Stockfacts
Use CasesDocsPricing
Log inSign up free
OverviewFinancialsTrendsTranscriptsOptionsInstitutionsInsidersCorporate ActionsSEC Filings
Stockfacts

EOD US-equity data for investors and AI agents

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

Use CasesDashboard

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

Institutions9.8%
Insiders52.7%
Institutions Count24
Institutions 9.8%Insiders 52.7%Float (Other) 37.4%
13F Filers (top 25)24Quarter 2026-03-31
Top-25 Reported Value$2.86MSum of shown holders' market value
Net Position Change10 adds · 1 trimsLargest movers this quarter

Top Holders by Value

24 shown
FilerSharesMarket ValueΔ SharesChange
Sio Capital Management, LLCCIK 0001482416
1,000,000$1.94M+1,000,000NEW
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119
159,136$308.72K+159,136NEW
Waverly Advisors, LLCCIK 0001568787
67,492$130.93K–no_change
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717
64,973$126.05K+34,564↑ INC
BlackRock, Inc.CIK 0002012383
58,264$113.03K+41,015↑ INC
JANE STREET GROUP, LLCCIK 0001595888
39,653$76.93K+39,653NEW
Keel Point, LLCCIK 0001386935
21,508$41.73K+3,734↑ INC
VANGUARD FIDUCIARY TRUST COCIK 0000933478
20,009$38.82K+20,009NEW
Avidian Wealth Enterprises, LLCCIK 0001471474
18,800$36.47K+18,800NEW
STATE STREET CORPCIK 0000093751
12,758$24.75K–no_change
Caitong International Asset Management Co., LtdCIK 0001963355
3,982$7.72K+3,982NEW
WELLS FARGO & COMPANY/MNCIK 0000072971
3,606$7.00K+2↑ INC
OSAIC HOLDINGS, INC.CIK 0001677044
1,001$1.94K+999↑ INC
Tower Research Capital LLC (TRC)CIK 0001533421
843$1.64K+394↑ INC
Vanguard Global Advisers, LLCCIK 0001811242
368$714.00+368NEW
Piscataqua Savings BankCIK 0001855835
28$54.00–no_change
MORGAN STANLEYCIK 0000895421
8$16.00–no_change
Pacifica Partners Inc.CIK 0001799900
8$16.00–no_change
ALBION FINANCIAL GROUP /UTCIK 0001054677
8$16.00–no_change
UBS Group AGCIK 0001610520
5$10.00-428↓ DEC
Rockefeller Capital Management L.P.CIK 0001739439
2$4.00–no_change
BNP PARIBAS FINANCIAL MARKETSCIK 0001166588
2$4.00–no_change
Farther Finance Advisors, LLCCIK 0001992825
1$2.00+1NEW
Federation des caisses Desjardins du QuebecCIK 0002022297
1$2.00+1NEW

Top Adds (Buyers)

FilerΔ SharesValue
Sio Capital Management, LLCNEW
+1,000,000$1.94M
VANGUARD CAPITAL MANAGEMENT LLCNEW
+159,136$308.72K
BlackRock, Inc.↑ INC
+41,015$113.03K
JANE STREET GROUP, LLCNEW
+39,653$76.93K
GEODE CAPITAL MANAGEMENT, LLC↑ INC
+34,564$126.05K
VANGUARD FIDUCIARY TRUST CONEW
+20,009$38.82K
Avidian Wealth Enterprises, LLCNEW
+18,800$36.47K
Caitong International Asset Management Co., LtdNEW
+3,982$7.72K
Keel Point, LLC↑ INC
+3,734$41.73K
OSAIC HOLDINGS, INC.↑ INC
+999$1.94K

Top Trims (Sellers)

FilerΔ SharesValue
UBS Group AG↓ DEC
-428$10.00