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 |
|---|---|---|---|---|
DIMENSIONAL FUND ADVISORS LPCIK 0000354204 | 164,868 | $2.92M | -26 | ↓ DEC |
LOGAN CAPITAL MANAGEMENT INCCIK 0001121330 | 135,185 | $2.39M | – | no_change |
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119 | 49,001 | $866.83K | +49,001 | NEW |
Minerva Advisors LLCCIK 0001541536 | 17,856 | $315.87K | – | no_change |
CALDWELL SUTTER CAPITAL, INC.CIK 0000702007 | 14,716 | $260.33K | – | no_change |
Lewis Asset Management, LLCCIK 0002004520 | 11,469 | $202.88K | +11,469 | NEW |
VANGUARD FIDUCIARY TRUST COCIK 0000933478 | 5,057 | $89.46K | +5,057 | NEW |
Vanguard Global Advisers, LLCCIK 0001811242 | 4,456 | $78.83K | +4,456 | NEW |
ROYAL BANK OF CANADACIK 0001000275 | 2,079 | $37.00K | – | no_change |
MORGAN STANLEYCIK 0000895421 | 430 | $7.61K | – | no_change |
SBI Securities Co., Ltd.CIK 0001851815 | 56 | $991.00 | +56 | NEW |
WEDBUSH SECURITIES INCCIK 0001142495 | 12,752 | $226.00 | – | no_change |
WELLS FARGO & COMPANY/MNCIK 0000072971 | 1 | $14.00 | – | no_change |
| Filer | Δ Shares | Value |
|---|---|---|
VANGUARD CAPITAL MANAGEMENT LLCNEW | +49,001 | $866.83K |
Lewis Asset Management, LLCNEW | +11,469 | $202.88K |
VANGUARD FIDUCIARY TRUST CONEW | +5,057 | $89.46K |
Vanguard Global Advisers, LLCNEW | +4,456 | $78.83K |
SBI Securities Co., Ltd.NEW | +56 | $991.00 |
| Filer | Δ Shares | Value |
|---|---|---|
DIMENSIONAL FUND ADVISORS LP↓ DEC | -26 | $2.92M |