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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

Institutions62.5%
Insiders5.5%
Institutions Count99
Institutions 62.5%Insiders 5.5%Float (Other) 32.0%
13F Filers (top 25)25Quarter 2026-03-31
Top-25 Reported Value$181.04MSum 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
1,018,622$30.28M-40,313↓ DEC
BlackRock, Inc.CIK 0002012383
848,143$25.21M-30,618↓ DEC
ROYCE & ASSOCIATES LPCIK 0000906304
722,191$21.47M+67,138↑ INC
DIMENSIONAL FUND ADVISORS LPCIK 0000354204
617,857$18.37M-464↓ DEC
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119
539,700$16.04M+539,700NEW
ALLIANCEBERNSTEIN L.P.CIK 0001109448
474,207$13.94M+4,200↑ INC
MANUFACTURERS LIFE INSURANCE COMPANY, THECIK 0000928047
368,510$10.95M-29,374↓ DEC
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717
251,405$7.47M+8,657↑ INC
STATE STREET CORPCIK 0000093751
189,684$5.69M+13,917↑ INC
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLCCIK 0001164833
121,283$3.61M-1,210↓ DEC
BRIDGEWAY CAPITAL MANAGEMENT, LLCCIK 0001107261
104,366$3.10M+12,552↑ INC
AMERICAN CENTURY COMPANIES INCCIK 0000748054
104,292$3.10M+218↑ INC
GOLDMAN SACHS GROUP INCCIK 0000886982
98,684$2.93M+10,709↑ INC
FIRST MANHATTAN CO. LLC.CIK 0000728083
94,836$2.85M–no_change
NORTHERN TRUST CORPCIK 0000073124
83,543$2.48M+5,478↑ INC
CALDWELL SUTTER CAPITAL, INC.CIK 0000702007
80,010$2.38M–no_change
VANGUARD FIDUCIARY TRUST COCIK 0000933478
67,934$2.02M+67,934NEW
VANGUARD PORTFOLIO MANAGEMENT LLCCIK 0002100121
58,791$1.75M+58,791NEW
RENAISSANCE TECHNOLOGIES LLCCIK 0001037389
54,100$1.61M-5,002↓ DEC
MORGAN STANLEYCIK 0000895421
40,761$1.21M+10,694↑ INC
Bank of New York Mellon CorpCIK 0001390777
34,476$1.02M-2,920↓ DEC
TWO SIGMA INVESTMENTS, LPCIK 0001179392
32,883$977.45K+13,430↑ INC
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPCIK 0001164508
32,844$976.29K–no_change
CHARLES SCHWAB INVESTMENT MANAGEMENT INCCIK 0000884546
27,300$811.49K-2,912↓ DEC
STRATEGIC VALUE BANK PARTNERS LLCCIK 0001904067
26,393$784.53K+26,393NEW

Top Adds (Buyers)

FilerΔ SharesValue
VANGUARD CAPITAL MANAGEMENT LLCNEW
+539,700$16.04M
VANGUARD FIDUCIARY TRUST CONEW
+67,934$2.02M
ROYCE & ASSOCIATES LP↑ INC
+67,138$21.47M
VANGUARD PORTFOLIO MANAGEMENT LLCNEW
+58,791$1.75M
STRATEGIC VALUE BANK PARTNERS LLCNEW
+26,393$784.53K
STATE STREET CORP↑ INC
+13,917$5.69M
TWO SIGMA INVESTMENTS, LP↑ INC
+13,430$977.45K
BRIDGEWAY CAPITAL MANAGEMENT, LLC↑ INC
+12,552$3.10M
GOLDMAN SACHS GROUP INC↑ INC
+10,709$2.93M
MORGAN STANLEY↑ INC
+10,694$1.21M

Top Trims (Sellers)

FilerΔ SharesValue
UBS Group AG↓ DEC
-110,993$202.93K
WELLINGTON MANAGEMENT GROUP LLP↓ DEC
-40,313$30.28M
BlackRock, Inc.↓ DEC
-30,618$25.21M
MANUFACTURERS LIFE INSURANCE COMPANY, THE↓ DEC
-29,374$10.95M
JACOBS LEVY EQUITY MANAGEMENT, INC↓ DEC
-14,877$206.02K
BARCLAYS PLC↓ DEC
-13,549$481.52K
OSAIC HOLDINGS, INC.↓ DEC
-10,102$18.82K
WOODWARD DIVERSIFIED CAPITAL, LLC↓ DEC
-8,000$641.52K
WELLS FARGO & COMPANY/MN↓ DEC
-7,607$114.98K
FRANKLIN RESOURCES INC↓ DEC
-6,951$258.73K