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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

Institutions4.1%
Insiders0.0%
Institutions Count173
Institutions 4.1%Insiders 0.0%Float (Other) 95.9%
13F Filers (top 25)25Quarter 2026-03-31
Top-25 Reported Value$293.24MSum of shown holders' market value
Net Position Change10 adds · 10 trimsLargest movers this quarter

Top Holders by Value

25 shown
FilerSharesMarket ValueΔ SharesChange
MORGAN STANLEYCIK 0000895421
6,610,804$94.20M+573,651↑ INC
BlackRock, Inc.CIK 0002012383
1,835,050$26.15M+163,835↑ INC
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119
1,285,911$18.32M+1,285,911NEW
AMERIPRISE FINANCIAL INCCIK 0000820027
1,096,135$14.67M+1,072,937↑ INC
STATE STREET CORPCIK 0000093751
934,367$13.31M+51,101↑ INC
AMERICAN CENTURY COMPANIES INCCIK 0000748054
835,978$11.91M+150,702↑ INC
GOLDMAN SACHS GROUP INCCIK 0000886982
825,006$11.76M-22,896↓ DEC
Capital Wealth Planning, LLCCIK 0001566728
785,841$11.20M+190,343↑ INC
DIMENSIONAL FUND ADVISORS LPCIK 0000354204
703,552$10.00M-446↓ DEC
ASSETMARK, INCCIK 0001344551
644,041$9.18M+350,337↑ INC
Qube Research & Technologies LtdCIK 0001729829
571,668$8.15M+517,373↑ INC
JPMORGAN CHASE & COCIK 0000019617
573,686$7.81M+264,464↑ INC
Point72 Asset Management, L.P.CIK 0001603466
526,476$7.50M+173,066↑ INC
Quantinno Capital Management LPCIK 0001759654
480,867$6.85M+156,227↑ INC
GABELLI FUNDS LLCCIK 0001081407
381,000$5.43M–no_change
NORTHERN TRUST CORPCIK 0000073124
357,047$5.09M-75,763↓ DEC
JANE STREET GROUP, LLCCIK 0001595888
334,497$4.77M+317,297↑ INC
Ramirez Asset Management, Inc.CIK 0001992110
308,754$4.51M+50,762↑ INC
VOLORIDGE INVESTMENT MANAGEMENT, LLCCIK 0001556921
281,023$4.00M+281,023NEW
BANK OF AMERICA CORP /DE/CIK 0000070858
249,280$3.55M+214,535↑ INC
UBS Group AGCIK 0001610520
225,363$3.21M-19,325↓ DEC
Vanguard Personalized Indexing Management, LLCCIK 0001767306
213,852$3.05M+5,540↑ INC
Kopernik Global Investors, LLCCIK 0001599814
207,140$2.95M-61,011↓ DEC
Vident Advisory, LLCCIK 0001744347
203,118$2.89M+27,227↑ INC
BNP PARIBAS FINANCIAL MARKETSCIK 0001166588
193,324$2.75M+78,778↑ INC

Top Adds (Buyers)

FilerΔ SharesValue
VANGUARD CAPITAL MANAGEMENT LLCNEW
+1,285,911$18.32M
AMERIPRISE FINANCIAL INC↑ INC
+1,072,937$14.67M
MORGAN STANLEY↑ INC
+573,651$94.20M
Qube Research & Technologies Ltd↑ INC
+517,373$8.15M
ASSETMARK, INC↑ INC
+350,337$9.18M
JANE STREET GROUP, LLC↑ INC
+317,297$4.77M
VOLORIDGE INVESTMENT MANAGEMENT, LLCNEW
+281,023$4.00M
JPMORGAN CHASE & CO↑ INC
+264,464$7.81M
BANK OF AMERICA CORP /DE/↑ INC
+214,535$3.55M
Capital Wealth Planning, LLC↑ INC
+190,343$11.20M

Top Trims (Sellers)

FilerΔ SharesValue
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP↓ DEC
-1,266,767$1.66M
VAN ECK ASSOCIATES CORP↓ DEC
-336,407$15.00
CITADEL ADVISORS LLC↓ DEC
-152,611$1.28M
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO↓ DEC
-96,907$35.58K
NORTHERN TRUST CORP↓ DEC
-75,763$5.09M
Kopernik Global Investors, LLC↓ DEC
-61,011$2.95M
LAZARD ASSET MANAGEMENT LLC↓ DEC
-45,186$1.95M
Connor, Clark & Lunn Investment Management Ltd.↓ DEC
-43,863$2.68M
Vestmark Advisory Solutions, Inc.↓ DEC
-39,890$178.48K
Aquatic Capital Management LLC↓ DEC
-29,580$186.22K