Stockfacts
Use CasesDocsPricing
Log inSign up free
OverviewFinancialsTrendsTranscriptsOptionsInstitutionsInsidersCorporate ActionsSEC Filings
Stockfacts

EOD US-equity data for investors and AI agents

Data is end-of-day, not real-time, and not investment advice

Use CasesDashboard

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

Institutions18.9%
Insiders2.0%
Institutions Count58
Institutions 18.9%Insiders 2.0%Float (Other) 79.1%
13F Filers (top 25)25Quarter 2026-03-31
Top-25 Reported Value$33.16MSum of shown holders' market value
Net Position Change10 adds · 10 trimsLargest movers this quarter

Top Holders by Value

25 shown
FilerSharesMarket ValueΔ SharesChange
DIMENSIONAL FUND ADVISORS LPCIK 0000354204
1,338,021$11.31M-9,478↓ DEC
RENAISSANCE TECHNOLOGIES LLCCIK 0001037389
872,741$7.37M-36,461↓ DEC
BlackRock, Inc.CIK 0002012383
422,852$3.57M-6,696↓ DEC
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119
227,884$1.93M+227,884NEW
BRIDGEWAY CAPITAL MANAGEMENT, LLCCIK 0001107261
210,090$1.78M+8,054↑ INC
Pacific Ridge Capital Partners, LLCCIK 0001591546
194,639$1.64M+759↑ INC
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717
137,914$1.17M-4,251↓ DEC
Horrell Capital Management, Inc.CIK 0001385925
89,548$756.81K-7,972↓ DEC
STATE STREET CORPCIK 0000093751
61,452$519.27K-700↓ DEC
MAI Capital ManagementCIK 0001040197
57,476$485.67K+6↑ INC
Pinnacle Holdings, LLCCIK 0001411784
56,219$475.05K-1,366↓ DEC
NORTHERN TRUST CORPCIK 0000073124
51,801$437.72K-3,479↓ DEC
VANGUARD FIDUCIARY TRUST COCIK 0000933478
32,346$273.32K+32,346NEW
VANGUARD PORTFOLIO MANAGEMENT LLCCIK 0002100121
27,603$233.25K+27,603NEW
EJF Capital LPCIK 0001353254
25,000$211.25K–no_change
CITADEL ADVISORS LLCCIK 0001423053
21,383$180.69K+3,328↑ INC
JANE STREET GROUP, LLCCIK 0001595888
15,846$133.90K+3,704↑ INC
Nuveen, LLCCIK 0001871926
14,463$122.21K+88↑ INC
BANK OF AMERICA CORP /DE/CIK 0000070858
14,112$119.25K-407↓ DEC
Bank of New York Mellon CorpCIK 0001390777
11,923$100.75K-3,352↓ DEC
CHARLES SCHWAB INVESTMENT MANAGEMENT INCCIK 0000884546
11,645$98.40K–no_change
PRELUDE CAPITAL MANAGEMENT, LLCCIK 0001387508
10,000$84.50K–no_change
EverSource Wealth Advisors, LLCCIK 0001710537
1,826$72.71K+1,815↑ INC
RHUMBLINE ADVISERSCIK 0001115418
6,787$57.34K-1,783↓ DEC
STRS OHIOCIK 0000820478
4,220$35.66K–no_change

Top Adds (Buyers)

FilerΔ SharesValue
VANGUARD CAPITAL MANAGEMENT LLCNEW
+227,884$1.93M
VANGUARD FIDUCIARY TRUST CONEW
+32,346$273.32K
VANGUARD PORTFOLIO MANAGEMENT LLCNEW
+27,603$233.25K
BRIDGEWAY CAPITAL MANAGEMENT, LLC↑ INC
+8,054$1.78M
JANE STREET GROUP, LLC↑ INC
+3,704$133.90K
CITADEL ADVISORS LLC↑ INC
+3,328$180.69K
Vanguard Global Advisers, LLCNEW
+2,282$19.28K
EverSource Wealth Advisors, LLC↑ INC
+1,815$72.71K
Tower Research Capital LLC (TRC)↑ INC
+1,783$22.56K
Pacific Ridge Capital Partners, LLC↑ INC
+759$1.64M

Top Trims (Sellers)

FilerΔ SharesValue
RENAISSANCE TECHNOLOGIES LLC↓ DEC
-36,461$7.37M
MORGAN STANLEY↓ DEC
-10,607$29.48K
DIMENSIONAL FUND ADVISORS LP↓ DEC
-9,478$11.31M
Horrell Capital Management, Inc.↓ DEC
-7,972$756.81K
BlackRock, Inc.↓ DEC
-6,696$3.57M
BARCLAYS PLC↓ DEC
-6,599$6.24K
GEODE CAPITAL MANAGEMENT, LLC↓ DEC
-4,251$1.17M
WELLS FARGO & COMPANY/MN↓ DEC
-3,520$15.13K
NORTHERN TRUST CORP↓ DEC
-3,479$437.72K
Bank of New York Mellon Corp↓ DEC
-3,352$100.75K