Stockfacts
Use CasesDocsPricing
Log inSign up free
OverviewFinancialsTrendsTranscriptsOptionsInstitutionsInsidersCorporate ActionsSEC Filings
Stockfacts

EOD US-equity data for investors and AI agents

Data is end-of-day, not real-time, and not investment advice

Use CasesDashboard

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

Institutions13.1%
Insiders8.6%
Institutions Count58
Institutions 13.1%Insiders 8.6%Float (Other) 78.3%
13F Filers (top 25)25Quarter 2026-03-31
Top-25 Reported Value$458.01MSum of shown holders' market value
Net Position Change10 adds · 10 trimsLargest movers this quarter

Top Holders by Value

25 shown
FilerSharesMarket ValueΔ SharesChange
FIRST TRUST ADVISORS LPCIK 0001125816
1,356,635$110.54M-107,584↓ DEC
AMERICAN CENTURY COMPANIES INCCIK 0000748054
1,316,129$107.24M+103,974↑ INC
AQR CAPITAL MANAGEMENT LLCCIK 0001167557
860,440$69.82M+334,306↑ INC
Boston PartnersCIK 0001386060
575,890$46.89M-190,761↓ DEC
FRANKLIN RESOURCES INCCIK 0000038777
384,457$31.33M+111,974↑ INC
Man Group plcCIK 0001637460
203,916$16.62M+109,026↑ INC
CITADEL ADVISORS LLCCIK 0001423053
143,366$11.68M-18,369↓ DEC
Clearbridge Investments, LLCCIK 0001348883
122,572$9.99M-3,591↓ DEC
CAPITOLIS LIQUID GLOBAL MARKETS LLCCIK 0002094379
86,900$7.08M-24,200↓ DEC
MANUFACTURERS LIFE INSURANCE COMPANY, THECIK 0000928047
79,069$6.44M-917↓ DEC
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLCCIK 0001164833
79,045$6.44M-1,240↓ DEC
Bridgewater Associates, LPCIK 0001350694
71,447$5.82M-50,698↓ DEC
EULAV Asset ManagementCIK 0001540826
60,000$4.89M–no_change
BANK OF NOVA SCOTIACIK 0000009631
59,909$4.88M+25,372↑ INC
Magnetar Financial LLCCIK 0001352851
48,431$3.95M+41,712↑ INC
NATIXISCIK 0001274981
29,135$2.37M-27,600↓ DEC
Focus Partners WealthCIK 0001542153
24,970$2.04M+1,320↑ INC
INTECH INVESTMENT MANAGEMENT LLCCIK 0001086318
22,451$1.83M-5,145↓ DEC
Chou Associates Management Inc.CIK 0001389403
16,990$1.38M+6,000↑ INC
TORONTO DOMINION BANKCIK 0000947263
15,565$1.27M-49,545↓ DEC
JACOBS LEVY EQUITY MANAGEMENT, INCCIK 0000884414
15,322$1.25M–no_change
Pathstone Holdings, LLCCIK 0002011612
13,833$1.13M-53↓ DEC
Aquatic Capital Management LLCCIK 0001803916
13,313$1.08M+723↑ INC
CWM, LLCCIK 0001535847
12,987$1.06M+1,371↑ INC
&PARTNERSCIK 0000107136
12,275$1.00M-1,834↓ DEC

Top Adds (Buyers)

FilerΔ SharesValue
AQR CAPITAL MANAGEMENT LLC↑ INC
+334,306$69.82M
FRANKLIN RESOURCES INC↑ INC
+111,974$31.33M
Man Group plc↑ INC
+109,026$16.62M
AMERICAN CENTURY COMPANIES INC↑ INC
+103,974$107.24M
Magnetar Financial LLC↑ INC
+41,712$3.95M
BANK OF NOVA SCOTIA↑ INC
+25,372$4.88M
TWINBEECH CAPITAL LP↑ INC
+7,696$920.40K
Chou Associates Management Inc.↑ INC
+6,000$1.38M
EVERGREEN CAPITAL MANAGEMENT LLC↑ INC
+3,398$796.96K
HUB Investment Partners, LLCNEW
+3,290$268.07K

Top Trims (Sellers)

FilerΔ SharesValue
Boston Partners↓ DEC
-190,761$46.89M
FIRST TRUST ADVISORS LP↓ DEC
-107,584$110.54M
Bridgewater Associates, LP↓ DEC
-50,698$5.82M
TORONTO DOMINION BANK↓ DEC
-49,545$1.27M
NATIXIS↓ DEC
-27,600$2.37M
CAPITOLIS LIQUID GLOBAL MARKETS LLC↓ DEC
-24,200$7.08M
Sapience Investments, LLC↓ DEC
-20,592$2.44K
Engineers Gate Manager LP↓ DEC
-19,068$450.34K
CITADEL ADVISORS LLC↓ DEC
-18,369$11.68M
CANADA PENSION PLAN INVESTMENT BOARD↓ DEC
-11,800$342.22K