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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

Institutions82.0%
Insiders73.7%
Institutions Count144
Institutions 82.0%Insiders 73.7%Float (Other) 0.0%
13F Filers (top 25)25Quarter 2026-03-31
Top-25 Reported Value$526.31MSum of shown holders' market value
Net Position Change10 adds · 10 trimsLargest movers this quarter

Top Holders by Value

25 shown
FilerSharesMarket ValueΔ SharesChange
Gallatin Point Capital LLCCIK 0001708030
8,968,445$201.16M–no_change
American Family Investments, Inc.CIK 0002029723
4,700,761$105.44M–no_change
AMERICAN CENTURY COMPANIES INCCIK 0000748054
1,969,668$44.18M+142,143↑ INC
BlackRock, Inc.CIK 0002012383
1,412,607$31.68M-70,027↓ DEC
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119
828,422$18.58M+828,422NEW
TWO SIGMA INVESTMENTS, LPCIK 0001179392
518,724$11.63M+184,738↑ INC
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717
421,247$9.45M-44,712↓ DEC
Qube Research & Technologies LtdCIK 0001729829
415,658$9.32M+165,915↑ INC
MORGAN STANLEYCIK 0000895421
413,930$9.28M-26,599↓ DEC
STATE STREET CORPCIK 0000093751
396,980$8.90M+18,115↑ INC
VANGUARD PORTFOLIO MANAGEMENT LLCCIK 0002100121
385,128$8.64M+385,128NEW
SCHRODER INVESTMENT MANAGEMENT GROUPCIK 0001086619
351,660$7.82M+62,002↑ INC
DAVENPORT & Co LLCCIK 0000887777
294,801$6.56M+20,000↑ INC
WASATCH ADVISORS LPCIK 0000814133
270,228$6.06M-451,569↓ DEC
DIMENSIONAL FUND ADVISORS LPCIK 0000354204
256,645$5.76M+97,494↑ INC
GOLDMAN SACHS GROUP INCCIK 0000886982
239,348$5.37M+49,102↑ INC
PICTON MAHONEY ASSET MANAGEMENTCIK 0001539041
212,259$4.76M+212,259NEW
Zimmer Partners, LPCIK 0001565854
209,800$4.71M-5,200↓ DEC
CITADEL ADVISORS LLCCIK 0001423053
204,016$4.58M+62,535↑ INC
MILLENNIUM MANAGEMENT LLCCIK 0001273087
182,521$4.09M+50,271↑ INC
JPMORGAN CHASE & COCIK 0000019617
178,637$3.97M+84,739↑ INC
Russell Investments Group, Ltd.CIK 0001692234
173,333$3.89M+41,788↑ INC
FIRST TRUST ADVISORS LPCIK 0001125816
172,305$3.86M+135,954↑ INC
NORTHERN TRUST CORPCIK 0000073124
151,279$3.39M-3,626↓ DEC
CHARLES SCHWAB INVESTMENT MANAGEMENT INCCIK 0000884546
142,509$3.20M-3,369↓ DEC

Top Adds (Buyers)

FilerΔ SharesValue
VANGUARD CAPITAL MANAGEMENT LLCNEW
+828,422$18.58M
VANGUARD PORTFOLIO MANAGEMENT LLCNEW
+385,128$8.64M
PICTON MAHONEY ASSET MANAGEMENTNEW
+212,259$4.76M
TWO SIGMA INVESTMENTS, LP↑ INC
+184,738$11.63M
Qube Research & Technologies Ltd↑ INC
+165,915$9.32M
PRICE T ROWE ASSOCIATES INC /MD/↑ INC
+160,424$4.25K
AMERICAN CENTURY COMPANIES INC↑ INC
+142,143$44.18M
FIRST TRUST ADVISORS LP↑ INC
+135,954$3.86M
VANGUARD FIDUCIARY TRUST CONEW
+130,060$2.92M
DIMENSIONAL FUND ADVISORS LP↑ INC
+97,494$5.76M

Top Trims (Sellers)

FilerΔ SharesValue
WASATCH ADVISORS LP↓ DEC
-451,569$6.06M
RENAISSANCE TECHNOLOGIES LLC↓ DEC
-181,700$1.20M
Lighthouse Investment Partners, LLC↓ DEC
-120,921$2.42M
BALYASNY ASSET MANAGEMENT L.P.↓ DEC
-110,753$3.17M
BANK OF AMERICA CORP /DE/↓ DEC
-74,322$1.28M
BlackRock, Inc.↓ DEC
-70,027$31.68M
Creative Planning↓ DEC
-67,612$1.31M
GEODE CAPITAL MANAGEMENT, LLC↓ DEC
-44,712$9.45M
Point72 Asset Management, L.P.↓ DEC
-44,399$301.10K
ExodusPoint Capital Management, LP↓ DEC
-27,008$1.27M