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 |
|---|---|---|---|---|
BlackRock, Inc.CIK 0002012383 | 762,199 | $102.94M | +69,453 | ↑ INC |
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119 | 470,978 | $63.61M | +470,978 | NEW |
STATE STREET CORPCIK 0000093751 | 348,487 | $47.24M | +4,493 | ↑ INC |
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717 | 282,107 | $38.11M | +34,832 | ↑ INC |
Merit Financial Group, LLCCIK 0001621225 | 176,727 | $23.87M | -770 | ↓ DEC |
DIMENSIONAL FUND ADVISORS LPCIK 0000354204 | 159,678 | $21.56M | +27,953 | ↑ INC |
VANGUARD PORTFOLIO MANAGEMENT LLCCIK 0002100121 | 135,930 | $18.36M | +135,930 | NEW |
BANK OF MONTREAL /CAN/CIK 0000927971 | 103,836 | $14.02M | -2 | ↓ DEC |
NORTHERN TRUST CORPCIK 0000073124 | 98,405 | $13.29M | +12,389 | ↑ INC |
CHARLES SCHWAB INVESTMENT MANAGEMENT INCCIK 0000884546 | 83,967 | $11.34M | +9,203 | ↑ INC |
FIRST TRUST ADVISORS LPCIK 0001125816 | 73,036 | $9.86M | +6,416 | ↑ INC |
VANGUARD FIDUCIARY TRUST COCIK 0000933478 | 67,807 | $9.16M | +67,807 | NEW |
Creative PlanningCIK 0001540235 | 58,680 | $7.93M | -6 | ↓ DEC |
NICOLET BANKSHARES INCCIK 0001174850 | 51,519 | $7.00M | +42,605 | ↑ INC |
STIFEL FINANCIAL CORPCIK 0000720672 | 42,467 | $5.74M | -856 | ↓ DEC |
Bank of New York Mellon CorpCIK 0001390777 | 41,817 | $5.65M | +1,421 | ↑ INC |
MORGAN STANLEYCIK 0000895421 | 38,104 | $5.15M | -12,841 | ↓ DEC |
GOLDMAN SACHS GROUP INCCIK 0000886982 | 37,689 | $5.09M | -8,733 | ↓ DEC |
Wealthcare Advisory Partners LLCCIK 0001683059 | 37,359 | $5.05M | -221 | ↓ DEC |
TWO SIGMA INVESTMENTS, LPCIK 0001179392 | 35,727 | $4.83M | +15,671 | ↑ INC |
RENAISSANCE TECHNOLOGIES LLCCIK 0001037389 | 33,800 | $4.57M | -18,655 | ↓ DEC |
AMERICAN CENTURY COMPANIES INCCIK 0000748054 | 27,126 | $3.66M | -20,831 | ↓ DEC |
UBS Group AGCIK 0001610520 | 22,731 | $3.07M | -15,702 | ↓ DEC |
Nuveen, LLCCIK 0001871926 | 21,540 | $2.91M | +738 | ↑ INC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 21,060 | $2.84M | +2,284 | ↑ INC |
| Filer | Δ Shares | Value |
|---|---|---|
VANGUARD CAPITAL MANAGEMENT LLCNEW | +470,978 | $63.61M |
VANGUARD PORTFOLIO MANAGEMENT LLCNEW | +135,930 | $18.36M |
BlackRock, Inc.↑ INC | +69,453 | $102.94M |
VANGUARD FIDUCIARY TRUST CONEW | +67,807 | $9.16M |
NICOLET BANKSHARES INC↑ INC | +42,605 | $7.00M |
GEODE CAPITAL MANAGEMENT, LLC↑ INC | +34,832 | $38.11M |
DIMENSIONAL FUND ADVISORS LP↑ INC | +27,953 | $21.56M |
TWO SIGMA INVESTMENTS, LP↑ INC | +15,671 | $4.83M |
SUSQUEHANNA INTERNATIONAL GROUP, LLP↑ INC | +14,888 | $2.58M |
NORTHERN TRUST CORP↑ INC | +12,389 | $13.29M |
| Filer | Δ Shares | Value |
|---|---|---|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO↓ DEC | -490,387 | $27.55K |
AMERICAN CENTURY COMPANIES INC↓ DEC | -20,831 | $3.66M |
RENAISSANCE TECHNOLOGIES LLC↓ DEC | -18,655 | $4.57M |
PRINCIPAL FINANCIAL GROUP INC↓ DEC | -18,189 | $1.84M |
COMMONWEALTH EQUITY SERVICES, LLC↓ DEC | -18,052 | $310.57K |
UBS Group AG↓ DEC | -15,702 | $3.07M |
MORGAN STANLEY↓ DEC | -12,841 | $5.15M |
BARCLAYS PLC↓ DEC | -11,484 | $907.60K |
GOLDMAN SACHS GROUP INC↓ DEC | -8,733 | $5.09M |
JPMORGAN CHASE & CO↓ DEC | -6,332 | $1.12M |