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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

Institutions10.6%
Insiders215.6%
Institutions Count10
Institutions 10.6%Insiders 215.6%Float (Other) 0.0%
13F Filers (top 25)10Quarter 2026-03-31
Top-25 Reported Value$80.03KSum of shown holders' market value
Net Position Change9 adds · 0 trimsLargest movers this quarter

Top Holders by Value

10 shown
FilerSharesMarket ValueΔ SharesChange
AQR CAPITAL MANAGEMENT LLCCIK 0001167557
407,930$46.30K+355,461↑ INC
EverSource Wealth Advisors, LLCCIK 0001710537
121$22.20K+121NEW
CITADEL ADVISORS LLCCIK 0001423053
61,756$7.01K+61,756NEW
Mariner, LLCCIK 0001373442
20,007$2.27K+20,007NEW
CWM, LLCCIK 0001535847
18,910$2.15K+15,568↑ INC
Essential Partners LLCCIK 0002136442
648$74.00+549↑ INC
Ameritas Investment Partners, Inc.CIK 0001055980
220$25.00–no_change
Root Financial Partners, LLCCIK 0001977181
43$5.00+43NEW
Sunbelt Securities, Inc.CIK 0001632932
33$4.00+33NEW
ROTHSCHILD INVESTMENT LLCCIK 0000085338
21$2.00+21NEW

Top Adds (Buyers)

FilerΔ SharesValue
AQR CAPITAL MANAGEMENT LLC↑ INC
+355,461$46.30K
CITADEL ADVISORS LLCNEW
+61,756$7.01K
Mariner, LLCNEW
+20,007$2.27K
CWM, LLC↑ INC
+15,568$2.15K
Essential Partners LLC↑ INC
+549$74.00
EverSource Wealth Advisors, LLCNEW
+121$22.20K
Root Financial Partners, LLCNEW
+43$5.00
Sunbelt Securities, Inc.NEW
+33$4.00
ROTHSCHILD INVESTMENT LLCNEW
+21$2.00

Top Trims (Sellers)

No trims reported this quarter.