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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

Institutions54.2%
Insiders47.7%
Institutions Count169
Institutions 54.2%Insiders 47.7%Float (Other) 0.0%
13F Filers (top 25)25Quarter 2026-03-31
Top-25 Reported Value$613.74MSum 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
6,163,727$151.13M+5,973↑ INC
VANGUARD PORTFOLIO MANAGEMENT LLCCIK 0002100121
2,276,806$55.83M+2,276,806NEW
325 CAPITAL LLCCIK 0001873893
1,839,076$45.09M–no_change
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119
1,710,262$41.94M+1,710,262NEW
STATE STREET CORPCIK 0000093751
1,650,490$40.47M-25,026↓ DEC
DIMENSIONAL FUND ADVISORS LPCIK 0000354204
1,368,079$33.54M+152,267↑ INC
WELLINGTON MANAGEMENT GROUP LLPCIK 0000902219
1,341,824$32.90M+602,971↑ INC
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717
1,038,085$25.46M+9,917↑ INC
683 Capital Management, LLCCIK 0001404574
700,000$17.16M+700,000NEW
CHARLES SCHWAB INVESTMENT MANAGEMENT INCCIK 0000884546
644,171$15.80M+95,019↑ INC
BANK OF AMERICA CORP /DE/CIK 0000070858
574,729$14.09M+67,628↑ INC
SteelPeak Wealth, LLCCIK 0001801868
559,937$13.73M-20,000↓ DEC
AMERIPRISE FINANCIAL INCCIK 0000820027
551,599$13.53M+113,603↑ INC
DIAMOND HILL CAPITAL MANAGEMENT INCCIK 0001217541
544,034$13.34M+111,308↑ INC
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLCCIK 0001164833
481,520$11.81M+64,590↑ INC
NORTHERN TRUST CORPCIK 0000073124
438,163$10.74M+35,700↑ INC
FMR LLCCIK 0000315066
416,125$10.20M-653,684↓ DEC
ROYCE & ASSOCIATES LPCIK 0000906304
396,961$9.73M+48,630↑ INC
JACOBS LEVY EQUITY MANAGEMENT, INCCIK 0000884414
386,424$9.48M-87,290↓ DEC
BNP Paribas Asset Management Holding S.A.CIK 0001520354
351,630$8.62M+46,569↑ INC
Invesco Ltd.CIK 0000914208
351,112$8.61M-4,104↓ DEC
MORGAN STANLEYCIK 0000895421
338,803$8.31M-95,022↓ DEC
LPL Financial LLCCIK 0001403438
309,125$7.58M–no_change
UBS Group AGCIK 0001610520
301,926$7.40M+125,826↑ INC
GOLDMAN SACHS GROUP INCCIK 0000886982
295,329$7.24M-19,362↓ DEC

Top Adds (Buyers)

FilerΔ SharesValue
VANGUARD PORTFOLIO MANAGEMENT LLCNEW
+2,276,806$55.83M
VANGUARD CAPITAL MANAGEMENT LLCNEW
+1,710,262$41.94M
683 Capital Management, LLCNEW
+700,000$17.16M
WELLINGTON MANAGEMENT GROUP LLP↑ INC
+602,971$32.90M
VANGUARD FIDUCIARY TRUST CONEW
+293,003$7.18M
DIMENSIONAL FUND ADVISORS LP↑ INC
+152,267$33.54M
UBS Group AG↑ INC
+125,826$7.40M
AMERIPRISE FINANCIAL INC↑ INC
+113,603$13.53M
DIAMOND HILL CAPITAL MANAGEMENT INC↑ INC
+111,308$13.34M
CHARLES SCHWAB INVESTMENT MANAGEMENT INC↑ INC
+95,019$15.80M

Top Trims (Sellers)

FilerΔ SharesValue
FMR LLC↓ DEC
-653,684$10.20M
MORGAN STANLEY↓ DEC
-95,022$8.31M
JACOBS LEVY EQUITY MANAGEMENT, INC↓ DEC
-87,290$9.48M
Shay Capital LLC↓ DEC
-81,000$980.80K
ExodusPoint Capital Management, LP↓ DEC
-80,813$469.58K
ROYAL BANK OF CANADA↓ DEC
-66,556$35.00K
BALYASNY ASSET MANAGEMENT L.P.↓ DEC
-55,561$1.43M
BARCLAYS PLC↓ DEC
-54,524$223.50K
Campbell & CO Investment Adviser LLC↓ DEC
-25,742$366.89K
STATE STREET CORP↓ DEC
-25,026$40.47M