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 |
|---|---|---|---|---|
Fourthstone LLCCIK 0001767803 | 532,199 | $18.62M | +78,281 | ↑ INC |
BlackRock, Inc.CIK 0002012383 | 280,532 | $9.81M | -2,440 | ↓ DEC |
WELLINGTON MANAGEMENT GROUP LLPCIK 0000902219 | 280,400 | $9.81M | -38,872 | ↓ DEC |
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119 | 243,742 | $8.53M | +243,742 | NEW |
GRAHAM CAPITAL WEALTH MANAGEMENT, LLCCIK 0001907528 | 137,035 | $4.79M | +8,755 | ↑ INC |
ALLIANCEBERNSTEIN L.P.CIK 0001109448 | 103,716 | $4.13M | -19,584 | ↓ DEC |
MALTESE CAPITAL MANAGEMENT LLCCIK 0001040762 | 107,145 | $3.75M | -22,004 | ↓ DEC |
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717 | 103,209 | $3.61M | -2,672 | ↓ DEC |
STATE STREET CORPCIK 0000093751 | 84,607 | $2.96M | -400 | ↓ DEC |
BANC FUNDS CO LLCCIK 0001029311 | 65,000 | $2.27M | – | no_change |
CHOREO, LLCCIK 0001679031 | 60,400 | $2.11M | – | no_change |
NORTHERN TRUST CORPCIK 0000073124 | 33,838 | $1.18M | +1,718 | ↑ INC |
VANGUARD FIDUCIARY TRUST COCIK 0000933478 | 30,202 | $1.06M | +30,202 | NEW |
MORGAN STANLEYCIK 0000895421 | 28,081 | $982.28K | -3,874 | ↓ DEC |
VANGUARD PORTFOLIO MANAGEMENT LLCCIK 0002100121 | 26,570 | $929.42K | +26,570 | NEW |
DIMENSIONAL FUND ADVISORS LPCIK 0000354204 | 24,095 | $842.65K | +8,371 | ↑ INC |
EJF Capital LPCIK 0001353254 | 23,910 | $836.37K | -19,848 | ↓ DEC |
GOLDMAN SACHS GROUP INCCIK 0000886982 | 19,734 | $690.29K | +11,673 | ↑ INC |
TWO SIGMA INVESTMENTS, LPCIK 0001179392 | 16,413 | $574.13K | -2,079 | ↓ DEC |
UNITED CAPITAL FINANCIAL ADVISORS, LLCCIK 0001463217 | 16,192 | $566.40K | – | no_change |
Bank of New York Mellon CorpCIK 0001390777 | 14,823 | $518.51K | -822 | ↓ DEC |
Wealthspire Advisors, LLCCIK 0001646247 | 12,873 | $450.29K | +3,132 | ↑ INC |
BARCLAYS PLCCIK 0000312069 | 12,647 | $442.39K | -6,050 | ↓ DEC |
CHARLES SCHWAB INVESTMENT MANAGEMENT INCCIK 0000884546 | 12,547 | $438.89K | -1,381 | ↓ DEC |
Accent Capital Management, LLCCIK 0002014179 | 11,439 | $428.73K | +11,439 | NEW |
| Filer | Δ Shares | Value |
|---|---|---|
VANGUARD CAPITAL MANAGEMENT LLCNEW | +243,742 | $8.53M |
Fourthstone LLC↑ INC | +78,281 | $18.62M |
VANGUARD FIDUCIARY TRUST CONEW | +30,202 | $1.06M |
VANGUARD PORTFOLIO MANAGEMENT LLCNEW | +26,570 | $929.42K |
GOLDMAN SACHS GROUP INC↑ INC | +11,673 | $690.29K |
Accent Capital Management, LLCNEW | +11,439 | $428.73K |
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC↑ INC | +8,755 | $4.79M |
DIMENSIONAL FUND ADVISORS LP↑ INC | +8,371 | $842.65K |
Mariner, LLCNEW | +7,356 | $257.31K |
Wealthspire Advisors, LLC↑ INC | +3,132 | $450.29K |
| Filer | Δ Shares | Value |
|---|---|---|
UBS Group AG↓ DEC | -63,695 | $328.78K |
WELLINGTON MANAGEMENT GROUP LLP↓ DEC | -38,872 | $9.81M |
MALTESE CAPITAL MANAGEMENT LLC↓ DEC | -22,004 | $3.75M |
EJF Capital LP↓ DEC | -19,848 | $836.37K |
ALLIANCEBERNSTEIN L.P.↓ DEC | -19,584 | $4.13M |
MARSHALL WACE, LLP↓ DEC | -15,479 | $270.81K |
BARCLAYS PLC↓ DEC | -6,050 | $442.39K |
AQR CAPITAL MANAGEMENT LLC↓ DEC | -4,113 | $388.53K |
MORGAN STANLEY↓ DEC | -3,874 | $982.28K |
GEODE CAPITAL MANAGEMENT, LLC↓ DEC | -2,672 | $3.61M |