Stockfacts
Use CasesDocsPricing
Log inSign up free
OverviewFinancialsTrendsTranscriptsOptionsInstitutionsInsidersCorporate ActionsSEC Filings
Stockfacts

EOD US-equity data for investors and AI agents

Data is end-of-day, not real-time, and not investment advice

Use CasesDashboard

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

Institutions13.9%
Insiders0.0%
Institutions Count73
Institutions 13.9%Insiders 0.0%Float (Other) 86.1%
13F Filers (top 25)25Quarter 2026-03-31
Top-25 Reported Value$60.70MSum of shown holders' market value
Net Position Change10 adds · 10 trimsLargest movers this quarter

Top Holders by Value

25 shown
FilerSharesMarket ValueΔ SharesChange
Yorktown Energy Partners XI, L.P.CIK 0001667954
1,250,613$12.76M-1,914↓ DEC
Yorktown Energy Partners IX, L.P.CIK 0001503466
1,233,958$12.59M-1,401↓ DEC
Yorktown Energy Partners X, L.P.CIK 0001577919
826,611$8.43M-1,265↓ DEC
First Eagle Investment Management, LLCCIK 0001325447
545,183$5.56M+78,057↑ INC
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119
327,651$3.34M+327,651NEW
MORGAN STANLEYCIK 0000895421
320,139$3.27M+121,056↑ INC
Simcoe Capital LLCCIK 0002109203
165,751$1.69M+4,756↑ INC
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717
160,907$1.64M+3,436↑ INC
AMERICAN CENTURY COMPANIES INCCIK 0000748054
135,368$1.38M-11,053↓ DEC
RENAISSANCE TECHNOLOGIES LLCCIK 0001037389
129,903$1.33M-27,740↓ DEC
DISCOVERY CAPITAL MANAGEMENT, LLC / CTCIK 0001389507
127,405$1.30M+1,793↑ INC
BlackRock, Inc.CIK 0002012383
100,174$1.02M+2,419↑ INC
MILLENNIUM MANAGEMENT LLCCIK 0001273087
96,408$983.36K+75,800↑ INC
WEDGE CAPITAL MANAGEMENT L L P/NCCIK 0001015308
72,930$743.89K-3,273↓ DEC
UBS Group AGCIK 0001610520
71,610$730.42K+3,719↑ INC
DIMENSIONAL FUND ADVISORS LPCIK 0000354204
66,814$681.48K+5,408↑ INC
Samalin Investment Counsel, LLCCIK 0001544366
60,489$616.99K+6,253↑ INC
MARSHALL WACE, LLPCIK 0001318757
55,379$564.87K+23,447↑ INC
FRANKLIN RESOURCES INCCIK 0000038777
37,528$382.79K+19,804↑ INC
VANGUARD FIDUCIARY TRUST COCIK 0000933478
33,585$342.57K+33,585NEW
CITADEL ADVISORS LLCCIK 0001423053
31,222$318.46K-76,833↓ DEC
STATE STREET CORPCIK 0000093751
31,068$316.89K+431↑ INC
J. Derek Lewis & Associates Inc.CIK 0002077884
23,287$273.62K–no_change
JANE STREET GROUP, LLCCIK 0001595888
22,037$224.78K-72,251↓ DEC
GOLDMAN SACHS GROUP INCCIK 0000886982
21,484$219.14K-10,670↓ DEC

Top Adds (Buyers)

FilerΔ SharesValue
VANGUARD CAPITAL MANAGEMENT LLCNEW
+327,651$3.34M
MORGAN STANLEY↑ INC
+121,056$3.27M
First Eagle Investment Management, LLC↑ INC
+78,057$5.56M
MILLENNIUM MANAGEMENT LLC↑ INC
+75,800$983.36K
VANGUARD FIDUCIARY TRUST CONEW
+33,585$342.57K
MARSHALL WACE, LLP↑ INC
+23,447$564.87K
FRANKLIN RESOURCES INC↑ INC
+19,804$382.79K
FIFTH THIRD BANCORP↑ INC
+15,341$157.88K
Samalin Investment Counsel, LLC↑ INC
+6,253$616.99K
DIMENSIONAL FUND ADVISORS LP↑ INC
+5,408$681.48K

Top Trims (Sellers)

FilerΔ SharesValue
CITADEL ADVISORS LLC↓ DEC
-76,833$318.46K
JANE STREET GROUP, LLC↓ DEC
-72,251$224.78K
RENAISSANCE TECHNOLOGIES LLC↓ DEC
-27,740$1.33M
AMERICAN CENTURY COMPANIES INC↓ DEC
-11,053$1.38M
GOLDMAN SACHS GROUP INC↓ DEC
-10,670$219.14K
Byrne Asset Management LLC↓ DEC
-7,690$197.98K
WEDGE CAPITAL MANAGEMENT L L P/NC↓ DEC
-3,273$743.89K
Trexquant Investment LP↓ DEC
-2,769$119.58K
Quantinno Capital Management LP↓ DEC
-2,565$165.59K
Yorktown Energy Partners XI, L.P.↓ DEC
-1,914$12.76M