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 |
|---|---|---|---|---|
BlackRock, Inc.CIK 0002012383 | 617,322 | $16.52M | -3,973 | ↓ DEC |
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119 | 412,953 | $11.05M | +412,953 | NEW |
Arista Wealth Management, LLCCIK 0001964758 | 295,296 | $7.90M | – | no_change |
CHAPIN DAVIS, INC.CIK 0000872098 | 232,375 | $6.22M | +13,025 | ↑ INC |
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717 | 220,637 | $5.91M | +5,695 | ↑ INC |
Cannell & Spears LLCCIK 0001426319 | 202,125 | $5.41M | – | no_change |
STATE STREET CORPCIK 0000093751 | 194,038 | $5.19M | +3,490 | ↑ INC |
RVW Wealth, LLCCIK 0001756543 | 158,854 | $4.25M | +119,000 | ↑ INC |
KENNEDY CAPITAL MANAGEMENT LLCCIK 0000884589 | 152,876 | $4.09M | +26,367 | ↑ INC |
EMERALD MUTUAL FUND ADVISERS TRUSTCIK 0001352895 | 118,000 | $3.16M | +19,311 | ↑ INC |
Quantinno Capital Management LPCIK 0001759654 | 77,963 | $2.09M | – | no_change |
CHARLES SCHWAB INVESTMENT MANAGEMENT INCCIK 0000884546 | 75,000 | $2.01M | -2,158 | ↓ DEC |
HighTower Advisors, LLCCIK 0001462245 | 70,224 | $1.88M | -20,427 | ↓ DEC |
NORTHERN TRUST CORPCIK 0000073124 | 65,961 | $1.77M | +2,934 | ↑ INC |
VANGUARD FIDUCIARY TRUST COCIK 0000933478 | 61,257 | $1.64M | +61,257 | NEW |
CITADEL ADVISORS LLCCIK 0001423053 | 61,168 | $1.64M | +37,124 | ↑ INC |
UBS Group AGCIK 0001610520 | 58,442 | $1.56M | +48,357 | ↑ INC |
VANGUARD PORTFOLIO MANAGEMENT LLCCIK 0002100121 | 51,959 | $1.39M | +51,959 | NEW |
MILLENNIUM MANAGEMENT LLCCIK 0001273087 | 45,671 | $1.22M | +36,338 | ↑ INC |
Pacific Ridge Capital Partners, LLCCIK 0001591546 | 40,210 | $1.08M | +11,874 | ↑ INC |
T3 Companies, LLCCIK 0002052441 | 34,200 | $915.19K | +8,000 | ↑ INC |
Numerai GP LLCCIK 0001668527 | 29,281 | $783.56K | +29,281 | NEW |
EMERALD ADVISERS, LLCCIK 0001015083 | 29,227 | $782.12K | +20,185 | ↑ INC |
FIRST SABREPOINT CAPITAL MANAGEMENT LPCIK 0001731530 | 28,302 | $757.36K | -81,698 | ↓ DEC |
GOLDMAN SACHS GROUP INCCIK 0000886982 | 27,819 | $744.44K | +7,274 | ↑ INC |
| Filer | Δ Shares | Value |
|---|---|---|
VANGUARD CAPITAL MANAGEMENT LLCNEW | +412,953 | $11.05M |
RVW Wealth, LLC↑ INC | +119,000 | $4.25M |
VANGUARD FIDUCIARY TRUST CONEW | +61,257 | $1.64M |
VANGUARD PORTFOLIO MANAGEMENT LLCNEW | +51,959 | $1.39M |
UBS Group AG↑ INC | +48,357 | $1.56M |
CITADEL ADVISORS LLC↑ INC | +37,124 | $1.64M |
MILLENNIUM MANAGEMENT LLC↑ INC | +36,338 | $1.22M |
Numerai GP LLCNEW | +29,281 | $783.56K |
KENNEDY CAPITAL MANAGEMENT LLC↑ INC | +26,367 | $4.09M |
EMERALD ADVISERS, LLC↑ INC | +20,185 | $782.12K |
| Filer | Δ Shares | Value |
|---|---|---|
FIRST SABREPOINT CAPITAL MANAGEMENT LP↓ DEC | -81,698 | $757.36K |
HighTower Advisors, LLC↓ DEC | -20,427 | $1.88M |
BARCLAYS PLC↓ DEC | -12,093 | $51.81K |
BANK OF AMERICA CORP /DE/↓ DEC | -5,566 | $228.99K |
BlackRock, Inc.↓ DEC | -3,973 | $16.52M |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC↓ DEC | -2,158 | $2.01M |
CORSAIR CAPITAL MANAGEMENT, L.P.↓ DEC | -2,000 | $362.01K |
MORGAN STANLEY↓ DEC | -1,540 | $260.16K |
Destiny Wealth Partners, LLC↓ DEC | -900 | $251.14K |
RHUMBLINE ADVISERS↓ DEC | -637 | $174.87K |