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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

Institutions60.9%
Insiders4.9%
Institutions Count93
Institutions 60.9%Insiders 4.9%Float (Other) 34.3%
13F Filers (top 25)25Quarter 2026-03-31
Top-25 Reported Value$107.40MSum of shown holders' market value
Net Position Change10 adds · 10 trimsLargest movers this quarter

Top Holders by Value

25 shown
FilerSharesMarket ValueΔ SharesChange
DIVERSIFY WEALTH MANAGEMENT, LLCCIK 0002030780
1,837,182$26.51M+1,837,182NEW
BlackRock, Inc.CIK 0002012383
744,961$9.91M-2,247↓ DEC
ALLIANCEBERNSTEIN L.P.CIK 0001109448
649,753$9.17M-32,167↓ DEC
DIMENSIONAL FUND ADVISORS LPCIK 0000354204
636,128$8.46M+26,618↑ INC
MANUFACTURERS LIFE INSURANCE COMPANY, THECIK 0000928047
567,085$7.54M-8,774↓ DEC
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119
559,264$7.44M+559,264NEW
Truffle Hound Capital, LLCCIK 0001595862
400,000$5.32M–no_change
MALTESE CAPITAL MANAGEMENT LLCCIK 0001040762
268,867$3.58M–no_change
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717
266,746$3.55M-7,832↓ DEC
Gator Capital Management, LLCCIK 0001570284
263,413$3.50M+12,190↑ INC
BRIDGEWAY CAPITAL MANAGEMENT, LLCCIK 0001107261
189,389$2.52M-19,651↓ DEC
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPCIK 0001164508
155,590$2.07M+21,713↑ INC
Connor, Clark & Lunn Investment Management Ltd.CIK 0001596800
150,766$2.01M+2,748↑ INC
STATE STREET CORPCIK 0000093751
149,526$1.99M+3,753↑ INC
SEGALL BRYANT & HAMILL, LLCCIK 0001006378
133,612$1.76M-281↓ DEC
MARSHALL WACE, LLPCIK 0001318757
122,533$1.63M+13,454↑ INC
AMERICAN CENTURY COMPANIES INCCIK 0000748054
121,195$1.61M–no_change
RAYMOND JAMES FINANCIAL INCCIK 0000720005
97,833$1.30M-16,188↓ DEC
NORTHERN TRUST CORPCIK 0000073124
87,509$1.16M+7,290↑ INC
Man Group plcCIK 0001637460
85,928$1.14M+31,182↑ INC
RENAISSANCE TECHNOLOGIES LLCCIK 0001037389
84,400$1.12M-13,800↓ DEC
GOLDMAN SACHS GROUP INCCIK 0000886982
83,748$1.11M+22,968↑ INC
Squarepoint Ops LLCCIK 0001642575
77,933$1.04M+31,205↑ INC
VANGUARD FIDUCIARY TRUST COCIK 0000933478
74,140$986.06K+74,140NEW
PRUDENTIAL FINANCIAL INCCIK 0001137774
73,345$975.49K+8,820↑ INC

Top Adds (Buyers)

FilerΔ SharesValue
DIVERSIFY WEALTH MANAGEMENT, LLCNEW
+1,837,182$26.51M
VANGUARD CAPITAL MANAGEMENT LLCNEW
+559,264$7.44M
VANGUARD FIDUCIARY TRUST CONEW
+74,140$986.06K
VANGUARD PORTFOLIO MANAGEMENT LLCNEW
+68,248$907.70K
Squarepoint Ops LLC↑ INC
+31,205$1.04M
Man Group plc↑ INC
+31,182$1.14M
DIMENSIONAL FUND ADVISORS LP↑ INC
+26,618$8.46M
GOLDMAN SACHS GROUP INC↑ INC
+22,968$1.11M
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP↑ INC
+21,713$2.07M
EverSource Wealth Advisors, LLC↑ INC
+19,220$896.75K

Top Trims (Sellers)

FilerΔ SharesValue
TWO SIGMA INVESTMENTS, LP↓ DEC
-32,933$409.36K
ALLIANCEBERNSTEIN L.P.↓ DEC
-32,167$9.17M
MILLENNIUM MANAGEMENT LLC↓ DEC
-24,558$185.92K
BRIDGEWAY CAPITAL MANAGEMENT, LLC↓ DEC
-19,651$2.52M
MORGAN STANLEY↓ DEC
-19,048$576.42K
RAYMOND JAMES FINANCIAL INC↓ DEC
-16,188$1.30M
RENAISSANCE TECHNOLOGIES LLC↓ DEC
-13,800$1.12M
BARCLAYS PLC↓ DEC
-13,460$65.38K
MANUFACTURERS LIFE INSURANCE COMPANY, THE↓ DEC
-8,774$7.54M
WELLS FARGO & COMPANY/MN↓ DEC
-8,244$104.74K