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Data is end-of-day, not real-time, and not investment advice

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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

Institutions1.5%
Insiders445.9%
Institutions Count8
Institutions 1.5%Insiders 445.9%Float (Other) 0.0%
13F Filers (top 25)8Quarter 2026-03-31
Top-25 Reported Value$1.06KSum of shown holders' market value
Net Position Change1 adds · 0 trimsLargest movers this quarter

Top Holders by Value

8 shown
FilerSharesMarket ValueΔ SharesChange
Rockefeller Capital Management L.P.CIK 0001739439
884$636.00–no_change
Hughes Financial Services, LLCCIK 0002054465
333$240.00–no_change
Daytona Street Capital LLCCIK 0002101936
100$80.00–no_change
Aspex Management (HK) LtdCIK 0001768375
86,666$62.00–no_change
Federation des caisses Desjardins du QuebecCIK 0002022297
22$16.00–no_change
SIGNATUREFD, LLCCIK 0001456048
16$12.00–no_change
Sound Income Strategies, LLCCIK 0001730960
13$11.00–no_change
Forum Finance Group S.A.CIK 0002133354
3,333$2.00+3,333NEW

Top Adds (Buyers)

FilerΔ SharesValue
Forum Finance Group S.A.NEW
+3,333$2.00

Top Trims (Sellers)

No trims reported this quarter.