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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

Institutions19.8%
Insiders22.3%
Institutions Count20
Institutions 19.8%Insiders 22.3%Float (Other) 57.9%
13F Filers (top 25)20Quarter 2026-03-31
Top-25 Reported Value$13.99MSum of shown holders' market value
Net Position Change10 adds · 0 trimsLargest movers this quarter

Top Holders by Value

20 shown
FilerSharesMarket ValueΔ SharesChange
Lynrock Lake LPCIK 0001734341
1,154,588$6.78M+1,154,588NEW
Alyeska Investment Group, L.P.CIK 0001453072
702,776$4.13M+702,776NEW
Bleichroeder LPCIK 0001781002
166,666$978.33K+166,666NEW
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717
141,780$832.61K+141,780NEW
MILLENNIUM MANAGEMENT LLCCIK 0001273087
70,144$411.75K+70,144NEW
BlackRock, Inc.CIK 0002012383
28,344$166.38K+28,344NEW
Blue Trust, Inc.CIK 0001856022
23,998$140.87K+23,998NEW
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119
21,926$128.71K+21,926NEW
OXFORD FINANCIAL GROUP, LTD. LLCCIK 0001245862
20,565$120.72K+20,565NEW
NORTHERN TRUST CORPCIK 0000073124
19,325$113.44K+19,325NEW
Veradace Capital Management LLCCIK 0001772351
18,851$110.66K+18,851NEW
FIFTH THIRD BANCORPCIK 0000035527
3,967$23.29K+3,967NEW
UBS Group AGCIK 0001610520
3,002$17.62K+3,002NEW
JNBA Financial AdvisorsCIK 0001569118
2,500$14.68K+2,500NEW
VANGUARD FIDUCIARY TRUST COCIK 0000933478
1,694$9.94K+1,694NEW
JONES FINANCIAL COMPANIES LLLPCIK 0000815917
1,594$9.90K+1,594NEW
Tower Research Capital LLC (TRC)CIK 0001533421
1,360$7.98K+1,360NEW
OSAIC HOLDINGS, INC.CIK 0001677044
271$1.59K+271NEW
Steward Partners Investment Advisory, LLCCIK 0001723397
229$1.34K+229NEW
ROYAL BANK OF CANADACIK 0001000275
44$0.00+44NEW

Top Adds (Buyers)

FilerΔ SharesValue
Lynrock Lake LPNEW
+1,154,588$6.78M
Alyeska Investment Group, L.P.NEW
+702,776$4.13M
Bleichroeder LPNEW
+166,666$978.33K
GEODE CAPITAL MANAGEMENT, LLCNEW
+141,780$832.61K
MILLENNIUM MANAGEMENT LLCNEW
+70,144$411.75K
BlackRock, Inc.NEW
+28,344$166.38K
Blue Trust, Inc.NEW
+23,998$140.87K
VANGUARD CAPITAL MANAGEMENT LLCNEW
+21,926$128.71K
OXFORD FINANCIAL GROUP, LTD. LLCNEW
+20,565$120.72K
NORTHERN TRUST CORPNEW
+19,325$113.44K

Top Trims (Sellers)

No trims reported this quarter.