK 0000070858
78,142$139.87K+15,135↑ INC
DEUTSCHE BANK AG\CIK 0000948046
71,960$128.81K-7,856↓ DEC
GOLDMAN SACHS GROUP INCCIK 0000886982
70,246$125.74K+31,153↑ INC
UBS Group AGCIK 0001610520
62,066$111.10K+33,935↑ INC
Invst, LLCCIK 0001867587
42,506$76.09K–no_change
CWM, LLCCIK 0001535847
41,764$74.76K+40,648↑ INC
Greenline Wealth Management LLCCIK 0002111541
36,927$66.10K+36,927NEW
Nuveen, LLCCIK 0001871926
33,575$60.10K–no_change
PFG Investments, LLCCIK 0001973224
32,630$58.41K+9,219↑ INC
Creative PlanningCIK 0001540235
30,894$55.30K+7,800↑ INC
SUSQUEHANNA INTERNATIONAL GROUP, LLPCIK 0001446194
30,847$55.22K-2,752↓ DEC

Top Adds (Buyers)

FilerΔ SharesValue
VANGUARD CAPITAL MANAGEMENT LLCNEW
+2,074,228$3.71M
BlackRock, Inc.↑ INC
+883,892$4.39M
AQR CAPITAL MANAGEMENT LLC↑ INC
+590,670$1.09M
GEODE CAPITAL MANAGEMENT, LLC↑ INC
+324,441$1.77M
VANGUARD FIDUCIARY TRUST CONEW
+287,133$513.97K
VANGUARD PORTFOLIO MANAGEMENT LLCNEW
+253,641$454.02K
STATE STREET CORP↑ INC
+223,780$918.11K
Cetera Investment AdvisersNEW
+140,244$251.04K
NORTHERN TRUST CORP↑ INC
+106,551$533.75K
WealthShield Partners, LLCNEW
+91,530$163.84K

Top Trims (Sellers)

FilerΔ SharesValue
MORGAN STANLEY↓ DEC
-152,364$42.66K
BARCLAYS PLC↓ DEC
-43,374$16.54K
WELLS FARGO & COMPANY/MN↓ DEC
-20,764$31.23K
Cyndeo Wealth Partners, LLC↓ DEC
-20,436$19.02K
DEUTSCHE BANK AG\↓ DEC
-7,856$128.81K
XTX Topco Ltd↓ DEC
-6,280$20.61K
RHUMBLINE ADVISERS↓ DEC
-2,868$37.10K
SUSQUEHANNA INTERNATIONAL GROUP, LLP↓ DEC
-2,752$55.22K
Accent Capital Management, LLC↓ DEC
-1,500$3.58K
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM↓ DEC
-1,483$985.00