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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

Institutions5.3%
Insiders46.0%
Institutions Count48
Institutions 5.3%Insiders 46.0%Float (Other) 48.7%
13F Filers (top 25)25Quarter 2026-03-31
Top-25 Reported Value$3.51MSum of shown holders' market value
Net Position Change10 adds · 8 trimsLargest movers this quarter

Top Holders by Value

25 shown
FilerSharesMarket ValueΔ SharesChange
BlackRock, Inc.CIK 0002012383
1,068,749$1.01M-17,902↓ DEC
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119
811,711$770.31K+811,711NEW
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717
451,529$428.37K+745↑ INC
STATE STREET CORPCIK 0000093751
408,987$387.96K–no_change
MORGAN STANLEYCIK 0000895421
194,782$184.77K+159,494↑ INC
NORTHERN TRUST CORPCIK 0000073124
137,515$130.45K+18,143↑ INC
VANGUARD FIDUCIARY TRUST COCIK 0000933478
123,006$116.73K+123,006NEW
VANGUARD PORTFOLIO MANAGEMENT LLCCIK 0002100121
112,410$106.68K+112,410NEW
CHARLES SCHWAB INVESTMENT MANAGEMENT INCCIK 0000884546
47,387$44.95K–no_change
Bank of New York Mellon CorpCIK 0001390777
44,073$41.81K–no_change
ZACKS INVESTMENT MANAGEMENTCIK 0001086483
37,955$36.00K–no_change
WEALTH ENHANCEMENT ADVISORY SERVICES, LLCCIK 0001632972
22,280$31.19K+257↑ INC
GOLDMAN SACHS GROUP INCCIK 0000886982
27,624$26.20K+8,910↑ INC
DEUTSCHE BANK AG\CIK 0000948046
24,720$23.48K–no_change
Nuveen, LLCCIK 0001871926
24,334$23.08K–no_change
BARCLAYS PLCCIK 0000312069
23,582$22.37K-25,162↓ DEC
NEW YORK STATE COMMON RETIREMENT FUNDCIK 0000810265
21,800$20.68K–no_change
Pathstone Holdings, LLCCIK 0002011612
20,000$18.97K–no_change
BANK OF AMERICA CORP /DE/CIK 0000070858
14,684$13.92K+3,027↑ INC
SUSQUEHANNA INTERNATIONAL GROUP, LLPCIK 0001446194
13,958$13.24K-8,988↓ DEC
RHUMBLINE ADVISERSCIK 0001115418
13,167$12.49K-4,110↓ DEC
UBS Group AGCIK 0001610520
12,818$12.16K-3,620↓ DEC
Tower Research Capital LLC (TRC)CIK 0001533421
11,927$11.31K+6,056↑ INC
EverSource Wealth Advisors, LLCCIK 0001710537
87$9.99K+87NEW
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.CIK 0001705339
9,281$8.80K+204↑ INC

Top Adds (Buyers)

FilerΔ SharesValue
VANGUARD CAPITAL MANAGEMENT LLCNEW
+811,711$770.31K
MORGAN STANLEY↑ INC
+159,494$184.77K
VANGUARD FIDUCIARY TRUST CONEW
+123,006$116.73K
VANGUARD PORTFOLIO MANAGEMENT LLCNEW
+112,410$106.68K
NORTHERN TRUST CORP↑ INC
+18,143$130.45K
GOLDMAN SACHS GROUP INC↑ INC
+8,910$26.20K
Tower Research Capital LLC (TRC)↑ INC
+6,056$11.31K
BANK OF AMERICA CORP /DE/↑ INC
+3,027$13.92K
ROYAL BANK OF CANADA↑ INC
+2,281$4.00K
FMR LLC↑ INC
+1,364$2.17K

Top Trims (Sellers)

FilerΔ SharesValue
BARCLAYS PLC↓ DEC
-25,162$22.37K
BlackRock, Inc.↓ DEC
-17,902$1.01M
WELLS FARGO & COMPANY/MN↓ DEC
-13,743$6.67K
SUSQUEHANNA INTERNATIONAL GROUP, LLP↓ DEC
-8,988$13.24K
RHUMBLINE ADVISERS↓ DEC
-4,110$12.49K
UBS Group AG↓ DEC
-3,620$12.16K
JPMORGAN CHASE & CO↓ DEC
-2,247$7.39K
Legal & General Group Plc↓ DEC
-385$1.62K