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 |
|---|---|---|---|---|
MAGNOLIA GROUP, LLCCIK 0001618376 | 1,914,559 | $19.26M | -98,547 | ↓ DEC |
BlackRock, Inc.CIK 0002012383 | 1,371,869 | $13.80M | -28,169 | ↓ DEC |
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119 | 915,807 | $9.21M | +915,807 | NEW |
HEARTLAND ADVISORS INCCIK 0000937394 | 627,264 | $6.31M | – | no_change |
ArrowMark Colorado Holdings LLCCIK 0001483859 | 550,707 | $5.54M | -77,892 | ↓ DEC |
KENNEDY CAPITAL MANAGEMENT LLCCIK 0000884589 | 525,055 | $5.28M | +8,928 | ↑ INC |
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717 | 509,453 | $5.13M | -11,420 | ↓ DEC |
DIMENSIONAL FUND ADVISORS LPCIK 0000354204 | 465,015 | $4.68M | +15,027 | ↑ INC |
Gem Investment Advisors, LLCCIK 0001580018 | 449,829 | $4.53M | – | no_change |
STATE STREET CORPCIK 0000093751 | 447,360 | $4.50M | +8,571 | ↑ INC |
FIRST WILSHIRE SECURITIES MANAGEMENT INCCIK 0000732847 | 426,687 | $4.29M | +56,027 | ↑ INC |
MYDA Advisors LLCCIK 0001589689 | 357,742 | $3.60M | +57,742 | ↑ INC |
BARD ASSOCIATES INCCIK 0001105907 | 313,815 | $3.16M | -7,443 | ↓ DEC |
Curi Capital, LLCCIK 0001332905 | 304,545 | $3.06M | -37,666 | ↓ DEC |
EPIQ PARTNERS, LLCCIK 0001799435 | 257,517 | $2.59M | +860 | ↑ INC |
MORGAN STANLEYCIK 0000895421 | 222,437 | $2.24M | -7,008 | ↓ DEC |
NORTHERN TRUST CORPCIK 0000073124 | 176,209 | $1.77M | +5,952 | ↑ INC |
Boston PartnersCIK 0001386060 | 172,461 | $1.73M | -47,341 | ↓ DEC |
VANGUARD FIDUCIARY TRUST COCIK 0000933478 | 147,702 | $1.49M | +147,702 | NEW |
BLAIR WILLIAM & CO/ILCIK 0000902367 | 145,276 | $1.46M | -6,916 | ↓ DEC |
VANGUARD PORTFOLIO MANAGEMENT LLCCIK 0002100121 | 120,419 | $1.21M | +120,419 | NEW |
GOLDMAN SACHS GROUP INCCIK 0000886982 | 120,153 | $1.21M | +1,918 | ↑ INC |
Cannell & Spears LLCCIK 0001426319 | 114,000 | $1.15M | – | no_change |
RENAISSANCE TECHNOLOGIES LLCCIK 0001037389 | 84,439 | $849.46K | +23,139 | ↑ INC |
North Star Investment Management Corp.CIK 0001342857 | 82,000 | $824.92K | +82,000 | NEW |
| Filer | Δ Shares | Value |
|---|---|---|
VANGUARD CAPITAL MANAGEMENT LLCNEW | +915,807 | $9.21M |
VANGUARD FIDUCIARY TRUST CONEW | +147,702 | $1.49M |
VANGUARD PORTFOLIO MANAGEMENT LLCNEW | +120,419 | $1.21M |
North Star Investment Management Corp.NEW | +82,000 | $824.92K |
MYDA Advisors LLC↑ INC | +57,742 | $3.60M |
FIRST WILSHIRE SECURITIES MANAGEMENT INC↑ INC | +56,027 | $4.29M |
MARSHALL WACE, LLP↑ INC | +39,137 | $759.71K |
PRICE T ROWE ASSOCIATES INC /MD/↑ INC | +28,993 | $647.00 |
RENAISSANCE TECHNOLOGIES LLC↑ INC | +23,139 | $849.46K |
Lido Advisors, LLCNEW | +20,406 | $205.28K |
| Filer | Δ Shares | Value |
|---|---|---|
MAGNOLIA GROUP, LLC↓ DEC | -98,547 | $19.26M |
ArrowMark Colorado Holdings LLC↓ DEC | -77,892 | $5.54M |
Boston Partners↓ DEC | -47,341 | $1.73M |
Curi Capital, LLC↓ DEC | -37,666 | $3.06M |
BlackRock, Inc.↓ DEC | -28,169 | $13.80M |
BARCLAYS PLC↓ DEC | -27,829 | $47.83K |
Nuveen, LLC↓ DEC | -25,033 | $430.13K |
WELLS FARGO & COMPANY/MN↓ DEC | -15,497 | $79.25K |
SUSQUEHANNA INTERNATIONAL GROUP, LLP↓ DEC | -14,667 | $111.70K |
DIAMOND HILL CAPITAL MANAGEMENT INC↓ DEC | -12,660 | $634.58K |