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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

Institutions27.3%
Insiders3.5%
Institutions Count65
Institutions 27.3%Insiders 3.5%Float (Other) 69.1%
13F Filers (top 25)25Quarter 2026-03-31
Top-25 Reported Value$17.75MSum of shown holders' market value
Net Position Change10 adds · 10 trimsLargest movers this quarter

Top Holders by Value

25 shown
FilerSharesMarket ValueΔ SharesChange
AXA S.A.CIK 0000898427
3,340,780$4.21M–no_change
BlackRock, Inc.CIK 0002012383
2,217,584$2.79M+242,021↑ INC
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119
1,418,818$1.79M+1,418,818NEW
PANORAMIC INVESTMENT ADVISORS, LLCCIK 0001967332
1,383,836$1.74M+1,383,836NEW
Melia Wealth LLCCIK 0001964047
1,383,738$1.74M+395,601↑ INC
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717
1,236,715$1.56M+137,581↑ INC
Russell Investments Group, Ltd.CIK 0001692234
689,566$868.85K+656,579↑ INC
STATE STREET CORPCIK 0000093751
457,224$594.33K+2,540↑ INC
NORTHERN TRUST CORPCIK 0000073124
332,722$419.23K+14,097↑ INC
VANGUARD FIDUCIARY TRUST COCIK 0000933478
288,450$363.45K+288,450NEW
VANGUARD PORTFOLIO MANAGEMENT LLCCIK 0002100121
263,645$332.19K+263,645NEW
DELTEC ASSET MANAGEMENT LLCCIK 0001269950
200,000$252.00K–no_change
SEGALL BRYANT & HAMILL, LLCCIK 0001006378
131,698$180.43K+131,698NEW
GOLDMAN SACHS GROUP INCCIK 0000886982
139,816$176.17K+27,012↑ INC
Bank of New York Mellon CorpCIK 0001390777
113,007$142.39K+1↑ INC
CHARLES SCHWAB INVESTMENT MANAGEMENT INCCIK 0000884546
111,291$140.23K-24,993↓ DEC
EverSource Wealth Advisors, LLCCIK 0001710537
8,538$87.90K+8,503↑ INC
AQR CAPITAL MANAGEMENT LLCCIK 0001167557
61,659$77.69K+51,081↑ INC
BANK OF AMERICA CORP /DE/CIK 0000070858
38,628$48.67K+3,736↑ INC
OSAIC HOLDINGS, INC.CIK 0001677044
36,063$45.44K+8,500↑ INC
Invesco Ltd.CIK 0000914208
34,636$43.64K+1,291↑ INC
RHUMBLINE ADVISERSCIK 0001115418
32,506$40.95K+414↑ INC
FOUNDATIONS INVESTMENT ADVISORS, LLCCIK 0001743404
28,464$35.87K-17,659↓ DEC
NEW YORK STATE COMMON RETIREMENT FUNDCIK 0000810265
25,600$32.26K–no_change
MORGAN STANLEYCIK 0000895421
24,367$30.70K-270,606↓ DEC

Top Adds (Buyers)

FilerΔ SharesValue
VANGUARD CAPITAL MANAGEMENT LLCNEW
+1,418,818$1.79M
PANORAMIC INVESTMENT ADVISORS, LLCNEW
+1,383,836$1.74M
Russell Investments Group, Ltd.↑ INC
+656,579$868.85K
Melia Wealth LLC↑ INC
+395,601$1.74M
VANGUARD FIDUCIARY TRUST CONEW
+288,450$363.45K
VANGUARD PORTFOLIO MANAGEMENT LLCNEW
+263,645$332.19K
BlackRock, Inc.↑ INC
+242,021$2.79M
GEODE CAPITAL MANAGEMENT, LLC↑ INC
+137,581$1.56M
SEGALL BRYANT & HAMILL, LLCNEW
+131,698$180.43K
AQR CAPITAL MANAGEMENT LLC↑ INC
+51,081$77.69K

Top Trims (Sellers)

FilerΔ SharesValue
MORGAN STANLEY↓ DEC
-270,606$30.70K
BARCLAYS PLC↓ DEC
-61,125$14.13K
WELLS FARGO & COMPANY/MN↓ DEC
-33,924$21.73K
JPMORGAN CHASE & CO↓ DEC
-31,978$23.96K
SUSQUEHANNA INTERNATIONAL GROUP, LLP↓ DEC
-29,402$21.71K
CHARLES SCHWAB INVESTMENT MANAGEMENT INC↓ DEC
-24,993$140.23K
FOUNDATIONS INVESTMENT ADVISORS, LLC↓ DEC
-17,659$35.87K
INTECH INVESTMENT MANAGEMENT LLC↓ DEC
-8,929$14.82K
ROYAL BANK OF CANADA↓ DEC
-3,798$5.00K
NISA INVESTMENT ADVISORS, LLC↓ DEC
-2,280$5.85K