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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

Institutions67.9%
Insiders27.5%
Institutions Count118
Institutions 67.9%Insiders 27.5%Float (Other) 4.7%
13F Filers (top 25)25Quarter 2026-03-31
Top-25 Reported Value$229.25MSum of shown holders' market value
Net Position Change10 adds · 10 trimsLargest movers this quarter

Top Holders by Value

25 shown
FilerSharesMarket ValueΔ SharesChange
MAGNOLIA GROUP, LLCCIK 0001618376
5,589,253$65.28M–no_change
MASSACHUSETTS INSTITUTE OF TECHNOLOGYCIK 0000351051
2,444,473$28.55M–no_change
DIMENSIONAL FUND ADVISORS LPCIK 0000354204
1,563,300$18.26M-2,159↓ DEC
BlackRock, Inc.CIK 0002012383
1,551,864$18.13M-27,540↓ DEC
Elgethun Capital ManagementCIK 0001638022
1,457,992$17.03M+4,150↑ INC
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119
1,056,473$12.34M+1,056,473NEW
FENIMORE ASSET MANAGEMENT INCCIK 0000884566
930,190$10.86M+3,566↑ INC
PRIVATE MANAGEMENT GROUP INCCIK 0001142031
917,610$10.72M+205,002↑ INC
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717
543,421$6.35M+23,422↑ INC
STATE STREET CORPCIK 0000093751
510,121$5.96M+41,456↑ INC
STEVENS CAPITAL PARTNERSCIK 0001965176
456,551$5.33M+20,807↑ INC
Ironvine Capital Partners, LLCCIK 0001730478
425,444$4.97M-26,270↓ DEC
FIRST MANHATTAN CO. LLC.CIK 0000728083
412,479$4.82M+78,512↑ INC
Nitor Capital Management LLCCIK 0002019017
364,350$4.26M-6,000↓ DEC
VANGUARD PORTFOLIO MANAGEMENT LLCCIK 0002100121
219,675$2.57M+219,675NEW
NORTHERN TRUST CORPCIK 0000073124
170,743$1.99M+5,286↑ INC
CITADEL ADVISORS LLCCIK 0001423053
147,587$1.72M-78,497↓ DEC
VANGUARD FIDUCIARY TRUST COCIK 0000933478
143,695$1.68M+143,695NEW
GOLDMAN SACHS GROUP INCCIK 0000886982
143,209$1.67M+54,789↑ INC
TWO SIGMA INVESTMENTS, LPCIK 0001179392
143,182$1.67M+32,670↑ INC
GEORGE KAISER FAMILY FOUNDATIONCIK 0001265376
140,932$1.65M–no_change
Meixler Investment Management, Ltd.CIK 0001911615
101,747$1.26M-3,725↓ DEC
UBS Group AGCIK 0001610520
70,400$822.27K-10,491↓ DEC
AMERICAN CENTURY COMPANIES INCCIK 0000748054
59,518$695.17K-520↓ DEC
Trexquant Investment LPCIK 0001633445
57,709$674.04K-14,247↓ DEC

Top Adds (Buyers)

FilerΔ SharesValue
VANGUARD CAPITAL MANAGEMENT LLCNEW
+1,056,473$12.34M
VANGUARD PORTFOLIO MANAGEMENT LLCNEW
+219,675$2.57M
PRIVATE MANAGEMENT GROUP INC↑ INC
+205,002$10.72M
VANGUARD FIDUCIARY TRUST CONEW
+143,695$1.68M
FIRST MANHATTAN CO. LLC.↑ INC
+78,512$4.82M
GOLDMAN SACHS GROUP INC↑ INC
+54,789$1.67M
CAPTRUST FINANCIAL ADVISORS↑ INC
+54,167$639.74K
STATE STREET CORP↑ INC
+41,456$5.96M
TWO SIGMA INVESTMENTS, LP↑ INC
+32,670$1.67M
GEODE CAPITAL MANAGEMENT, LLC↑ INC
+23,422$6.35M

Top Trims (Sellers)

FilerΔ SharesValue
CITADEL ADVISORS LLC↓ DEC
-78,497$1.72M
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP↓ DEC
-72,295$537.47K
BARCLAYS PLC↓ DEC
-29,809$48.66K
BlackRock, Inc.↓ DEC
-27,540$18.13M
Ironvine Capital Partners, LLC↓ DEC
-26,270$4.97M
Cetera Investment Advisers↓ DEC
-24,564$219.67K
WELLS FARGO & COMPANY/MN↓ DEC
-17,392$114.83K
MORGAN STANLEY↓ DEC
-15,435$371.05K
Trexquant Investment LP↓ DEC
-14,247$674.04K
UBS Group AG↓ DEC
-10,491$822.27K