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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

Institutions64.6%
Insiders5.1%
Institutions Count134
Institutions 64.6%Insiders 5.1%Float (Other) 30.4%
13F Filers (top 25)25Quarter 2026-03-31
Top-25 Reported Value$220.85MSum 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
1,401,775$35.93M-19,274↓ DEC
DIMENSIONAL FUND ADVISORS LPCIK 0000354204
802,865$20.58M+32,048↑ INC
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119
642,672$16.47M+642,672NEW
ALLIANCEBERNSTEIN L.P.CIK 0001109448
623,046$16.21M-36,916↓ DEC
WELLINGTON MANAGEMENT GROUP LLPCIK 0000902219
632,000$16.20M-290,642↓ DEC
HoldCo Asset Management, LPCIK 0001724246
504,411$12.93M–no_change
MANUFACTURERS LIFE INSURANCE COMPANY, THECIK 0000928047
458,812$11.76M+8,758↑ INC
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717
390,301$10.01M+4,474↑ INC
AMERIPRISE FINANCIAL INCCIK 0000820027
374,883$9.61M-6,672↓ DEC
STATE STREET CORPCIK 0000093751
340,004$8.71M+3,207↑ INC
TWO SIGMA INVESTMENTS, LPCIK 0001179392
266,577$6.83M+126,910↑ INC
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLCCIK 0001164833
260,596$6.68M-9,570↓ DEC
HEARTLAND ADVISORS INCCIK 0000937394
250,000$6.41M+50,430↑ INC
MORGAN STANLEYCIK 0000895421
240,431$6.16M-21,765↓ DEC
UBS Group AGCIK 0001610520
199,677$5.12M+159,853↑ INC
CITADEL ADVISORS LLCCIK 0001423053
178,753$4.58M+115,915↑ INC
CHARLES SCHWAB INVESTMENT MANAGEMENT INCCIK 0000884546
125,385$3.21M-3,628↓ DEC
NORTHERN TRUST CORPCIK 0000073124
125,178$3.21M+7,849↑ INC
KENNEDY CAPITAL MANAGEMENT LLCCIK 0000884589
123,280$3.16M+2,232↑ INC
RENAISSANCE TECHNOLOGIES LLCCIK 0001037389
119,392$3.06M+24,100↑ INC
AQR CAPITAL MANAGEMENT LLCCIK 0001167557
117,649$3.02M-488↓ DEC
Westmount Partners, LLCCIK 0002051491
115,484$2.96M+925↑ INC
VANGUARD PORTFOLIO MANAGEMENT LLCCIK 0002100121
110,474$2.83M+110,474NEW
VANGUARD FIDUCIARY TRUST COCIK 0000933478
106,797$2.74M+106,797NEW
Bank of MarinCIK 0001801145
97,046$2.49M-7,000↓ DEC

Top Adds (Buyers)

FilerΔ SharesValue
VANGUARD CAPITAL MANAGEMENT LLCNEW
+642,672$16.47M
UBS Group AG↑ INC
+159,853$5.12M
TWO SIGMA INVESTMENTS, LP↑ INC
+126,910$6.83M
CITADEL ADVISORS LLC↑ INC
+115,915$4.58M
VANGUARD PORTFOLIO MANAGEMENT LLCNEW
+110,474$2.83M
VANGUARD FIDUCIARY TRUST CONEW
+106,797$2.74M
LOS ANGELES CAPITAL MANAGEMENT LLCNEW
+90,412$2.32M
ALGEBRIS (UK) LTDNEW
+75,315$1.93M
Qube Research & Technologies Ltd↑ INC
+67,652$2.00M
UNITED CAPITAL FINANCIAL ADVISORS, LLCNEW
+50,942$1.31M

Top Trims (Sellers)

FilerΔ SharesValue
WELLINGTON MANAGEMENT GROUP LLP↓ DEC
-290,642$16.20M
ALLIANCEBERNSTEIN L.P.↓ DEC
-36,916$16.21M
MORGAN STANLEY↓ DEC
-21,765$6.16M
BARCLAYS PLC↓ DEC
-20,100$701.95K
BlackRock, Inc.↓ DEC
-19,274$35.93M
PRUDENTIAL FINANCIAL INC↓ DEC
-18,430$2.03M
BRIDGEWAY CAPITAL MANAGEMENT, LLC↓ DEC
-11,000$667.00K
WELLS FARGO & COMPANY/MN↓ DEC
-10,932$439.55K
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC↓ DEC
-9,570$6.68M
JANE STREET GROUP, LLC↓ DEC
-8,890$1.08M