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 |
|---|---|---|---|---|
BlackRock, Inc.CIK 0002012383 | 4,673,429 | $65.05M | +172,589 | ↑ INC |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLCCIK 0001021223 | 4,268,380 | $59.42M | -156,196 | ↓ DEC |
COOKE & BIELER LPCIK 0000024386 | 2,779,002 | $38.68M | +291,938 | ↑ INC |
STATE STREET CORPCIK 0000093751 | 1,689,876 | $23.52M | +144,458 | ↑ INC |
VANGUARD PORTFOLIO MANAGEMENT LLCCIK 0002100121 | 1,468,527 | $20.44M | +1,468,527 | NEW |
DIMENSIONAL FUND ADVISORS LPCIK 0000354204 | 1,449,308 | $20.17M | +234,899 | ↑ INC |
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119 | 1,243,172 | $17.30M | +1,243,172 | NEW |
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717 | 718,591 | $10.00M | +24,723 | ↑ INC |
Elgethun Capital ManagementCIK 0001638022 | 505,378 | $7.03M | +10,341 | ↑ INC |
MARSHALL WACE, LLPCIK 0001318757 | 499,587 | $6.95M | +309,655 | ↑ INC |
Invesco Ltd.CIK 0000914208 | 497,727 | $6.93M | +49,847 | ↑ INC |
Arcus Capital Partners, LLCCIK 0001651960 | 475,282 | $6.62M | -398,536 | ↓ DEC |
CHARLES SCHWAB INVESTMENT MANAGEMENT INCCIK 0000884546 | 415,013 | $5.78M | +165,086 | ↑ INC |
MORGAN STANLEYCIK 0000895421 | 346,867 | $4.83M | +88,341 | ↑ INC |
ELEVATION POINT WEALTH PARTNERS, LLCCIK 0001744349 | 344,796 | $4.80M | +344,796 | NEW |
Vestmark Advisory Solutions, Inc.CIK 0001736982 | 344,796 | $4.80M | +344,796 | NEW |
AMERIPRISE FINANCIAL INCCIK 0000820027 | 340,870 | $4.74M | +194,526 | ↑ INC |
DENALI ADVISORS LLCCIK 0001142941 | 338,282 | $4.71M | +78,263 | ↑ INC |
WELLS FARGO & COMPANY/MNCIK 0000072971 | 329,678 | $4.59M | -45,727 | ↓ DEC |
GOLDMAN SACHS GROUP INCCIK 0000886982 | 311,738 | $4.34M | -149,106 | ↓ DEC |
NORTHERN TRUST CORPCIK 0000073124 | 274,859 | $3.83M | +6,870 | ↑ INC |
UBS Group AGCIK 0001610520 | 218,641 | $3.04M | +30,881 | ↑ INC |
VANGUARD FIDUCIARY TRUST COCIK 0000933478 | 200,110 | $2.79M | +200,110 | NEW |
Bretton Capital Management, LLCCIK 0002043671 | 170,500 | $2.37M | – | no_change |
SEI INVESTMENTS COCIK 0000350894 | 164,377 | $2.29M | -25,319 | ↓ DEC |
| Filer | Δ Shares | Value |
|---|---|---|
VANGUARD PORTFOLIO MANAGEMENT LLCNEW | +1,468,527 | $20.44M |
VANGUARD CAPITAL MANAGEMENT LLCNEW | +1,243,172 | $17.30M |
ELEVATION POINT WEALTH PARTNERS, LLCNEW | +344,796 | $4.80M |
Vestmark Advisory Solutions, Inc.NEW | +344,796 | $4.80M |
MARSHALL WACE, LLP↑ INC | +309,655 | $6.95M |
COOKE & BIELER LP↑ INC | +291,938 | $38.68M |
DIMENSIONAL FUND ADVISORS LP↑ INC | +234,899 | $20.17M |
HRT FINANCIAL LP↑ INC | +217,705 | $3.43K |
VANGUARD FIDUCIARY TRUST CONEW | +200,110 | $2.79M |
AMERIPRISE FINANCIAL INC↑ INC | +194,526 | $4.74M |
| Filer | Δ Shares | Value |
|---|---|---|
Arcus Capital Partners, LLC↓ DEC | -398,536 | $6.62M |
MILLENNIUM MANAGEMENT LLC↓ DEC | -270,040 | $1.56M |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC↓ DEC | -156,196 | $59.42M |
GOLDMAN SACHS GROUP INC↓ DEC | -149,106 | $4.34M |
SG Americas Securities, LLC↓ DEC | -142,703 | $184.00 |
De Lisle Partners LLP↓ DEC | -76,957 | $1.32M |
WELLS FARGO & COMPANY/MN↓ DEC | -45,727 | $4.59M |
Verition Fund Management LLC↓ DEC | -37,012 | $220.21K |
Trexquant Investment LP↓ DEC | -31,319 | $180.24K |
BARCLAYS PLC↓ DEC | -30,115 | $640.96K |