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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

Institutions78.5%
Insiders6.6%
Institutions Count167
Institutions 78.5%Insiders 6.6%Float (Other) 14.9%
13F Filers (top 25)25Quarter 2026-03-31
Top-25 Reported Value$216.99MSum 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
3,798,222$44.25M-38,135↓ DEC
DIMENSIONAL FUND ADVISORS LPCIK 0000354204
1,938,750$22.59M+12,863↑ INC
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119
1,490,172$17.36M+1,490,172NEW
IES Holdings, Inc.CIK 0001048268
1,362,485$15.87M+137,485↑ INC
CHARLES SCHWAB INVESTMENT MANAGEMENT INCCIK 0000884546
877,024$10.22M-121,699↓ DEC
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717
851,788$9.93M+24,155↑ INC
First Eagle Investment Management, LLCCIK 0001325447
846,185$9.86M+17,816↑ INC
KENNEDY CAPITAL MANAGEMENT LLCCIK 0000884589
799,736$9.32M-18,882↓ DEC
STATE STREET CORPCIK 0000093751
765,904$8.92M+6,623↑ INC
MORGAN STANLEYCIK 0000895421
692,407$8.07M-88,440↓ DEC
TWO SIGMA INVESTMENTS, LPCIK 0001179392
612,139$7.13M+432,831↑ INC
GOLDMAN SACHS GROUP INCCIK 0000886982
537,017$6.26M+187,326↑ INC
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPCIK 0001164508
401,100$4.67M+108,347↑ INC
JPMORGAN CHASE & COCIK 0000019617
396,171$4.46M+53,122↑ INC
VANGUARD PORTFOLIO MANAGEMENT LLCCIK 0002100121
372,125$4.34M+372,125NEW
GAMCO INVESTORS, INC. ET ALCIK 0000807249
366,709$4.27M-4,200↓ DEC
AMERICAN CENTURY COMPANIES INCCIK 0000748054
335,074$3.90M-17,921↓ DEC
VOYA INVESTMENT MANAGEMENT LLCCIK 0001068837
329,034$3.83M-45,159↓ DEC
BRIDGEWAY CAPITAL MANAGEMENT, LLCCIK 0001107261
321,323$3.74M+12,680↑ INC
AQR CAPITAL MANAGEMENT LLCCIK 0001167557
303,352$3.53M+46,391↑ INC
NORTHERN TRUST CORPCIK 0000073124
273,771$3.19M+17,613↑ INC
JACOBS LEVY EQUITY MANAGEMENT, INCCIK 0000884414
252,899$2.95M+28,169↑ INC
Groupe la FrancaiseCIK 0002056088
245,663$2.85M-2,393↓ DEC
Russell Investments Group, Ltd.CIK 0001692234
235,577$2.74M+15,964↑ INC
VANGUARD FIDUCIARY TRUST COCIK 0000933478
234,802$2.74M+234,802NEW

Top Adds (Buyers)

FilerΔ SharesValue
VANGUARD CAPITAL MANAGEMENT LLCNEW
+1,490,172$17.36M
TWO SIGMA INVESTMENTS, LP↑ INC
+432,831$7.13M
ACADIAN ASSET MANAGEMENT LLC↑ INC
+380,747$12.53K
VANGUARD PORTFOLIO MANAGEMENT LLCNEW
+372,125$4.34M
VANGUARD FIDUCIARY TRUST CONEW
+234,802$2.74M
GOLDMAN SACHS GROUP INC↑ INC
+187,326$6.26M
ALGERT GLOBAL LLC↑ INC
+185,252$2.57K
IES Holdings, Inc.↑ INC
+137,485$15.87M
CITADEL ADVISORS LLC↑ INC
+126,753$2.11M
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP↑ INC
+108,347$4.67M

Top Trims (Sellers)

FilerΔ SharesValue
CHARLES SCHWAB INVESTMENT MANAGEMENT INC↓ DEC
-121,699$10.22M
MORGAN STANLEY↓ DEC
-88,440$8.07M
MARSHALL WACE, LLP↓ DEC
-75,586$2.17M
RENAISSANCE TECHNOLOGIES LLC↓ DEC
-63,956$550.39K
BARCLAYS PLC↓ DEC
-53,031$626.22K
VOYA INVESTMENT MANAGEMENT LLC↓ DEC
-45,159$3.83M
Trexquant Investment LP↓ DEC
-41,172$870.83K
BlackRock, Inc.↓ DEC
-38,135$44.25M
BANK OF AMERICA CORP /DE/↓ DEC
-35,230$849.58K
Assenagon Asset Management S.A.↓ DEC
-33,160$734.75K