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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

Institutions8.7%
Insiders0.1%
Institutions Count11
Institutions 8.7%Insiders 0.1%Float (Other) 91.1%
13F Filers (top 25)11Quarter 2026-03-31
Top-25 Reported Value$2.86MSum of shown holders' market value
Net Position Change4 adds · 3 trimsLargest movers this quarter

Top Holders by Value

11 shown
FilerSharesMarket ValueΔ SharesChange
Fosun International LtdCIK 0001447884
405,199$2.83M–no_change
MORGAN STANLEYCIK 0000895421
1,000$6.99K-2,490↓ DEC
Larson Financial Group LLCCIK 0001731061
911$6.37K–no_change
JONES FINANCIAL COMPANIES LLLPCIK 0000815917
557$3.90K-266↓ DEC
SBI Securities Co., Ltd.CIK 0001851815
472$3.30K+5↑ INC
BNP PARIBAS FINANCIAL MARKETSCIK 0001166588
300$2.10K+100↑ INC
RHUMBLINE ADVISERSCIK 0001115418
150$976.00–no_change
UBS Group AGCIK 0001610520
37$259.00+36↑ INC
TD Waterhouse Canada Inc.CIK 0001999606
10$68.00+10NEW
CITIGROUP INCCIK 0000831001
1$7.00-401↓ DEC
Farmers & Merchants Trust Co of Chambersburg PACIK 0001697375
200$1.00–no_change

Top Adds (Buyers)

FilerΔ SharesValue
BNP PARIBAS FINANCIAL MARKETS↑ INC
+100$2.10K
UBS Group AG↑ INC
+36$259.00
TD Waterhouse Canada Inc.NEW
+10$68.00
SBI Securities Co., Ltd.↑ INC
+5$3.30K

Top Trims (Sellers)

FilerΔ SharesValue
MORGAN STANLEY↓ DEC
-2,490$6.99K
CITIGROUP INC↓ DEC
-401$7.00
JONES FINANCIAL COMPANIES LLLP↓ DEC
-266$3.90K