Stockfacts
Use CasesDocsPricing
Log inSign up free
OverviewFinancialsTrendsTranscriptsOptionsInstitutionsInsidersCorporate ActionsSEC Filings
Stockfacts

EOD US-equity data for investors and AI agents

Data is end-of-day, not real-time, and not investment advice

Use CasesDashboard

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

Institutions41.3%
Insiders6.4%
Institutions Count31
Institutions 41.3%Insiders 6.4%Float (Other) 52.3%
13F Filers (top 25)25Quarter 2026-03-31
Top-25 Reported Value$40.58MSum of shown holders' market value
Net Position Change10 adds · 10 trimsLargest movers this quarter

Top Holders by Value

25 shown
FilerSharesMarket ValueΔ SharesChange
NORTHERN TRUST CORPCIK 0000073124
245,964$8.43M-6,364↓ DEC
DIMENSIONAL FUND ADVISORS LPCIK 0000354204
177,339$6.08M-1,424↓ DEC
Minerva Advisors LLCCIK 0001541536
136,705$4.68M+14,842↑ INC
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119
112,513$3.86M+112,513NEW
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.CIK 0001238990
100,702$3.45M+18,867↑ INC
RENAISSANCE TECHNOLOGIES LLCCIK 0001037389
98,511$3.38M-3,400↓ DEC
De Lisle Partners LLPCIK 0002011184
52,626$1.80M–no_change
AMERICAN CENTURY COMPANIES INCCIK 0000748054
49,551$1.70M-3,899↓ DEC
ROYCE & ASSOCIATES LPCIK 0000906304
48,000$1.64M+2,000↑ INC
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717
24,479$839.15K-26↓ DEC
Mink Brook Asset Management LLCCIK 0002052205
21,447$734.99K+9,876↑ INC
NORTHEAST INVESTMENT MANAGEMENTCIK 0001082215
20,000$685.40K–no_change
MORGAN STANLEYCIK 0000895421
19,934$683.14K+2,800↑ INC
VANGUARD FIDUCIARY TRUST COCIK 0000933478
13,084$448.39K+13,084NEW
WEALTH ENHANCEMENT ADVISORY SERVICES, LLCCIK 0001632972
12,694$431.60K+12,694NEW
BRIDGEWAY CAPITAL MANAGEMENT, LLCCIK 0001107261
11,815$404.90K–no_change
STATE STREET CORPCIK 0000093751
10,034$343.87K–no_change
BlackRock, Inc.CIK 0002012383
9,924$340.10K-415↓ DEC
LPL Financial LLCCIK 0001403438
8,000$274.16K+8,000NEW
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPCIK 0001164508
6,617$226.76K-7,343↓ DEC
BARCLAYS PLCCIK 0000312069
2,137$73.23K-320↓ DEC
Vanguard Global Advisers, LLCCIK 0001811242
800$27.42K+800NEW
IFP Advisors, IncCIK 0001641866
585$20.05K–no_change
US BANCORP \DE\CIK 0000036104
500$17.14K–no_change
ROYAL BANK OF CANADACIK 0001000275
400$14.00K–no_change

Top Adds (Buyers)

FilerΔ SharesValue
VANGUARD CAPITAL MANAGEMENT LLCNEW
+112,513$3.86M
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.↑ INC
+18,867$3.45M
Minerva Advisors LLC↑ INC
+14,842$4.68M
VANGUARD FIDUCIARY TRUST CONEW
+13,084$448.39K
WEALTH ENHANCEMENT ADVISORY SERVICES, LLCNEW
+12,694$431.60K
Mink Brook Asset Management LLC↑ INC
+9,876$734.99K
LPL Financial LLCNEW
+8,000$274.16K
MORGAN STANLEY↑ INC
+2,800$683.14K
ROYCE & ASSOCIATES LP↑ INC
+2,000$1.64M
Vanguard Global Advisers, LLCNEW
+800$27.42K

Top Trims (Sellers)

FilerΔ SharesValue
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP↓ DEC
-7,343$226.76K
NORTHERN TRUST CORP↓ DEC
-6,364$8.43M
AMERICAN CENTURY COMPANIES INC↓ DEC
-3,899$1.70M
RENAISSANCE TECHNOLOGIES LLC↓ DEC
-3,400$3.38M
DIMENSIONAL FUND ADVISORS LP↓ DEC
-1,424$6.08M
LSV ASSET MANAGEMENT↓ DEC
-600$58.00
BlackRock, Inc.↓ DEC
-415$340.10K
BARCLAYS PLC↓ DEC
-320$73.23K
Tower Research Capital LLC (TRC)↓ DEC
-113$2.02K
GEODE CAPITAL MANAGEMENT, LLC↓ DEC
-26$839.15K