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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

Institutions42.9%
Insiders6.6%
Institutions Count26
Institutions 42.9%Insiders 6.6%Float (Other) 50.5%
13F Filers (top 25)25Quarter 2026-03-31
Top-25 Reported Value$10.66MSum of shown holders' market value
Net Position Change9 adds · 10 trimsLargest movers this quarter

Top Holders by Value

25 shown
FilerSharesMarket ValueΔ SharesChange
MORGAN STANLEYCIK 0000895421
1,582,582$4.32M-3,875↓ DEC
DIMENSIONAL FUND ADVISORS LPCIK 0000354204
694,781$1.90M-22,967↓ DEC
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119
430,765$1.18M+430,765NEW
SEI INVESTMENTS COCIK 0000350894
345,650$943.63K+177,591↑ INC
Moors & Cabot, Inc.CIK 0001607239
169,200$461.92K+4,500↑ INC
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717
118,953$324.82K+1,260↑ INC
BlackRock, Inc.CIK 0002012383
97,263$265.53K-1,032↓ DEC
RENAISSANCE TECHNOLOGIES LLCCIK 0001037389
89,400$244.06K-9,200↓ DEC
CITADEL ADVISORS LLCCIK 0001423053
68,213$186.22K-123,828↓ DEC
BRIDGEWAY CAPITAL MANAGEMENT, LLCCIK 0001107261
62,200$169.81K–no_change
MERCER GLOBAL ADVISORS INC /ADVCIK 0000853758
60,000$163.80K-5,800↓ DEC
VANGUARD FIDUCIARY TRUST COCIK 0000933478
55,867$152.52K+55,867NEW
NORTHERN TRUST CORPCIK 0000073124
33,456$91.33K–no_change
Bensler, LLCCIK 0001965941
30,530$83.35K-2,575↓ DEC
Bank of New York Mellon CorpCIK 0001390777
22,913$62.55K-5,324↓ DEC
STATE STREET CORPCIK 0000093751
20,983$57.28K–no_change
GOLDMAN SACHS GROUP INCCIK 0000886982
11,739$32.05K-2,941↓ DEC
Vanguard Global Advisers, LLCCIK 0001811242
5,634$15.38K+5,634NEW
Tower Research Capital LLC (TRC)CIK 0001533421
1,242$3.39K-776↓ DEC
Tieton Capital Management, LLCCIK 0001381954
758,695$2.07K+30,426↑ INC
UBS Group AGCIK 0001610520
574$1.57K-312↓ DEC
ROYAL BANK OF CANADACIK 0001000275
336$1.00K+32↑ INC
OSAIC HOLDINGS, INC.CIK 0001677044
250$682.00–no_change
SIMPLEX TRADING, LLCCIK 0001488542
217$592.00+211↑ INC
SBI Securities Co., Ltd.CIK 0001851815
66$180.00–no_change

Top Adds (Buyers)

FilerΔ SharesValue
VANGUARD CAPITAL MANAGEMENT LLCNEW
+430,765$1.18M
SEI INVESTMENTS CO↑ INC
+177,591$943.63K
VANGUARD FIDUCIARY TRUST CONEW
+55,867$152.52K
Tieton Capital Management, LLC↑ INC
+30,426$2.07K
Vanguard Global Advisers, LLCNEW
+5,634$15.38K
Moors & Cabot, Inc.↑ INC
+4,500$461.92K
GEODE CAPITAL MANAGEMENT, LLC↑ INC
+1,260$324.82K
SIMPLEX TRADING, LLC↑ INC
+211$592.00
ROYAL BANK OF CANADA↑ INC
+32$1.00K

Top Trims (Sellers)

FilerΔ SharesValue
CITADEL ADVISORS LLC↓ DEC
-123,828$186.22K
DIMENSIONAL FUND ADVISORS LP↓ DEC
-22,967$1.90M
RENAISSANCE TECHNOLOGIES LLC↓ DEC
-9,200$244.06K
MERCER GLOBAL ADVISORS INC /ADV↓ DEC
-5,800$163.80K
Bank of New York Mellon Corp↓ DEC
-5,324$62.55K
MORGAN STANLEY↓ DEC
-3,875$4.32M
GOLDMAN SACHS GROUP INC↓ DEC
-2,941$32.05K
Bensler, LLC↓ DEC
-2,575$83.35K
BlackRock, Inc.↓ DEC
-1,032$265.53K
Tower Research Capital LLC (TRC)↓ DEC
-776$3.39K