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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

Institutions15.4%
Insiders5.2%
Institutions Count54
Institutions 15.4%Insiders 5.2%Float (Other) 79.4%
13F Filers (top 25)25Quarter 2026-03-31
Top-25 Reported Value$10.77MSum of shown holders' market value
Net Position Change10 adds · 10 trimsLargest movers this quarter

Top Holders by Value

25 shown
FilerSharesMarket ValueΔ SharesChange
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119
309,637$2.59M+309,637NEW
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717
101,736$849.88K+11,307↑ INC
MARSHALL WACE, LLPCIK 0001318757
93,315$779.18K+79,058↑ INC
ARS Investment Partners, LLCCIK 0000733020
78,282$653.65K-1,214↓ DEC
BlackRock, Inc.CIK 0002012383
70,416$587.97K+3,561↑ INC
DIMENSIONAL FUND ADVISORS LPCIK 0000354204
63,540$530.56K–no_change
Stratos Wealth Partners, LTD.CIK 0001612865
62,763$524.07K-17,700↓ DEC
COMMONWEALTH EQUITY SERVICES, LLCCIK 0000312272
54,834$457.86K–no_change
MORGAN STANLEYCIK 0000895421
51,614$430.98K+30,814↑ INC
VANGUARD FIDUCIARY TRUST COCIK 0000933478
49,148$410.39K+49,148NEW
LPL Financial LLCCIK 0001403438
48,250$402.89K+28,514↑ INC
AMERIPRISE FINANCIAL INCCIK 0000820027
47,138$393.60K-50,074↓ DEC
Kingsview Wealth Management, LLCCIK 0001791965
40,045$334.38K+40,045NEW
UBS Group AGCIK 0001610520
39,045$326.03K-1,997↓ DEC
STATE STREET CORPCIK 0000093751
36,902$308.13K+1,300↑ INC
CWM, LLCCIK 0001535847
25,255$210.88K–no_change
EVERGREEN CAPITAL MANAGEMENT LLCCIK 0001260824
18,912$157.92K–no_change
NORTHERN TRUST CORPCIK 0000073124
17,068$142.52K+225↑ INC
JANE STREET GROUP, LLCCIK 0001595888
14,470$120.82K-17,720↓ DEC
RBF Capital, LLCCIK 0001134621
12,238$102.19K–no_change
Arkadios Wealth AdvisorsCIK 0001800798
11,730$97.95K-360↓ DEC
TWO SIGMA INVESTMENTS, LPCIK 0001179392
11,534$96.31K-4,200↓ DEC
OSAIC HOLDINGS, INC.CIK 0001677044
11,006$91.90K+6,682↑ INC
CITADEL ADVISORS LLCCIK 0001423053
10,653$88.95K-31,314↓ DEC
Cetera Investment AdvisersCIK 0001666741
10,421$87.02K+10,421NEW

Top Adds (Buyers)

FilerΔ SharesValue
VANGUARD CAPITAL MANAGEMENT LLCNEW
+309,637$2.59M
MARSHALL WACE, LLP↑ INC
+79,058$779.18K
VANGUARD FIDUCIARY TRUST CONEW
+49,148$410.39K
Kingsview Wealth Management, LLCNEW
+40,045$334.38K
MORGAN STANLEY↑ INC
+30,814$430.98K
LPL Financial LLC↑ INC
+28,514$402.89K
GEODE CAPITAL MANAGEMENT, LLC↑ INC
+11,307$849.88K
Cetera Investment AdvisersNEW
+10,421$87.02K
HUB Investment Partners, LLCNEW
+10,000$83.50K
OSAIC HOLDINGS, INC.↑ INC
+6,682$91.90K

Top Trims (Sellers)

FilerΔ SharesValue
AMERIPRISE FINANCIAL INC↓ DEC
-50,074$393.60K
CITADEL ADVISORS LLC↓ DEC
-31,314$88.95K
Cambridge Investment Research Advisors, Inc.↓ DEC
-19,731$481.00
JANE STREET GROUP, LLC↓ DEC
-17,720$120.82K
Stratos Wealth Partners, LTD.↓ DEC
-17,700$524.07K
TWO SIGMA INVESTMENTS, LP↓ DEC
-4,200$96.31K
UBS Group AG↓ DEC
-1,997$326.03K
HAZLETT, BURT & WATSON, INC.↓ DEC
-1,450$12.00
ARS Investment Partners, LLC↓ DEC
-1,214$653.65K
Aventura Private Wealth, LLC↓ DEC
-468$3.12K