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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

Institutions68.4%
Insiders6.5%
Institutions Count138
Institutions 68.4%Insiders 6.5%Float (Other) 25.1%
13F Filers (top 25)25Quarter 2026-03-31
Top-25 Reported Value$243.32MSum 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
870,202$46.93M+414↑ INC
DIMENSIONAL FUND ADVISORS LPCIK 0000354204
499,716$26.95M+340↑ INC
FIRST BUSINESS FINANCIAL SERVICES, INC.CIK 0001521951
361,311$19.49M–no_change
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119
340,538$18.37M+340,538NEW
MANUFACTURERS LIFE INSURANCE COMPANY, THECIK 0000928047
244,795$13.20M-3,642↓ DEC
AMERICAN CENTURY COMPANIES INCCIK 0000748054
240,137$12.95M+23,127↑ INC
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717
199,772$10.78M-35,278↓ DEC
STATE STREET CORPCIK 0000093751
173,718$9.37M+15,663↑ INC
BANC FUNDS CO LLCCIK 0001029311
166,224$8.96M–no_change
Cutler Capital Management, LLCCIK 0001353098
154,590$8.34M+805↑ INC
Pacific Ridge Capital Partners, LLCCIK 0001591546
140,892$7.60M+437↑ INC
RENAISSANCE TECHNOLOGIES LLCCIK 0001037389
122,465$6.60M-5,800↓ DEC
FEDERATED HERMES, INC.CIK 0001056288
116,133$6.26M+11,369↑ INC
De Lisle Partners LLPCIK 0002011184
98,812$5.34M+2,000↑ INC
AQR CAPITAL MANAGEMENT LLCCIK 0001167557
94,627$5.10M-11,324↓ DEC
VANGUARD PORTFOLIO MANAGEMENT LLCCIK 0002100121
92,269$4.98M+92,269NEW
Hillsdale Investment Management Inc.CIK 0001368465
83,071$4.48M–no_change
NORTHERN TRUST CORPCIK 0000073124
79,473$4.29M+3,917↑ INC
BRIDGEWAY CAPITAL MANAGEMENT, LLCCIK 0001107261
77,382$4.17M+3,655↑ INC
MORGAN STANLEYCIK 0000895421
75,719$4.08M+24,796↑ INC
Qube Research & Technologies LtdCIK 0001729829
60,458$3.26M+23,214↑ INC
ALLIANCEBERNSTEIN L.P.CIK 0001109448
58,984$3.20M-11,350↓ DEC
GOLDMAN SACHS GROUP INCCIK 0000886982
55,399$2.99M+2,804↑ INC
VISTA INVESTMENT MANAGEMENTCIK 0001740140
52,770$2.85M+33↑ INC
VANGUARD FIDUCIARY TRUST COCIK 0000933478
51,693$2.79M+51,693NEW

Top Adds (Buyers)

FilerΔ SharesValue
VANGUARD CAPITAL MANAGEMENT LLCNEW
+340,538$18.37M
VANGUARD PORTFOLIO MANAGEMENT LLCNEW
+92,269$4.98M
VANGUARD FIDUCIARY TRUST CONEW
+51,693$2.79M
MORGAN STANLEY↑ INC
+24,796$4.08M
Qube Research & Technologies Ltd↑ INC
+23,214$3.26M
AMERICAN CENTURY COMPANIES INC↑ INC
+23,127$12.95M
STATE STREET CORP↑ INC
+15,663$9.37M
TWO SIGMA INVESTMENTS, LP↑ INC
+12,005$1.71M
FEDERATED HERMES, INC.↑ INC
+11,369$6.26M
LSV ASSET MANAGEMENT↑ INC
+9,498$7.75K

Top Trims (Sellers)

FilerΔ SharesValue
GEODE CAPITAL MANAGEMENT, LLC↓ DEC
-35,278$10.78M
M3F, Inc.↓ DEC
-29,252$1.60K
Poehling Capital Management, INC.↓ DEC
-26,712$1.38M
ALLIANCEBERNSTEIN L.P.↓ DEC
-11,350$3.20M
AQR CAPITAL MANAGEMENT LLC↓ DEC
-11,324$5.10M
BARCLAYS PLC↓ DEC
-10,774$953.48K
OSAIC HOLDINGS, INC.↓ DEC
-10,236$3.83K
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC↓ DEC
-9,330$292.78K
CITADEL ADVISORS LLC↓ DEC
-8,155$240.31K
JPMORGAN CHASE & CO↓ DEC
-6,901$415.51K