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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

Institutions37.7%
Insiders9.9%
Institutions Count144
Institutions 37.7%Insiders 9.9%Float (Other) 52.4%
13F Filers (top 25)25Quarter 2026-03-31
Top-25 Reported Value$375.22MSum of shown holders' market value
Net Position Change10 adds · 10 trimsLargest movers this quarter

Top Holders by Value

25 shown
FilerSharesMarket ValueΔ SharesChange
BlackRock, Inc.CIK 0002012383
218,638$51.64M+2,680↑ INC
VANGUARD PORTFOLIO MANAGEMENT LLCCIK 0002100121
189,970$44.87M+189,970NEW
MORGAN STANLEYCIK 0000895421
164,158$38.77M-5,333↓ DEC
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.CIK 0001705339
152,661$36.06M-3,257↓ DEC
GOLDMAN SACHS GROUP INCCIK 0000886982
138,996$32.83M-9,648↓ DEC
SOUTHEASTERN ASSET MANAGEMENT INC/TN/CIK 0000807985
99,013$23.39M-23,699↓ DEC
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119
92,432$21.83M+92,432NEW
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717
58,975$13.93M+1,573↑ INC
STATE STREET CORPCIK 0000093751
53,501$12.64M+730↑ INC
TWO SIGMA INVESTMENTS, LPCIK 0001179392
50,486$11.92M+47,886↑ INC
CHARLES SCHWAB INVESTMENT MANAGEMENT INCCIK 0000884546
39,926$9.43M-292↓ DEC
DIMENSIONAL FUND ADVISORS LPCIK 0000354204
34,444$8.14M+724↑ INC
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUNDCIK 0001535845
33,800$7.98M-9,800↓ DEC
CITIGROUP INCCIK 0000831001
30,319$7.16M+28,526↑ INC
Bulldog Investors, LLPCIK 0001504304
28,000$6.61M–no_change
RENAISSANCE TECHNOLOGIES LLCCIK 0001037389
25,520$6.03M-7,206↓ DEC
Beverly Hills Private Wealth, LLCCIK 0001965710
23,708$5.60M+3,422↑ INC
JACOBS LEVY EQUITY MANAGEMENT, INCCIK 0000884414
23,569$5.57M-1,587↓ DEC
DENALI ADVISORS LLCCIK 0001142941
22,900$5.41M-7,000↓ DEC
NORTHERN TRUST CORPCIK 0000073124
20,546$4.85M+255↑ INC
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.CIK 0001238990
20,415$4.82M+20,415NEW
JPMORGAN CHASE & COCIK 0000019617
19,823$4.70M-8,267↓ DEC
Bank of New York Mellon CorpCIK 0001390777
15,869$3.75M+249↑ INC
Marnell Management LLCCIK 0001852314
15,841$3.74M+3,801↑ INC
DEUTSCHE BANK AG\CIK 0000948046
15,003$3.54M+13,017↑ INC

Top Adds (Buyers)

FilerΔ SharesValue
VANGUARD PORTFOLIO MANAGEMENT LLCNEW
+189,970$44.87M
VANGUARD CAPITAL MANAGEMENT LLCNEW
+92,432$21.83M
SG Americas Securities, LLC↑ INC
+63,776$17.65K
TWO SIGMA INVESTMENTS, LP↑ INC
+47,886$11.92M
CITIGROUP INC↑ INC
+28,526$7.16M
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.NEW
+20,415$4.82M
THOMPSON SIEGEL & WALMSLEY LLCNEW
+16,744$3.96K
VANGUARD FIDUCIARY TRUST CONEW
+14,905$3.52M
DEUTSCHE BANK AG\↑ INC
+13,017$3.54M
CITADEL ADVISORS LLC↑ INC
+7,129$2.49M

Top Trims (Sellers)

FilerΔ SharesValue
M&T BANK CORP↓ DEC
-276,032$231.95K
SOUTHEASTERN ASSET MANAGEMENT INC/TN/↓ DEC
-23,699$23.39M
UBS Group AG↓ DEC
-20,484$2.43M
BNP PARIBAS FINANCIAL MARKETS↓ DEC
-11,316$1.51M
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND↓ DEC
-9,800$7.98M
GOLDMAN SACHS GROUP INC↓ DEC
-9,648$32.83M
JPMORGAN CHASE & CO↓ DEC
-8,267$4.70M
RENAISSANCE TECHNOLOGIES LLC↓ DEC
-7,206$6.03M
DENALI ADVISORS LLC↓ DEC
-7,000$5.41M
MORGAN STANLEY↓ DEC
-5,333$38.77M