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EOD US-equity data for investors and AI agents

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%
Insiders0.0%
Institutions Count15
Institutions 0.0%Insiders 0.0%Float (Other) 100.0%
13F Filers (top 25)15Quarter 2026-03-31
Top-25 Reported Value$7.09MSum of shown holders' market value
Net Position Change1 adds · 4 trimsLargest movers this quarter

Top Holders by Value

15 shown
FilerSharesMarket ValueΔ SharesChange
Composition Wealth, LLCCIK 0001585859
72,416$1.86M-10,206↓ DEC
ENVESTNET ASSET MANAGEMENT INCCIK 0001407543
34,933$898.70K–no_change
MML INVESTORS SERVICES, LLCCIK 0000701059
34,933$898.70K–no_change
SUSQUEHANNA INTERNATIONAL GROUP, LLPCIK 0001446194
26,743$688.00K–no_change
COMMONWEALTH EQUITY SERVICES, LLCCIK 0000312272
20,443$525.93K–no_change
OLD MISSION CAPITAL LLCCIK 0001455915
17,464$449.29K-1,960↓ DEC
Cetera Investment AdvisersCIK 0001666741
14,430$371.23K-1,464↓ DEC
Syntegra Private Wealth Group, LLCCIK 0001964298
13,430$345.51K–no_change
INDEPENDENT FINANCIAL GROUP, LLCCIK 0000275484
10,000$257.26K–no_change
Tradition Wealth Management, LLCCIK 0001843010
9,700$249.55K–no_change
RAYMOND JAMES FINANCIAL INCCIK 0000720005
8,889$228.68K-2,500↓ DEC
JANE STREET GROUP, LLCCIK 0001595888
8,463$217.72K+8,463NEW
IFP Advisors, IncCIK 0001641866
1,600$41.16K–no_change
Atlantic Private Wealth, LLCCIK 0001893143
1,194$30.72K–no_change
OSAIC HOLDINGS, INC.CIK 0001677044
1,049$26.99K–no_change

Top Adds (Buyers)

FilerΔ SharesValue
JANE STREET GROUP, LLCNEW
+8,463$217.72K

Top Trims (Sellers)

FilerΔ SharesValue
Composition Wealth, LLC↓ DEC
-10,206$1.86M
RAYMOND JAMES FINANCIAL INC↓ DEC
-2,500$228.68K
OLD MISSION CAPITAL LLC↓ DEC
-1,960$449.29K
Cetera Investment Advisers↓ DEC
-1,464$371.23K