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 | 1,487,600 | $33.90M | +5,716 | ↑ INC |
WELLINGTON MANAGEMENT GROUP LLPCIK 0000902219 | 1,337,588 | $30.48M | -93,011 | ↓ DEC |
DIMENSIONAL FUND ADVISORS LPCIK 0000354204 | 950,330 | $21.66M | +40,176 | ↑ INC |
ALLIANCEBERNSTEIN L.P.CIK 0001109448 | 945,715 | $21.01M | -31,721 | ↓ DEC |
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119 | 862,447 | $19.66M | +862,447 | NEW |
ENDEAVOUR CAPITAL ADVISORS INCCIK 0001218749 | 620,875 | $14.15M | +72,662 | ↑ INC |
MANUFACTURERS LIFE INSURANCE COMPANY, THECIK 0000928047 | 574,797 | $13.10M | -4,943 | ↓ DEC |
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717 | 487,752 | $11.12M | +25,169 | ↑ INC |
STATE STREET CORPCIK 0000093751 | 400,008 | $9.12M | -11,492 | ↓ DEC |
ROYCE & ASSOCIATES LPCIK 0000906304 | 393,360 | $8.96M | +408 | ↑ INC |
UBS Group AGCIK 0001610520 | 336,194 | $7.66M | +308,023 | ↑ INC |
MENDON CAPITAL ADVISORS CORPCIK 0001177043 | 311,725 | $7.10M | +86,390 | ↑ INC |
Curi Capital, LLCCIK 0001332905 | 283,280 | $6.46M | +82,190 | ↑ INC |
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLCCIK 0001164833 | 272,708 | $6.22M | +118,980 | ↑ INC |
VANGUARD PORTFOLIO MANAGEMENT LLCCIK 0002100121 | 233,577 | $5.32M | +233,577 | NEW |
AMERICAN CENTURY COMPANIES INCCIK 0000748054 | 219,072 | $4.99M | -3,295 | ↓ DEC |
BEESE FULMER INVESTMENT MANAGEMENT, INC.CIK 0000911274 | 162,128 | $3.69M | -1,030 | ↓ DEC |
NORTHERN TRUST CORPCIK 0000073124 | 160,301 | $3.65M | +14,947 | ↑ INC |
AQR CAPITAL MANAGEMENT LLCCIK 0001167557 | 156,356 | $3.56M | +30,521 | ↑ INC |
Summit Financial Strategies, Inc.CIK 0001625246 | 142,614 | $3.25M | – | no_change |
RITHOLTZ WEALTH MANAGEMENTCIK 0001698218 | 136,456 | $3.11M | -24 | ↓ DEC |
VANGUARD FIDUCIARY TRUST COCIK 0000933478 | 135,900 | $3.10M | +135,900 | NEW |
Hillsdale Investment Management Inc.CIK 0001368465 | 130,011 | $2.96M | -2,000 | ↓ DEC |
Stieven Capital Advisors, L.P.CIK 0001388279 | 126,653 | $2.89M | +16,953 | ↑ INC |
MORGAN STANLEYCIK 0000895421 | 124,685 | $2.84M | -44,495 | ↓ DEC |
| Filer | Δ Shares | Value |
|---|---|---|
VANGUARD CAPITAL MANAGEMENT LLCNEW | +862,447 | $19.66M |
UBS Group AG↑ INC | +308,023 | $7.66M |
VANGUARD PORTFOLIO MANAGEMENT LLCNEW | +233,577 | $5.32M |
VANGUARD FIDUCIARY TRUST CONEW | +135,900 | $3.10M |
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC↑ INC | +118,980 | $6.22M |
MENDON CAPITAL ADVISORS CORP↑ INC | +86,390 | $7.10M |
Curi Capital, LLC↑ INC | +82,190 | $6.46M |
ENDEAVOUR CAPITAL ADVISORS INC↑ INC | +72,662 | $14.15M |
Knights of Columbus Asset Advisors LLC↑ INC | +42,045 | $2.64M |
DIMENSIONAL FUND ADVISORS LP↑ INC | +40,176 | $21.66M |
| Filer | Δ Shares | Value |
|---|---|---|
Fourthstone LLC↓ DEC | -191,310 | $572.03K |
WELLINGTON MANAGEMENT GROUP LLP↓ DEC | -93,011 | $30.48M |
SEGALL BRYANT & HAMILL, LLC↓ DEC | -73,380 | $556.26K |
Assenagon Asset Management S.A.↓ DEC | -59,942 | $432.81K |
MORGAN STANLEY↓ DEC | -44,495 | $2.84M |
Nuveen, LLC↓ DEC | -33,799 | $800.29K |
ALLIANCEBERNSTEIN L.P.↓ DEC | -31,721 | $21.01M |
BARCLAYS PLC↓ DEC | -24,931 | $739.01K |
LSV ASSET MANAGEMENT↓ DEC | -19,326 | $2.92K |
STATE STREET CORP↓ DEC | -11,492 | $9.12M |