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 |
|---|---|---|---|---|
ALLIANCEBERNSTEIN L.P.CIK 0001109448 | 799,876 | $14.35M | +32,470 | ↑ INC |
WASATCH ADVISORS LPCIK 0000814133 | 602,116 | $9.55M | – | no_change |
US BANCORP \DE\CIK 0000036104 | 469,048 | $7.44M | +30,000 | ↑ INC |
BlackRock, Inc.CIK 0002012383 | 456,238 | $7.24M | -61,570 | ↓ DEC |
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119 | 390,853 | $6.20M | +390,853 | NEW |
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717 | 199,970 | $3.17M | -6,591 | ↓ DEC |
DIMENSIONAL FUND ADVISORS LPCIK 0000354204 | 113,484 | $1.80M | +2,841 | ↑ INC |
STATE STREET CORPCIK 0000093751 | 87,808 | $1.39M | +1,660 | ↑ INC |
BRIDGEWAY CAPITAL MANAGEMENT, LLCCIK 0001107261 | 83,889 | $1.33M | -5,000 | ↓ DEC |
NORTHERN TRUST CORPCIK 0000073124 | 67,878 | $1.08M | +2,288 | ↑ INC |
VANGUARD FIDUCIARY TRUST COCIK 0000933478 | 59,100 | $937.33K | +59,100 | NEW |
VANGUARD PORTFOLIO MANAGEMENT LLCCIK 0002100121 | 54,563 | $865.37K | +54,563 | NEW |
EMERALD MUTUAL FUND ADVISERS TRUSTCIK 0001352895 | 54,364 | $862.21K | – | no_change |
SMITH, MOORE & CO.CIK 0000200724 | 38,000 | $602.68K | – | no_change |
GOLDMAN SACHS GROUP INCCIK 0000886982 | 37,243 | $590.67K | -3,322 | ↓ DEC |
RENAISSANCE TECHNOLOGIES LLCCIK 0001037389 | 28,026 | $444.49K | +4,026 | ↑ INC |
Tempus Wealth Planning, LLCCIK 0001806428 | 28,022 | $444.43K | – | no_change |
CHARLES SCHWAB INVESTMENT MANAGEMENT INCCIK 0000884546 | 24,649 | $390.93K | -2,769 | ↓ DEC |
EP Wealth Advisors, LLCCIK 0001540569 | 23,799 | $377.45K | +13,084 | ↑ INC |
Bank of New York Mellon CorpCIK 0001390777 | 19,273 | $305.67K | -1,144 | ↓ DEC |
NORDEN GROUP LLCCIK 0001990699 | 16,921 | $268.37K | – | no_change |
STEPHENS INC /AR/CIK 0000757657 | 16,129 | $255.81K | – | no_change |
LPL Financial LLCCIK 0001403438 | 15,115 | $239.72K | +2,460 | ↑ INC |
GLOBEFLEX CAPITAL L PCIK 0000921531 | 13,337 | $211.53K | +9,936 | ↑ INC |
Arcus Capital Partners, LLCCIK 0001651960 | 13,074 | $207.35K | +2,900 | ↑ INC |
| Filer | Δ Shares | Value |
|---|---|---|
VANGUARD CAPITAL MANAGEMENT LLCNEW | +390,853 | $6.20M |
VANGUARD FIDUCIARY TRUST CONEW | +59,100 | $937.33K |
VANGUARD PORTFOLIO MANAGEMENT LLCNEW | +54,563 | $865.37K |
ALLIANCEBERNSTEIN L.P.↑ INC | +32,470 | $14.35M |
US BANCORP \DE\↑ INC | +30,000 | $7.44M |
EP Wealth Advisors, LLC↑ INC | +13,084 | $377.45K |
GLOBEFLEX CAPITAL L P↑ INC | +9,936 | $211.53K |
LOS ANGELES CAPITAL MANAGEMENT LLC↑ INC | +6,189 | $112.50K |
Vanguard Global Advisers, LLCNEW | +4,152 | $65.85K |
RENAISSANCE TECHNOLOGIES LLC↑ INC | +4,026 | $444.49K |
| Filer | Δ Shares | Value |
|---|---|---|
BlackRock, Inc.↓ DEC | -61,570 | $7.24M |
BARCLAYS PLC↓ DEC | -9,556 | $80.54K |
WELLS FARGO & COMPANY/MN↓ DEC | -6,849 | $54.46K |
GEODE CAPITAL MANAGEMENT, LLC↓ DEC | -6,591 | $3.17M |
MORGAN STANLEY↓ DEC | -6,536 | $65.30K |
BRIDGEWAY CAPITAL MANAGEMENT, LLC↓ DEC | -5,000 | $1.33M |
GOLDMAN SACHS GROUP INC↓ DEC | -3,322 | $590.67K |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC↓ DEC | -2,769 | $390.93K |
UBS Group AG↓ DEC | -1,231 | $24.33K |
Bank of New York Mellon Corp↓ DEC | -1,144 | $305.67K |