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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%
Insiders4.0%
Institutions Count77
Institutions 100.0%Insiders 4.0%Float (Other) 0.0%
13F Filers (top 25)25Quarter 2026-03-31
Top-25 Reported Value$224.62MSum of shown holders' market value
Net Position Change10 adds · 10 trimsLargest movers this quarter

Top Holders by Value

25 shown
FilerSharesMarket ValueΔ SharesChange
ORBIMED ADVISORS LLCCIK 0001055951
82,010,995$196.96M+82,010,995NEW
EverSource Wealth Advisors, LLCCIK 0001710537
102,251$9.70M+102,175↑ INC
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119
1,335,152$4.94M+1,335,152NEW
BlackRock, Inc.CIK 0002012383
1,133,126$4.19M+53,427↑ INC
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717
542,974$2.01M+63,789↑ INC
STATE STREET CORPCIK 0000093751
429,022$1.59M+10,691↑ INC
VANGUARD FIDUCIARY TRUST COCIK 0000933478
193,436$715.71K+193,436NEW
NORTHERN TRUST CORPCIK 0000073124
183,181$677.77K+19,778↑ INC
MORGAN STANLEYCIK 0000895421
157,621$583.20K+7,906↑ INC
Divisadero Street Capital Management, LPCIK 0001901865
100,000$370.00K–no_change
GOLDMAN SACHS GROUP INCCIK 0000886982
99,845$369.43K+19,232↑ INC
AQR CAPITAL MANAGEMENT LLCCIK 0001167557
94,361$349.14K-7,131↓ DEC
VANGUARD PORTFOLIO MANAGEMENT LLCCIK 0002100121
82,301$304.51K+82,301NEW
UBS Group AGCIK 0001610520
62,454$231.08K-27,855↓ DEC
BANK OF AMERICA CORP /DE/CIK 0000070858
62,128$229.87K+36,799↑ INC
MARSHALL WACE, LLPCIK 0001318757
52,562$194.48K+9,755↑ INC
STRS OHIOCIK 0000820478
47,700$176.49K–no_change
CHARLES SCHWAB INVESTMENT MANAGEMENT INCCIK 0000884546
46,306$171.33K+51↑ INC
Nuveen, LLCCIK 0001871926
42,389$156.84K+427↑ INC
THOMPSON DAVIS & CO., INC.CIK 0001017284
39,050$144.49K+39,050NEW
DEUTSCHE BANK AG\CIK 0000948046
31,732$117.41K+23,836↑ INC
BRIDGEWAY CAPITAL MANAGEMENT, LLCCIK 0001107261
30,404$112.50K-87,600↓ DEC
Bank of New York Mellon CorpCIK 0001390777
29,863$110.49K+1↑ INC
AMERIPRISE FINANCIAL INCCIK 0000820027
28,754$106.39K-368↓ DEC
FMR LLCCIK 0000315066
28,636$105.95K+25,981↑ INC

Top Adds (Buyers)

FilerΔ SharesValue
ORBIMED ADVISORS LLCNEW
+82,010,995$196.96M
VANGUARD CAPITAL MANAGEMENT LLCNEW
+1,335,152$4.94M
VANGUARD FIDUCIARY TRUST CONEW
+193,436$715.71K
EverSource Wealth Advisors, LLC↑ INC
+102,175$9.70M
VANGUARD PORTFOLIO MANAGEMENT LLCNEW
+82,301$304.51K
GEODE CAPITAL MANAGEMENT, LLC↑ INC
+63,789$2.01M
BlackRock, Inc.↑ INC
+53,427$4.19M
THOMPSON DAVIS & CO., INC.NEW
+39,050$144.49K
BANK OF AMERICA CORP /DE/↑ INC
+36,799$229.87K
FMR LLC↑ INC
+25,981$105.95K

Top Trims (Sellers)

FilerΔ SharesValue
BRIDGEWAY CAPITAL MANAGEMENT, LLC↓ DEC
-87,600$112.50K
CITADEL ADVISORS LLC↓ DEC
-52,766$94.81K
UBS Group AG↓ DEC
-27,855$231.08K
Quantinno Capital Management LP↓ DEC
-19,000$83.19K
BARCLAYS PLC↓ DEC
-16,393$9.92K
SUSQUEHANNA INTERNATIONAL GROUP, LLP↓ DEC
-15,493$72.89K
WELLS FARGO & COMPANY/MN↓ DEC
-11,548$26.95K
GABELLI FUNDS LLC↓ DEC
-11,500$55.50K
AQR CAPITAL MANAGEMENT LLC↓ DEC
-7,131$349.14K
Farther Finance Advisors, LLC↓ DEC
-6,281$38.00