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 |
|---|---|---|---|---|
Fourthstone LLCCIK 0001767803 | 385,498 | $7.94M | +63,590 | ↑ INC |
PETTYJOHN, WOOD & WHITE, INCCIK 0001128213 | 224,259 | $4.62M | -27,123 | ↓ DEC |
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119 | 159,772 | $3.29M | +159,772 | NEW |
Daytona Street Capital LLCCIK 0002101936 | 157,123 | $3.22M | -743 | ↓ DEC |
CAPTRUST FINANCIAL ADVISORSCIK 0001512024 | 147,310 | $3.03M | +5,392 | ↑ INC |
BRIDGEWAY CAPITAL MANAGEMENT, LLCCIK 0001107261 | 36,238 | $746.50K | – | no_change |
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717 | 35,455 | $730.61K | -5,215 | ↓ DEC |
DIMENSIONAL FUND ADVISORS LPCIK 0000354204 | 33,458 | $689.29K | +731 | ↑ INC |
Krilogy Financial LLCCIK 0001659047 | 28,900 | $653.43K | -2,000 | ↓ DEC |
VANGUARD FIDUCIARY TRUST COCIK 0000933478 | 25,837 | $532.24K | +25,837 | NEW |
FIRST MANHATTAN CO. LLC.CIK 0000728083 | 22,311 | $459.61K | – | no_change |
LPL Financial LLCCIK 0001403438 | 14,320 | $294.98K | – | no_change |
MontVue Capital Management, Inc.CIK 0002008758 | 12,527 | $258.06K | -500 | ↓ DEC |
RFG - Bristol Wealth Advisors, LLCCIK 0002055104 | 11,344 | $233.68K | +79 | ↑ INC |
BlackRock, Inc.CIK 0002012383 | 10,797 | $222.42K | +312 | ↑ INC |
Atlantic Union Bankshares CorpCIK 0000883948 | 6,000 | $123.60K | – | no_change |
Vanguard Global Advisers, LLCCIK 0001811242 | 4,831 | $99.52K | +4,831 | NEW |
MORGAN STANLEYCIK 0000895421 | 4,026 | $82.94K | +1 | ↑ INC |
Farther Finance Advisors, LLCCIK 0001992825 | 476 | $9.82K | – | no_change |
JONES FINANCIAL COMPANIES LLLPCIK 0000815917 | 300 | $6.18K | – | no_change |
Tower Research Capital LLC (TRC)CIK 0001533421 | 143 | $2.95K | -202 | ↓ DEC |
UBS Group AGCIK 0001610520 | 60 | $1.24K | -25 | ↓ DEC |
FMR LLCCIK 0000315066 | 5 | $103.00 | – | no_change |
SBI Securities Co., Ltd.CIK 0001851815 | 2 | $41.00 | – | no_change |
ACADIAN ASSET MANAGEMENT LLCCIK 0000916542 | 2,030 | $40.00 | – | no_change |
| Filer | Δ Shares | Value |
|---|---|---|
VANGUARD CAPITAL MANAGEMENT LLCNEW | +159,772 | $3.29M |
Fourthstone LLC↑ INC | +63,590 | $7.94M |
VANGUARD FIDUCIARY TRUST CONEW | +25,837 | $532.24K |
CAPTRUST FINANCIAL ADVISORS↑ INC | +5,392 | $3.03M |
Vanguard Global Advisers, LLCNEW | +4,831 | $99.52K |
DIMENSIONAL FUND ADVISORS LP↑ INC | +731 | $689.29K |
BlackRock, Inc.↑ INC | +312 | $222.42K |
RFG - Bristol Wealth Advisors, LLC↑ INC | +79 | $233.68K |
MORGAN STANLEY↑ INC | +1 | $82.94K |
| Filer | Δ Shares | Value |
|---|---|---|
PETTYJOHN, WOOD & WHITE, INC↓ DEC | -27,123 | $4.62M |
GEODE CAPITAL MANAGEMENT, LLC↓ DEC | -5,215 | $730.61K |
Krilogy Financial LLC↓ DEC | -2,000 | $653.43K |
Daytona Street Capital LLC↓ DEC | -743 | $3.22M |
MontVue Capital Management, Inc.↓ DEC | -500 | $258.06K |
Tower Research Capital LLC (TRC)↓ DEC | -202 | $2.95K |
UBS Group AG↓ DEC | -25 | $1.24K |