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 |
|---|---|---|---|---|
ADVISORY RESEARCH INCCIK 0000902584 | 1,867,195 | $8.42M | +78,038 | ↑ INC |
MSD Partners, L.P.CIK 0001514334 | 1,400,339 | $6.32M | – | no_change |
BlackRock, Inc.CIK 0002012383 | 1,143,683 | $5.16M | -21,136 | ↓ DEC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 587,766 | $2.65M | -8,864 | ↓ DEC |
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLCCIK 0001164833 | 583,706 | $2.63M | -2,670 | ↓ DEC |
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717 | 346,940 | $1.57M | +11,760 | ↑ INC |
Bank of New York Mellon CorpCIK 0001390777 | 318,469 | $1.44M | -2,610 | ↓ DEC |
STATE STREET CORPCIK 0000093751 | 244,458 | $1.11M | +2,760 | ↑ INC |
RENAISSANCE TECHNOLOGIES LLCCIK 0001037389 | 167,963 | $757.51K | -9,200 | ↓ DEC |
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119 | 158,438 | $714.55K | +158,438 | NEW |
NORTHERN TRUST CORPCIK 0000073124 | 152,500 | $687.77K | +2,428 | ↑ INC |
CHARLES SCHWAB INVESTMENT MANAGEMENT INCCIK 0000884546 | 120,551 | $543.68K | +440 | ↑ INC |
Inspire Investing, LLCCIK 0001670139 | 110,725 | $499.37K | +3,857 | ↑ INC |
VANGUARD FIDUCIARY TRUST COCIK 0000933478 | 90,053 | $406.14K | +90,053 | NEW |
AMERIPRISE FINANCIAL INCCIK 0000820027 | 86,100 | $388.31K | – | no_change |
VANGUARD PORTFOLIO MANAGEMENT LLCCIK 0002100121 | 83,663 | $377.32K | +83,663 | NEW |
GOLDMAN SACHS GROUP INCCIK 0000886982 | 72,972 | $329.10K | +13,910 | ↑ INC |
JANE STREET GROUP, LLCCIK 0001595888 | 69,248 | $312.31K | -12,786 | ↓ DEC |
CITADEL ADVISORS LLCCIK 0001423053 | 57,145 | $257.72K | +25,784 | ↑ INC |
MORGAN STANLEYCIK 0000895421 | 51,789 | $233.57K | -13,141 | ↓ DEC |
Vident Advisory, LLCCIK 0001744347 | 40,055 | $180.65K | +40,055 | NEW |
AMERICAN CENTURY COMPANIES INCCIK 0000748054 | 39,200 | $176.79K | -572 | ↓ DEC |
O'SHAUGHNESSY ASSET MANAGEMENT, LLCCIK 0001423442 | 37,841 | $170.66K | -1,131 | ↓ DEC |
SEI INVESTMENTS COCIK 0000350894 | 37,200 | $167.77K | +18,600 | ↑ INC |
UBS Group AGCIK 0001610520 | 33,549 | $151.31K | -1,256 | ↓ DEC |
| Filer | Δ Shares | Value |
|---|---|---|
VANGUARD CAPITAL MANAGEMENT LLCNEW | +158,438 | $714.55K |
VANGUARD FIDUCIARY TRUST CONEW | +90,053 | $406.14K |
VANGUARD PORTFOLIO MANAGEMENT LLCNEW | +83,663 | $377.32K |
ADVISORY RESEARCH INC↑ INC | +78,038 | $8.42M |
Vident Advisory, LLCNEW | +40,055 | $180.65K |
CITADEL ADVISORS LLC↑ INC | +25,784 | $257.72K |
SEI INVESTMENTS CO↑ INC | +18,600 | $167.77K |
GOLDMAN SACHS GROUP INC↑ INC | +13,910 | $329.10K |
GEODE CAPITAL MANAGEMENT, LLC↑ INC | +11,760 | $1.57M |
Abel Hall, LLCNEW | +10,606 | $47.83K |
| Filer | Δ Shares | Value |
|---|---|---|
DEUTSCHE BANK AG\↓ DEC | -27,902 | $61.40K |
HRT FINANCIAL LP↓ DEC | -23,510 | $1.15K |
BlackRock, Inc.↓ DEC | -21,136 | $5.16M |
BARCLAYS PLC↓ DEC | -19,367 | $91.81K |
MORGAN STANLEY↓ DEC | -13,141 | $233.57K |
JANE STREET GROUP, LLC↓ DEC | -12,786 | $312.31K |
RENAISSANCE TECHNOLOGIES LLC↓ DEC | -9,200 | $757.51K |
RAYMOND JAMES FINANCIAL INC↓ DEC | -8,864 | $2.65M |
XTX Topco Ltd↓ DEC | -3,537 | $48.79K |
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC↓ DEC | -2,670 | $2.63M |