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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

Institutions–
Insiders–
Institutions Count34
Institutions –Insiders –Float (Other) 100.0%
13F Filers (top 25)25Quarter 2026-03-31
Top-25 Reported Value$25.49MSum of shown holders' market value
Net Position Change10 adds · 8 trimsLargest movers this quarter

Top Holders by Value

25 shown
FilerSharesMarket ValueΔ SharesChange
ABSOLUTE INVESTMENT ADVISERS, LLCCIK 0001316187
99,777$4.44M+24,497↑ INC
LPL Financial LLCCIK 0001403438
77,920$3.47M+3,713↑ INC
OSAIC HOLDINGS, INC.CIK 0001677044
51,372$2.29M+14,580↑ INC
MORGAN STANLEYCIK 0000895421
51,102$2.27M-21,083↓ DEC
Summit Financial, LLCCIK 0001765536
49,740$2.21M-1,127↓ DEC
NWF Advisory Services Inc.CIK 0002045735
32,160$1.43M+16,620↑ INC
Quarry LPCIK 0001965207
26,001$1.16M+10,696↑ INC
Focus Financial Network, Inc.CIK 0002010942
19,449$865.29K+7,347↑ INC
STIFEL FINANCIAL CORPCIK 0000720672
19,370$861.77K-958↓ DEC
UBS Group AGCIK 0001610520
17,506$778.84K+2,150↑ INC
JANE STREET GROUP, LLCCIK 0001595888
13,957$620.95K+7,233↑ INC
CoreCap Advisors, LLCCIK 0001902501
13,150$585.04K+11,200↑ INC
ROYAL BANK OF CANADACIK 0001000275
12,094$538.00K-350↓ DEC
COMMONWEALTH EQUITY SERVICES, LLCCIK 0000312272
11,858$527.57K+1,301↑ INC
Invesco Ltd.CIK 0000914208
10,721$476.98K+10,721NEW
Baird Financial Group, Inc.CIK 0001648711
9,783$435.25K+3,964↑ INC
Stratos Wealth Advisors, LLCCIK 0001707202
9,285$413.09K–no_change
Private Advisor Group, LLCCIK 0001567755
8,856$394.00K+1,900↑ INC
Total Wealth Planning & Management, Inc.CIK 0002058383
8,157$362.90K+8,157NEW
XTX Topco LtdCIK 0001828301
7,801$347.07K+7,801NEW
Symphony Financial Services, Inc.CIK 0002031979
5,672$252.33K+378↑ INC
SUSQUEHANNA INTERNATIONAL GROUP, LLPCIK 0001446194
5,334$237.31K-505↓ DEC
OneDigital Investment Advisors LLCCIK 0001690370
5,000$222.45K+5,000NEW
WOLVERINE ASSET MANAGEMENT LLCCIK 0001279891
3,835$170.62K-2,867↓ DEC
Colonial Trust Co / SCCIK 0001954093
3,148$140.06K–no_change

Top Adds (Buyers)

FilerΔ SharesValue
ABSOLUTE INVESTMENT ADVISERS, LLC↑ INC
+24,497$4.44M
NWF Advisory Services Inc.↑ INC
+16,620$1.43M
OSAIC HOLDINGS, INC.↑ INC
+14,580$2.29M
CoreCap Advisors, LLC↑ INC
+11,200$585.04K
Invesco Ltd.NEW
+10,721$476.98K
Quarry LP↑ INC
+10,696$1.16M
Total Wealth Planning & Management, Inc.NEW
+8,157$362.90K
XTX Topco LtdNEW
+7,801$347.07K
Focus Financial Network, Inc.↑ INC
+7,347$865.29K
JANE STREET GROUP, LLC↑ INC
+7,233$620.95K

Top Trims (Sellers)

FilerΔ SharesValue
MORGAN STANLEY↓ DEC
-21,083$2.27M
WOLVERINE ASSET MANAGEMENT LLC↓ DEC
-2,867$170.62K
Virtu Financial LLC↓ DEC
-2,208$356.00
Summit Financial, LLC↓ DEC
-1,127$2.21M
STIFEL FINANCIAL CORP↓ DEC
-958$861.77K
SUSQUEHANNA INTERNATIONAL GROUP, LLP↓ DEC
-505$237.31K
ROYAL BANK OF CANADA↓ DEC
-350$538.00K
WELLS FARGO & COMPANY/MNsold_all
-1$17.00