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 |
|---|---|---|---|---|
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119 | 238,856 | $2.33M | +238,856 | NEW |
Truffle Hound Capital, LLCCIK 0001595862 | 200,000 | $1.95M | +40,000 | ↑ INC |
AEGIS FINANCIAL CORPCIK 0001140753 | 141,353 | $1.38M | – | no_change |
RENAISSANCE TECHNOLOGIES LLCCIK 0001037389 | 100,088 | $975.86K | +4,699 | ↑ INC |
Allworth Financial LPCIK 0001555170 | 81,380 | $793.46K | – | no_change |
Perigon Wealth Management, LLCCIK 0001575239 | 63,798 | $622.03K | – | no_change |
DIMENSIONAL FUND ADVISORS LPCIK 0000354204 | 52,677 | $513.60K | +3,567 | ↑ INC |
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717 | 51,302 | $500.33K | -5,176 | ↓ DEC |
NORTHERN TRUST CORPCIK 0000073124 | 28,105 | $274.02K | -195 | ↓ DEC |
VANGUARD FIDUCIARY TRUST COCIK 0000933478 | 27,391 | $267.06K | +27,391 | NEW |
BRIDGEWAY CAPITAL MANAGEMENT, LLCCIK 0001107261 | 22,011 | $214.61K | +1,819 | ↑ INC |
SUSQUEHANNA INTERNATIONAL GROUP, LLPCIK 0001446194 | 20,424 | $199.13K | +9,018 | ↑ INC |
Quinn Opportunity Partners LLCCIK 0001633275 | 14,917 | $145.44K | – | no_change |
BlackRock, Inc.CIK 0002012383 | 13,594 | $132.54K | +1,096 | ↑ INC |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 13,500 | $131.63K | -9,576 | ↓ DEC |
Net Worth Advisory GroupCIK 0001791998 | 12,860 | $125.39K | -508 | ↓ DEC |
NAVELLIER & ASSOCIATES INCCIK 0000872163 | 11,894 | $115.97K | -28,456 | ↓ DEC |
CITADEL ADVISORS LLCCIK 0001423053 | 10,932 | $106.59K | -5,959 | ↓ DEC |
Concurrent Investment Advisors, LLCCIK 0002001015 | 10,539 | $102.76K | +10,539 | NEW |
UBS Group AGCIK 0001610520 | 3,701 | $36.09K | +2,851 | ↑ INC |
JONES FINANCIAL COMPANIES LLLPCIK 0000815917 | 1,347 | $12.81K | +300 | ↑ INC |
CALDWELL SUTTER CAPITAL, INC.CIK 0000702007 | 505 | $4.92K | – | no_change |
MassMutual Private Wealth & Trust, FSBCIK 0001103653 | 500 | $4.88K | +500 | NEW |
Tower Research Capital LLC (TRC)CIK 0001533421 | 376 | $3.67K | -69 | ↓ DEC |
Clarity Asset Management, Inc.CIK 0001756759 | 71 | $694.00 | +1 | ↑ INC |
| Filer | Δ Shares | Value |
|---|---|---|
VANGUARD CAPITAL MANAGEMENT LLCNEW | +238,856 | $2.33M |
Truffle Hound Capital, LLC↑ INC | +40,000 | $1.95M |
VANGUARD FIDUCIARY TRUST CONEW | +27,391 | $267.06K |
Concurrent Investment Advisors, LLCNEW | +10,539 | $102.76K |
SUSQUEHANNA INTERNATIONAL GROUP, LLP↑ INC | +9,018 | $199.13K |
RENAISSANCE TECHNOLOGIES LLC↑ INC | +4,699 | $975.86K |
DIMENSIONAL FUND ADVISORS LP↑ INC | +3,567 | $513.60K |
UBS Group AG↑ INC | +2,851 | $36.09K |
BRIDGEWAY CAPITAL MANAGEMENT, LLC↑ INC | +1,819 | $214.61K |
BlackRock, Inc.↑ INC | +1,096 | $132.54K |
| Filer | Δ Shares | Value |
|---|---|---|
NAVELLIER & ASSOCIATES INC↓ DEC | -28,456 | $115.97K |
BANK OF AMERICA CORP /DE/↓ DEC | -9,576 | $131.63K |
CITADEL ADVISORS LLC↓ DEC | -5,959 | $106.59K |
GEODE CAPITAL MANAGEMENT, LLC↓ DEC | -5,176 | $500.33K |
Net Worth Advisory Group↓ DEC | -508 | $125.39K |
NORTHERN TRUST CORP↓ DEC | -195 | $274.02K |
PNC FINANCIAL SERVICES GROUP, INC.↓ DEC | -129 | $10.00 |
Tower Research Capital LLC (TRC)↓ DEC | -69 | $3.67K |