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 |
|---|---|---|---|---|
HighTower Advisors, LLCCIK 0001462245 | 1,926,867 | $42.16M | -2,612 | ↓ DEC |
DIMENSIONAL FUND ADVISORS LPCIK 0000354204 | 1,136,088 | $24.86M | -891 | ↓ DEC |
BlackRock, Inc.CIK 0002012383 | 1,061,067 | $23.22M | +7,485 | ↑ INC |
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119 | 510,045 | $11.16M | +510,045 | NEW |
STATE STREET CORPCIK 0000093751 | 296,334 | $6.48M | +3,338 | ↑ INC |
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717 | 287,157 | $6.28M | +4,310 | ↑ INC |
SPROTT INC.CIK 0001512920 | 284,340 | $6.22M | – | no_change |
ROYCE & ASSOCIATES LPCIK 0000906304 | 283,892 | $6.21M | +2,393 | ↑ INC |
SCS Capital Management LLCCIK 0001303159 | 205,808 | $4.50M | – | no_change |
TWO SIGMA INVESTMENTS, LPCIK 0001179392 | 181,503 | $3.97M | +96,203 | ↑ INC |
INTREPID CAPITAL MANAGEMENT INCCIK 0001092838 | 176,483 | $3.86M | +3,697 | ↑ INC |
MORGAN STANLEYCIK 0000895421 | 155,280 | $3.40M | +64,503 | ↑ INC |
SALEM INVESTMENT COUNSELORS INCCIK 0000884423 | 114,334 | $2.50M | -400 | ↓ DEC |
Estabrook Capital ManagementCIK 0001344717 | 114,281 | $2.50M | -2,250 | ↓ DEC |
Oppenheimer & Close, LLCCIK 0001591377 | 112,290 | $2.46M | – | no_change |
GOLDMAN SACHS GROUP INCCIK 0000886982 | 111,967 | $2.45M | -43,495 | ↓ DEC |
Qube Research & Technologies LtdCIK 0001729829 | 109,986 | $2.41M | +46,814 | ↑ INC |
THIRD AVENUE MANAGEMENT LLCCIK 0001099281 | 107,160 | $2.34M | -269 | ↓ DEC |
CITIGROUP INCCIK 0000831001 | 104,224 | $2.28M | +103,704 | ↑ INC |
CHARLES SCHWAB INVESTMENT MANAGEMENT INCCIK 0000884546 | 98,325 | $2.15M | -3,324 | ↓ DEC |
NORTHERN TRUST CORPCIK 0000073124 | 93,242 | $2.04M | +3,126 | ↑ INC |
Guardian Wealth Management, Inc.CIK 0001910205 | 93,130 | $2.04M | +66,087 | ↑ INC |
RENAISSANCE TECHNOLOGIES LLCCIK 0001037389 | 89,800 | $1.96M | -9,748 | ↓ DEC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 89,261 | $1.95M | +54,341 | ↑ INC |
HB Wealth Management, LLCCIK 0001911253 | 84,118 | $1.84M | +3,026 | ↑ INC |
| Filer | Δ Shares | Value |
|---|---|---|
VANGUARD CAPITAL MANAGEMENT LLCNEW | +510,045 | $11.16M |
CITIGROUP INC↑ INC | +103,704 | $2.28M |
TWO SIGMA INVESTMENTS, LP↑ INC | +96,203 | $3.97M |
VANGUARD FIDUCIARY TRUST CONEW | +81,855 | $1.79M |
VANGUARD PORTFOLIO MANAGEMENT LLCNEW | +67,096 | $1.47M |
Guardian Wealth Management, Inc.↑ INC | +66,087 | $2.04M |
MORGAN STANLEY↑ INC | +64,503 | $3.40M |
RAYMOND JAMES FINANCIAL INC↑ INC | +54,341 | $1.95M |
Qube Research & Technologies Ltd↑ INC | +46,814 | $2.41M |
Point72 Asset Management, L.P.NEW | +14,380 | $314.63K |
| Filer | Δ Shares | Value |
|---|---|---|
UBS Group AG↓ DEC | -138,151 | $117.01K |
LB Partners LLC↓ DEC | -67,100 | $209.65K |
JANE STREET GROUP, LLC↓ DEC | -45,587 | $252.52K |
GOLDMAN SACHS GROUP INC↓ DEC | -43,495 | $2.45M |
MARSHALL WACE, LLP↓ DEC | -36,912 | $541.31K |
BARCLAYS PLC↓ DEC | -14,395 | $167.58K |
CITADEL ADVISORS LLC↓ DEC | -12,688 | $1.18M |
JPMORGAN CHASE & CO↓ DEC | -11,843 | $165.74K |
WELLS FARGO & COMPANY/MN↓ DEC | -11,431 | $190.18K |
RENAISSANCE TECHNOLOGIES LLC↓ DEC | -9,748 | $1.96M |