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 |
|---|---|---|---|---|
BIOS Capital Management, LPCIK 0001813845 | 864,435 | $1.18M | -145,072 | ↓ DEC |
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119 | 332,079 | $454.95K | +332,079 | NEW |
CM Management, LLCCIK 0001841857 | 250,000 | $342.50K | +25,000 | ↑ INC |
RENAISSANCE TECHNOLOGIES LLCCIK 0001037389 | 116,000 | $158.92K | +5,600 | ↑ INC |
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717 | 111,646 | $152.98K | +14,904 | ↑ INC |
Westside Investment Management, Inc.CIK 0001538383 | 50,050 | $68.57K | +14,150 | ↑ INC |
VANGUARD FIDUCIARY TRUST COCIK 0000933478 | 49,607 | $67.96K | +49,607 | NEW |
BlackRock, Inc.CIK 0002012383 | 45,267 | $62.02K | +1,014 | ↑ INC |
DIMENSIONAL FUND ADVISORS LPCIK 0000354204 | 38,060 | $52.14K | -1,050 | ↓ DEC |
HORIZON KINETICS ASSET MANAGEMENT LLCCIK 0001056823 | 26,373 | $36.13K | -1,209 | ↓ DEC |
DAVENPORT & Co LLCCIK 0000887777 | 23,814 | $32.63K | – | no_change |
STATE STREET CORPCIK 0000093751 | 23,652 | $32.40K | – | no_change |
Bank of New York Mellon CorpCIK 0001390777 | 21,301 | $29.18K | -5,180 | ↓ DEC |
NORTHERN TRUST CORPCIK 0000073124 | 15,589 | $21.36K | – | no_change |
Focus Partners WealthCIK 0001542153 | 15,432 | $21.14K | -550 | ↓ DEC |
Cetera Investment AdvisersCIK 0001666741 | 12,228 | $16.75K | – | no_change |
UBS Group AGCIK 0001610520 | 10,077 | $13.80K | -550 | ↓ DEC |
Tower Research Capital LLC (TRC)CIK 0001533421 | 3,569 | $4.89K | +2,728 | ↑ INC |
Vanguard Global Advisers, LLCCIK 0001811242 | 2,355 | $3.23K | +2,355 | NEW |
SBI Securities Co., Ltd.CIK 0001851815 | 2,144 | $2.94K | +1 | ↑ INC |
CURIO WEALTH, LLCCIK 0002049201 | 2,000 | $2.74K | – | no_change |
WELLS FARGO & COMPANY/MNCIK 0000072971 | 1,475 | $2.02K | – | no_change |
MORGAN STANLEYCIK 0000895421 | 601 | $823.00 | – | no_change |
FMR LLCCIK 0000315066 | 500 | $685.00 | +426 | ↑ INC |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COCIK 0001141802 | 500 | $685.00 | +497 | ↑ INC |
| Filer | Δ Shares | Value |
|---|---|---|
VANGUARD CAPITAL MANAGEMENT LLCNEW | +332,079 | $454.95K |
VANGUARD FIDUCIARY TRUST CONEW | +49,607 | $67.96K |
CM Management, LLC↑ INC | +25,000 | $342.50K |
GEODE CAPITAL MANAGEMENT, LLC↑ INC | +14,904 | $152.98K |
Westside Investment Management, Inc.↑ INC | +14,150 | $68.57K |
RENAISSANCE TECHNOLOGIES LLC↑ INC | +5,600 | $158.92K |
Tower Research Capital LLC (TRC)↑ INC | +2,728 | $4.89K |
Vanguard Global Advisers, LLCNEW | +2,355 | $3.23K |
BlackRock, Inc.↑ INC | +1,014 | $62.02K |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO↑ INC | +497 | $685.00 |
| Filer | Δ Shares | Value |
|---|---|---|
BIOS Capital Management, LP↓ DEC | -145,072 | $1.18M |
Bank of New York Mellon Corp↓ DEC | -5,180 | $29.18K |
GROUP ONE TRADING LLC↓ DEC | -4,049 | $32.00 |
SIMPLEX TRADING, LLC↓ DEC | -2,150 | $146.00 |
HORIZON KINETICS ASSET MANAGEMENT LLC↓ DEC | -1,209 | $36.13K |
DIMENSIONAL FUND ADVISORS LP↓ DEC | -1,050 | $52.14K |
UBS Group AG↓ DEC | -550 | $13.80K |
Focus Partners Wealth↓ DEC | -550 | $21.14K |