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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

Institutions74.4%
Insiders1.1%
Institutions Count221
Institutions 74.4%Insiders 1.1%Float (Other) 24.6%
13F Filers (top 25)25Quarter 2026-03-31
Top-25 Reported Value$602.77MSum 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
7,844,314$168.10M+172,579↑ INC
VANGUARD PORTFOLIO MANAGEMENT LLCCIK 0002100121
2,677,821$57.39M+2,677,821NEW
STATE STREET CORPCIK 0000093751
2,476,904$53.08M-20,371↓ DEC
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119
1,920,616$41.16M+1,920,616NEW
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.CIK 0001705339
1,483,369$31.79M+77,732↑ INC
TWO SIGMA INVESTMENTS, LPCIK 0001179392
1,360,207$29.15M+1,050,255↑ INC
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717
1,279,201$27.42M+140,157↑ INC
BALYASNY ASSET MANAGEMENT L.P.CIK 0001218710
1,071,552$22.96M+149,894↑ INC
CHARLES SCHWAB INVESTMENT MANAGEMENT INCCIK 0000884546
1,009,916$21.64M+47,229↑ INC
Invesco Ltd.CIK 0000914208
782,474$16.77M-16,217↓ DEC
MORGAN STANLEYCIK 0000895421
779,413$16.70M-9,008↓ DEC
DIMENSIONAL FUND ADVISORS LPCIK 0000354204
601,221$12.88M+4,832↑ INC
UBS Group AGCIK 0001610520
559,884$12.00M+211,053↑ INC
JPMORGAN CHASE & COCIK 0000019617
547,421$11.86M+59,118↑ INC
NORTHERN TRUST CORPCIK 0000073124
511,621$10.96M+32,605↑ INC
Nuveen, LLCCIK 0001871926
497,900$10.67M+240,425↑ INC
PALISADE CAPITAL MANAGEMENT, LPCIK 0001009006
441,259$9.46M-10,898↓ DEC
Pekin Hardy Strauss, Inc.CIK 0001020317
331,726$7.11M+36,099↑ INC
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLCCIK 0000861177
294,841$6.32M+6,906↑ INC
VANGUARD FIDUCIARY TRUST COCIK 0000933478
282,139$6.05M+282,139NEW
LONGFELLOW INVESTMENT MANAGEMENT CO LLCCIK 0001167487
281,503$6.03M–no_change
PRINCIPAL FINANCIAL GROUP INCCIK 0001126328
279,048$5.98M-9,582↓ DEC
AQR CAPITAL MANAGEMENT LLCCIK 0001167557
277,278$5.94M-6,572↓ DEC
Bank of New York Mellon CorpCIK 0001390777
274,967$5.89M-7,386↓ DEC
Legal & General Group PlcCIK 0000764068
254,741$5.46M-22,266↓ DEC

Top Adds (Buyers)

FilerΔ SharesValue
VANGUARD PORTFOLIO MANAGEMENT LLCNEW
+2,677,821$57.39M
VANGUARD CAPITAL MANAGEMENT LLCNEW
+1,920,616$41.16M
TWO SIGMA INVESTMENTS, LP↑ INC
+1,050,255$29.15M
VANGUARD FIDUCIARY TRUST CONEW
+282,139$6.05M
HRT FINANCIAL LPNEW
+248,289$5.32K
Nuveen, LLC↑ INC
+240,425$10.67M
UBS Group AG↑ INC
+211,053$12.00M
BlackRock, Inc.↑ INC
+172,579$168.10M
BALYASNY ASSET MANAGEMENT L.P.↑ INC
+149,894$22.96M
GEODE CAPITAL MANAGEMENT, LLC↑ INC
+140,157$27.42M

Top Trims (Sellers)

FilerΔ SharesValue
FMR LLC↓ DEC
-166,641$5.30M
Abacus Planning Group, Inc.↓ DEC
-122,727$1.56M
Foresight Group Ltd Liability Partnership↓ DEC
-71,355$4.26M
BARCLAYS PLC↓ DEC
-56,964$236.67K
Caption Management, LLC↓ DEC
-41,200$1.62M
Vident Advisory, LLC↓ DEC
-26,656$428.17K
Cyndeo Wealth Partners, LLC↓ DEC
-24,000$382.57K
Quantbot Technologies LP↓ DEC
-22,734$29.25K
Legal & General Group Plc↓ DEC
-22,266$5.46M
STATE STREET CORP↓ DEC
-20,371$53.08M