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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

Institutions5.5%
Insiders264.6%
Institutions Count28
Institutions 5.5%Insiders 264.6%Float (Other) 0.0%
13F Filers (top 25)25Quarter 2026-03-31
Top-25 Reported Value$178.17KSum of shown holders' market value
Net Position Change8 adds · 7 trimsLargest movers this quarter

Top Holders by Value

25 shown
FilerSharesMarket ValueΔ SharesChange
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717
65,170$32.59K+9,200↑ INC
CITADEL ADVISORS LLCCIK 0001423053
51,698$25.85K-14,036↓ DEC
BlackRock, Inc.CIK 0002012383
49,650$24.82K–no_change
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119
40,110$20.05K+40,110NEW
Holos Integrated Wealth LLCCIK 0002080096
32,480$16.32K–no_change
RENAISSANCE TECHNOLOGIES LLCCIK 0001037389
28,570$14.29K-400↓ DEC
XTX Topco LtdCIK 0001828301
20,706$10.35K+3,797↑ INC
VANGUARD FIDUCIARY TRUST COCIK 0000933478
18,277$9.14K+18,277NEW
STATE STREET CORPCIK 0000093751
15,322$7.66K–no_change
SUSQUEHANNA INTERNATIONAL GROUP, LLPCIK 0001446194
14,328$7.16K-6,785↓ DEC
Sargent Investment Group, LLCCIK 0001766157
12,720$6.36K–no_change
Tower Research Capital LLC (TRC)CIK 0001533421
2,853$1.43K-8↓ DEC
EverSource Wealth Advisors, LLCCIK 0001710537
85$927.00+25↑ INC
Vanguard Global Advisers, LLCCIK 0001811242
1,338$669.00+1,338NEW
MORGAN STANLEYCIK 0000895421
344$172.00-217↓ DEC
Costello Asset Management, INCCIK 0001760145
200$100.00–no_change
UBS Group AGCIK 0001610520
184$92.00-423↓ DEC
WELLS FARGO & COMPANY/MNCIK 0000072971
102$51.00–no_change
JONES FINANCIAL COMPANIES LLLPCIK 0000815917
60$34.00–no_change
Steward Partners Investment Advisory, LLCCIK 0001723397
61$31.00–no_change
OSAIC HOLDINGS, INC.CIK 0001677044
50$25.00–no_change
VISION FINANCIAL MARKETS LLCCIK 0001378145
40$20.00–no_change
ROTHSCHILD INVESTMENT LLCCIK 0000085338
14$7.00–no_change
SBI Securities Co., Ltd.CIK 0001851815
11$6.00–no_change
FMR LLCCIK 0000315066
7$4.00+2↑ INC

Top Adds (Buyers)

FilerΔ SharesValue
VANGUARD CAPITAL MANAGEMENT LLCNEW
+40,110$20.05K
VANGUARD FIDUCIARY TRUST CONEW
+18,277$9.14K
GEODE CAPITAL MANAGEMENT, LLC↑ INC
+9,200$32.59K
XTX Topco Ltd↑ INC
+3,797$10.35K
Vanguard Global Advisers, LLCNEW
+1,338$669.00
EverSource Wealth Advisors, LLC↑ INC
+25$927.00
Bogart Wealth, LLCNEW
+2$1.00
FMR LLC↑ INC
+2$4.00

Top Trims (Sellers)

FilerΔ SharesValue
CITADEL ADVISORS LLC↓ DEC
-14,036$25.85K
SUSQUEHANNA INTERNATIONAL GROUP, LLP↓ DEC
-6,785$7.16K
UBS Group AG↓ DEC
-423$92.00
Farther Finance Advisors, LLC↓ DEC
-417$3.00
RENAISSANCE TECHNOLOGIES LLC↓ DEC
-400$14.29K
MORGAN STANLEY↓ DEC
-217$172.00
Tower Research Capital LLC (TRC)↓ DEC
-8$1.43K