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

Institutions15.2%
Insiders0.2%
Institutions Count116
Institutions 15.2%Insiders 0.2%Float (Other) 84.5%
13F Filers (top 25)25Quarter 2026-03-31
Top-25 Reported Value$102.59MSum of shown holders' market value
Net Position Change10 adds · 10 trimsLargest movers this quarter

Top Holders by Value

25 shown
FilerSharesMarket ValueΔ SharesChange
DIMENSIONAL FUND ADVISORS LPCIK 0000354204
3,117,852$20.48M-43,553↓ DEC
Boston PartnersCIK 0001386060
2,986,036$19.62M+24,960↑ INC
BlackRock, Inc.CIK 0002012383
1,638,247$10.76M-28,182↓ DEC
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119
970,205$6.37M+970,205NEW
Bank of New York Mellon CorpCIK 0001390777
804,588$5.29M+35,224↑ INC
Russell Investments Group, Ltd.CIK 0001692234
729,513$4.79M+180,740↑ INC
RENAISSANCE TECHNOLOGIES LLCCIK 0001037389
579,432$3.81M-88,965↓ DEC
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717
561,555$3.69M+20,460↑ INC
STATE STREET CORPCIK 0000093751
506,809$3.33M+1,316↑ INC
BANK OF AMERICA CORP /DE/CIK 0000070858
416,696$2.74M+24,185↑ INC
MORGAN STANLEYCIK 0000895421
406,392$2.67M+162,967↑ INC
GOLDMAN SACHS GROUP INCCIK 0000886982
341,809$2.25M+98,529↑ INC
AQR CAPITAL MANAGEMENT LLCCIK 0001167557
308,763$2.03M+64,168↑ INC
LUMINUS MANAGEMENT LLCCIK 0001279151
270,000$1.77M-165,459↓ DEC
JACOBS LEVY EQUITY MANAGEMENT, INCCIK 0000884414
231,648$1.52M-2,026↓ DEC
JANE STREET GROUP, LLCCIK 0001595888
221,796$1.46M+29,047↑ INC
BNP PARIBAS FINANCIAL MARKETSCIK 0001166588
211,579$1.39M+49,448↑ INC
VANGUARD PORTFOLIO MANAGEMENT LLCCIK 0002100121
191,700$1.26M+191,700NEW
CITADEL ADVISORS LLCCIK 0001423053
184,623$1.21M-285,093↓ DEC
Monaco Asset Management SAMCIK 0001803593
182,303$1.20M+142,303↑ INC
NORTHERN TRUST CORPCIK 0000073124
177,188$1.16M+14,460↑ INC
CHARLES SCHWAB INVESTMENT MANAGEMENT INCCIK 0000884546
170,911$1.12M-5,051↓ DEC
PDT Partners, LLCCIK 0001564702
164,770$1.08M-2,500↓ DEC
VANGUARD FIDUCIARY TRUST COCIK 0000933478
140,278$921.63K+140,278NEW
Creative PlanningCIK 0001540235
100,662$661.35K+5,320↑ INC

Top Adds (Buyers)

FilerΔ SharesValue
VANGUARD CAPITAL MANAGEMENT LLCNEW
+970,205$6.37M
VANGUARD PORTFOLIO MANAGEMENT LLCNEW
+191,700$1.26M
Russell Investments Group, Ltd.↑ INC
+180,740$4.79M
MORGAN STANLEY↑ INC
+162,967$2.67M
Monaco Asset Management SAM↑ INC
+142,303$1.20M
VANGUARD FIDUCIARY TRUST CONEW
+140,278$921.63K
GOLDMAN SACHS GROUP INC↑ INC
+98,529$2.25M
UBS Group AG↑ INC
+71,029$622.40K
AQR CAPITAL MANAGEMENT LLC↑ INC
+64,168$2.03M
Point72 Asset Management, L.P.NEW
+62,042$407.62K

Top Trims (Sellers)

FilerΔ SharesValue
CITADEL ADVISORS LLC↓ DEC
-285,093$1.21M
LUMINUS MANAGEMENT LLC↓ DEC
-165,459$1.77M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC↓ DEC
-90,425$1.82K
RENAISSANCE TECHNOLOGIES LLC↓ DEC
-88,965$3.81M
ExodusPoint Capital Management, LP↓ DEC
-53,582$283.95K
DIMENSIONAL FUND ADVISORS LP↓ DEC
-43,553$20.48M
STATE OF WISCONSIN INVESTMENT BOARD↓ DEC
-39,380$494.19K
Advisors Asset Management, Inc.↓ DEC
-33,307$317.16K
MILLENNIUM MANAGEMENT LLC↓ DEC
-31,268$480.15K
BARCLAYS PLC↓ DEC
-29,945$26.74K