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Data is end-of-day, not real-time, and not investment advice

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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

Institutions0.0%
Insiders6.3%
Institutions Count4
Institutions 0.0%Insiders 6.3%Float (Other) 93.7%
13F Filers (top 25)4Quarter 2026-03-31
Top-25 Reported Value$5.89MSum of shown holders' market value
Net Position Change1 adds · 1 trimsLargest movers this quarter

Top Holders by Value

4 shown
FilerSharesMarket ValueΔ SharesChange
L & S Advisors IncCIK 0001392364
12,445$4.88M-18,056↓ DEC
PARTNERS CAPITAL INVESTMENT GROUP, LLPCIK 0001694870
2,254$883.03K–no_change
Ancora Advisors LLCCIK 0001446114
326$127.71K–no_change
BERKSHIRE CAPITAL HOLDINGS INCCIK 0001133742
10$3.92K+10NEW

Top Adds (Buyers)

FilerΔ SharesValue
BERKSHIRE CAPITAL HOLDINGS INCNEW
+10$3.92K

Top Trims (Sellers)

FilerΔ SharesValue
L & S Advisors Inc↓ DEC
-18,056$4.88M