Stockfacts
Use CasesDocsPricing
Log inSign up free
OverviewFinancialsTrendsTranscriptsOptionsInstitutionsInsidersCorporate ActionsSEC Filings
Stockfacts

EOD US-equity data for investors and AI agents

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

Use CasesDashboard

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

Institutions30.3%
Insiders0.7%
Institutions Count64
Institutions 30.3%Insiders 0.7%Float (Other) 69.0%
13F Filers (top 25)25Quarter 2026-03-31
Top-25 Reported Value$67.18MSum of shown holders' market value
Net Position Change10 adds · 10 trimsLargest movers this quarter

Top Holders by Value

25 shown
FilerSharesMarket ValueΔ SharesChange
Ategra Capital Management, LLCCIK 0001741369
342,390$11.54M–no_change
BlackRock, Inc.CIK 0002012383
310,672$10.47M+10,028↑ INC
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119
246,188$8.29M+246,188NEW
FJ Capital Management LLCCIK 0001599170
190,710$6.43M–no_change
DIMENSIONAL FUND ADVISORS LPCIK 0000354204
158,332$5.33M+2,419↑ INC
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717
136,802$4.61M-2,812↓ DEC
STATE STREET CORPCIK 0000093751
83,013$2.81M+4,363↑ INC
BRIDGEWAY CAPITAL MANAGEMENT, LLCCIK 0001107261
65,186$2.20M-10,500↓ DEC
MONETA GROUP INVESTMENT ADVISORS LLCCIK 0001120927
48,725$1.64M+188↑ INC
Pinnacle Holdings, LLCCIK 0001411784
46,131$1.55M-1,633↓ DEC
NORTHERN TRUST CORPCIK 0000073124
43,845$1.48M+3,667↑ INC
RBF Capital, LLCCIK 0001134621
39,167$1.32M–no_change
VANGUARD FIDUCIARY TRUST COCIK 0000933478
36,072$1.22M+36,072NEW
RENAISSANCE TECHNOLOGIES LLCCIK 0001037389
34,843$1.17M-2,358↓ DEC
VANGUARD PORTFOLIO MANAGEMENT LLCCIK 0002100121
33,309$1.12M+33,309NEW
MERCER GLOBAL ADVISORS INC /ADVCIK 0000853758
32,450$1.09M+20↑ INC
GOLDMAN SACHS GROUP INCCIK 0000886982
25,421$856.43K-5,369↓ DEC
AMERICAN CENTURY COMPANIES INCCIK 0000748054
20,603$694.12K–no_change
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPCIK 0001164508
15,606$525.77K–no_change
ALEXANDER LABRUNERIE & CO., INC.CIK 0002024333
15,471$521.22K–no_change
CHARLES SCHWAB INVESTMENT MANAGEMENT INCCIK 0000884546
14,567$490.76K-1,824↓ DEC
Eagle Bluffs Wealth Management LLCCIK 0001906547
13,747$466.02K–no_change
ALLIANCEBERNSTEIN L.P.CIK 0001109448
13,169$459.33K-2,535↓ DEC
CITADEL ADVISORS LLCCIK 0001423053
13,467$453.70K+1,912↑ INC
Bank of New York Mellon CorpCIK 0001390777
12,939$435.90K-846↓ DEC

Top Adds (Buyers)

FilerΔ SharesValue
VANGUARD CAPITAL MANAGEMENT LLCNEW
+246,188$8.29M
VANGUARD FIDUCIARY TRUST CONEW
+36,072$1.22M
VANGUARD PORTFOLIO MANAGEMENT LLCNEW
+33,309$1.12M
BlackRock, Inc.↑ INC
+10,028$10.47M
STATE STREET CORP↑ INC
+4,363$2.81M
NORTHERN TRUST CORP↑ INC
+3,667$1.48M
HSBC HOLDINGS PLC↑ INC
+2,698$334.52K
Vanguard Global Advisers, LLCNEW
+2,565$86.42K
DIMENSIONAL FUND ADVISORS LP↑ INC
+2,419$5.33M
CITADEL ADVISORS LLC↑ INC
+1,912$453.70K

Top Trims (Sellers)

FilerΔ SharesValue
BRIDGEWAY CAPITAL MANAGEMENT, LLC↓ DEC
-10,500$2.20M
BARCLAYS PLC↓ DEC
-6,182$155.21K
GOLDMAN SACHS GROUP INC↓ DEC
-5,369$856.43K
WELLS FARGO & COMPANY/MN↓ DEC
-4,344$73.22K
MORGAN STANLEY↓ DEC
-3,085$159.36K
GEODE CAPITAL MANAGEMENT, LLC↓ DEC
-2,812$4.61M
ALLIANCEBERNSTEIN L.P.↓ DEC
-2,535$459.33K
RENAISSANCE TECHNOLOGIES LLC↓ DEC
-2,358$1.17M
CHARLES SCHWAB INVESTMENT MANAGEMENT INC↓ DEC
-1,824$490.76K
Pinnacle Holdings, LLC↓ DEC
-1,633$1.55M