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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

Institutions38.0%
Insiders53.6%
Institutions Count34
Institutions 38.0%Insiders 53.6%Float (Other) 8.3%
13F Filers (top 25)25Quarter 2026-03-31
Top-25 Reported Value$34.80MSum of shown holders' market value
Net Position Change10 adds · 9 trimsLargest movers this quarter

Top Holders by Value

25 shown
FilerSharesMarket ValueΔ SharesChange
Topline Capital Management, LLCCIK 0001792549
579,363$7.66M-93,571↓ DEC
WASATCH ADVISORS LPCIK 0000814133
398,148$5.27M+132,405↑ INC
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.CIK 0001238990
323,475$4.28M+26,515↑ INC
LPL Financial LLCCIK 0001403438
255,872$3.38M+210,171↑ INC
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119
198,805$2.63M+198,805NEW
Archon Capital Management LLCCIK 0001398825
195,586$2.59M+19,582↑ INC
MARSHALL WACE, LLPCIK 0001318757
98,976$1.31M+8,104↑ INC
AMERIPRISE FINANCIAL INCCIK 0000820027
73,568$972.94K-900↓ DEC
Mink Brook Asset Management LLCCIK 0002052205
64,839$857.50K+48,926↑ INC
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717
62,725$830.18K-1,439↓ DEC
O'SHAUGHNESSY ASSET MANAGEMENT, LLCCIK 0001423442
54,273$717.76K-18,522↓ DEC
RITHOLTZ WEALTH MANAGEMENTCIK 0001698218
40,383$534.07K-6,357↓ DEC
BlackRock, Inc.CIK 0002012383
35,506$469.57K+5,681↑ INC
VANGUARD FIDUCIARY TRUST COCIK 0000933478
34,488$456.10K+34,488NEW
World Investment AdvisorsCIK 0001652594
31,603$417.95K-26,261↓ DEC
DIMENSIONAL FUND ADVISORS LPCIK 0000354204
28,618$378.22K+7,138↑ INC
STATE STREET CORPCIK 0000093751
25,857$341.96K–no_change
ESSEX INVESTMENT MANAGEMENT CO LLCCIK 0000201772
23,126$305.84K–no_change
CITADEL ADVISORS LLCCIK 0001423053
20,114$266.01K-16,171↓ DEC
Beacon Pointe Advisors, LLCCIK 0001744317
16,900$223.50K+2,850↑ INC
GOLDMAN SACHS GROUP INCCIK 0000886982
16,454$217.60K+2,019↑ INC
MORGAN DEMPSEY CAPITAL MANAGEMENT LLCCIK 0001050463
16,124$213.24K+106↑ INC
Man Group plcCIK 0001637460
14,109$186.59K+14,109NEW
NORTHERN TRUST CORPCIK 0000073124
11,759$155.51K+11,759NEW
BRIDGEWAY CAPITAL MANAGEMENT, LLCCIK 0001107261
11,000$145.47K–no_change

Top Adds (Buyers)

FilerΔ SharesValue
LPL Financial LLC↑ INC
+210,171$3.38M
VANGUARD CAPITAL MANAGEMENT LLCNEW
+198,805$2.63M
WASATCH ADVISORS LP↑ INC
+132,405$5.27M
Mink Brook Asset Management LLC↑ INC
+48,926$857.50K
VANGUARD FIDUCIARY TRUST CONEW
+34,488$456.10K
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.↑ INC
+26,515$4.28M
Archon Capital Management LLC↑ INC
+19,582$2.59M
Man Group plcNEW
+14,109$186.59K
NORTHERN TRUST CORPNEW
+11,759$155.51K
MARSHALL WACE, LLP↑ INC
+8,104$1.31M

Top Trims (Sellers)

FilerΔ SharesValue
Topline Capital Management, LLC↓ DEC
-93,571$7.66M
World Investment Advisors↓ DEC
-26,261$417.95K
O'SHAUGHNESSY ASSET MANAGEMENT, LLC↓ DEC
-18,522$717.76K
CITADEL ADVISORS LLC↓ DEC
-16,171$266.01K
RITHOLTZ WEALTH MANAGEMENT↓ DEC
-6,357$534.07K
GEODE CAPITAL MANAGEMENT, LLC↓ DEC
-1,439$830.18K
AMERIPRISE FINANCIAL INC↓ DEC
-900$972.94K
MORGAN STANLEY↓ DEC
-611$27.52K
OSAIC HOLDINGS, INC.↓ DEC
-480$67.73K