Stockfacts
Use CasesDocsPricing
Log inSign up free
OverviewFinancialsTrendsTranscriptsOptionsInstitutionsInsidersCorporate ActionsSEC Filings
Stockfacts

EOD US-equity data for investors and AI agents

Data is end-of-day, not real-time, and not investment advice

Use CasesDashboard

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

Institutions2.8%
Insiders65.3%
Institutions Count22
Institutions 2.8%Insiders 65.3%Float (Other) 31.9%
13F Filers (top 25)22Quarter 2026-03-31
Top-25 Reported Value$739.56KSum of shown holders' market value
Net Position Change6 adds · 2 trimsLargest movers this quarter

Top Holders by Value

22 shown
FilerSharesMarket ValueΔ SharesChange
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119
189,080$219.33K+189,080NEW
FMR LLCCIK 0000315066
118,993$138.03K–no_change
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717
64,240$74.53K+23,156↑ INC
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLCCIK 0001794153
55,705$64.62K-1,000↓ DEC
OUTFITTERS FINANCIAL LLCCIK 0001846505
41,791$48.48K+11,500↑ INC
STATE STREET CORPCIK 0000093751
33,980$39.42K–no_change
PINNACLE ASSOCIATES LTDCIK 0000743127
30,845$35.78K–no_change
BlackRock, Inc.CIK 0002012383
27,510$31.91K–no_change
VANGUARD FIDUCIARY TRUST COCIK 0000933478
19,664$22.81K+19,664NEW
CITADEL ADVISORS LLCCIK 0001423053
18,011$20.89K+18,011NEW
BRIDGEWAY CAPITAL MANAGEMENT, LLCCIK 0001107261
16,538$19.18K–no_change
NORTHERN TRUST CORPCIK 0000073124
14,388$16.69K–no_change
JONES FINANCIAL COMPANIES LLLPCIK 0000815917
4,267$4.65K+4,267NEW
Financially Speaking IncCIK 0002040901
1,000$1.16K–no_change
MAI Capital ManagementCIK 0001040197
461$535.00–no_change
MORGAN STANLEYCIK 0000895421
385$446.00–no_change
BNP PARIBAS FINANCIAL MARKETSCIK 0001166588
264$306.00–no_change
SBI Securities Co., Ltd.CIK 0001851815
257$298.00–no_change
Delos Wealth Advisors, LLCCIK 0001878326
220$256.00–no_change
Allworth Financial LPCIK 0001555170
192$223.00–no_change
JPMORGAN CHASE & COCIK 0000019617
10$11.00-38↓ DEC
OSAIC HOLDINGS, INC.CIK 0001677044
1$1.00–no_change

Top Adds (Buyers)

FilerΔ SharesValue
VANGUARD CAPITAL MANAGEMENT LLCNEW
+189,080$219.33K
GEODE CAPITAL MANAGEMENT, LLC↑ INC
+23,156$74.53K
VANGUARD FIDUCIARY TRUST CONEW
+19,664$22.81K
CITADEL ADVISORS LLCNEW
+18,011$20.89K
OUTFITTERS FINANCIAL LLC↑ INC
+11,500$48.48K
JONES FINANCIAL COMPANIES LLLPNEW
+4,267$4.65K

Top Trims (Sellers)

FilerΔ SharesValue
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC↓ DEC
-1,000$64.62K
JPMORGAN CHASE & CO↓ DEC
-38$11.00