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 |
|---|---|---|---|---|
RENAISSANCE TECHNOLOGIES LLCCIK 0001037389 | 340,945 | $1.84M | +7,751 | ↑ INC |
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119 | 278,155 | $1.50M | +278,155 | NEW |
DIMENSIONAL FUND ADVISORS LPCIK 0000354204 | 92,280 | $498.36K | +5,450 | ↑ INC |
North Star Investment Management Corp.CIK 0001342857 | 90,000 | $486.05K | +90,000 | NEW |
Beartown Capital Management, LLCCIK 0001877162 | 74,754 | $403.71K | – | no_change |
Regal Investment Advisors LLCCIK 0001559789 | 43,185 | $233.22K | +8,225 | ↑ INC |
CITADEL ADVISORS LLCCIK 0001423053 | 37,237 | $201.10K | +2,412 | ↑ INC |
ESSEX INVESTMENT MANAGEMENT CO LLCCIK 0000201772 | 26,252 | $141.77K | – | no_change |
Crestwood Advisors Group, LLCCIK 0001426853 | 25,181 | $135.99K | +25,181 | NEW |
Quantinno Capital Management LPCIK 0001759654 | 25,181 | $135.99K | +25,181 | NEW |
O'SHAUGHNESSY ASSET MANAGEMENT, LLCCIK 0001423442 | 21,488 | $116.05K | -38,036 | ↓ DEC |
BlackRock, Inc.CIK 0002012383 | 19,780 | $106.82K | +1,586 | ↑ INC |
Rothschild Wealth LLCCIK 0001811345 | 18,700 | $100.99K | -89,500 | ↓ DEC |
JAMES INVESTMENT RESEARCH, INC.CIK 0000810384 | 18,300 | $98.83K | – | no_change |
Strait & Sound Wealth Management LLCCIK 0001966210 | 14,228 | $76.84K | +2,500 | ↑ INC |
RITHOLTZ WEALTH MANAGEMENTCIK 0001698218 | 13,885 | $74.99K | -27,997 | ↓ DEC |
XTX Topco LtdCIK 0001828301 | 13,160 | $71.07K | +1,549 | ↑ INC |
TWO SIGMA INVESTMENTS, LPCIK 0001179392 | 11,100 | $59.95K | -1,978 | ↓ DEC |
VANGUARD FIDUCIARY TRUST COCIK 0000933478 | 6,714 | $36.26K | +6,714 | NEW |
Founders Capital ManagementCIK 0001704300 | 6,000 | $32.40K | +1,000 | ↑ INC |
Federation des caisses Desjardins du QuebecCIK 0002022297 | 2,525 | $12.73K | – | no_change |
MORGAN STANLEYCIK 0000895421 | 1,500 | $8.10K | +1,500 | NEW |
Tower Research Capital LLC (TRC)CIK 0001533421 | 803 | $4.34K | +381 | ↑ INC |
JPMORGAN CHASE & COCIK 0000019617 | 779 | $4.14K | +761 | ↑ INC |
1 NORTH WEALTH SERVICES LLCCIK 0001641761 | 700 | $3.78K | – | no_change |
| Filer | Δ Shares | Value |
|---|---|---|
VANGUARD CAPITAL MANAGEMENT LLCNEW | +278,155 | $1.50M |
North Star Investment Management Corp.NEW | +90,000 | $486.05K |
Quantinno Capital Management LPNEW | +25,181 | $135.99K |
Crestwood Advisors Group, LLCNEW | +25,181 | $135.99K |
Regal Investment Advisors LLC↑ INC | +8,225 | $233.22K |
RENAISSANCE TECHNOLOGIES LLC↑ INC | +7,751 | $1.84M |
VANGUARD FIDUCIARY TRUST CONEW | +6,714 | $36.26K |
DIMENSIONAL FUND ADVISORS LP↑ INC | +5,450 | $498.36K |
Strait & Sound Wealth Management LLC↑ INC | +2,500 | $76.84K |
CITADEL ADVISORS LLC↑ INC | +2,412 | $201.10K |
| Filer | Δ Shares | Value |
|---|---|---|
Rothschild Wealth LLC↓ DEC | -89,500 | $100.99K |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC↓ DEC | -38,036 | $116.05K |
RITHOLTZ WEALTH MANAGEMENT↓ DEC | -27,997 | $74.99K |
TWO SIGMA INVESTMENTS, LP↓ DEC | -1,978 | $59.95K |