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.
| Filer | Shares | Market Value | Δ Shares | Change |
|---|---|---|---|---|
LPL Financial LLCCIK 0001403438 | 50,573 | $1.21M | -992 | ↓ DEC |
Truffle Hound Capital, LLCCIK 0001595862 | 50,000 | $1.19M | – | no_change |
DIMENSIONAL FUND ADVISORS LPCIK 0000354204 | 41,847 | $998.68K | – | no_change |
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119 | 39,562 | $944.15K | +39,562 | NEW |
BRIDGEWAY CAPITAL MANAGEMENT, LLCCIK 0001107261 | 32,281 | $770.39K | +1,451 | ↑ INC |
EverSource Wealth Advisors, LLCCIK 0001710537 | 3,979 | $702.28K | +3,709 | ↑ INC |
Aptus Capital Advisors, LLCCIK 0001664193 | 27,290 | $651.28K | – | no_change |
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717 | 25,229 | $602.24K | -403 | ↓ DEC |
TRUIST FINANCIAL CORPCIK 0000092230 | 19,553 | $466.63K | – | no_change |
CAPTRUST FINANCIAL ADVISORSCIK 0001512024 | 19,188 | $457.92K | +10,177 | ↑ INC |
RENAISSANCE TECHNOLOGIES LLCCIK 0001037389 | 16,509 | $393.99K | – | no_change |
VANGUARD FIDUCIARY TRUST COCIK 0000933478 | 12,669 | $302.35K | +12,669 | NEW |
JAMISON PRIVATE WEALTH MANAGEMENT, INC.CIK 0002006637 | 12,514 | $298.65K | +4 | ↑ INC |
RBF Capital, LLCCIK 0001134621 | 10,000 | $238.65K | – | no_change |
BlackRock, Inc.CIK 0002012383 | 7,920 | $189.01K | +1,168 | ↑ INC |
MORGAN STANLEYCIK 0000895421 | 3,876 | $92.52K | – | no_change |
OSAIC HOLDINGS, INC.CIK 0001677044 | 1,301 | $31.05K | – | no_change |
Vanguard Global Advisers, LLCCIK 0001811242 | 964 | $23.01K | +964 | NEW |
Blue Trust, Inc.CIK 0001856022 | 98 | $2.34K | – | no_change |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COCIK 0001141802 | 61 | $1.46K | +61 | NEW |
JPMORGAN CHASE & COCIK 0000019617 | 14 | $332.00 | – | no_change |
UBS Group AGCIK 0001610520 | 13 | $310.00 | -3 | ↓ DEC |
M3F, Inc.CIK 0001511291 | 9,151 | $218.00 | +9,151 | NEW |
WELLS FARGO & COMPANY/MNCIK 0000072971 | 0 | $0.00 | – | sold_all |
| Filer | Δ Shares | Value |
|---|---|---|
VANGUARD CAPITAL MANAGEMENT LLCNEW | +39,562 | $944.15K |
VANGUARD FIDUCIARY TRUST CONEW | +12,669 | $302.35K |
CAPTRUST FINANCIAL ADVISORS↑ INC | +10,177 | $457.92K |
M3F, Inc.NEW | +9,151 | $218.00 |
EverSource Wealth Advisors, LLC↑ INC | +3,709 | $702.28K |
BRIDGEWAY CAPITAL MANAGEMENT, LLC↑ INC | +1,451 | $770.39K |
BlackRock, Inc.↑ INC | +1,168 | $189.01K |
Vanguard Global Advisers, LLCNEW | +964 | $23.01K |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CONEW | +61 | $1.46K |
JAMISON PRIVATE WEALTH MANAGEMENT, INC.↑ INC | +4 | $298.65K |
| Filer | Δ Shares | Value |
|---|---|---|
LPL Financial LLC↓ DEC | -992 | $1.21M |
GEODE CAPITAL MANAGEMENT, LLC↓ DEC | -403 | $602.24K |
UBS Group AG↓ DEC | -3 | $310.00 |
WELLS FARGO & COMPANY/MNsold_all | 0 | $0.00 |