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

Institutions34.6%
Insiders7.2%
Institutions Count29
Institutions 34.6%Insiders 7.2%Float (Other) 58.3%
13F Filers (top 25)25Quarter 2026-03-31
Top-25 Reported Value$11.88MSum of shown holders' market value
Net Position Change10 adds · 5 trimsLargest movers this quarter

Top Holders by Value

25 shown
FilerSharesMarket ValueΔ SharesChange
AWM Investment Company, Inc.CIK 0001535264
1,196,849$3.39M+410,755↑ INC
AIGH Capital Management LLCCIK 0001835943
1,181,696$3.34M+689,707↑ INC
Alyeska Investment Group, L.P.CIK 0001453072
385,571$1.09M+385,571NEW
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119
314,438$889.86K+314,438NEW
Bleichroeder LPCIK 0001781002
300,000$849.00K+167,000↑ INC
GOLDMAN SACHS GROUP INCCIK 0000886982
237,249$671.41K+237,249NEW
BlackRock, Inc.CIK 0002012383
121,527$343.92K+1,188↑ INC
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717
99,245$280.91K+16,621↑ INC
STIFEL FINANCIAL CORPCIK 0000720672
81,452$230.51K+57,554↑ INC
Cable Car Capital, LPCIK 0001699575
50,000$141.50K–no_change
VANGUARD FIDUCIARY TRUST COCIK 0000933478
42,513$120.31K+42,513NEW
NORTHERN TRUST CORPCIK 0000073124
26,698$75.56K+13,237↑ INC
JANE STREET GROUP, LLCCIK 0001595888
24,055$68.08K+13,232↑ INC
UBS Group AGCIK 0001610520
22,409$63.42K-237↓ DEC
STATE STREET CORPCIK 0000093751
21,847$61.83K–no_change
MORGAN STANLEYCIK 0000895421
21,060$59.60K+21,000↑ INC
BAILARD, INC.CIK 0000750641
20,365$57.63K–no_change
Resurgent Financial Advisors LLCCIK 0001912339
20,040$56.71K+20,040NEW
AlphaCore Capital LLCCIK 0001713662
14,234$40.28K-4,253↓ DEC
SUSQUEHANNA INTERNATIONAL GROUP, LLPCIK 0001446194
11,764$33.29K-2,905↓ DEC
Vanguard Global Advisers, LLCCIK 0001811242
2,138$6.05K+2,138NEW
Westside Investment Management, Inc.CIK 0001538383
386$1.09K-614↓ DEC
ROYAL BANK OF CANADACIK 0001000275
500$1.00K–no_change
JONES FINANCIAL COMPANIES LLLPCIK 0000815917
307$884.00–no_change
WELLS FARGO & COMPANY/MNCIK 0000072971
300$849.00–no_change

Top Adds (Buyers)

FilerΔ SharesValue
AIGH Capital Management LLC↑ INC
+689,707$3.34M
AWM Investment Company, Inc.↑ INC
+410,755$3.39M
Alyeska Investment Group, L.P.NEW
+385,571$1.09M
VANGUARD CAPITAL MANAGEMENT LLCNEW
+314,438$889.86K
GOLDMAN SACHS GROUP INCNEW
+237,249$671.41K
Bleichroeder LP↑ INC
+167,000$849.00K
STIFEL FINANCIAL CORP↑ INC
+57,554$230.51K
VANGUARD FIDUCIARY TRUST CONEW
+42,513$120.31K
MORGAN STANLEY↑ INC
+21,000$59.60K
Resurgent Financial Advisors LLCNEW
+20,040$56.71K

Top Trims (Sellers)

FilerΔ SharesValue
AlphaCore Capital LLC↓ DEC
-4,253$40.28K
SUSQUEHANNA INTERNATIONAL GROUP, LLP↓ DEC
-2,905$33.29K
Westside Investment Management, Inc.↓ DEC
-614$1.09K
Tower Research Capital LLC (TRC)↓ DEC
-321$611.00
UBS Group AG↓ DEC
-237$63.42K