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 |
|---|---|---|---|---|
PL Capital Advisors, LLCCIK 0001569147 | 1,816,102 | $57.59M | +13,311 | ↑ INC |
BlackRock, Inc.CIK 0002012383 | 1,478,072 | $46.87M | +16,569 | ↑ INC |
DIMENSIONAL FUND ADVISORS LPCIK 0000354204 | 957,667 | $30.37M | +1,761 | ↑ INC |
WELLINGTON MANAGEMENT GROUP LLPCIK 0000902219 | 900,493 | $28.55M | -148,802 | ↓ DEC |
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119 | 835,538 | $26.49M | +835,538 | NEW |
STATE STREET CORPCIK 0000093751 | 579,119 | $18.53M | +71,730 | ↑ INC |
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717 | 568,696 | $18.04M | +86,541 | ↑ INC |
Ategra Capital Management, LLCCIK 0001741369 | 564,100 | $17.89M | -7,975 | ↓ DEC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 349,028 | $11.07M | +348,760 | ↑ INC |
TWO SIGMA INVESTMENTS, LPCIK 0001179392 | 274,740 | $8.71M | +111,213 | ↑ INC |
MORGAN STANLEYCIK 0000895421 | 260,727 | $8.27M | -76,761 | ↓ DEC |
ALLIANCEBERNSTEIN L.P.CIK 0001109448 | 253,226 | $7.89M | +13,100 | ↑ INC |
GOLDMAN SACHS GROUP INCCIK 0000886982 | 245,175 | $7.77M | +30,591 | ↑ INC |
JPMORGAN CHASE & COCIK 0000019617 | 242,921 | $7.54M | -45,156 | ↓ DEC |
Hillsdale Investment Management Inc.CIK 0001368465 | 233,080 | $7.39M | +228,080 | ↑ INC |
VANGUARD PORTFOLIO MANAGEMENT LLCCIK 0002100121 | 212,927 | $6.75M | +212,927 | NEW |
ProShare Advisors LLCCIK 0001357955 | 204,256 | $6.48M | +8,744 | ↑ INC |
UBS Group AGCIK 0001610520 | 203,036 | $6.44M | +176,936 | ↑ INC |
RENAISSANCE TECHNOLOGIES LLCCIK 0001037389 | 202,931 | $6.43M | -68,369 | ↓ DEC |
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLCCIK 0001164833 | 202,302 | $6.41M | -159,150 | ↓ DEC |
BRIDGEWAY CAPITAL MANAGEMENT, LLCCIK 0001107261 | 171,340 | $5.43M | +7,833 | ↑ INC |
NORTHERN TRUST CORPCIK 0000073124 | 165,519 | $5.25M | +5,233 | ↑ INC |
CHARLES SCHWAB INVESTMENT MANAGEMENT INCCIK 0000884546 | 160,181 | $5.08M | -8,565 | ↓ DEC |
AQR CAPITAL MANAGEMENT LLCCIK 0001167557 | 158,010 | $5.01M | +63,433 | ↑ INC |
CANANDAIGUA NATIONAL CORPCIK 0000759458 | 154,881 | $4.91M | -175,742 | ↓ DEC |
| Filer | Δ Shares | Value |
|---|---|---|
VANGUARD CAPITAL MANAGEMENT LLCNEW | +835,538 | $26.49M |
RAYMOND JAMES FINANCIAL INC↑ INC | +348,760 | $11.07M |
Hillsdale Investment Management Inc.↑ INC | +228,080 | $7.39M |
VANGUARD PORTFOLIO MANAGEMENT LLCNEW | +212,927 | $6.75M |
UBS Group AG↑ INC | +176,936 | $6.44M |
ACADIAN ASSET MANAGEMENT LLC↑ INC | +128,568 | $17.58K |
VANGUARD FIDUCIARY TRUST CONEW | +126,348 | $4.01M |
TWO SIGMA INVESTMENTS, LP↑ INC | +111,213 | $8.71M |
GEODE CAPITAL MANAGEMENT, LLC↑ INC | +86,541 | $18.04M |
STATE STREET CORP↑ INC | +71,730 | $18.53M |
| Filer | Δ Shares | Value |
|---|---|---|
COMMONWEALTH EQUITY SERVICES, LLC↓ DEC | -296,573 | $1.87M |
CANANDAIGUA NATIONAL CORP↓ DEC | -175,742 | $4.91M |
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC↓ DEC | -159,150 | $6.41M |
WELLINGTON MANAGEMENT GROUP LLP↓ DEC | -148,802 | $28.55M |
MORGAN STANLEY↓ DEC | -76,761 | $8.27M |
RENAISSANCE TECHNOLOGIES LLC↓ DEC | -68,369 | $6.43M |
Trexquant Investment LP↓ DEC | -58,580 | $1.07M |
JPMORGAN CHASE & CO↓ DEC | -45,156 | $7.54M |
Verition Fund Management LLC↓ DEC | -44,858 | $1.66M |
SEGALL BRYANT & HAMILL, LLC↓ DEC | -28,670 | $1.37M |