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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

Institutions26.8%
Insiders14.1%
Institutions Count35
Institutions 26.8%Insiders 14.1%Float (Other) 59.0%
13F Filers (top 25)25Quarter 2026-03-31
Top-25 Reported Value$7.28MSum of shown holders' market value
Net Position Change10 adds · 6 trimsLargest movers this quarter

Top Holders by Value

25 shown
FilerSharesMarket ValueΔ SharesChange
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119
440,189$1.13M+440,189NEW
De Lisle Partners LLPCIK 0002011184
396,326$1.02M–no_change
Pinnacle Financial Partners, Inc.CIK 0002082866
302,695$779.44K+933↑ INC
RENAISSANCE TECHNOLOGIES LLCCIK 0001037389
257,342$662.66K+18,800↑ INC
LPL Financial LLCCIK 0001403438
215,096$553.87K+42,982↑ INC
DIMENSIONAL FUND ADVISORS LPCIK 0000354204
183,783$473.24K-2,153↓ DEC
North Star Investment Management Corp.CIK 0001342857
169,000$435.18K-4,000↓ DEC
FIRST MANHATTAN CO. LLC.CIK 0000728083
147,401$391.35K–no_change
BRIDGEWAY CAPITAL MANAGEMENT, LLCCIK 0001107261
111,765$287.80K+4,567↑ INC
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717
103,992$268.08K-2,747↓ DEC
DIAMOND HILL CAPITAL MANAGEMENT INCCIK 0001217541
98,838$254.51K-7,655↓ DEC
VANGUARD FIDUCIARY TRUST COCIK 0000933478
64,620$166.40K+64,620NEW
SUSQUEHANNA INTERNATIONAL GROUP, LLPCIK 0001446194
54,411$140.11K+26,657↑ INC
CITADEL ADVISORS LLCCIK 0001423053
33,078$85.18K-30,478↓ DEC
Beacon Pointe Advisors, LLCCIK 0001744317
30,833$79.39K–no_change
STATE STREET CORPCIK 0000093751
28,582$75.89K–no_change
DEUTSCHE BANK AG\CIK 0000948046
28,834$74.39K–no_change
Lakewood Asset Management LLCCIK 0001966581
28,587$73.61K+578↑ INC
BlackRock, Inc.CIK 0002012383
28,489$73.36K+1,288↑ INC
Weinberger Asset Management, IncCIK 0002051705
22,000$56.65K–no_change
NORTHERN TRUST CORPCIK 0000073124
21,427$55.17K–no_change
WATERS PARKERSON & CO., LLCCIK 0001222993
21,000$54.08K–no_change
HB Wealth Management, LLCCIK 0001911253
14,826$38.18K–no_change
CIBC WORLD MARKET INC.CIK 0001421224
10,000$25.80K–no_change
Institute for Wealth Management, LLC.CIK 0001533954
10,000$25.75K–no_change

Top Adds (Buyers)

FilerΔ SharesValue
VANGUARD CAPITAL MANAGEMENT LLCNEW
+440,189$1.13M
VANGUARD FIDUCIARY TRUST CONEW
+64,620$166.40K
LPL Financial LLC↑ INC
+42,982$553.87K
SUSQUEHANNA INTERNATIONAL GROUP, LLP↑ INC
+26,657$140.11K
RENAISSANCE TECHNOLOGIES LLC↑ INC
+18,800$662.66K
BRIDGEWAY CAPITAL MANAGEMENT, LLC↑ INC
+4,567$287.80K
BlackRock, Inc.↑ INC
+1,288$73.36K
JONES FINANCIAL COMPANIES LLLPNEW
+1,000$2.64K
Pinnacle Financial Partners, Inc.↑ INC
+933$779.44K
UBS Group AG↑ INC
+667$1.77K

Top Trims (Sellers)

FilerΔ SharesValue
CITADEL ADVISORS LLC↓ DEC
-30,478$85.18K
DIAMOND HILL CAPITAL MANAGEMENT INC↓ DEC
-7,655$254.51K
North Star Investment Management Corp.↓ DEC
-4,000$435.18K
GEODE CAPITAL MANAGEMENT, LLC↓ DEC
-2,747$268.08K
DIMENSIONAL FUND ADVISORS LP↓ DEC
-2,153$473.24K
MORGAN STANLEY↓ DEC
-1,102$2.58K