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 |
|---|---|---|---|---|
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119 | 596,898 | $2.14M | +596,898 | NEW |
JB CAPITAL PARTNERS LPCIK 0001138532 | 503,680 | $1.80M | +151,174 | ↑ INC |
HighTower Advisors, LLCCIK 0001462245 | 281,324 | $1.01M | – | no_change |
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.CIK 0001238990 | 218,904 | $783.68K | -136,114 | ↓ DEC |
FIL LtdCIK 0000318989 | 197,397 | $706.68K | -77,596 | ↓ DEC |
FINANCIAL CONSULATE, INCCIK 0001624510 | 174,957 | $626.38K | -12,951 | ↓ DEC |
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717 | 95,815 | $343.02K | +95,815 | NEW |
CITADEL ADVISORS LLCCIK 0001423053 | 85,678 | $306.73K | +30,798 | ↑ INC |
Anson Funds Management LPCIK 0001491072 | 77,964 | $279.11K | -381,702 | ↓ DEC |
VANGUARD FIDUCIARY TRUST COCIK 0000933478 | 75,263 | $269.44K | +75,263 | NEW |
MARSHALL WACE, LLPCIK 0001318757 | 63,440 | $227.12K | +13,807 | ↑ INC |
1832 Asset Management L.P.CIK 0000944388 | 48,447 | $173.44K | -19,053 | ↓ DEC |
BlackRock, Inc.CIK 0002012383 | 47,464 | $169.92K | +47,464 | NEW |
Arbiter Partners Capital Management LLCCIK 0001513193 | 35,505 | $127.11K | – | no_change |
Marex Group LtdCIK 0001997464 | 26,325 | $94.24K | +5,898 | ↑ INC |
NORTHERN TRUST CORPCIK 0000073124 | 25,386 | $90.88K | +25,386 | NEW |
UBS Group AGCIK 0001610520 | 22,277 | $79.75K | +18,453 | ↑ INC |
NATIONAL BANK OF CANADA /FI/CIK 0000926171 | 20,097 | $70.34K | -7,903 | ↓ DEC |
Closed-End Fund Advisors, Inc.CIK 0002103520 | 18,676 | $66.86K | -7,168 | ↓ DEC |
GOLDMAN SACHS GROUP INCCIK 0000886982 | 17,576 | $62.92K | +17,576 | NEW |
CHARLES SCHWAB INVESTMENT MANAGEMENT INCCIK 0000884546 | 10,000 | $35.80K | +10,000 | NEW |
SHUFRO ROSE & CO LLCCIK 0000908195 | 10,000 | $35.80K | -3,996 | ↓ DEC |
MORGAN STANLEYCIK 0000895421 | 2,650 | $9.49K | -376 | ↓ DEC |
Community Financial Services Group, LLCCIK 0001537319 | 1,614 | $5.67K | +1,614 | NEW |
OSAIC HOLDINGS, INC.CIK 0001677044 | 1,405 | $5.03K | +1,400 | ↑ INC |
| Filer | Δ Shares | Value |
|---|---|---|
VANGUARD CAPITAL MANAGEMENT LLCNEW | +596,898 | $2.14M |
JB CAPITAL PARTNERS LP↑ INC | +151,174 | $1.80M |
GEODE CAPITAL MANAGEMENT, LLCNEW | +95,815 | $343.02K |
VANGUARD FIDUCIARY TRUST CONEW | +75,263 | $269.44K |
BlackRock, Inc.NEW | +47,464 | $169.92K |
CITADEL ADVISORS LLC↑ INC | +30,798 | $306.73K |
NORTHERN TRUST CORPNEW | +25,386 | $90.88K |
UBS Group AG↑ INC | +18,453 | $79.75K |
GOLDMAN SACHS GROUP INCNEW | +17,576 | $62.92K |
MARSHALL WACE, LLP↑ INC | +13,807 | $227.12K |
| Filer | Δ Shares | Value |
|---|---|---|
Anson Funds Management LP↓ DEC | -381,702 | $279.11K |
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.↓ DEC | -136,114 | $783.68K |
FIL Ltd↓ DEC | -77,596 | $706.68K |
1832 Asset Management L.P.↓ DEC | -19,053 | $173.44K |
FINANCIAL CONSULATE, INC↓ DEC | -12,951 | $626.38K |
NATIONAL BANK OF CANADA /FI/↓ DEC | -7,903 | $70.34K |
Closed-End Fund Advisors, Inc.↓ DEC | -7,168 | $66.86K |
SHUFRO ROSE & CO LLC↓ DEC | -3,996 | $35.80K |
JPMORGAN CHASE & CO↓ DEC | -508 | $4.73K |
MORGAN STANLEY↓ DEC | -376 | $9.49K |