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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

Institutions8.6%
Insiders17.3%
Institutions Count32
Institutions 8.6%Insiders 17.3%Float (Other) 74.1%
13F Filers (top 25)25Quarter 2026-03-31
Top-25 Reported Value$1.64MSum of shown holders' market value
Net Position Change10 adds · 5 trimsLargest movers this quarter

Top Holders by Value

25 shown
FilerSharesMarket ValueΔ SharesChange
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119
567,358$426.09K+567,358NEW
Gaddis Premier Wealth Advisors LLCCIK 0002087873
438,287$329.15K+60,363↑ INC
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717
223,997$168.24K+58,958↑ INC
Cable Car Capital, LPCIK 0001699575
181,667$136.43K–no_change
Millennium Capital Advisors, LLCCIK 0002097025
85,000$63.84K–no_change
VANGUARD FIDUCIARY TRUST COCIK 0000933478
83,235$62.51K+83,235NEW
UBS Group AGCIK 0001610520
74,802$56.18K+52,080↑ INC
BlackRock, Inc.CIK 0002012383
70,254$52.76K+10,077↑ INC
Cetera Investment AdvisersCIK 0001666741
66,000$49.57K+20,000↑ INC
CIBC Bancorp USA Inc.CIK 0001711924
65,000$48.81K-49,000↓ DEC
STATE STREET CORPCIK 0000093751
61,800$46.41K–no_change
NORTHERN TRUST CORPCIK 0000073124
52,661$39.55K–no_change
RENAISSANCE TECHNOLOGIES LLCCIK 0001037389
49,900$37.48K+1,900↑ INC
JAMES INVESTMENT RESEARCH, INC.CIK 0000810384
32,500$24.41K–no_change
Ethos Financial Group, LLCCIK 0001954242
12,867$21.49K–no_change
BAILARD, INC.CIK 0000750641
27,975$21.01K–no_change
SUSQUEHANNA INTERNATIONAL GROUP, LLPCIK 0001446194
20,699$15.54K-9,536↓ DEC
TWO SIGMA SECURITIES, LLCCIK 0001450144
19,801$14.87K+511↑ INC
GERBER, LLCCIK 0002014164
13,400$10.06K–no_change
SBI Securities Co., Ltd.CIK 0001851815
5,823$4.37K+1,000↑ INC
Vanguard Global Advisers, LLCCIK 0001811242
4,107$3.08K+4,107NEW
Tower Research Capital LLC (TRC)CIK 0001533421
3,580$2.69K+3,280↑ INC
Truvestments Capital LLCCIK 0001750405
3,276$2.46K-2,613↓ DEC
JONES FINANCIAL COMPANIES LLLPCIK 0000815917
2,783$2.06K–no_change
OSAIC HOLDINGS, INC.CIK 0001677044
1,429$1.07K–no_change

Top Adds (Buyers)

FilerΔ SharesValue
VANGUARD CAPITAL MANAGEMENT LLCNEW
+567,358$426.09K
VANGUARD FIDUCIARY TRUST CONEW
+83,235$62.51K
Gaddis Premier Wealth Advisors LLC↑ INC
+60,363$329.15K
GEODE CAPITAL MANAGEMENT, LLC↑ INC
+58,958$168.24K
UBS Group AG↑ INC
+52,080$56.18K
Cetera Investment Advisers↑ INC
+20,000$49.57K
BlackRock, Inc.↑ INC
+10,077$52.76K
Vanguard Global Advisers, LLCNEW
+4,107$3.08K
Tower Research Capital LLC (TRC)↑ INC
+3,280$2.69K
RENAISSANCE TECHNOLOGIES LLC↑ INC
+1,900$37.48K

Top Trims (Sellers)

FilerΔ SharesValue
CIBC Bancorp USA Inc.↓ DEC
-49,000$48.81K
SUSQUEHANNA INTERNATIONAL GROUP, LLP↓ DEC
-9,536$15.54K
Truvestments Capital LLC↓ DEC
-2,613$2.46K
GROUP ONE TRADING LLC↓ DEC
-819$295.00
SIMPLEX TRADING, LLC↓ DEC
-703$81.00