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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

Institutions6.1%
Insiders0.5%
Institutions Count6
Institutions 6.1%Insiders 0.5%Float (Other) 93.4%
13F Filers (top 25)6Quarter 2026-03-31
Top-25 Reported Value$41.28KSum of shown holders' market value
Net Position Change4 adds · 1 trimsLargest movers this quarter

Top Holders by Value

6 shown
FilerSharesMarket ValueΔ SharesChange
SmartHarvest Portfolios, LLCCIK 0002066604
32,448$28.56K+32,448NEW
Independent Advisor AllianceCIK 0001696899
13,175$11.60K+13,175NEW
UBS Group AGCIK 0001610520
1,278$1.13K+89↑ INC
GAMMA Investing LLCCIK 0002010235
5$4.00-41↓ DEC
MORGAN STANLEYCIK 0000895421
1$1.00–no_change
Caitong International Asset Management Co., LtdCIK 0001963355
1$1.00+1NEW

Top Adds (Buyers)

FilerΔ SharesValue
SmartHarvest Portfolios, LLCNEW
+32,448$28.56K
Independent Advisor AllianceNEW
+13,175$11.60K
UBS Group AG↑ INC
+89$1.13K
Caitong International Asset Management Co., LtdNEW
+1$1.00

Top Trims (Sellers)

FilerΔ SharesValue
GAMMA Investing LLC↓ DEC
-41$4.00