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 |
|---|---|---|---|---|
BlackRock, Inc.CIK 0002012383 | 152,515 | $7.49M | -6,725 | ↓ DEC |
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119 | 111,330 | $5.47M | +111,330 | NEW |
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.CIK 0001238990 | 61,735 | $3.03M | +1,735 | ↑ INC |
DIMENSIONAL FUND ADVISORS LPCIK 0000354204 | 56,941 | $2.80M | -5,179 | ↓ DEC |
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717 | 48,347 | $2.38M | -1,113 | ↓ DEC |
NORTHERN TRUST CORPCIK 0000073124 | 46,691 | $2.29M | -692 | ↓ DEC |
STATE STREET CORPCIK 0000093751 | 33,114 | $1.63M | +1,577 | ↑ INC |
JPMORGAN CHASE & COCIK 0000019617 | 32,036 | $1.52M | -1,919 | ↓ DEC |
Quadrature Capital LtdCIK 0001651424 | 14,986 | $736.11K | +9,262 | ↑ INC |
MORGAN STANLEYCIK 0000895421 | 14,213 | $698.15K | +10,241 | ↑ INC |
BNP PARIBAS FINANCIAL MARKETSCIK 0001166588 | 13,234 | $650.05K | +3,881 | ↑ INC |
VANGUARD FIDUCIARY TRUST COCIK 0000933478 | 13,068 | $641.90K | +13,068 | NEW |
LPL Financial LLCCIK 0001403438 | 13,060 | $641.51K | +7,140 | ↑ INC |
VANGUARD PORTFOLIO MANAGEMENT LLCCIK 0002100121 | 12,437 | $610.90K | +12,437 | NEW |
OSAIC HOLDINGS, INC.CIK 0001677044 | 11,574 | $568.51K | +140 | ↑ INC |
Bank of New York Mellon CorpCIK 0001390777 | 11,059 | $543.22K | -844 | ↓ DEC |
UBS Group AGCIK 0001610520 | 10,861 | $533.49K | -7,504 | ↓ DEC |
CORSAIR CAPITAL MANAGEMENT, L.P.CIK 0001276470 | 10,835 | $532.22K | +10,835 | NEW |
BARD ASSOCIATES INCCIK 0001105907 | 10,566 | $519.00K | -23 | ↓ DEC |
GOLDMAN SACHS GROUP INCCIK 0000886982 | 10,141 | $498.13K | +2,038 | ↑ INC |
CITADEL ADVISORS LLCCIK 0001423053 | 8,986 | $441.39K | -2,495 | ↓ DEC |
CHARLES SCHWAB INVESTMENT MANAGEMENT INCCIK 0000884546 | 6,493 | $318.94K | -718 | ↓ DEC |
O'SHAUGHNESSY ASSET MANAGEMENT, LLCCIK 0001423442 | 6,326 | $310.73K | -3,017 | ↓ DEC |
MORGAN DEMPSEY CAPITAL MANAGEMENT LLCCIK 0001050463 | 5,808 | $285.66K | +339 | ↑ INC |
FIRST TRUST ADVISORS LPCIK 0001125816 | 5,709 | $280.43K | -66 | ↓ DEC |
| Filer | Δ Shares | Value |
|---|---|---|
VANGUARD CAPITAL MANAGEMENT LLCNEW | +111,330 | $5.47M |
VANGUARD FIDUCIARY TRUST CONEW | +13,068 | $641.90K |
VANGUARD PORTFOLIO MANAGEMENT LLCNEW | +12,437 | $610.90K |
CORSAIR CAPITAL MANAGEMENT, L.P.NEW | +10,835 | $532.22K |
MORGAN STANLEY↑ INC | +10,241 | $698.15K |
Quadrature Capital Ltd↑ INC | +9,262 | $736.11K |
LPL Financial LLC↑ INC | +7,140 | $641.51K |
Nuveen, LLCNEW | +4,997 | $245.45K |
BNP PARIBAS FINANCIAL MARKETS↑ INC | +3,881 | $650.05K |
GOLDMAN SACHS GROUP INC↑ INC | +2,038 | $498.13K |
| Filer | Δ Shares | Value |
|---|---|---|
LSV ASSET MANAGEMENT↓ DEC | -16,916 | $34.00 |
UBS Group AG↓ DEC | -7,504 | $533.49K |
BlackRock, Inc.↓ DEC | -6,725 | $7.49M |
DIMENSIONAL FUND ADVISORS LP↓ DEC | -5,179 | $2.80M |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC↓ DEC | -3,017 | $310.73K |
BARCLAYS PLC↓ DEC | -2,959 | $15.91K |
CITIGROUP INC↓ DEC | -2,906 | $118.04K |
ROYAL BANK OF CANADA↓ DEC | -2,638 | $71.00K |
CITADEL ADVISORS LLC↓ DEC | -2,495 | $441.39K |
JPMORGAN CHASE & CO↓ DEC | -1,919 | $1.52M |