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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

Institutions72.0%
Insiders15.6%
Institutions Count68
Institutions 72.0%Insiders 15.6%Float (Other) 12.3%
13F Filers (top 25)25Quarter 2026-03-31
Top-25 Reported Value$113.39MSum of shown holders' market value
Net Position Change10 adds · 10 trimsLargest movers this quarter

Top Holders by Value

25 shown
FilerSharesMarket ValueΔ SharesChange
CAPITAL MANAGEMENT CORP /VACIK 0001074273
500,967$22.50M-39,374↓ DEC
Mink Brook Asset Management LLCCIK 0002052205
380,643$17.09M+150↑ INC
North Star Investment Management Corp.CIK 0001342857
252,639$11.35M+15↑ INC
DIMENSIONAL FUND ADVISORS LPCIK 0000354204
171,577$7.71M-148↓ DEC
BlackRock, Inc.CIK 0002012383
165,690$7.44M-1,943↓ DEC
ROYCE & ASSOCIATES LPCIK 0000906304
146,403$6.57M-1,000↓ DEC
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119
140,992$6.33M+140,992NEW
RENAISSANCE TECHNOLOGIES LLCCIK 0001037389
116,558$5.23M+451↑ INC
BARD ASSOCIATES INCCIK 0001105907
109,409$4.93M+106↑ INC
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717
76,901$3.46M+799↑ INC
Mork Capital Management, LLCCIK 0001626494
70,000$3.14M+10,000↑ INC
AMERICAN CENTURY COMPANIES INCCIK 0000748054
45,823$2.06M–no_change
STATE STREET CORPCIK 0000093751
42,257$1.90M+1,885↑ INC
BROWN BROTHERS HARRIMAN & COCIK 0000014661
33,370$1.50M–no_change
ENVESTNET ASSET MANAGEMENT INCCIK 0001407543
30,959$1.39M-4,140↓ DEC
Bank of New York Mellon CorpCIK 0001390777
30,469$1.37M-972↓ DEC
AE Wealth Management LLCCIK 0001697723
30,415$1.37M-4,226↓ DEC
Vinva Investment Management LtdCIK 0001968109
4,283$1.27M+4,283NEW
FIRST MANHATTAN CO. LLC.CIK 0000728083
27,505$1.24M-1,700↓ DEC
NORTHERN TRUST CORPCIK 0000073124
24,415$1.10M+732↑ INC
VANGUARD FIDUCIARY TRUST COCIK 0000933478
21,041$944.95K+21,041NEW
GOLDMAN SACHS GROUP INCCIK 0000886982
20,244$909.16K+14,930↑ INC
VANGUARD PORTFOLIO MANAGEMENT LLCCIK 0002100121
19,369$869.86K+19,369NEW
ROYAL BANK OF CANADACIK 0001000275
19,257$865.00K+66↑ INC
DIAMOND HILL CAPITAL MANAGEMENT INCCIK 0001217541
18,914$849.43K-2,898↓ DEC

Top Adds (Buyers)

FilerΔ SharesValue
VANGUARD CAPITAL MANAGEMENT LLCNEW
+140,992$6.33M
VANGUARD FIDUCIARY TRUST CONEW
+21,041$944.95K
VANGUARD PORTFOLIO MANAGEMENT LLCNEW
+19,369$869.86K
GOLDMAN SACHS GROUP INC↑ INC
+14,930$909.16K
ACADIAN ASSET MANAGEMENT LLC↑ INC
+13,462$2.89K
Mork Capital Management, LLC↑ INC
+10,000$3.14M
Vinva Investment Management LtdNEW
+4,283$1.27M
STATE STREET CORP↑ INC
+1,885$1.90M
Vanguard Global Advisers, LLCNEW
+1,758$78.95K
UBS Group AG↑ INC
+1,734$656.23K

Top Trims (Sellers)

FilerΔ SharesValue
CAPITAL MANAGEMENT CORP /VA↓ DEC
-39,374$22.50M
CITADEL ADVISORS LLC↓ DEC
-5,354$312.21K
BRIDGEWAY CAPITAL MANAGEMENT, LLC↓ DEC
-4,917$782.74K
BARCLAYS PLC↓ DEC
-4,425$38.13K
AE Wealth Management LLC↓ DEC
-4,226$1.37M
ENVESTNET ASSET MANAGEMENT INC↓ DEC
-4,140$1.39M
DEUTSCHE BANK AG\↓ DEC
-3,110$54.21K
DIAMOND HILL CAPITAL MANAGEMENT INC↓ DEC
-2,898$849.43K
Ridgewood Investments LLC↓ DEC
-2,700$508.79K
MORGAN STANLEY↓ DEC
-2,698$291.33K