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 |
|---|---|---|---|---|
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119 | 316,159 | $569.09K | +316,159 | NEW |
FIFTH THIRD BANCORPCIK 0000035527 | 240,000 | $432.00K | +240,000 | NEW |
Goldstone Financial Group, LLCCIK 0002040021 | 115,370 | $207.67K | +70,581 | ↑ INC |
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717 | 92,007 | $165.69K | +21,781 | ↑ INC |
VANGUARD FIDUCIARY TRUST COCIK 0000933478 | 36,891 | $66.40K | +36,891 | NEW |
STATE STREET CORPCIK 0000093751 | 27,500 | $49.50K | +27,500 | NEW |
UBS Group AGCIK 0001610520 | 23,892 | $43.01K | +23,604 | ↑ INC |
BlackRock, Inc.CIK 0002012383 | 19,085 | $34.35K | -392 | ↓ DEC |
DIMENSIONAL FUND ADVISORS LPCIK 0000354204 | 15,924 | $28.66K | +15,924 | NEW |
JANE STREET GROUP, LLCCIK 0001595888 | 13,118 | $23.61K | +13,118 | NEW |
MORGAN STANLEYCIK 0000895421 | 4,170 | $7.51K | -8,852 | ↓ DEC |
Vanguard Global Advisers, LLCCIK 0001811242 | 4,122 | $7.42K | +4,122 | NEW |
Tower Research Capital LLC (TRC)CIK 0001533421 | 1,831 | $3.30K | +1,255 | ↑ INC |
VSM Wealth Advisory, LLCCIK 0002050660 | 1,500 | $2.70K | +1,500 | NEW |
Legacy Wealth Managment, LLC/IDCIK 0002045082 | 1,225 | $2.21K | +1,225 | NEW |
Tradewinds Capital Management, LLCCIK 0001616026 | 1,050 | $1.89K | +1,050 | NEW |
Larson Financial Group LLCCIK 0001731061 | 769 | $1.38K | – | no_change |
US BANCORP \DE\CIK 0000036104 | 700 | $1.26K | +700 | NEW |
JONES FINANCIAL COMPANIES LLLPCIK 0000815917 | 725 | $1.25K | +725 | NEW |
FMR LLCCIK 0000315066 | 110 | $197.00 | +110 | NEW |
Steward Partners Investment Advisory, LLCCIK 0001723397 | 100 | $180.00 | – | no_change |
ELEVATION WEALTH PARTNERS, LLCCIK 0001976256 | 30 | $54.00 | +30 | NEW |
INGALLS & SNYDER LLCCIK 0001041885 | 29,115 | $52.00 | +29,115 | NEW |
Virtu Financial LLCCIK 0001533964 | 17,819 | $32.00 | +17,819 | NEW |
VALLEY NATIONAL ADVISERS INCCIK 0000773411 | 1,600 | $2.00 | +1,600 | NEW |
| Filer | Δ Shares | Value |
|---|---|---|
VANGUARD CAPITAL MANAGEMENT LLCNEW | +316,159 | $569.09K |
FIFTH THIRD BANCORPNEW | +240,000 | $432.00K |
Goldstone Financial Group, LLC↑ INC | +70,581 | $207.67K |
VANGUARD FIDUCIARY TRUST CONEW | +36,891 | $66.40K |
INGALLS & SNYDER LLCNEW | +29,115 | $52.00 |
STATE STREET CORPNEW | +27,500 | $49.50K |
UBS Group AG↑ INC | +23,604 | $43.01K |
GEODE CAPITAL MANAGEMENT, LLC↑ INC | +21,781 | $165.69K |
Virtu Financial LLCNEW | +17,819 | $32.00 |
DIMENSIONAL FUND ADVISORS LPNEW | +15,924 | $28.66K |
| Filer | Δ Shares | Value |
|---|---|---|
MORGAN STANLEY↓ DEC | -8,852 | $7.51K |
BlackRock, Inc.↓ DEC | -392 | $34.35K |