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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

Institutions56.0%
Insiders0.0%
Institutions Count54
Institutions 56.0%Insiders 0.0%Float (Other) 44.0%
13F Filers (top 25)25Quarter 2026-03-31
Top-25 Reported Value$98.22MSum of shown holders' market value
Net Position Change10 adds · 5 trimsLargest movers this quarter

Top Holders by Value

25 shown
FilerSharesMarket ValueΔ SharesChange
CITADEL ADVISORS LLCCIK 0001423053
910,206$21.45M+863,926↑ INC
JANE STREET GROUP, LLCCIK 0001595888
736,515$17.36M+736,515NEW
SUSQUEHANNA INTERNATIONAL GROUP, LLPCIK 0001446194
618,200$14.57M+477,023↑ INC
CITIGROUP INCCIK 0000831001
500,000$11.79M+500,000NEW
Teucrium Investment Advisors, LLCCIK 0002055352
327,169$7.68M+248,282↑ INC
FOUNDATIONS INVESTMENT ADVISORS, LLCCIK 0001743404
121,954$2.87M+121,954NEW
Walser Wealth Management Company, A Ltd Liability CoCIK 0002112280
110,716$2.61M+110,716NEW
ROYAL BANK OF CANADACIK 0001000275
100,055$2.36M+99,050↑ INC
LPL Financial LLCCIK 0001403438
93,016$2.19M+93,016NEW
JPMORGAN CHASE & COCIK 0000019617
93,398$2.17M+82,842↑ INC
PRIMORIS WEALTH ADVISORS, LLCCIK 0001909619
82,500$1.94M+82,500NEW
SCOTIA CAPITAL INC.CIK 0001335644
68,610$1.62M+41,310↑ INC
MILLENNIUM MANAGEMENT LLCCIK 0001273087
65,000$1.53M+65,000NEW
Caption Management, LLCCIK 0001706766
50,000$1.18M+50,000NEW
Cetera Investment AdvisersCIK 0001666741
41,318$973.87K+41,318NEW
IMC-Chicago, LLCCIK 0001452861
36,046$849.60K+24,941↑ INC
ENVESTNET ASSET MANAGEMENT INCCIK 0001407543
33,598$791.90K+33,598NEW
B. Riley Wealth Advisors, Inc.CIK 0001464811
31,348$729.15K+31,348NEW
Pekin Hardy Strauss, Inc.CIK 0001020317
26,350$621.07K+26,350NEW
Sigma Planning CorpCIK 0001449126
22,348$526.74K+22,348NEW
Wakefield Asset Management LLLPCIK 0001600435
21,924$516.75K+21,924NEW
Revisor Wealth Management LLCCIK 0001887409
21,447$505.51K+2,616↑ INC
Belvedere Trading LLCCIK 0001632341
20,000$471.40K+20,000NEW
CVS HEALTH CorpCIK 0000064803
20,000$471.40K+20,000NEW
Collaborative Wealth Managment Inc.CIK 0001896419
18,342$432.32K+18,342NEW

Top Adds (Buyers)

FilerΔ SharesValue
CITADEL ADVISORS LLC↑ INC
+863,926$21.45M
JANE STREET GROUP, LLCNEW
+736,515$17.36M
CITIGROUP INCNEW
+500,000$11.79M
SUSQUEHANNA INTERNATIONAL GROUP, LLP↑ INC
+477,023$14.57M
Teucrium Investment Advisors, LLC↑ INC
+248,282$7.68M
FOUNDATIONS INVESTMENT ADVISORS, LLCNEW
+121,954$2.87M
Walser Wealth Management Company, A Ltd Liability CoNEW
+110,716$2.61M
ROYAL BANK OF CANADA↑ INC
+99,050$2.36M
LPL Financial LLCNEW
+93,016$2.19M
JPMORGAN CHASE & CO↑ INC
+82,842$2.17M

Top Trims (Sellers)

FilerΔ SharesValue
FLOW TRADERS U.S. LLC↓ DEC
-26,864$620.00
Rockefeller Capital Management L.P.↓ DEC
-8,015$6.43K
Mariner, LLC↓ DEC
-3,026$240.24K
OSAIC HOLDINGS, INC.↓ DEC
-1,353$49.99K
HARBOUR INVESTMENTS, INC.↓ DEC
-710$18.13K