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

Institutions18.8%
Insiders0.0%
Institutions Count17
Institutions 18.8%Insiders 0.0%Float (Other) 81.2%
13F Filers (top 25)17Quarter 2026-03-31
Top-25 Reported Value$16.39MSum of shown holders' market value
Net Position Change7 adds · 4 trimsLargest movers this quarter

Top Holders by Value

17 shown
FilerSharesMarket ValueΔ SharesChange
Condire Management, LPCIK 0001847739
3,513,500$8.61M–no_change
Extract Advisors LLCCIK 0001703148
815,206$2.00M+68,206↑ INC
MORGAN STANLEYCIK 0000895421
664,304$1.63M+178,689↑ INC
BANK OF AMERICA CORP /DE/CIK 0000070858
595,122$1.46M-25,915↓ DEC
Federation des caisses Desjardins du QuebecCIK 0002022297
520,412$1.27M+23,137↑ INC
PARAGON ASSOCIATES & PARAGON ASSOCIATES II JOINT VENTURECIK 0001047859
325,000$796.25K+325,000NEW
VILLERE ST DENIS J & CO LLCCIK 0001113629
76,400$187.18K–no_change
MARSHALL WACE, LLPCIK 0001318757
59,857$146.65K-76,737↓ DEC
CIBC WORLD MARKET INC.CIK 0001421224
35,413$89.24K+597↑ INC
DUMAC, INC.CIK 0001584258
43,223$77.94K–no_change
CITADEL ADVISORS LLCCIK 0001423053
26,499$64.92K-19,910↓ DEC
BANK OF MONTREAL /CAN/CIK 0000927971
18,651$46.94K–no_change
NATIONAL BANK OF CANADA /FI/CIK 0000926171
3,725$9.10K+1,861↑ INC
ROYAL BANK OF CANADACIK 0001000275
2,551$6.00K–no_change
UBS Group AGCIK 0001610520
2,135$5.23K+691↑ INC
TD Waterhouse Canada Inc.CIK 0001999606
2$5.00-448↓ DEC
DANSKE BANK A/SCIK 0000800177
1$3.00–no_change

Top Adds (Buyers)

FilerΔ SharesValue
PARAGON ASSOCIATES & PARAGON ASSOCIATES II JOINT VENTURENEW
+325,000$796.25K
MORGAN STANLEY↑ INC
+178,689$1.63M
Extract Advisors LLC↑ INC
+68,206$2.00M
Federation des caisses Desjardins du Quebec↑ INC
+23,137$1.27M
NATIONAL BANK OF CANADA /FI/↑ INC
+1,861$9.10K
UBS Group AG↑ INC
+691$5.23K
CIBC WORLD MARKET INC.↑ INC
+597$89.24K

Top Trims (Sellers)

FilerΔ SharesValue
MARSHALL WACE, LLP↓ DEC
-76,737$146.65K
BANK OF AMERICA CORP /DE/↓ DEC
-25,915$1.46M
CITADEL ADVISORS LLC↓ DEC
-19,910$64.92K
TD Waterhouse Canada Inc.↓ DEC
-448$5.00