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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

Institutions3.3%
Insiders53.6%
Institutions Count22
Institutions 3.3%Insiders 53.6%Float (Other) 43.1%
13F Filers (top 25)22Quarter 2026-03-31
Top-25 Reported Value$5.40MSum of shown holders' market value
Net Position Change10 adds · 5 trimsLargest movers this quarter

Top Holders by Value

22 shown
FilerSharesMarket ValueΔ SharesChange
Novo Holdings A/SCIK 0001388325
158,148$2.53M–no_change
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119
82,473$1.32M+82,473NEW
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717
44,832$718.13K+31,301↑ INC
VANGUARD FIDUCIARY TRUST COCIK 0000933478
20,257$324.31K+20,257NEW
BlackRock, Inc.CIK 0002012383
10,722$171.66K-187↓ DEC
STATE STREET CORPCIK 0000093751
10,502$168.14K+10,502NEW
EverSource Wealth Advisors, LLCCIK 0001710537
291$63.29K+287↑ INC
SBI Securities Co., Ltd.CIK 0001851815
2,984$47.77K–no_change
JPMORGAN CHASE & COCIK 0000019617
1,172$19.41K+1,172NEW
UBS Group AGCIK 0001610520
1,065$17.05K-294↓ DEC
Tower Research Capital LLC (TRC)CIK 0001533421
351$5.62K+316↑ INC
Vanguard Global Advisers, LLCCIK 0001811242
308$4.93K+308NEW
CITIGROUP INCCIK 0000831001
210$3.36K+70↑ INC
JONES FINANCIAL COMPANIES LLLPCIK 0000815917
76$1.34K+14↑ INC
GROUP ONE TRADING LLCCIK 0000932540
65$1.04K–no_change
ROYAL BANK OF CANADACIK 0001000275
76$1.00K–no_change
Farther Finance Advisors, LLCCIK 0001992825
35$512.00–no_change
BNP PARIBAS FINANCIAL MARKETSCIK 0001166588
22$352.00–no_change
Root Financial Partners, LLCCIK 0001977181
3$48.00–no_change
MORGAN STANLEYCIK 0000895421
3$48.00-1↓ DEC
CWM, LLCCIK 0001535847
1$16.00-7↓ DEC
TD Waterhouse Canada Inc.CIK 0001999606
1$15.00-7↓ DEC

Top Adds (Buyers)

FilerΔ SharesValue
VANGUARD CAPITAL MANAGEMENT LLCNEW
+82,473$1.32M
GEODE CAPITAL MANAGEMENT, LLC↑ INC
+31,301$718.13K
VANGUARD FIDUCIARY TRUST CONEW
+20,257$324.31K
STATE STREET CORPNEW
+10,502$168.14K
JPMORGAN CHASE & CONEW
+1,172$19.41K
Tower Research Capital LLC (TRC)↑ INC
+316$5.62K
Vanguard Global Advisers, LLCNEW
+308$4.93K
EverSource Wealth Advisors, LLC↑ INC
+287$63.29K
CITIGROUP INC↑ INC
+70$3.36K
JONES FINANCIAL COMPANIES LLLP↑ INC
+14$1.34K

Top Trims (Sellers)

FilerΔ SharesValue
UBS Group AG↓ DEC
-294$17.05K
BlackRock, Inc.↓ DEC
-187$171.66K
CWM, LLC↓ DEC
-7$16.00
TD Waterhouse Canada Inc.↓ DEC
-7$15.00
MORGAN STANLEY↓ DEC
-1$48.00