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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

Institutions65.3%
Insiders19.1%
Institutions Count160
Institutions 65.3%Insiders 19.1%Float (Other) 15.6%
13F Filers (top 25)25Quarter 2026-03-31
Top-25 Reported Value$333.20MSum of shown holders' market value
Net Position Change10 adds · 10 trimsLargest movers this quarter

Top Holders by Value

25 shown
FilerSharesMarket ValueΔ SharesChange
BlackRock, Inc.CIK 0002012383
17,007,269$74.32M-165,759↓ DEC
Topline Capital Management, LLCCIK 0001792549
7,064,481$30.87M-377,985↓ DEC
HHLR ADVISORS, LTD.CIK 0001762304
6,657,030$29.09M–no_change
MILLENNIUM MANAGEMENT LLCCIK 0001273087
6,291,798$27.50M+1,539,351↑ INC
Boston PartnersCIK 0001386060
5,802,773$25.36M+794,464↑ INC
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119
4,762,904$20.81M+4,762,904NEW
STATE STREET CORPCIK 0000093751
4,123,748$18.02M-23,216↓ DEC
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717
2,833,955$12.39M+43,381↑ INC
DIMENSIONAL FUND ADVISORS LPCIK 0000354204
2,663,329$11.64M+16,438↑ INC
GOLDMAN SACHS GROUP INCCIK 0000886982
2,344,735$10.25M+554,821↑ INC
VANGUARD PORTFOLIO MANAGEMENT LLCCIK 0002100121
2,311,858$10.10M+2,311,858NEW
MORGAN STANLEYCIK 0000895421
1,718,875$7.51M+17,890↑ INC
ROYCE & ASSOCIATES LPCIK 0000906304
1,642,368$7.18M-50,289↓ DEC
BROWN CAPITAL MANAGEMENT LLCCIK 0000885062
1,480,506$6.47M-592,409↓ DEC
Russell Investments Group, Ltd.CIK 0001692234
1,359,900$5.94M+358,773↑ INC
CHARLES SCHWAB INVESTMENT MANAGEMENT INCCIK 0000884546
1,104,601$4.83M+10,062↑ INC
BANK OF AMERICA CORP /DE/CIK 0000070858
1,009,054$4.41M+152,893↑ INC
NORTHERN TRUST CORPCIK 0000073124
1,005,193$4.39M+47,599↑ INC
AQR CAPITAL MANAGEMENT LLCCIK 0001167557
912,342$3.99M+168,887↑ INC
Simcoe Capital LLCCIK 0002109203
882,113$3.85M+583,652↑ INC
CenterBook Partners LPCIK 0001872738
729,874$3.19M-115,531↓ DEC
VANGUARD FIDUCIARY TRUST COCIK 0000933478
717,011$3.13M+717,011NEW
RENAISSANCE TECHNOLOGIES LLCCIK 0001037389
676,700$2.96M+1,700↑ INC
Bank of New York Mellon CorpCIK 0001390777
608,647$2.66M-29,282↓ DEC
PRINCIPAL FINANCIAL GROUP INCCIK 0001126328
534,759$2.34M-132,168↓ DEC

Top Adds (Buyers)

FilerΔ SharesValue
VANGUARD CAPITAL MANAGEMENT LLCNEW
+4,762,904$20.81M
VANGUARD PORTFOLIO MANAGEMENT LLCNEW
+2,311,858$10.10M
MILLENNIUM MANAGEMENT LLC↑ INC
+1,539,351$27.50M
Boston Partners↑ INC
+794,464$25.36M
VANGUARD FIDUCIARY TRUST CONEW
+717,011$3.13M
Simcoe Capital LLC↑ INC
+583,652$3.85M
GOLDMAN SACHS GROUP INC↑ INC
+554,821$10.25M
Russell Investments Group, Ltd.↑ INC
+358,773$5.94M
CITADEL ADVISORS LLC↑ INC
+316,138$2.11M
AQR CAPITAL MANAGEMENT LLC↑ INC
+168,887$3.99M

Top Trims (Sellers)

FilerΔ SharesValue
BROWN CAPITAL MANAGEMENT LLC↓ DEC
-592,409$6.47M
Topline Capital Management, LLC↓ DEC
-377,985$30.87M
ALGERT GLOBAL LLC↓ DEC
-329,678$186.00
ACADIAN ASSET MANAGEMENT LLC↓ DEC
-275,487$1.74K
UBS Group AG↓ DEC
-273,166$816.67K
BlackRock, Inc.↓ DEC
-165,759$74.32M
BARCLAYS PLC↓ DEC
-159,096$105.50K
Squarepoint Ops LLC↓ DEC
-133,345$110.54K
PRINCIPAL FINANCIAL GROUP INC↓ DEC
-132,168$2.34M
CenterBook Partners LP↓ DEC
-115,531$3.19M