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 |
|---|---|---|---|---|
DIMENSIONAL FUND ADVISORS LPCIK 0000354204 | 541,693 | $9.60M | +3,297 | ↑ INC |
De Lisle Partners LLPCIK 0002011184 | 419,816 | $7.41M | – | no_change |
RENAISSANCE TECHNOLOGIES LLCCIK 0001037389 | 331,282 | $5.87M | +10,400 | ↑ INC |
BlackRock, Inc.CIK 0002012383 | 328,493 | $5.82M | -4,619 | ↓ DEC |
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119 | 288,482 | $5.11M | +288,482 | NEW |
Mink Brook Asset Management LLCCIK 0002052205 | 162,900 | $2.89M | +11,805 | ↑ INC |
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717 | 159,500 | $2.83M | +682 | ↑ INC |
Truffle Hound Capital, LLCCIK 0001595862 | 150,000 | $2.66M | – | no_change |
BRIDGEWAY CAPITAL MANAGEMENT, LLCCIK 0001107261 | 119,855 | $2.12M | -12,100 | ↓ DEC |
MORGAN STANLEYCIK 0000895421 | 96,790 | $1.72M | -3,676 | ↓ DEC |
STATE STREET CORPCIK 0000093751 | 83,275 | $1.48M | +3,970 | ↑ INC |
Bank of New York Mellon CorpCIK 0001390777 | 59,033 | $1.05M | +1,036 | ↑ INC |
NORTHERN TRUST CORPCIK 0000073124 | 57,159 | $1.01M | +4,018 | ↑ INC |
Callahan Advisors, LLCCIK 0001395055 | 50,530 | $895.39K | +5,758 | ↑ INC |
O'SHAUGHNESSY ASSET MANAGEMENT, LLCCIK 0001423442 | 45,125 | $799.62K | -24,249 | ↓ DEC |
VANGUARD FIDUCIARY TRUST COCIK 0000933478 | 42,550 | $753.99K | +42,550 | NEW |
VANGUARD PORTFOLIO MANAGEMENT LLCCIK 0002100121 | 38,864 | $688.67K | +38,864 | NEW |
RITHOLTZ WEALTH MANAGEMENTCIK 0001698218 | 27,213 | $482.21K | -14,367 | ↓ DEC |
GOLDMAN SACHS GROUP INCCIK 0000886982 | 26,684 | $472.84K | +13,809 | ↑ INC |
Corient Private Wealth LLCCIK 0001948780 | 26,257 | $465.27K | – | no_change |
CITADEL ADVISORS LLCCIK 0001423053 | 25,648 | $454.48K | +13,362 | ↑ INC |
Squarepoint Ops LLCCIK 0001642575 | 18,208 | $322.65K | +7,193 | ↑ INC |
CHARLES SCHWAB INVESTMENT MANAGEMENT INCCIK 0000884546 | 17,085 | $302.75K | -875 | ↓ DEC |
WELLS FARGO & COMPANY/MNCIK 0000072971 | 12,373 | $219.25K | -5,006 | ↓ DEC |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 10,000 | $177.20K | -6,917 | ↓ DEC |
| Filer | Δ Shares | Value |
|---|---|---|
VANGUARD CAPITAL MANAGEMENT LLCNEW | +288,482 | $5.11M |
VANGUARD FIDUCIARY TRUST CONEW | +42,550 | $753.99K |
VANGUARD PORTFOLIO MANAGEMENT LLCNEW | +38,864 | $688.67K |
GOLDMAN SACHS GROUP INC↑ INC | +13,809 | $472.84K |
CITADEL ADVISORS LLC↑ INC | +13,362 | $454.48K |
Mink Brook Asset Management LLC↑ INC | +11,805 | $2.89M |
RENAISSANCE TECHNOLOGIES LLC↑ INC | +10,400 | $5.87M |
UBS Group AG↑ INC | +7,458 | $144.61K |
LOS ANGELES CAPITAL MANAGEMENT LLCNEW | +7,399 | $131.11K |
Squarepoint Ops LLC↑ INC | +7,193 | $322.65K |
| Filer | Δ Shares | Value |
|---|---|---|
O'SHAUGHNESSY ASSET MANAGEMENT, LLC↓ DEC | -24,249 | $799.62K |
LSV ASSET MANAGEMENT↓ DEC | -18,785 | $174.00 |
RITHOLTZ WEALTH MANAGEMENT↓ DEC | -14,367 | $482.21K |
BRIDGEWAY CAPITAL MANAGEMENT, LLC↓ DEC | -12,100 | $2.12M |
BARCLAYS PLC↓ DEC | -8,927 | $73.43K |
BANK OF AMERICA CORP /DE/↓ DEC | -6,917 | $177.20K |
WELLS FARGO & COMPANY/MN↓ DEC | -5,006 | $219.25K |
BlackRock, Inc.↓ DEC | -4,619 | $5.82M |
JPMORGAN CHASE & CO↓ DEC | -4,416 | $99.37K |
MORGAN STANLEY↓ DEC | -3,676 | $1.72M |