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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

Institutions3.3%
Insiders5.0%
Institutions Count49
Institutions 3.3%Insiders 5.0%Float (Other) 91.8%
13F Filers (top 25)25Quarter 2026-03-31
Top-25 Reported Value$4.68MSum of shown holders' market value
Net Position Change10 adds · 10 trimsLargest movers this quarter

Top Holders by Value

25 shown
FilerSharesMarket ValueΔ SharesChange
Legal & General Group PlcCIK 0000764068
587,348$1.04M+23,773↑ INC
BlackRock, Inc.CIK 0002012383
297,432$526.46K-203,157↓ DEC
CITADEL ADVISORS LLCCIK 0001423053
245,500$434.54K+221,400↑ INC
Virtus Investment Advisers, LLCCIK 0000019481
213,488$377.87K-9,248↓ DEC
BANK OF AMERICA CORP /DE/CIK 0000070858
202,580$358.57K-2,247↓ DEC
XTX Topco LtdCIK 0001828301
162,199$287.09K+145,517↑ INC
UBS Group AGCIK 0001610520
112,761$199.59K-118,882↓ DEC
Silverberg Bernstein Capital Management LLCCIK 0002007880
106,710$188.88K+31,865↑ INC
Founders Financial Alliance, LLCCIK 0001832190
84,865$150.21K–no_change
TWO SIGMA INVESTMENTS, LPCIK 0001179392
72,642$128.58K-483,926↓ DEC
LPL Financial LLCCIK 0001403438
72,542$128.40K+18,960↑ INC
Kingsview Wealth Management, LLCCIK 0001791965
65,425$115.80K–no_change
McIlrath & Eck, LLCCIK 0001701714
65,375$115.71K+40,875↑ INC
MORGAN STANLEYCIK 0000895421
64,780$114.66K+6,000↑ INC
CITIGROUP INCCIK 0000831001
50,234$88.91K+50,234NEW
Ethos Financial Group, LLCCIK 0001954242
41,967$73.86K–no_change
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLCCIK 0001818604
37,470$66.32K–no_change
BostonPremier Wealth LLCCIK 0002053783
26,026$46.07K-9,200↓ DEC
Cetera Investment AdvisersCIK 0001666741
22,748$40.26K-1,294↓ DEC
Parkside Financial Bank & TrustCIK 0001455267
22,170$39.24K–no_change
Sigma Planning CorpCIK 0001449126
21,310$37.72K+299↑ INC
Arkadios Wealth AdvisorsCIK 0001800798
21,217$37.55K+624↑ INC
First Affirmative Financial NetworkCIK 0001656282
19,981$31.77K–no_change
United BankCIK 0001697791
15,420$27.29K–no_change
SIH Partners, LLLPCIK 0001996244
14,109$24.97K+14,109NEW

Top Adds (Buyers)

FilerΔ SharesValue
CITADEL ADVISORS LLC↑ INC
+221,400$434.54K
XTX Topco Ltd↑ INC
+145,517$287.09K
Virtu Financial LLC↑ INC
+74,211$212.00
HRT FINANCIAL LP↑ INC
+70,030$141.00
CITIGROUP INCNEW
+50,234$88.91K
McIlrath & Eck, LLC↑ INC
+40,875$115.71K
Silverberg Bernstein Capital Management LLC↑ INC
+31,865$188.88K
Legal & General Group Plc↑ INC
+23,773$1.04M
LPL Financial LLC↑ INC
+18,960$128.40K
SIH Partners, LLLPNEW
+14,109$24.97K

Top Trims (Sellers)

FilerΔ SharesValue
TWO SIGMA INVESTMENTS, LP↓ DEC
-483,926$128.58K
BlackRock, Inc.↓ DEC
-203,157$526.46K
UBS Group AG↓ DEC
-118,882$199.59K
Virtus Investment Advisers, LLC↓ DEC
-9,248$377.87K
BostonPremier Wealth LLC↓ DEC
-9,200$46.07K
Cambridge Investment Research Advisors, Inc.↓ DEC
-8,259$20.00
BANK OF AMERICA CORP /DE/↓ DEC
-2,247$358.57K
JONES FINANCIAL COMPANIES LLLP↓ DEC
-1,461$252.00
Cetera Investment Advisers↓ DEC
-1,294$40.26K
SIMPLEX TRADING, LLC↓ DEC
-667$292.00