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 |
|---|---|---|---|---|
Atairos Group, Inc.CIK 0001671122 | 63,425,788 | $527.70M | – | no_change |
PRIVATE MANAGEMENT GROUP INCCIK 0001142031 | 1,966,401 | $16.36M | +55,267 | ↑ INC |
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119 | 567,406 | $4.72M | +567,406 | NEW |
VANGUARD PORTFOLIO MANAGEMENT LLCCIK 0002100121 | 481,923 | $4.01M | +481,923 | NEW |
RICE HALL JAMES & ASSOCIATES, LLCCIK 0001230765 | 481,189 | $4.00M | +166,104 | ↑ INC |
BlackRock, Inc.CIK 0002012383 | 335,380 | $2.79M | +4,835 | ↑ INC |
PRIMECAP MANAGEMENT CO/CA/CIK 0000763212 | 324,800 | $2.70M | – | no_change |
BCS Private Wealth Management, Inc.CIK 0002044001 | 216,430 | $1.80M | +216,430 | NEW |
GREAT LAKES ADVISORS, LLCCIK 0001078013 | 200,243 | $1.67M | -210 | ↓ DEC |
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717 | 196,643 | $1.64M | +7,894 | ↑ INC |
DIMENSIONAL FUND ADVISORS LPCIK 0000354204 | 174,513 | $1.45M | -5,819 | ↓ DEC |
CHARLES SCHWAB INVESTMENT MANAGEMENT INCCIK 0000884546 | 107,718 | $896.21K | +530 | ↑ INC |
NORTHERN TRUST CORPCIK 0000073124 | 91,017 | $757.26K | -145 | ↓ DEC |
STATE STREET CORPCIK 0000093751 | 89,623 | $745.66K | – | no_change |
UBS Group AGCIK 0001610520 | 89,345 | $743.35K | +3,770 | ↑ INC |
VANGUARD FIDUCIARY TRUST COCIK 0000933478 | 88,446 | $735.87K | +88,446 | NEW |
North Star Investment Management Corp.CIK 0001342857 | 60,520 | $503.53K | +60 | ↑ INC |
Clearstead Advisors, LLCCIK 0000842775 | 53,000 | $440.96K | – | no_change |
STIFEL FINANCIAL CORPCIK 0000720672 | 43,466 | $361.64K | -16,382 | ↓ DEC |
Engineers Gate Manager LPCIK 0001620220 | 40,974 | $340.90K | -5,900 | ↓ DEC |
MORGAN STANLEYCIK 0000895421 | 29,521 | $245.62K | -22,159 | ↓ DEC |
Bleakley Financial Group, LLCCIK 0001936953 | 25,752 | $214.26K | – | no_change |
Regal Investment Advisors LLCCIK 0001559789 | 25,094 | $208.78K | -1,302 | ↓ DEC |
BFSG, LLCCIK 0001706836 | 15,060 | $125.30K | +720 | ↑ INC |
Quent Capital, LLCCIK 0001912338 | 14,000 | $116.48K | – | no_change |
| Filer | Δ Shares | Value |
|---|---|---|
VANGUARD CAPITAL MANAGEMENT LLCNEW | +567,406 | $4.72M |
VANGUARD PORTFOLIO MANAGEMENT LLCNEW | +481,923 | $4.01M |
BCS Private Wealth Management, Inc.NEW | +216,430 | $1.80M |
RICE HALL JAMES & ASSOCIATES, LLC↑ INC | +166,104 | $4.00M |
VANGUARD FIDUCIARY TRUST CONEW | +88,446 | $735.87K |
PRIVATE MANAGEMENT GROUP INC↑ INC | +55,267 | $16.36M |
GEODE CAPITAL MANAGEMENT, LLC↑ INC | +7,894 | $1.64M |
Vanguard Global Advisers, LLCNEW | +6,722 | $55.93K |
BlackRock, Inc.↑ INC | +4,835 | $2.79M |
UBS Group AG↑ INC | +3,770 | $743.35K |
| Filer | Δ Shares | Value |
|---|---|---|
SUSQUEHANNA INTERNATIONAL GROUP, LLP↓ DEC | -45,507 | $101.50K |
CITADEL ADVISORS LLC↓ DEC | -27,301 | $108.16K |
Squarepoint Ops LLC↓ DEC | -27,084 | $108.54K |
MORGAN STANLEY↓ DEC | -22,159 | $245.62K |
STIFEL FINANCIAL CORP↓ DEC | -16,382 | $361.64K |
SIMPLEX TRADING, LLC↓ DEC | -7,457 | $4.21K |
Engineers Gate Manager LP↓ DEC | -5,900 | $340.90K |
DIMENSIONAL FUND ADVISORS LP↓ DEC | -5,819 | $1.45M |
Regal Investment Advisors LLC↓ DEC | -1,302 | $208.78K |
State of Wyoming↓ DEC | -928 | $64.64K |