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 | 982,759 | $61.22M | +2,510 | ↑ INC |
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119 | 562,215 | $35.02M | +562,215 | NEW |
STATE STREET CORPCIK 0000093751 | 403,868 | $25.16M | +43,023 | ↑ INC |
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717 | 379,643 | $23.65M | +8,936 | ↑ INC |
DIMENSIONAL FUND ADVISORS LPCIK 0000354204 | 367,948 | $22.92M | +49,957 | ↑ INC |
AMERICAN CENTURY COMPANIES INCCIK 0000748054 | 342,469 | $21.33M | +70,753 | ↑ INC |
ENDEAVOUR CAPITAL ADVISORS INCCIK 0001218749 | 305,189 | $19.01M | +179,866 | ↑ INC |
HUTCHINSON CAPITAL MANAGEMENT/CACIK 0001078246 | 258,080 | $16.08M | – | no_change |
Fourthstone LLCCIK 0001767803 | 246,421 | $15.35M | +173,758 | ↑ INC |
BURKE & HERBERT BANK & TRUST COCIK 0001101250 | 221,671 | $13.81M | -75 | ↓ DEC |
EVERMAY WEALTH MANAGEMENT LLCCIK 0001066816 | 185,765 | $11.57M | +185,765 | NEW |
GOLDMAN SACHS GROUP INCCIK 0000886982 | 183,133 | $11.41M | +18,870 | ↑ INC |
VANGUARD PORTFOLIO MANAGEMENT LLCCIK 0002100121 | 133,975 | $8.35M | +133,975 | NEW |
NORTHERN TRUST CORPCIK 0000073124 | 118,697 | $7.39M | +5,822 | ↑ INC |
CHARLES SCHWAB INVESTMENT MANAGEMENT INCCIK 0000884546 | 110,179 | $6.86M | +705 | ↑ INC |
BRIDGEWAY CAPITAL MANAGEMENT, LLCCIK 0001107261 | 102,880 | $6.41M | +21,227 | ↑ INC |
MORGAN STANLEYCIK 0000895421 | 102,860 | $6.41M | +5,498 | ↑ INC |
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLCCIK 0001164833 | 101,644 | $6.33M | -4,000 | ↓ DEC |
Bank of New York Mellon CorpCIK 0001390777 | 88,129 | $5.49M | -1,455 | ↓ DEC |
VANGUARD FIDUCIARY TRUST COCIK 0000933478 | 85,492 | $5.33M | +85,492 | NEW |
Verdence Capital Advisors LLCCIK 0001719305 | 78,746 | $4.91M | +12,079 | ↑ INC |
ROYCE & ASSOCIATES LPCIK 0000906304 | 59,102 | $3.68M | -893 | ↓ DEC |
AQR CAPITAL MANAGEMENT LLCCIK 0001167557 | 57,427 | $3.58M | -17,124 | ↓ DEC |
TWO SIGMA INVESTMENTS, LPCIK 0001179392 | 47,285 | $2.95M | +15,322 | ↑ INC |
ALLIANCEBERNSTEIN L.P.CIK 0001109448 | 45,416 | $2.83M | +400 | ↑ INC |
| Filer | Δ Shares | Value |
|---|---|---|
VANGUARD CAPITAL MANAGEMENT LLCNEW | +562,215 | $35.02M |
EVERMAY WEALTH MANAGEMENT LLCNEW | +185,765 | $11.57M |
ENDEAVOUR CAPITAL ADVISORS INC↑ INC | +179,866 | $19.01M |
Fourthstone LLC↑ INC | +173,758 | $15.35M |
VANGUARD PORTFOLIO MANAGEMENT LLCNEW | +133,975 | $8.35M |
VANGUARD FIDUCIARY TRUST CONEW | +85,492 | $5.33M |
AMERICAN CENTURY COMPANIES INC↑ INC | +70,753 | $21.33M |
DIMENSIONAL FUND ADVISORS LP↑ INC | +49,957 | $22.92M |
STATE STREET CORP↑ INC | +43,023 | $25.16M |
BRIDGEWAY CAPITAL MANAGEMENT, LLC↑ INC | +21,227 | $6.41M |
| Filer | Δ Shares | Value |
|---|---|---|
JPMORGAN CHASE & CO↓ DEC | -17,974 | $2.38M |
AQR CAPITAL MANAGEMENT LLC↓ DEC | -17,124 | $3.58M |
BARCLAYS PLC↓ DEC | -12,664 | $979.70K |
SUSQUEHANNA INTERNATIONAL GROUP, LLP↓ DEC | -10,142 | $528.84K |
WELLS FARGO & COMPANY/MN↓ DEC | -10,045 | $1.23M |
FMR LLC↓ DEC | -8,986 | $112.07K |
AMERIPRISE FINANCIAL INC↓ DEC | -4,550 | $679.77K |
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC↓ DEC | -4,000 | $6.33M |
SG Americas Securities, LLC↓ DEC | -3,463 | $216.00 |
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies↓ DEC | -3,355 | $354.12K |