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

Institutions72.4%
Insiders14.8%
Institutions Count84
Institutions 72.4%Insiders 14.8%Float (Other) 12.8%
13F Filers (top 25)25Quarter 2026-03-31
Top-25 Reported Value$211.07MSum of shown holders' market value
Net Position Change10 adds · 10 trimsLargest movers this quarter

Top Holders by Value

25 shown
FilerSharesMarket ValueΔ SharesChange
Patriot Financial Partners GP II, L.P.CIK 0002061817
1,050,918$29.95M–no_change
Fourthstone LLCCIK 0001767803
1,046,582$29.83M-44,437↓ DEC
ALLIANCEBERNSTEIN L.P.CIK 0001109448
888,281$23.59M+15,054↑ INC
ENDEAVOUR CAPITAL ADVISORS INCCIK 0001218749
708,491$20.19M+10,605↑ INC
BANC FUNDS CO LLCCIK 0001029311
665,100$18.96M+68,670↑ INC
MANUFACTURERS LIFE INSURANCE COMPANY, THECIK 0000928047
421,584$12.02M-3,108↓ DEC
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119
339,317$9.67M+339,317NEW
WELLINGTON MANAGEMENT GROUP LLPCIK 0000902219
326,717$9.31M-15,354↓ DEC
BlackRock, Inc.CIK 0002012383
222,596$6.34M+13,704↑ INC
MENDON CAPITAL ADVISORS CORPCIK 0001177043
219,678$6.26M-14,875↓ DEC
Curi Capital, LLCCIK 0001332905
200,001$5.70M-14,874↓ DEC
First Eagle Investment Management, LLCCIK 0001325447
197,340$5.62M+43,840↑ INC
MALTESE CAPITAL MANAGEMENT LLCCIK 0001040762
176,200$5.02M-128,800↓ DEC
North Reef Capital Management LPCIK 0001867831
123,022$3.51M-649↓ DEC
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717
121,648$3.47M+4,431↑ INC
FRANKLIN RESOURCES INCCIK 0000038777
119,242$3.40M-6,200↓ DEC
EJF Capital LPCIK 0001353254
113,529$3.24M-2,850↓ DEC
JACOBS ASSET MANAGEMENT, LLCCIK 0001351063
88,885$2.53M-46,115↓ DEC
MORGAN STANLEYCIK 0000895421
77,511$2.21M+56,084↑ INC
STATE STREET CORPCIK 0000093751
69,504$1.98M+45,360↑ INC
Qube Research & Technologies LtdCIK 0001729829
69,360$1.98M+54,521↑ INC
Elizabeth Park Capital Advisors, Ltd.CIK 0001600583
61,551$1.75M+41,551↑ INC
Composition Wealth, LLCCIK 0001585859
54,200$1.54M-11,000↓ DEC
AMERICAN CENTURY COMPANIES INCCIK 0000748054
52,941$1.51M+52,941NEW
TWO SIGMA INVESTMENTS, LPCIK 0001179392
52,046$1.48M-21,248↓ DEC

Top Adds (Buyers)

FilerΔ SharesValue
VANGUARD CAPITAL MANAGEMENT LLCNEW
+339,317$9.67M
BANC FUNDS CO LLC↑ INC
+68,670$18.96M
MORGAN STANLEY↑ INC
+56,084$2.21M
Qube Research & Technologies Ltd↑ INC
+54,521$1.98M
AMERICAN CENTURY COMPANIES INCNEW
+52,941$1.51M
VANGUARD FIDUCIARY TRUST CONEW
+48,345$1.38M
STATE STREET CORP↑ INC
+45,360$1.98M
First Eagle Investment Management, LLC↑ INC
+43,840$5.62M
Elizabeth Park Capital Advisors, Ltd.↑ INC
+41,551$1.75M
PRUDENTIAL FINANCIAL INCNEW
+21,330$607.90K

Top Trims (Sellers)

FilerΔ SharesValue
MALTESE CAPITAL MANAGEMENT LLC↓ DEC
-128,800$5.02M
JACOBS ASSET MANAGEMENT, LLC↓ DEC
-46,115$2.53M
Fourthstone LLC↓ DEC
-44,437$29.83M
CITADEL ADVISORS LLC↓ DEC
-22,946$1.04M
TWO SIGMA INVESTMENTS, LP↓ DEC
-21,248$1.48M
WELLINGTON MANAGEMENT GROUP LLP↓ DEC
-15,354$9.31M
MENDON CAPITAL ADVISORS CORP↓ DEC
-14,875$6.26M
Curi Capital, LLC↓ DEC
-14,874$5.70M
UBS Group AG↓ DEC
-14,748$380.36K
Composition Wealth, LLC↓ DEC
-11,000$1.54M