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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

Institutions7.3%
Insiders7.2%
Institutions Count7
Institutions 7.3%Insiders 7.2%Float (Other) 85.5%
13F Filers (top 25)7Quarter 2026-03-31
Top-25 Reported Value$339.99KSum of shown holders' market value
Net Position Change7 adds · 0 trimsLargest movers this quarter

Top Holders by Value

7 shown
FilerSharesMarket ValueΔ SharesChange
Kathmere Capital Management, LLCCIK 0001794543
144,683$253.19K+144,683NEW
UBS Group AGCIK 0001610520
31,410$54.97K+31,410NEW
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717
16,295$28.52K+16,295NEW
BARCLAYS PLCCIK 0000312069
1,856$3.25K+1,856NEW
OSAIC HOLDINGS, INC.CIK 0001677044
25$43.00+25NEW
TWIN PEAKS WEALTH ADVISORS, LLCCIK 0002006218
8$14.00+8NEW
CITIGROUP INCCIK 0000831001
1$2.00+1NEW

Top Adds (Buyers)

FilerΔ SharesValue
Kathmere Capital Management, LLCNEW
+144,683$253.19K
UBS Group AGNEW
+31,410$54.97K
GEODE CAPITAL MANAGEMENT, LLCNEW
+16,295$28.52K
BARCLAYS PLCNEW
+1,856$3.25K
OSAIC HOLDINGS, INC.NEW
+25$43.00
TWIN PEAKS WEALTH ADVISORS, LLCNEW
+8$14.00
CITIGROUP INCNEW
+1$2.00

Top Trims (Sellers)

No trims reported this quarter.