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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

Institutions37.7%
Insiders15.1%
Institutions Count136
Institutions 37.7%Insiders 15.1%Float (Other) 47.2%
13F Filers (top 25)25Quarter 2026-03-31
Top-25 Reported Value$155.63MSum 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
1,712,531$36.75M-32,821↓ DEC
VANGUARD PORTFOLIO MANAGEMENT LLCCIK 0002100121
878,786$18.86M+878,786NEW
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119
732,872$15.73M+732,872NEW
RENAISSANCE TECHNOLOGIES LLCCIK 0001037389
514,751$11.05M-27,300↓ DEC
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717
498,265$10.69M+13,386↑ INC
STATE STREET CORPCIK 0000093751
414,463$9.07M+25,365↑ INC
ALTFEST L J & CO INCCIK 0000712050
356,763$7.66M–no_change
GOLDMAN SACHS GROUP INCCIK 0000886982
278,047$5.97M+200,139↑ INC
NORTHERN TRUST CORPCIK 0000073124
260,071$5.58M+5,844↑ INC
DIMENSIONAL FUND ADVISORS LPCIK 0000354204
233,957$5.02M+1,246↑ INC
TWO SIGMA INVESTMENTS, LPCIK 0001179392
164,307$3.53M+43,595↑ INC
CITADEL ADVISORS LLCCIK 0001423053
137,559$2.95M-55,630↓ DEC
CHARLES SCHWAB INVESTMENT MANAGEMENT INCCIK 0000884546
136,643$2.93M-176↓ DEC
Bank of New York Mellon CorpCIK 0001390777
114,559$2.46M-2,182↓ DEC
MORGAN STANLEYCIK 0000895421
104,663$2.25M+1,642↑ INC
VANGUARD FIDUCIARY TRUST COCIK 0000933478
101,785$2.18M+101,785NEW
Quantinno Capital Management LPCIK 0001759654
96,336$2.07M+22,961↑ INC
MACKENZIE FINANCIAL CORPCIK 0000919859
82,439$1.77M+67,684↑ INC
Qube Research & Technologies LtdCIK 0001729829
73,874$1.59M-45,487↓ DEC
Man Group plcCIK 0001637460
67,577$1.45M+13,185↑ INC
WELLS FARGO & COMPANY/MNCIK 0000072971
66,901$1.44M-14,933↓ DEC
UBS Group AGCIK 0001610520
66,580$1.43M+14,280↑ INC
EXCHANGE TRADED CONCEPTS, LLCCIK 0001457320
56,278$1.21M+320↑ INC
Pathstone Holdings, LLCCIK 0002011612
47,370$1.02M–no_change
AQR CAPITAL MANAGEMENT LLCCIK 0001167557
46,592$999.87K+34,999↑ INC

Top Adds (Buyers)

FilerΔ SharesValue
VANGUARD PORTFOLIO MANAGEMENT LLCNEW
+878,786$18.86M
VANGUARD CAPITAL MANAGEMENT LLCNEW
+732,872$15.73M
GOLDMAN SACHS GROUP INC↑ INC
+200,139$5.97M
VANGUARD FIDUCIARY TRUST CONEW
+101,785$2.18M
MACKENZIE FINANCIAL CORP↑ INC
+67,684$1.77M
TWO SIGMA INVESTMENTS, LP↑ INC
+43,595$3.53M
AQR CAPITAL MANAGEMENT LLC↑ INC
+34,999$999.87K
STATE STREET CORP↑ INC
+25,365$9.07M
Quantinno Capital Management LP↑ INC
+22,961$2.07M
Vanguard Global Advisers, LLCNEW
+16,469$353.43K

Top Trims (Sellers)

FilerΔ SharesValue
CITADEL ADVISORS LLC↓ DEC
-55,630$2.95M
LOS ANGELES CAPITAL MANAGEMENT LLC↓ DEC
-53,696$197.86K
Qube Research & Technologies Ltd↓ DEC
-45,487$1.59M
BlackRock, Inc.↓ DEC
-32,821$36.75M
BARCLAYS PLC↓ DEC
-29,838$75.67K
RENAISSANCE TECHNOLOGIES LLC↓ DEC
-27,300$11.05M
MILLENNIUM MANAGEMENT LLC↓ DEC
-15,354$364.03K
WELLS FARGO & COMPANY/MN↓ DEC
-14,933$1.44M
JANE STREET GROUP, LLC↓ DEC
-11,659$764.94K
ExodusPoint Capital Management, LP↓ DEC
-9,793$240.74K