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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

Institutions11.0%
Insiders4.0%
Institutions Count34
Institutions 11.0%Insiders 4.0%Float (Other) 85.0%
13F Filers (top 25)25Quarter 2026-03-31
Top-25 Reported Value$3.47MSum of shown holders' market value
Net Position Change10 adds · 9 trimsLargest movers this quarter

Top Holders by Value

25 shown
FilerSharesMarket ValueΔ SharesChange
MGO ONE SEVEN LLCCIK 0001731444
918,182$828.20K-2,000↓ DEC
BlackRock, Inc.CIK 0002012383
608,398$559.73K+3,272↑ INC
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119
568,154$512.48K+568,154NEW
Focus Partners WealthCIK 0001542153
496,422$456.71K–no_change
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717
302,761$273.17K-8,450↓ DEC
VANGUARD FIDUCIARY TRUST COCIK 0000933478
177,030$159.68K+177,030NEW
SUSQUEHANNA INTERNATIONAL GROUP, LLPCIK 0001446194
171,786$154.92K+33,184↑ INC
STATE STREET CORPCIK 0000093751
105,623$95.27K–no_change
SHUFRO ROSE & CO LLCCIK 0000908195
97,500$89.70K–no_change
RENAISSANCE TECHNOLOGIES LLCCIK 0001037389
68,300$62.84K-9,982↓ DEC
NORTHERN TRUST CORPCIK 0000073124
52,630$48.42K–no_change
Kingsview Wealth Management, LLCCIK 0001791965
44,950$41.35K-58,110↓ DEC
XTX Topco LtdCIK 0001828301
32,970$29.74K+11,913↑ INC
HM PAYSON & COCIK 0000928052
20,000$18.04K–no_change
FreeGulliver LLCCIK 0002032561
20,000$18.04K–no_change
GOLDMAN SACHS GROUP INCCIK 0000886982
18,506$17.03K+18,506NEW
RAYMOND JAMES FINANCIAL INCCIK 0000720005
17,880$16.45K-25,052↓ DEC
TWO SIGMA SECURITIES, LLCCIK 0001450144
15,809$14.54K-7,065↓ DEC
MERCER GLOBAL ADVISORS INC /ADVCIK 0000853758
14,000$12.88K–no_change
Focus Partners Advisor Solutions, LLCCIK 0001868872
14,091$12.82K+14,091NEW
JANE STREET GROUP, LLCCIK 0001595888
11,575$10.65K-3,516↓ DEC
Vanguard Global Advisers, LLCCIK 0001811242
11,108$10.02K+11,108NEW
Farrell Financial LLCCIK 0002031235
10,457$9.43K+10,457NEW
HB Wealth Management, LLCCIK 0001911253
10,000$9.02K–no_change
Tower Research Capital LLC (TRC)CIK 0001533421
6,055$5.57K+3,986↑ INC

Top Adds (Buyers)

FilerΔ SharesValue
VANGUARD CAPITAL MANAGEMENT LLCNEW
+568,154$512.48K
VANGUARD FIDUCIARY TRUST CONEW
+177,030$159.68K
SUSQUEHANNA INTERNATIONAL GROUP, LLP↑ INC
+33,184$154.92K
GOLDMAN SACHS GROUP INCNEW
+18,506$17.03K
Focus Partners Advisor Solutions, LLCNEW
+14,091$12.82K
XTX Topco Ltd↑ INC
+11,913$29.74K
Vanguard Global Advisers, LLCNEW
+11,108$10.02K
Farrell Financial LLCNEW
+10,457$9.43K
Tower Research Capital LLC (TRC)↑ INC
+3,986$5.57K
BlackRock, Inc.↑ INC
+3,272$559.73K

Top Trims (Sellers)

FilerΔ SharesValue
Kingsview Wealth Management, LLC↓ DEC
-58,110$41.35K
RAYMOND JAMES FINANCIAL INC↓ DEC
-25,052$16.45K
RENAISSANCE TECHNOLOGIES LLC↓ DEC
-9,982$62.84K
GEODE CAPITAL MANAGEMENT, LLC↓ DEC
-8,450$273.17K
TWO SIGMA SECURITIES, LLC↓ DEC
-7,065$14.54K
JANE STREET GROUP, LLC↓ DEC
-3,516$10.65K
MGO ONE SEVEN LLC↓ DEC
-2,000$828.20K
UBS Group AG↓ DEC
-1,828$1.08K
SBI Securities Co., Ltd.↓ DEC
-14$5.00