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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

Institutions2.5%
Insiders222.6%
Institutions Count18
Institutions 2.5%Insiders 222.6%Float (Other) 0.0%
13F Filers (top 25)18Quarter 2026-03-31
Top-25 Reported Value$687.02KSum of shown holders' market value
Net Position Change9 adds · 2 trimsLargest movers this quarter

Top Holders by Value

18 shown
FilerSharesMarket ValueΔ SharesChange
Carlyle Group Inc.CIK 0001527166
56,328$239.65K–no_change
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717
36,913$157.64K+7,145↑ INC
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119
32,983$140.84K+32,983NEW
VANGUARD FIDUCIARY TRUST COCIK 0000933478
13,161$56.20K+13,161NEW
NORTHERN TRUST CORPCIK 0000073124
10,686$45.46K–no_change
BlackRock, Inc.CIK 0002012383
9,353$39.79K+5,178↑ INC
UBS Group AGCIK 0001610520
866$3.69K-583↓ DEC
Tower Research Capital LLC (TRC)CIK 0001533421
489$2.08K+386↑ INC
MORGAN STANLEYCIK 0000895421
158$672.00-3,407↓ DEC
Fortitude Family Office, LLCCIK 0001950506
120$511.00+120NEW
SBI Securities Co., Ltd.CIK 0001851815
43$183.00–no_change
OSAIC HOLDINGS, INC.CIK 0001677044
29$123.00–no_change
Prestige Wealth Management Group LLCCIK 0001772715
20$86.00–no_change
HARBOUR INVESTMENTS, INC.CIK 0000810121
17$72.00+17NEW
BNP PARIBAS FINANCIAL MARKETSCIK 0001166588
4$17.00–no_change
JPMORGAN CHASE & COCIK 0000019617
2$9.00–no_change
Caitong International Asset Management Co., LtdCIK 0001963355
1$4.00+1NEW
Avion WealthCIK 0001792704
120$0.00+120NEW

Top Adds (Buyers)

FilerΔ SharesValue
VANGUARD CAPITAL MANAGEMENT LLCNEW
+32,983$140.84K
VANGUARD FIDUCIARY TRUST CONEW
+13,161$56.20K
GEODE CAPITAL MANAGEMENT, LLC↑ INC
+7,145$157.64K
BlackRock, Inc.↑ INC
+5,178$39.79K
Tower Research Capital LLC (TRC)↑ INC
+386$2.08K
Avion WealthNEW
+120$0.00
Fortitude Family Office, LLCNEW
+120$511.00
HARBOUR INVESTMENTS, INC.NEW
+17$72.00
Caitong International Asset Management Co., LtdNEW
+1$4.00

Top Trims (Sellers)

FilerΔ SharesValue
MORGAN STANLEY↓ DEC
-3,407$672.00
UBS Group AG↓ DEC
-583$3.69K