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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

Institutions45.4%
Insiders19.7%
Institutions Count91
Institutions 45.4%Insiders 19.7%Float (Other) 34.9%
13F Filers (top 25)25Quarter 2026-03-31
Top-25 Reported Value$83.10MSum of shown holders' market value
Net Position Change10 adds · 10 trimsLargest movers this quarter

Top Holders by Value

25 shown
FilerSharesMarket ValueΔ SharesChange
First Light Asset Management, LLCCIK 0001600004
3,768,380$16.28M-442,132↓ DEC
Topline Capital Management, LLCCIK 0001792549
3,514,911$15.18M-426,103↓ DEC
BlackRock, Inc.CIK 0002012383
2,371,826$10.25M-20,885↓ DEC
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119
1,686,224$7.28M+1,686,224NEW
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717
1,051,208$4.54M+28,348↑ INC
Simcoe Capital LLCCIK 0002109203
811,247$3.50M+136,322↑ INC
Meros Investment Management, LPCIK 0001911372
760,451$3.29M-21,935↓ DEC
Empire Financial Management Company, LLCCIK 0001971875
703,139$3.04M–no_change
STATE STREET CORPCIK 0000093751
649,229$2.80M+46,584↑ INC
Archon Capital Management LLCCIK 0001398825
642,923$2.78M+5,263↑ INC
Russell Investments Group, Ltd.CIK 0001692234
423,419$1.83M+227,646↑ INC
MORGAN STANLEYCIK 0000895421
369,026$1.59M-58,000↓ DEC
NORTHERN TRUST CORPCIK 0000073124
322,252$1.39M+9,454↑ INC
VANGUARD FIDUCIARY TRUST COCIK 0000933478
306,453$1.32M+306,453NEW
VANGUARD PORTFOLIO MANAGEMENT LLCCIK 0002100121
255,455$1.10M+255,455NEW
ROYAL BANK OF CANADACIK 0001000275
235,804$1.02M+102,800↑ INC
GOLDMAN SACHS GROUP INCCIK 0000886982
225,756$975.27K+56,407↑ INC
ALBION FINANCIAL GROUP /UTCIK 0001054677
216,374$934.74K–no_change
WHITE PINE CAPITAL LLCCIK 0001137429
182,545$788.59K-38,654↓ DEC
Qube Research & Technologies LtdCIK 0001729829
179,014$773.34K+139,354↑ INC
Connor, Clark & Lunn Investment Management Ltd.CIK 0001596800
140,743$608.01K+2,231↑ INC
HighMark Wealth Management LLCCIK 0001802451
120,935$522.44K–no_change
CHARLES SCHWAB INVESTMENT MANAGEMENT INCCIK 0000884546
107,881$466.05K-12,783↓ DEC
PNC FINANCIAL SERVICES GROUP, INC.CIK 0000713676
97,005$419.06K–no_change
SEI INVESTMENTS COCIK 0000350894
93,772$405.10K+12,062↑ INC

Top Adds (Buyers)

FilerΔ SharesValue
VANGUARD CAPITAL MANAGEMENT LLCNEW
+1,686,224$7.28M
VANGUARD FIDUCIARY TRUST CONEW
+306,453$1.32M
VANGUARD PORTFOLIO MANAGEMENT LLCNEW
+255,455$1.10M
Russell Investments Group, Ltd.↑ INC
+227,646$1.83M
Qube Research & Technologies Ltd↑ INC
+139,354$773.34K
Simcoe Capital LLC↑ INC
+136,322$3.50M
ROYAL BANK OF CANADA↑ INC
+102,800$1.02M
TWO SIGMA INVESTMENTS, LP↑ INC
+61,002$395.91K
STRS OHIONEW
+60,800$262.66K
Hillsdale Investment Management Inc.↑ INC
+59,900$265.68K

Top Trims (Sellers)

FilerΔ SharesValue
First Light Asset Management, LLC↓ DEC
-442,132$16.28M
Topline Capital Management, LLC↓ DEC
-426,103$15.18M
Informed Momentum Co LLC↓ DEC
-59,703$332.70K
BARCLAYS PLC↓ DEC
-58,976$36.57K
RENAISSANCE TECHNOLOGIES LLC↓ DEC
-58,700$198.29K
MORGAN STANLEY↓ DEC
-58,000$1.59M
Centiva Capital, LP↓ DEC
-48,330$81.66K
WHITE PINE CAPITAL LLC↓ DEC
-38,654$788.59K
Squarepoint Ops LLC↓ DEC
-34,033$56.26K
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP↓ DEC
-32,004$79.49K