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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

Institutions42.3%
Insiders17.0%
Institutions Count73
Institutions 42.3%Insiders 17.0%Float (Other) 40.7%
13F Filers (top 25)25Quarter 2026-03-31
Top-25 Reported Value$123.26MSum of shown holders' market value
Net Position Change10 adds · 10 trimsLargest movers this quarter

Top Holders by Value

25 shown
FilerSharesMarket ValueΔ SharesChange
Stilwell Value LLCCIK 0001397076
3,363,450$35.08M–no_change
Greenhaven Road Investment Management, L.P.CIK 0001741129
1,851,776$19.31M-32,753↓ DEC
Capricorn Fund Managers LtdCIK 0001901361
1,784,893$18.62M+1,784,893NEW
BlackRock, Inc.CIK 0002012383
1,140,588$11.90M-33,276↓ DEC
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119
734,359$7.66M+734,359NEW
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717
478,315$4.99M+7,908↑ INC
Belpointe Asset Management LLCCIK 0001721242
360,511$3.76M+4,100↑ INC
RENAISSANCE TECHNOLOGIES LLCCIK 0001037389
319,670$3.33M+58,290↑ INC
STATE STREET CORPCIK 0000093751
303,808$3.17M+17,490↑ INC
BARD ASSOCIATES INCCIK 0001105907
277,858$2.90M-1,216↓ DEC
NORTHERN TRUST CORPCIK 0000073124
167,535$1.75M+51,323↑ INC
VANGUARD FIDUCIARY TRUST COCIK 0000933478
139,126$1.45M+139,126NEW
Waverly Advisors, LLCCIK 0001568787
125,000$1.30M+125,000NEW
GOLDMAN SACHS GROUP INCCIK 0000886982
124,767$1.30M+76,478↑ INC
VANGUARD PORTFOLIO MANAGEMENT LLCCIK 0002100121
124,765$1.30M+124,765NEW
Squarepoint Ops LLCCIK 0001642575
73,763$769.35K+28,605↑ INC
CITADEL ADVISORS LLCCIK 0001423053
71,506$745.81K-32,992↓ DEC
Steward Partners Investment Advisory, LLCCIK 0001723397
68,153$710.84K+19,704↑ INC
STIFEL FINANCIAL CORPCIK 0000720672
66,000$688.38K-12,250↓ DEC
CHARLES SCHWAB INVESTMENT MANAGEMENT INCCIK 0000884546
52,921$551.97K-5,074↓ DEC
BANK OF AMERICA CORP /DE/CIK 0000070858
46,605$486.09K+2,923↑ INC
Bank of New York Mellon CorpCIK 0001390777
42,032$438.39K-2,050↓ DEC
MORGAN STANLEYCIK 0000895421
39,987$417.06K-11,955↓ DEC
BRIDGEWAY CAPITAL MANAGEMENT, LLCCIK 0001107261
31,100$324.37K–no_change
STATE OF WISCONSIN INVESTMENT BOARDCIK 0000854157
29,181$304.36K+11,681↑ INC

Top Adds (Buyers)

FilerΔ SharesValue
Capricorn Fund Managers LtdNEW
+1,784,893$18.62M
VANGUARD CAPITAL MANAGEMENT LLCNEW
+734,359$7.66M
VANGUARD FIDUCIARY TRUST CONEW
+139,126$1.45M
Waverly Advisors, LLCNEW
+125,000$1.30M
VANGUARD PORTFOLIO MANAGEMENT LLCNEW
+124,765$1.30M
GOLDMAN SACHS GROUP INC↑ INC
+76,478$1.30M
RENAISSANCE TECHNOLOGIES LLC↑ INC
+58,290$3.33M
NORTHERN TRUST CORP↑ INC
+51,323$1.75M
Squarepoint Ops LLC↑ INC
+28,605$769.35K
Steward Partners Investment Advisory, LLC↑ INC
+19,704$710.84K

Top Trims (Sellers)

FilerΔ SharesValue
BlackRock, Inc.↓ DEC
-33,276$11.90M
CITADEL ADVISORS LLC↓ DEC
-32,992$745.81K
Greenhaven Road Investment Management, L.P.↓ DEC
-32,753$19.31M
BARCLAYS PLC↓ DEC
-28,808$43.00K
SUSQUEHANNA INTERNATIONAL GROUP, LLP↓ DEC
-17,664$274.82K
WELLS FARGO & COMPANY/MN↓ DEC
-15,417$79.89K
STIFEL FINANCIAL CORP↓ DEC
-12,250$688.38K
MORGAN STANLEY↓ DEC
-11,955$417.06K
JANE STREET GROUP, LLC↓ DEC
-9,143$229.97K
UBS Group AG↓ DEC
-7,328$101.66K