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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

Institutions90.1%
Insiders1.6%
Institutions Count407
Institutions 90.1%Insiders 1.6%Float (Other) 8.4%
13F Filers (top 25)25Quarter 2026-03-31
Top-25 Reported Value$2.88BSum 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
25,712,048$532.75M-514,333↓ DEC
BARROW HANLEY MEWHINNEY & STRAUSS LLCCIK 0000313028
13,760,167$285.11M+865,222↑ INC
VANGUARD PORTFOLIO MANAGEMENT LLCCIK 0002100121
12,526,974$259.56M+12,526,974NEW
DIMENSIONAL FUND ADVISORS LPCIK 0000354204
10,285,747$213.12M+253,950↑ INC
EARNEST PARTNERS LLCCIK 0001102578
9,881,880$204.75M-64,316↓ DEC
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119
9,147,886$189.54M+9,147,886NEW
STATE STREET CORPCIK 0000093751
6,990,274$145.82M-131,111↓ DEC
BANK OF AMERICA CORP /DE/CIK 0000070858
6,202,460$128.51M+97,389↑ INC
SEI INVESTMENTS COCIK 0000350894
5,261,426$109.02M-62,482↓ DEC
MORGAN STANLEYCIK 0000895421
4,221,525$87.47M+209,186↑ INC
River Road Asset Management, LLCCIK 0001341401
4,077,251$84.48M-629,791↓ DEC
WESTWOOD HOLDINGS GROUP INCCIK 0001165002
3,542,046$73.39M+1,789,472↑ INC
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717
3,491,440$72.37M+76,207↑ INC
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.CIK 0000921739
2,596,001$53.79M-408,536↓ DEC
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.CIK 0001021642
2,531,705$52.46M+2,531,705NEW
FRONTIER CAPITAL MANAGEMENT CO LLCCIK 0000351173
2,506,549$51.94M-109,420↓ DEC
Bank of New York Mellon CorpCIK 0001390777
2,363,835$48.98M-78,106↓ DEC
CHARLES SCHWAB INVESTMENT MANAGEMENT INCCIK 0000884546
2,264,562$46.92M+57,039↑ INC
Invesco Ltd.CIK 0000914208
1,881,002$38.97M-62,149↓ DEC
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.CIK 0001705339
1,801,678$37.33M+193,442↑ INC
UBS Group AGCIK 0001610520
1,707,254$35.37M+143,788↑ INC
US BANCORP \DE\CIK 0000036104
1,691,882$35.06M-6,401↓ DEC
HITE Hedge Asset Management LLCCIK 0001568939
1,550,000$32.12M+860,000↑ INC
NORTHERN TRUST CORPCIK 0000073124
1,533,393$31.77M+43,370↑ INC
Allspring Global Investments Holdings, LLCCIK 0001890906
1,480,630$31.14M-121,612↓ DEC

Top Adds (Buyers)

FilerΔ SharesValue
VANGUARD PORTFOLIO MANAGEMENT LLCNEW
+12,526,974$259.56M
VANGUARD CAPITAL MANAGEMENT LLCNEW
+9,147,886$189.54M
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.NEW
+2,531,705$52.46M
WESTWOOD HOLDINGS GROUP INC↑ INC
+1,789,472$73.39M
VANGUARD FIDUCIARY TRUST CONEW
+1,268,614$26.29M
T. Rowe Price Investment Management, Inc.↑ INC
+1,249,263$44.73K
JONES FINANCIAL COMPANIES LLLP↑ INC
+1,178,789$28.46M
BARROW HANLEY MEWHINNEY & STRAUSS LLC↑ INC
+865,222$285.11M
HITE Hedge Asset Management LLC↑ INC
+860,000$32.12M
RENAISSANCE TECHNOLOGIES LLC↑ INC
+616,794$19.27M

Top Trims (Sellers)

FilerΔ SharesValue
FIRST TRUST ADVISORS LP↓ DEC
-2,954,928$30.70M
THRIVENT FINANCIAL FOR LUTHERANS↓ DEC
-661,177$2.83K
Yaupon Capital Management LP↓ DEC
-651,975$11.36M
River Road Asset Management, LLC↓ DEC
-629,791$84.48M
CITADEL ADVISORS LLC↓ DEC
-621,122$22.68M
BlackRock, Inc.↓ DEC
-514,333$532.75M
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.↓ DEC
-408,536$53.79M
AQR CAPITAL MANAGEMENT LLC↓ DEC
-405,231$3.34M
Squarepoint Ops LLC↓ DEC
-350,043$3.52M
Lighthouse Investment Partners, LLC↓ DEC
-328,878$384.09K