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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

Institutions49.8%
Insiders70.0%
Institutions Count28
Institutions 49.8%Insiders 70.0%Float (Other) 0.0%
13F Filers (top 25)25Quarter 2026-03-31
Top-25 Reported Value$25.80MSum of shown holders' market value
Net Position Change10 adds · 8 trimsLargest movers this quarter

Top Holders by Value

25 shown
FilerSharesMarket ValueΔ SharesChange
Gates Capital Management, Inc.CIK 0001312908
3,193,149$14.05M–no_change
HoldCo Asset Management, LPCIK 0001724246
787,141$3.46M–no_change
CANTOR FITZGERALD, L. P.CIK 0001024896
766,872$3.37M-44,216↓ DEC
BlackRock, Inc.CIK 0002012383
173,855$764.96K+3,284↑ INC
Allianz Asset Management GmbHCIK 0001535323
168,751$742.50K–no_change
BANK OF AMERICA CORP /DE/CIK 0000070858
157,932$694.90K-17↓ DEC
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717
127,800$562.73K+5,900↑ INC
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119
127,858$562.58K+127,858NEW
BRC Group Holdings, Inc.CIK 0001464790
73,657$324.09K+73,657NEW
VANGUARD FIDUCIARY TRUST COCIK 0000933478
57,723$253.98K+57,723NEW
Jefferies Financial Group Inc.CIK 0000096223
54,609$240.28K-15,262↓ DEC
National Philanthropic TrustCIK 0001785342
29,605$130.26K-4,135↓ DEC
NORTHERN TRUST CORPCIK 0000073124
25,114$110.50K–no_change
Shay Capital LLCCIK 0001723643
25,000$110.00K+6,612↑ INC
STATE STREET CORPCIK 0000093751
22,710$99.92K–no_change
Alpine Global Management, LLCCIK 0001581655
21,518$94.68K-12,949↓ DEC
BROOKFIELD Corp /ON/CIK 0001001085
19,681$86.60K-1↓ DEC
GOLDMAN SACHS GROUP INCCIK 0000886982
17,325$76.23K+2,363↑ INC
Crewe Advisors LLCCIK 0001730033
6,500$28.60K+6,500NEW
Vanguard Global Advisers, LLCCIK 0001811242
3,940$17.34K+3,940NEW
JPMORGAN CHASE & COCIK 0000019617
2,997$12.26K+20↑ INC
MORGAN STANLEYCIK 0000895421
633$2.79K+428↑ INC
BARCLAYS PLCCIK 0000312069
77$339.00-173↓ DEC
Tower Research Capital LLC (TRC)CIK 0001533421
47$207.00+47NEW
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLCCIK 0000861177
32$141.00–no_change

Top Adds (Buyers)

FilerΔ SharesValue
VANGUARD CAPITAL MANAGEMENT LLCNEW
+127,858$562.58K
BRC Group Holdings, Inc.NEW
+73,657$324.09K
VANGUARD FIDUCIARY TRUST CONEW
+57,723$253.98K
Shay Capital LLC↑ INC
+6,612$110.00K
Crewe Advisors LLCNEW
+6,500$28.60K
GEODE CAPITAL MANAGEMENT, LLC↑ INC
+5,900$562.73K
Vanguard Global Advisers, LLCNEW
+3,940$17.34K
BlackRock, Inc.↑ INC
+3,284$764.96K
GOLDMAN SACHS GROUP INC↑ INC
+2,363$76.23K
MORGAN STANLEY↑ INC
+428$2.79K

Top Trims (Sellers)

FilerΔ SharesValue
CANTOR FITZGERALD, L. P.↓ DEC
-44,216$3.37M
Jefferies Financial Group Inc.↓ DEC
-15,262$240.28K
Alpine Global Management, LLC↓ DEC
-12,949$94.68K
National Philanthropic Trust↓ DEC
-4,135$130.26K
UBS Group AG↓ DEC
-1,878$123.00
BARCLAYS PLC↓ DEC
-173$339.00
BANK OF AMERICA CORP /DE/↓ DEC
-17$694.90K
BROOKFIELD Corp /ON/↓ DEC
-1$86.60K