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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

Institutions47.0%
Insiders8.9%
Institutions Count74
Institutions 47.0%Insiders 8.9%Float (Other) 44.0%
13F Filers (top 25)25Quarter 2026-03-31
Top-25 Reported Value$89.34MSum 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
875,363$17.75M+3,733↑ INC
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119
537,376$10.90M+537,376NEW
FJ Capital Management LLCCIK 0001599170
412,273$8.36M-672↓ DEC
TOTH FINANCIAL ADVISORY CORPCIK 0000866780
368,621$7.48M-5,858↓ DEC
EVERMAY WEALTH MANAGEMENT LLCCIK 0001066816
349,969$7.10M+1,545↑ INC
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717
295,304$5.99M-52↓ DEC
STATE STREET CORPCIK 0000093751
217,398$4.41M+4,197↑ INC
BANK OF AMERICA CORP /DE/CIK 0000070858
206,711$4.19M-37,394↓ DEC
MAI Capital ManagementCIK 0001040197
198,116$4.02M+2↑ INC
Rhino Investment Partners, IncCIK 0001828776
118,580$2.40M+23,740↑ INC
Fourthstone LLCCIK 0001767803
108,178$2.19M-3,696↓ DEC
Elizabeth Park Capital Advisors, Ltd.CIK 0001600583
105,339$2.14M–no_change
NORTHERN TRUST CORPCIK 0000073124
99,522$2.02M+3,572↑ INC
VANGUARD FIDUCIARY TRUST COCIK 0000933478
79,508$1.61M+79,508NEW
VANGUARD PORTFOLIO MANAGEMENT LLCCIK 0002100121
72,885$1.48M+72,885NEW
Wealthspire Advisors, LLCCIK 0001646247
64,141$1.30M+57,339↑ INC
Meridian Financial Partners LLCCIK 0001763722
57,619$1.18M–no_change
CHARLES SCHWAB INVESTMENT MANAGEMENT INCCIK 0000884546
36,597$742.19K+1,940↑ INC
RENAISSANCE TECHNOLOGIES LLCCIK 0001037389
31,600$640.85K+5,700↑ INC
MARSHALL WACE, LLPCIK 0001318757
31,472$638.25K+31,472NEW
GOLDMAN SACHS GROUP INCCIK 0000886982
31,402$636.83K+8,653↑ INC
Bank of New York Mellon CorpCIK 0001390777
31,207$632.88K-1,251↓ DEC
Nuveen, LLCCIK 0001871926
28,488$577.74K+184↑ INC
Quantinno Capital Management LPCIK 0001759654
25,245$511.97K+9,025↑ INC
AQR CAPITAL MANAGEMENT LLCCIK 0001167557
21,760$441.29K+1,047↑ INC

Top Adds (Buyers)

FilerΔ SharesValue
T. Rowe Price Investment Management, Inc.↑ INC
+1,266,318$39.86K
VANGUARD CAPITAL MANAGEMENT LLCNEW
+537,376$10.90M
VANGUARD FIDUCIARY TRUST CONEW
+79,508$1.61M
VANGUARD PORTFOLIO MANAGEMENT LLCNEW
+72,885$1.48M
Wealthspire Advisors, LLC↑ INC
+57,339$1.30M
MARSHALL WACE, LLPNEW
+31,472$638.25K
Rhino Investment Partners, Inc↑ INC
+23,740$2.40M
ACADIAN ASSET MANAGEMENT LLC↑ INC
+18,996$459.00
KFA Private Wealth Group, LLCNEW
+14,865$301.46K
Quantinno Capital Management LP↑ INC
+9,025$511.97K

Top Trims (Sellers)

FilerΔ SharesValue
BANK OF AMERICA CORP /DE/↓ DEC
-37,394$4.19M
BARCLAYS PLC↓ DEC
-16,667$68.34K
CITADEL ADVISORS LLC↓ DEC
-10,875$413.41K
WELLS FARGO & COMPANY/MN↓ DEC
-8,591$156.55K
TOTH FINANCIAL ADVISORY CORP↓ DEC
-5,858$7.48M
Fourthstone LLC↓ DEC
-3,696$2.19M
JPMORGAN CHASE & CO↓ DEC
-2,808$105.06K
JANE STREET GROUP, LLC↓ DEC
-1,904$222.80K
Bank of New York Mellon Corp↓ DEC
-1,251$632.88K
ROYAL BANK OF CANADA↓ DEC
-676$423.00K