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 |
|---|---|---|---|---|
GAMCO INVESTORS, INC. ET ALCIK 0000807249 | 670,781 | $4.66M | +18,305 | ↑ INC |
BARD ASSOCIATES INCCIK 0001105907 | 489,857 | $3.40M | -1,975 | ↓ DEC |
RENAISSANCE TECHNOLOGIES LLCCIK 0001037389 | 166,594 | $1.16M | +5,773 | ↑ INC |
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119 | 114,994 | $799.21K | +114,994 | NEW |
DIMENSIONAL FUND ADVISORS LPCIK 0000354204 | 99,240 | $689.72K | – | no_change |
CALDWELL SUTTER CAPITAL, INC.CIK 0000702007 | 80,851 | $561.91K | – | no_change |
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717 | 38,273 | $266.10K | +317 | ↑ INC |
VANGUARD FIDUCIARY TRUST COCIK 0000933478 | 20,683 | $143.75K | +20,683 | NEW |
CITADEL ADVISORS LLCCIK 0001423053 | 20,257 | $140.79K | +6,742 | ↑ INC |
OSAIC HOLDINGS, INC.CIK 0001677044 | 15,476 | $107.56K | -1,010 | ↓ DEC |
BlackRock, Inc.CIK 0002012383 | 8,397 | $58.36K | -888 | ↓ DEC |
MORGAN STANLEYCIK 0000895421 | 4,442 | $30.87K | -1,000 | ↓ DEC |
UMB Bank, n.a.CIK 0000933429 | 4,267 | $29.66K | – | no_change |
Sound Income Strategies, LLCCIK 0001730960 | 500 | $3.50K | +500 | NEW |
SBI Securities Co., Ltd.CIK 0001851815 | 33 | $229.00 | +33 | NEW |
| Filer | Δ Shares | Value |
|---|---|---|
VANGUARD CAPITAL MANAGEMENT LLCNEW | +114,994 | $799.21K |
VANGUARD FIDUCIARY TRUST CONEW | +20,683 | $143.75K |
GAMCO INVESTORS, INC. ET AL↑ INC | +18,305 | $4.66M |
CITADEL ADVISORS LLC↑ INC | +6,742 | $140.79K |
RENAISSANCE TECHNOLOGIES LLC↑ INC | +5,773 | $1.16M |
Sound Income Strategies, LLCNEW | +500 | $3.50K |
GEODE CAPITAL MANAGEMENT, LLC↑ INC | +317 | $266.10K |
SBI Securities Co., Ltd.NEW | +33 | $229.00 |
| Filer | Δ Shares | Value |
|---|---|---|
BARD ASSOCIATES INC↓ DEC | -1,975 | $3.40M |
OSAIC HOLDINGS, INC.↓ DEC | -1,010 | $107.56K |
MORGAN STANLEY↓ DEC | -1,000 | $30.87K |
BlackRock, Inc.↓ DEC | -888 | $58.36K |