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 | 174,008 | $8.64M | +1,444 | ↑ INC |
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119 | 149,423 | $7.42M | +149,423 | NEW |
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717 | 80,508 | $4.00M | +2,970 | ↑ INC |
Siena Capital Partners GP, LLCCIK 0001694886 | 65,421 | $3.25M | -1,138 | ↓ DEC |
STATE STREET CORPCIK 0000093751 | 46,360 | $2.30M | +900 | ↑ INC |
Farther Finance Advisors, LLCCIK 0001992825 | 38,398 | $1.92M | -10,782 | ↓ DEC |
BRIDGEWAY CAPITAL MANAGEMENT, LLCCIK 0001107261 | 35,887 | $1.78M | +1,164 | ↑ INC |
HighTower Advisors, LLCCIK 0001462245 | 28,128 | $1.40M | +4 | ↑ INC |
DIMENSIONAL FUND ADVISORS LPCIK 0000354204 | 24,849 | $1.23M | +738 | ↑ INC |
NORTHERN TRUST CORPCIK 0000073124 | 23,924 | $1.19M | +905 | ↑ INC |
VANGUARD FIDUCIARY TRUST COCIK 0000933478 | 20,625 | $1.02M | +20,625 | NEW |
VANGUARD PORTFOLIO MANAGEMENT LLCCIK 0002100121 | 18,835 | $934.78K | +18,835 | NEW |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 13,022 | $646.26K | +1,685 | ↑ INC |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPCIK 0001164508 | 11,619 | $576.65K | – | no_change |
Mariner, LLCCIK 0001373442 | 11,445 | $568.02K | +65 | ↑ INC |
GOLDMAN SACHS GROUP INCCIK 0000886982 | 11,437 | $567.62K | +4,844 | ↑ INC |
UBS Group AGCIK 0001610520 | 10,007 | $496.65K | -8,643 | ↓ DEC |
MORGAN STANLEYCIK 0000895421 | 8,646 | $429.10K | -1,915 | ↓ DEC |
CHARLES SCHWAB INVESTMENT MANAGEMENT INCCIK 0000884546 | 8,238 | $408.85K | -1,023 | ↓ DEC |
STIFEL FINANCIAL CORPCIK 0000720672 | 8,153 | $404.63K | – | no_change |
Bank of New York Mellon CorpCIK 0001390777 | 7,469 | $370.70K | -61 | ↓ DEC |
BARLOW WEALTH PARTNERS, LLCCIK 0001999928 | 5,330 | $290.50K | +26 | ↑ INC |
PNC FINANCIAL SERVICES GROUP, INC.CIK 0000713676 | 5,809 | $288.30K | – | no_change |
Forvis Mazars Wealth Advisors, LLCCIK 0001352864 | 5,532 | $274.55K | – | no_change |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 5,035 | $249.89K | +841 | ↑ INC |
| Filer | Δ Shares | Value |
|---|---|---|
VANGUARD CAPITAL MANAGEMENT LLCNEW | +149,423 | $7.42M |
VANGUARD FIDUCIARY TRUST CONEW | +20,625 | $1.02M |
VANGUARD PORTFOLIO MANAGEMENT LLCNEW | +18,835 | $934.78K |
GOLDMAN SACHS GROUP INC↑ INC | +4,844 | $567.62K |
GEODE CAPITAL MANAGEMENT, LLC↑ INC | +2,970 | $4.00M |
RAYMOND JAMES FINANCIAL INC↑ INC | +1,685 | $646.26K |
BlackRock, Inc.↑ INC | +1,444 | $8.64M |
Vanguard Global Advisers, LLCNEW | +1,270 | $63.03K |
BRIDGEWAY CAPITAL MANAGEMENT, LLC↑ INC | +1,164 | $1.78M |
NORTHERN TRUST CORP↑ INC | +905 | $1.19M |
| Filer | Δ Shares | Value |
|---|---|---|
Farther Finance Advisors, LLC↓ DEC | -10,782 | $1.92M |
UBS Group AG↓ DEC | -8,643 | $496.65K |
BARCLAYS PLC↓ DEC | -4,050 | $192.86K |
WELLS FARGO & COMPANY/MN↓ DEC | -2,427 | $61.16K |
MORGAN STANLEY↓ DEC | -1,915 | $429.10K |
Siena Capital Partners GP, LLC↓ DEC | -1,138 | $3.25M |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC↓ DEC | -1,023 | $408.85K |
JPMORGAN CHASE & CO↓ DEC | -619 | $69.56K |
RENAISSANCE TECHNOLOGIES LLC↓ DEC | -200 | $238.22K |
Sterling Capital Management LLC↓ DEC | -80 | $5.36K |