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 | 513,056 | $9.72M | -7,253 | ↓ DEC |
AMERIPRISE FINANCIAL INCCIK 0000820027 | 479,767 | $9.09M | +5,867 | ↑ INC |
DIMENSIONAL FUND ADVISORS LPCIK 0000354204 | 396,172 | $7.51M | -1,442 | ↓ DEC |
Pacific Ridge Capital Partners, LLCCIK 0001591546 | 344,109 | $6.52M | +3,638 | ↑ INC |
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119 | 299,994 | $5.68M | +299,994 | NEW |
North Star Investment Management Corp.CIK 0001342857 | 190,600 | $3.61M | +26,949 | ↑ INC |
AMERICAN CENTURY COMPANIES INCCIK 0000748054 | 189,531 | $3.59M | -7,032 | ↓ DEC |
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717 | 154,864 | $2.94M | +2,249 | ↑ INC |
STATE STREET CORPCIK 0000093751 | 130,425 | $2.47M | +420 | ↑ INC |
BRIDGEWAY CAPITAL MANAGEMENT, LLCCIK 0001107261 | 104,892 | $1.99M | +5,858 | ↑ INC |
Bank of New York Mellon CorpCIK 0001390777 | 90,245 | $1.71M | +545 | ↑ INC |
PNC FINANCIAL SERVICES GROUP, INC.CIK 0000713676 | 66,500 | $1.26M | +4,898 | ↑ INC |
NORTHERN TRUST CORPCIK 0000073124 | 58,550 | $1.11M | +7,049 | ↑ INC |
CWM, LLCCIK 0001535847 | 54,659 | $1.04M | +202 | ↑ INC |
MORGAN STANLEYCIK 0000895421 | 45,935 | $870.47K | +3,087 | ↑ INC |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPCIK 0001164508 | 42,622 | $807.69K | – | no_change |
VANGUARD PORTFOLIO MANAGEMENT LLCCIK 0002100121 | 40,673 | $770.75K | +40,673 | NEW |
Russell Investments Group, Ltd.CIK 0001692234 | 40,099 | $759.87K | +39,170 | ↑ INC |
VANGUARD FIDUCIARY TRUST COCIK 0000933478 | 37,578 | $712.10K | +37,578 | NEW |
GOLDMAN SACHS GROUP INCCIK 0000886982 | 31,236 | $591.92K | +20,097 | ↑ INC |
Koss-Olinger Consulting, LLCCIK 0001861163 | 30,687 | $581.51K | -1,210 | ↓ DEC |
O'SHAUGHNESSY ASSET MANAGEMENT, LLCCIK 0001423442 | 29,115 | $551.73K | -4,245 | ↓ DEC |
RBF Capital, LLCCIK 0001134621 | 25,647 | $486.01K | -100 | ↓ DEC |
RENAISSANCE TECHNOLOGIES LLCCIK 0001037389 | 22,700 | $430.17K | +100 | ↑ INC |
ENVESTNET ASSET MANAGEMENT INCCIK 0001407543 | 22,684 | $429.86K | +22,684 | NEW |
| Filer | Δ Shares | Value |
|---|---|---|
VANGUARD CAPITAL MANAGEMENT LLCNEW | +299,994 | $5.68M |
VANGUARD PORTFOLIO MANAGEMENT LLCNEW | +40,673 | $770.75K |
Russell Investments Group, Ltd.↑ INC | +39,170 | $759.87K |
VANGUARD FIDUCIARY TRUST CONEW | +37,578 | $712.10K |
North Star Investment Management Corp.↑ INC | +26,949 | $3.61M |
ENVESTNET ASSET MANAGEMENT INCNEW | +22,684 | $429.86K |
GOLDMAN SACHS GROUP INC↑ INC | +20,097 | $591.92K |
Ancora Advisors LLC↑ INC | +16,275 | $344.95K |
NORTHERN TRUST CORP↑ INC | +7,049 | $1.11M |
AMERIPRISE FINANCIAL INC↑ INC | +5,867 | $9.09M |
| Filer | Δ Shares | Value |
|---|---|---|
BARCLAYS PLC↓ DEC | -9,534 | $197.00K |
JPMORGAN CHASE & CO↓ DEC | -8,789 | $56.08K |
BlackRock, Inc.↓ DEC | -7,253 | $9.72M |
AMERICAN CENTURY COMPANIES INC↓ DEC | -7,032 | $3.59M |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC↓ DEC | -4,245 | $551.73K |
GSA CAPITAL PARTNERS LLP↓ DEC | -3,759 | $661.00 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC↓ DEC | -2,525 | $363.44K |
LSV ASSET MANAGEMENT↓ DEC | -2,200 | $491.00 |
RITHOLTZ WEALTH MANAGEMENT↓ DEC | -1,609 | $210.71K |
DIMENSIONAL FUND ADVISORS LP↓ DEC | -1,442 | $7.51M |