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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

Institutions0.4%
Insiders0.0%
Institutions Count41
Institutions 0.4%Insiders 0.0%Float (Other) 99.6%
13F Filers (top 25)25Quarter 2026-03-31
Top-25 Reported Value$497.52KSum of shown holders' market value
Net Position Change10 adds · 7 trimsLargest movers this quarter

Top Holders by Value

25 shown
FilerSharesMarket ValueΔ SharesChange
EverSource Wealth Advisors, LLCCIK 0001710537
749$87.49K+749NEW
STATE STREET CORPCIK 0000093751
83,751$87.10K+67,451↑ INC
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717
59,578$61.96K+862↑ INC
AQR CAPITAL MANAGEMENT LLCCIK 0001167557
55,262$57.47K+55,262NEW
VANGUARD PORTFOLIO MANAGEMENT LLCCIK 0002100121
30,208$31.42K+30,208NEW
Wealth Management Partners, LLCCIK 0001843294
28,116$29.24K–no_change
NORTHERN TRUST CORPCIK 0000073124
17,927$18.64K+953↑ INC
NEW YORK STATE COMMON RETIREMENT FUNDCIK 0000810265
17,892$18.61K+17,892NEW
CHARLES SCHWAB INVESTMENT MANAGEMENT INCCIK 0000884546
16,130$16.77K–no_change
Ground Swell Capital, LLCCIK 0001534450
14,821$15.41K+14,821NEW
BlackRock, Inc.CIK 0002012383
13,489$14.03K+1,066↑ INC
Hudson Bay Capital Management LPCIK 0001393825
10,614$11.04K+10,614NEW
RHUMBLINE ADVISERSCIK 0001115418
8,564$8.90K+4,090↑ INC
FMR LLCCIK 0000315066
7,016$7.30K-22,096↓ DEC
MORGAN STANLEYCIK 0000895421
6,376$6.63K-5,177↓ DEC
VANGUARD FIDUCIARY TRUST COCIK 0000933478
3,373$3.51K+3,373NEW
CWM, LLCCIK 0001535847
3,119$3.24K+3,119NEW
Tower Research Capital LLC (TRC)CIK 0001533421
2,909$3.02K+2,794↑ INC
UBS Group AGCIK 0001610520
2,725$2.83K-30,139↓ DEC
WELLS FARGO & COMPANY/MNCIK 0000072971
2,440$2.54K-3,019↓ DEC
BNP PARIBAS FINANCIAL MARKETSCIK 0001166588
2,346$2.44K+340↑ INC
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.CIK 0001705339
2,343$2.44K+68↑ INC
JPMORGAN CHASE & COCIK 0000019617
2,032$2.19K+55↑ INC
BARCLAYS PLCCIK 0000312069
2,091$2.17K-5,968↓ DEC
Russell Investments Group, Ltd.CIK 0001692234
1,068$1.11K+676↑ INC

Top Adds (Buyers)

FilerΔ SharesValue
STATE STREET CORP↑ INC
+67,451$87.10K
AQR CAPITAL MANAGEMENT LLCNEW
+55,262$57.47K
VANGUARD PORTFOLIO MANAGEMENT LLCNEW
+30,208$31.42K
NEW YORK STATE COMMON RETIREMENT FUNDNEW
+17,892$18.61K
Ground Swell Capital, LLCNEW
+14,821$15.41K
Hudson Bay Capital Management LPNEW
+10,614$11.04K
RHUMBLINE ADVISERS↑ INC
+4,090$8.90K
VANGUARD FIDUCIARY TRUST CONEW
+3,373$3.51K
CWM, LLCNEW
+3,119$3.24K
Tower Research Capital LLC (TRC)↑ INC
+2,794$3.02K

Top Trims (Sellers)

FilerΔ SharesValue
UBS Group AG↓ DEC
-30,139$2.83K
FMR LLC↓ DEC
-22,096$7.30K
BARCLAYS PLC↓ DEC
-5,968$2.17K
MORGAN STANLEY↓ DEC
-5,177$6.63K
WELLS FARGO & COMPANY/MN↓ DEC
-3,019$2.54K
Sterling Capital Management LLC↓ DEC
-823$97.00
CITIGROUP INC↓ DEC
-3$263.00