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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%
Insiders0.0%
Institutions Count11
Institutions 0.0%Insiders 0.0%Float (Other) 100.0%
13F Filers (top 25)11Quarter 2026-03-31
Top-25 Reported Value$1.38MSum of shown holders' market value
Net Position Change6 adds · 5 trimsLargest movers this quarter

Top Holders by Value

11 shown
FilerSharesMarket ValueΔ SharesChange
Silverberg Bernstein Capital Management LLCCIK 0002007880
44,747$744.59K-5,800↓ DEC
MORGAN STANLEYCIK 0000895421
11,489$191.18K+3,789↑ INC
SmartHarvest Portfolios, LLCCIK 0002066604
10,797$179.66K-1,890↓ DEC
CITADEL ADVISORS LLCCIK 0001423053
10,189$169.54K-7,501↓ DEC
Knoll Capital Management, LLCCIK 0001325083
4,057$67.51K+4,057NEW
EverSource Wealth Advisors, LLCCIK 0001710537
1,440$7.62K+536↑ INC
BNP PARIBAS FINANCIAL MARKETSCIK 0001166588
400$6.66K-400↓ DEC
Larson Financial Group LLCCIK 0001731061
343$5.71K+343NEW
OSAIC HOLDINGS, INC.CIK 0001677044
128$2.13K-355↓ DEC
Stone House Investment Management, LLCCIK 0001696497
79$1.31K+79NEW
Cornerstone Financial Management LLCCIK 0002110329
32$532.00+32NEW

Top Adds (Buyers)

FilerΔ SharesValue
Knoll Capital Management, LLCNEW
+4,057$67.51K
MORGAN STANLEY↑ INC
+3,789$191.18K
EverSource Wealth Advisors, LLC↑ INC
+536$7.62K
Larson Financial Group LLCNEW
+343$5.71K
Stone House Investment Management, LLCNEW
+79$1.31K
Cornerstone Financial Management LLCNEW
+32$532.00

Top Trims (Sellers)

FilerΔ SharesValue
CITADEL ADVISORS LLC↓ DEC
-7,501$169.54K
Silverberg Bernstein Capital Management LLC↓ DEC
-5,800$744.59K
SmartHarvest Portfolios, LLC↓ DEC
-1,890$179.66K
BNP PARIBAS FINANCIAL MARKETS↓ DEC
-400$6.66K
OSAIC HOLDINGS, INC.↓ DEC
-355$2.13K