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 |
|---|---|---|---|---|
Visionary Wealth AdvisorsCIK 0001802984 | 784,811 | $6.79M | +19,923 | ↑ INC |
BlackRock, Inc.CIK 0002012383 | 369,177 | $3.19M | -4,956 | ↓ DEC |
DIMENSIONAL FUND ADVISORS LPCIK 0000354204 | 360,053 | $3.11M | -9,495 | ↓ DEC |
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119 | 354,430 | $3.07M | +354,430 | NEW |
RENAISSANCE TECHNOLOGIES LLCCIK 0001037389 | 277,426 | $2.40M | -8,700 | ↓ DEC |
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717 | 176,032 | $1.52M | +12,647 | ↑ INC |
Farther Finance Advisors, LLCCIK 0001992825 | 101,277 | $822.37K | +101,277 | NEW |
STATE STREET CORPCIK 0000093751 | 74,289 | $642.60K | +1,030 | ↑ INC |
NORTHERN TRUST CORPCIK 0000073124 | 67,452 | $583.46K | -2,294 | ↓ DEC |
Bank of New York Mellon CorpCIK 0001390777 | 57,994 | $501.65K | +204 | ↑ INC |
VANGUARD FIDUCIARY TRUST COCIK 0000933478 | 46,409 | $401.44K | +46,409 | NEW |
BRIDGEWAY CAPITAL MANAGEMENT, LLCCIK 0001107261 | 46,145 | $399.15K | – | no_change |
VANGUARD PORTFOLIO MANAGEMENT LLCCIK 0002100121 | 41,481 | $358.81K | +41,481 | NEW |
SEGALL BRYANT & HAMILL, LLCCIK 0001006378 | 38,448 | $332.57K | – | no_change |
JPMORGAN CHASE & COCIK 0000019617 | 25,671 | $207.68K | -1,312 | ↓ DEC |
Integrated Wealth Concepts LLCCIK 0001737109 | 23,561 | $203.80K | +47 | ↑ INC |
CHARLES SCHWAB INVESTMENT MANAGEMENT INCCIK 0000884546 | 19,242 | $166.44K | -3,845 | ↓ DEC |
CITADEL ADVISORS LLCCIK 0001423053 | 15,440 | $133.56K | +15,440 | NEW |
NAVELLIER & ASSOCIATES INCCIK 0000872163 | 10,000 | $86.50K | – | no_change |
NEW YORK STATE COMMON RETIREMENT FUNDCIK 0000810265 | 6,700 | $57.95K | – | no_change |
MORGAN STANLEYCIK 0000895421 | 6,234 | $53.93K | -4,755 | ↓ DEC |
DEUTSCHE BANK AG\CIK 0000948046 | 6,220 | $53.80K | – | no_change |
RHUMBLINE ADVISERSCIK 0001115418 | 4,462 | $38.59K | -247 | ↓ DEC |
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.CIK 0001705339 | 3,434 | $29.70K | +68 | ↑ INC |
FMR LLCCIK 0000315066 | 3,335 | $28.85K | +2,550 | ↑ INC |
| Filer | Δ Shares | Value |
|---|---|---|
VANGUARD CAPITAL MANAGEMENT LLCNEW | +354,430 | $3.07M |
Farther Finance Advisors, LLCNEW | +101,277 | $822.37K |
VANGUARD FIDUCIARY TRUST CONEW | +46,409 | $401.44K |
VANGUARD PORTFOLIO MANAGEMENT LLCNEW | +41,481 | $358.81K |
Visionary Wealth Advisors↑ INC | +19,923 | $6.79M |
CITADEL ADVISORS LLCNEW | +15,440 | $133.56K |
GEODE CAPITAL MANAGEMENT, LLC↑ INC | +12,647 | $1.52M |
Vanguard Global Advisers, LLCNEW | +3,246 | $28.08K |
FMR LLC↑ INC | +2,550 | $28.85K |
Tower Research Capital LLC (TRC)↑ INC | +1,971 | $24.00K |
| Filer | Δ Shares | Value |
|---|---|---|
DIMENSIONAL FUND ADVISORS LP↓ DEC | -9,495 | $3.11M |
BARCLAYS PLC↓ DEC | -9,402 | $12.42K |
RENAISSANCE TECHNOLOGIES LLC↓ DEC | -8,700 | $2.40M |
WELLS FARGO & COMPANY/MN↓ DEC | -5,084 | $21.92K |
BlackRock, Inc.↓ DEC | -4,956 | $3.19M |
MORGAN STANLEY↓ DEC | -4,755 | $53.93K |
CITIGROUP INC↓ DEC | -4,322 | $3.10K |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC↓ DEC | -3,845 | $166.44K |
NORTHERN TRUST CORP↓ DEC | -2,294 | $583.46K |
JPMORGAN CHASE & CO↓ DEC | -1,312 | $207.68K |