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.
| Filer | Shares | Market Value | Δ Shares | Change |
|---|---|---|---|---|
Fourthstone LLCCIK 0001767803 | 219,663 | $9.63M | +20,859 | ↑ INC |
BlackRock, Inc.CIK 0002012383 | 206,482 | $9.06M | -4,324 | ↓ DEC |
MANUFACTURERS LIFE INSURANCE COMPANY, THECIK 0000928047 | 177,978 | $7.81M | -2,372 | ↓ DEC |
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119 | 159,746 | $7.01M | +159,746 | NEW |
DIMENSIONAL FUND ADVISORS LPCIK 0000354204 | 95,786 | $4.20M | +3,098 | ↑ INC |
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717 | 87,153 | $3.82M | -863 | ↓ DEC |
STATE STREET CORPCIK 0000093751 | 59,037 | $2.59M | +14,152 | ↑ INC |
BRIDGEWAY CAPITAL MANAGEMENT, LLCCIK 0001107261 | 36,074 | $1.58M | +556 | ↑ INC |
Prosperity Consulting Group, LLCCIK 0001910398 | 34,749 | $1.52M | – | no_change |
NORTHERN TRUST CORPCIK 0000073124 | 30,187 | $1.32M | +1,204 | ↑ INC |
AA Financial Advisors, LLCCIK 0002016899 | 28,906 | $1.27M | +36 | ↑ INC |
Corient Private Wealth LLCCIK 0001948780 | 31,621 | $1.23M | – | no_change |
49 WEALTH MANAGEMENT, LLCCIK 0002022291 | 26,522 | $1.16M | -1,615 | ↓ DEC |
VANGUARD FIDUCIARY TRUST COCIK 0000933478 | 23,508 | $1.03M | +23,508 | NEW |
VANGUARD PORTFOLIO MANAGEMENT LLCCIK 0002100121 | 21,959 | $963.12K | +21,959 | NEW |
O'SHAUGHNESSY ASSET MANAGEMENT, LLCCIK 0001423442 | 16,973 | $744.44K | -2,584 | ↓ DEC |
RENAISSANCE TECHNOLOGIES LLCCIK 0001037389 | 14,775 | $648.03K | +200 | ↑ INC |
GOLDMAN SACHS GROUP INCCIK 0000886982 | 14,703 | $644.87K | +9,095 | ↑ INC |
RITHOLTZ WEALTH MANAGEMENTCIK 0001698218 | 12,382 | $543.06K | -990 | ↓ DEC |
CHARLES SCHWAB INVESTMENT MANAGEMENT INCCIK 0000884546 | 9,676 | $424.39K | -1,279 | ↓ DEC |
Bank of New York Mellon CorpCIK 0001390777 | 8,410 | $368.87K | -614 | ↓ DEC |
UBS Group AGCIK 0001610520 | 6,804 | $298.42K | +6,056 | ↑ INC |
GTS SECURITIES LLCCIK 0001452765 | 6,355 | $278.73K | +6,355 | NEW |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPCIK 0001164508 | 5,827 | $255.57K | +5,827 | NEW |
BANK OF MONTREAL /CAN/CIK 0000927971 | 5,563 | $243.99K | – | no_change |
| Filer | Δ Shares | Value |
|---|---|---|
VANGUARD CAPITAL MANAGEMENT LLCNEW | +159,746 | $7.01M |
VANGUARD FIDUCIARY TRUST CONEW | +23,508 | $1.03M |
VANGUARD PORTFOLIO MANAGEMENT LLCNEW | +21,959 | $963.12K |
Fourthstone LLC↑ INC | +20,859 | $9.63M |
STATE STREET CORP↑ INC | +14,152 | $2.59M |
GOLDMAN SACHS GROUP INC↑ INC | +9,095 | $644.87K |
GTS SECURITIES LLCNEW | +6,355 | $278.73K |
UBS Group AG↑ INC | +6,056 | $298.42K |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPNEW | +5,827 | $255.57K |
DIMENSIONAL FUND ADVISORS LP↑ INC | +3,098 | $4.20M |
| Filer | Δ Shares | Value |
|---|---|---|
BARCLAYS PLC↓ DEC | -4,981 | $104.52K |
BlackRock, Inc.↓ DEC | -4,324 | $9.06M |
WELLS FARGO & COMPANY/MN↓ DEC | -2,827 | $67.77K |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC↓ DEC | -2,584 | $744.44K |
MANUFACTURERS LIFE INSURANCE COMPANY, THE↓ DEC | -2,372 | $7.81M |
MORGAN STANLEY↓ DEC | -2,337 | $139.61K |
49 WEALTH MANAGEMENT, LLC↓ DEC | -1,615 | $1.16M |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC↓ DEC | -1,279 | $424.39K |
RITHOLTZ WEALTH MANAGEMENT↓ DEC | -990 | $543.06K |
GEODE CAPITAL MANAGEMENT, LLC↓ DEC | -863 | $3.82M |