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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

Institutions57.0%
Insiders3.4%
Institutions Count164
Institutions 57.0%Insiders 3.4%Float (Other) 39.5%
13F Filers (top 25)25Quarter 2026-03-31
Top-25 Reported Value$238.57MSum 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
1,393,265$45.21M+98,512↑ INC
DIMENSIONAL FUND ADVISORS LPCIK 0000354204
892,121$28.95M+16,153↑ INC
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119
735,909$23.88M+735,909NEW
Boston PartnersCIK 0001386060
421,783$13.73M+275,423↑ INC
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717
414,270$13.45M+3,825↑ INC
BAR HARBOR WEALTH MANAGEMENTCIK 0001035463
400,931$13.01M-19,752↓ DEC
MANUFACTURERS LIFE INSURANCE COMPANY, THECIK 0000928047
374,639$12.16M+38,274↑ INC
STATE STREET CORPCIK 0000093751
369,880$12.00M+7,296↑ INC
TWO SIGMA INVESTMENTS, LPCIK 0001179392
252,514$8.19M+168,023↑ INC
AMERICAN CENTURY COMPANIES INCCIK 0000748054
248,276$8.06M-3,913↓ DEC
RENAISSANCE TECHNOLOGIES LLCCIK 0001037389
184,284$5.98M+63,300↑ INC
NORTHERN TRUST CORPCIK 0000073124
157,030$5.10M+6,147↑ INC
MORGAN STANLEYCIK 0000895421
147,476$4.79M+20,900↑ INC
North Star Investment Management Corp.CIK 0001342857
145,580$4.72M–no_change
RBF Capital, LLCCIK 0001134621
133,270$4.32M–no_change
MILLENNIUM MANAGEMENT LLCCIK 0001273087
121,436$3.94M+87,516↑ INC
Private Capital Management, LLCCIK 0001588456
121,220$3.93M+121,220NEW
VANGUARD PORTFOLIO MANAGEMENT LLCCIK 0002100121
120,107$3.90M+120,107NEW
BRIDGEWAY CAPITAL MANAGEMENT, LLCCIK 0001107261
118,076$3.83M+5,832↑ INC
Nuveen, LLCCIK 0001871926
115,733$3.76M+42,712↑ INC
VANGUARD FIDUCIARY TRUST COCIK 0000933478
110,687$3.59M+110,687NEW
GOLDMAN SACHS GROUP INCCIK 0000886982
106,125$3.44M+48,199↑ INC
CITADEL ADVISORS LLCCIK 0001423053
104,706$3.40M+79,455↑ INC
Bank of New York Mellon CorpCIK 0001390777
83,681$2.72M+753↑ INC
Elizabeth Park Capital Advisors, Ltd.CIK 0001600583
77,623$2.52M–no_change

Top Adds (Buyers)

FilerΔ SharesValue
VANGUARD CAPITAL MANAGEMENT LLCNEW
+735,909$23.88M
Boston Partners↑ INC
+275,423$13.73M
TWO SIGMA INVESTMENTS, LP↑ INC
+168,023$8.19M
HRT FINANCIAL LP↑ INC
+141,994$4.93K
Private Capital Management, LLCNEW
+121,220$3.93M
VANGUARD PORTFOLIO MANAGEMENT LLCNEW
+120,107$3.90M
VANGUARD FIDUCIARY TRUST CONEW
+110,687$3.59M
BlackRock, Inc.↑ INC
+98,512$45.21M
MILLENNIUM MANAGEMENT LLC↑ INC
+87,516$3.94M
CITADEL ADVISORS LLC↑ INC
+79,455$3.40M

Top Trims (Sellers)

FilerΔ SharesValue
FMR LLC↓ DEC
-1,132,166$522.86K
STIFEL FINANCIAL CORP↓ DEC
-21,989$618.34K
BAR HARBOR WEALTH MANAGEMENT↓ DEC
-19,752$13.01M
WELLS FARGO & COMPANY/MN↓ DEC
-12,110$550.30K
AQR CAPITAL MANAGEMENT LLC↓ DEC
-9,687$875.87K
BANK OF AMERICA CORP /DE/↓ DEC
-8,368$1.50M
DELPHI MANAGEMENT INC /MA/↓ DEC
-7,925$1.16K
ROYAL BANK OF CANADA↓ DEC
-7,295$1.29M
BAILARD, INC.↓ DEC
-6,721$515.96K
JPMORGAN CHASE & CO↓ DEC
-6,166$1.43M