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 |
|---|---|---|---|---|
Rodgers Brothers Inc.CIK 0001397290 | 36,750 | $380.26K | – | no_change |
DIMENSIONAL FUND ADVISORS LPCIK 0000354204 | 27,319 | $282.68K | -870 | ↓ DEC |
Stokes Family Office, LLCCIK 0001802278 | 18,264 | $188.98K | – | no_change |
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119 | 12,151 | $125.73K | +12,151 | NEW |
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717 | 12,087 | $125.12K | +58 | ↑ INC |
PFG Investments, LLCCIK 0001973224 | 10,830 | $112.06K | – | no_change |
SUSQUEHANNA INTERNATIONAL GROUP, LLPCIK 0001446194 | 10,523 | $108.89K | -3,786 | ↓ DEC |
Financial Management Professionals, Inc.CIK 0001568132 | 9,475 | $98.04K | – | no_change |
VANGUARD FIDUCIARY TRUST COCIK 0000933478 | 8,272 | $85.59K | +8,272 | NEW |
BFSG, LLCCIK 0001706836 | 3,260 | $33.73K | – | no_change |
MORGAN STANLEYCIK 0000895421 | 3,233 | $33.45K | – | no_change |
UBS Group AGCIK 0001610520 | 2,464 | $25.50K | -2,104 | ↓ DEC |
OSAIC HOLDINGS, INC.CIK 0001677044 | 1,400 | $14.49K | – | no_change |
Olistico Wealth, LLCCIK 0001962695 | 339 | $3.51K | – | no_change |
WELLS FARGO & COMPANY/MNCIK 0000072971 | 1 | $6.00 | – | no_change |
ROYAL BANK OF CANADACIK 0001000275 | 1 | $0.00 | – | no_change |
| Filer | Δ Shares | Value |
|---|---|---|
VANGUARD CAPITAL MANAGEMENT LLCNEW | +12,151 | $125.73K |
VANGUARD FIDUCIARY TRUST CONEW | +8,272 | $85.59K |
GEODE CAPITAL MANAGEMENT, LLC↑ INC | +58 | $125.12K |
| Filer | Δ Shares | Value |
|---|---|---|
SUSQUEHANNA INTERNATIONAL GROUP, LLP↓ DEC | -3,786 | $108.89K |
UBS Group AG↓ DEC | -2,104 | $25.50K |
DIMENSIONAL FUND ADVISORS LP↓ DEC | -870 | $282.68K |