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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

Institutions57.0%
Insiders19.1%
Institutions Count111
Institutions 57.0%Insiders 19.1%Float (Other) 24.0%
13F Filers (top 25)25Quarter 2026-03-31
Top-25 Reported Value$284.55MSum of shown holders' market value
Net Position Change10 adds · 10 trimsLargest movers this quarter

Top Holders by Value

25 shown
FilerSharesMarket ValueΔ SharesChange
WELLINGTON MANAGEMENT GROUP LLPCIK 0000902219
4,507,932$77.81M+678,251↑ INC
BlackRock, Inc.CIK 0002012383
1,391,500$24.02M+37,252↑ INC
Boston PartnersCIK 0001386060
1,215,187$20.98M+1,173,610↑ INC
MORGAN STANLEYCIK 0000895421
1,009,406$17.42M-7,537↓ DEC
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119
926,036$15.98M+926,036NEW
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLCCIK 0001164833
737,370$12.73M+737,370NEW
TWO SIGMA INVESTMENTS, LPCIK 0001179392
600,655$10.37M+386,326↑ INC
MALTESE CAPITAL MANAGEMENT LLCCIK 0001040762
572,175$9.88M+192,175↑ INC
AMERICAN CENTURY COMPANIES INCCIK 0000748054
481,698$8.31M+160,081↑ INC
ALGEBRIS (UK) LTDCIK 0001700286
478,504$8.25M+208,693↑ INC
JACOBS ASSET MANAGEMENT, LLCCIK 0001351063
425,000$7.34M-50,000↓ DEC
GOLDMAN SACHS GROUP INCCIK 0000886982
399,104$6.89M-361,249↓ DEC
Russell Investments Group, Ltd.CIK 0001692234
395,102$6.82M+137,588↑ INC
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717
360,776$6.23M+8,609↑ INC
EverSource Wealth Advisors, LLCCIK 0001710537
29,012$6.00M+28,916↑ INC
STATE STREET CORPCIK 0000093751
334,929$5.78M+61,342↑ INC
MENDON CAPITAL ADVISORS CORPCIK 0001177043
308,624$5.33M+143,010↑ INC
JPMORGAN CHASE & COCIK 0000019617
310,502$5.27M+49,628↑ INC
STATE OF WISCONSIN INVESTMENT BOARDCIK 0000854157
299,469$5.17M-30,007↓ DEC
Brevan Howard Capital Management LPCIK 0001512857
250,334$4.32M+50,334↑ INC
EJF Capital LPCIK 0001353254
245,107$4.23M+29,665↑ INC
Curi Capital, LLCCIK 0001332905
245,097$4.23M+79,402↑ INC
North Reef Capital Management LPCIK 0001867831
232,396$4.01M-26,356↓ DEC
BANK OF AMERICA CORP /DE/CIK 0000070858
215,544$3.72M+120,554↑ INC
MILLENNIUM MANAGEMENT LLCCIK 0001273087
201,727$3.48M-170,660↓ DEC

Top Adds (Buyers)

FilerΔ SharesValue
Boston Partners↑ INC
+1,173,610$20.98M
VANGUARD CAPITAL MANAGEMENT LLCNEW
+926,036$15.98M
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLCNEW
+737,370$12.73M
WELLINGTON MANAGEMENT GROUP LLP↑ INC
+678,251$77.81M
TWO SIGMA INVESTMENTS, LP↑ INC
+386,326$10.37M
ALGEBRIS (UK) LTD↑ INC
+208,693$8.25M
MALTESE CAPITAL MANAGEMENT LLC↑ INC
+192,175$9.88M
VANGUARD PORTFOLIO MANAGEMENT LLCNEW
+167,619$2.89M
AMERICAN CENTURY COMPANIES INC↑ INC
+160,081$8.31M
MENDON CAPITAL ADVISORS CORP↑ INC
+143,010$5.33M

Top Trims (Sellers)

FilerΔ SharesValue
GOLDMAN SACHS GROUP INC↓ DEC
-361,249$6.89M
MILLENNIUM MANAGEMENT LLC↓ DEC
-170,660$3.48M
BALYASNY ASSET MANAGEMENT L.P.↓ DEC
-105,195$240.21K
JACOBS ASSET MANAGEMENT, LLC↓ DEC
-50,000$7.34M
Quantbot Technologies LP↓ DEC
-33,916$129.45K
STATE OF WISCONSIN INVESTMENT BOARD↓ DEC
-30,007$5.17M
BARCLAYS PLC↓ DEC
-27,170$649.15K
North Reef Capital Management LP↓ DEC
-26,356$4.01M
BNP PARIBAS FINANCIAL MARKETS↓ DEC
-18,404$2.65M
Jump Financial, LLC↓ DEC
-16,680$359.01K