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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

Institutions8.8%
Insiders94.5%
Institutions Count29
Institutions 8.8%Insiders 94.5%Float (Other) 0.0%
13F Filers (top 25)25Quarter 2026-03-31
Top-25 Reported Value$4.55MSum of shown holders' market value
Net Position Change10 adds · 5 trimsLargest movers this quarter

Top Holders by Value

25 shown
FilerSharesMarket ValueΔ SharesChange
MORGAN STANLEYCIK 0000895421
237,986$821.05K+237,567↑ INC
Redwood Wealth Management Group, LLCCIK 0001963839
183,273$632.29K+3,690↑ INC
JANE STREET GROUP, LLCCIK 0001595888
128,280$442.57K-10,141↓ DEC
RENAISSANCE TECHNOLOGIES LLCCIK 0001037389
115,641$398.96K-70,459↓ DEC
CITADEL ADVISORS LLCCIK 0001423053
112,906$389.53K+95,881↑ INC
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119
84,409$291.21K+84,409NEW
BlackRock, Inc.CIK 0002012383
81,108$279.82K+3,000↑ INC
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717
77,080$265.98K+16,886↑ INC
OPPENHEIMER & CO INCCIK 0000822581
64,268$221.72K+64,268NEW
INVESTMENT HOUSE LLCCIK 0001566030
51,875$178.97K+5,200↑ INC
UBS Group AGCIK 0001610520
48,790$168.33K-40,674↓ DEC
VANGUARD FIDUCIARY TRUST COCIK 0000933478
28,148$97.11K+28,148NEW
STATE STREET CORPCIK 0000093751
25,857$89.21K–no_change
XTX Topco LtdCIK 0001828301
25,575$88.23K+14,277↑ INC
NORTHERN TRUST CORPCIK 0000073124
18,731$64.62K–no_change
NATIONS FINANCIAL GROUP INC, /IA/ /ADVCIK 0001109767
11,125$38.38K–no_change
Sanctuary Advisors, LLCCIK 0001777271
10,800$37.26K–no_change
STIFEL FINANCIAL CORPCIK 0000720672
10,395$35.86K+10,395NEW
SBI Securities Co., Ltd.CIK 0001851815
1,914$6.60K-111↓ DEC
ABOUND FINANCIAL, LLCCIK 0002024264
890$3.07K–no_change
Farther Finance Advisors, LLCCIK 0001992825
105$343.00–no_change
Vanguard Global Advisers, LLCCIK 0001811242
99$342.00+99NEW
10Elms LLPCIK 0002056650
90$311.00–no_change
BNP PARIBAS FINANCIAL MARKETSCIK 0001166588
54$186.00–no_change
WELLS FARGO & COMPANY/MNCIK 0000072971
30$104.00–no_change

Top Adds (Buyers)

FilerΔ SharesValue
MORGAN STANLEY↑ INC
+237,567$821.05K
CITADEL ADVISORS LLC↑ INC
+95,881$389.53K
VANGUARD CAPITAL MANAGEMENT LLCNEW
+84,409$291.21K
OPPENHEIMER & CO INCNEW
+64,268$221.72K
VANGUARD FIDUCIARY TRUST CONEW
+28,148$97.11K
GEODE CAPITAL MANAGEMENT, LLC↑ INC
+16,886$265.98K
XTX Topco Ltd↑ INC
+14,277$88.23K
STIFEL FINANCIAL CORPNEW
+10,395$35.86K
INVESTMENT HOUSE LLC↑ INC
+5,200$178.97K
Redwood Wealth Management Group, LLC↑ INC
+3,690$632.29K

Top Trims (Sellers)

FilerΔ SharesValue
RENAISSANCE TECHNOLOGIES LLC↓ DEC
-70,459$398.96K
UBS Group AG↓ DEC
-40,674$168.33K
JANE STREET GROUP, LLC↓ DEC
-10,141$442.57K
ROYAL BANK OF CANADA↓ DEC
-998$0.00
SBI Securities Co., Ltd.↓ DEC
-111$6.60K