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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

Institutions100.0%
Insiders0.0%
Institutions Count24
Institutions 100.0%Insiders 0.0%Float (Other) 0.0%
13F Filers (top 25)24Quarter 2026-03-31
Top-25 Reported Value$1.17MSum of shown holders' market value
Net Position Change10 adds · 3 trimsLargest movers this quarter

Top Holders by Value

24 shown
FilerSharesMarket ValueΔ SharesChange
AdvisorShares Investments LLCCIK 0001425930
108,591$524.50K+58,958↑ INC
Platform Technology PartnersCIK 0001830817
41,116$198.59K+41,116NEW
JANE STREET GROUP, LLCCIK 0001595888
31,501$152.15K+20,609↑ INC
CITADEL ADVISORS LLCCIK 0001423053
15,863$76.62K–no_change
Marex Group LtdCIK 0001997464
13,468$65.05K+32↑ INC
Mariner, LLCCIK 0001373442
10,059$48.55K+10,059NEW
UBS Group AGCIK 0001610520
7,237$34.95K+5,527↑ INC
OSAIC HOLDINGS, INC.CIK 0001677044
6,375$30.79K+1,105↑ INC
Steward Partners Investment Advisory, LLCCIK 0001723397
4,381$21.16K–no_change
Atlantic Union Bankshares CorpCIK 0000883948
1,000$4.83K–no_change
Farther Finance Advisors, LLCCIK 0001992825
1,000$4.41K–no_change
JONES FINANCIAL COMPANIES LLLPCIK 0000815917
700$3.34K+700NEW
Cetera Trust Company, N.ACIK 0002005547
250$1.21K–no_change
WELLS FARGO & COMPANY/MNCIK 0000072971
100$477.00+100NEW
Federation des caisses Desjardins du QuebecCIK 0002022297
93$369.00–no_change
SBI Securities Co., Ltd.CIK 0001851815
75$362.00+20↑ INC
Tower Research Capital LLC (TRC)CIK 0001533421
71$343.00-473↓ DEC
GROUP ONE TRADING LLCCIK 0000932540
34$164.00–no_change
Rockefeller Capital Management L.P.CIK 0001739439
30$145.00–no_change
NATIONAL BANK OF CANADA /FI/CIK 0000926171
20$93.00-4↓ DEC
TD Waterhouse Canada Inc.CIK 0001999606
20$88.00+18↑ INC
Activest Wealth ManagementCIK 0001883134
15$72.00–no_change
Virtu Financial LLCCIK 0001533964
12,282$59.00+1,876↑ INC
ROYAL BANK OF CANADACIK 0001000275
19$0.00-36↓ DEC

Top Adds (Buyers)

FilerΔ SharesValue
AdvisorShares Investments LLC↑ INC
+58,958$524.50K
Platform Technology PartnersNEW
+41,116$198.59K
JANE STREET GROUP, LLC↑ INC
+20,609$152.15K
Mariner, LLCNEW
+10,059$48.55K
UBS Group AG↑ INC
+5,527$34.95K
Virtu Financial LLC↑ INC
+1,876$59.00
OSAIC HOLDINGS, INC.↑ INC
+1,105$30.79K
JONES FINANCIAL COMPANIES LLLPNEW
+700$3.34K
WELLS FARGO & COMPANY/MNNEW
+100$477.00
Marex Group Ltd↑ INC
+32$65.05K

Top Trims (Sellers)

FilerΔ SharesValue
Tower Research Capital LLC (TRC)↓ DEC
-473$343.00
ROYAL BANK OF CANADA↓ DEC
-36$0.00
NATIONAL BANK OF CANADA /FI/↓ DEC
-4$93.00