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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

Institutions64.9%
Insiders1.6%
Institutions Count176
Institutions 64.9%Insiders 1.6%Float (Other) 33.5%
13F Filers (top 25)25Quarter 2026-03-31
Top-25 Reported Value$594.24MSum of shown holders' market value
Net Position Change10 adds · 10 trimsLargest movers this quarter

Top Holders by Value

25 shown
FilerSharesMarket ValueΔ SharesChange
COMMUNITY TRUST & INVESTMENT COCIK 0001047142
2,088,088$126.79M+122,541↑ INC
BlackRock, Inc.CIK 0002012383
1,626,787$98.78M-9,154↓ DEC
DIMENSIONAL FUND ADVISORS LPCIK 0000354204
1,180,380$71.67M-1,527↓ DEC
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119
690,946$41.95M+690,946NEW
AMERICAN CENTURY COMPANIES INCCIK 0000748054
519,515$31.54M+40,439↑ INC
STATE STREET CORPCIK 0000093751
497,169$30.44M+20,957↑ INC
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717
433,801$26.34M+13,284↑ INC
NORTHERN TRUST CORPCIK 0000073124
286,144$17.37M+1,880↑ INC
GOLDMAN SACHS GROUP INCCIK 0000886982
285,017$17.31M+71,794↑ INC
LONE PEAK GLOBAL INVESTORS LLCCIK 0001730467
283,116$17.19M+2,798↑ INC
HEARTLAND ADVISORS INCCIK 0000937394
169,350$10.28M+325↑ INC
UBS Group AGCIK 0001610520
150,782$9.16M+53,389↑ INC
TWO SIGMA INVESTMENTS, LPCIK 0001179392
147,974$8.98M+87,076↑ INC
FMR LLCCIK 0000315066
146,950$8.92M+6,758↑ INC
VANGUARD PORTFOLIO MANAGEMENT LLCCIK 0002100121
145,732$8.85M+145,732NEW
RENAISSANCE TECHNOLOGIES LLCCIK 0001037389
132,937$8.07M-21,236↓ DEC
BRIDGEWAY CAPITAL MANAGEMENT, LLCCIK 0001107261
128,348$7.79M+4,638↑ INC
CHARLES SCHWAB INVESTMENT MANAGEMENT INCCIK 0000884546
126,839$7.70M-2,219↓ DEC
AQR CAPITAL MANAGEMENT LLCCIK 0001167557
116,493$7.07M+12,156↑ INC
JPMORGAN CHASE & COCIK 0000019617
109,984$6.66M-37,973↓ DEC
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLCCIK 0001164833
108,946$6.62M-6,860↓ DEC
ProShare Advisors LLCCIK 0001357955
107,288$6.51M-437↓ DEC
Bank of New York Mellon CorpCIK 0001390777
107,195$6.51M+1,362↑ INC
VANGUARD FIDUCIARY TRUST COCIK 0000933478
99,690$6.05M+99,690NEW
MORGAN STANLEYCIK 0000895421
93,266$5.66M-27,700↓ DEC

Top Adds (Buyers)

FilerΔ SharesValue
VANGUARD CAPITAL MANAGEMENT LLCNEW
+690,946$41.95M
VANGUARD PORTFOLIO MANAGEMENT LLCNEW
+145,732$8.85M
COMMUNITY TRUST & INVESTMENT CO↑ INC
+122,541$126.79M
VANGUARD FIDUCIARY TRUST CONEW
+99,690$6.05M
TWO SIGMA INVESTMENTS, LP↑ INC
+87,076$8.98M
GOLDMAN SACHS GROUP INC↑ INC
+71,794$17.31M
UBS Group AG↑ INC
+53,389$9.16M
AMERICAN CENTURY COMPANIES INC↑ INC
+40,439$31.54M
FRANKLIN RESOURCES INC↑ INC
+37,558$2.92M
CITADEL ADVISORS LLC↑ INC
+23,119$2.01M

Top Trims (Sellers)

FilerΔ SharesValue
JPMORGAN CHASE & CO↓ DEC
-37,973$6.66M
MORGAN STANLEY↓ DEC
-27,700$5.66M
RENAISSANCE TECHNOLOGIES LLC↓ DEC
-21,236$8.07M
Nuveen, LLC↓ DEC
-20,427$2.68M
BARCLAYS PLC↓ DEC
-19,496$2.32M
MALTESE CAPITAL MANAGEMENT LLC↓ DEC
-12,984$2.55M
WELLS FARGO & COMPANY/MN↓ DEC
-11,871$467.86K
LSV ASSET MANAGEMENT↓ DEC
-10,400$16.39K
BlackRock, Inc.↓ DEC
-9,154$98.78M
JANE STREET GROUP, LLC↓ DEC
-7,906$957.31K