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

Institutions16.9%
Insiders42.4%
Institutions Count64
Institutions 16.9%Insiders 42.4%Float (Other) 40.7%
13F Filers (top 25)25Quarter 2026-03-31
Top-25 Reported Value$33.50MSum of shown holders' market value
Net Position Change10 adds · 10 trimsLargest movers this quarter

Top Holders by Value

25 shown
FilerSharesMarket ValueΔ SharesChange
BlackRock, Inc.CIK 0002012383
764,441$5.91M-18,364↓ DEC
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119
659,879$5.10M+659,879NEW
IRIDIAN ASSET MANAGEMENT LLC/CTCIK 0001033427
651,757$5.04M+65,437↑ INC
Occam Crest Management LPCIK 0002085909
407,147$3.15M+27,147↑ INC
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717
384,105$2.97M+20,081↑ INC
BALDWIN WEALTH PARTNERS LLC/MACIK 0001021258
378,625$2.93M-11,000↓ DEC
STATE STREET CORPCIK 0000093751
166,516$1.29M+11,850↑ INC
NORTHERN TRUST CORPCIK 0000073124
124,212$960.16K+7,807↑ INC
VANGUARD FIDUCIARY TRUST COCIK 0000933478
114,842$887.73K+114,842NEW
SUSQUEHANNA INTERNATIONAL GROUP, LLPCIK 0001446194
105,286$813.86K-89,468↓ DEC
VANGUARD PORTFOLIO MANAGEMENT LLCCIK 0002100121
92,154$712.35K+92,154NEW
CITADEL ADVISORS LLCCIK 0001423053
78,425$606.23K-13,075↓ DEC
OPPENHEIMER & CO INCCIK 0000822581
73,566$568.66K–no_change
CHARLES SCHWAB INVESTMENT MANAGEMENT INCCIK 0000884546
49,645$383.76K+5,623↑ INC
GOLDMAN SACHS GROUP INCCIK 0000886982
41,124$317.89K+14,621↑ INC
UBS Group AGCIK 0001610520
38,563$298.09K+30,188↑ INC
Bank of New York Mellon CorpCIK 0001390777
30,315$234.33K-1,320↓ DEC
MARSHALL WACE, LLPCIK 0001318757
29,223$225.89K+18,530↑ INC
CIBC Bancorp USA Inc.CIK 0001711924
25,662$198.37K+25,662NEW
EverSource Wealth Advisors, LLCCIK 0001710537
3,004$175.91K+2,928↑ INC
MORGAN STANLEYCIK 0000895421
22,568$174.45K-5,443↓ DEC
Austin Wealth Management, LLCCIK 0002003112
20,125$153.96K–no_change
JANE STREET GROUP, LLCCIK 0001595888
18,400$142.23K+500↑ INC
MARTINGALE ASSET MANAGEMENT L PCIK 0000936944
18,024$139.33K+18,024NEW
Nuveen, LLCCIK 0001871926
16,749$129.47K–no_change

Top Adds (Buyers)

FilerΔ SharesValue
VANGUARD CAPITAL MANAGEMENT LLCNEW
+659,879$5.10M
VANGUARD FIDUCIARY TRUST CONEW
+114,842$887.73K
VANGUARD PORTFOLIO MANAGEMENT LLCNEW
+92,154$712.35K
IRIDIAN ASSET MANAGEMENT LLC/CT↑ INC
+65,437$5.04M
UBS Group AG↑ INC
+30,188$298.09K
Occam Crest Management LP↑ INC
+27,147$3.15M
CIBC Bancorp USA Inc.NEW
+25,662$198.37K
GEODE CAPITAL MANAGEMENT, LLC↑ INC
+20,081$2.97M
MARSHALL WACE, LLP↑ INC
+18,530$225.89K
MARTINGALE ASSET MANAGEMENT L PNEW
+18,024$139.33K

Top Trims (Sellers)

FilerΔ SharesValue
SUSQUEHANNA INTERNATIONAL GROUP, LLP↓ DEC
-89,468$813.86K
BARCLAYS PLC↓ DEC
-21,064$24.13K
BlackRock, Inc.↓ DEC
-18,364$5.91M
CITADEL ADVISORS LLC↓ DEC
-13,075$606.23K
WELLS FARGO & COMPANY/MN↓ DEC
-11,310$43.44K
BALDWIN WEALTH PARTNERS LLC/MA↓ DEC
-11,000$2.93M
GROUP ONE TRADING LLC↓ DEC
-6,500$773.00
MORGAN STANLEY↓ DEC
-5,443$174.45K
XTX Topco Ltd↓ DEC
-4,800$77.81K
GROUP ONE TRADING LLC↓ DEC
-1,500$15.46K