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EOD US-equity data for investors and AI agents

Data is end-of-day, not real-time, and not investment advice

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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

Institutions0.0%
Insiders0.3%
Institutions Count4
Institutions 0.0%Insiders 0.3%Float (Other) 99.6%
13F Filers (top 25)4Quarter 2026-03-31
Top-25 Reported Value$74.69KSum of shown holders' market value
Net Position Change3 adds · 1 trimsLargest movers this quarter

Top Holders by Value

4 shown
FilerSharesMarket ValueΔ SharesChange
SmartHarvest Portfolios, LLCCIK 0002066604
46,750$39.34K+46,750NEW
EverSource Wealth Advisors, LLCCIK 0001710537
450$20.88K-697↓ DEC
TWO SIGMA SECURITIES, LLCCIK 0001450144
17,201$14.47K+5,708↑ INC
Caitong International Asset Management Co., LtdCIK 0001963355
1$1.00+1NEW

Top Adds (Buyers)

FilerΔ SharesValue
SmartHarvest Portfolios, LLCNEW
+46,750$39.34K
TWO SIGMA SECURITIES, LLC↑ INC
+5,708$14.47K
Caitong International Asset Management Co., LtdNEW
+1$1.00

Top Trims (Sellers)

FilerΔ SharesValue
EverSource Wealth Advisors, LLC↓ DEC
-697$20.88K