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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

Institutions2.6%
Insiders244.9%
Institutions Count10
Institutions 2.6%Insiders 244.9%Float (Other) 0.0%
13F Filers (top 25)10Quarter 2026-03-31
Top-25 Reported Value$397.28KSum of shown holders' market value
Net Position Change10 adds · 0 trimsLargest movers this quarter

Top Holders by Value

10 shown
FilerSharesMarket ValueΔ SharesChange
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119
25,440$157.22K+25,440NEW
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717
25,321$156.49K+25,321NEW
VANGUARD FIDUCIARY TRUST COCIK 0000933478
12,648$78.17K+12,648NEW
UBS Group AGCIK 0001610520
666$4.12K+666NEW
MORGAN STANLEYCIK 0000895421
173$1.07K+173NEW
Bernard Wealth Management Corp.CIK 0002056313
12$75.00+12NEW
OSAIC HOLDINGS, INC.CIK 0001677044
12$73.00+12NEW
Sound Income Strategies, LLCCIK 0001730960
12$72.00+12NEW
Key FInancial IncCIK 0001801720
1$6.00+1NEW
ROYAL BANK OF CANADACIK 0001000275
12$0.00+12NEW

Top Adds (Buyers)

FilerΔ SharesValue
VANGUARD CAPITAL MANAGEMENT LLCNEW
+25,440$157.22K
GEODE CAPITAL MANAGEMENT, LLCNEW
+25,321$156.49K
VANGUARD FIDUCIARY TRUST CONEW
+12,648$78.17K
UBS Group AGNEW
+666$4.12K
MORGAN STANLEYNEW
+173$1.07K
Sound Income Strategies, LLCNEW
+12$72.00
OSAIC HOLDINGS, INC.NEW
+12$73.00
Bernard Wealth Management Corp.NEW
+12$75.00
ROYAL BANK OF CANADANEW
+12$0.00
Key FInancial IncNEW
+1$6.00

Top Trims (Sellers)

No trims reported this quarter.