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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

Institutions64.1%
Insiders3.4%
Institutions Count131
Institutions 64.1%Insiders 3.4%Float (Other) 32.5%
13F Filers (top 25)25Quarter 2026-03-31
Top-25 Reported Value$427.75MSum 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
1,378,289$61.21M+77,976↑ INC
Patriot Financial Partners GP II, L.P.CIK 0002061817
1,194,363$53.04M-22,851↓ DEC
FJ Capital Management LLCCIK 0001599170
921,074$40.90M-304,613↓ DEC
DIMENSIONAL FUND ADVISORS LPCIK 0000354204
745,825$33.12M+2,758↑ INC
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119
700,909$31.13M+700,909NEW
WELLINGTON MANAGEMENT GROUP LLPCIK 0000902219
620,616$27.56M-90,983↓ DEC
STATE STREET CORPCIK 0000093751
498,083$22.21M+40,266↑ INC
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717
393,922$17.50M+34,652↑ INC
MENDON CAPITAL ADVISORS CORPCIK 0001177043
382,050$16.97M-3,186↓ DEC
MANUFACTURERS LIFE INSURANCE COMPANY, THECIK 0000928047
357,689$15.88M-4,258↓ DEC
Curi Capital, LLCCIK 0001332905
350,000$15.54M-3,186↓ DEC
KENNEDY CAPITAL MANAGEMENT LLCCIK 0000884589
310,595$13.79M+31,331↑ INC
MALTESE CAPITAL MANAGEMENT LLCCIK 0001040762
285,932$12.70M-43,241↓ DEC
AMERICAN CENTURY COMPANIES INCCIK 0000748054
173,183$7.69M-8,420↓ DEC
NORTHERN TRUST CORPCIK 0000073124
159,573$7.09M+13,937↑ INC
BRIDGEWAY CAPITAL MANAGEMENT, LLCCIK 0001107261
150,915$6.70M-8,293↓ DEC
VANGUARD PORTFOLIO MANAGEMENT LLCCIK 0002100121
146,579$6.51M+146,579NEW
MORGAN STANLEYCIK 0000895421
141,191$6.27M+52,243↑ INC
GOLDMAN SACHS GROUP INCCIK 0000886982
133,199$5.92M+45,911↑ INC
CHARLES SCHWAB INVESTMENT MANAGEMENT INCCIK 0000884546
130,023$5.77M+4,840↑ INC
Creative PlanningCIK 0001540235
115,181$5.12M+3,104↑ INC
VANGUARD FIDUCIARY TRUST COCIK 0000933478
101,807$4.52M+101,807NEW
JPMORGAN CHASE & COCIK 0000019617
99,937$4.40M-217,849↓ DEC
Bank of New York Mellon CorpCIK 0001390777
74,169$3.29M+1,831↑ INC
ENDEAVOUR CAPITAL ADVISORS INCCIK 0001218749
65,468$2.91M+33,068↑ INC

Top Adds (Buyers)

FilerΔ SharesValue
T. Rowe Price Investment Management, Inc.↑ INC
+1,878,948$92.80K
VANGUARD CAPITAL MANAGEMENT LLCNEW
+700,909$31.13M
VANGUARD PORTFOLIO MANAGEMENT LLCNEW
+146,579$6.51M
VANGUARD FIDUCIARY TRUST CONEW
+101,807$4.52M
BlackRock, Inc.↑ INC
+77,976$61.21M
BRIDGES INVESTMENT MANAGEMENT INCNEW
+61,876$2.75M
MORGAN STANLEY↑ INC
+52,243$6.27M
GOLDMAN SACHS GROUP INC↑ INC
+45,911$5.92M
STATE STREET CORP↑ INC
+40,266$22.21M
HB Wealth Management, LLCNEW
+35,681$1.58M

Top Trims (Sellers)

FilerΔ SharesValue
FJ Capital Management LLC↓ DEC
-304,613$40.90M
JPMORGAN CHASE & CO↓ DEC
-217,849$4.40M
WELLINGTON MANAGEMENT GROUP LLP↓ DEC
-90,983$27.56M
MALTESE CAPITAL MANAGEMENT LLC↓ DEC
-43,241$12.70M
RENAISSANCE TECHNOLOGIES LLC↓ DEC
-24,600$666.15K
Patriot Financial Partners GP II, L.P.↓ DEC
-22,851$53.04M
UMB Bank, n.a.↓ DEC
-15,000$2.08M
JANE STREET GROUP, LLC↓ DEC
-14,218$594.96K
SUSQUEHANNA INTERNATIONAL GROUP, LLP↓ DEC
-12,538$527.55K
WELLS FARGO & COMPANY/MN↓ DEC
-10,781$287.87K