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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

Institutions28.6%
Insiders19.0%
Institutions Count62
Institutions 28.6%Insiders 19.0%Float (Other) 52.4%
13F Filers (top 25)25Quarter 2026-03-31
Top-25 Reported Value$38.50MSum of shown holders' market value
Net Position Change10 adds · 10 trimsLargest movers this quarter

Top Holders by Value

25 shown
FilerSharesMarket ValueΔ SharesChange
BML Capital Management, LLCCIK 0001616824
3,167,231$10.77M–no_change
Aquamarine Financial (Cayman) LtdCIK 0002104187
2,112,312$7.18M+139,255↑ INC
MERCER GLOBAL ADVISORS INC /ADVCIK 0000853758
1,910,540$6.50M+1,910,540NEW
Gem Investment Advisors, LLCCIK 0001580018
1,640,069$5.58M-358,733↓ DEC
BOOTHBAY FUND MANAGEMENT, LLCCIK 0001549230
600,716$2.04M-11,444↓ DEC
MARSHALL WACE, LLPCIK 0001318757
259,611$882.68K+556↑ INC
DIMENSIONAL FUND ADVISORS LPCIK 0000354204
158,209$537.74K+7,738↑ INC
WELLS FARGO & COMPANY/MNCIK 0000072971
157,586$535.79K+27,000↑ INC
RITHOLTZ WEALTH MANAGEMENTCIK 0001698218
155,479$528.63K+155,479NEW
RENAISSANCE TECHNOLOGIES LLCCIK 0001037389
147,700$502.18K+200↑ INC
BANK OF AMERICA CORP /DE/CIK 0000070858
146,152$496.92K+3,909↑ INC
SUSQUEHANNA INTERNATIONAL GROUP, LLPCIK 0001446194
136,218$463.14K+110,234↑ INC
O'SHAUGHNESSY ASSET MANAGEMENT, LLCCIK 0001423442
116,363$395.63K+116,363NEW
CITADEL ADVISORS LLCCIK 0001423053
98,629$335.34K-97,391↓ DEC
Hillsdale Investment Management Inc.CIK 0001368465
97,300$330.82K+97,300NEW
BlackRock, Inc.CIK 0002012383
92,192$313.45K+1,980↑ INC
JANE STREET GROUP, LLCCIK 0001595888
52,540$178.64K-25,719↓ DEC
Hudson Bay Capital Management LPCIK 0001393825
51,670$175.68K+51,670NEW
Connor, Clark & Lunn Investment Management Ltd.CIK 0001596800
50,207$170.70K+6,472↑ INC
PRELUDE CAPITAL MANAGEMENT, LLCCIK 0001387508
35,313$120.06K+13,700↑ INC
BAILARD, INC.CIK 0000750641
32,478$110.42K+32,478NEW
AMERICAN CENTURY COMPANIES INCCIK 0000748054
32,307$109.84K+12,716↑ INC
Point72 Asset Management, L.P.CIK 0001603466
26,052$88.58K+610↑ INC
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717
24,282$82.56K–no_change
Qube Research & Technologies LtdCIK 0001729829
23,504$79.91K+23,397↑ INC

Top Adds (Buyers)

FilerΔ SharesValue
MERCER GLOBAL ADVISORS INC /ADVNEW
+1,910,540$6.50M
RITHOLTZ WEALTH MANAGEMENTNEW
+155,479$528.63K
Aquamarine Financial (Cayman) Ltd↑ INC
+139,255$7.18M
O'SHAUGHNESSY ASSET MANAGEMENT, LLCNEW
+116,363$395.63K
SUSQUEHANNA INTERNATIONAL GROUP, LLP↑ INC
+110,234$463.14K
Hillsdale Investment Management Inc.NEW
+97,300$330.82K
Hudson Bay Capital Management LPNEW
+51,670$175.68K
BAILARD, INC.NEW
+32,478$110.42K
WELLS FARGO & COMPANY/MN↑ INC
+27,000$535.79K
Catalyst Funds Management Pty LtdNEW
+23,500$79.90K

Top Trims (Sellers)

FilerΔ SharesValue
Gem Investment Advisors, LLC↓ DEC
-358,733$5.58M
CITADEL ADVISORS LLC↓ DEC
-97,391$335.34K
JANE STREET GROUP, LLC↓ DEC
-25,719$178.64K
HRT FINANCIAL LP↓ DEC
-18,593$93.00
ACADIAN ASSET MANAGEMENT LLC↓ DEC
-16,670$50.00
XTX Topco Ltd↓ DEC
-15,494$77.14K
BOOTHBAY FUND MANAGEMENT, LLC↓ DEC
-11,444$2.04M
JPMORGAN CHASE & CO↓ DEC
-10,889$20.96K
MILLENNIUM MANAGEMENT LLC↓ DEC
-8,363$54.46K
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC↓ DEC
-4,800$46.17K