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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

Institutions5.0%
Insiders6.6%
Institutions Count20
Institutions 5.0%Insiders 6.6%Float (Other) 88.5%
13F Filers (top 25)20Quarter 2026-03-31
Top-25 Reported Value$2.36MSum of shown holders' market value
Net Position Change7 adds · 4 trimsLargest movers this quarter

Top Holders by Value

20 shown
FilerSharesMarket ValueΔ SharesChange
DIMENSIONAL FUND ADVISORS LPCIK 0000354204
331,411$772.19K-699↓ DEC
BRIDGEWAY CAPITAL MANAGEMENT, LLCCIK 0001107261
169,107$394.02K+1,712↑ INC
BlackRock, Inc.CIK 0002012383
107,581$250.66K+897↑ INC
BIGLARI, SARDARCIK 0001334430
105,861$246.66K–no_change
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119
60,825$141.72K+60,825NEW
Foster Victor Wealth Advisors, LLCCIK 0001769063
44,000$111.32K–no_change
RENAISSANCE TECHNOLOGIES LLCCIK 0001037389
46,900$109.28K-19↓ DEC
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717
35,405$82.54K-10,868↓ DEC
VANGUARD FIDUCIARY TRUST COCIK 0000933478
27,716$64.58K+27,716NEW
NORTHERN TRUST CORPCIK 0000073124
26,296$61.27K–no_change
Teton Advisors, LLCCIK 0002086025
19,000$44.27K–no_change
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADVCIK 0000867926
18,000$41.94K–no_change
HB Wealth Management, LLCCIK 0001911253
10,000$23.30K–no_change
Vanguard Global Advisers, LLCCIK 0001811242
6,588$15.35K+6,588NEW
Tower Research Capital LLC (TRC)CIK 0001533421
747$1.74K+373↑ INC
UBS Group AGCIK 0001610520
333$776.00+321↑ INC
OSAIC HOLDINGS, INC.CIK 0001677044
295$687.00–no_change
SBI Securities Co., Ltd.CIK 0001851815
14$33.00–no_change
MORGAN STANLEYCIK 0000895421
1$4.00–no_change
ROYAL BANK OF CANADACIK 0001000275
114$0.00-157↓ DEC

Top Adds (Buyers)

FilerΔ SharesValue
VANGUARD CAPITAL MANAGEMENT LLCNEW
+60,825$141.72K
VANGUARD FIDUCIARY TRUST CONEW
+27,716$64.58K
Vanguard Global Advisers, LLCNEW
+6,588$15.35K
BRIDGEWAY CAPITAL MANAGEMENT, LLC↑ INC
+1,712$394.02K
BlackRock, Inc.↑ INC
+897$250.66K
Tower Research Capital LLC (TRC)↑ INC
+373$1.74K
UBS Group AG↑ INC
+321$776.00

Top Trims (Sellers)

FilerΔ SharesValue
GEODE CAPITAL MANAGEMENT, LLC↓ DEC
-10,868$82.54K
DIMENSIONAL FUND ADVISORS LP↓ DEC
-699$772.19K
ROYAL BANK OF CANADA↓ DEC
-157$0.00
RENAISSANCE TECHNOLOGIES LLC↓ DEC
-19$109.28K