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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

Institutions52.3%
Insiders3.5%
Institutions Count120
Institutions 52.3%Insiders 3.5%Float (Other) 44.2%
13F Filers (top 25)25Quarter 2026-03-31
Top-25 Reported Value$97.36MSum of shown holders' market value
Net Position Change10 adds · 10 trimsLargest movers this quarter

Top Holders by Value

25 shown
FilerSharesMarket ValueΔ SharesChange
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.CIK 0001238990
1,347,163$15.09M+190,248↑ INC
BlackRock, Inc.CIK 0002012383
1,104,598$12.37M-75,098↓ DEC
ROYCE & ASSOCIATES LPCIK 0000906304
1,008,043$11.29M+96,000↑ INC
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119
671,831$7.52M+671,831NEW
Potomac Capital Management, Inc.CIK 0001418746
532,636$5.97M+54,886↑ INC
RENAISSANCE TECHNOLOGIES LLCCIK 0001037389
441,800$4.95M-52,000↓ DEC
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717
377,947$4.23M+3,070↑ INC
STATE STREET CORPCIK 0000093751
312,765$3.50M+6,570↑ INC
JPMORGAN CHASE & COCIK 0000019617
304,186$3.31M+193,244↑ INC
Invenomic Capital Management LPCIK 0001769456
276,890$3.10M+48,674↑ INC
G2 Investment Partners Management LLCCIK 0001593404
256,183$2.87M+16,456↑ INC
Norwood Investment Partners, LPCIK 0001888610
220,000$2.46M+121,489↑ INC
Topline Capital Management, LLCCIK 0001792549
193,886$2.17M-175,073↓ DEC
AMERIPRISE FINANCIAL INCCIK 0000820027
181,976$2.04M+4,638↑ INC
VANGUARD PORTFOLIO MANAGEMENT LLCCIK 0002100121
178,757$2.00M+178,757NEW
NORTHERN TRUST CORPCIK 0000073124
167,255$1.87M+7,520↑ INC
Trexquant Investment LPCIK 0001633445
147,448$1.65M-16,553↓ DEC
DIMENSIONAL FUND ADVISORS LPCIK 0000354204
145,919$1.63M-2,084↓ DEC
RAYMOND JAMES FINANCIAL INCCIK 0000720005
139,659$1.56M-6,848↓ DEC
MARSHALL WACE, LLPCIK 0001318757
124,856$1.40M+111,723↑ INC
FEDERATED HERMES, INC.CIK 0001056288
123,868$1.39M+51,996↑ INC
MORGAN STANLEYCIK 0000895421
119,849$1.34M-28,992↓ DEC
VANGUARD FIDUCIARY TRUST COCIK 0000933478
110,696$1.24M+110,696NEW
GOLDMAN SACHS GROUP INCCIK 0000886982
109,667$1.23M+10,487↑ INC
GLOBEFLEX CAPITAL L PCIK 0000921531
103,977$1.16M–no_change

Top Adds (Buyers)

FilerΔ SharesValue
VANGUARD CAPITAL MANAGEMENT LLCNEW
+671,831$7.52M
JPMORGAN CHASE & CO↑ INC
+193,244$3.31M
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.↑ INC
+190,248$15.09M
VANGUARD PORTFOLIO MANAGEMENT LLCNEW
+178,757$2.00M
Norwood Investment Partners, LP↑ INC
+121,489$2.46M
MARSHALL WACE, LLP↑ INC
+111,723$1.40M
VANGUARD FIDUCIARY TRUST CONEW
+110,696$1.24M
ROYCE & ASSOCIATES LP↑ INC
+96,000$11.29M
Potomac Capital Management, Inc.↑ INC
+54,886$5.97M
FEDERATED HERMES, INC.↑ INC
+51,996$1.39M

Top Trims (Sellers)

FilerΔ SharesValue
MILLENNIUM MANAGEMENT LLC↓ DEC
-330,394$1.12M
Topline Capital Management, LLC↓ DEC
-175,073$2.17M
JANE STREET GROUP, LLC↓ DEC
-126,587$237.44K
BlackRock, Inc.↓ DEC
-75,098$12.37M
CITADEL ADVISORS LLC↓ DEC
-67,121$309.12K
DEUTSCHE BANK AG\↓ DEC
-57,309$124.11K
RENAISSANCE TECHNOLOGIES LLC↓ DEC
-52,000$4.95M
Dynamic Technology Lab Private Ltd↓ DEC
-38,832$355.05K
Squarepoint Ops LLC↓ DEC
-34,930$407.24K
TWO SIGMA INVESTMENTS, LP↓ DEC
-34,302$433.59K