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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

Institutions32.1%
Insiders25.8%
Institutions Count166
Institutions 32.1%Insiders 25.8%Float (Other) 42.1%
13F Filers (top 25)25Quarter 2026-03-31
Top-25 Reported Value$306.87MSum 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
3,488,987$48.01M-134,436↓ DEC
DIMENSIONAL FUND ADVISORS LPCIK 0000354204
3,024,310$41.61M+334,629↑ INC
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119
1,746,827$24.04M+1,746,827NEW
Rubric Capital Management LPCIK 0001687509
1,726,447$23.76M+1,726,447NEW
AMERICAN CENTURY COMPANIES INCCIK 0000748054
1,313,129$18.07M+215,176↑ INC
Slotnik Capital, LLCCIK 0001963764
1,115,088$15.34M+1,115,088NEW
Fourth Sail Capital LPCIK 0001803158
1,109,200$15.26M+1,046,675↑ INC
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717
1,077,387$14.83M+28,789↑ INC
STATE STREET CORPCIK 0000093751
1,006,903$13.85M-43,996↓ DEC
BALYASNY ASSET MANAGEMENT L.P.CIK 0001218710
889,407$12.24M+871,340↑ INC
Integrated Advisors Network LLCCIK 0001660177
813,040$11.19M-3,000↓ DEC
VANGUARD PORTFOLIO MANAGEMENT LLCCIK 0002100121
782,400$10.77M+782,400NEW
GOLDMAN SACHS GROUP INCCIK 0000886982
445,528$6.13M-64,812↓ DEC
BANK OF AMERICA CORP /DE/CIK 0000070858
444,135$6.11M+395,287↑ INC
NORTHERN TRUST CORPCIK 0000073124
383,675$5.28M+16,239↑ INC
Quantinno Capital Management LPCIK 0001759654
361,837$4.98M+294,494↑ INC
LMR Partners LLPCIK 0001578621
347,426$4.78M+347,426NEW
CHARLES SCHWAB INVESTMENT MANAGEMENT INCCIK 0000884546
345,690$4.76M-5,506↓ DEC
NUANCE INVESTMENTS, LLCCIK 0001473182
301,576$4.15M-190,231↓ DEC
Invesco Ltd.CIK 0000914208
283,235$3.90M+202,029↑ INC
VANGUARD FIDUCIARY TRUST COCIK 0000933478
279,136$3.84M+279,136NEW
MORGAN STANLEYCIK 0000895421
266,963$3.67M-3,528↓ DEC
Capula Management LtdCIK 0001557017
258,000$3.55M+237,872↑ INC
BNP PARIBAS FINANCIAL MARKETSCIK 0001166588
255,606$3.52M+131,891↑ INC
Lido Advisors, LLCCIK 0001650150
235,167$3.24M-37,000↓ DEC

Top Adds (Buyers)

FilerΔ SharesValue
VANGUARD CAPITAL MANAGEMENT LLCNEW
+1,746,827$24.04M
Rubric Capital Management LPNEW
+1,726,447$23.76M
Slotnik Capital, LLCNEW
+1,115,088$15.34M
Fourth Sail Capital LP↑ INC
+1,046,675$15.26M
BALYASNY ASSET MANAGEMENT L.P.↑ INC
+871,340$12.24M
VANGUARD PORTFOLIO MANAGEMENT LLCNEW
+782,400$10.77M
BANK OF AMERICA CORP /DE/↑ INC
+395,287$6.11M
LMR Partners LLPNEW
+347,426$4.78M
DIMENSIONAL FUND ADVISORS LP↑ INC
+334,629$41.61M
Quantinno Capital Management LP↑ INC
+294,494$4.98M

Top Trims (Sellers)

FilerΔ SharesValue
Walnut Level Capital LLC↓ DEC
-774,447$219.25K
COMMONWEALTH EQUITY SERVICES, LLC↓ DEC
-194,726$2.88M
NUANCE INVESTMENTS, LLC↓ DEC
-190,231$4.15M
BlackRock, Inc.↓ DEC
-134,436$48.01M
JANE STREET GROUP, LLC↓ DEC
-126,115$1.77M
LOS ANGELES CAPITAL MANAGEMENT LLC↓ DEC
-122,763$4.62K
BARCLAYS PLC↓ DEC
-68,765$166.40K
GOLDMAN SACHS GROUP INC↓ DEC
-64,812$6.13M
STATE STREET CORP↓ DEC
-43,996$13.85M
Lido Advisors, LLC↓ DEC
-37,000$3.24M