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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

Institutions76.9%
Insiders8.4%
Institutions Count178
Institutions 76.9%Insiders 8.4%Float (Other) 14.6%
13F Filers (top 25)25Quarter 2026-03-31
Top-25 Reported Value$530.51MSum of shown holders' market value
Net Position Change10 adds · 10 trimsLargest movers this quarter

Top Holders by Value

25 shown
FilerSharesMarket ValueΔ SharesChange
BRANDES INVESTMENT PARTNERS, LPCIK 0001015079
1,170,981$92.41M-76,052↓ DEC
BlackRock, Inc.CIK 0002012383
766,677$60.51M-10,376↓ DEC
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119
453,812$35.81M+453,812NEW
ROYCE & ASSOCIATES LPCIK 0000906304
448,758$35.42M-23,449↓ DEC
DRIEHAUS CAPITAL MANAGEMENT LLCCIK 0000938206
342,908$27.06M-12,004↓ DEC
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLCCIK 0001644956
314,301$24.80M+16,281↑ INC
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717
248,176$19.59M+6,221↑ INC
RENAISSANCE TECHNOLOGIES LLCCIK 0001037389
247,368$19.52M-21,000↓ DEC
GAMCO INVESTORS, INC. ET ALCIK 0000807249
243,907$19.25M-9,950↓ DEC
MORGAN STANLEYCIK 0000895421
242,833$19.16M-569↓ DEC
DIMENSIONAL FUND ADVISORS LPCIK 0000354204
224,976$17.75M-5,875↓ DEC
First Eagle Investment Management, LLCCIK 0001325447
215,513$17.01M-64,660↓ DEC
ROYAL BANK OF CANADACIK 0001000275
214,119$16.90M-31,506↓ DEC
STATE STREET CORPCIK 0000093751
213,868$16.88M-5,580↓ DEC
AGMAN CAPITAL LLCCIK 0002107832
201,839$15.93M-17,355↓ DEC
CAPTRUST FINANCIAL ADVISORSCIK 0001512024
153,699$12.13M+153,636↑ INC
AMERICAN CENTURY COMPANIES INCCIK 0000748054
131,354$10.37M-51,700↓ DEC
ESSEX INVESTMENT MANAGEMENT CO LLCCIK 0000201772
128,294$10.12M-12,397↓ DEC
Catawba River CapitalCIK 0001843303
117,716$9.64M+117,716NEW
VANGUARD PORTFOLIO MANAGEMENT LLCCIK 0002100121
116,184$9.17M+116,184NEW
KENNEDY CAPITAL MANAGEMENT LLCCIK 0000884589
109,555$8.65M+1,992↑ INC
DIAMOND HILL CAPITAL MANAGEMENT INCCIK 0001217541
108,900$8.59M-40,522↓ DEC
Portolan Capital Management, LLCCIK 0001350290
103,556$8.17M+103,556NEW
EXCHANGE TRADED CONCEPTS, LLCCIK 0001457320
100,754$7.95M-33,726↓ DEC
UBS Group AGCIK 0001610520
97,712$7.71M+44,544↑ INC

Top Adds (Buyers)

FilerΔ SharesValue
VANGUARD CAPITAL MANAGEMENT LLCNEW
+453,812$35.81M
CAPTRUST FINANCIAL ADVISORS↑ INC
+153,636$12.13M
Catawba River CapitalNEW
+117,716$9.64M
VANGUARD PORTFOLIO MANAGEMENT LLCNEW
+116,184$9.17M
Portolan Capital Management, LLCNEW
+103,556$8.17M
VANGUARD FIDUCIARY TRUST CONEW
+72,621$5.73M
CenterBook Partners LPNEW
+44,876$3.54M
UBS Group AG↑ INC
+44,544$7.71M
MIRABELLA FINANCIAL SERVICES LLPNEW
+39,159$3.09M
TRUIST FINANCIAL CORPNEW
+38,174$3.10M

Top Trims (Sellers)

FilerΔ SharesValue
Auto-Owners Insurance Co↓ DEC
-695,530$868.12K
Invesco Ltd.↓ DEC
-84,497$4.06M
BRANDES INVESTMENT PARTNERS, LP↓ DEC
-76,052$92.41M
First Eagle Investment Management, LLC↓ DEC
-64,660$17.01M
AMERICAN CENTURY COMPANIES INC↓ DEC
-51,700$10.37M
North Star Investment Management Corp.↓ DEC
-48,600$3.95K
DIAMOND HILL CAPITAL MANAGEMENT INC↓ DEC
-40,522$8.59M
PANAGORA ASSET MANAGEMENT INC↓ DEC
-36,319$1.99M
EXCHANGE TRADED CONCEPTS, LLC↓ DEC
-33,726$7.95M
ROYAL BANK OF CANADA↓ DEC
-31,506$16.90M