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

Institutions68.5%
Insiders0.9%
Institutions Count145
Institutions 68.5%Insiders 0.9%Float (Other) 30.5%
13F Filers (top 25)25Quarter 2026-03-31
Top-25 Reported Value$509.29MSum of shown holders' market value
Net Position Change10 adds · 10 trimsLargest movers this quarter

Top Holders by Value

25 shown
FilerSharesMarket ValueΔ SharesChange
WELLINGTON MANAGEMENT GROUP LLPCIK 0000902219
5,530,346$121.89M-143,674↓ DEC
BlackRock, Inc.CIK 0002012383
2,797,058$61.65M-68,821↓ DEC
Patriot Financial Partners GP II, L.P.CIK 0002061817
2,257,283$49.75M-58,306↓ DEC
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119
1,773,023$39.08M+1,773,023NEW
DIMENSIONAL FUND ADVISORS LPCIK 0000354204
1,388,926$30.61M+133,050↑ INC
North Reef Capital Management LPCIK 0001867831
1,160,488$25.58M+935,488↑ INC
STATE STREET CORPCIK 0000093751
1,137,121$25.06M-36,447↓ DEC
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717
915,696$20.19M+18,827↑ INC
UBS Group AGCIK 0001610520
875,721$19.30M+744,789↑ INC
AMERICAN CENTURY COMPANIES INCCIK 0000748054
528,240$11.64M+288,902↑ INC
MALTESE CAPITAL MANAGEMENT LLCCIK 0001040762
492,500$10.85M-100,000↓ DEC
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLCCIK 0001164833
470,678$10.37M-14,040↓ DEC
TWO SIGMA INVESTMENTS, LPCIK 0001179392
440,547$9.71M+156,530↑ INC
VANGUARD PORTFOLIO MANAGEMENT LLCCIK 0002100121
418,545$9.22M+418,545NEW
CHARLES SCHWAB INVESTMENT MANAGEMENT INCCIK 0000884546
361,363$7.96M+15,793↑ INC
NORTHERN TRUST CORPCIK 0000073124
302,618$6.67M+15,898↑ INC
GOLDMAN SACHS GROUP INCCIK 0000886982
299,767$6.61M+77,788↑ INC
MENDON CAPITAL ADVISORS CORPCIK 0001177043
273,308$6.02M-53,100↓ DEC
BRIDGEWAY CAPITAL MANAGEMENT, LLCCIK 0001107261
264,730$5.83M+5,492↑ INC
VANGUARD FIDUCIARY TRUST COCIK 0000933478
254,519$5.61M+254,519NEW
Curi Capital, LLCCIK 0001332905
250,056$5.51M-50,000↓ DEC
FJ Capital Management LLCCIK 0001599170
245,913$5.42M+245,913NEW
Verition Fund Management LLCCIK 0001454027
230,500$5.08M-285,840↓ DEC
Brevan Howard Capital Management LPCIK 0001512857
225,000$4.96M-95,000↓ DEC
PEREGRINE CAPITAL MANAGEMENT LLCCIK 0000764529
213,377$4.70M-20,592↓ DEC

Top Adds (Buyers)

FilerΔ SharesValue
VANGUARD CAPITAL MANAGEMENT LLCNEW
+1,773,023$39.08M
North Reef Capital Management LP↑ INC
+935,488$25.58M
UBS Group AG↑ INC
+744,789$19.30M
VANGUARD PORTFOLIO MANAGEMENT LLCNEW
+418,545$9.22M
AMERICAN CENTURY COMPANIES INC↑ INC
+288,902$11.64M
VANGUARD FIDUCIARY TRUST CONEW
+254,519$5.61M
FJ Capital Management LLCNEW
+245,913$5.42M
TWO SIGMA INVESTMENTS, LP↑ INC
+156,530$9.71M
DIMENSIONAL FUND ADVISORS LP↑ INC
+133,050$30.61M
Man Group plcNEW
+91,551$2.02M

Top Trims (Sellers)

FilerΔ SharesValue
Verition Fund Management LLC↓ DEC
-285,840$5.08M
WELLINGTON MANAGEMENT GROUP LLP↓ DEC
-143,674$121.89M
MALTESE CAPITAL MANAGEMENT LLC↓ DEC
-100,000$10.85M
Brevan Howard Capital Management LP↓ DEC
-95,000$4.96M
BOOTHBAY FUND MANAGEMENT, LLC↓ DEC
-92,194$2.66M
MORGAN STANLEY↓ DEC
-77,350$1.51M
BlackRock, Inc.↓ DEC
-68,821$61.65M
Patriot Financial Partners GP II, L.P.↓ DEC
-58,306$49.75M
ALLIANCEBERNSTEIN L.P.↓ DEC
-56,500$1.51M
BANK OF AMERICA CORP /DE/↓ DEC
-53,465$1.73M