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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

Institutions4.2%
Insiders27.0%
Institutions Count21
Institutions 4.2%Insiders 27.0%Float (Other) 68.8%
13F Filers (top 25)21Quarter 2026-03-31
Top-25 Reported Value$86.36KSum of shown holders' market value
Net Position Change10 adds · 1 trimsLargest movers this quarter

Top Holders by Value

21 shown
FilerSharesMarket ValueΔ SharesChange
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717
65,072$36.45K+65,072NEW
Pathstone Holdings, LLCCIK 0002011612
55,001$30.81K+55,001NEW
TWO SIGMA SECURITIES, LLCCIK 0001450144
20,343$11.39K+20,343NEW
UBS Group AGCIK 0001610520
5,205$2.92K+2,811↑ INC
Tower Research Capital LLC (TRC)CIK 0001533421
4,548$2.55K-5↓ DEC
Ameritas Advisory Services, LLCCIK 0001901275
2,000$1.12K+2,000NEW
Western Wealth Management, LLCCIK 0001767902
1,001$561.00+1,001NEW
BlackRock, Inc.CIK 0002012383
703$394.00–no_change
St. Johns Investment Management Company, LLCCIK 0001605522
200$112.00+200NEW
WELLS FARGO & COMPANY/MNCIK 0000072971
34$19.00–no_change
HARBOUR INVESTMENTS, INC.CIK 0000810121
34$19.00–no_change
Virtu Financial LLCCIK 0001533964
17,575$10.00+17,575NEW
HRT FINANCIAL LPCIK 0001475597
18,672$10.00+18,672NEW
SBI Securities Co., Ltd.CIK 0001851815
11$6.00+1↑ INC
Keating Financial Advisory Services, Inc.CIK 0002103443
1$1.00+1NEW
Johnson Financial Group, Inc.CIK 0001477024
1$1.00+1NEW
Strategic Wealth Partners, Ltd.CIK 0001720777
1$1.00–no_change
Bogart Wealth, LLCCIK 0001715740
1$1.00+1NEW
Farther Finance Advisors, LLCCIK 0001992825
1$1.00–no_change
ROYAL BANK OF CANADACIK 0001000275
1$0.00–no_change
FMR LLCCIK 0000315066
0$0.00–NEW

Top Adds (Buyers)

FilerΔ SharesValue
GEODE CAPITAL MANAGEMENT, LLCNEW
+65,072$36.45K
Pathstone Holdings, LLCNEW
+55,001$30.81K
TWO SIGMA SECURITIES, LLCNEW
+20,343$11.39K
HRT FINANCIAL LPNEW
+18,672$10.00
Virtu Financial LLCNEW
+17,575$10.00
UBS Group AG↑ INC
+2,811$2.92K
Ameritas Advisory Services, LLCNEW
+2,000$1.12K
Western Wealth Management, LLCNEW
+1,001$561.00
St. Johns Investment Management Company, LLCNEW
+200$112.00
Bogart Wealth, LLCNEW
+1$1.00

Top Trims (Sellers)

FilerΔ SharesValue
Tower Research Capital LLC (TRC)↓ DEC
-5$2.55K