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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

Institutions4.5%
Insiders0.0%
Institutions Count4
Institutions 4.5%Insiders 0.0%Float (Other) 95.5%
13F Filers (top 25)4Quarter 2026-03-31
Top-25 Reported Value$7.57MSum of shown holders' market value
Net Position Change1 adds · 2 trimsLargest movers this quarter

Top Holders by Value

4 shown
FilerSharesMarket ValueΔ SharesChange
Kanen Wealth Management LLCCIK 0001681614
2,222,276$6.78M+60,140↑ INC
BENJAMIN EDWARDS INCCIK 0001451623
162,614$495.97K–no_change
MORGAN STANLEYCIK 0000895421
94,566$288.43K-5,400↓ DEC
EverSource Wealth Advisors, LLCCIK 0001710537
40$2.69K-35↓ DEC

Top Adds (Buyers)

FilerΔ SharesValue
Kanen Wealth Management LLC↑ INC
+60,140$6.78M

Top Trims (Sellers)

FilerΔ SharesValue
MORGAN STANLEY↓ DEC
-5,400$288.43K
EverSource Wealth Advisors, LLC↓ DEC
-35$2.69K