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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

Institutions9.0%
Insiders3.0%
Institutions Count29
Institutions 9.0%Insiders 3.0%Float (Other) 88.0%
13F Filers (top 25)25Quarter 2026-03-31
Top-25 Reported Value$6.44MSum of shown holders' market value
Net Position Change10 adds · 6 trimsLargest movers this quarter

Top Holders by Value

25 shown
FilerSharesMarket ValueΔ SharesChange
MARSHALL WACE, LLPCIK 0001318757
311,842$2.81M+297,285↑ INC
CITADEL ADVISORS LLCCIK 0001423053
66,014$594.13K+11,192↑ INC
MORGAN STANLEYCIK 0000895421
63,725$573.53K-17,523↓ DEC
Washington Trust Advisors, Inc.CIK 0001900099
53,432$480.89K–no_change
LPL Financial LLCCIK 0001403438
35,271$317.44K+4,768↑ INC
INTEGRITY ALLIANCE, LLC.CIK 0001352260
32,283$290.55K+32,283NEW
Verdad Advisers, LPCIK 0001812822
30,782$277.04K+16,474↑ INC
JANE STREET GROUP, LLCCIK 0001595888
28,636$257.72K+16,153↑ INC
Kingsview Wealth Management, LLCCIK 0001791965
16,218$145.96K+16,218NEW
JPMORGAN CHASE & COCIK 0000019617
12,317$111.59K–no_change
Private Advisor Group, LLCCIK 0001567755
12,000$108.00K+12,000NEW
OSAIC HOLDINGS, INC.CIK 0001677044
11,693$105.24K-2,000↓ DEC
Wellington Shields Capital Management, LLCCIK 0001506071
10,257$92.31K–no_change
Belvedere Trading LLCCIK 0001632341
10,100$90.90K-4,623↓ DEC
Sunbelt Securities, Inc.CIK 0001632932
10,000$90.00K–no_change
UBS Group AGCIK 0001610520
4,721$42.49K+4,242↑ INC
Farther Finance Advisors, LLCCIK 0001992825
2,201$19.08K–no_change
HM PAYSON & COCIK 0000928052
1,750$15.75K–no_change
Wellington Shields & Co., LLCCIK 0001506073
1,500$13.50K-100↓ DEC
Larson Financial Group LLCCIK 0001731061
415$3.73K+11↑ INC
CoreCap Advisors, LLCCIK 0001902501
300$2.70K–no_change
Federation des caisses Desjardins du QuebecCIK 0002022297
200$1.80K+200NEW
HARBOUR INVESTMENTS, INC.CIK 0000810121
200$1.80K-814↓ DEC
Cambridge Investment Research Advisors, Inc.CIK 0001419186
59,184$533.00+34,123↑ INC
Fruth Investment ManagementCIK 0001416856
31,034$279.00–no_change

Top Adds (Buyers)

FilerΔ SharesValue
MARSHALL WACE, LLP↑ INC
+297,285$2.81M
Cambridge Investment Research Advisors, Inc.↑ INC
+34,123$533.00
INTEGRITY ALLIANCE, LLC.NEW
+32,283$290.55K
Verdad Advisers, LP↑ INC
+16,474$277.04K
Kingsview Wealth Management, LLCNEW
+16,218$145.96K
JANE STREET GROUP, LLC↑ INC
+16,153$257.72K
Private Advisor Group, LLCNEW
+12,000$108.00K
CITADEL ADVISORS LLC↑ INC
+11,192$594.13K
LPL Financial LLC↑ INC
+4,768$317.44K
UBS Group AG↑ INC
+4,242$42.49K

Top Trims (Sellers)

FilerΔ SharesValue
MORGAN STANLEY↓ DEC
-17,523$573.53K
GSA CAPITAL PARTNERS LLP↓ DEC
-15,188$172.00
Belvedere Trading LLC↓ DEC
-4,623$90.90K
OSAIC HOLDINGS, INC.↓ DEC
-2,000$105.24K
HARBOUR INVESTMENTS, INC.↓ DEC
-814$1.80K
Wellington Shields & Co., LLC↓ DEC
-100$13.50K