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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

Institutions91.5%
Insiders16.1%
Institutions Count169
Institutions 91.5%Insiders 16.1%Float (Other) 0.0%
13F Filers (top 25)25Quarter 2026-03-31
Top-25 Reported Value$264.61MSum 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
1,605,753$59.04M+38,206↑ INC
Allspring Global Investments Holdings, LLCCIK 0001890906
803,595$29.25M-4,709↓ DEC
DIMENSIONAL FUND ADVISORS LPCIK 0000354204
649,876$23.90M-10,086↓ DEC
VANGUARD PORTFOLIO MANAGEMENT LLCCIK 0002100121
543,970$20.00M+543,970NEW
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119
473,536$17.41M+473,536NEW
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717
455,752$16.76M-16,463↓ DEC
STATE STREET CORPCIK 0000093751
385,978$14.19M+21↑ INC
AMERICAN CENTURY COMPANIES INCCIK 0000748054
345,821$12.72M+41,473↑ INC
RENAISSANCE TECHNOLOGIES LLCCIK 0001037389
181,787$6.68M+67,800↑ INC
Stenger Family Office, LLCCIK 0002056106
23,841$6.66M+9,408↑ INC
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLCCIK 0001164833
153,640$5.65M-42,156↓ DEC
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am MainCIK 0001694217
151,689$5.58M-7,953↓ DEC
BANK OF AMERICA CORP /DE/CIK 0000070858
144,508$5.31M-28,826↓ DEC
CHARLES SCHWAB INVESTMENT MANAGEMENT INCCIK 0000884546
135,717$4.99M-4,630↓ DEC
MORGAN STANLEYCIK 0000895421
134,709$4.95M-222,409↓ DEC
NORTHERN TRUST CORPCIK 0000073124
112,395$4.13M-35,288↓ DEC
VANGUARD FIDUCIARY TRUST COCIK 0000933478
106,981$3.93M+106,981NEW
MARSHALL WACE, LLPCIK 0001318757
100,995$3.71M+24,663↑ INC
BRIDGEWAY CAPITAL MANAGEMENT, LLCCIK 0001107261
99,987$3.68M+4,581↑ INC
Creative PlanningCIK 0001540235
89,159$3.28M+40,963↑ INC
Allianz Asset Management GmbHCIK 0001535323
76,382$2.81M-19,599↓ DEC
RBF Capital, LLCCIK 0001134621
72,176$2.65M–no_change
MARTIN & CO INC /TN/CIK 0001008868
67,560$2.48M-685↓ DEC
ROYCE & ASSOCIATES LPCIK 0000906304
66,835$2.46M+3,472↑ INC
Invesco Ltd.CIK 0000914208
64,450$2.37M-11,995↓ DEC

Top Adds (Buyers)

FilerΔ SharesValue
VANGUARD PORTFOLIO MANAGEMENT LLCNEW
+543,970$20.00M
VANGUARD CAPITAL MANAGEMENT LLCNEW
+473,536$17.41M
CSM Advisors, LLCNEW
+180,060$6.62K
VANGUARD FIDUCIARY TRUST CONEW
+106,981$3.93M
RENAISSANCE TECHNOLOGIES LLC↑ INC
+67,800$6.68M
AMERICAN CENTURY COMPANIES INC↑ INC
+41,473$12.72M
Creative Planning↑ INC
+40,963$3.28M
BlackRock, Inc.↑ INC
+38,206$59.04M
MARSHALL WACE, LLP↑ INC
+24,663$3.71M
SUSQUEHANNA INTERNATIONAL GROUP, LLP↑ INC
+20,384$1.54M

Top Trims (Sellers)

FilerΔ SharesValue
MORGAN STANLEY↓ DEC
-222,409$4.95M
Qube Research & Technologies Ltd↓ DEC
-70,252$2.07M
JANE STREET GROUP, LLC↓ DEC
-53,843$771.40K
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC↓ DEC
-42,156$5.65M
CITADEL ADVISORS LLC↓ DEC
-38,526$1.75M
NORTHERN TRUST CORP↓ DEC
-35,288$4.13M
UBS Group AG↓ DEC
-29,118$1.24M
BANK OF AMERICA CORP /DE/↓ DEC
-28,826$5.31M
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO↓ DEC
-20,966$10.30K
Allianz Asset Management GmbH↓ DEC
-19,599$2.81M