Stockfacts
Use CasesDocsPricing
Log inSign up free
OverviewFinancialsTrendsTranscriptsOptionsInstitutionsInsidersCorporate ActionsSEC Filings
Stockfacts

EOD US-equity data for investors and AI agents

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

Use CasesDashboard

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

Institutions6.3%
Insiders0.0%
Institutions Count10
Institutions 6.3%Insiders 0.0%Float (Other) 93.7%
13F Filers (top 25)10Quarter 2026-03-31
Top-25 Reported Value$12.40MSum of shown holders' market value
Net Position Change7 adds · 1 trimsLargest movers this quarter

Top Holders by Value

10 shown
FilerSharesMarket ValueΔ SharesChange
AE Wealth Management LLCCIK 0001697723
295,221$7.49M+295,221NEW
JANE STREET GROUP, LLCCIK 0001595888
81,096$2.06M+69,298↑ INC
CITADEL ADVISORS LLCCIK 0001423053
79,074$2.01M+51,229↑ INC
Tidal Investments LLCCIK 0001600064
11,334$287.43K-24,106↓ DEC
GROUP ONE TRADING LLCCIK 0000932540
8,680$220.13K+8,680NEW
Bright Futures Wealth Management, LLC.CIK 0001803980
8,346$211.66K+8,346NEW
SIMPLEX TRADING, LLCCIK 0001488542
3,575$90.66K+3,165↑ INC
OSAIC HOLDINGS, INC.CIK 0001677044
1,552$39.36K+85↑ INC
CITY HOLDING COCIK 0000726854
150$3.80K–no_change
Geneos Wealth Management Inc.CIK 0001764754
30$761.00–no_change

Top Adds (Buyers)

FilerΔ SharesValue
AE Wealth Management LLCNEW
+295,221$7.49M
JANE STREET GROUP, LLC↑ INC
+69,298$2.06M
CITADEL ADVISORS LLC↑ INC
+51,229$2.01M
GROUP ONE TRADING LLCNEW
+8,680$220.13K
Bright Futures Wealth Management, LLC.NEW
+8,346$211.66K
SIMPLEX TRADING, LLC↑ INC
+3,165$90.66K
OSAIC HOLDINGS, INC.↑ INC
+85$39.36K

Top Trims (Sellers)

FilerΔ SharesValue
Tidal Investments LLC↓ DEC
-24,106$287.43K