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EOD US-equity data for investors and AI agents

Data is end-of-day, not real-time, and not investment advice

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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

Institutions63.2%
Insiders22.8%
Institutions Count49
Institutions 63.2%Insiders 22.8%Float (Other) 14.0%
13F Filers (top 25)25Quarter 2026-03-31
Top-25 Reported Value$56.76MSum of shown holders' market value
Net Position Change10 adds · 10 trimsLargest movers this quarter

Top Holders by Value

25 shown
FilerSharesMarket ValueΔ SharesChangeSource
BRANDES INVESTMENT PARTNERS, LPCIK 0001015079
591,406$8.70M+85,689↑ INCSEC source
Oppenheimer & Close, LLCCIK 0001591377
457,180$6.73M+29,670↑ INCSEC source
Brooklands Fund Management LtdCIK 0002036388
354,068$5.21M+48,377↑ INCSEC source
DIMENSIONAL FUND ADVISORS LPCIK 0000354204
346,738$5.10M-36,061↓ DECSEC source
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119
255,120$3.75M+255,120NEWSEC source
Peapod Lane Capital LLCCIK 0002050979
244,868$3.61M+44,747↑ INCSEC source
Meros Investment Management, LPCIK 0001911372
211,539$3.11M-6,149↓ DECSEC source
IFP Advisors, IncCIK 0001641866
200,068$2.94M+8,864↑ INCSEC source
Pacific Ridge Capital Partners, LLCCIK 0001591546
171,061$2.52M+5,558↑ INCSEC source
BlackRock, Inc.CIK 0002012383
160,670$2.36M+1,258↑ INCSEC source
RENAISSANCE TECHNOLOGIES LLCCIK 0001037389
120,900$1.78M+6,100↑ INCSEC source
Invenomic Capital Management LPCIK 0001769456
116,728$1.72M-7,847↓ DECSEC source
FEDERATED HERMES, INC.CIK 0001056288
91,448$1.35M+7,315↑ INCSEC source
GEORGE KAISER FAMILY FOUNDATIONCIK 0001265376
80,644$1.19M+9,676↑ INCSEC source
Diamond Hill Capital Management, LLC (Investment Advisor)CIK 0001217541
68,979$1.01M-1,342↓ DECSEC source
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717
62,580$920.81K-1,745↓ DECSEC source
UBS Group AGCIK 0001610520
60,098$884.04K+59,682↑ INCSEC source
MARSHALL WACE, LLPCIK 0001318757
50,644$744.97K-24,602↓ DECSEC source
BRIDGEWAY CAPITAL MANAGEMENT, LLCCIK 0001107261
50,329$740.34K+2,190↑ INCSEC source
VANGUARD FIDUCIARY TRUST COCIK 0000933478
39,315$578.32K+39,315NEWSEC source
ROYAL BANK OF CANADACIK 0001000275
30,386$447.00K+24,677↑ INCSEC source
Bank of New York Mellon CorpCIK 0001390777
24,270$357.02K+8↑ INCSEC source
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPCIK 0001164508
23,694$348.54K–no_changeSEC source
GOLDMAN SACHS GROUP INCCIK 0000886982
22,690$333.77K+762↑ INCSEC source
STATE STREET CORPCIK 0000093751
22,586$332.24K–no_changeSEC source

Top Adds (Buyers)

FilerΔ SharesValueSource
VANGUARD CAPITAL MANAGEMENT LLCNEW
+255,120$3.75MSEC source
BRANDES INVESTMENT PARTNERS, LP↑ INC
+85,689$8.70MSEC source
UBS Group AG↑ INC
+59,682$884.04KSEC source
Brooklands Fund Management Ltd↑ INC
+48,377$5.21MSEC source
Peapod Lane Capital LLC↑ INC
+44,747$3.61MSEC source
VANGUARD FIDUCIARY TRUST CONEW
+39,315$578.32KSEC source
Oppenheimer & Close, LLC↑ INC
+29,670$6.73MSEC source
ROYAL BANK OF CANADA↑ INC
+24,677$447.00KSEC source
Aldebaran Capital, LLCNEW
+13,729$201.95KSEC source
LPL Financial LLCNEW
+12,549$184.60KSEC source

Top Trims (Sellers)

FilerΔ SharesValueSource
DIMENSIONAL FUND ADVISORS LP↓ DEC
-36,061$5.10MSEC source
MARSHALL WACE, LLP↓ DEC
-24,602$744.97KSEC source
CITADEL ADVISORS LLC↓ DEC
-18,514$238.52KSEC source
Invenomic Capital Management LP↓ DEC
-7,847$1.72MSEC source
Meros Investment Management, LP↓ DEC
-6,149$3.11MSEC source
FMR LLC↓ DEC
-5,082$288.35KSEC source
GSA CAPITAL PARTNERS LLP↓ DEC
-2,378$306.00SEC source
GEODE CAPITAL MANAGEMENT, LLC↓ DEC
-1,745$920.81KSEC source
Diamond Hill Capital Management, LLC (Investment Advisor)↓ DEC
-1,342$1.01MSEC source
JPMORGAN CHASE & CO↓ DEC
-496$429.00SEC source