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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

Institutions62.8%
Insiders3.3%
Institutions Count151
Institutions 62.8%Insiders 3.3%Float (Other) 33.9%
13F Filers (top 25)25Quarter 2026-03-31
Top-25 Reported Value$435.23MSum of shown holders' market value
Net Position Change10 adds · 10 trimsLargest movers this quarter

Top Holders by Value

25 shown
FilerSharesMarket ValueΔ SharesChange
WELLINGTON MANAGEMENT GROUP LLPCIK 0000902219
2,512,207$72.75M-80,743↓ DEC
BlackRock, Inc.CIK 0002012383
2,089,103$60.50M+16,972↑ INC
DIMENSIONAL FUND ADVISORS LPCIK 0000354204
1,505,993$43.61M+27,236↑ INC
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119
1,286,694$37.26M+1,286,694NEW
Davis Asset Management, L.P.CIK 0001945894
950,000$27.51M–no_change
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717
807,124$23.38M+14,375↑ INC
STATE STREET CORPCIK 0000093751
617,792$17.89M+5,285↑ INC
AMERICAN CENTURY COMPANIES INCCIK 0000748054
609,366$17.65M+8,288↑ INC
Stieven Capital Advisors, L.P.CIK 0001388279
458,573$13.28M-1,600↓ DEC
MALTESE CAPITAL MANAGEMENT LLCCIK 0001040762
449,472$13.02M-42,028↓ DEC
AMERIPRISE FINANCIAL INCCIK 0000820027
375,838$10.88M+11,423↑ INC
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLCCIK 0001164833
336,145$9.73M+207,990↑ INC
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPCIK 0001164508
292,073$8.46M+3,123↑ INC
JPMORGAN CHASE & COCIK 0000019617
276,724$7.91M+48,007↑ INC
NORTHERN TRUST CORPCIK 0000073124
246,674$7.14M-5,938↓ DEC
BRIDGEWAY CAPITAL MANAGEMENT, LLCCIK 0001107261
239,965$6.95M-10,116↓ DEC
GOLDMAN SACHS GROUP INCCIK 0000886982
238,928$6.92M+170,615↑ INC
CHARLES SCHWAB INVESTMENT MANAGEMENT INCCIK 0000884546
236,922$6.86M-7,843↓ DEC
MANUFACTURERS LIFE INSURANCE COMPANY, THECIK 0000928047
229,157$6.64M-3,015↓ DEC
VANGUARD PORTFOLIO MANAGEMENT LLCCIK 0002100121
228,105$6.61M+228,105NEW
ROYCE & ASSOCIATES LPCIK 0000906304
223,731$6.48M-38,449↓ DEC
BANC FUNDS CO LLCCIK 0001029311
222,375$6.44M+5,200↑ INC
MORGAN STANLEYCIK 0000895421
220,585$6.39M-31,402↓ DEC
VANGUARD FIDUCIARY TRUST COCIK 0000933478
189,271$5.48M+189,271NEW
Petiole USA ltdCIK 0001600202
189,241$5.48M–no_change

Top Adds (Buyers)

FilerΔ SharesValue
VANGUARD CAPITAL MANAGEMENT LLCNEW
+1,286,694$37.26M
VANGUARD PORTFOLIO MANAGEMENT LLCNEW
+228,105$6.61M
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC↑ INC
+207,990$9.73M
VANGUARD FIDUCIARY TRUST CONEW
+189,271$5.48M
GOLDMAN SACHS GROUP INC↑ INC
+170,615$6.92M
Oppenheimer & Close, LLC↑ INC
+92,600$4.81M
Brooklyn Investment GroupNEW
+91,875$2.66M
MILLENNIUM MANAGEMENT LLC↑ INC
+52,752$3.76M
TWO SIGMA INVESTMENTS, LP↑ INC
+49,065$4.21M
JPMORGAN CHASE & CO↑ INC
+48,007$7.91M

Top Trims (Sellers)

FilerΔ SharesValue
Fourthstone LLC↓ DEC
-116,036$4.74M
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC↓ DEC
-101,812$562.72K
WELLINGTON MANAGEMENT GROUP LLP↓ DEC
-80,743$72.75M
PNC FINANCIAL SERVICES GROUP, INC.↓ DEC
-78,383$1.13M
ALLIANCEBERNSTEIN L.P.↓ DEC
-51,500$3.10M
MALTESE CAPITAL MANAGEMENT LLC↓ DEC
-42,028$13.02M
ROYCE & ASSOCIATES LP↓ DEC
-38,449$6.48M
BARCLAYS PLC↓ DEC
-38,362$209.58K
MORGAN STANLEY↓ DEC
-31,402$6.39M
RENAISSANCE TECHNOLOGIES LLC↓ DEC
-26,700$5.46M