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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

Institutions58.0%
Insiders43.0%
Institutions Count132
Institutions 58.0%Insiders 43.0%Float (Other) 0.0%
13F Filers (top 25)25Quarter 2026-03-31
Top-25 Reported Value$186.80MSum of shown holders' market value
Net Position Change10 adds · 10 trimsLargest movers this quarter

Top Holders by Value

25 shown
FilerSharesMarket ValueΔ SharesChange
Allspring Global Investments Holdings, LLCCIK 0001890906
9,823,903$30.75M+122,331↑ INC
Boston PartnersCIK 0001386060
6,614,540$20.31M+285,816↑ INC
BlackRock, Inc.CIK 0002012383
4,873,069$14.96M-8,827↓ DEC
Blue Owl Capital Holdings LPCIK 0001858703
4,236,888$13.01M+90,252↑ INC
WASATCH ADVISORS LPCIK 0000814133
3,617,782$11.11M-61,730↓ DEC
BAMCO INC /NY/CIK 0001017918
3,250,000$9.98M–no_change
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119
3,124,442$9.59M+3,124,442NEW
CLEARLAKE CAPITAL GROUP, L.P.CIK 0001688282
2,750,000$8.44M–no_change
DIMENSIONAL FUND ADVISORS LPCIK 0000354204
2,447,266$7.51M+495,923↑ INC
Hillsdale Investment Management Inc.CIK 0001368465
1,929,461$5.92M+18,900↑ INC
BANK OF AMERICA CORP /DE/CIK 0000070858
1,882,366$5.78M-131,456↓ DEC
Russell Investments Group, Ltd.CIK 0001692234
1,755,604$5.39M+82,036↑ INC
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPCIK 0001164508
1,646,748$5.06M+84,837↑ INC
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717
1,549,486$4.76M+30,512↑ INC
FRANKLIN RESOURCES INCCIK 0000038777
1,366,661$4.20M-339,173↓ DEC
STATE STREET CORPCIK 0000093751
1,365,641$4.19M+224,107↑ INC
MORGAN STANLEYCIK 0000895421
1,327,293$4.07M+15,773↑ INC
TWO SIGMA INVESTMENTS, LPCIK 0001179392
1,036,003$3.18M+302,219↑ INC
Skylands Capital, LLCCIK 0001299910
993,850$3.05M-41,950↓ DEC
BRIDGEWAY CAPITAL MANAGEMENT, LLCCIK 0001107261
963,570$2.96M+50,341↑ INC
RENAISSANCE TECHNOLOGIES LLCCIK 0001037389
873,100$2.68M-225,183↓ DEC
VANGUARD PORTFOLIO MANAGEMENT LLCCIK 0002100121
856,586$2.63M+856,586NEW
AQR CAPITAL MANAGEMENT LLCCIK 0001167557
848,839$2.61M+610,703↑ INC
MARSHALL WACE, LLPCIK 0001318757
767,708$2.36M-523,782↓ DEC
Qube Research & Technologies LtdCIK 0001729829
754,119$2.32M+603,804↑ INC

Top Adds (Buyers)

FilerΔ SharesValue
VANGUARD CAPITAL MANAGEMENT LLCNEW
+3,124,442$9.59M
VANGUARD PORTFOLIO MANAGEMENT LLCNEW
+856,586$2.63M
ALGERT GLOBAL LLC↑ INC
+635,130$2.18K
AQR CAPITAL MANAGEMENT LLC↑ INC
+610,703$2.61M
Qube Research & Technologies Ltd↑ INC
+603,804$2.32M
DIMENSIONAL FUND ADVISORS LP↑ INC
+495,923$7.51M
CenterBook Partners LPNEW
+469,293$1.44M
VANGUARD FIDUCIARY TRUST CONEW
+383,454$1.18M
TWO SIGMA INVESTMENTS, LP↑ INC
+302,219$3.18M
Boston Partners↑ INC
+285,816$20.31M

Top Trims (Sellers)

FilerΔ SharesValue
ADVISORY RESEARCH INC↓ DEC
-1,604,195$1.00M
MARSHALL WACE, LLP↓ DEC
-523,782$2.36M
FRANKLIN RESOURCES INC↓ DEC
-339,173$4.20M
Nuveen, LLC↓ DEC
-328,361$724.58K
RENAISSANCE TECHNOLOGIES LLC↓ DEC
-225,183$2.68M
CITADEL ADVISORS LLC↓ DEC
-196,872$383.94K
GSA CAPITAL PARTNERS LLP↓ DEC
-165,213$74.00
BANK OF AMERICA CORP /DE/↓ DEC
-131,456$5.78M
BARCLAYS PLC↓ DEC
-108,465$42.95K
MILLENNIUM MANAGEMENT LLC↓ DEC
-92,974$2.13M