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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

Institutions3.4%
Insiders0.9%
Institutions Count16
Institutions 3.4%Insiders 0.9%Float (Other) 95.7%
13F Filers (top 25)16Quarter 2026-03-31
Top-25 Reported Value$1.17MSum of shown holders' market value
Net Position Change7 adds · 4 trimsLargest movers this quarter

Top Holders by Value

16 shown
FilerSharesMarket ValueΔ SharesChange
TI-TRUST, INCCIK 0001802284
84,991$365.46K-2,697↓ DEC
DIMENSIONAL FUND ADVISORS LPCIK 0000354204
80,620$346.67K–no_change
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119
55,109$236.97K+55,109NEW
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717
16,666$71.69K-4,889↓ DEC
VANGUARD FIDUCIARY TRUST COCIK 0000933478
16,612$71.43K+16,612NEW
Kentucky Trust CoCIK 0002054100
10,993$47.27K+6,883↑ INC
MORGAN STANLEYCIK 0000895421
3,242$13.94K–no_change
OSAIC HOLDINGS, INC.CIK 0001677044
2,446$10.52K+609↑ INC
Tower Research Capital LLC (TRC)CIK 0001533421
1,010$4.34K-1,999↓ DEC
DELTA ASSET MANAGEMENT LLC/TNCIK 0000860857
603$2.59K–no_change
Glen Eagle Advisors, LLCCIK 0002029317
225$968.00–no_change
UBS Group AGCIK 0001610520
158$679.00+156↑ INC
Russell Investments Group, Ltd.CIK 0001692234
6$26.00+6NEW
SBI Securities Co., Ltd.CIK 0001851815
3$13.00–no_change
WELLS FARGO & COMPANY/MNCIK 0000072971
0$2.00–sold_all
ROYAL BANK OF CANADACIK 0001000275
15$0.00+3↑ INC

Top Adds (Buyers)

FilerΔ SharesValue
VANGUARD CAPITAL MANAGEMENT LLCNEW
+55,109$236.97K
VANGUARD FIDUCIARY TRUST CONEW
+16,612$71.43K
Kentucky Trust Co↑ INC
+6,883$47.27K
OSAIC HOLDINGS, INC.↑ INC
+609$10.52K
UBS Group AG↑ INC
+156$679.00
Russell Investments Group, Ltd.NEW
+6$26.00
ROYAL BANK OF CANADA↑ INC
+3$0.00

Top Trims (Sellers)

FilerΔ SharesValue
GEODE CAPITAL MANAGEMENT, LLC↓ DEC
-4,889$71.69K
TI-TRUST, INC↓ DEC
-2,697$365.46K
Tower Research Capital LLC (TRC)↓ DEC
-1,999$4.34K
WELLS FARGO & COMPANY/MNsold_all
0$2.00