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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

Institutions88.3%
Insiders15.3%
Institutions Count223
Institutions 88.3%Insiders 15.3%Float (Other) 0.0%
13F Filers (top 25)25Quarter 2026-03-31
Top-25 Reported Value$777.72MSum of shown holders' market value
Net Position Change10 adds · 10 trimsLargest movers this quarter

Top Holders by Value

25 shown
FilerSharesMarket ValueΔ SharesChange
BlackRock, Inc.CIK 0002012383
6,880,900$190.60M+27,259↑ INC
DIMENSIONAL FUND ADVISORS LPCIK 0000354204
2,873,799$79.60M-1,831↓ DEC
VANGUARD PORTFOLIO MANAGEMENT LLCCIK 0002100121
2,379,723$65.92M+2,379,723NEW
AMERICAN CENTURY COMPANIES INCCIK 0000748054
1,818,651$50.38M+79,813↑ INC
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119
1,612,404$44.66M+1,612,404NEW
STATE STREET CORPCIK 0000093751
1,428,710$39.58M-46,729↓ DEC
BARCLAYS PLCCIK 0000312069
1,089,299$30.17M+371,692↑ INC
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717
989,595$27.42M+22,562↑ INC
CHARLES SCHWAB INVESTMENT MANAGEMENT INCCIK 0000884546
876,980$24.29M-50,702↓ DEC
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPCIK 0001164508
808,011$22.38M-241,347↓ DEC
MORGAN STANLEYCIK 0000895421
768,860$21.30M-17,404↓ DEC
AQR CAPITAL MANAGEMENT LLCCIK 0001167557
757,426$20.98M-14,893↓ DEC
Bragg Financial Advisors, IncCIK 0001327055
735,930$20.39M+3,468↑ INC
GOLDMAN SACHS GROUP INCCIK 0000886982
650,551$18.02M+171,694↑ INC
Invesco Ltd.CIK 0000914208
568,866$15.76M-11,899↓ DEC
Qube Research & Technologies LtdCIK 0001729829
504,504$13.97M+144,152↑ INC
ROYAL BANK OF CANADACIK 0001000275
486,899$13.49M-159,289↓ DEC
NORTHERN TRUST CORPCIK 0000073124
461,608$12.79M+13,155↑ INC
BRIDGEWAY CAPITAL MANAGEMENT, LLCCIK 0001107261
446,146$12.36M-6,547↓ DEC
CITADEL ADVISORS LLCCIK 0001423053
378,946$10.50M+51,781↑ INC
Allianz Asset Management GmbHCIK 0001535323
365,945$10.14M+105,863↑ INC
BALYASNY ASSET MANAGEMENT L.P.CIK 0001218710
356,573$9.88M+84,147↑ INC
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLCCIK 0001164833
304,208$8.43M+49,450↑ INC
Bank of New York Mellon CorpCIK 0001390777
266,471$7.38M-7,555↓ DEC
UBS Group AGCIK 0001610520
265,384$7.35M+95,863↑ INC

Top Adds (Buyers)

FilerΔ SharesValue
VANGUARD PORTFOLIO MANAGEMENT LLCNEW
+2,379,723$65.92M
VANGUARD CAPITAL MANAGEMENT LLCNEW
+1,612,404$44.66M
BARCLAYS PLC↑ INC
+371,692$30.17M
VANGUARD FIDUCIARY TRUST CONEW
+237,182$6.57M
Edgestream Partners, L.P.NEW
+207,810$5.76M
Caption Management, LLC↑ INC
+181,225$6.13M
GOLDMAN SACHS GROUP INC↑ INC
+171,694$18.02M
Qube Research & Technologies Ltd↑ INC
+144,152$13.97M
FRANKLIN RESOURCES INC↑ INC
+110,002$4.95M
Allianz Asset Management GmbH↑ INC
+105,863$10.14M

Top Trims (Sellers)

FilerΔ SharesValue
MARSHALL WACE, LLP↓ DEC
-323,861$4.51M
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP↓ DEC
-241,347$22.38M
ROYAL BANK OF CANADA↓ DEC
-159,289$13.49M
JACOBS LEVY EQUITY MANAGEMENT, INC↓ DEC
-102,201$664.05K
JANE STREET GROUP, LLC↓ DEC
-83,432$1.45M
Trexquant Investment LP↓ DEC
-74,327$1.24M
BANK OF AMERICA CORP /DE/↓ DEC
-63,400$7.25M
ACADIAN ASSET MANAGEMENT LLC↓ DEC
-62,144$139.00
Shellback Capital, LP↓ DEC
-60,000$1.10M
AMERIPRISE FINANCIAL INC↓ DEC
-59,276$4.29M