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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

Institutions60.4%
Insiders2.0%
Institutions Count209
Institutions 60.4%Insiders 2.0%Float (Other) 37.7%
13F Filers (top 25)25Quarter 2026-03-31
Top-25 Reported Value$725.73MSum 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
1,501,921$93.31M-10,553↓ DEC
DIMENSIONAL FUND ADVISORS LPCIK 0000354204
1,277,005$79.34M-37,572↓ DEC
VANGUARD PORTFOLIO MANAGEMENT LLCCIK 0002100121
1,070,560$66.51M+1,070,560NEW
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119
917,688$57.02M+917,688NEW
GABELLI FUNDS LLCCIK 0001081407
768,226$47.73M-5,274↓ DEC
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.CIK 0001705339
703,347$43.70M-69,243↓ DEC
GAMCO INVESTORS, INC. ET ALCIK 0000807249
582,470$36.19M-17,050↓ DEC
FIRST TRUST ADVISORS LPCIK 0001125816
524,400$32.58M+401,340↑ INC
STATE STREET CORPCIK 0000093751
499,022$31.00M-18,366↓ DEC
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717
498,462$30.97M+11,319↑ INC
KING LUTHER CAPITAL MANAGEMENT CORPCIK 0000310051
395,100$24.55M–no_change
Legal & General Group PlcCIK 0000764068
340,618$21.10M+104,158↑ INC
GRACE & WHITE INC /NYCIK 0000903064
321,626$19.98M-12,831↓ DEC
BANK OF AMERICA CORP /DE/CIK 0000070858
302,230$18.78M+276,101↑ INC
Mechanics Financial CorpCIK 0001821336
1,007,456$18.19M–no_change
GOLDMAN SACHS GROUP INCCIK 0000886982
227,314$14.12M-24,338↓ DEC
NORTHERN TRUST CORPCIK 0000073124
197,821$12.29M+4,484↑ INC
CHARLES SCHWAB INVESTMENT MANAGEMENT INCCIK 0000884546
173,896$10.80M-1,940↓ DEC
Bank of New York Mellon CorpCIK 0001390777
172,159$10.70M-656↓ DEC
PRENTISS SMITH & CO INCCIK 0001134687
170,715$10.61M–no_change
WELLS FARGO & COMPANY/MNCIK 0000072971
167,832$10.43M+31,431↑ INC
VANGUARD FIDUCIARY TRUST COCIK 0000933478
146,513$9.10M+146,513NEW
UBS Group AGCIK 0001610520
143,552$8.92M+82,199↑ INC
KEYBANK NATIONAL ASSOCIATION/OHCIK 0001089877
143,438$8.91M-225↓ DEC
MORGAN STANLEYCIK 0000895421
143,024$8.89M-12,969↓ DEC

Top Adds (Buyers)

FilerΔ SharesValue
VANGUARD PORTFOLIO MANAGEMENT LLCNEW
+1,070,560$66.51M
VANGUARD CAPITAL MANAGEMENT LLCNEW
+917,688$57.02M
FIRST TRUST ADVISORS LP↑ INC
+401,340$32.58M
BANK OF AMERICA CORP /DE/↑ INC
+276,101$18.78M
VANGUARD FIDUCIARY TRUST CONEW
+146,513$9.10M
KENNEDY CAPITAL MANAGEMENT LLCNEW
+119,372$7.42M
Legal & General Group Plc↑ INC
+104,158$21.10M
EARNEST PARTNERS LLCNEW
+103,266$6.42M
UBS Group AG↑ INC
+82,199$8.92M
ENVESTNET ASSET MANAGEMENT INCNEW
+79,448$4.94M

Top Trims (Sellers)

FilerΔ SharesValue
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.↓ DEC
-69,243$43.70M
KBC Group NV↓ DEC
-63,992$17.23K
MILLENNIUM MANAGEMENT LLC↓ DEC
-60,463$1.93M
DIMENSIONAL FUND ADVISORS LP↓ DEC
-37,572$79.34M
RENAISSANCE TECHNOLOGIES LLC↓ DEC
-32,584$8.70M
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM↓ DEC
-31,795$1.31M
BARCLAYS PLC↓ DEC
-28,132$287.41K
ProShare Advisors LLC↓ DEC
-27,376$6.58M
JANE STREET GROUP, LLC↓ DEC
-24,956$2.15M
GOLDMAN SACHS GROUP INC↓ DEC
-24,338$14.12M