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

Institutions57.8%
Insiders7.4%
Institutions Count80
Institutions 57.8%Insiders 7.4%Float (Other) 34.8%
13F Filers (top 25)25Quarter 2026-03-31
Top-25 Reported Value$82.74MSum of shown holders' market value
Net Position Change10 adds · 10 trimsLargest movers this quarter

Top Holders by Value

25 shown
FilerSharesMarket ValueΔ SharesChange
BANC FUNDS CO LLCCIK 0001029311
530,941$11.79M+108,960↑ INC
ALLIANCEBERNSTEIN L.P.CIK 0001109448
554,723$11.29M-130,222↓ DEC
Fourthstone LLCCIK 0001767803
384,802$8.54M-382,990↓ DEC
WELLINGTON MANAGEMENT GROUP LLPCIK 0000902219
352,706$7.83M-6,705↓ DEC
BlackRock, Inc.CIK 0002012383
347,608$7.72M-2,730↓ DEC
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119
301,487$6.69M+301,487NEW
FIRST MANHATTAN CO. LLC.CIK 0000728083
188,108$4.18M–no_change
DIMENSIONAL FUND ADVISORS LPCIK 0000354204
166,633$3.70M+28,282↑ INC
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717
147,168$3.27M-2,801↓ DEC
UBS Group AGCIK 0001610520
113,178$2.51M-498↓ DEC
MARSHALL WACE, LLPCIK 0001318757
106,225$2.36M+61,938↑ INC
STATE STREET CORPCIK 0000093751
100,211$2.22M+26,649↑ INC
BRIDGEWAY CAPITAL MANAGEMENT, LLCCIK 0001107261
63,776$1.42M+3,034↑ INC
AMERICAN CENTURY COMPANIES INCCIK 0000748054
52,544$1.17M+52,544NEW
Squarepoint Ops LLCCIK 0001642575
50,874$1.13M+16,450↑ INC
MENDON CAPITAL ADVISORS CORPCIK 0001177043
47,312$1.05M–no_change
NORTHERN TRUST CORPCIK 0000073124
46,935$1.04M-1,553↓ DEC
VANGUARD PORTFOLIO MANAGEMENT LLCCIK 0002100121
39,661$880.47K+39,661NEW
VANGUARD FIDUCIARY TRUST COCIK 0000933478
38,951$864.71K+38,951NEW
Connor, Clark & Lunn Investment Management Ltd.CIK 0001596800
33,056$733.84K+6,085↑ INC
MORGAN STANLEYCIK 0000895421
24,380$541.24K-2,085↓ DEC
CITADEL ADVISORS LLCCIK 0001423053
23,518$522.10K-15,770↓ DEC
Creative PlanningCIK 0001540235
22,270$494.39K+170↑ INC
Daytona Street Capital LLCCIK 0002101936
18,000$405.02K–no_change
CHARLES SCHWAB INVESTMENT MANAGEMENT INCCIK 0000884546
17,801$395.18K-2,764↓ DEC

Top Adds (Buyers)

FilerΔ SharesValue
VANGUARD CAPITAL MANAGEMENT LLCNEW
+301,487$6.69M
BANC FUNDS CO LLC↑ INC
+108,960$11.79M
MARSHALL WACE, LLP↑ INC
+61,938$2.36M
AMERICAN CENTURY COMPANIES INCNEW
+52,544$1.17M
VANGUARD PORTFOLIO MANAGEMENT LLCNEW
+39,661$880.47K
VANGUARD FIDUCIARY TRUST CONEW
+38,951$864.71K
ACADIAN ASSET MANAGEMENT LLC↑ INC
+36,942$2.97K
DIMENSIONAL FUND ADVISORS LP↑ INC
+28,282$3.70M
STATE STREET CORP↑ INC
+26,649$2.22M
Squarepoint Ops LLC↑ INC
+16,450$1.13M

Top Trims (Sellers)

FilerΔ SharesValue
Fourthstone LLC↓ DEC
-382,990$8.54M
ALLIANCEBERNSTEIN L.P.↓ DEC
-130,222$11.29M
RENAISSANCE TECHNOLOGIES LLC↓ DEC
-34,600$319.68K
CITADEL ADVISORS LLC↓ DEC
-15,770$522.10K
BARCLAYS PLC↓ DEC
-9,535$366.59K
WELLINGTON MANAGEMENT GROUP LLP↓ DEC
-6,705$7.83M
WELLS FARGO & COMPANY/MN↓ DEC
-5,295$57.32K
GEODE CAPITAL MANAGEMENT, LLC↓ DEC
-2,801$3.27M
CHARLES SCHWAB INVESTMENT MANAGEMENT INC↓ DEC
-2,764$395.18K
BlackRock, Inc.↓ DEC
-2,730$7.72M