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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

Institutions32.5%
Insiders7.4%
Institutions Count151
Institutions 32.5%Insiders 7.4%Float (Other) 60.1%
13F Filers (top 25)25Quarter 2026-03-31
Top-25 Reported Value$69.42MSum of shown holders' market value
Net Position Change10 adds · 10 trimsLargest movers this quarter

Top Holders by Value

25 shown
FilerSharesMarket ValueΔ SharesChange
EverSource Wealth Advisors, LLCCIK 0001710537
627,081$24.37M+626,654↑ INC
BlackRock, Inc.CIK 0002012383
13,414,949$10.38M+360,892↑ INC
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119
7,021,907$5.43M+7,021,907NEW
ARK Investment Management LLCCIK 0001697748
6,878,899$5.32M-142,672↓ DEC
Amova Asset Management Americas, Inc.CIK 0001480751
4,391,666$3.43M-299,054↓ DEC
Sumitomo Mitsui Trust Group, Inc.CIK 0001475365
4,391,666$3.40M-299,054↓ DEC
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717
3,835,121$2.97M-279,254↓ DEC
STATE STREET CORPCIK 0000093751
3,770,689$2.92M+207,968↑ INC
AQR CAPITAL MANAGEMENT LLCCIK 0001167557
2,392,179$1.85M+2,305,490↑ INC
SUSQUEHANNA INTERNATIONAL GROUP, LLPCIK 0001446194
1,939,968$1.50M-915,617↓ DEC
UBS Group AGCIK 0001610520
1,702,527$1.32M+253,015↑ INC
VANGUARD PORTFOLIO MANAGEMENT LLCCIK 0002100121
1,520,646$1.18M+1,520,646NEW
NORTHERN TRUST CORPCIK 0000073124
1,260,701$975.78K-947,235↓ DEC
VANGUARD FIDUCIARY TRUST COCIK 0000933478
1,117,252$864.75K+1,117,252NEW
Fosun International LtdCIK 0001447884
743,935$575.81K–no_change
CHARLES SCHWAB INVESTMENT MANAGEMENT INCCIK 0000884546
457,571$354.16K-10,603↓ DEC
Nuveen, LLCCIK 0001871926
451,367$349.36K+3,848↑ INC
GOLDMAN SACHS GROUP INCCIK 0000886982
444,177$343.79K+57,353↑ INC
Invesco Ltd.CIK 0000914208
406,690$314.78K+3,869↑ INC
XTX Topco LtdCIK 0001828301
389,254$301.28K-72,728↓ DEC
ALLIANCEBERNSTEIN L.P.CIK 0001109448
272,180$299.40K–no_change
Bank of New York Mellon CorpCIK 0001390777
383,088$296.51K-23,203↓ DEC
Knollwood Investment Advisory, LLCCIK 0001999346
300,000$232.20K–no_change
IQ EQ FUND MANAGEMENT (IRELAND) LtdCIK 0001620943
292,107$226.09K+38,212↑ INC
GROUP ONE TRADING LLCCIK 0000932540
283,981$219.80K+38,180↑ INC

Top Adds (Buyers)

FilerΔ SharesValue
VANGUARD CAPITAL MANAGEMENT LLCNEW
+7,021,907$5.43M
AQR CAPITAL MANAGEMENT LLC↑ INC
+2,305,490$1.85M
VANGUARD PORTFOLIO MANAGEMENT LLCNEW
+1,520,646$1.18M
VANGUARD FIDUCIARY TRUST CONEW
+1,117,252$864.75K
EverSource Wealth Advisors, LLC↑ INC
+626,654$24.37M
BlackRock, Inc.↑ INC
+360,892$10.38M
UBS Group AG↑ INC
+253,015$1.32M
STATE STREET CORP↑ INC
+207,968$2.92M
CIBC Bancorp USA Inc.↑ INC
+191,765$161.39K
Mariner, LLC↑ INC
+142,812$154.55K

Top Trims (Sellers)

FilerΔ SharesValue
CITADEL ADVISORS LLC↓ DEC
-3,273,551$169.93K
TWO SIGMA INVESTMENTS, LP↓ DEC
-1,331,257$40.96K
JANE STREET GROUP, LLC↓ DEC
-1,152,233$218.73K
NORTHERN TRUST CORP↓ DEC
-947,235$975.78K
SUSQUEHANNA INTERNATIONAL GROUP, LLP↓ DEC
-915,617$1.50M
Sumitomo Mitsui Trust Group, Inc.↓ DEC
-299,054$3.40M
Amova Asset Management Americas, Inc.↓ DEC
-299,054$3.43M
GEODE CAPITAL MANAGEMENT, LLC↓ DEC
-279,254$2.97M
MORGAN STANLEY↓ DEC
-270,054$100.57K
BARCLAYS PLC↓ DEC
-230,278$30.29K