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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

Institutions48.3%
Insiders6.5%
Institutions Count128
Institutions 48.3%Insiders 6.5%Float (Other) 45.2%
13F Filers (top 25)25Quarter 2026-03-31
Top-25 Reported Value$182.34MSum of shown holders' market value
Net Position Change10 adds · 10 trimsLargest movers this quarter

Top Holders by Value

25 shown
FilerSharesMarket ValueΔ SharesChange
DIMENSIONAL FUND ADVISORS LPCIK 0000354204
429,581$26.02M+7,792↑ INC
BlackRock, Inc.CIK 0002012383
411,940$24.96M-6,737↓ DEC
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119
295,778$17.92M+295,778NEW
AMERICAN CENTURY COMPANIES INCCIK 0000748054
186,588$11.30M+25,614↑ INC
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717
164,365$9.96M+5,364↑ INC
Crawford Fund Management, LLCCIK 0001816427
161,459$9.78M-8,989↓ DEC
STATE STREET CORPCIK 0000093751
161,269$9.77M-3,712↓ DEC
AQR CAPITAL MANAGEMENT LLCCIK 0001167557
118,312$7.17M+15,069↑ INC
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLCCIK 0001164833
113,963$6.90M-5,950↓ DEC
Montz Harcus Wealth Management LLCCIK 0001918613
99,994$6.06M-2,296↓ DEC
RENAISSANCE TECHNOLOGIES LLCCIK 0001037389
91,473$5.54M-7,600↓ DEC
VANGUARD PORTFOLIO MANAGEMENT LLCCIK 0002100121
89,609$5.43M+89,609NEW
GOLDMAN SACHS GROUP INCCIK 0000886982
82,758$5.01M+44,139↑ INC
BRIDGEWAY CAPITAL MANAGEMENT, LLCCIK 0001107261
79,221$4.80M+2,737↑ INC
TWO SIGMA INVESTMENTS, LPCIK 0001179392
60,000$3.63M+42,447↑ INC
NORTHERN TRUST CORPCIK 0000073124
57,905$3.51M+2,506↑ INC
Qube Research & Technologies LtdCIK 0001729829
50,018$3.03M+8,173↑ INC
Pacific Ridge Capital Partners, LLCCIK 0001591546
49,766$3.01M-31,449↓ DEC
MORGAN STANLEYCIK 0000895421
49,410$2.99M-8,291↓ DEC
Hillsdale Investment Management Inc.CIK 0001368465
49,011$2.97M-61,485↓ DEC
MILLENNIUM MANAGEMENT LLCCIK 0001273087
48,365$2.93M+36,115↑ INC
VANGUARD FIDUCIARY TRUST COCIK 0000933478
44,817$2.72M+44,817NEW
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPCIK 0001164508
44,367$2.69M–no_change
Summit Financial Wealth Advisors, LLCCIK 0001632283
36,013$2.18M+8,539↑ INC
Bank of New York Mellon CorpCIK 0001390777
33,867$2.05M+2,079↑ INC

Top Adds (Buyers)

FilerΔ SharesValue
VANGUARD CAPITAL MANAGEMENT LLCNEW
+295,778$17.92M
VANGUARD PORTFOLIO MANAGEMENT LLCNEW
+89,609$5.43M
VANGUARD FIDUCIARY TRUST CONEW
+44,817$2.72M
GOLDMAN SACHS GROUP INC↑ INC
+44,139$5.01M
TWO SIGMA INVESTMENTS, LP↑ INC
+42,447$3.63M
MILLENNIUM MANAGEMENT LLC↑ INC
+36,115$2.93M
AMERICAN CENTURY COMPANIES INC↑ INC
+25,614$11.30M
AQR CAPITAL MANAGEMENT LLC↑ INC
+15,069$7.17M
Trexquant Investment LP↑ INC
+11,429$940.99K
BANK OF AMERICA CORP /DE/↑ INC
+11,085$1.47M

Top Trims (Sellers)

FilerΔ SharesValue
Hillsdale Investment Management Inc.↓ DEC
-61,485$2.97M
Pacific Ridge Capital Partners, LLC↓ DEC
-31,449$3.01M
MARSHALL WACE, LLP↓ DEC
-17,649$740.11K
JPMORGAN CHASE & CO↓ DEC
-11,064$620.15K
BARCLAYS PLC↓ DEC
-9,250$84.45K
Crawford Fund Management, LLC↓ DEC
-8,989$9.78M
MORGAN STANLEY↓ DEC
-8,291$2.99M
AMERIPRISE FINANCIAL INC↓ DEC
-7,725$769.43K
RENAISSANCE TECHNOLOGIES LLC↓ DEC
-7,600$5.54M
BlackRock, Inc.↓ DEC
-6,737$24.96M