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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

Institutions35.4%
Insiders0.0%
Institutions Count87
Institutions 35.4%Insiders 0.0%Float (Other) 64.6%
13F Filers (top 25)25Quarter 2026-03-31
Top-25 Reported Value$73.56MSum of shown holders' market value
Net Position Change10 adds · 10 trimsLargest movers this quarter

Top Holders by Value

25 shown
FilerSharesMarket ValueΔ SharesChange
HORIZON KINETICS ASSET MANAGEMENT LLCCIK 0001056823
6,978,841$33.57M+747,697↑ INC
MORGAN STANLEYCIK 0000895421
1,618,089$7.78M+461,185↑ INC
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.CIK 0001238990
939,225$4.52M+239,225↑ INC
CANNELL CAPITAL LLCCIK 0001058854
909,463$4.37M+73,664↑ INC
Ashton Thomas Private Wealth, LLCCIK 0002019663
867,711$4.17M+97,487↑ INC
Moors & Cabot, Inc.CIK 0001607239
851,880$4.10M+115,580↑ INC
MARSHALL WACE, LLPCIK 0001318757
393,635$1.89M+363,285↑ INC
LPL Financial LLCCIK 0001403438
380,209$1.83M-26,907↓ DEC
MCDANIEL TERRY & COCIK 0001104366
318,076$1.53M+147,788↑ INC
RAYMOND JAMES FINANCIAL INCCIK 0000720005
293,512$1.41M-52,600↓ DEC
CITADEL ADVISORS LLCCIK 0001423053
274,744$1.32M-90,831↓ DEC
SUSQUEHANNA INTERNATIONAL GROUP, LLPCIK 0001446194
229,412$1.10M+9,311↑ INC
Mraz, Amerine & Associates, Inc.CIK 0001542324
184,236$884.33K–no_change
KINGSWOOD WEALTH ADVISORS, LLCCIK 0001987855
165,950$796.56K-26,000↓ DEC
Pingora Partners LLCCIK 0002011176
135,057$648.27K–no_change
Beacon Pointe Advisors, LLCCIK 0001744317
118,334$568.01K+101,334↑ INC
XTX Topco LtdCIK 0001828301
95,890$461.23K+14,168↑ INC
OSAIC HOLDINGS, INC.CIK 0001677044
88,250$424.47K+63,052↑ INC
JANE STREET GROUP, LLCCIK 0001595888
86,240$414.81K+33,113↑ INC
WELLS FARGO & COMPANY/MNCIK 0000072971
74,424$357.98K-238↓ DEC
ROYAL BANK OF CANADACIK 0001000275
70,600$340.00K+1,678↑ INC
Delta Investment Management, LLCCIK 0001757043
57,446$275.74K-7,119↓ DEC
Pekin Hardy Strauss, Inc.CIK 0001020317
56,750$272.97K+3,000↑ INC
TWO SIGMA INVESTMENTS, LPCIK 0001179392
53,840$258.97K+6,192↑ INC
Greenfield Seitz Capital Management, LLCCIK 0002097528
53,100$255.41K–no_change

Top Adds (Buyers)

FilerΔ SharesValue
HORIZON KINETICS ASSET MANAGEMENT LLC↑ INC
+747,697$33.57M
MORGAN STANLEY↑ INC
+461,185$7.78M
MARSHALL WACE, LLP↑ INC
+363,285$1.89M
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.↑ INC
+239,225$4.52M
MCDANIEL TERRY & CO↑ INC
+147,788$1.53M
Moors & Cabot, Inc.↑ INC
+115,580$4.10M
Beacon Pointe Advisors, LLC↑ INC
+101,334$568.01K
Ashton Thomas Private Wealth, LLC↑ INC
+97,487$4.17M
CANNELL CAPITAL LLC↑ INC
+73,664$4.37M
OSAIC HOLDINGS, INC.↑ INC
+63,052$424.47K

Top Trims (Sellers)

FilerΔ SharesValue
CITADEL ADVISORS LLC↓ DEC
-90,831$1.32M
RAYMOND JAMES FINANCIAL INC↓ DEC
-52,600$1.41M
LPL Financial LLC↓ DEC
-26,907$1.83M
KINGSWOOD WEALTH ADVISORS, LLC↓ DEC
-26,000$796.56K
Delta Investment Management, LLC↓ DEC
-7,119$275.74K
GROUP ONE TRADING LLC↓ DEC
-5,695$22.57K
SIMPLEX TRADING, LLC↓ DEC
-4,041$31.22K
Quadrature Capital Ltd↓ DEC
-3,902$94.53K
Morse Asset Management, Inc↓ DEC
-2,990$6.77K
CWM, LLC↓ DEC
-1,000$200.00