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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

Institutions0.3%
Insiders0.0%
Institutions Count72
Institutions 0.3%Insiders 0.0%Float (Other) 99.7%
13F Filers (top 25)25Quarter 2026-03-31
Top-25 Reported Value$74.50MSum of shown holders' market value
Net Position Change10 adds · 10 trimsLargest movers this quarter

Top Holders by Value

25 shown
FilerSharesMarket ValueΔ SharesChange
RENAISSANCE TECHNOLOGIES LLCCIK 0001037389
1,117,990$40.00M-7,200↓ DEC
BlackRock, Inc.CIK 0002012383
254,326$9.10M+9,646↑ INC
DIMENSIONAL FUND ADVISORS LPCIK 0000354204
92,254$3.30M+335↑ INC
O'SHAUGHNESSY ASSET MANAGEMENT, LLCCIK 0001423442
79,723$2.85M+53,702↑ INC
Vanguard Personalized Indexing Management, LLCCIK 0001767306
68,710$2.46M-4,670↓ DEC
ENVESTNET ASSET MANAGEMENT INCCIK 0001407543
54,739$1.96M+27,200↑ INC
SUSQUEHANNA INTERNATIONAL GROUP, LLPCIK 0001446194
46,000$1.65M+10,600↑ INC
Creative PlanningCIK 0001540235
44,829$1.60M+2,953↑ INC
RENAISSANCE GROUP LLCCIK 0000944234
35,180$1.26M-1,064↓ DEC
MARSHALL WACE, LLPCIK 0001318757
32,603$1.17M+18,907↑ INC
TWO SIGMA INVESTMENTS, LPCIK 0001179392
30,221$1.08M+16,231↑ INC
CITADEL ADVISORS LLCCIK 0001423053
24,862$889.56K+8,594↑ INC
RHUMBLINE ADVISERSCIK 0001115418
24,393$872.78K+3,146↑ INC
Ballentine Partners, LLCCIK 0001374889
22,876$818.50K+1,355↑ INC
Parvin Asset Management, LLCCIK 0002056764
21,770$778.93K-475↓ DEC
SIGNATUREFD, LLCCIK 0001456048
20,897$747.70K-340↓ DEC
Quadrature Capital LtdCIK 0001651424
19,933$713.20K+19,933NEW
Caprock Group, LLCCIK 0001610769
16,397$586.68K+4,454↑ INC
LPL Financial LLCCIK 0001403438
13,469$481.92K+2,411↑ INC
BANK OF AMERICA CORP /DE/CIK 0000070858
12,922$462.35K-774↓ DEC
MILLENNIUM MANAGEMENT LLCCIK 0001273087
10,729$383.88K+2,793↑ INC
Connor, Clark & Lunn Investment Management Ltd.CIK 0001596800
10,134$362.60K+1,355↑ INC
LVW Advisors, LLCCIK 0001576053
9,488$339.48K+9,488NEW
JANE STREET GROUP, LLCCIK 0001595888
9,113$326.06K-1,649↓ DEC
XTX Topco LtdCIK 0001828301
8,666$310.07K+8,666NEW

Top Adds (Buyers)

FilerΔ SharesValue
O'SHAUGHNESSY ASSET MANAGEMENT, LLC↑ INC
+53,702$2.85M
ENVESTNET ASSET MANAGEMENT INC↑ INC
+27,200$1.96M
Quadrature Capital LtdNEW
+19,933$713.20K
MARSHALL WACE, LLP↑ INC
+18,907$1.17M
TWO SIGMA INVESTMENTS, LP↑ INC
+16,231$1.08M
SUSQUEHANNA INTERNATIONAL GROUP, LLP↑ INC
+10,600$1.65M
BlackRock, Inc.↑ INC
+9,646$9.10M
LVW Advisors, LLCNEW
+9,488$339.48K
XTX Topco LtdNEW
+8,666$310.07K
CITADEL ADVISORS LLC↑ INC
+8,594$889.56K

Top Trims (Sellers)

FilerΔ SharesValue
ACADIAN ASSET MANAGEMENT LLC↓ DEC
-27,731$8.06K
UBS Group AG↓ DEC
-18,367$36.00
RENAISSANCE TECHNOLOGIES LLC↓ DEC
-7,200$40.00M
Vanguard Personalized Indexing Management, LLC↓ DEC
-4,670$2.46M
JANE STREET GROUP, LLC↓ DEC
-1,649$326.06K
RENAISSANCE GROUP LLC↓ DEC
-1,064$1.26M
BANK OF AMERICA CORP /DE/↓ DEC
-774$462.35K
Bell Investment Advisors, Inc↓ DEC
-746$23.36K
Parvin Asset Management, LLC↓ DEC
-475$778.93K
SIGNATUREFD, LLC↓ DEC
-340$747.70K