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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

Institutions3.8%
Insiders37.5%
Institutions Count24
Institutions 3.8%Insiders 37.5%Float (Other) 58.7%
13F Filers (top 25)24Quarter 2026-03-31
Top-25 Reported Value$2.71MSum of shown holders' market value
Net Position Change10 adds · 2 trimsLargest movers this quarter

Top Holders by Value

24 shown
FilerSharesMarket ValueΔ SharesChange
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119
320,318$1.09M+320,318NEW
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717
104,612$354.81K+1,176↑ INC
ExodusPoint Capital Management, LPCIK 0001736225
83,196$282.03K+83,196NEW
VANGUARD FIDUCIARY TRUST COCIK 0000933478
51,502$174.59K+51,502NEW
SUSQUEHANNA INTERNATIONAL GROUP, LLPCIK 0001446194
49,500$167.81K+49,500NEW
STATE STREET CORPCIK 0000093751
34,300$116.28K–no_change
UBS Group AGCIK 0001610520
32,580$110.45K-1,709↓ DEC
Thrive Wealth Management, LLCCIK 0001847610
30,000$101.70K+30,000NEW
NORTHERN TRUST CORPCIK 0000073124
23,971$81.26K–no_change
GM Advisory Group, LLCCIK 0001598304
23,350$79.16K-7,000↓ DEC
Herold Advisors, Inc.CIK 0001891713
15,000$50.85K+15,000NEW
BlackDiamond Wealth Management, LLCCIK 0001903059
10,150$34.41K+10,150NEW
JONES FINANCIAL COMPANIES LLLPCIK 0000815917
6,700$22.85K+6,700NEW
MORGAN STANLEYCIK 0000895421
4,000$13.56K+3,918↑ INC
Parkside Financial Bank & TrustCIK 0001455267
3,187$10.80K+3,187NEW
BlackRock, Inc.CIK 0002012383
2,884$9.78K+2,884NEW
Medallion Wealth Advisors, LLCCIK 0002131139
1,450$4.92K+1,450NEW
McIlrath & Eck, LLCCIK 0001701714
600$2.03K+600NEW
OSAIC HOLDINGS, INC.CIK 0001677044
500$1.70K+500NEW
Sunbelt Securities, Inc.CIK 0001632932
200$678.00+200NEW
Legacy Wealth Managment, LLC/IDCIK 0002045082
40$136.00+40NEW
Virtu Financial LLCCIK 0001533964
21,372$72.00+8,792↑ INC
CITIGROUP INCCIK 0000831001
8$27.00+8NEW
PIN OAK INVESTMENT ADVISORS INCCIK 0001094584
422$1.00+422NEW

Top Adds (Buyers)

FilerΔ SharesValue
VANGUARD CAPITAL MANAGEMENT LLCNEW
+320,318$1.09M
ExodusPoint Capital Management, LPNEW
+83,196$282.03K
VANGUARD FIDUCIARY TRUST CONEW
+51,502$174.59K
SUSQUEHANNA INTERNATIONAL GROUP, LLPNEW
+49,500$167.81K
Thrive Wealth Management, LLCNEW
+30,000$101.70K
Herold Advisors, Inc.NEW
+15,000$50.85K
BlackDiamond Wealth Management, LLCNEW
+10,150$34.41K
Virtu Financial LLC↑ INC
+8,792$72.00
JONES FINANCIAL COMPANIES LLLPNEW
+6,700$22.85K
MORGAN STANLEY↑ INC
+3,918$13.56K

Top Trims (Sellers)

FilerΔ SharesValue
GM Advisory Group, LLC↓ DEC
-7,000$79.16K
UBS Group AG↓ DEC
-1,709$110.45K