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.
| Filer | Shares | Market Value | Δ Shares | Change |
|---|---|---|---|---|
BlackRock, Inc.CIK 0002012383 | 825,765 | $12.87M | +7,795 | ↑ INC |
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119 | 546,561 | $8.52M | +546,561 | NEW |
Ritter Daniher Financial Advisory LLC / DECIK 0001936603 | 544,927 | $8.50M | -300 | ↓ DEC |
DIMENSIONAL FUND ADVISORS LPCIK 0000354204 | 523,527 | $8.16M | +28,883 | ↑ INC |
LCNB CORPCIK 0001074902 | 509,463 | $7.94M | +2,800 | ↑ INC |
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717 | 325,500 | $5.08M | -3,987 | ↓ DEC |
STATE STREET CORPCIK 0000093751 | 182,373 | $2.84M | +1,491 | ↑ INC |
RENAISSANCE TECHNOLOGIES LLCCIK 0001037389 | 156,283 | $2.44M | +18,167 | ↑ INC |
JOHNSON INVESTMENT COUNSEL INCCIK 0000821197 | 136,906 | $2.13M | +58 | ↑ INC |
BRIDGEWAY CAPITAL MANAGEMENT, LLCCIK 0001107261 | 120,429 | $1.88M | +4,723 | ↑ INC |
NORTHERN TRUST CORPCIK 0000073124 | 98,117 | $1.53M | +6,037 | ↑ INC |
AMERICAN FINANCIAL GROUP INCCIK 0001042046 | 93,582 | $1.46M | – | no_change |
GOLDMAN SACHS GROUP INCCIK 0000886982 | 89,798 | $1.40M | +27,416 | ↑ INC |
Kapstone Financial Advisors LLCCIK 0001966087 | 86,067 | $1.34M | – | no_change |
VANGUARD FIDUCIARY TRUST COCIK 0000933478 | 84,381 | $1.32M | +84,381 | NEW |
HORAN Wealth, LLCCIK 0002072569 | 78,601 | $1.29M | – | no_change |
Cetera Investment AdvisersCIK 0001666741 | 79,830 | $1.24M | -1,854 | ↓ DEC |
VANGUARD PORTFOLIO MANAGEMENT LLCCIK 0002100121 | 77,867 | $1.21M | +77,867 | NEW |
MORGAN STANLEYCIK 0000895421 | 67,613 | $1.05M | -320 | ↓ DEC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 63,517 | $990.24K | +42,744 | ↑ INC |
Connor, Clark & Lunn Investment Management Ltd.CIK 0001596800 | 61,622 | $960.69K | +693 | ↑ INC |
Bank of New York Mellon CorpCIK 0001390777 | 56,001 | $873.05K | -231 | ↓ DEC |
LPL Financial LLCCIK 0001403438 | 53,021 | $826.59K | +25,117 | ↑ INC |
SEGALL BRYANT & HAMILL, LLCCIK 0001006378 | 48,158 | $802.31K | -5,648 | ↓ DEC |
HSBC HOLDINGS PLCCIK 0000873630 | 44,165 | $684.56K | +9,699 | ↑ INC |
| Filer | Δ Shares | Value |
|---|---|---|
VANGUARD CAPITAL MANAGEMENT LLCNEW | +546,561 | $8.52M |
VANGUARD FIDUCIARY TRUST CONEW | +84,381 | $1.32M |
VANGUARD PORTFOLIO MANAGEMENT LLCNEW | +77,867 | $1.21M |
RAYMOND JAMES FINANCIAL INC↑ INC | +42,744 | $990.24K |
Kestra Advisory Services, LLCNEW | +29,154 | $454.52K |
DIMENSIONAL FUND ADVISORS LP↑ INC | +28,883 | $8.16M |
GOLDMAN SACHS GROUP INC↑ INC | +27,416 | $1.40M |
LPL Financial LLC↑ INC | +25,117 | $826.59K |
RENAISSANCE TECHNOLOGIES LLC↑ INC | +18,167 | $2.44M |
COMMERCE BANKNEW | +11,953 | $186.35K |
| Filer | Δ Shares | Value |
|---|---|---|
MALTESE CAPITAL MANAGEMENT LLC↓ DEC | -13,013 | $116.72K |
WELLS FARGO & COMPANY/MN↓ DEC | -10,005 | $110.90K |
BARCLAYS PLC↓ DEC | -8,285 | $587.12K |
JANE STREET GROUP, LLC↓ DEC | -6,343 | $157.16K |
SEGALL BRYANT & HAMILL, LLC↓ DEC | -5,648 | $802.31K |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP↓ DEC | -5,036 | $171.57K |
JPMORGAN CHASE & CO↓ DEC | -4,008 | $86.15K |
GEODE CAPITAL MANAGEMENT, LLC↓ DEC | -3,987 | $5.08M |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC↓ DEC | -2,521 | $202.16K |
Cetera Investment Advisers↓ DEC | -1,854 | $1.24M |