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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

Institutions95.1%
Insiders2.0%
Institutions Count165
Institutions 95.1%Insiders 2.0%Float (Other) 2.8%
13F Filers (top 25)25Quarter 2026-03-31
Top-25 Reported Value$653.59MSum of shown holders' market value
Net Position Change10 adds · 10 trimsLargest movers this quarter

Top Holders by Value

25 shown
FilerSharesMarket ValueΔ SharesChange
BlackRock, Inc.CIK 0002012383
4,454,313$115.01M+47,697↑ INC
VANGUARD PORTFOLIO MANAGEMENT LLCCIK 0002100121
1,792,021$46.27M+1,792,021NEW
AMERIPRISE FINANCIAL INCCIK 0000820027
1,775,560$45.84M+144,546↑ INC
DIMENSIONAL FUND ADVISORS LPCIK 0000354204
1,614,201$41.68M+83,860↑ INC
GAMCO INVESTORS, INC. ET ALCIK 0000807249
1,537,177$39.69M-16,928↓ DEC
Phoenix Financial Ltd.CIK 0001679543
1,465,173$37.83M+1,450,829↑ INC
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119
1,294,693$33.43M+1,294,693NEW
STATE STREET CORPCIK 0000093751
1,225,519$31.64M+3,805↑ INC
Private Capital Management, LLCCIK 0001588456
1,144,705$29.56M+126,118↑ INC
Allspring Global Investments Holdings, LLCCIK 0001890906
1,100,957$27.83M+25,478↑ INC
BARINGTON COMPANIES MANAGEMENT, LLCCIK 0000887762
924,100$23.86M-75,900↓ DEC
STEEL PARTNERS HOLDINGS L.P.CIK 0001452857
768,930$19.85M–no_change
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717
766,664$19.80M+25,810↑ INC
PEAK6 LLCCIK 0001389958
712,104$18.39M+607,983↑ INC
Simcoe Capital Management, LLCCIK 0001633362
706,420$18.24M+370,947↑ INC
CHARLES SCHWAB INVESTMENT MANAGEMENT INCCIK 0000884546
590,357$15.24M-34,209↓ DEC
PALISADE CAPITAL MANAGEMENT, LPCIK 0001009006
520,788$13.45M-21,857↓ DEC
Aristotle Capital Boston, LLCCIK 0001633911
519,710$13.42M-76,824↓ DEC
MORGAN STANLEYCIK 0000895421
413,410$10.67M-120,069↓ DEC
Quinn Opportunity Partners LLCCIK 0001633275
396,863$10.25M-5,456↓ DEC
Focus Partners WealthCIK 0001542153
393,195$10.15M+192,493↑ INC
Bank of New York Mellon CorpCIK 0001390777
366,798$9.47M-4,947↓ DEC
NORTHERN TRUST CORPCIK 0000073124
308,209$7.96M+8,494↑ INC
Invesco Ltd.CIK 0000914208
297,752$7.69M-10,129↓ DEC
ProShare Advisors LLCCIK 0001357955
246,363$6.36M-1,046↓ DEC

Top Adds (Buyers)

FilerΔ SharesValue
VANGUARD PORTFOLIO MANAGEMENT LLCNEW
+1,792,021$46.27M
Phoenix Financial Ltd.↑ INC
+1,450,829$37.83M
VANGUARD CAPITAL MANAGEMENT LLCNEW
+1,294,693$33.43M
PEAK6 LLC↑ INC
+607,983$18.39M
Simcoe Capital Management, LLC↑ INC
+370,947$18.24M
VANGUARD FIDUCIARY TRUST CONEW
+200,399$5.17M
Focus Partners Wealth↑ INC
+192,493$10.15M
AMERIPRISE FINANCIAL INC↑ INC
+144,546$45.84M
Private Capital Management, LLC↑ INC
+126,118$29.56M
GOLDMAN SACHS GROUP INC↑ INC
+99,924$5.56M

Top Trims (Sellers)

FilerΔ SharesValue
Boston Partners↓ DEC
-428,818$374.29K
MORGAN STANLEY↓ DEC
-120,069$10.67M
Aristotle Capital Boston, LLC↓ DEC
-76,824$13.42M
BARINGTON COMPANIES MANAGEMENT, LLC↓ DEC
-75,900$23.86M
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP↓ DEC
-52,267$1.06M
BANK OF AMERICA CORP /DE/↓ DEC
-45,092$4.11M
Russell Investments Group, Ltd.↓ DEC
-41,724$2.55M
BARCLAYS PLC↓ DEC
-41,071$148.26K
CHARLES SCHWAB INVESTMENT MANAGEMENT INC↓ DEC
-34,209$15.24M
NorthCoast Asset Management LLC↓ DEC
-30,209$4.39M