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 | 415,637 | $439.44M | +2,415 | ↑ INC |
Madison Avenue Partners, LPCIK 0001801265 | 245,829 | $259.91M | – | no_change |
DIMENSIONAL FUND ADVISORS LPCIK 0000354204 | 235,043 | $248.50M | -2,574 | ↓ DEC |
VANGUARD PORTFOLIO MANAGEMENT LLCCIK 0002100121 | 173,937 | $183.90M | +173,937 | NEW |
Wallace Capital Management Inc.CIK 0001459754 | 155,071 | $163.95M | -1,997 | ↓ DEC |
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119 | 145,630 | $153.97M | +145,630 | NEW |
STATE STREET CORPCIK 0000093751 | 124,555 | $131.69M | -2,387 | ↓ DEC |
FIRST TRUST ADVISORS LPCIK 0001125816 | 92,505 | $97.80M | +7,582 | ↑ INC |
AQR CAPITAL MANAGEMENT LLCCIK 0001167557 | 92,241 | $97.52M | +6,158 | ↑ INC |
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717 | 87,767 | $92.81M | +598 | ↑ INC |
CHARLES SCHWAB INVESTMENT MANAGEMENT INCCIK 0000884546 | 44,148 | $46.68M | -1,583 | ↓ DEC |
NORTHERN TRUST CORPCIK 0000073124 | 40,824 | $43.16M | +1,296 | ↑ INC |
SOUTHEASTERN ASSET MANAGEMENT INC/TN/CIK 0000807985 | 37,760 | $39.92M | +2,039 | ↑ INC |
MORGAN STANLEYCIK 0000895421 | 36,542 | $38.64M | +6,703 | ↑ INC |
GOLDMAN SACHS GROUP INCCIK 0000886982 | 31,202 | $32.99M | -4,678 | ↓ DEC |
Bank of New York Mellon CorpCIK 0001390777 | 29,469 | $31.16M | -13,991 | ↓ DEC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 29,270 | $30.95M | +115 | ↑ INC |
JPMORGAN CHASE & COCIK 0000019617 | 25,777 | $27.06M | -1,396 | ↓ DEC |
Invesco Ltd.CIK 0000914208 | 25,438 | $26.89M | +921 | ↑ INC |
LONDON CO OF VIRGINIACIK 0001259887 | 24,079 | $25.46M | -884 | ↓ DEC |
FRANKLIN RESOURCES INCCIK 0000038777 | 22,395 | $23.68M | +8,975 | ↑ INC |
VANGUARD FIDUCIARY TRUST COCIK 0000933478 | 21,752 | $23.00M | +21,752 | NEW |
Allspring Global Investments Holdings, LLCCIK 0001890906 | 15,804 | $16.77M | +4,769 | ↑ INC |
GAMCO INVESTORS, INC. ET ALCIK 0000807249 | 13,474 | $14.25M | -75 | ↓ DEC |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 13,290 | $14.05M | +1,315 | ↑ INC |
| Filer | Δ Shares | Value |
|---|---|---|
VANGUARD PORTFOLIO MANAGEMENT LLCNEW | +173,937 | $183.90M |
VANGUARD CAPITAL MANAGEMENT LLCNEW | +145,630 | $153.97M |
VANGUARD FIDUCIARY TRUST CONEW | +21,752 | $23.00M |
FRANKLIN RESOURCES INC↑ INC | +8,975 | $23.68M |
RENAISSANCE TECHNOLOGIES LLC↑ INC | +7,957 | $9.94M |
FIRST TRUST ADVISORS LP↑ INC | +7,582 | $97.80M |
MORGAN STANLEY↑ INC | +6,703 | $38.64M |
AQR CAPITAL MANAGEMENT LLC↑ INC | +6,158 | $97.52M |
DEUTSCHE BANK AG\↑ INC | +6,080 | $9.32M |
CITADEL ADVISORS LLC↑ INC | +5,624 | $9.50M |
| Filer | Δ Shares | Value |
|---|---|---|
Bank of New York Mellon Corp↓ DEC | -13,991 | $31.16M |
UBS Group AG↓ DEC | -6,129 | $5.47M |
BARCLAYS PLC↓ DEC | -6,108 | $4.66M |
MILLENNIUM MANAGEMENT LLC↓ DEC | -5,500 | $9.51M |
GOLDMAN SACHS GROUP INC↓ DEC | -4,678 | $32.99M |
INTECH INVESTMENT MANAGEMENT LLC↓ DEC | -2,698 | $1.07M |
DIMENSIONAL FUND ADVISORS LP↓ DEC | -2,574 | $248.50M |
STATE STREET CORP↓ DEC | -2,387 | $131.69M |
WELLS FARGO & COMPANY/MN↓ DEC | -2,335 | $1.68M |
THOMPSON SIEGEL & WALMSLEY LLC↓ DEC | -2,330 | $12.80K |