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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

Institutions33.8%
Insiders173.2%
Institutions Count23
Institutions 33.8%Insiders 173.2%Float (Other) 0.0%
13F Filers (top 25)23Quarter 2026-03-31
Top-25 Reported Value$11.33MSum of shown holders' market value
Net Position Change6 adds · 5 trimsLargest movers this quarter

Top Holders by Value

23 shown
FilerSharesMarket ValueΔ SharesChange
IRIDIAN ASSET MANAGEMENT LLC/CTCIK 0001033427
897,117$6.33M-22,883↓ DEC
CANTOR FITZGERALD, L. P.CIK 0001024896
153,116$1.08M-10,207↓ DEC
CIBC Bancorp USA Inc.CIK 0001711924
135,361$955.65K+76,890↑ INC
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119
107,718$760.49K+107,718NEW
Venturi Wealth Management, LLCCIK 0001666363
55,174$389.53K–no_change
OCO Capital Partners, L.P.CIK 0001764525
50,000$353.00K–no_change
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717
48,266$340.90K+3,596↑ INC
BlackRock, Inc.CIK 0002012383
32,550$229.80K-13,699↓ DEC
GOLDMAN SACHS GROUP INCCIK 0000886982
31,356$221.37K+15,501↑ INC
STATE STREET CORPCIK 0000093751
20,979$148.11K–no_change
VANGUARD FIDUCIARY TRUST COCIK 0000933478
20,709$146.21K+20,709NEW
RENAISSANCE TECHNOLOGIES LLCCIK 0001037389
16,997$120.00K-400↓ DEC
BRIDGEWAY CAPITAL MANAGEMENT, LLCCIK 0001107261
12,616$89.07K–no_change
NORTHERN TRUST CORPCIK 0000073124
11,061$78.09K–no_change
Aptus Capital Advisors, LLCCIK 0001664193
10,122$71.46K–no_change
Blue Owl Capital Holdings LPCIK 0001858703
5,421$5.74K–no_change
Vanguard Global Advisers, LLCCIK 0001811242
783$5.53K+783NEW
UBS Group AGCIK 0001610520
276$1.95K-438↓ DEC
JONES FINANCIAL COMPANIES LLLPCIK 0000815917
200$1.42K–no_change
OSAIC HOLDINGS, INC.CIK 0001677044
97$684.00–no_change
MORGAN STANLEYCIK 0000895421
87$614.00–no_change
GROUP ONE TRADING LLCCIK 0000932540
25$176.00–no_change
Winch Advisory Services, LLCCIK 0001585822
1$7.00–no_change

Top Adds (Buyers)

FilerΔ SharesValue
VANGUARD CAPITAL MANAGEMENT LLCNEW
+107,718$760.49K
CIBC Bancorp USA Inc.↑ INC
+76,890$955.65K
VANGUARD FIDUCIARY TRUST CONEW
+20,709$146.21K
GOLDMAN SACHS GROUP INC↑ INC
+15,501$221.37K
GEODE CAPITAL MANAGEMENT, LLC↑ INC
+3,596$340.90K
Vanguard Global Advisers, LLCNEW
+783$5.53K

Top Trims (Sellers)

FilerΔ SharesValue
IRIDIAN ASSET MANAGEMENT LLC/CT↓ DEC
-22,883$6.33M
BlackRock, Inc.↓ DEC
-13,699$229.80K
CANTOR FITZGERALD, L. P.↓ DEC
-10,207$1.08M
UBS Group AG↓ DEC
-438$1.95K
RENAISSANCE TECHNOLOGIES LLC↓ DEC
-400$120.00K