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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

Institutions58.3%
Insiders7.8%
Institutions Count81
Institutions 58.3%Insiders 7.8%Float (Other) 33.9%
13F Filers (top 25)25Quarter 2026-03-31
Top-25 Reported Value$64.18MSum of shown holders' market value
Net Position Change10 adds · 10 trimsLargest movers this quarter

Top Holders by Value

25 shown
FilerSharesMarket ValueΔ SharesChange
DIMENSIONAL FUND ADVISORS LPCIK 0000354204
671,927$9.51M+1,496↑ INC
GAMCO INVESTORS, INC. ET ALCIK 0000807249
551,131$7.80M-696↓ DEC
BlackRock, Inc.CIK 0002012383
537,790$7.61M+12,579↑ INC
AEGIS FINANCIAL CORPCIK 0001140753
526,997$7.46M+25,878↑ INC
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119
406,649$5.75M+406,649NEW
RENAISSANCE TECHNOLOGIES LLCCIK 0001037389
304,161$4.30M+11,700↑ INC
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717
198,820$2.81M+3,452↑ INC
GABELLI FUNDS LLCCIK 0001081407
184,500$2.61M–no_change
Truffle Hound Capital, LLCCIK 0001595862
150,000$2.12M–no_change
STATE STREET CORPCIK 0000093751
125,173$1.77M+5,530↑ INC
Bank of New York Mellon CorpCIK 0001390777
108,396$1.53M-4,889↓ DEC
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPCIK 0001164508
96,461$1.36M–no_change
BRIDGEWAY CAPITAL MANAGEMENT, LLCCIK 0001107261
95,318$1.35M+3,532↑ INC
RBF Capital, LLCCIK 0001134621
94,306$1.33M–no_change
GOLDMAN SACHS GROUP INCCIK 0000886982
61,969$876.86K+10,988↑ INC
AMERICAN CENTURY COMPANIES INCCIK 0000748054
60,933$862.20K-457↓ DEC
NORTHERN TRUST CORPCIK 0000073124
59,284$838.87K+3,601↑ INC
VANGUARD FIDUCIARY TRUST COCIK 0000933478
54,682$773.75K+54,682NEW
RAYMOND JAMES FINANCIAL INCCIK 0000720005
47,265$668.80K+45,768↑ INC
VANGUARD PORTFOLIO MANAGEMENT LLCCIK 0002100121
46,898$663.61K+46,898NEW
BEACON INVESTMENT ADVISORS LLCCIK 0001961635
40,117$567.66K-2,081↓ DEC
LOS ANGELES CAPITAL MANAGEMENT LLCCIK 0001177206
32,303$457.09K+652↑ INC
O'SHAUGHNESSY ASSET MANAGEMENT, LLCCIK 0001423442
29,381$415.74K-10,606↓ DEC
HSBC HOLDINGS PLCCIK 0000873630
27,973$399.45K–no_change
BANK OF AMERICA CORP /DE/CIK 0000070858
22,992$325.34K-434↓ DEC

Top Adds (Buyers)

FilerΔ SharesValue
VANGUARD CAPITAL MANAGEMENT LLCNEW
+406,649$5.75M
VANGUARD FIDUCIARY TRUST CONEW
+54,682$773.75K
VANGUARD PORTFOLIO MANAGEMENT LLCNEW
+46,898$663.61K
RAYMOND JAMES FINANCIAL INC↑ INC
+45,768$668.80K
AEGIS FINANCIAL CORP↑ INC
+25,878$7.46M
BlackRock, Inc.↑ INC
+12,579$7.61M
RENAISSANCE TECHNOLOGIES LLC↑ INC
+11,700$4.30M
GOLDMAN SACHS GROUP INC↑ INC
+10,988$876.86K
STATE STREET CORP↑ INC
+5,530$1.77M
UBS Group AG↑ INC
+5,033$87.28K

Top Trims (Sellers)

FilerΔ SharesValue
BARCLAYS PLC↓ DEC
-10,940$158.01K
O'SHAUGHNESSY ASSET MANAGEMENT, LLC↓ DEC
-10,606$415.74K
RITHOLTZ WEALTH MANAGEMENT↓ DEC
-7,016$178.28K
WELLS FARGO & COMPANY/MN↓ DEC
-6,058$44.35K
JPMORGAN CHASE & CO↓ DEC
-5,092$48.34K
Bank of New York Mellon Corp↓ DEC
-4,889$1.53M
MORGAN STANLEY↓ DEC
-4,534$278.65K
CHARLES SCHWAB INVESTMENT MANAGEMENT INC↓ DEC
-2,263$308.96K
BEACON INVESTMENT ADVISORS LLC↓ DEC
-2,081$567.66K
GROUP ONE TRADING LLC↓ DEC
-815$538.00