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 |
|---|---|---|---|---|
BARCLAYS PLCCIK 0000312069 | 151,800 | $2.84M | -831 | ↓ DEC |
BASS SID RCIK 0001242829 | 135,116 | $2.53M | +116 | ↑ INC |
BlackRock, Inc.CIK 0002012383 | 122,025 | $2.28M | -2,891 | ↓ DEC |
Phraction Management LLCCIK 0001907803 | 98,316 | $1.84M | -13,754 | ↓ DEC |
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119 | 63,948 | $1.20M | +63,948 | NEW |
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717 | 49,242 | $921.88K | -263 | ↓ DEC |
STATE STREET CORPCIK 0000093751 | 27,767 | $519.80K | -970 | ↓ DEC |
RENAISSANCE TECHNOLOGIES LLCCIK 0001037389 | 27,174 | $508.70K | +7,275 | ↑ INC |
ROYCE & ASSOCIATES LPCIK 0000906304 | 25,000 | $468.00K | – | no_change |
EverSource Wealth Advisors, LLCCIK 0001710537 | 2,432 | $359.57K | +2,389 | ↑ INC |
MTM Investment Management, LLCCIK 0001831416 | 19,204 | $359.51K | +352 | ↑ INC |
Formidable Asset Management, LLCCIK 0001592613 | 14,999 | $280.78K | – | no_change |
AQR CAPITAL MANAGEMENT LLCCIK 0001167557 | 13,697 | $256.40K | +2,732 | ↑ INC |
NORTHERN TRUST CORPCIK 0000073124 | 13,211 | $247.31K | +517 | ↑ INC |
VANGUARD FIDUCIARY TRUST COCIK 0000933478 | 12,070 | $225.95K | +12,070 | NEW |
VANGUARD PORTFOLIO MANAGEMENT LLCCIK 0002100121 | 9,954 | $186.34K | +9,954 | NEW |
DEUTSCHE BANK AG\CIK 0000948046 | 7,419 | $138.88K | +4,159 | ↑ INC |
FMR LLCCIK 0000315066 | 3,245 | $60.75K | -224 | ↓ DEC |
Russell Investments Group, Ltd.CIK 0001692234 | 2,787 | $52.16K | +740 | ↑ INC |
RHUMBLINE ADVISERSCIK 0001115418 | 2,779 | $52.02K | +8 | ↑ INC |
UBS Group AGCIK 0001610520 | 2,722 | $50.96K | +2,391 | ↑ INC |
MORGAN STANLEYCIK 0000895421 | 2,667 | $49.93K | -1,753 | ↓ DEC |
JONES FINANCIAL COMPANIES LLLPCIK 0000815917 | 1,836 | $35.12K | +1,836 | NEW |
JPMORGAN CHASE & COCIK 0000019617 | 1,418 | $27.57K | -901 | ↓ DEC |
Tower Research Capital LLC (TRC)CIK 0001533421 | 1,085 | $20.31K | +825 | ↑ INC |
| Filer | Δ Shares | Value |
|---|---|---|
VANGUARD CAPITAL MANAGEMENT LLCNEW | +63,948 | $1.20M |
VANGUARD FIDUCIARY TRUST CONEW | +12,070 | $225.95K |
VANGUARD PORTFOLIO MANAGEMENT LLCNEW | +9,954 | $186.34K |
RENAISSANCE TECHNOLOGIES LLC↑ INC | +7,275 | $508.70K |
DEUTSCHE BANK AG\↑ INC | +4,159 | $138.88K |
AQR CAPITAL MANAGEMENT LLC↑ INC | +2,732 | $256.40K |
UBS Group AG↑ INC | +2,391 | $50.96K |
EverSource Wealth Advisors, LLC↑ INC | +2,389 | $359.57K |
JONES FINANCIAL COMPANIES LLLPNEW | +1,836 | $35.12K |
Tower Research Capital LLC (TRC)↑ INC | +825 | $20.31K |
| Filer | Δ Shares | Value |
|---|---|---|
Phraction Management LLC↓ DEC | -13,754 | $1.84M |
BlackRock, Inc.↓ DEC | -2,891 | $2.28M |
MORGAN STANLEY↓ DEC | -1,753 | $49.93K |
STATE STREET CORP↓ DEC | -970 | $519.80K |
JPMORGAN CHASE & CO↓ DEC | -901 | $27.57K |
BARCLAYS PLC↓ DEC | -831 | $2.84M |
ROYAL BANK OF CANADA↓ DEC | -296 | $7.00K |
GEODE CAPITAL MANAGEMENT, LLC↓ DEC | -263 | $921.88K |
FMR LLC↓ DEC | -224 | $60.75K |
Sterling Capital Management LLC↓ DEC | -65 | $1.22K |