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 |
|---|---|---|---|---|
BlackRock, Inc.CIK 0002012383 | 2,365,816 | $10.84M | -46,264 | ↓ DEC |
WealthTrust Axiom LLCCIK 0001425949 | 2,136,216 | $9.78M | +187,559 | ↑ INC |
DIMENSIONAL FUND ADVISORS LPCIK 0000354204 | 1,453,218 | $6.66M | +32,641 | ↑ INC |
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119 | 1,247,734 | $5.71M | +1,247,734 | NEW |
AMERICAN CENTURY COMPANIES INCCIK 0000748054 | 1,084,339 | $4.97M | +63,461 | ↑ INC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 1,029,498 | $4.72M | +258,805 | ↑ INC |
RENAISSANCE TECHNOLOGIES LLCCIK 0001037389 | 952,897 | $4.36M | -109,400 | ↓ DEC |
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717 | 778,365 | $3.57M | +21,662 | ↑ INC |
CWA Asset Management Group, LLCCIK 0001667134 | 709,287 | $3.25M | +162,130 | ↑ INC |
STATE STREET CORPCIK 0000093751 | 692,504 | $3.17M | -2,670 | ↓ DEC |
MORGAN STANLEYCIK 0000895421 | 651,329 | $2.98M | -8,634 | ↓ DEC |
North Star Investment Management Corp.CIK 0001342857 | 431,178 | $1.97M | -125,012 | ↓ DEC |
CITADEL ADVISORS LLCCIK 0001423053 | 396,205 | $1.81M | +62,702 | ↑ INC |
Register Financial Advisors LLCCIK 0001962636 | 336,838 | $1.54M | -1,309 | ↓ DEC |
NORTHERN TRUST CORPCIK 0000073124 | 308,836 | $1.41M | +2,405 | ↑ INC |
GOLDMAN SACHS GROUP INCCIK 0000886982 | 285,636 | $1.31M | +150,063 | ↑ INC |
VANGUARD FIDUCIARY TRUST COCIK 0000933478 | 208,628 | $955.52K | +208,628 | NEW |
UBS Group AGCIK 0001610520 | 198,513 | $909.19K | +53,919 | ↑ INC |
VANGUARD PORTFOLIO MANAGEMENT LLCCIK 0002100121 | 187,315 | $857.90K | +187,315 | NEW |
Point72 Asset Management, L.P.CIK 0001603466 | 167,761 | $768.35K | +61,374 | ↑ INC |
RITHOLTZ WEALTH MANAGEMENTCIK 0001698218 | 131,577 | $602.62K | +1,972 | ↑ INC |
O'SHAUGHNESSY ASSET MANAGEMENT, LLCCIK 0001423442 | 123,929 | $567.60K | -68,994 | ↓ DEC |
Castleview Partners, LLCCIK 0001737088 | 95,300 | $436.47K | +17,000 | ↑ INC |
CHARLES SCHWAB INVESTMENT MANAGEMENT INCCIK 0000884546 | 88,787 | $406.64K | -7,107 | ↓ DEC |
MILLENNIUM MANAGEMENT LLCCIK 0001273087 | 87,835 | $402.28K | +69,275 | ↑ INC |
| Filer | Δ Shares | Value |
|---|---|---|
VANGUARD CAPITAL MANAGEMENT LLCNEW | +1,247,734 | $5.71M |
RAYMOND JAMES FINANCIAL INC↑ INC | +258,805 | $4.72M |
VANGUARD FIDUCIARY TRUST CONEW | +208,628 | $955.52K |
WealthTrust Axiom LLC↑ INC | +187,559 | $9.78M |
VANGUARD PORTFOLIO MANAGEMENT LLCNEW | +187,315 | $857.90K |
CWA Asset Management Group, LLC↑ INC | +162,130 | $3.25M |
GOLDMAN SACHS GROUP INC↑ INC | +150,063 | $1.31M |
MILLENNIUM MANAGEMENT LLC↑ INC | +69,275 | $402.28K |
AMERICAN CENTURY COMPANIES INC↑ INC | +63,461 | $4.97M |
CITADEL ADVISORS LLC↑ INC | +62,702 | $1.81M |
| Filer | Δ Shares | Value |
|---|---|---|
Rothschild Wealth LLC↓ DEC | -146,968 | $125.07K |
BARD ASSOCIATES INC↓ DEC | -132,061 | $11.45K |
North Star Investment Management Corp.↓ DEC | -125,012 | $1.97M |
RENAISSANCE TECHNOLOGIES LLC↓ DEC | -109,400 | $4.36M |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC↓ DEC | -68,994 | $567.60K |
Quantinno Capital Management LP↓ DEC | -50,718 | $304.71K |
BlackRock, Inc.↓ DEC | -46,264 | $10.84M |
BARCLAYS PLC↓ DEC | -42,789 | $45.57K |
Russell Investments Group, Ltd.↓ DEC | -33,395 | $66.09K |
Ethic Inc.↓ DEC | -31,518 | $358.73K |