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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

Institutions4.1%
Insiders35.3%
Institutions Count37
Institutions 4.1%Insiders 35.3%Float (Other) 60.7%
13F Filers (top 25)25Quarter 2026-03-31
Top-25 Reported Value$6.96MSum of shown holders' market value
Net Position Change10 adds · 10 trimsLargest movers this quarter

Top Holders by Value

25 shown
FilerSharesMarket ValueΔ SharesChange
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119
539,275$2.56M+539,275NEW
BlackRock, Inc.CIK 0002012383
217,532$1.03M-3,214↓ DEC
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717
159,179$756.47K+2,308↑ INC
UBS Group AGCIK 0001610520
99,068$470.57K-66,770↓ DEC
VANGUARD FIDUCIARY TRUST COCIK 0000933478
80,263$381.25K+80,263NEW
STATE STREET CORPCIK 0000093751
72,814$345.87K-17,900↓ DEC
SONA ASSET MANAGEMENT (US) LLCCIK 0001856405
70,092$332.94K+70,092NEW
MARSHALL WACE, LLPCIK 0001318757
37,528$178.26K+15,788↑ INC
NORTHERN TRUST CORPCIK 0000073124
28,762$136.62K–no_change
LPL Financial LLCCIK 0001403438
24,598$116.84K+6,234↑ INC
BANK OF AMERICA CORP /DE/CIK 0000070858
20,485$97.30K-50↓ DEC
FLAGSHIP HARBOR ADVISORS, LLCCIK 0001691766
17,185$81.63K-9,400↓ DEC
BRIDGEWAY CAPITAL MANAGEMENT, LLCCIK 0001107261
16,240$77.14K+8,000↑ INC
MORGAN STANLEYCIK 0000895421
15,179$72.10K+10,866↑ INC
Kovack Advisors, Inc.CIK 0001728321
12,480$62.77K+12,480NEW
BARCLAYS PLCCIK 0000312069
12,443$59.10K-1,754↓ DEC
R Squared LtdCIK 0001896148
12,245$58.16K+12,245NEW
XTX Topco LtdCIK 0001828301
11,321$53.77K-627↓ DEC
Vanguard Global Advisers, LLCCIK 0001811242
6,000$28.50K+6,000NEW
WELLS FARGO & COMPANY/MNCIK 0000072971
4,125$19.59K+600↑ INC
SBI Securities Co., Ltd.CIK 0001851815
2,004$9.52K-421↓ DEC
HOLLENCREST CAPITAL MANAGEMENTCIK 0001161722
2,000$9.50K-4,560↓ DEC
JONES FINANCIAL COMPANIES LLLPCIK 0000815917
1,467$6.87K-374↓ DEC
OSAIC HOLDINGS, INC.CIK 0001677044
965$4.58K+217↑ INC
FEDERATED HERMES, INC.CIK 0001056288
835$3.97K+334↑ INC

Top Adds (Buyers)

FilerΔ SharesValue
VANGUARD CAPITAL MANAGEMENT LLCNEW
+539,275$2.56M
VANGUARD FIDUCIARY TRUST CONEW
+80,263$381.25K
SONA ASSET MANAGEMENT (US) LLCNEW
+70,092$332.94K
Cygnus Capital Advisors, LLC↑ INC
+54,663$590.00
MARSHALL WACE, LLP↑ INC
+15,788$178.26K
Kovack Advisors, Inc.NEW
+12,480$62.77K
R Squared LtdNEW
+12,245$58.16K
MORGAN STANLEY↑ INC
+10,866$72.10K
BRIDGEWAY CAPITAL MANAGEMENT, LLC↑ INC
+8,000$77.14K
LPL Financial LLC↑ INC
+6,234$116.84K

Top Trims (Sellers)

FilerΔ SharesValue
UBS Group AG↓ DEC
-66,770$470.57K
STATE STREET CORP↓ DEC
-17,900$345.87K
FLAGSHIP HARBOR ADVISORS, LLC↓ DEC
-9,400$81.63K
HOLLENCREST CAPITAL MANAGEMENT↓ DEC
-4,560$9.50K
BlackRock, Inc.↓ DEC
-3,214$1.03M
BARCLAYS PLC↓ DEC
-1,754$59.10K
BNP PARIBAS FINANCIAL MARKETS↓ DEC
-758$1.24K
ROYAL BANK OF CANADA↓ DEC
-705$1.00K
XTX Topco Ltd↓ DEC
-627$53.77K
SBI Securities Co., Ltd.↓ DEC
-421$9.52K