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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

Institutions45.2%
Insiders42.8%
Institutions Count60
Institutions 45.2%Insiders 42.8%Float (Other) 12.0%
13F Filers (top 25)25Quarter 2026-03-31
Top-25 Reported Value$75.05MSum of shown holders' market value
Net Position Change10 adds · 10 trimsLargest movers this quarter

Top Holders by Value

25 shown
FilerSharesMarket ValueΔ SharesChange
Black Diamond Capital Management I, LLLPCIK 0002084285
5,127,165$39.63M–no_change
DIMENSIONAL FUND ADVISORS LPCIK 0000354204
1,565,930$12.10M-2,970↓ DEC
BlackRock, Inc.CIK 0002012383
634,590$4.91M-3,141↓ DEC
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119
413,565$3.20M+413,565NEW
BRIDGEWAY CAPITAL MANAGEMENT, LLCCIK 0001107261
395,611$3.06M+1,500↑ INC
RENAISSANCE TECHNOLOGIES LLCCIK 0001037389
356,158$2.75M-15,400↓ DEC
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717
218,477$1.69M-3,088↓ DEC
STATE STREET CORPCIK 0000093751
195,801$1.51M+1,170↑ INC
Allianz Asset Management GmbHCIK 0001535323
160,043$1.24M–no_change
NORTHERN TRUST CORPCIK 0000073124
82,598$638.48K+7,038↑ INC
ROYAL BANK OF CANADACIK 0001000275
80,991$626.00K-181↓ DEC
AMERICAN CENTURY COMPANIES INCCIK 0000748054
73,680$569.55K-482↓ DEC
Verity & Verity, LLCCIK 0001542108
73,008$564.35K-45,501↓ DEC
Empower Advisory Group, LLCCIK 0001978885
62,558$483.57K–no_change
VANGUARD FIDUCIARY TRUST COCIK 0000933478
56,360$435.66K+56,360NEW
VANGUARD PORTFOLIO MANAGEMENT LLCCIK 0002100121
55,591$429.72K+55,591NEW
GOLDMAN SACHS GROUP INCCIK 0000886982
35,634$275.45K+12,193↑ INC
CHARLES SCHWAB INVESTMENT MANAGEMENT INCCIK 0000884546
23,930$184.98K-4,169↓ DEC
Bank of New York Mellon CorpCIK 0001390777
23,022$177.96K+2,026↑ INC
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPCIK 0001164508
20,688$159.92K-13,219↓ DEC
DEUTSCHE BANK AG\CIK 0000948046
11,540$89.20K-1,342↓ DEC
RHUMBLINE ADVISERSCIK 0001115418
11,492$88.83K-345↓ DEC
BANK OF AMERICA CORP /DE/CIK 0000070858
10,554$81.58K-3,763↓ DEC
MORGAN STANLEYCIK 0000895421
10,403$80.42K-5,377↓ DEC
Russell Investments Group, Ltd.CIK 0001692234
9,864$76.25K-87,876↓ DEC

Top Adds (Buyers)

FilerΔ SharesValue
VANGUARD CAPITAL MANAGEMENT LLCNEW
+413,565$3.20M
VANGUARD FIDUCIARY TRUST CONEW
+56,360$435.66K
VANGUARD PORTFOLIO MANAGEMENT LLCNEW
+55,591$429.72K
GOLDMAN SACHS GROUP INC↑ INC
+12,193$275.45K
NORTHERN TRUST CORP↑ INC
+7,038$638.48K
Vanguard Global Advisers, LLCNEW
+4,223$32.64K
Tower Research Capital LLC (TRC)↑ INC
+2,690$29.90K
Bank of New York Mellon Corp↑ INC
+2,026$177.96K
UBS Group AG↑ INC
+1,879$24.76K
Janney Montgomery Scott LLC↑ INC
+1,672$394.00

Top Trims (Sellers)

FilerΔ SharesValue
Russell Investments Group, Ltd.↓ DEC
-87,876$76.25K
Verity & Verity, LLC↓ DEC
-45,501$564.35K
RENAISSANCE TECHNOLOGIES LLC↓ DEC
-15,400$2.75M
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP↓ DEC
-13,219$159.92K
BARCLAYS PLC↓ DEC
-13,038$31.00K
WELLS FARGO & COMPANY/MN↓ DEC
-7,123$27.99K
JPMORGAN CHASE & CO↓ DEC
-5,590$32.21K
MORGAN STANLEY↓ DEC
-5,377$80.42K
CHARLES SCHWAB INVESTMENT MANAGEMENT INC↓ DEC
-4,169$184.98K
BANK OF AMERICA CORP /DE/↓ DEC
-3,763$81.58K