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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

Institutions18.2%
Insiders10.7%
Institutions Count26
Institutions 18.2%Insiders 10.7%Float (Other) 71.1%
13F Filers (top 25)25Quarter 2026-03-31
Top-25 Reported Value$5.54MSum of shown holders' market value
Net Position Change10 adds · 4 trimsLargest movers this quarter

Top Holders by Value

25 shown
FilerSharesMarket ValueΔ SharesChange
WYNNEFIELD CAPITAL INCCIK 0001251567
433,605$1.31M–no_change
ARS Investment Partners, LLCCIK 0000733020
314,908$947.87K–no_change
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119
277,359$834.85K+277,359NEW
Potomac Capital Management, Inc.CIK 0001418746
249,561$751.18K–no_change
CITADEL ADVISORS LLCCIK 0001423053
95,907$288.68K+76,831↑ INC
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717
93,194$280.58K-2,861↓ DEC
COMMONS CAPITAL, LLCCIK 0001912835
69,413$208.93K–no_change
VANGUARD FIDUCIARY TRUST COCIK 0000933478
53,166$160.03K+53,166NEW
DIVERSIFY WEALTH MANAGEMENT, LLCCIK 0002030780
35,288$149.53K+35,288NEW
STATE STREET CORPCIK 0000093751
47,400$142.67K–no_change
HBK Sorce Advisory LLCCIK 0001379995
25,000$102.50K–no_change
BlackRock, Inc.CIK 0002012383
19,984$60.15K–no_change
NORTHERN TRUST CORPCIK 0000073124
19,448$58.54K–no_change
DIMENSIONAL FUND ADVISORS LPCIK 0000354204
18,706$56.30K+875↑ INC
SUSQUEHANNA INTERNATIONAL GROUP, LLPCIK 0001446194
15,923$47.93K-8,283↓ DEC
Rothschild Wealth LLCCIK 0001811345
15,866$47.76K-99,865↓ DEC
Kingsview Wealth Management, LLCCIK 0001791965
12,500$37.63K-3,700↓ DEC
XTX Topco LtdCIK 0001828301
11,274$33.94K+11,274NEW
Vanguard Global Advisers, LLCCIK 0001811242
2,591$7.80K+2,591NEW
UBS Group AGCIK 0001610520
2,478$7.46K+2,477↑ INC
Tower Research Capital LLC (TRC)CIK 0001533421
1,242$3.74K+572↑ INC
CALDWELL SUTTER CAPITAL, INC.CIK 0000702007
750$2.26K–no_change
ARMSTRONG ADVISORY GROUP, INCCIK 0001932952
625$1.88K–no_change
HRT FINANCIAL LPCIK 0001475597
10,825$32.00+10,825NEW
Caitong International Asset Management Co., LtdCIK 0001963355
1$3.00+1NEW

Top Adds (Buyers)

FilerΔ SharesValue
VANGUARD CAPITAL MANAGEMENT LLCNEW
+277,359$834.85K
CITADEL ADVISORS LLC↑ INC
+76,831$288.68K
VANGUARD FIDUCIARY TRUST CONEW
+53,166$160.03K
DIVERSIFY WEALTH MANAGEMENT, LLCNEW
+35,288$149.53K
XTX Topco LtdNEW
+11,274$33.94K
HRT FINANCIAL LPNEW
+10,825$32.00
Vanguard Global Advisers, LLCNEW
+2,591$7.80K
UBS Group AG↑ INC
+2,477$7.46K
DIMENSIONAL FUND ADVISORS LP↑ INC
+875$56.30K
Tower Research Capital LLC (TRC)↑ INC
+572$3.74K

Top Trims (Sellers)

FilerΔ SharesValue
Rothschild Wealth LLC↓ DEC
-99,865$47.76K
SUSQUEHANNA INTERNATIONAL GROUP, LLP↓ DEC
-8,283$47.93K
Kingsview Wealth Management, LLC↓ DEC
-3,700$37.63K
GEODE CAPITAL MANAGEMENT, LLC↓ DEC
-2,861$280.58K