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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

Institutions65.7%
Insiders3.9%
Institutions Count101
Institutions 65.7%Insiders 3.9%Float (Other) 30.4%
13F Filers (top 25)25Quarter 2026-03-31
Top-25 Reported Value$109.93MSum of shown holders' market value
Net Position Change10 adds · 10 trimsLargest movers this quarter

Top Holders by Value

25 shown
FilerSharesMarket ValueΔ SharesChange
MACQUARIE GROUP LTDCIK 0001418333
3,023,750$21.56M–no_change
Kanen Wealth Management LLCCIK 0001681614
2,680,968$19.12M-2,461↓ DEC
BlackRock, Inc.CIK 0002012383
2,066,764$14.74M-24,122↓ DEC
PRIVATE MANAGEMENT GROUP INCCIK 0001142031
1,272,879$9.08M-17,633↓ DEC
683 Capital Management, LLCCIK 0001404574
1,048,496$7.48M-12,548↓ DEC
Potomac Capital Management, Inc.CIK 0001418746
616,600$4.40M-33,900↓ DEC
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717
571,252$4.07M+4,390↑ INC
STATE STREET CORPCIK 0000093751
472,835$3.37M+3,410↑ INC
CDC Financial, Inc.CIK 0002077836
452,445$3.23M+133,436↑ INC
PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C.CIK 0001166152
358,192$2.55M–no_change
KENNEDY CAPITAL MANAGEMENT LLCCIK 0000884589
333,699$2.38M+7,313↑ INC
Russell Investments Group, Ltd.CIK 0001692234
316,930$2.26M+39,614↑ INC
GAMCO INVESTORS, INC. ET ALCIK 0000807249
283,300$2.02M-4,000↓ DEC
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119
271,186$1.93M+271,186NEW
DIMENSIONAL FUND ADVISORS LPCIK 0000354204
207,401$1.48M-6,674↓ DEC
GABELLI FUNDS LLCCIK 0001081407
205,000$1.46M+18,000↑ INC
Teton Advisors, LLCCIK 0002086025
202,900$1.45M–no_change
NORTHERN TRUST CORPCIK 0000073124
201,400$1.44M-138↓ DEC
SEI INVESTMENTS COCIK 0000350894
152,803$1.09M+75,882↑ INC
VANGUARD FIDUCIARY TRUST COCIK 0000933478
150,318$1.07M+150,318NEW
VANGUARD PORTFOLIO MANAGEMENT LLCCIK 0002100121
147,819$1.05M+147,819NEW
GOLDMAN SACHS GROUP INCCIK 0000886982
121,964$869.60K+20,189↑ INC
Bank of New York Mellon CorpCIK 0001390777
91,828$654.73K-2,756↓ DEC
SUSQUEHANNA INTERNATIONAL GROUP, LLPCIK 0001446194
90,622$646.13K-91,778↓ DEC
SummerHaven Investment Management, LLCCIK 0001846436
77,138$549.99K-17,545↓ DEC

Top Adds (Buyers)

FilerΔ SharesValue
VANGUARD CAPITAL MANAGEMENT LLCNEW
+271,186$1.93M
VANGUARD FIDUCIARY TRUST CONEW
+150,318$1.07M
VANGUARD PORTFOLIO MANAGEMENT LLCNEW
+147,819$1.05M
CDC Financial, Inc.↑ INC
+133,436$3.23M
SEI INVESTMENTS CO↑ INC
+75,882$1.09M
Russell Investments Group, Ltd.↑ INC
+39,614$2.26M
GOLDMAN SACHS GROUP INC↑ INC
+20,189$869.60K
UBS Group AG↑ INC
+19,159$202.84K
LSV ASSET MANAGEMENT↑ INC
+18,627$204.00
GABELLI FUNDS LLC↑ INC
+18,000$1.46M

Top Trims (Sellers)

FilerΔ SharesValue
PRELUDE CAPITAL MANAGEMENT, LLC↓ DEC
-183,468$77.00K
SUSQUEHANNA INTERNATIONAL GROUP, LLP↓ DEC
-91,778$646.13K
MORGAN STANLEY↓ DEC
-39,073$392.37K
BARCLAYS PLC↓ DEC
-34,971$82.45K
Potomac Capital Management, Inc.↓ DEC
-33,900$4.40M
MARSHALL WACE, LLP↓ DEC
-29,616$147.46K
BlackRock, Inc.↓ DEC
-24,122$14.74M
WELLS FARGO & COMPANY/MN↓ DEC
-18,258$64.68K
PRIVATE MANAGEMENT GROUP INC↓ DEC
-17,633$9.08M
SummerHaven Investment Management, LLC↓ DEC
-17,545$549.99K