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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

Institutions57.5%
Insiders26.6%
Institutions Count136
Institutions 57.5%Insiders 26.6%Float (Other) 15.9%
13F Filers (top 25)25Quarter 2026-03-31
Top-25 Reported Value$86.94MSum of shown holders' market value
Net Position Change10 adds · 10 trimsLargest movers this quarter

Top Holders by Value

25 shown
FilerSharesMarket ValueΔ SharesChange
Private Capital Management, LLCCIK 0001588456
4,671,408$17.94M-106,188↓ DEC
BlackRock, Inc.CIK 0002012383
2,772,582$10.65M-135,963↓ DEC
RENAISSANCE TECHNOLOGIES LLCCIK 0001037389
1,888,952$7.25M+339,343↑ INC
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119
1,792,556$6.88M+1,792,556NEW
DIMENSIONAL FUND ADVISORS LPCIK 0000354204
1,541,036$5.92M+8,126↑ INC
CRAWFORD INVESTMENT COUNSEL INCCIK 0000837592
919,143$3.53M+15,000↑ INC
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717
894,485$3.44M+62,589↑ INC
Hillsdale Investment Management Inc.CIK 0001368465
845,203$3.25M+38,500↑ INC
Crestwood Advisors Group, LLCCIK 0001426853
819,090$3.15M–no_change
BLAIR WILLIAM & CO/ILCIK 0000902367
763,637$2.93M-16,140↓ DEC
STATE STREET CORPCIK 0000093751
762,120$2.93M+22,670↑ INC
MORGAN STANLEYCIK 0000895421
690,542$2.65M+68,268↑ INC
JB CAPITAL PARTNERS LPCIK 0001138532
487,641$1.87M–no_change
Bank of New York Mellon CorpCIK 0001390777
485,713$1.87M-8,440↓ DEC
ESSEX INVESTMENT MANAGEMENT CO LLCCIK 0000201772
383,400$1.47M+6,746↑ INC
O'SHAUGHNESSY ASSET MANAGEMENT, LLCCIK 0001423442
379,498$1.46M-391,946↓ DEC
GOLDMAN SACHS GROUP INCCIK 0000886982
338,502$1.30M+9,510↑ INC
Themes Management Co LLCCIK 0002107564
310,400$1.19M+310,400NEW
AQR CAPITAL MANAGEMENT LLCCIK 0001167557
303,596$1.17M+213,050↑ INC
Legato Capital Management LLCCIK 0001442641
298,357$1.15M+56,894↑ INC
Potomac Capital Management, Inc.CIK 0001418746
291,800$1.12M–no_change
NORTHERN TRUST CORPCIK 0000073124
271,665$1.04M+7,630↑ INC
PRUDENTIAL FINANCIAL INCCIK 0001137774
253,955$975.19K+86,091↑ INC
BROWN BROTHERS HARRIMAN & COCIK 0000014661
241,233$926.34K-125,211↓ DEC
RAYMOND JAMES FINANCIAL INCCIK 0000720005
232,896$894.32K-889↓ DEC

Top Adds (Buyers)

FilerΔ SharesValue
VANGUARD CAPITAL MANAGEMENT LLCNEW
+1,792,556$6.88M
RENAISSANCE TECHNOLOGIES LLC↑ INC
+339,343$7.25M
Themes Management Co LLCNEW
+310,400$1.19M
VANGUARD FIDUCIARY TRUST CONEW
+229,211$880.17K
AQR CAPITAL MANAGEMENT LLC↑ INC
+213,050$1.17M
VANGUARD PORTFOLIO MANAGEMENT LLCNEW
+206,436$792.71K
Qube Research & Technologies Ltd↑ INC
+179,741$868.38K
North Star Investment Management Corp.↑ INC
+123,883$494.91K
LPL Financial LLC↑ INC
+93,290$545.28K
PRUDENTIAL FINANCIAL INC↑ INC
+86,091$975.19K

Top Trims (Sellers)

FilerΔ SharesValue
O'SHAUGHNESSY ASSET MANAGEMENT, LLC↓ DEC
-391,946$1.46M
RITHOLTZ WEALTH MANAGEMENT↓ DEC
-342,512$755.41K
BlackRock, Inc.↓ DEC
-135,963$10.65M
LSV ASSET MANAGEMENT↓ DEC
-129,908$1.31K
BROWN BROTHERS HARRIMAN & CO↓ DEC
-125,211$926.34K
Rothschild Wealth LLC↓ DEC
-123,631$137.51K
Private Capital Management, LLC↓ DEC
-106,188$17.94M
SEI INVESTMENTS CO↓ DEC
-87,092$485.34K
CITADEL ADVISORS LLC↓ DEC
-63,735$305.60K
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM↓ DEC
-57,425$231.94K