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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

Institutions4.6%
Insiders4.8%
Institutions Count32
Institutions 4.6%Insiders 4.8%Float (Other) 90.6%
13F Filers (top 25)25Quarter 2026-03-31
Top-25 Reported Value$4.94MSum of shown holders' market value
Net Position Change10 adds · 0 trimsLargest movers this quarter

Top Holders by Value

25 shown
FilerSharesMarket ValueΔ SharesChange
LPL Financial LLCCIK 0001403438
247,970$1.52M+124,465↑ INC
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119
109,235$668.52K+109,235NEW
RAYMOND JAMES FINANCIAL INCCIK 0000720005
97,204$594.89K+48,602↑ INC
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717
54,033$330.86K+41,599↑ INC
UBS Group AGCIK 0001610520
42,001$257.05K+40,675↑ INC
683 Capital Management, LLCCIK 0001404574
38,000$232.56K+11,404↑ INC
WELLS FARGO & COMPANY/MNCIK 0000072971
30,090$184.15K+30,090NEW
VANGUARD FIDUCIARY TRUST COCIK 0000933478
29,558$180.90K+29,558NEW
MILLENNIUM MANAGEMENT LLCCIK 0001273087
21,786$133.33K+21,786NEW
ROYAL BANK OF CANADACIK 0001000275
19,600$120.00K+19,143↑ INC
Herold Advisors, Inc.CIK 0001891713
15,000$91.80K+15,000NEW
STATE STREET CORPCIK 0000093751
13,700$83.84K+13,700NEW
Private Advisor Group, LLCCIK 0001567755
12,500$76.50K+12,500NEW
49 WEALTH MANAGEMENT, LLCCIK 0002022291
11,314$69.24K+11,314NEW
Steward Partners Investment Advisory, LLCCIK 0001723397
11,310$69.22K+7,772↑ INC
MORGAN STANLEYCIK 0000895421
11,280$69.03K+11,280NEW
Scientech Research LLCCIK 0002011556
10,259$62.78K+10,259NEW
BlackRock, Inc.CIK 0002012383
10,249$62.72K+7,307↑ INC
SMITH, MOORE & CO.CIK 0000200724
10,000$61.20K+10,000NEW
Tower Research Capital LLC (TRC)CIK 0001533421
5,286$32.35K+5,213↑ INC
BARCLAYS PLCCIK 0000312069
2,782$17.03K+1,154↑ INC
PNC FINANCIAL SERVICES GROUP, INC.CIK 0000713676
1,000$6.12K+1,000NEW
CREATIVE FINANCIAL DESIGNS INC /ADVCIK 0000819864
1,000$6.12K+1,000NEW
MAI Capital ManagementCIK 0001040197
1,000$6.12K+1,000NEW
Indiana Trust & Investment Management CoCIK 0001356407
800$4.90K+800NEW

Top Adds (Buyers)

FilerΔ SharesValue
LPL Financial LLC↑ INC
+124,465$1.52M
VANGUARD CAPITAL MANAGEMENT LLCNEW
+109,235$668.52K
RAYMOND JAMES FINANCIAL INC↑ INC
+48,602$594.89K
GEODE CAPITAL MANAGEMENT, LLC↑ INC
+41,599$330.86K
UBS Group AG↑ INC
+40,675$257.05K
WELLS FARGO & COMPANY/MNNEW
+30,090$184.15K
VANGUARD FIDUCIARY TRUST CONEW
+29,558$180.90K
MILLENNIUM MANAGEMENT LLCNEW
+21,786$133.33K
ROYAL BANK OF CANADA↑ INC
+19,143$120.00K
Herold Advisors, Inc.NEW
+15,000$91.80K

Top Trims (Sellers)

No trims reported this quarter.