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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

Institutions52.3%
Insiders5.6%
Institutions Count138
Institutions 52.3%Insiders 5.6%Float (Other) 42.1%
13F Filers (top 25)25Quarter 2026-03-31
Top-25 Reported Value$145.29MSum of shown holders' market value
Net Position Change10 adds · 10 trimsLargest movers this quarter

Top Holders by Value

25 shown
FilerSharesMarket ValueΔ SharesChange
Patriot Financial Partners GP II, L.P.CIK 0002061817
2,307,692$25.27M–no_change
BlackRock, Inc.CIK 0002012383
2,196,013$24.05M+33,178↑ INC
EverSource Wealth Advisors, LLCCIK 0001710537
29,676$15.30M+28,613↑ INC
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119
1,166,164$12.77M+1,166,164NEW
GOLDMAN SACHS GROUP INCCIK 0000886982
663,764$7.27M+114,525↑ INC
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717
657,346$7.20M+39,357↑ INC
MARSHALL WACE, LLPCIK 0001318757
624,203$6.84M+109,223↑ INC
AQR CAPITAL MANAGEMENT LLCCIK 0001167557
564,888$6.19M+29,365↑ INC
STATE STREET CORPCIK 0000093751
517,702$5.77M+15,798↑ INC
ROYCE & ASSOCIATES LPCIK 0000906304
337,544$3.70M–no_change
Connor, Clark & Lunn Investment Management Ltd.CIK 0001596800
299,968$3.28M+31,292↑ INC
MORGAN STANLEYCIK 0000895421
254,580$2.79M+96,516↑ INC
FRANKLIN RESOURCES INCCIK 0000038777
253,993$2.78M+238,060↑ INC
Nuveen, LLCCIK 0001871926
241,174$2.64M-31,617↓ DEC
TWO SIGMA INVESTMENTS, LPCIK 0001179392
239,158$2.62M-18,623↓ DEC
North Reef Capital Management LPCIK 0001867831
198,954$2.18M-187,969↓ DEC
NORTHERN TRUST CORPCIK 0000073124
194,369$2.13M+22,481↑ INC
VANGUARD PORTFOLIO MANAGEMENT LLCCIK 0002100121
178,566$1.96M+178,566NEW
VANGUARD FIDUCIARY TRUST COCIK 0000933478
169,764$1.86M+169,764NEW
Squarepoint Ops LLCCIK 0001642575
161,807$1.77M+30,100↑ INC
Trexquant Investment LPCIK 0001633445
142,613$1.56M-2,640↓ DEC
Bank of New York Mellon CorpCIK 0001390777
138,506$1.52M+36,731↑ INC
AMERIPRISE FINANCIAL INCCIK 0000820027
134,181$1.47M-4,310↓ DEC
BARRETT & COMPANY, INC.CIK 0000887602
110,915$1.21M+4,895↑ INC
Qube Research & Technologies LtdCIK 0001729829
108,393$1.19M+44,490↑ INC

Top Adds (Buyers)

FilerΔ SharesValue
VANGUARD CAPITAL MANAGEMENT LLCNEW
+1,166,164$12.77M
PRICE T ROWE ASSOCIATES INC /MD/↑ INC
+565,363$10.10K
FRANKLIN RESOURCES INC↑ INC
+238,060$2.78M
VANGUARD PORTFOLIO MANAGEMENT LLCNEW
+178,566$1.96M
VANGUARD FIDUCIARY TRUST CONEW
+169,764$1.86M
GOLDMAN SACHS GROUP INC↑ INC
+114,525$7.27M
MARSHALL WACE, LLP↑ INC
+109,223$6.84M
MORGAN STANLEY↑ INC
+96,516$2.79M
Numerai GP LLCNEW
+60,612$663.70K
Qube Research & Technologies Ltd↑ INC
+44,490$1.19M

Top Trims (Sellers)

FilerΔ SharesValue
North Reef Capital Management LP↓ DEC
-187,969$2.18M
UBS Group AG↓ DEC
-108,769$171.59K
JPMORGAN CHASE & CO↓ DEC
-98,670$106.70K
Ancora Advisors LLC↓ DEC
-60,092$34.03K
CITADEL ADVISORS LLC↓ DEC
-48,379$197.10K
Magnetar Financial LLC↓ DEC
-39,918$154.63K
GSA CAPITAL PARTNERS LLP↓ DEC
-38,354$666.00
Jump Financial, LLC↓ DEC
-33,855$593.81K
Nuveen, LLC↓ DEC
-31,617$2.64M
Campbell & CO Investment Adviser LLC↓ DEC
-31,169$136.12K