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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

Institutions1.0%
Insiders1.9%
Institutions Count11
Institutions 1.0%Insiders 1.9%Float (Other) 97.1%
13F Filers (top 25)11Quarter 2026-03-31
Top-25 Reported Value$1.00MSum of shown holders' market value
Net Position Change6 adds · 1 trimsLargest movers this quarter

Top Holders by Value

11 shown
FilerSharesMarket ValueΔ SharesChange
MARSHALL WACE, LLPCIK 0001318757
859,831$730.86K+859,831NEW
TOCQUEVILLE ASSET MANAGEMENT L.P.CIK 0000883961
149,000$126.47K+77,000↑ INC
FRANKLIN RESOURCES INCCIK 0000038777
69,842$71.31K–no_change
HEADINVEST, LLCCIK 0001372130
44,700$37.94K–no_change
CITADEL ADVISORS LLCCIK 0001423053
17,938$15.22K-364,113↓ DEC
Ausdal Financial Partners, Inc.CIK 0001667146
12,000$10.19K–no_change
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COCIK 0001141802
6,393$5.43K+6,393NEW
Larson Financial Group LLCCIK 0001731061
5,000$4.24K+5,000NEW
CWM, LLCCIK 0001535847
1,325$1.13K–no_change
TD Waterhouse Canada Inc.CIK 0001999606
662$562.00+262↑ INC
Sound Income Strategies, LLCCIK 0001730960
194$180.00+194NEW

Top Adds (Buyers)

FilerΔ SharesValue
MARSHALL WACE, LLPNEW
+859,831$730.86K
TOCQUEVILLE ASSET MANAGEMENT L.P.↑ INC
+77,000$126.47K
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CONEW
+6,393$5.43K
Larson Financial Group LLCNEW
+5,000$4.24K
TD Waterhouse Canada Inc.↑ INC
+262$562.00
Sound Income Strategies, LLCNEW
+194$180.00

Top Trims (Sellers)

FilerΔ SharesValue
CITADEL ADVISORS LLC↓ DEC
-364,113$15.22K