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

Institutions89.2%
Insiders2.5%
Institutions Count131
Institutions 89.2%Insiders 2.5%Float (Other) 8.3%
13F Filers (top 25)25Quarter 2026-03-31
Top-25 Reported Value$249.80MSum of shown holders' market value
Net Position Change10 adds · 10 trimsLargest movers this quarter

Top Holders by Value

25 shown
FilerSharesMarket ValueΔ SharesChange
WESTWOOD HOLDINGS GROUP INCCIK 0001165002
2,131,672$37.54M+102,533↑ INC
AMERICAN CENTURY COMPANIES INCCIK 0000748054
1,868,826$32.91M+34,240↑ INC
FRANKLIN RESOURCES INCCIK 0000038777
1,662,404$29.27M+363,313↑ INC
BlackRock, Inc.CIK 0002012383
1,253,678$22.08M+52,926↑ INC
SILVERCREST ASSET MANAGEMENT GROUP LLCCIK 0001232395
699,968$12.33M-73,827↓ DEC
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119
675,915$11.90M+675,915NEW
CIBC Bancorp USA Inc.CIK 0001711924
634,788$11.18M+274,933↑ INC
Yaupon Capital Management LPCIK 0001755028
544,208$9.58M+76,848↑ INC
AMERIPRISE FINANCIAL INCCIK 0000820027
473,903$8.35M+5,268↑ INC
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717
367,022$6.47M+20,284↑ INC
STATE STREET CORPCIK 0000093751
347,028$6.11M+3,890↑ INC
RENAISSANCE TECHNOLOGIES LLCCIK 0001037389
337,100$5.94M+249,600↑ INC
MARSHALL WACE, LLPCIK 0001318757
336,456$5.92M+230,043↑ INC
MORGAN STANLEYCIK 0000895421
330,942$5.83M+74,381↑ INC
BANK OF AMERICA CORP /DE/CIK 0000070858
325,748$5.74M+165,690↑ INC
UBS Group AGCIK 0001610520
321,972$5.67M+85,385↑ INC
Russell Investments Group, Ltd.CIK 0001692234
282,372$4.97M+34,326↑ INC
SEI INVESTMENTS COCIK 0000350894
275,422$4.85M+166,810↑ INC
CI INVESTMENTS INC.CIK 0001163648
275,132$4.85M+8,673↑ INC
BNP PARIBAS FINANCIAL MARKETSCIK 0001166588
249,422$4.39M+19,917↑ INC
1492 Capital Management LLCCIK 0001584087
173,291$3.05M-85,800↓ DEC
RR Advisors, LLCCIK 0001322613
165,986$2.92M–no_change
CITADEL ADVISORS LLCCIK 0001423053
162,458$2.86M+56,952↑ INC
Walleye Capital LLCCIK 0001758720
146,557$2.58M+62,343↑ INC
AQR CAPITAL MANAGEMENT LLCCIK 0001167557
142,806$2.51M+30,875↑ INC

Top Adds (Buyers)

FilerΔ SharesValue
VANGUARD CAPITAL MANAGEMENT LLCNEW
+675,915$11.90M
FRANKLIN RESOURCES INC↑ INC
+363,313$29.27M
CIBC Bancorp USA Inc.↑ INC
+274,933$11.18M
RENAISSANCE TECHNOLOGIES LLC↑ INC
+249,600$5.94M
MARSHALL WACE, LLP↑ INC
+230,043$5.92M
SEI INVESTMENTS CO↑ INC
+166,810$4.85M
BANK OF AMERICA CORP /DE/↑ INC
+165,690$5.74M
VANGUARD PORTFOLIO MANAGEMENT LLCNEW
+114,859$2.02M
WESTWOOD HOLDINGS GROUP INC↑ INC
+102,533$37.54M
VANGUARD FIDUCIARY TRUST CONEW
+100,316$1.77M

Top Trims (Sellers)

FilerΔ SharesValue
THOMIST CAPITAL MANAGEMENT, LP↓ DEC
-191,025$207.27K
MILLENNIUM MANAGEMENT LLC↓ DEC
-167,668$2.25M
Trexquant Investment LP↓ DEC
-119,059$1.27M
JPMORGAN CHASE & CO↓ DEC
-95,344$867.65K
1492 Capital Management LLC↓ DEC
-85,800$3.05M
Nuveen, LLC↓ DEC
-84,554$1.72M
SILVERCREST ASSET MANAGEMENT GROUP LLC↓ DEC
-73,827$12.33M
XTX Topco Ltd↓ DEC
-32,676$719.26K
Boston Partners↓ DEC
-24,360$648.14K
BARCLAYS PLC↓ DEC
-21,289$55.81K