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 | 302,448 | $13.09M | +6,087 | ↑ INC |
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119 | 194,703 | $8.43M | +194,703 | NEW |
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717 | 113,144 | $4.90M | -1,118 | ↓ DEC |
FIDELITY D & D BANCORP INCCIK 0001098151 | 99,269 | $4.30M | +965 | ↑ INC |
STATE STREET CORPCIK 0000093751 | 75,530 | $3.27M | +1,000 | ↑ INC |
Siena Capital Partners GP, LLCCIK 0001694886 | 45,276 | $1.96M | +23,913 | ↑ INC |
Creative PlanningCIK 0001540235 | 41,101 | $1.78M | +64 | ↑ INC |
COMMONWEALTH EQUITY SERVICES, LLCCIK 0000312272 | 37,238 | $1.61M | +9,656 | ↑ INC |
LIBERTY SQUARE WEALTH PARTNERS LLCCIK 0002057655 | 36,243 | $1.57M | – | no_change |
GOLDMAN SACHS GROUP INCCIK 0000886982 | 35,806 | $1.55M | +9,065 | ↑ INC |
NORTHERN TRUST CORPCIK 0000073124 | 35,119 | $1.52M | +2,848 | ↑ INC |
Bank of New York Mellon CorpCIK 0001390777 | 29,575 | $1.28M | -5,032 | ↓ DEC |
VANGUARD FIDUCIARY TRUST COCIK 0000933478 | 29,562 | $1.28M | +29,562 | NEW |
Quantinno Capital Management LPCIK 0001759654 | 28,434 | $1.23M | -2,520 | ↓ DEC |
VANGUARD PORTFOLIO MANAGEMENT LLCCIK 0002100121 | 27,507 | $1.19M | +27,507 | NEW |
STIFEL FINANCIAL CORPCIK 0000720672 | 23,842 | $1.03M | +1,000 | ↑ INC |
DIMENSIONAL FUND ADVISORS LPCIK 0000354204 | 19,335 | $837.03K | +2,820 | ↑ INC |
AQR CAPITAL MANAGEMENT LLCCIK 0001167557 | 16,405 | $710.02K | +1,805 | ↑ INC |
CHARLES SCHWAB INVESTMENT MANAGEMENT INCCIK 0000884546 | 12,070 | $522.39K | -1,638 | ↓ DEC |
HSBC HOLDINGS PLCCIK 0000873630 | 11,581 | $505.39K | +3,407 | ↑ INC |
RENAISSANCE TECHNOLOGIES LLCCIK 0001037389 | 11,291 | $488.67K | -100 | ↓ DEC |
Jacobi Capital Management LLCCIK 0001689646 | 11,057 | $478.54K | +1,833 | ↑ INC |
MARTINGALE ASSET MANAGEMENT L PCIK 0000936944 | 10,624 | $459.81K | +3,451 | ↑ INC |
Alliance Wealth Advisors, LLCCIK 0001849724 | 9,870 | $427.17K | +2,299 | ↑ INC |
MERCER GLOBAL ADVISORS INC /ADVCIK 0000853758 | 9,747 | $421.85K | +616 | ↑ INC |
| Filer | Δ Shares | Value |
|---|---|---|
VANGUARD CAPITAL MANAGEMENT LLCNEW | +194,703 | $8.43M |
VANGUARD FIDUCIARY TRUST CONEW | +29,562 | $1.28M |
VANGUARD PORTFOLIO MANAGEMENT LLCNEW | +27,507 | $1.19M |
Siena Capital Partners GP, LLC↑ INC | +23,913 | $1.96M |
COMMONWEALTH EQUITY SERVICES, LLC↑ INC | +9,656 | $1.61M |
GOLDMAN SACHS GROUP INC↑ INC | +9,065 | $1.55M |
BlackRock, Inc.↑ INC | +6,087 | $13.09M |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPNEW | +5,608 | $242.71K |
ACADIAN ASSET MANAGEMENT LLC↑ INC | +5,250 | $361.00 |
Farther Finance Advisors, LLC↑ INC | +3,901 | $169.54K |
| Filer | Δ Shares | Value |
|---|---|---|
CITADEL ADVISORS LLC↓ DEC | -8,109 | $305.99K |
MILLENNIUM MANAGEMENT LLC↓ DEC | -6,930 | $281.19K |
Bank of New York Mellon Corp↓ DEC | -5,032 | $1.28M |
BARCLAYS PLC↓ DEC | -3,716 | $407.91K |
WELLS FARGO & COMPANY/MN↓ DEC | -3,533 | $77.77K |
MORGAN STANLEY↓ DEC | -2,708 | $351.50K |
Quantinno Capital Management LP↓ DEC | -2,520 | $1.23M |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC↓ DEC | -1,638 | $522.39K |
JPMORGAN CHASE & CO↓ DEC | -1,433 | $84.75K |
GEODE CAPITAL MANAGEMENT, LLC↓ DEC | -1,118 | $4.90M |