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.
| Filer | Shares | Market Value | Δ Shares | Change |
|---|---|---|---|---|
BlackRock, Inc.CIK 0002012383 | 737,476 | $109.40M | +23,865 | ↑ INC |
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119 | 396,966 | $58.89M | +396,966 | NEW |
DIMENSIONAL FUND ADVISORS LPCIK 0000354204 | 395,276 | $58.64M | +23,228 | ↑ INC |
PRINCIPAL FINANCIAL GROUP INCCIK 0001126328 | 351,330 | $52.12M | +39,702 | ↑ INC |
CHARLES SCHWAB INVESTMENT MANAGEMENT INCCIK 0000884546 | 323,589 | $48.00M | +215,856 | ↑ INC |
AMERICAN CENTURY COMPANIES INCCIK 0000748054 | 323,373 | $47.97M | +23,127 | ↑ INC |
WELLINGTON MANAGEMENT GROUP LLPCIK 0000902219 | 318,072 | $47.19M | +55,141 | ↑ INC |
Boston PartnersCIK 0001386060 | 277,878 | $41.31M | -67,673 | ↓ DEC |
Capital World InvestorsCIK 0001422849 | 275,768 | $40.91M | – | no_change |
CAPTRUST FINANCIAL ADVISORSCIK 0001512024 | 266,275 | $39.50M | -92,633 | ↓ DEC |
Copeland Capital Management, LLCCIK 0001541743 | 236,583 | $35.10M | -4,322 | ↓ DEC |
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717 | 229,611 | $34.07M | +8,488 | ↑ INC |
LOOMIS SAYLES & CO L PCIK 0000312348 | 218,503 | $32.41M | -6,822 | ↓ DEC |
STATE STREET CORPCIK 0000093751 | 213,544 | $31.68M | +4,275 | ↑ INC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 214,685 | $31.50M | -8,977 | ↓ DEC |
Invesco Ltd.CIK 0000914208 | 116,438 | $17.27M | +101,087 | ↑ INC |
RICE HALL JAMES & ASSOCIATES, LLCCIK 0001230765 | 114,705 | $17.02M | +2,281 | ↑ INC |
NORTHERN TRUST CORPCIK 0000073124 | 112,851 | $16.74M | -3,650 | ↓ DEC |
WEYBOSSET RESEARCH & MANAGEMENT LLCCIK 0001280604 | 103,743 | $15.39M | -392 | ↓ DEC |
GOLDMAN SACHS GROUP INCCIK 0000886982 | 86,741 | $12.87M | -551 | ↓ DEC |
ENVESTNET ASSET MANAGEMENT INCCIK 0001407543 | 75,817 | $11.25M | +10,721 | ↑ INC |
VANGUARD PORTFOLIO MANAGEMENT LLCCIK 0002100121 | 73,985 | $10.98M | +73,985 | NEW |
WELLS FARGO & COMPANY/MNCIK 0000072971 | 68,615 | $10.18M | +1,417 | ↑ INC |
BRIDGEWAY CAPITAL MANAGEMENT, LLCCIK 0001107261 | 68,280 | $10.13M | -2,894 | ↓ DEC |
Qube Research & Technologies LtdCIK 0001729829 | 67,562 | $10.02M | +19,922 | ↑ INC |
| Filer | Δ Shares | Value |
|---|---|---|
VANGUARD CAPITAL MANAGEMENT LLCNEW | +396,966 | $58.89M |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC↑ INC | +215,856 | $48.00M |
Invesco Ltd.↑ INC | +101,087 | $17.27M |
VANGUARD PORTFOLIO MANAGEMENT LLCNEW | +73,985 | $10.98M |
VANGUARD FIDUCIARY TRUST CONEW | +61,945 | $9.19M |
WELLINGTON MANAGEMENT GROUP LLP↑ INC | +55,141 | $47.19M |
Mountain Lake Investment Management LLCNEW | +42,844 | $6.36M |
HUNTINGTON BANCSHARES INC /MD/NEW | +40,472 | $584.01K |
PRINCIPAL FINANCIAL GROUP INC↑ INC | +39,702 | $52.12M |
BlackRock, Inc.↑ INC | +23,865 | $109.40M |
| Filer | Δ Shares | Value |
|---|---|---|
FMR LLC↓ DEC | -342,011 | $238.27K |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO↓ DEC | -127,561 | $65.42K |
CAPTRUST FINANCIAL ADVISORS↓ DEC | -92,633 | $39.50M |
Boston Partners↓ DEC | -67,673 | $41.31M |
MORGAN STANLEY↓ DEC | -21,021 | $6.96M |
MILLENNIUM MANAGEMENT LLC↓ DEC | -19,762 | $4.11M |
BESSEMER GROUP INC↓ DEC | -17,155 | $376.00 |
Ancora Advisors LLC↓ DEC | -15,943 | $31.45K |
JANE STREET GROUP, LLC↓ DEC | -14,418 | $786.11K |
DARK FOREST CAPITAL MANAGEMENT LP↓ DEC | -9,116 | $665.94K |