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

Institutions87.2%
Insiders1.8%
Institutions Count165
Institutions 87.2%Insiders 1.8%Float (Other) 11.0%
13F Filers (top 25)25Quarter 2026-03-31
Top-25 Reported Value$411.52MSum of shown holders' market value
Net Position Change10 adds · 10 trimsLargest movers this quarter

Top Holders by Value

25 shown
FilerSharesMarket ValueΔ SharesChange
BlackRock, Inc.CIK 0002012383
3,054,794$82.66M+35,414↑ INC
AMERICAN CENTURY COMPANIES INCCIK 0000748054
2,120,402$57.38M-44,756↓ DEC
DIMENSIONAL FUND ADVISORS LPCIK 0000354204
966,614$26.16M-78,029↓ DEC
STATE STREET CORPCIK 0000093751
933,937$25.27M-19,072↓ DEC
BOOTHBAY FUND MANAGEMENT, LLCCIK 0001549230
859,493$23.26M+84,575↑ INC
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119
854,676$23.13M+854,676NEW
Invesco Ltd.CIK 0000914208
618,334$16.73M-17,039↓ DEC
LEVIN CAPITAL STRATEGIES, L.P.CIK 0001354821
606,469$16.41M-91,428↓ DEC
CHARLES SCHWAB INVESTMENT MANAGEMENT INCCIK 0000884546
574,666$15.55M-17,805↓ DEC
ROYCE & ASSOCIATES LPCIK 0000906304
501,156$13.56M+97,000↑ INC
VANGUARD PORTFOLIO MANAGEMENT LLCCIK 0002100121
476,692$12.90M+476,692NEW
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717
475,152$12.86M+31,828↑ INC
GOLDMAN SACHS GROUP INCCIK 0000886982
386,799$10.47M-47,311↓ DEC
CenterBook Partners LPCIK 0001872738
360,976$9.77M-171,476↓ DEC
First Eagle Investment Management, LLCCIK 0001325447
336,052$9.09M+59,617↑ INC
Shay Capital LLCCIK 0001723643
256,523$6.94M+166,523↑ INC
JPMORGAN CHASE & COCIK 0000019617
254,762$6.59M+246,244↑ INC
PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C.CIK 0001166152
222,490$6.02M+89,889↑ INC
GAGNON SECURITIES LLCCIK 0001125725
220,610$5.97M-101,443↓ DEC
MORGAN STANLEYCIK 0000895421
218,164$5.90M-226,099↓ DEC
Interval Partners, LPCIK 0001590228
211,415$5.72M-35,386↓ DEC
NORTHERN TRUST CORPCIK 0000073124
189,818$5.14M+10,971↑ INC
Annis Gardner Whiting Capital Advisors, LLCCIK 0001998414
180,021$4.87M+180,000↑ INC
Simcoe Capital LLCCIK 0002109203
170,356$4.61M+33,471↑ INC
De Lisle Partners LLPCIK 0002011184
168,300$4.56M–no_change

Top Adds (Buyers)

FilerΔ SharesValue
VANGUARD CAPITAL MANAGEMENT LLCNEW
+854,676$23.13M
VANGUARD PORTFOLIO MANAGEMENT LLCNEW
+476,692$12.90M
JPMORGAN CHASE & CO↑ INC
+246,244$6.59M
Annis Gardner Whiting Capital Advisors, LLC↑ INC
+180,000$4.87M
Shay Capital LLC↑ INC
+166,523$6.94M
VANGUARD FIDUCIARY TRUST CONEW
+127,436$3.45M
AQR CAPITAL MANAGEMENT LLC↑ INC
+123,797$3.61M
ROYCE & ASSOCIATES LP↑ INC
+97,000$13.56M
PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C.↑ INC
+89,889$6.02M
BOOTHBAY FUND MANAGEMENT, LLC↑ INC
+84,575$23.26M

Top Trims (Sellers)

FilerΔ SharesValue
Divisadero Street Capital Management, LP↓ DEC
-492,508$4.43M
MORGAN STANLEY↓ DEC
-226,099$5.90M
CITADEL ADVISORS LLC↓ DEC
-201,120$2.21M
ROYAL BANK OF CANADA↓ DEC
-180,187$160.00K
CenterBook Partners LP↓ DEC
-171,476$9.77M
Concentric Capital Strategies, LP↓ DEC
-169,857$2.05M
TWO SIGMA INVESTMENTS, LP↓ DEC
-164,264$1.95M
PRIVATE MANAGEMENT GROUP INC↓ DEC
-123,263$1.67M
GAGNON SECURITIES LLC↓ DEC
-101,443$5.97M
BNP PARIBAS FINANCIAL MARKETS↓ DEC
-98,615$1.43M