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 | 2,546,485 | $4.71M | -36,579 | ↓ DEC |
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119 | 1,678,675 | $3.11M | +1,678,675 | NEW |
Zhang Financial LLCCIK 0001776290 | 1,063,342 | $1.97M | – | no_change |
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717 | 990,706 | $1.83M | +23,296 | ↑ INC |
STATE STREET CORPCIK 0000093751 | 802,024 | $1.48M | +5,422 | ↑ INC |
Russell Investments Group, Ltd.CIK 0001692234 | 500,618 | $926.14K | +151,042 | ↑ INC |
North Star Investment Management Corp.CIK 0001342857 | 466,000 | $862.10K | +438,000 | ↑ INC |
NORTHERN TRUST CORPCIK 0000073124 | 287,314 | $531.53K | +12,267 | ↑ INC |
VANGUARD FIDUCIARY TRUST COCIK 0000933478 | 247,928 | $458.67K | +247,928 | NEW |
VANGUARD PORTFOLIO MANAGEMENT LLCCIK 0002100121 | 231,457 | $428.19K | +231,457 | NEW |
MORGAN STANLEYCIK 0000895421 | 220,896 | $408.66K | -62,595 | ↓ DEC |
Nuveen, LLCCIK 0001871926 | 202,106 | $373.90K | -37,174 | ↓ DEC |
DIMENSIONAL FUND ADVISORS LPCIK 0000354204 | 132,368 | $244.76K | -154,874 | ↓ DEC |
BRIDGEWAY CAPITAL MANAGEMENT, LLCCIK 0001107261 | 129,321 | $239.24K | +9,782 | ↑ INC |
RENAISSANCE TECHNOLOGIES LLCCIK 0001037389 | 127,600 | $236.06K | +61,700 | ↑ INC |
Bank of New York Mellon CorpCIK 0001390777 | 113,596 | $210.15K | +8,500 | ↑ INC |
GOLDMAN SACHS GROUP INCCIK 0000886982 | 109,529 | $202.63K | +17,394 | ↑ INC |
UBS Group AGCIK 0001610520 | 96,710 | $178.91K | +68,398 | ↑ INC |
CHARLES SCHWAB INVESTMENT MANAGEMENT INCCIK 0000884546 | 81,839 | $151.40K | -17,522 | ↓ DEC |
STRS OHIOCIK 0000820478 | 70,800 | $130.98K | – | no_change |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 53,452 | $98.89K | +4,941 | ↑ INC |
AMERICAN CENTURY COMPANIES INCCIK 0000748054 | 50,955 | $94.27K | – | no_change |
Rothschild Wealth LLCCIK 0001811345 | 50,222 | $92.91K | -161,678 | ↓ DEC |
RHUMBLINE ADVISERSCIK 0001115418 | 49,888 | $92.29K | -2,102 | ↓ DEC |
Williams & Novak, LLCCIK 0001998419 | 40,515 | $82.65K | +40,515 | NEW |
| Filer | Δ Shares | Value |
|---|---|---|
VANGUARD CAPITAL MANAGEMENT LLCNEW | +1,678,675 | $3.11M |
North Star Investment Management Corp.↑ INC | +438,000 | $862.10K |
VANGUARD FIDUCIARY TRUST CONEW | +247,928 | $458.67K |
VANGUARD PORTFOLIO MANAGEMENT LLCNEW | +231,457 | $428.19K |
Russell Investments Group, Ltd.↑ INC | +151,042 | $926.14K |
UBS Group AG↑ INC | +68,398 | $178.91K |
RENAISSANCE TECHNOLOGIES LLC↑ INC | +61,700 | $236.06K |
GSA CAPITAL PARTNERS LLP↑ INC | +41,278 | $157.00 |
Williams & Novak, LLCNEW | +40,515 | $82.65K |
Busey BankNEW | +25,424 | $47.03K |
| Filer | Δ Shares | Value |
|---|---|---|
Rothschild Wealth LLC↓ DEC | -161,678 | $92.91K |
DIMENSIONAL FUND ADVISORS LP↓ DEC | -154,874 | $244.76K |
MORGAN STANLEY↓ DEC | -62,595 | $408.66K |
BARCLAYS PLC↓ DEC | -54,274 | $15.60K |
Nuveen, LLC↓ DEC | -37,174 | $373.90K |
BlackRock, Inc.↓ DEC | -36,579 | $4.71M |
WELLS FARGO & COMPANY/MN↓ DEC | -29,849 | $28.08K |
JPMORGAN CHASE & CO↓ DEC | -21,680 | $46.67K |
CITIGROUP INC↓ DEC | -21,482 | $3.73K |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC↓ DEC | -17,522 | $151.40K |