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Institutional Holders · 13F

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.

Ownership

Institutions40.3%
Insiders14.9%
Institutions Count128
Institutions 40.3%Insiders 14.9%Float (Other) 44.8%
13F Filers (top 25)25Quarter 2026-03-31
Top-25 Reported Value$342.73MSum of shown holders' market value
Net Position Change10 adds · 10 trimsLargest movers this quarter

Top Holders by Value

25 shown
FilerSharesMarket ValueΔ SharesChange
WELLINGTON MANAGEMENT GROUP LLPCIK 0000902219
2,880,385$105.02M–no_change
BlackRock, Inc.CIK 0002012383
887,232$32.35M+21,383↑ INC
Stelac Advisory Services LLCCIK 0001519676
623,704$22.74M+623,704NEW
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119
615,062$22.43M+615,062NEW
STATE STREET CORPCIK 0000093751
529,957$19.32M+70,946↑ INC
MIRABELLA FINANCIAL SERVICES LLPCIK 0001538853
459,401$16.75M+293,326↑ INC
DIMENSIONAL FUND ADVISORS LPCIK 0000354204
398,362$14.52M+114,339↑ INC
TWO SIGMA INVESTMENTS, LPCIK 0001179392
313,844$11.44M+113,173↑ INC
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717
309,967$11.11M+10,977↑ INC
ALLIANCEBERNSTEIN L.P.CIK 0001109448
256,046$9.64M-152,138↓ DEC
GOLDMAN SACHS GROUP INCCIK 0000886982
215,130$7.84M+48,720↑ INC
BRIDGEWAY CAPITAL MANAGEMENT, LLCCIK 0001107261
183,804$6.70M+29,142↑ INC
AMERICAN CENTURY COMPANIES INCCIK 0000748054
169,281$6.17M+51,906↑ INC
BANC FUNDS CO LLCCIK 0001029311
168,489$6.14M–no_change
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLCCIK 0001164833
167,518$6.11M-5,140↓ DEC
CITADEL ADVISORS LLCCIK 0001423053
160,712$5.86M+17,714↑ INC
AMERIPRISE FINANCIAL INCCIK 0000820027
153,732$5.61M-4,013↓ DEC
SALZHAUER MICHAELCIK 0001059543
140,960$5.14M–no_change
MENDON CAPITAL ADVISORS CORPCIK 0001177043
136,325$4.97M-4,190↓ DEC
Curi Capital, LLCCIK 0001332905
121,325$4.42M-12,400↓ DEC
NORTHERN TRUST CORPCIK 0000073124
109,882$4.01M+14,559↑ INC
MORGAN STANLEYCIK 0000895421
106,895$3.90M+11,585↑ INC
BANK OF AMERICA CORP /DE/CIK 0000070858
99,637$3.63M+36,964↑ INC
VANGUARD PORTFOLIO MANAGEMENT LLCCIK 0002100121
96,831$3.53M+96,831NEW
CHARLES SCHWAB INVESTMENT MANAGEMENT INCCIK 0000884546
92,756$3.38M-4,254↓ DEC

Top Adds (Buyers)

FilerΔ SharesValue
Stelac Advisory Services LLCNEW
+623,704$22.74M
VANGUARD CAPITAL MANAGEMENT LLCNEW
+615,062$22.43M
MIRABELLA FINANCIAL SERVICES LLP↑ INC
+293,326$16.75M
PRICE T ROWE ASSOCIATES INC /MD/↑ INC
+143,744$5.51K
DIMENSIONAL FUND ADVISORS LP↑ INC
+114,339$14.52M
TWO SIGMA INVESTMENTS, LP↑ INC
+113,173$11.44M
VANGUARD PORTFOLIO MANAGEMENT LLCNEW
+96,831$3.53M
VANGUARD FIDUCIARY TRUST CONEW
+71,300$2.60M
STATE STREET CORP↑ INC
+70,946$19.32M
BARCLAYS PLC↑ INC
+62,887$3.33M

Top Trims (Sellers)

FilerΔ SharesValue
ALLIANCEBERNSTEIN L.P.↓ DEC
-152,138$9.64M
BALYASNY ASSET MANAGEMENT L.P.↓ DEC
-75,639$1.27M
AQR CAPITAL MANAGEMENT LLC↓ DEC
-13,746$1.60M
HRT FINANCIAL LP↓ DEC
-13,182$379.00
MALTESE CAPITAL MANAGEMENT LLC↓ DEC
-13,054$2.26M
Curi Capital, LLC↓ DEC
-12,400$4.42M
HSBC HOLDINGS PLC↓ DEC
-10,703$276.06K
MILLENNIUM MANAGEMENT LLC↓ DEC
-7,433$2.63M
Voleon Capital Management LP↓ DEC
-5,323$209.28K
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC↓ DEC
-5,140$6.11M