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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

Institutions22.2%
Insiders49.6%
Institutions Count115
Institutions 22.2%Insiders 49.6%Float (Other) 28.2%
13F Filers (top 25)25Quarter 2026-03-31
Top-25 Reported Value$74.39MSum of shown holders' market value
Net Position Change10 adds · 10 trimsLargest movers this quarter

Top Holders by Value

25 shown
FilerSharesMarket ValueΔ SharesChange
Buckley Capital Advisors, LLCCIK 0002111611
2,136,213$10.08M+347,594↑ INC
BlackRock, Inc.CIK 0002012383
1,733,374$8.18M-8,828↓ DEC
FourWorld Capital Management LLCCIK 0001770525
1,583,904$7.48M+1,215,583↑ INC
Steamboat Capital Partners, LLCCIK 0001635663
1,277,396$6.03M-299,338↓ DEC
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119
1,210,745$5.71M+1,210,745NEW
PRELUDE CAPITAL MANAGEMENT, LLCCIK 0001387508
798,328$3.77M+107,667↑ INC
WELLS FARGO & COMPANY/MNCIK 0000072971
689,735$3.26M-21,401↓ DEC
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717
675,235$3.19M+14,717↑ INC
Divisadero Street Capital Management, LPCIK 0001901865
653,019$3.08M-404,875↓ DEC
Norwood Investment Partners, LPCIK 0001888610
556,016$2.62M-73,853↓ DEC
BOOTHBAY FUND MANAGEMENT, LLCCIK 0001549230
531,692$2.51M+234,548↑ INC
STATE STREET CORPCIK 0000093751
471,085$2.22M+16,860↑ INC
DIMENSIONAL FUND ADVISORS LPCIK 0000354204
437,139$2.06M+40,282↑ INC
REBALANCE, LLCCIK 0001811052
404,114$1.91M–no_change
Beartown Capital Management, LLCCIK 0001877162
400,000$1.89M–no_change
Marble Bar Asset Management LLPCIK 0001346570
295,308$1.39M+295,308NEW
Atom Investors LPCIK 0001738902
248,535$1.17M-44,778↓ DEC
Russell Investments Group, Ltd.CIK 0001692234
245,097$1.16M+57,776↑ INC
NORTHERN TRUST CORPCIK 0000073124
237,950$1.12M+12,120↑ INC
UBS Group AGCIK 0001610520
217,404$1.03M+15,775↑ INC
CHARLES SCHWAB INVESTMENT MANAGEMENT INCCIK 0000884546
216,863$1.02M-7,832↓ DEC
BANK OF AMERICA CORP /DE/CIK 0000070858
209,216$987.50K-207,133↓ DEC
VANGUARD FIDUCIARY TRUST COCIK 0000933478
193,522$913.42K+193,522NEW
Quarry LPCIK 0001965207
169,819$801.55K–no_change
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADVCIK 0000867926
168,935$797.37K+1,750↑ INC

Top Adds (Buyers)

FilerΔ SharesValue
FourWorld Capital Management LLC↑ INC
+1,215,583$7.48M
VANGUARD CAPITAL MANAGEMENT LLCNEW
+1,210,745$5.71M
Buckley Capital Advisors, LLC↑ INC
+347,594$10.08M
Marble Bar Asset Management LLPNEW
+295,308$1.39M
BOOTHBAY FUND MANAGEMENT, LLC↑ INC
+234,548$2.51M
VANGUARD FIDUCIARY TRUST CONEW
+193,522$913.42K
VANGUARD PORTFOLIO MANAGEMENT LLCNEW
+166,330$785.08K
PRELUDE CAPITAL MANAGEMENT, LLC↑ INC
+107,667$3.77M
AMERIPRISE FINANCIAL INC↑ INC
+84,087$595.77K
Aquatic Capital Management LLCNEW
+63,917$301.69K

Top Trims (Sellers)

FilerΔ SharesValue
Divisadero Street Capital Management, LP↓ DEC
-404,875$3.08M
ACADIAN ASSET MANAGEMENT LLC↓ DEC
-299,415$172.00
Steamboat Capital Partners, LLC↓ DEC
-299,338$6.03M
RENAISSANCE TECHNOLOGIES LLC↓ DEC
-216,520$106.67K
BANK OF AMERICA CORP /DE/↓ DEC
-207,133$987.50K
AQR CAPITAL MANAGEMENT LLC↓ DEC
-128,891$740.02K
JANE STREET GROUP, LLC↓ DEC
-121,027$92.09K
Squarepoint Ops LLC↓ DEC
-110,293$188.04K
TWO SIGMA INVESTMENTS, LP↓ DEC
-75,332$90.41K
Norwood Investment Partners, LP↓ DEC
-73,853$2.62M