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.
| Filer | Shares | Market Value | Δ Shares | Change |
|---|---|---|---|---|
PARTHENON LLCCIK 0001088859 | 217,053 | $353.80K | – | no_change |
RENAISSANCE TECHNOLOGIES LLCCIK 0001037389 | 95,230 | $155.22K | +2,902 | ↑ INC |
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119 | 36,630 | $59.71K | +36,630 | NEW |
De Lisle Partners LLPCIK 0002011184 | 27,301 | $44.91K | – | no_change |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 25,107 | $40.92K | -1,524 | ↓ DEC |
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717 | 24,801 | $40.44K | +4,726 | ↑ INC |
VANGUARD FIDUCIARY TRUST COCIK 0000933478 | 16,691 | $27.21K | +16,691 | NEW |
OSAIC HOLDINGS, INC.CIK 0001677044 | 9,500 | $15.48K | -8,800 | ↓ DEC |
CALDWELL SUTTER CAPITAL, INC.CIK 0000702007 | 4,200 | $6.85K | – | no_change |
JONES FINANCIAL COMPANIES LLLPCIK 0000815917 | 3,000 | $4.95K | – | no_change |
Tower Research Capital LLC (TRC)CIK 0001533421 | 1,194 | $1.95K | +205 | ↑ INC |
UBS Group AGCIK 0001610520 | 596 | $971.00 | -97 | ↓ DEC |
| Filer | Δ Shares | Value |
|---|---|---|
VANGUARD CAPITAL MANAGEMENT LLCNEW | +36,630 | $59.71K |
VANGUARD FIDUCIARY TRUST CONEW | +16,691 | $27.21K |
GEODE CAPITAL MANAGEMENT, LLC↑ INC | +4,726 | $40.44K |
RENAISSANCE TECHNOLOGIES LLC↑ INC | +2,902 | $155.22K |
Tower Research Capital LLC (TRC)↑ INC | +205 | $1.95K |
| Filer | Δ Shares | Value |
|---|---|---|
OSAIC HOLDINGS, INC.↓ DEC | -8,800 | $15.48K |
BANK OF AMERICA CORP /DE/↓ DEC | -1,524 | $40.92K |
UBS Group AG↓ DEC | -97 | $971.00 |