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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

Institutions3.3%
Insiders6.7%
Institutions Count27
Institutions 3.3%Insiders 6.7%Float (Other) 90.0%
13F Filers (top 25)25Quarter 2026-03-31
Top-25 Reported Value$2.91MSum of shown holders' market value
Net Position Change9 adds · 4 trimsLargest movers this quarter

Top Holders by Value

25 shown
FilerSharesMarket ValueΔ SharesChange
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119
995,373$1.29M+995,373NEW
BlackRock, Inc.CIK 0002012383
289,198$375.96K+3,744↑ INC
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717
249,086$323.95K+25,537↑ INC
VANGUARD FIDUCIARY TRUST COCIK 0000933478
135,541$176.20K+135,541NEW
MILLENNIUM MANAGEMENT LLCCIK 0001273087
129,060$167.78K-37,915↓ DEC
STATE STREET CORPCIK 0000093751
58,600$76.18K–no_change
Bank of New York Mellon CorpCIK 0001390777
51,454$66.89K–no_change
Suncoast Equity ManagementCIK 0001315059
51,194$66.55K–no_change
NORTHERN TRUST CORPCIK 0000073124
41,844$54.40K–no_change
World Investment AdvisorsCIK 0001652594
37,037$48.15K+1,600↑ INC
XTX Topco LtdCIK 0001828301
36,061$46.88K-3,651↓ DEC
OSAIC HOLDINGS, INC.CIK 0001677044
35,795$46.53K+2,000↑ INC
OneDigital Investment Advisors LLCCIK 0001690370
23,000$29.90K–no_change
Praetorian Wealth Management, Inc.CIK 0001818940
20,000$26.60K+10,000↑ INC
Vestmark Advisory Solutions, Inc.CIK 0001736982
13,100$17.03K–no_change
Morton Capital Management LLC/CACIK 0002002628
12,658$16.46K–no_change
Clearstead Advisors, LLCCIK 0000842775
12,530$16.29K–no_change
KESTRA PRIVATE WEALTH SERVICES, LLCCIK 0001649451
11,000$14.30K–no_change
REGIONS FINANCIAL CORPCIK 0001281761
10,638$13.83K–no_change
GOLDMAN SACHS GROUP INCCIK 0000886982
10,411$13.53K-12,225↓ DEC
UBS Group AGCIK 0001610520
9,213$11.98K-4,835↓ DEC
Vanguard Global Advisers, LLCCIK 0001811242
6,552$8.52K+6,552NEW
JONES FINANCIAL COMPANIES LLLPCIK 0000815917
600$750.00–no_change
BNP PARIBAS FINANCIAL MARKETSCIK 0001166588
206$268.00–no_change
JPMORGAN CHASE & COCIK 0000019617
121$138.00–no_change

Top Adds (Buyers)

FilerΔ SharesValue
VANGUARD CAPITAL MANAGEMENT LLCNEW
+995,373$1.29M
VANGUARD FIDUCIARY TRUST CONEW
+135,541$176.20K
GEODE CAPITAL MANAGEMENT, LLC↑ INC
+25,537$323.95K
Praetorian Wealth Management, Inc.↑ INC
+10,000$26.60K
Vanguard Global Advisers, LLCNEW
+6,552$8.52K
BlackRock, Inc.↑ INC
+3,744$375.96K
OSAIC HOLDINGS, INC.↑ INC
+2,000$46.53K
World Investment Advisors↑ INC
+1,600$48.15K
Caitong International Asset Management Co., LtdNEW
+2$3.00

Top Trims (Sellers)

FilerΔ SharesValue
MILLENNIUM MANAGEMENT LLC↓ DEC
-37,915$167.78K
GOLDMAN SACHS GROUP INC↓ DEC
-12,225$13.53K
UBS Group AG↓ DEC
-4,835$11.98K
XTX Topco Ltd↓ DEC
-3,651$46.88K