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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

Institutions12.0%
Insiders3.8%
Institutions Count23
Institutions 12.0%Insiders 3.8%Float (Other) 84.2%
13F Filers (top 25)23Quarter 2026-03-31
Top-25 Reported Value$53.11MSum of shown holders' market value
Net Position Change10 adds · 5 trimsLargest movers this quarter

Top Holders by Value

23 shown
FilerSharesMarket ValueΔ SharesChange
Medina Value Partners, LLCCIK 0001843543
1,602,638$15.56M+170,128↑ INC
Ancora Advisors LLCCIK 0001446114
985,500$9.57M-176,112↓ DEC
NewEdge Wealth, LLCCIK 0001861796
919,470$8.93M-222,081↓ DEC
Vontobel Holding Ltd.CIK 0001588340
521,019$5.06M+153,882↑ INC
4D Advisors, LLCCIK 0001938268
350,000$3.40M+350,000NEW
Congruence Capital, LLCCIK 0002085569
307,905$2.99M-23,810↓ DEC
Atom Investors LPCIK 0001738902
225,849$2.19M+48,108↑ INC
Orchard Capital Management, LLCCIK 0001858319
154,431$1.50M–no_change
Meros Investment Management, LPCIK 0001911372
137,409$1.33M-3,913↓ DEC
CITADEL ADVISORS LLCCIK 0001423053
66,104$641.87K+66,104NEW
AQR CAPITAL MANAGEMENT LLCCIK 0001167557
54,093$525.25K+18,554↑ INC
DEUTSCHE BANK AG\CIK 0000948046
32,006$310.78K+5,130↑ INC
AMERICAN CENTURY COMPANIES INCCIK 0000748054
28,905$280.67K+992↑ INC
MANUFACTURERS LIFE INSURANCE COMPANY, THECIK 0000928047
19,360$187.99K+7,005↑ INC
FRANKLIN RESOURCES INCCIK 0000038777
16,392$159.17K-421↓ DEC
Vident Advisory, LLCCIK 0001744347
16,167$156.98K+16,167NEW
Cetera Investment AdvisersCIK 0001666741
12,079$117.29K+12,079NEW
MAIRS & POWER INCCIK 0001070134
10,401$100.99K–no_change
T. Rowe Price Investment Management, Inc.CIK 0001897612
3,817,612$37.07K+2,344,454↑ INC
Ameritas Investment Partners, Inc.CIK 0001055980
3,533$34.30K–no_change
CWM, LLCCIK 0001535847
1,705$16.56K+17↑ INC
ROTHSCHILD INVESTMENT LLCCIK 0000085338
358$3.48K+187↑ INC
PRICE T ROWE ASSOCIATES INC /MD/CIK 0000080255
25,967$253.00+4,415↑ INC

Top Adds (Buyers)

FilerΔ SharesValue
T. Rowe Price Investment Management, Inc.↑ INC
+2,344,454$37.07K
4D Advisors, LLCNEW
+350,000$3.40M
Medina Value Partners, LLC↑ INC
+170,128$15.56M
Vontobel Holding Ltd.↑ INC
+153,882$5.06M
CITADEL ADVISORS LLCNEW
+66,104$641.87K
Atom Investors LP↑ INC
+48,108$2.19M
AQR CAPITAL MANAGEMENT LLC↑ INC
+18,554$525.25K
Vident Advisory, LLCNEW
+16,167$156.98K
Cetera Investment AdvisersNEW
+12,079$117.29K
MANUFACTURERS LIFE INSURANCE COMPANY, THE↑ INC
+7,005$187.99K

Top Trims (Sellers)

FilerΔ SharesValue
NewEdge Wealth, LLC↓ DEC
-222,081$8.93M
Ancora Advisors LLC↓ DEC
-176,112$9.57M
Congruence Capital, LLC↓ DEC
-23,810$2.99M
Meros Investment Management, LP↓ DEC
-3,913$1.33M
FRANKLIN RESOURCES INC↓ DEC
-421$159.17K