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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

Institutions40.0%
Insiders7.3%
Institutions Count80
Institutions 40.0%Insiders 7.3%Float (Other) 52.7%
13F Filers (top 25)25Quarter 2026-03-31
Top-25 Reported Value$84.51MSum 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
183,607$13.39M+414↑ INC
BlackRock, Inc.CIK 0002012383
176,925$12.90M+3,568↑ INC
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119
135,716$9.90M+135,716NEW
MANUFACTURERS LIFE INSURANCE COMPANY, THECIK 0000928047
101,962$7.44M-1,621↓ DEC
RENAISSANCE TECHNOLOGIES LLCCIK 0001037389
80,779$5.89M-3,700↓ DEC
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717
71,873$5.24M-1,049↓ DEC
Huber Capital Management LLCCIK 0001511697
60,415$4.41M–no_change
STATE STREET CORPCIK 0000093751
44,045$3.23M+758↑ INC
AMERICAN CENTURY COMPANIES INCCIK 0000748054
42,746$3.12M-81↓ DEC
BRIDGEWAY CAPITAL MANAGEMENT, LLCCIK 0001107261
38,786$2.83M–no_change
TRUIST FINANCIAL CORPCIK 0000092230
29,593$2.16M–no_change
NORTHERN TRUST CORPCIK 0000073124
25,862$1.89M+1,107↑ INC
VANGUARD FIDUCIARY TRUST COCIK 0000933478
20,989$1.53M+20,989NEW
WELLS FARGO & COMPANY/MNCIK 0000072971
18,604$1.36M-2,468↓ DEC
VANGUARD PORTFOLIO MANAGEMENT LLCCIK 0002100121
17,562$1.28M+17,562NEW
RAYMOND JAMES FINANCIAL INCCIK 0000720005
16,063$1.17M+2,116↑ INC
FIRST MANHATTAN CO. LLC.CIK 0000728083
15,935$1.17M–no_change
Siena Capital Partners GP, LLCCIK 0001694886
12,397$904.24K+5,507↑ INC
SummerHaven Investment Management, LLCCIK 0001846436
11,304$824.51K-1,411↓ DEC
FIRST TRUST ADVISORS LPCIK 0001125816
9,760$711.89K+80↑ INC
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPCIK 0001164508
9,502$693.08K–no_change
MORGAN STANLEYCIK 0000895421
9,210$671.82K+653↑ INC
GOLDMAN SACHS GROUP INCCIK 0000886982
9,158$667.99K+1,206↑ INC
CHARLES SCHWAB INVESTMENT MANAGEMENT INCCIK 0000884546
7,861$573.38K-859↓ DEC
DAVENPORT & Co LLCCIK 0000887777
7,602$554.49K–no_change

Top Adds (Buyers)

FilerΔ SharesValue
VANGUARD CAPITAL MANAGEMENT LLCNEW
+135,716$9.90M
VANGUARD FIDUCIARY TRUST CONEW
+20,989$1.53M
VANGUARD PORTFOLIO MANAGEMENT LLCNEW
+17,562$1.28M
Siena Capital Partners GP, LLC↑ INC
+5,507$904.24K
BlackRock, Inc.↑ INC
+3,568$12.90M
Bristlecone Value Partners, LLCNEW
+3,556$259.38K
HSBC HOLDINGS PLCNEW
+3,050$222.65K
RAYMOND JAMES FINANCIAL INC↑ INC
+2,116$1.17M
Cetera Investment Advisers↑ INC
+1,300$378.63K
GOLDMAN SACHS GROUP INC↑ INC
+1,206$667.99K

Top Trims (Sellers)

FilerΔ SharesValue
Ategra Capital Management, LLC↓ DEC
-6,996$524.66K
CITADEL ADVISORS LLC↓ DEC
-5,273$310.00K
RENAISSANCE TECHNOLOGIES LLC↓ DEC
-3,700$5.89M
BARCLAYS PLC↓ DEC
-3,692$101.68K
WELLS FARGO & COMPANY/MN↓ DEC
-2,468$1.36M
OSAIC HOLDINGS, INC.↓ DEC
-1,738$104.81K
MANUFACTURERS LIFE INSURANCE COMPANY, THE↓ DEC
-1,621$7.44M
DEUTSCHE BANK AG\↓ DEC
-1,414$110.07K
SummerHaven Investment Management, LLC↓ DEC
-1,411$824.51K
TWO SIGMA INVESTMENTS, LP↓ DEC
-1,211$502.85K