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 |
|---|---|---|---|---|
BlackRock, Inc.CIK 0002012383 | 903,283 | $39.76M | -41,939 | ↓ DEC |
Focus Partners WealthCIK 0001542153 | 686,008 | $30.20M | -78,062 | ↓ DEC |
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119 | 550,455 | $24.23M | +550,455 | NEW |
HEARTLAND ADVISORS INCCIK 0000937394 | 470,524 | $20.71M | +5,485 | ↑ INC |
DIMENSIONAL FUND ADVISORS LPCIK 0000354204 | 346,676 | $15.26M | -7,580 | ↓ DEC |
ProShare Advisors LLCCIK 0001357955 | 289,846 | $12.76M | -28,261 | ↓ DEC |
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717 | 288,921 | $12.72M | -45,890 | ↓ DEC |
STATE STREET CORPCIK 0000093751 | 287,568 | $12.66M | +1,002 | ↑ INC |
Tributary Capital Management, LLCCIK 0001441888 | 248,938 | $10.96M | -7,495 | ↓ DEC |
VANGUARD PORTFOLIO MANAGEMENT LLCCIK 0002100121 | 166,382 | $7.32M | +166,382 | NEW |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPCIK 0001164508 | 137,690 | $6.06M | -5,820 | ↓ DEC |
Emmett Investment Management, LPCIK 0002042845 | 127,559 | $5.65M | -39,316 | ↓ DEC |
CRAWFORD INVESTMENT COUNSEL INCCIK 0000837592 | 121,822 | $5.36M | +39,143 | ↑ INC |
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.CIK 0001238990 | 113,060 | $4.98M | +113,060 | NEW |
Acumen Wealth Advisors, LLCCIK 0001939202 | 105,819 | $4.66M | -6,428 | ↓ DEC |
NORTHERN TRUST CORPCIK 0000073124 | 100,560 | $4.43M | +554 | ↑ INC |
CHARLES SCHWAB INVESTMENT MANAGEMENT INCCIK 0000884546 | 94,619 | $4.17M | -3,636 | ↓ DEC |
ROYCE & ASSOCIATES LPCIK 0000906304 | 87,887 | $3.87M | +9,935 | ↑ INC |
TEACHER RETIREMENT SYSTEM OF TEXASCIK 0000796848 | 85,833 | $3.78M | – | no_change |
GOLDMAN SACHS GROUP INCCIK 0000886982 | 81,589 | $3.59M | -11,384 | ↓ DEC |
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLCCIK 0001164833 | 79,532 | $3.50M | +220 | ↑ INC |
VANGUARD FIDUCIARY TRUST COCIK 0000933478 | 79,125 | $3.48M | +79,125 | NEW |
SEI INVESTMENTS COCIK 0000350894 | 71,068 | $3.13M | +35,346 | ↑ INC |
GABELLI FUNDS LLCCIK 0001081407 | 69,398 | $3.05M | -1,588 | ↓ DEC |
Bank of New York Mellon CorpCIK 0001390777 | 66,800 | $2.94M | -1,103 | ↓ DEC |
| Filer | Δ Shares | Value |
|---|---|---|
VANGUARD CAPITAL MANAGEMENT LLCNEW | +550,455 | $24.23M |
VANGUARD PORTFOLIO MANAGEMENT LLCNEW | +166,382 | $7.32M |
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.NEW | +113,060 | $4.98M |
VANGUARD FIDUCIARY TRUST CONEW | +79,125 | $3.48M |
CRAWFORD INVESTMENT COUNSEL INC↑ INC | +39,143 | $5.36M |
SEI INVESTMENTS CO↑ INC | +35,346 | $3.13M |
AQR CAPITAL MANAGEMENT LLC↑ INC | +20,574 | $2.54M |
XTX Topco Ltd↑ INC | +17,123 | $1.19M |
Y-Intercept (Hong Kong) Ltd↑ INC | +17,074 | $1.10M |
JONES FINANCIAL COMPANIES LLLPNEW | +11,863 | $514.74K |
| Filer | Δ Shares | Value |
|---|---|---|
Focus Partners Wealth↓ DEC | -78,062 | $30.20M |
GEODE CAPITAL MANAGEMENT, LLC↓ DEC | -45,890 | $12.72M |
BlackRock, Inc.↓ DEC | -41,939 | $39.76M |
Emmett Investment Management, LP↓ DEC | -39,316 | $5.65M |
ProShare Advisors LLC↓ DEC | -28,261 | $12.76M |
RENAISSANCE TECHNOLOGIES LLC↓ DEC | -21,600 | $2.46M |
BARCLAYS PLC↓ DEC | -16,411 | $95.66K |
JANE STREET GROUP, LLC↓ DEC | -14,541 | $1.30M |
CITADEL ADVISORS LLC↓ DEC | -13,112 | $2.38M |
GOLDMAN SACHS GROUP INC↓ DEC | -11,384 | $3.59M |