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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

Institutions78.5%
Insiders3.8%
Institutions Count188
Institutions 78.5%Insiders 3.8%Float (Other) 17.7%
13F Filers (top 25)25Quarter 2026-03-31
Top-25 Reported Value$457.33MSum of shown holders' market value
Net Position Change10 adds · 10 trimsLargest movers this quarter

Top Holders by Value

25 shown
FilerSharesMarket ValueΔ SharesChange
BlackRock, Inc.CIK 0002012383
4,037,032$100.40M+47,947↑ INC
North Reef Capital Management LPCIK 0001867831
2,706,025$67.30M-233,975↓ DEC
STATE STREET CORPCIK 0000093751
1,549,020$38.52M-124,735↓ DEC
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119
1,189,511$29.58M+1,189,511NEW
WELLINGTON MANAGEMENT GROUP LLPCIK 0000902219
1,165,022$28.97M+82,640↑ INC
DIMENSIONAL FUND ADVISORS LPCIK 0000354204
1,119,529$27.84M-155,027↓ DEC
ALLIANCEBERNSTEIN L.P.CIK 0001109448
902,957$19.34M+143,181↑ INC
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717
690,505$17.18M+3,284↑ INC
CHARLES SCHWAB INVESTMENT MANAGEMENT INCCIK 0000884546
615,641$15.31M+2,986↑ INC
VANGUARD PORTFOLIO MANAGEMENT LLCCIK 0002100121
538,011$13.38M+538,011NEW
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLCCIK 0001164833
518,057$12.88M-122,670↓ DEC
AMERICAN CENTURY COMPANIES INCCIK 0000748054
425,886$10.59M-119,265↓ DEC
GOLDMAN SACHS GROUP INCCIK 0000886982
347,371$8.64M+54,547↑ INC
JUPITER ASSET MANAGEMENT LTDCIK 0001215838
344,614$8.57M–no_change
MORGAN STANLEYCIK 0000895421
296,757$7.38M-66,986↓ DEC
NORTHERN TRUST CORPCIK 0000073124
272,436$6.78M+11,152↑ INC
GAMCO INVESTORS, INC. ET ALCIK 0000807249
224,650$5.59M-1,400↓ DEC
BANK OF AMERICA CORP /DE/CIK 0000070858
224,042$5.57M-116,792↓ DEC
AQR CAPITAL MANAGEMENT LLCCIK 0001167557
215,985$5.37M-62,611↓ DEC
Fourthstone LLCCIK 0001767803
212,341$5.28M+70,800↑ INC
JANE STREET GROUP, LLCCIK 0001595888
204,969$5.10M+128,230↑ INC
Quantinno Capital Management LPCIK 0001759654
187,900$4.67M+24,842↑ INC
VANGUARD FIDUCIARY TRUST COCIK 0000933478
184,957$4.60M+184,957NEW
JCSD Capital, LLCCIK 0001444055
182,900$4.55M-5,000↓ DEC
Bank of New York Mellon CorpCIK 0001390777
157,976$3.93M-5,446↓ DEC

Top Adds (Buyers)

FilerΔ SharesValue
VANGUARD CAPITAL MANAGEMENT LLCNEW
+1,189,511$29.58M
T. Rowe Price Investment Management, Inc.↑ INC
+961,652$33.48K
VANGUARD PORTFOLIO MANAGEMENT LLCNEW
+538,011$13.38M
VANGUARD FIDUCIARY TRUST CONEW
+184,957$4.60M
ALLIANCEBERNSTEIN L.P.↑ INC
+143,181$19.34M
Interval Partners, LPNEW
+132,285$3.29M
JANE STREET GROUP, LLC↑ INC
+128,230$5.10M
FJ Capital Management LLCNEW
+126,895$3.16M
FRANKLIN RESOURCES INC↑ INC
+112,948$3.10M
WELLINGTON MANAGEMENT GROUP LLP↑ INC
+82,640$28.97M

Top Trims (Sellers)

FilerΔ SharesValue
MILLENNIUM MANAGEMENT LLC↓ DEC
-292,639$557.06K
CITADEL ADVISORS LLC↓ DEC
-244,312$594.39K
North Reef Capital Management LP↓ DEC
-233,975$67.30M
ExodusPoint Capital Management, LP↓ DEC
-167,006$549.53K
DIMENSIONAL FUND ADVISORS LP↓ DEC
-155,027$27.84M
Squarepoint Ops LLC↓ DEC
-137,798$464.20K
UBS Group AG↓ DEC
-131,065$3.58M
STATE STREET CORP↓ DEC
-124,735$38.52M
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC↓ DEC
-122,670$12.88M
AMERICAN CENTURY COMPANIES INC↓ DEC
-119,265$10.59M