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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

Institutions93.2%
Insiders2.3%
Institutions Count205
Institutions 93.2%Insiders 2.3%Float (Other) 4.5%
13F Filers (top 25)25Quarter 2026-03-31
Top-25 Reported Value$528.57MSum 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
4,388,598$115.68M-28,583↓ DEC
DIMENSIONAL FUND ADVISORS LPCIK 0000354204
1,760,855$46.42M+56,102↑ INC
STATE STREET CORPCIK 0000093751
1,540,415$40.61M+190,542↑ INC
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119
1,307,548$34.47M+1,307,548NEW
AMERICAN CENTURY COMPANIES INCCIK 0000748054
1,028,213$27.10M+51,043↑ INC
CHARLES SCHWAB INVESTMENT MANAGEMENT INCCIK 0000884546
960,547$25.32M+610,374↑ INC
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717
904,208$23.84M+66,725↑ INC
Rhino Investment Partners, IncCIK 0001828776
881,957$23.25M+41,008↑ INC
VANGUARD PORTFOLIO MANAGEMENT LLCCIK 0002100121
745,059$19.64M+745,059NEW
AQR CAPITAL MANAGEMENT LLCCIK 0001167557
728,256$19.20M+26,716↑ INC
EverSource Wealth Advisors, LLCCIK 0001710537
15,773$18.15M+13,418↑ INC
GOLDMAN SACHS GROUP INCCIK 0000886982
615,797$16.23M-170,732↓ DEC
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLCCIK 0001164833
489,546$12.90M+94,900↑ INC
MORGAN STANLEYCIK 0000895421
478,761$12.62M-38,697↓ DEC
JPMORGAN CHASE & COCIK 0000019617
458,307$11.99M-12,831↓ DEC
Stieven Capital Advisors, L.P.CIK 0001388279
446,917$11.78M-26,602↓ DEC
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPCIK 0001164508
413,571$10.90M+87,655↑ INC
Bank of New York Mellon CorpCIK 0001390777
386,077$10.18M-12,504↓ DEC
TWO SIGMA INVESTMENTS, LPCIK 0001179392
348,647$9.19M+203,142↑ INC
NORTHERN TRUST CORPCIK 0000073124
331,256$8.73M+8,736↑ INC
AMERIPRISE FINANCIAL INCCIK 0000820027
259,933$6.85M+1,132↑ INC
BRIDGEWAY CAPITAL MANAGEMENT, LLCCIK 0001107261
247,990$6.54M+8,187↑ INC
Invesco Ltd.CIK 0000914208
219,983$5.80M-127,111↓ DEC
FMR LLCCIK 0000315066
215,903$5.69M-355,498↓ DEC
PRINCIPAL FINANCIAL GROUP INCCIK 0001126328
208,398$5.49M+66,833↑ INC

Top Adds (Buyers)

FilerΔ SharesValue
VANGUARD CAPITAL MANAGEMENT LLCNEW
+1,307,548$34.47M
VANGUARD PORTFOLIO MANAGEMENT LLCNEW
+745,059$19.64M
CHARLES SCHWAB INVESTMENT MANAGEMENT INC↑ INC
+610,374$25.32M
TWO SIGMA INVESTMENTS, LP↑ INC
+203,142$9.19M
VANGUARD FIDUCIARY TRUST CONEW
+193,262$5.09M
STATE STREET CORP↑ INC
+190,542$40.61M
JUPITER ASSET MANAGEMENT LTDNEW
+139,040$3.67M
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC↑ INC
+94,900$12.90M
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP↑ INC
+87,655$10.90M
Qube Research & Technologies Ltd↑ INC
+85,161$5.40M

Top Trims (Sellers)

FilerΔ SharesValue
FMR LLC↓ DEC
-355,498$5.69M
GOLDMAN SACHS GROUP INC↓ DEC
-170,732$16.23M
RENAISSANCE TECHNOLOGIES LLC↓ DEC
-137,341$4.89M
Invesco Ltd.↓ DEC
-127,111$5.80M
Point72 Asset Management, L.P.↓ DEC
-122,841$1.73M
ALGERT GLOBAL LLC↓ DEC
-107,170$1.08K
Hillsdale Investment Management Inc.↓ DEC
-63,535$5.42M
PRUDENTIAL FINANCIAL INC↓ DEC
-50,040$1.84M
MORGAN STANLEY↓ DEC
-38,697$12.62M
State of Tennessee, Department of Treasury↓ DEC
-37,429$321.70K