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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

Institutions34.9%
Insiders65.2%
Institutions Count104
Institutions 34.9%Insiders 65.2%Float (Other) 0.0%
13F Filers (top 25)25Quarter 2026-03-31
Top-25 Reported Value$327.44MSum of shown holders' market value
Net Position Change10 adds · 8 trimsLargest movers this quarter

Top Holders by Value

25 shown
FilerSharesMarket ValueΔ SharesChange
WELLINGTON MANAGEMENT GROUP LLPCIK 0000902219
3,270,966$62.90M+1,453,927↑ INC
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLCCIK 0001644956
1,559,949$30.00M+75,840↑ INC
PRINCIPAL FINANCIAL GROUP INCCIK 0001126328
1,537,054$29.56M+763,766↑ INC
BlackRock, Inc.CIK 0002012383
1,405,042$27.02M+799,661↑ INC
GOLDMAN SACHS GROUP INCCIK 0000886982
1,131,598$21.76M+553,677↑ INC
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.CIK 0001238990
1,115,885$21.46M+1,115,885NEW
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119
1,056,798$20.32M+1,056,798NEW
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717
691,217$13.29M+430,341↑ INC
CITADEL ADVISORS LLCCIK 0001423053
587,498$11.30M+328,171↑ INC
North Reef Capital Management LPCIK 0001867831
532,151$10.23M+292,678↑ INC
MILLENNIUM MANAGEMENT LLCCIK 0001273087
404,349$7.78M+222,420↑ INC
STATE OF WISCONSIN INVESTMENT BOARDCIK 0000854157
374,375$7.20M+24,375↑ INC
STATE STREET CORPCIK 0000093751
366,671$7.14M+186,718↑ INC
Clearbridge Investments, LLCCIK 0001348883
330,392$6.35M+93,449↑ INC
MALTESE CAPITAL MANAGEMENT LLCCIK 0001040762
329,700$6.34M+98,070↑ INC
TWO SIGMA INVESTMENTS, LPCIK 0001179392
315,015$6.06M+150,712↑ INC
AMERICAN CENTURY COMPANIES INCCIK 0000748054
299,043$5.75M+271,046↑ INC
MORGAN STANLEYCIK 0000895421
275,451$5.30M+141,782↑ INC
UBS Group AGCIK 0001610520
254,965$4.90M+205,967↑ INC
Alyeska Investment Group, L.P.CIK 0001453072
247,072$4.75M+97,072↑ INC
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUNDCIK 0001535845
200,000$3.85M–no_change
FRANKLIN RESOURCES INCCIK 0000038777
198,464$3.82M+52,800↑ INC
Brevan Howard Capital Management LPCIK 0001512857
190,000$3.65M+190,000NEW
RENAISSANCE TECHNOLOGIES LLCCIK 0001037389
178,032$3.42M+82,432↑ INC
EJF Capital LPCIK 0001353254
171,092$3.29M+50,107↑ INC

Top Adds (Buyers)

FilerΔ SharesValue
WELLINGTON MANAGEMENT GROUP LLP↑ INC
+1,453,927$62.90M
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.NEW
+1,115,885$21.46M
VANGUARD CAPITAL MANAGEMENT LLCNEW
+1,056,798$20.32M
BlackRock, Inc.↑ INC
+799,661$27.02M
PRINCIPAL FINANCIAL GROUP INC↑ INC
+763,766$29.56M
GOLDMAN SACHS GROUP INC↑ INC
+553,677$21.76M
GEODE CAPITAL MANAGEMENT, LLC↑ INC
+430,341$13.29M
CITADEL ADVISORS LLC↑ INC
+328,171$11.30M
North Reef Capital Management LP↑ INC
+292,678$10.23M
AMERICAN CENTURY COMPANIES INC↑ INC
+271,046$5.75M

Top Trims (Sellers)

FilerΔ SharesValue
Walleye Capital LLC↓ DEC
-5,326$214.88K
CITIGROUP INC↓ DEC
-2,327$62.83K
Tower Research Capital LLC (TRC)↓ DEC
-748$33.34K
PRICE T ROWE ASSOCIATES INC /MD/↓ DEC
-696$304.00
WELLS FARGO & COMPANY/MN↓ DEC
-477$159.65K
PNC FINANCIAL SERVICES GROUP, INC.↓ DEC
-96$1.71K
GAMMA Investing LLC↓ DEC
-36$173.00
Farther Finance Advisors, LLC↓ DEC
-30$58.00