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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

Institutions0.8%
Insiders124.5%
Institutions Count25
Institutions 0.8%Insiders 124.5%Float (Other) 0.0%
13F Filers (top 25)25Quarter 2026-03-31
Top-25 Reported Value$7.79MSum of shown holders' market value
Net Position Change10 adds · 3 trimsLargest movers this quarter

Top Holders by Value

25 shown
FilerSharesMarket ValueΔ SharesChange
Hood River Capital Management LLCCIK 0001578177
833,333$4.17M+833,333NEW
UBS Group AGCIK 0001610520
155,541$777.71K-35,615↓ DEC
JNBA Financial AdvisorsCIK 0001569118
116,937$584.68K+29,234↑ INC
Eversept Partners, LPCIK 0001697013
110,157$550.78K+34,799↑ INC
Inspire Investing, LLCCIK 0001670139
104,624$523.12K+21,851↑ INC
AlphaCentric Advisors LLCCIK 0001913464
50,000$250.00K–no_change
Forum Financial Management, LPCIK 0001911832
38,469$192.34K–no_change
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717
36,276$181.38K+6,227↑ INC
AlTi Global, Inc.CIK 0001838615
20,555$102.78K–no_change
Mariner, LLCCIK 0001373442
18,657$93.28K+3,582↑ INC
IFC & Insurance Marketing, Inc.CIK 0002095709
16,730$83.65K+5,400↑ INC
STATE STREET CORPCIK 0000093751
15,586$77.93K-1,064↓ DEC
PNC FINANCIAL SERVICES GROUP, INC.CIK 0000713676
13,627$68.14K–no_change
GOLDMAN SACHS GROUP INCCIK 0000886982
10,601$53.01K-1,353↓ DEC
MILLENNIUM MANAGEMENT LLCCIK 0001273087
10,226$51.13K+10,226NEW
MORGAN STANLEYCIK 0000895421
3,000$15.00K–no_change
NFSG CorpCIK 0001879757
1,316$6.58K+86↑ INC
Steward Partners Investment Advisory, LLCCIK 0001723397
1,100$5.50K–no_change
JONES FINANCIAL COMPANIES LLLPCIK 0000815917
376$1.85K+376NEW
WELLS FARGO & COMPANY/MNCIK 0000072971
260$1.30K–no_change
ROYAL BANK OF CANADACIK 0001000275
250$1.00K+184↑ INC
Kilter Group LLCCIK 0002058915
135$675.00+135NEW
Handelsbanken Fonder ABCIK 0001398318
120,000$600.00–no_change
OSAIC HOLDINGS, INC.CIK 0001677044
10$50.00–no_change
Avion WealthCIK 0001792704
250$1.00+250NEW

Top Adds (Buyers)

FilerΔ SharesValue
Hood River Capital Management LLCNEW
+833,333$4.17M
Eversept Partners, LP↑ INC
+34,799$550.78K
JNBA Financial Advisors↑ INC
+29,234$584.68K
Inspire Investing, LLC↑ INC
+21,851$523.12K
MILLENNIUM MANAGEMENT LLCNEW
+10,226$51.13K
GEODE CAPITAL MANAGEMENT, LLC↑ INC
+6,227$181.38K
IFC & Insurance Marketing, Inc.↑ INC
+5,400$83.65K
Mariner, LLC↑ INC
+3,582$93.28K
JONES FINANCIAL COMPANIES LLLPNEW
+376$1.85K
Avion WealthNEW
+250$1.00

Top Trims (Sellers)

FilerΔ SharesValue
UBS Group AG↓ DEC
-35,615$777.71K
GOLDMAN SACHS GROUP INC↓ DEC
-1,353$53.01K
STATE STREET CORP↓ DEC
-1,064$77.93K