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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

Institutions8.2%
Insiders14.4%
Institutions Count22
Institutions 8.2%Insiders 14.4%Float (Other) 77.3%
13F Filers (top 25)22Quarter 2026-03-31
Top-25 Reported Value$778.64KSum of shown holders' market value
Net Position Change9 adds · 5 trimsLargest movers this quarter

Top Holders by Value

22 shown
FilerSharesMarket ValueΔ SharesChange
LPL Financial LLCCIK 0001403438
188,214$152.45K-192,598↓ DEC
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717
151,268$122.55K+43,916↑ INC
SFE Investment CounselCIK 0001317784
126,675$102.61K–no_change
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119
81,394$65.93K+81,394NEW
STATE STREET CORPCIK 0000093751
77,359$62.66K–no_change
Quantum Financial Planning Services, Inc.CIK 0002050169
69,445$56.25K–no_change
US BANCORP \DE\CIK 0000036104
44,822$36.31K–no_change
TWO SIGMA INVESTMENTS, LPCIK 0001179392
40,634$32.91K-1,457↓ DEC
Benchmark Financial Wealth Advisors, LLCCIK 0001757706
37,139$30.08K–no_change
VANGUARD FIDUCIARY TRUST COCIK 0000933478
33,449$27.09K+33,449NEW
SEGALL BRYANT & HAMILL, LLCCIK 0001006378
25,000$23.39K+15,000↑ INC
Morse Asset Management, IncCIK 0001705711
22,420$18.16K-400↓ DEC
NORTHERN TRUST CORPCIK 0000073124
13,396$10.85K–no_change
XTX Topco LtdCIK 0001828301
12,031$9.74K+777↑ INC
D.A. DAVIDSON & CO.CIK 0001080107
10,424$8.44K–no_change
UBS Group AGCIK 0001610520
8,711$7.06K+8,710↑ INC
Tower Research Capital LLC (TRC)CIK 0001533421
5,557$4.50K-378↓ DEC
Farther Finance Advisors, LLCCIK 0001992825
3,823$3.19K-177↓ DEC
MORGAN STANLEYCIK 0000895421
3,000$2.43K+1,000↑ INC
CITIGROUP INCCIK 0000831001
2,325$1.88K+750↑ INC
FNY Investment Advisers, LLCCIK 0001742998
121,056$98.00+121,056NEW
SBI Securities Co., Ltd.CIK 0001851815
61$49.00–no_change

Top Adds (Buyers)

FilerΔ SharesValue
FNY Investment Advisers, LLCNEW
+121,056$98.00
VANGUARD CAPITAL MANAGEMENT LLCNEW
+81,394$65.93K
GEODE CAPITAL MANAGEMENT, LLC↑ INC
+43,916$122.55K
VANGUARD FIDUCIARY TRUST CONEW
+33,449$27.09K
SEGALL BRYANT & HAMILL, LLC↑ INC
+15,000$23.39K
UBS Group AG↑ INC
+8,710$7.06K
MORGAN STANLEY↑ INC
+1,000$2.43K
XTX Topco Ltd↑ INC
+777$9.74K
CITIGROUP INC↑ INC
+750$1.88K

Top Trims (Sellers)

FilerΔ SharesValue
LPL Financial LLC↓ DEC
-192,598$152.45K
TWO SIGMA INVESTMENTS, LP↓ DEC
-1,457$32.91K
Morse Asset Management, Inc↓ DEC
-400$18.16K
Tower Research Capital LLC (TRC)↓ DEC
-378$4.50K
Farther Finance Advisors, LLC↓ DEC
-177$3.19K