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 |
|---|---|---|---|---|
BlackRock, Inc.CIK 0002012383 | 3,426,564 | $50.54M | -5,578 | ↓ DEC |
Mechanics Bank Trust DepartmentCIK 0001439743 | 2,301,961 | $33.95M | -1,121,270 | ↓ DEC |
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119 | 2,080,439 | $30.69M | +2,080,439 | NEW |
STATE STREET CORPCIK 0000093751 | 1,710,425 | $25.23M | +844,822 | ↑ INC |
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717 | 1,420,519 | $20.96M | +52,151 | ↑ INC |
Composition Wealth, LLCCIK 0001585859 | 1,115,781 | $16.46M | – | no_change |
Bank of New York Mellon CorpCIK 0001390777 | 1,098,400 | $16.20M | +13,648 | ↑ INC |
DIMENSIONAL FUND ADVISORS LPCIK 0000354204 | 773,368 | $11.41M | -33,266 | ↓ DEC |
J. Goldman & Co LPCIK 0001412741 | 684,185 | $10.09M | -90,052 | ↓ DEC |
GOLDMAN SACHS GROUP INCCIK 0000886982 | 680,535 | $10.04M | +378,956 | ↑ INC |
CHARLES SCHWAB INVESTMENT MANAGEMENT INCCIK 0000884546 | 644,573 | $9.51M | -105,033 | ↓ DEC |
ALLIANCEBERNSTEIN L.P.CIK 0001109448 | 644,981 | $9.44M | +56,781 | ↑ INC |
Philosophy Capital Management LLCCIK 0001869199 | 582,001 | $8.58M | -41,774 | ↓ DEC |
Philadelphia Financial Management of San Francisco, LLCCIK 0001351407 | 545,321 | $8.04M | -774,165 | ↓ DEC |
MALTESE CAPITAL MANAGEMENT LLCCIK 0001040762 | 532,690 | $7.86M | -154,710 | ↓ DEC |
CenterBook Partners LPCIK 0001872738 | 515,725 | $7.61M | -334,845 | ↓ DEC |
Sculptor Capital LPCIK 0001054587 | 512,727 | $7.56M | – | no_change |
Stieven Capital Advisors, L.P.CIK 0001388279 | 438,635 | $6.47M | -41,600 | ↓ DEC |
MORGAN STANLEYCIK 0000895421 | 381,349 | $5.62M | +49,007 | ↑ INC |
NORTHERN TRUST CORPCIK 0000073124 | 373,948 | $5.52M | +21,342 | ↑ INC |
Siena Capital Partners GP, LLCCIK 0001694886 | 353,216 | $5.21M | – | no_change |
Simcoe Capital LLCCIK 0002109203 | 347,733 | $5.13M | +5,454 | ↑ INC |
MENDON CAPITAL ADVISORS CORPCIK 0001177043 | 347,614 | $5.13M | -378,888 | ↓ DEC |
Capital Planning Advisors, LLCCIK 0001631941 | 343,313 | $5.06M | – | no_change |
Squarepoint Ops LLCCIK 0001642575 | 318,915 | $4.70M | +165,035 | ↑ INC |
| Filer | Δ Shares | Value |
|---|---|---|
VANGUARD CAPITAL MANAGEMENT LLCNEW | +2,080,439 | $30.69M |
STATE STREET CORP↑ INC | +844,822 | $25.23M |
GOLDMAN SACHS GROUP INC↑ INC | +378,956 | $10.04M |
VANGUARD FIDUCIARY TRUST CONEW | +309,311 | $4.56M |
VANGUARD PORTFOLIO MANAGEMENT LLCNEW | +279,303 | $4.12M |
Squarepoint Ops LLC↑ INC | +165,035 | $4.70M |
CCG WEALTH MANAGEMENT, LLC↑ INC | +113,472 | $2.52M |
BANK OF AMERICA CORP /DE/↑ INC | +78,264 | $1.66M |
TWO SIGMA INVESTMENTS, LP↑ INC | +64,655 | $2.21M |
ALLIANCEBERNSTEIN L.P.↑ INC | +56,781 | $9.44M |
| Filer | Δ Shares | Value |
|---|---|---|
Mechanics Bank Trust Department↓ DEC | -1,121,270 | $33.95M |
Philadelphia Financial Management of San Francisco, LLC↓ DEC | -774,165 | $8.04M |
MENDON CAPITAL ADVISORS CORP↓ DEC | -378,888 | $5.13M |
Curi Capital, LLC↓ DEC | -370,861 | $4.70M |
CenterBook Partners LP↓ DEC | -334,845 | $7.61M |
CITADEL ADVISORS LLC↓ DEC | -281,463 | $2.42M |
MALTESE CAPITAL MANAGEMENT LLC↓ DEC | -154,710 | $7.86M |
MARSHALL WACE, LLP↓ DEC | -121,070 | $159.30K |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC↓ DEC | -105,033 | $9.51M |
GW&K Investment Management, LLC↓ DEC | -100,201 | $16.71K |