Stockfacts
Use CasesDocsPricing
Log inSign up free
OverviewFinancialsTrendsTranscriptsOptionsInstitutionsInsidersCorporate ActionsSEC Filings
Stockfacts

EOD US-equity data for investors and AI agents

Data is end-of-day, not real-time, and not investment advice

Use CasesDashboard

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

Institutions0.4%
Insiders0.0%
Institutions Count14
Institutions 0.4%Insiders 0.0%Float (Other) 99.6%
13F Filers (top 25)14Quarter 2026-03-31
Top-25 Reported Value$8.57MSum of shown holders' market value
Net Position Change6 adds · 2 trimsLargest movers this quarter

Top Holders by Value

14 shown
FilerSharesMarket ValueΔ SharesChange
MORGAN STANLEYCIK 0000895421
65,007$2.44M+1↑ INC
PFG Investments, LLCCIK 0001973224
53,535$2.01M+22↑ INC
ROYAL BANK OF CANADACIK 0001000275
27,950$1.08M–no_change
Cannell & Spears LLCCIK 0001426319
20,000$750.60K–no_change
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119
14,522$557.64K+14,522NEW
CALDWELL SUTTER CAPITAL, INC.CIK 0000702007
12,134$455.39K–no_change
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717
10,639$398.97K-25↓ DEC
Neuberger Berman Group LLCCIK 0001465109
10,160$381.31K–no_change
Vanguard Global Advisers, LLCCIK 0001811242
6,415$246.34K+6,415NEW
VANGUARD FIDUCIARY TRUST COCIK 0000933478
3,504$134.55K+3,504NEW
UBS Group AGCIK 0001610520
2,944$110.49K+44↑ INC
BlackRock, Inc.CIK 0002012383
62$2.33K–no_change
Tower Research Capital LLC (TRC)CIK 0001533421
57$2.20K-128↓ DEC
SBI Securities Co., Ltd.CIK 0001851815
2$77.00–no_change

Top Adds (Buyers)

FilerΔ SharesValue
VANGUARD CAPITAL MANAGEMENT LLCNEW
+14,522$557.64K
Vanguard Global Advisers, LLCNEW
+6,415$246.34K
VANGUARD FIDUCIARY TRUST CONEW
+3,504$134.55K
UBS Group AG↑ INC
+44$110.49K
PFG Investments, LLC↑ INC
+22$2.01M
MORGAN STANLEY↑ INC
+1$2.44M

Top Trims (Sellers)

FilerΔ SharesValue
Tower Research Capital LLC (TRC)↓ DEC
-128$2.20K
GEODE CAPITAL MANAGEMENT, LLC↓ DEC
-25$398.97K