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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

Institutions88.0%
Insiders0.6%
Institutions Count256
Institutions 88.0%Insiders 0.6%Float (Other) 11.4%
13F Filers (top 25)25Quarter 2026-03-31
Top-25 Reported Value$1.17BSum of shown holders' market value
Net Position Change10 adds · 10 trimsLargest movers this quarter

Top Holders by Value

25 shown
FilerSharesMarket ValueΔ SharesChange
BlackRock, Inc.CIK 0002012383
5,136,591$294.74M-97,623↓ DEC
DIMENSIONAL FUND ADVISORS LPCIK 0000354204
1,961,284$112.53M-4,818↓ DEC
Capital World InvestorsCIK 0001422849
1,534,054$88.02M+22,054↑ INC
STATE STREET CORPCIK 0000093751
1,335,196$76.61M-97,186↓ DEC
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119
1,128,980$64.78M+1,128,980NEW
WESTWOOD HOLDINGS GROUP INCCIK 0001165002
1,118,689$64.19M-152,439↓ DEC
WELLINGTON MANAGEMENT GROUP LLPCIK 0000902219
913,025$52.39M-718,030↓ DEC
CHARLES SCHWAB INVESTMENT MANAGEMENT INCCIK 0000884546
633,995$36.38M-15,749↓ DEC
VANGUARD PORTFOLIO MANAGEMENT LLCCIK 0002100121
632,547$36.30M+632,547NEW
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717
628,654$36.08M+15,265↑ INC
NEW SOUTH CAPITAL MANAGEMENT INCCIK 0001044797
576,457$33.08M-32,968↓ DEC
GOLDMAN SACHS GROUP INCCIK 0000886982
556,485$31.93M+46,986↑ INC
MORGAN STANLEYCIK 0000895421
469,466$26.94M+12,446↑ INC
HEARTLAND ADVISORS INCCIK 0000937394
454,587$26.08M-677↓ DEC
FRANKLIN RESOURCES INCCIK 0000038777
450,060$25.82M+261,407↑ INC
AMERICAN CENTURY COMPANIES INCCIK 0000748054
401,598$23.04M+316,922↑ INC
JENNISON ASSOCIATES LLCCIK 0000053417
349,512$20.05M+16,467↑ INC
AMERIPRISE FINANCIAL INCCIK 0000820027
342,517$19.65M+1,292↑ INC
NORTHERN TRUST CORPCIK 0000073124
294,600$16.90M+7,309↑ INC
Bank of New York Mellon CorpCIK 0001390777
277,274$15.91M-13,994↓ DEC
First Eagle Investment Management, LLCCIK 0001325447
256,716$14.73M+15,776↑ INC
JPMORGAN CHASE & COCIK 0000019617
239,524$13.31M+45,489↑ INC
BARCLAYS PLCCIK 0000312069
222,700$12.78M-22,083↓ DEC
TWO SIGMA INVESTMENTS, LPCIK 0001179392
202,065$11.59M+14,909↑ INC
BRIDGEWAY CAPITAL MANAGEMENT, LLCCIK 0001107261
202,042$11.59M+22,689↑ INC

Top Adds (Buyers)

FilerΔ SharesValue
VANGUARD CAPITAL MANAGEMENT LLCNEW
+1,128,980$64.78M
VANGUARD PORTFOLIO MANAGEMENT LLCNEW
+632,547$36.30M
AMERICAN CENTURY COMPANIES INC↑ INC
+316,922$23.04M
FRANKLIN RESOURCES INC↑ INC
+261,407$25.82M
VANGUARD FIDUCIARY TRUST CONEW
+164,324$9.43M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC↑ INC
+130,758$10.65M
ALGERT GLOBAL LLC↑ INC
+112,382$10.89K
Karl Kapital LLCNEW
+59,355$3.41M
GOLDMAN SACHS GROUP INC↑ INC
+46,986$31.93M
JPMORGAN CHASE & CO↑ INC
+45,489$13.31M

Top Trims (Sellers)

FilerΔ SharesValue
WELLINGTON MANAGEMENT GROUP LLP↓ DEC
-718,030$52.39M
WESTWOOD HOLDINGS GROUP INC↓ DEC
-152,439$64.19M
BlackRock, Inc.↓ DEC
-97,623$294.74M
STATE STREET CORP↓ DEC
-97,186$76.61M
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND↓ DEC
-76,263$2.00M
BALYASNY ASSET MANAGEMENT L.P.↓ DEC
-73,885$3.17M
Pier Capital, LLC↓ DEC
-61,798$5.14M
PANAGORA ASSET MANAGEMENT INC↓ DEC
-52,923$1.17M
Qube Research & Technologies Ltd↓ DEC
-39,283$899.83K
VOLORIDGE INVESTMENT MANAGEMENT, LLC↓ DEC
-38,534$615.29K