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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

Institutions54.9%
Insiders10.6%
Institutions Count105
Institutions 54.9%Insiders 10.6%Float (Other) 34.5%
13F Filers (top 25)25Quarter 2026-03-31
Top-25 Reported Value$176.17MSum 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
1,102,825$30.07M+104,700↑ INC
Fourthstone LLCCIK 0001767803
827,389$22.56M+131,397↑ INC
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119
588,427$16.05M+588,427NEW
DIMENSIONAL FUND ADVISORS LPCIK 0000354204
437,405$11.93M+26,842↑ INC
ALLIANCEBERNSTEIN L.P.CIK 0001109448
401,085$10.72M-53,500↓ DEC
BANC FUNDS CO LLCCIK 0001029311
306,896$8.20M–no_change
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717
300,099$8.19M+76,766↑ INC
ROYCE & ASSOCIATES LPCIK 0000906304
292,086$7.97M-3,748↓ DEC
WELLINGTON MANAGEMENT GROUP LLPCIK 0000902219
250,797$6.84M-31,630↓ DEC
HighTower Advisors, LLCCIK 0001462245
211,918$5.78M+201,917↑ INC
STATE STREET CORPCIK 0000093751
177,013$4.85M+42,071↑ INC
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPCIK 0001164508
163,271$4.45M+54,447↑ INC
MALTESE CAPITAL MANAGEMENT LLCCIK 0001040762
157,000$4.28M-15,138↓ DEC
VANGUARD PORTFOLIO MANAGEMENT LLCCIK 0002100121
141,922$3.87M+141,922NEW
KENNEDY CAPITAL MANAGEMENT LLCCIK 0000884589
141,775$3.87M+4,550↑ INC
BRIDGEWAY CAPITAL MANAGEMENT, LLCCIK 0001107261
136,366$3.72M+5,746↑ INC
Bank of New York Mellon CorpCIK 0001390777
123,244$3.36M+87,095↑ INC
NORTHERN TRUST CORPCIK 0000073124
114,933$3.13M+27,187↑ INC
RENAISSANCE TECHNOLOGIES LLCCIK 0001037389
105,250$2.87M+56,075↑ INC
AMERICAN CENTURY COMPANIES INCCIK 0000748054
97,273$2.65M-24,738↓ DEC
MORGAN STANLEYCIK 0000895421
91,643$2.50M+31,930↑ INC
AlTi Global, Inc.CIK 0001838615
86,568$2.37M+86,568NEW
VANGUARD FIDUCIARY TRUST COCIK 0000933478
77,704$2.12M+77,704NEW
Kestra Advisory Services, LLCCIK 0001830819
73,956$2.02M-8,128↓ DEC
Glass Wealth Management Co LLCCIK 0002017692
66,586$1.82M+66,586NEW

Top Adds (Buyers)

FilerΔ SharesValue
VANGUARD CAPITAL MANAGEMENT LLCNEW
+588,427$16.05M
HighTower Advisors, LLC↑ INC
+201,917$5.78M
VANGUARD PORTFOLIO MANAGEMENT LLCNEW
+141,922$3.87M
Fourthstone LLC↑ INC
+131,397$22.56M
BlackRock, Inc.↑ INC
+104,700$30.07M
Bank of New York Mellon Corp↑ INC
+87,095$3.36M
AlTi Global, Inc.NEW
+86,568$2.37M
VANGUARD FIDUCIARY TRUST CONEW
+77,704$2.12M
GEODE CAPITAL MANAGEMENT, LLC↑ INC
+76,766$8.19M
Glass Wealth Management Co LLCNEW
+66,586$1.82M

Top Trims (Sellers)

FilerΔ SharesValue
ALLIANCEBERNSTEIN L.P.↓ DEC
-53,500$10.72M
WELLINGTON MANAGEMENT GROUP LLP↓ DEC
-31,630$6.84M
AMERICAN CENTURY COMPANIES INC↓ DEC
-24,738$2.65M
MALTESE CAPITAL MANAGEMENT LLC↓ DEC
-15,138$4.28M
HSBC HOLDINGS PLC↓ DEC
-14,885$1.37M
BARCLAYS PLC↓ DEC
-14,815$547.77K
Kestra Advisory Services, LLC↓ DEC
-8,128$2.02M
LOS ANGELES CAPITAL MANAGEMENT LLC↓ DEC
-7,154$428.30K
TWO SIGMA INVESTMENTS, LP↓ DEC
-6,629$674.55K
MILLENNIUM MANAGEMENT LLC↓ DEC
-6,352$641.85K