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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

Institutions11.7%
Insiders32.7%
Institutions Count52
Institutions 11.7%Insiders 32.7%Float (Other) 55.6%
13F Filers (top 25)25Quarter 2026-03-31
Top-25 Reported Value$8.89MSum of shown holders' market value
Net Position Change10 adds · 7 trimsLargest movers this quarter

Top Holders by Value

25 shown
FilerSharesMarket ValueΔ SharesChange
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119
1,736,861$3.60M+1,736,861NEW
MYDA Advisors LLCCIK 0001589689
740,000$1.53M+740,000NEW
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717
397,432$823.03K+93,973↑ INC
VANGUARD FIDUCIARY TRUST COCIK 0000933478
206,698$427.87K+206,698NEW
STATE STREET CORPCIK 0000093751
165,903$343.42K+76,500↑ INC
AlphaCentric Advisors LLCCIK 0001913464
150,000$310.50K+150,000NEW
OSAIC HOLDINGS, INC.CIK 0001677044
143,440$296.92K+119,539↑ INC
GOLDMAN SACHS GROUP INCCIK 0000886982
114,770$237.57K+102,621↑ INC
BlackRock, Inc.CIK 0002012383
99,851$206.69K-74,346↓ DEC
Farther Finance Advisors, LLCCIK 0001992825
86,000$168.56K-14,000↓ DEC
NORTHERN TRUST CORPCIK 0000073124
74,556$154.33K-12,340↓ DEC
ENVESTNET ASSET MANAGEMENT INCCIK 0001407543
63,845$132.16K+63,845NEW
UBS Group AGCIK 0001610520
60,340$124.90K-65,256↓ DEC
MORGAN STANLEYCIK 0000895421
45,474$94.13K+29,544↑ INC
Invesco Ltd.CIK 0000914208
31,570$65.35K+31,570NEW
Tower Research Capital LLC (TRC)CIK 0001533421
25,711$53.22K+25,711NEW
JONES FINANCIAL COMPANIES LLLPCIK 0000815917
24,619$51.70K+9,543↑ INC
RAYMOND JAMES FINANCIAL INCCIK 0000720005
20,955$43.38K+5,829↑ INC
Vanguard Global Advisers, LLCCIK 0001811242
19,774$40.93K+19,774NEW
LANDAAS & CO /WI /ADVCIK 0000913990
18,500$38.30K+18,500NEW
Belpointe Asset Management LLCCIK 0001721242
18,400$38.09K–no_change
Cetera Investment AdvisersCIK 0001666741
14,580$30.18K+14,580NEW
LPL Financial LLCCIK 0001403438
13,589$28.13K-44,687↓ DEC
Scientech Research LLCCIK 0002011556
13,544$28.04K+13,544NEW
COMMONWEALTH EQUITY SERVICES, LLCCIK 0000312272
11,123$23.02K-24,306↓ DEC

Top Adds (Buyers)

FilerΔ SharesValue
VANGUARD CAPITAL MANAGEMENT LLCNEW
+1,736,861$3.60M
MYDA Advisors LLCNEW
+740,000$1.53M
VANGUARD FIDUCIARY TRUST CONEW
+206,698$427.87K
AlphaCentric Advisors LLCNEW
+150,000$310.50K
OSAIC HOLDINGS, INC.↑ INC
+119,539$296.92K
Covestor LtdNEW
+114,516$237.00
GOLDMAN SACHS GROUP INC↑ INC
+102,621$237.57K
GEODE CAPITAL MANAGEMENT, LLC↑ INC
+93,973$823.03K
STATE STREET CORP↑ INC
+76,500$343.42K
ENVESTNET ASSET MANAGEMENT INCNEW
+63,845$132.16K

Top Trims (Sellers)

FilerΔ SharesValue
BlackRock, Inc.↓ DEC
-74,346$206.69K
UBS Group AG↓ DEC
-65,256$124.90K
LPL Financial LLC↓ DEC
-44,687$28.13K
COMMONWEALTH EQUITY SERVICES, LLC↓ DEC
-24,306$23.02K
Farther Finance Advisors, LLC↓ DEC
-14,000$168.56K
NORTHERN TRUST CORP↓ DEC
-12,340$154.33K
SBI Securities Co., Ltd.↓ DEC
-104$4.76K