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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

Institutions34.4%
Insiders8.4%
Institutions Count20
Institutions 34.4%Insiders 8.4%Float (Other) 57.2%
13F Filers (top 25)20Quarter 2026-03-31
Top-25 Reported Value$5.67MSum of shown holders' market value
Net Position Change10 adds · 3 trimsLargest movers this quarter

Top Holders by Value

20 shown
FilerSharesMarket ValueΔ SharesChange
CALDWELL SUTTER CAPITAL, INC.CIK 0000702007
498,792$1.31M+37,000↑ INC
DIMENSIONAL FUND ADVISORS LPCIK 0000354204
354,739$932.96K-29,758↓ DEC
Mink Brook Asset Management LLCCIK 0002052205
293,709$772.46K–no_change
RENAISSANCE TECHNOLOGIES LLCCIK 0001037389
291,356$766.27K-11,400↓ DEC
MORGAN STANLEYCIK 0000895421
268,250$705.50K+31,000↑ INC
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119
210,880$554.61K+210,880NEW
BRIDGEWAY CAPITAL MANAGEMENT, LLCCIK 0001107261
75,316$198.08K+864↑ INC
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717
52,405$137.86K+9,885↑ INC
CITADEL ADVISORS LLCCIK 0001423053
43,708$114.95K+29,081↑ INC
VANGUARD FIDUCIARY TRUST COCIK 0000933478
27,095$71.26K+27,095NEW
Integrated Wealth Concepts LLCCIK 0001737109
12,000$31.56K–no_change
STATE STREET CORPCIK 0000093751
11,663$30.67K–no_change
JAMES INVESTMENT RESEARCH, INC.CIK 0000810384
10,022$26.36K–no_change
Vanguard Global Advisers, LLCCIK 0001811242
2,819$7.41K+2,819NEW
CITIGROUP INCCIK 0000831001
1,991$5.24K+1,990↑ INC
Tower Research Capital LLC (TRC)CIK 0001533421
1,110$2.92K+29↑ INC
GILL CAPITAL PARTNERS, LLCCIK 0000729563
7$18.00+7NEW
SBI Securities Co., Ltd.CIK 0001851815
5$13.00–no_change
HUNTINGTON NATIONAL BANKCIK 0000049205
1$3.00–no_change
ROYAL BANK OF CANADACIK 0001000275
31$0.00-65↓ DEC

Top Adds (Buyers)

FilerΔ SharesValue
VANGUARD CAPITAL MANAGEMENT LLCNEW
+210,880$554.61K
CALDWELL SUTTER CAPITAL, INC.↑ INC
+37,000$1.31M
MORGAN STANLEY↑ INC
+31,000$705.50K
CITADEL ADVISORS LLC↑ INC
+29,081$114.95K
VANGUARD FIDUCIARY TRUST CONEW
+27,095$71.26K
GEODE CAPITAL MANAGEMENT, LLC↑ INC
+9,885$137.86K
Vanguard Global Advisers, LLCNEW
+2,819$7.41K
CITIGROUP INC↑ INC
+1,990$5.24K
BRIDGEWAY CAPITAL MANAGEMENT, LLC↑ INC
+864$198.08K
Tower Research Capital LLC (TRC)↑ INC
+29$2.92K

Top Trims (Sellers)

FilerΔ SharesValue
DIMENSIONAL FUND ADVISORS LP↓ DEC
-29,758$932.96K
RENAISSANCE TECHNOLOGIES LLC↓ DEC
-11,400$766.27K
ROYAL BANK OF CANADA↓ DEC
-65$0.00