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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

Institutions23.5%
Insiders33.4%
Institutions Count103
Institutions 23.5%Insiders 33.4%Float (Other) 43.1%
13F Filers (top 25)25Quarter 2026-03-31
Top-25 Reported Value$169.10MSum 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
754,958$39.61M+50,676↑ INC
DIMENSIONAL FUND ADVISORS LPCIK 0000354204
522,545$27.42M-43,554↓ DEC
BlackRock, Inc.CIK 0002012383
430,167$22.57M-3,171↓ DEC
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119
235,281$12.35M+235,281NEW
AMERICAN CENTURY COMPANIES INCCIK 0000748054
185,091$9.71M+24,114↑ INC
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717
143,095$7.51M+5,798↑ INC
BRIDGEWAY CAPITAL MANAGEMENT, LLCCIK 0001107261
121,403$6.37M+9,256↑ INC
HB Wealth Management, LLCCIK 0001911253
118,788$6.23M+112,407↑ INC
STATE STREET CORPCIK 0000093751
115,879$6.08M-1,192↓ DEC
RENAISSANCE TECHNOLOGIES LLCCIK 0001037389
115,558$6.06M-12,400↓ DEC
CHARLES SCHWAB INVESTMENT MANAGEMENT INCCIK 0000884546
63,685$3.34M-1,470↓ DEC
NORTHERN TRUST CORPCIK 0000073124
59,573$3.13M+2,717↑ INC
JPMORGAN CHASE & COCIK 0000019617
54,084$2.78M+49,250↑ INC
VANGUARD PORTFOLIO MANAGEMENT LLCCIK 0002100121
40,801$2.14M+40,801NEW
VANGUARD FIDUCIARY TRUST COCIK 0000933478
35,450$1.86M+35,450NEW
CITADEL ADVISORS LLCCIK 0001423053
30,791$1.62M+15,497↑ INC
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPCIK 0001164508
29,053$1.52M-52,922↓ DEC
PANAGORA ASSET MANAGEMENT INCCIK 0000883677
28,031$1.47M-160↓ DEC
GOLDMAN SACHS GROUP INCCIK 0000886982
26,027$1.37M+4,439↑ INC
Bank of New York Mellon CorpCIK 0001390777
23,023$1.21M-6,671↓ DEC
AQR CAPITAL MANAGEMENT LLCCIK 0001167557
21,882$1.15M+6,746↑ INC
JACOBS LEVY EQUITY MANAGEMENT, INCCIK 0000884414
20,912$1.10M-5,181↓ DEC
UBS Group AGCIK 0001610520
17,847$936.43K-19,735↓ DEC
RAYMOND JAMES FINANCIAL INCCIK 0000720005
16,757$879.24K-660↓ DEC
Invesco Ltd.CIK 0000914208
13,278$696.70K-79↓ DEC

Top Adds (Buyers)

FilerΔ SharesValue
VANGUARD CAPITAL MANAGEMENT LLCNEW
+235,281$12.35M
HB Wealth Management, LLC↑ INC
+112,407$6.23M
WELLINGTON MANAGEMENT GROUP LLP↑ INC
+50,676$39.61M
JPMORGAN CHASE & CO↑ INC
+49,250$2.78M
VANGUARD PORTFOLIO MANAGEMENT LLCNEW
+40,801$2.14M
VANGUARD FIDUCIARY TRUST CONEW
+35,450$1.86M
AMERICAN CENTURY COMPANIES INC↑ INC
+24,114$9.71M
CITADEL ADVISORS LLC↑ INC
+15,497$1.62M
PICTON MAHONEY ASSET MANAGEMENTNEW
+10,810$567.20K
BRIDGEWAY CAPITAL MANAGEMENT, LLC↑ INC
+9,256$6.37M

Top Trims (Sellers)

FilerΔ SharesValue
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP↓ DEC
-52,922$1.52M
DIMENSIONAL FUND ADVISORS LP↓ DEC
-43,554$27.42M
LOS ANGELES CAPITAL MANAGEMENT LLC↓ DEC
-22,217$474.75K
UBS Group AG↓ DEC
-19,735$936.43K
RENAISSANCE TECHNOLOGIES LLC↓ DEC
-12,400$6.06M
Russell Investments Group, Ltd.↓ DEC
-12,340$306.21K
BARCLAYS PLC↓ DEC
-7,142$147.28K
Bank of New York Mellon Corp↓ DEC
-6,671$1.21M
MORGAN STANLEY↓ DEC
-5,535$687.13K
JACOBS LEVY EQUITY MANAGEMENT, INC↓ DEC
-5,181$1.10M