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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

Institutions59.6%
Insiders16.5%
Institutions Count106
Institutions 59.6%Insiders 16.5%Float (Other) 23.9%
13F Filers (top 25)25Quarter 2026-03-31
Top-25 Reported Value$166.66MSum of shown holders' market value
Net Position Change10 adds · 10 trimsLargest movers this quarter

Top Holders by Value

25 shown
FilerSharesMarket ValueΔ SharesChange
GATE CITY CAPITAL MANAGEMENT, LLCCIK 0001705447
1,283,706$52.97M-13,973↓ DEC
BlackRock, Inc.CIK 0002012383
418,808$17.28M+22,429↑ INC
DIMENSIONAL FUND ADVISORS LPCIK 0000354204
287,141$11.85M-32,976↓ DEC
Pacific Ridge Capital Partners, LLCCIK 0001591546
285,332$11.77M+862↑ INC
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119
234,673$9.68M+234,673NEW
CM Management, LLCCIK 0001841857
200,000$8.25M–no_change
MORGAN STANLEYCIK 0000895421
146,147$6.03M+2,933↑ INC
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717
145,070$5.99M+6,459↑ INC
STATE STREET CORPCIK 0000093751
135,887$5.61M+3,356↑ INC
Peapod Lane Capital LLCCIK 0002050979
133,692$5.50M-9↓ DEC
Rodgers Brothers Inc.CIK 0001397290
112,603$4.65M+251↑ INC
Accordant Advisory Group IncCIK 0002013499
100,635$4.15M+6,224↑ INC
TOWERVIEW LLCCIK 0001166573
85,000$3.51M-19,251↓ DEC
OAK FAMILY ADVISORS, LLCCIK 0001846161
61,300$2.53M+3,645↑ INC
NORTHERN TRUST CORPCIK 0000073124
58,176$2.40M+700↑ INC
BARD ASSOCIATES INCCIK 0001105907
55,629$2.30M+106↑ INC
Bank of New York Mellon CorpCIK 0001390777
53,099$2.19M-1,533↓ DEC
NAPLES GLOBAL ADVISORS, LLCCIK 0001582151
46,748$1.93M-3,070↓ DEC
VANGUARD FIDUCIARY TRUST COCIK 0000933478
38,456$1.59M+38,456NEW
GOLDMAN SACHS GROUP INCCIK 0000886982
34,558$1.43M+7,326↑ INC
VANGUARD PORTFOLIO MANAGEMENT LLCCIK 0002100121
32,580$1.34M+32,580NEW
UBS Group AGCIK 0001610520
23,953$988.30K-306↓ DEC
Ellsworth Advisors, LLCCIK 0001843553
23,304$961.52K+165↑ INC
Abundance Wealth CounselorsCIK 0001767080
21,929$904.79K+2,456↑ INC
Allen Investment Management, LLCCIK 0001326234
21,106$870.83K–no_change

Top Adds (Buyers)

FilerΔ SharesValue
VANGUARD CAPITAL MANAGEMENT LLCNEW
+234,673$9.68M
VANGUARD FIDUCIARY TRUST CONEW
+38,456$1.59M
VANGUARD PORTFOLIO MANAGEMENT LLCNEW
+32,580$1.34M
BlackRock, Inc.↑ INC
+22,429$17.28M
BNP PARIBAS FINANCIAL MARKETS↑ INC
+7,750$371.63K
GOLDMAN SACHS GROUP INC↑ INC
+7,326$1.43M
Engineers Gate Manager LPNEW
+6,578$271.41K
GEODE CAPITAL MANAGEMENT, LLC↑ INC
+6,459$5.99M
Accordant Advisory Group Inc↑ INC
+6,224$4.15M
Byrne Asset Management LLCNEW
+4,340$179.07K

Top Trims (Sellers)

FilerΔ SharesValue
DIMENSIONAL FUND ADVISORS LP↓ DEC
-32,976$11.85M
TOWERVIEW LLC↓ DEC
-19,251$3.51M
GATE CITY CAPITAL MANAGEMENT, LLC↓ DEC
-13,973$52.97M
TWO SIGMA INVESTMENTS, LP↓ DEC
-12,669$302.44K
MILLENNIUM MANAGEMENT LLC↓ DEC
-12,606$333.01K
Squarepoint Ops LLC↓ DEC
-11,671$420.69K
BRIDGEWAY CAPITAL MANAGEMENT, LLC↓ DEC
-8,000$554.45K
BARCLAYS PLC↓ DEC
-7,678$46.09K
WELLS FARGO & COMPANY/MN↓ DEC
-4,174$100.43K
Worth Venture Partners, LLC↓ DEC
-3,700$261.51K