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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

Institutions95.8%
Insiders1.5%
Institutions Count198
Institutions 95.8%Insiders 1.5%Float (Other) 2.7%
13F Filers (top 25)25Quarter 2026-03-31
Top-25 Reported Value$816.51MSum of shown holders' market value
Net Position Change10 adds · 10 trimsLargest movers this quarter

Top Holders by Value

25 shown
FilerSharesMarket ValueΔ SharesChange
Koch, Inc.CIK 0002027344
7,034,609$164.26M–no_change
SailingStone Capital Partners LLCCIK 0001608904
4,825,611$112.68M-588,456↓ DEC
BlackRock, Inc.CIK 0002012383
2,852,763$66.61M-1,130,262↓ DEC
STATE STREET CORPCIK 0000093751
2,322,476$54.23M+273,191↑ INC
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119
1,748,555$40.83M+1,748,555NEW
Ewing Morris & Co. Investment Partners Ltd.CIK 0001846838
2,014,327$40.44M+336,011↑ INC
AMERICAN CENTURY COMPANIES INCCIK 0000748054
1,678,675$39.20M+284,433↑ INC
Engine Capital Management, LPCIK 0001665590
1,439,065$33.60M+1,055,740↑ INC
Irenic Capital Management LPCIK 0001929389
1,435,529$33.52M+1,435,529NEW
Gumshoe Capital Management LLCCIK 0001995382
1,264,883$29.54M–no_change
BANK OF AMERICA CORP /DE/CIK 0000070858
1,253,045$29.26M+1,094,987↑ INC
DIMENSIONAL FUND ADVISORS LPCIK 0000354204
913,683$21.33M+140,918↑ INC
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717
785,144$18.34M-19,725↓ DEC
Newtyn Management, LLCCIK 0001569241
770,000$17.98M-52,817↓ DEC
CHARLES SCHWAB INVESTMENT MANAGEMENT INCCIK 0000884546
704,438$16.45M-95,926↓ DEC
O'Keefe Stevens Advisory, Inc.CIK 0001780565
610,462$14.25M+16,575↑ INC
LEE DANNER & BASS INCCIK 0000939219
605,750$14.14M+295,000↑ INC
VANGUARD PORTFOLIO MANAGEMENT LLCCIK 0002100121
571,428$13.34M+571,428NEW
FEDERATED HERMES, INC.CIK 0001056288
538,629$12.58M+19,039↑ INC
AMERIPRISE FINANCIAL INCCIK 0000820027
360,464$8.42M+8,812↑ INC
MORGAN STANLEYCIK 0000895421
349,837$8.17M-68,716↓ DEC
JANE STREET GROUP, LLCCIK 0001595888
342,655$8.00M+243,455↑ INC
Nuveen, LLCCIK 0001871926
289,665$6.76M+176,976↑ INC
NORTHERN TRUST CORPCIK 0000073124
289,482$6.76M-10,339↓ DEC
GOLDMAN SACHS GROUP INCCIK 0000886982
249,291$5.82M-23,801↓ DEC

Top Adds (Buyers)

FilerΔ SharesValue
VANGUARD CAPITAL MANAGEMENT LLCNEW
+1,748,555$40.83M
Irenic Capital Management LPNEW
+1,435,529$33.52M
BANK OF AMERICA CORP /DE/↑ INC
+1,094,987$29.26M
Engine Capital Management, LP↑ INC
+1,055,740$33.60M
VANGUARD PORTFOLIO MANAGEMENT LLCNEW
+571,428$13.34M
Ewing Morris & Co. Investment Partners Ltd.↑ INC
+336,011$40.44M
LEE DANNER & BASS INC↑ INC
+295,000$14.14M
AMERICAN CENTURY COMPANIES INC↑ INC
+284,433$39.20M
STATE STREET CORP↑ INC
+273,191$54.23M
JANE STREET GROUP, LLC↑ INC
+243,455$8.00M

Top Trims (Sellers)

FilerΔ SharesValue
BlackRock, Inc.↓ DEC
-1,130,262$66.61M
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO↓ DEC
-768,063$192.40K
SailingStone Capital Partners LLC↓ DEC
-588,456$112.68M
Lightrock Netherlands B.V.↓ DEC
-214,256$484.81K
Sourcerock Group LLC↓ DEC
-148,284$5.49M
THOMPSON SIEGEL & WALMSLEY LLC↓ DEC
-137,916$3.35K
MARSHALL WACE, LLP↓ DEC
-136,921$1.87M
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC↓ DEC
-99,276$680.77K
CHARLES SCHWAB INVESTMENT MANAGEMENT INC↓ DEC
-95,926$16.45M
MORGAN STANLEY↓ DEC
-68,716$8.17M