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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

Institutions4.2%
Insiders56.6%
Institutions Count16
Institutions 4.2%Insiders 56.6%Float (Other) 39.2%
13F Filers (top 25)16Quarter 2026-03-31
Top-25 Reported Value$160.01KSum of shown holders' market value
Net Position Change10 adds · 3 trimsLargest movers this quarter

Top Holders by Value

16 shown
FilerSharesMarket ValueΔ SharesChange
Summit Trail Advisors, LLCCIK 0001698478
100,000$35.92K+100,000NEW
Phraction Management LLCCIK 0001907803
70,000$25.15K+70,000NEW
Lifetime Wealth Management P.C.CIK 0002116339
66,050$23.73K–no_change
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717
57,437$20.63K+43,509↑ INC
UBS Group AGCIK 0001610520
53,111$19.07K+38,016↑ INC
CHOREO, LLCCIK 0001679031
34,027$12.22K-146↓ DEC
TRUIST FINANCIAL CORPCIK 0000092230
32,819$11.79K+32,819NEW
CITADEL ADVISORS LLCCIK 0001423053
16,585$5.96K-9,967↓ DEC
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119
10,934$3.92K+10,934NEW
Tower Research Capital LLC (TRC)CIK 0001533421
4,019$1.44K-2↓ DEC
Vanguard Global Advisers, LLCCIK 0001811242
152$55.00+152NEW
HRT FINANCIAL LPCIK 0001475597
134,456$48.00+110,168↑ INC
Virtu Financial LLCCIK 0001533964
100,185$36.00+100,185NEW
SBI Securities Co., Ltd.CIK 0001851815
73$26.00+1↑ INC
Delos Wealth Advisors, LLCCIK 0001878326
16$6.00–no_change
CITIGROUP INCCIK 0000831001
1$0.00–no_change

Top Adds (Buyers)

FilerΔ SharesValue
HRT FINANCIAL LP↑ INC
+110,168$48.00
Virtu Financial LLCNEW
+100,185$36.00
Summit Trail Advisors, LLCNEW
+100,000$35.92K
Phraction Management LLCNEW
+70,000$25.15K
GEODE CAPITAL MANAGEMENT, LLC↑ INC
+43,509$20.63K
UBS Group AG↑ INC
+38,016$19.07K
TRUIST FINANCIAL CORPNEW
+32,819$11.79K
VANGUARD CAPITAL MANAGEMENT LLCNEW
+10,934$3.92K
Vanguard Global Advisers, LLCNEW
+152$55.00
SBI Securities Co., Ltd.↑ INC
+1$26.00

Top Trims (Sellers)

FilerΔ SharesValue
CITADEL ADVISORS LLC↓ DEC
-9,967$5.96K
CHOREO, LLC↓ DEC
-146$12.22K
Tower Research Capital LLC (TRC)↓ DEC
-2$1.44K