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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

Institutions68.5%
Insiders11.0%
Institutions Count55
Institutions 68.5%Insiders 11.0%Float (Other) 20.5%
13F Filers (top 25)25Quarter 2026-03-31
Top-25 Reported Value$39.70MSum of shown holders' market value
Net Position Change10 adds · 10 trimsLargest movers this quarter

Top Holders by Value

25 shown
FilerSharesMarket ValueΔ SharesChange
BAKER BROS. ADVISORS LPCIK 0001263508
5,498,170$11.16M–no_change
Whetstone Capital Advisors, LLCCIK 0001607278
3,306,889$6.71M-152,824↓ DEC
Aberdeen Group plcCIK 0001716774
2,550,775$5.18M+271,076↑ INC
PSP Research LLCCIK 0002106939
2,396,685$4.87M+2,396,685NEW
Vivo Capital, LLCCIK 0001674712
1,650,440$3.35M–no_change
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119
1,204,115$2.44M+1,204,115NEW
CAPTRUST FINANCIAL ADVISORSCIK 0001512024
536,761$1.09M-5↓ DEC
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717
363,617$738.51K+28,978↑ INC
SANDERS MORRIS HARRIS LLCCIK 0001053994
314,950$639.35K+51,350↑ INC
CITADEL ADVISORS LLCCIK 0001423053
263,709$535.33K-443,905↓ DEC
AWM Investment Company, Inc.CIK 0001535264
207,382$420.99K–no_change
BlackRock, Inc.CIK 0002012383
196,105$398.09K+9,354↑ INC
VANGUARD FIDUCIARY TRUST COCIK 0000933478
169,661$344.41K+169,661NEW
STATE STREET CORPCIK 0000093751
124,792$253.33K–no_change
MORGAN STANLEYCIK 0000895421
105,017$213.18K+24,049↑ INC
NORTHERN TRUST CORPCIK 0000073124
96,535$195.97K–no_change
SEGALL BRYANT & HAMILL, LLCCIK 0001006378
100,000$193.00K+90,000↑ INC
MILLENNIUM MANAGEMENT LLCCIK 0001273087
91,504$185.75K-21,674↓ DEC
Perigon Wealth Management, LLCCIK 0001575239
72,685$147.55K–no_change
Bank of New York Mellon CorpCIK 0001390777
60,927$123.68K-14,340↓ DEC
Requisite Capital Management, LLCCIK 0001730573
55,648$112.97K–no_change
JANE STREET GROUP, LLCCIK 0001595888
53,908$109.43K-14,918↓ DEC
Ballentine Partners, LLCCIK 0001374889
49,664$100.82K–no_change
BRIDGEWAY CAPITAL MANAGEMENT, LLCCIK 0001107261
45,705$92.78K–no_change
Twelve Points Wealth Management LLCCIK 0001877090
43,388$88.08K–no_change

Top Adds (Buyers)

FilerΔ SharesValue
PSP Research LLCNEW
+2,396,685$4.87M
VANGUARD CAPITAL MANAGEMENT LLCNEW
+1,204,115$2.44M
Aberdeen Group plc↑ INC
+271,076$5.18M
VANGUARD FIDUCIARY TRUST CONEW
+169,661$344.41K
SEGALL BRYANT & HAMILL, LLC↑ INC
+90,000$193.00K
SANDERS MORRIS HARRIS LLC↑ INC
+51,350$639.35K
GEODE CAPITAL MANAGEMENT, LLC↑ INC
+28,978$738.51K
MORGAN STANLEY↑ INC
+24,049$213.18K
Catalyst Funds Management Pty LtdNEW
+23,564$47.84K
Arkadios Wealth AdvisorsNEW
+12,400$25.17K

Top Trims (Sellers)

FilerΔ SharesValue
CITADEL ADVISORS LLC↓ DEC
-443,905$535.33K
Whetstone Capital Advisors, LLC↓ DEC
-152,824$6.71M
MILLENNIUM MANAGEMENT LLC↓ DEC
-21,674$185.75K
JANE STREET GROUP, LLC↓ DEC
-14,918$109.43K
Bank of New York Mellon Corp↓ DEC
-14,340$123.68K
UBS Group AG↓ DEC
-10,326$30.18K
GOLDMAN SACHS GROUP INC↓ DEC
-10,127$37.50K
Qube Research & Technologies Ltd↓ DEC
-9,065$40.43K
FMR LLC↓ DEC
-8,272$13.34K
Squarepoint Ops LLC↓ DEC
-4,894$63.80K