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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

Institutions3.9%
Insiders21.8%
Institutions Count56
Institutions 3.9%Insiders 21.8%Float (Other) 74.4%
13F Filers (top 25)25Quarter 2026-03-31
Top-25 Reported Value$4.54MSum of shown holders' market value
Net Position Change10 adds · 7 trimsLargest movers this quarter

Top Holders by Value

25 shown
FilerSharesMarket ValueΔ SharesChange
BlackRock, Inc.CIK 0002012383
2,418,531$883.97K+635,352↑ INC
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717
2,116,233$773.77K+941,778↑ INC
UBS Group AGCIK 0001610520
1,450,609$529.47K+1,446,089↑ INC
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119
1,391,135$509.15K+1,391,135NEW
STATE STREET CORPCIK 0000093751
970,748$354.81K+714,300↑ INC
JANE STREET GROUP, LLCCIK 0001595888
874,462$319.62K+719,394↑ INC
VANGUARD FIDUCIARY TRUST COCIK 0000933478
689,974$252.53K+689,974NEW
NORTHERN TRUST CORPCIK 0000073124
421,210$153.95K+144,435↑ INC
GOLDMAN SACHS GROUP INCCIK 0000886982
348,647$127.43K+227,858↑ INC
VANGUARD PORTFOLIO MANAGEMENT LLCCIK 0002100121
278,731$102.02K+278,731NEW
DEUTSCHE BANK AG\CIK 0000948046
189,577$70.14K-9,947↓ DEC
Simplify Asset Management Inc.CIK 0001846368
188,857$69.03K+188,857NEW
J. Derek Lewis & Associates Inc.CIK 0002077884
234,940$64.14K–no_change
WELLINGTON MANAGEMENT GROUP LLPCIK 0000902219
163,695$59.83K+35,429↑ INC
Callan Family Office, LLCCIK 0001938970
143,796$52.56K+143,796NEW
CITIGROUP INCCIK 0000831001
118,974$43.48K+118,122↑ INC
CHARLES SCHWAB INVESTMENT MANAGEMENT INCCIK 0000884546
89,675$32.78K–no_change
COMMONWEALTH EQUITY SERVICES, LLCCIK 0000312272
60,000$21.93K+47,648↑ INC
JPMORGAN CHASE & COCIK 0000019617
51,436$19.89K+19,017↑ INC
FMR LLCCIK 0000315066
49,450$18.07K+10,230↑ INC
Bank of New York Mellon CorpCIK 0001390777
49,035$17.92K–no_change
BANK OF AMERICA CORP /DE/CIK 0000070858
45,979$16.78K+21,527↑ INC
Nuveen, LLCCIK 0001871926
42,465$15.52K–no_change
RHUMBLINE ADVISERSCIK 0001115418
40,184$14.70K+9,953↑ INC
StoneX Group Inc.CIK 0000913760
40,005$14.62K+40,005NEW

Top Adds (Buyers)

FilerΔ SharesValue
UBS Group AG↑ INC
+1,446,089$529.47K
VANGUARD CAPITAL MANAGEMENT LLCNEW
+1,391,135$509.15K
GEODE CAPITAL MANAGEMENT, LLC↑ INC
+941,778$773.77K
JANE STREET GROUP, LLC↑ INC
+719,394$319.62K
STATE STREET CORP↑ INC
+714,300$354.81K
VANGUARD FIDUCIARY TRUST CONEW
+689,974$252.53K
BlackRock, Inc.↑ INC
+635,352$883.97K
VANGUARD PORTFOLIO MANAGEMENT LLCNEW
+278,731$102.02K
GOLDMAN SACHS GROUP INC↑ INC
+227,858$127.43K
Simplify Asset Management Inc.NEW
+188,857$69.03K

Top Trims (Sellers)

FilerΔ SharesValue
MORGAN STANLEY↓ DEC
-378,749$8.66K
BARCLAYS PLC↓ DEC
-44,326$5.64K
DEUTSCHE BANK AG\↓ DEC
-9,947$70.14K
Abel Hall, LLC↓ DEC
-3,227$10.02K
AQR CAPITAL MANAGEMENT LLC↓ DEC
-925$5.55K
Sterling Capital Management LLC↓ DEC
-498$401.00
CWM, LLC↓ DEC
-86$273.00