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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

Institutions45.8%
Insiders40.7%
Institutions Count140
Institutions 45.8%Insiders 40.7%Float (Other) 13.5%
13F Filers (top 25)25Quarter 2026-03-31
Top-25 Reported Value$133.85MSum 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
3,871,619$17.07M-204,090↓ DEC
SteelPeak Wealth, LLCCIK 0001801868
3,373,000$14.87M+3,373,000NEW
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPCIK 0001164508
2,378,437$10.49M+761,685↑ INC
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119
2,149,277$9.48M+2,149,277NEW
Qube Research & Technologies LtdCIK 0001729829
1,714,639$7.56M+652,804↑ INC
UBS Group AGCIK 0001610520
1,405,531$6.20M-6,211↓ DEC
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717
1,344,921$5.93M+50,058↑ INC
RENAISSANCE TECHNOLOGIES LLCCIK 0001037389
1,328,843$5.86M+414,725↑ INC
GOLDMAN SACHS GROUP INCCIK 0000886982
1,251,959$5.52M+297,079↑ INC
VANGUARD PORTFOLIO MANAGEMENT LLCCIK 0002100121
1,221,494$5.39M+1,221,494NEW
EverSource Wealth Advisors, LLCCIK 0001710537
54,024$5.32M+53,656↑ INC
STATE STREET CORPCIK 0000093751
1,084,565$4.78M-6,474↓ DEC
DIMENSIONAL FUND ADVISORS LPCIK 0000354204
1,071,133$4.72M+150,763↑ INC
AQR CAPITAL MANAGEMENT LLCCIK 0001167557
1,031,335$4.55M+425,381↑ INC
SEI INVESTMENTS COCIK 0000350894
971,574$4.28M+591,495↑ INC
CITADEL ADVISORS LLCCIK 0001423053
678,277$2.99M+131,337↑ INC
Connor, Clark & Lunn Investment Management Ltd.CIK 0001596800
582,448$2.57M-1,781↓ DEC
Trexquant Investment LPCIK 0001633445
576,816$2.54M+140,484↑ INC
MILLENNIUM MANAGEMENT LLCCIK 0001273087
551,349$2.43M-9,761↓ DEC
LOS ANGELES CAPITAL MANAGEMENT LLCCIK 0001177206
481,442$2.12M+355,254↑ INC
ALLIANCEBERNSTEIN L.P.CIK 0001109448
322,961$2.05M+64,341↑ INC
CHARLES SCHWAB INVESTMENT MANAGEMENT INCCIK 0000884546
447,359$1.97M-12,086↓ DEC
NORTHERN TRUST CORPCIK 0000073124
396,067$1.75M-37,469↓ DEC
OP Asset Management LtdCIK 0002097005
334,412$1.71M+306,221↑ INC
MORGAN STANLEYCIK 0000895421
381,089$1.68M-499,035↓ DEC

Top Adds (Buyers)

FilerΔ SharesValue
SteelPeak Wealth, LLCNEW
+3,373,000$14.87M
VANGUARD CAPITAL MANAGEMENT LLCNEW
+2,149,277$9.48M
VANGUARD PORTFOLIO MANAGEMENT LLCNEW
+1,221,494$5.39M
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP↑ INC
+761,685$10.49M
Qube Research & Technologies Ltd↑ INC
+652,804$7.56M
SEI INVESTMENTS CO↑ INC
+591,495$4.28M
AQR CAPITAL MANAGEMENT LLC↑ INC
+425,381$4.55M
RENAISSANCE TECHNOLOGIES LLC↑ INC
+414,725$5.86M
Tieton Capital Management, LLC↑ INC
+384,062$8.95K
VANGUARD FIDUCIARY TRUST CONEW
+374,354$1.65M

Top Trims (Sellers)

FilerΔ SharesValue
MORGAN STANLEY↓ DEC
-499,035$1.68M
Nuveen, LLC↓ DEC
-368,692$543.62K
JANE STREET GROUP, LLC↓ DEC
-354,138$1.30M
AMERIPRISE FINANCIAL INC↓ DEC
-284,352$458.31K
STATE OF WISCONSIN INVESTMENT BOARD↓ DEC
-224,067$457.75K
BlackRock, Inc.↓ DEC
-204,090$17.07M
JPMORGAN CHASE & CO↓ DEC
-99,673$1.40M
FRANKLIN RESOURCES INC↓ DEC
-95,962$44.73K
BARCLAYS PLC↓ DEC
-74,440$52.68K
RAYMOND JAMES FINANCIAL INC↓ DEC
-69,691$1.07M