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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

Institutions73.0%
Insiders0.0%
Institutions Count49
Institutions 73.0%Insiders 0.0%Float (Other) 27.0%
13F Filers (top 25)25Quarter 2026-03-31
Top-25 Reported Value$78.86MSum of shown holders' market value
Net Position Change10 adds · 10 trimsLargest movers this quarter

Top Holders by Value

25 shown
FilerSharesMarket ValueΔ SharesChange
SUSQUEHANNA INTERNATIONAL GROUP, LLPCIK 0001446194
151,219$15.63M+48,169↑ INC
CITADEL ADVISORS LLCCIK 0001423053
119,534$12.35M+90,790↑ INC
OSAIC HOLDINGS, INC.CIK 0001677044
96,013$9.92M+94,359↑ INC
JANE STREET GROUP, LLCCIK 0001595888
94,502$9.77M+61,914↑ INC
Merit Financial Group, LLCCIK 0001621225
47,540$4.91M+1,278↑ INC
Cetera Investment AdvisersCIK 0001666741
37,402$3.87M+374↑ INC
Synergy Asset Management, LLCCIK 0001699080
24,596$2.54M+16,760↑ INC
Exit Wealth Advisors, LLC.CIK 0002082744
20,296$2.10M-11,498↓ DEC
ENVESTNET ASSET MANAGEMENT INCCIK 0001407543
19,698$2.04M+7,393↑ INC
Pinnacle Wealth Planning Services, Inc.CIK 0001726752
19,000$1.96M–no_change
Professional Financial Advisors, LLCCIK 0001798221
17,793$1.84M+900↑ INC
LPL Financial LLCCIK 0001403438
12,426$1.28M+8,916↑ INC
Farther Finance Advisors, LLCCIK 0001992825
12,392$1.23M+4,297↑ INC
Blue Capital, Inc.CIK 0002032856
11,204$1.16M-15,559↓ DEC
ROMAN BUTLER FULLERTON & COCIK 0000733444
9,860$960.33K-2,009↓ DEC
Tactive Advisors, LLCCIK 0002002409
8,938$923.65K-2,576↓ DEC
Belvedere Trading LLCCIK 0001632341
8,544$882.94K+8,544NEW
Parallax Volatility Advisers, L.P.CIK 0001521001
8,411$869.19K–no_change
WELLS FARGO & COMPANY/MNCIK 0000072971
8,312$858.96K+7,680↑ INC
SIMPLEX TRADING, LLCCIK 0001488542
7,789$804.91K+7,690↑ INC
COMMONWEALTH EQUITY SERVICES, LLCCIK 0000312272
7,149$738.78K-980↓ DEC
National Wealth Management Group, LLCCIK 0001977723
6,780$700.64K-513↓ DEC
Pettinga Financial Advisors LLCCIK 0001694592
5,119$529.00K-4,226↓ DEC
Kestra Advisory Services, LLCCIK 0001830819
4,853$501.51K-76↓ DEC
Private Advisor Group, LLCCIK 0001567755
4,735$489.31K+4,735NEW

Top Adds (Buyers)

FilerΔ SharesValue
OSAIC HOLDINGS, INC.↑ INC
+94,359$9.92M
CITADEL ADVISORS LLC↑ INC
+90,790$12.35M
JANE STREET GROUP, LLC↑ INC
+61,914$9.77M
SUSQUEHANNA INTERNATIONAL GROUP, LLP↑ INC
+48,169$15.63M
Synergy Asset Management, LLC↑ INC
+16,760$2.54M
LPL Financial LLC↑ INC
+8,916$1.28M
Belvedere Trading LLCNEW
+8,544$882.94K
SIMPLEX TRADING, LLC↑ INC
+7,690$804.91K
WELLS FARGO & COMPANY/MN↑ INC
+7,680$858.96K
ENVESTNET ASSET MANAGEMENT INC↑ INC
+7,393$2.04M

Top Trims (Sellers)

FilerΔ SharesValue
Blue Capital, Inc.↓ DEC
-15,559$1.16M
Exit Wealth Advisors, LLC.↓ DEC
-11,498$2.10M
ROYAL BANK OF CANADA↓ DEC
-9,701$283.00K
Cambridge Investment Research Advisors, Inc.↓ DEC
-4,703$4.40K
Pettinga Financial Advisors LLC↓ DEC
-4,226$529.00K
Tactive Advisors, LLC↓ DEC
-2,576$923.65K
EverSource Wealth Advisors, LLC↓ DEC
-2,575$388.00
ROMAN BUTLER FULLERTON & CO↓ DEC
-2,009$960.33K
Mariner, LLC↓ DEC
-1,035$475.16K
COMMONWEALTH EQUITY SERVICES, LLC↓ DEC
-980$738.78K