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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

Institutions0.3%
Insiders0.0%
Institutions Count25
Institutions 0.3%Insiders 0.0%Float (Other) 99.7%
13F Filers (top 25)25Quarter 2026-03-31
Top-25 Reported Value$286.62KSum of shown holders' market value
Net Position Change8 adds · 6 trimsLargest movers this quarter

Top Holders by Value

25 shown
FilerSharesMarket ValueΔ SharesChange
Yorkville Advisors Global, LPCIK 0001838613
225,000$122.00K+225,000NEW
Williams & Novak, LLCCIK 0001998419
107,643$64.37K+14,343↑ INC
Moss Adams Wealth Advisors LLCCIK 0001661245
25,666$13.92K–no_change
INSPIRION WEALTH ADVISORS, LLCCIK 0001633448
25,000$13.55K–no_change
RAYMOND JAMES FINANCIAL INCCIK 0000720005
20,319$11.02K–no_change
BECKER CAPITAL MANAGEMENT INCCIK 0000799004
18,000$9.76K–no_change
RENAISSANCE TECHNOLOGIES LLCCIK 0001037389
17,762$9.63K-2,500↓ DEC
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717
16,642$9.02K–no_change
LPL Financial LLCCIK 0001403438
15,036$8.15K+2,351↑ INC
SUSQUEHANNA INTERNATIONAL GROUP, LLPCIK 0001446194
14,300$7.72K-30,949↓ DEC
CITADEL ADVISORS LLCCIK 0001423053
14,200$7.70K-23,300↓ DEC
RHUMBLINE ADVISERSCIK 0001115418
5,547$3.00K-824↓ DEC
JONES FINANCIAL COMPANIES LLLPCIK 0000815917
3,804$2.29K–no_change
WELLS FARGO & COMPANY/MNCIK 0000072971
2,500$1.36K+2,500NEW
Farther Finance Advisors, LLCCIK 0001992825
2,000$1.20K–no_change
UBS Group AGCIK 0001610520
1,007$546.00+227↑ INC
Triumph Capital ManagementCIK 0001730765
1,000$542.00–no_change
SIMPLEX TRADING, LLCCIK 0001488542
555$300.00-1,702↓ DEC
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLCCIK 0001380137
536,210$292.00+9,600↑ INC
MORGAN STANLEYCIK 0000895421
402$218.00-178↓ DEC
Virtu Financial LLCCIK 0001533964
26,676$14.00+8,872↑ INC
Cambridge Investment Research Advisors, Inc.CIK 0001419186
22,280$12.00–no_change
ATWOOD & PALMER INCCIK 0001044929
20$11.00–no_change
McIlrath & Eck, LLCCIK 0001701714
5$3.00+5NEW
CoreCap Advisors, LLCCIK 0001902501
1$1.00–no_change

Top Adds (Buyers)

FilerΔ SharesValue
Yorkville Advisors Global, LPNEW
+225,000$122.00K
Williams & Novak, LLC↑ INC
+14,343$64.37K
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC↑ INC
+9,600$292.00
Virtu Financial LLC↑ INC
+8,872$14.00
WELLS FARGO & COMPANY/MNNEW
+2,500$1.36K
LPL Financial LLC↑ INC
+2,351$8.15K
UBS Group AG↑ INC
+227$546.00
McIlrath & Eck, LLCNEW
+5$3.00

Top Trims (Sellers)

FilerΔ SharesValue
SUSQUEHANNA INTERNATIONAL GROUP, LLP↓ DEC
-30,949$7.72K
CITADEL ADVISORS LLC↓ DEC
-23,300$7.70K
RENAISSANCE TECHNOLOGIES LLC↓ DEC
-2,500$9.63K
SIMPLEX TRADING, LLC↓ DEC
-1,702$300.00
RHUMBLINE ADVISERS↓ DEC
-824$3.00K
MORGAN STANLEY↓ DEC
-178$218.00