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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

Institutions8.0%
Insiders5.6%
Institutions Count43
Institutions 8.0%Insiders 5.6%Float (Other) 86.4%
13F Filers (top 25)25Quarter 2026-03-31
Top-25 Reported Value$4.07MSum of shown holders' market value
Net Position Change10 adds · 5 trimsLargest movers this quarter

Top Holders by Value

25 shown
FilerSharesMarket ValueΔ SharesChange
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119
1,820,175$1.65M+1,820,175NEW
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717
502,536$454.46K+104,277↑ INC
BlackRock, Inc.CIK 0002012383
378,799$342.43K+263,227↑ INC
Calamos Wealth Management LLCCIK 0001455258
301,672$272.71K+301,672NEW
Calamos Advisors LLCCIK 0001316507
301,672$272.71K+301,672NEW
UBS Group AGCIK 0001610520
288,748$261.03K+156,477↑ INC
VANGUARD FIDUCIARY TRUST COCIK 0000933478
241,987$218.76K+241,987NEW
STATE STREET CORPCIK 0000093751
150,742$136.27K+9,500↑ INC
NORTHERN TRUST CORPCIK 0000073124
95,880$86.68K–no_change
Centiva Capital, LPCIK 0001692507
80,966$73.19K+80,966NEW
CITIGROUP INCCIK 0000831001
56,706$51.26K+38,535↑ INC
BRIDGEWAY CAPITAL MANAGEMENT, LLCCIK 0001107261
50,500$45.65K+20,000↑ INC
TWO SIGMA SECURITIES, LLCCIK 0001450144
36,087$32.62K-7,089↓ DEC
Hughes Financial Services, LLCCIK 0002054465
31,934$28.87K+14,000↑ INC
OSAIC HOLDINGS, INC.CIK 0001677044
24,822$22.34K+19,999↑ INC
TRUIST FINANCIAL CORPCIK 0000092230
22,500$20.34K–no_change
GOLDMAN SACHS GROUP INCCIK 0000886982
16,647$15.05K-52,537↓ DEC
RAYMOND JAMES FINANCIAL INCCIK 0000720005
16,501$14.92K+859↑ INC
Vanguard Global Advisers, LLCCIK 0001811242
16,355$14.79K+16,355NEW
SUSQUEHANNA INTERNATIONAL GROUP, LLPCIK 0001446194
14,138$12.78K-12,243↓ DEC
TWO SIGMA INVESTMENTS, LPCIK 0001179392
12,900$11.66K-3,500↓ DEC
JONES FINANCIAL COMPANIES LLLPCIK 0000815917
13,100$11.52K+6,000↑ INC
LCM Capital Management IncCIK 0001861752
12,000$10.85K–no_change
W.G. Shaheen & Associates DBA Whitney & CoCIK 0001577001
10,348$9.36K–no_change
BANK OF AMERICA CORP /DE/CIK 0000070858
10,002$9.04K+9,521↑ INC

Top Adds (Buyers)

FilerΔ SharesValue
VANGUARD CAPITAL MANAGEMENT LLCNEW
+1,820,175$1.65M
Calamos Advisors LLCNEW
+301,672$272.71K
Calamos Wealth Management LLCNEW
+301,672$272.71K
BlackRock, Inc.↑ INC
+263,227$342.43K
VANGUARD FIDUCIARY TRUST CONEW
+241,987$218.76K
UBS Group AG↑ INC
+156,477$261.03K
GEODE CAPITAL MANAGEMENT, LLC↑ INC
+104,277$454.46K
Centiva Capital, LPNEW
+80,966$73.19K
GSA CAPITAL PARTNERS LLPNEW
+62,113$56.00
CITIGROUP INC↑ INC
+38,535$51.26K

Top Trims (Sellers)

FilerΔ SharesValue
GOLDMAN SACHS GROUP INC↓ DEC
-52,537$15.05K
Virtu Financial LLC↓ DEC
-45,494$60.00
SUSQUEHANNA INTERNATIONAL GROUP, LLP↓ DEC
-12,243$12.78K
TWO SIGMA SECURITIES, LLC↓ DEC
-7,089$32.62K
TWO SIGMA INVESTMENTS, LP↓ DEC
-3,500$11.66K