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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

Institutions3.0%
Insiders0.1%
Institutions Count274
Institutions 3.0%Insiders 0.1%Float (Other) 96.9%
13F Filers (top 25)25Quarter 2026-03-31
Top-25 Reported Value$786.25MSum of shown holders' market value
Net Position Change10 adds · 10 trimsLargest movers this quarter

Top Holders by Value

25 shown
FilerSharesMarket ValueΔ SharesChange
FMR LLCCIK 0000315066
5,944,003$178.26M+429,675↑ INC
MORGAN STANLEYCIK 0000895421
5,007,215$150.17M-110,727↓ DEC
BANK OF AMERICA CORP /DE/CIK 0000070858
2,893,892$86.79M+25,662↑ INC
TODD ASSET MANAGEMENT LLCCIK 0001071483
1,840,058$55.18M+12,432↑ INC
NORTHERN TRUST CORPCIK 0000073124
1,309,408$39.27M+241,232↑ INC
Cullen Capital Management, LLCCIK 0001362535
1,080,361$32.40M+1,080,361NEW
Clearbridge Investments, LLCCIK 0001348883
1,049,544$31.48M+1,049,544NEW
AMERICAN CENTURY COMPANIES INCCIK 0000748054
962,400$28.86M+200,350↑ INC
BlackRock, Inc.CIK 0002012383
938,967$28.16M+32,224↑ INC
Quantinno Capital Management LPCIK 0001759654
924,415$27.72M+129,739↑ INC
JONES FINANCIAL COMPANIES LLLPCIK 0000815917
606,300$17.75M+605,636↑ INC
ENVESTNET ASSET MANAGEMENT INCCIK 0001407543
511,068$15.33M+397,352↑ INC
WELLS FARGO & COMPANY/MNCIK 0000072971
460,013$13.80M+334,895↑ INC
CHARLES SCHWAB INVESTMENT MANAGEMENT INCCIK 0000884546
352,072$10.56M+67,902↑ INC
EAGLE GLOBAL ADVISORS LLCCIK 0001130787
335,378$10.06M+380↑ INC
JPMORGAN CHASE & COCIK 0000019617
314,142$9.16M+155,629↑ INC
O'SHAUGHNESSY ASSET MANAGEMENT, LLCCIK 0001423442
291,079$8.73M+42,969↑ INC
RAYMOND JAMES FINANCIAL INCCIK 0000720005
209,552$6.28M+191,391↑ INC
Gilman Hill Asset Management, LLCCIK 0001551969
203,157$6.09M+3,808↑ INC
Boston Common Asset Management, LLCCIK 0001409427
175,172$5.25M-1,223↓ DEC
AQR CAPITAL MANAGEMENT LLCCIK 0001167557
172,045$5.16M+39,938↑ INC
JANE STREET GROUP, LLCCIK 0001595888
167,463$5.02M+160,909↑ INC
MERCER GLOBAL ADVISORS INC /ADVCIK 0000853758
165,800$4.97M+12,532↑ INC
Calamos Advisors LLCCIK 0001316507
163,340$4.90M+163,340NEW
Calamos Wealth Management LLCCIK 0001455258
163,340$4.90M+22,938↑ INC

Top Adds (Buyers)

FilerΔ SharesValue
Cullen Capital Management, LLCNEW
+1,080,361$32.40M
Clearbridge Investments, LLCNEW
+1,049,544$31.48M
NATIXIS ADVISORS, LLC↑ INC
+606,655$23.11K
JONES FINANCIAL COMPANIES LLLP↑ INC
+605,636$17.75M
FMR LLC↑ INC
+429,675$178.26M
ENVESTNET ASSET MANAGEMENT INC↑ INC
+397,352$15.33M
WELLS FARGO & COMPANY/MN↑ INC
+334,895$13.80M
NORTHERN TRUST CORP↑ INC
+241,232$39.27M
AMERICAN CENTURY COMPANIES INC↑ INC
+200,350$28.86M
RAYMOND JAMES FINANCIAL INC↑ INC
+191,391$6.28M

Top Trims (Sellers)

FilerΔ SharesValue
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP↓ DEC
-186,173$576.26K
MORGAN STANLEY↓ DEC
-110,727$150.17M
Henry James International Management Inc.↓ DEC
-89,330$3.34M
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO↓ DEC
-62,685$20.81K
NATIONAL BANK OF CANADA /FI/↓ DEC
-55,994$180.00
Vanguard Personalized Indexing Management, LLC↓ DEC
-46,666$4.04M
Curi Capital, LLC↓ DEC
-41,390$612.44K
BTC Capital Management, Inc.↓ DEC
-32,531$1.57M
GOLDMAN SACHS GROUP INC↓ DEC
-24,443$1.72M
Vestmark Advisory Solutions, Inc.↓ DEC
-15,915$237.61K