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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

Institutions–
Insiders–
Institutions Count25
Institutions –Insiders –Float (Other) 100.0%
13F Filers (top 25)25Quarter 2026-03-31
Top-25 Reported Value$33.78MSum of shown holders' market value
Net Position Change10 adds · 0 trimsLargest movers this quarter

Top Holders by Value

25 shown
FilerSharesMarket ValueΔ SharesChange
CloudAlpha Capital Management Limited/Hong KongCIK 0001745907
203,104$26.60M+203,104NEW
Garden State Investment Advisory Services LLCCIK 0001965351
23,113$3.03M+23,113NEW
Moss Adams Wealth Advisors LLCCIK 0001661245
13,426$1.76M+13,426NEW
Weiss Asset Management LPCIK 0001357550
8,821$1.16M+8,821NEW
KESTRA PRIVATE WEALTH SERVICES, LLCCIK 0001649451
3,255$426.24K+3,255NEW
Scientech Research LLCCIK 0002011556
3,125$409.22K+3,125NEW
Marex Group LtdCIK 0001997464
1,563$204.68K+1,563NEW
UBS Group AGCIK 0001610520
526$68.88K+526NEW
MAI Capital ManagementCIK 0001040197
300$39.28K+300NEW
OSAIC HOLDINGS, INC.CIK 0001677044
269$35.22K+269NEW
Western Wealth Management, LLCCIK 0001767902
116$15.19K+116NEW
Crewe Advisors LLCCIK 0001730033
100$13.10K+100NEW
MORGAN STANLEYCIK 0000895421
100$13.10K+100NEW
GABLES CAPITAL MANAGEMENT INC.CIK 0001740839
50$6.55K+50NEW
NATIONAL BANK OF CANADA /FI/CIK 0000926171
35$4.38K+35NEW
Rossby Financial, LCCCIK 0002056510
15$1.73K+15NEW
Wall Street Financial Group, Inc.CIK 0002019337
3$393.00+3NEW
HOLLENCREST CAPITAL MANAGEMENTCIK 0001161722
3$393.00+3NEW
CWM, LLCCIK 0001535847
2$262.00+2NEW
Sunbelt Securities, Inc.CIK 0001632932
2$262.00+2NEW
Salomon & Ludwin, LLCCIK 0001766156
2$226.00+2NEW
IFP Advisors, IncCIK 0001641866
1$131.00+1NEW
Beaird Harris Wealth Management, LLCCIK 0001908938
1$131.00+1NEW
FNY Investment Advisers, LLCCIK 0001742998
330$43.00+330NEW
Activest Wealth ManagementCIK 0001883134
0$0.00–NEW

Top Adds (Buyers)

FilerΔ SharesValue
CloudAlpha Capital Management Limited/Hong KongNEW
+203,104$26.60M
Garden State Investment Advisory Services LLCNEW
+23,113$3.03M
Moss Adams Wealth Advisors LLCNEW
+13,426$1.76M
Weiss Asset Management LPNEW
+8,821$1.16M
KESTRA PRIVATE WEALTH SERVICES, LLCNEW
+3,255$426.24K
Scientech Research LLCNEW
+3,125$409.22K
Marex Group LtdNEW
+1,563$204.68K
UBS Group AGNEW
+526$68.88K
FNY Investment Advisers, LLCNEW
+330$43.00
MAI Capital ManagementNEW
+300$39.28K

Top Trims (Sellers)

No trims reported this quarter.