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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

Institutions89.0%
Insiders2.0%
Institutions Count242
Institutions 89.0%Insiders 2.0%Float (Other) 9.0%
13F Filers (top 25)25Quarter 2026-03-31
Top-25 Reported Value$539.26MSum of shown holders' market value
Net Position Change10 adds · 10 trimsLargest movers this quarter

Top Holders by Value

25 shown
FilerSharesMarket ValueΔ SharesChange
BlackRock, Inc.CIK 0002012383
15,071,609$99.02M+552,844↑ INC
VANGUARD PORTFOLIO MANAGEMENT LLCCIK 0002100121
12,487,149$82.04M+12,487,149NEW
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119
5,648,873$37.11M+5,648,873NEW
STATE STREET CORPCIK 0000093751
5,305,333$34.86M-84,585↓ DEC
WILSEY ASSET MANAGEMENT INCCIK 0001598379
4,892,550$32.14M+651,648↑ INC
PRIVATE MANAGEMENT GROUP INCCIK 0001142031
4,101,889$26.95M+324,917↑ INC
PRUDENTIAL FINANCIAL INCCIK 0001137774
3,502,063$23.01M+578,287↑ INC
CENTERSQUARE INVESTMENT MANAGEMENT LLCCIK 0001725296
3,479,473$22.86M+50,109↑ INC
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717
3,232,528$21.24M-14,988↓ DEC
CHARLES SCHWAB INVESTMENT MANAGEMENT INCCIK 0000884546
3,197,373$21.01M-253,448↓ DEC
WELLINGTON MANAGEMENT GROUP LLPCIK 0000902219
2,876,650$18.90M-149,457↓ DEC
AMERIPRISE FINANCIAL INCCIK 0000820027
2,271,113$14.91M-468,730↓ DEC
SYSTEMATIC FINANCIAL MANAGEMENT LPCIK 0001085936
1,666,836$10.95M-9,305↓ DEC
DIMENSIONAL FUND ADVISORS LPCIK 0000354204
1,554,400$10.21M-123,690↓ DEC
TWO SIGMA INVESTMENTS, LPCIK 0001179392
1,538,821$10.11M+1,001,095↑ INC
NORTHERN TRUST CORPCIK 0000073124
1,482,200$9.74M+57,365↑ INC
Universal- Beteiligungs- und Servicegesellschaft mbHCIK 0002057170
1,437,438$9.44M-53,076↓ DEC
JPMORGAN CHASE & COCIK 0000019617
1,389,463$9.03M-375,736↓ DEC
GOLDMAN SACHS GROUP INCCIK 0000886982
1,302,010$8.55M-98,376↓ DEC
GLENMEDE TRUST CO NACIK 0000314949
1,291,717$8.49M-119,117↓ DEC
MORGAN STANLEYCIK 0000895421
1,038,178$6.82M-125,467↓ DEC
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLCCIK 0000861177
978,470$6.43M+975,737↑ INC
VANGUARD FIDUCIARY TRUST COCIK 0000933478
811,187$5.33M+811,187NEW
Clearbridge Investments, LLCCIK 0001348883
776,838$5.10M-26,183↓ DEC
CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLCCIK 0001033984
762,121$5.01M-57,117↓ DEC

Top Adds (Buyers)

FilerΔ SharesValue
VANGUARD PORTFOLIO MANAGEMENT LLCNEW
+12,487,149$82.04M
VANGUARD CAPITAL MANAGEMENT LLCNEW
+5,648,873$37.11M
TWO SIGMA INVESTMENTS, LP↑ INC
+1,001,095$10.11M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC↑ INC
+975,737$6.43M
VANGUARD FIDUCIARY TRUST CONEW
+811,187$5.33M
COHEN & STEERS, INC.↑ INC
+728,855$48.80K
WILSEY ASSET MANAGEMENT INC↑ INC
+651,648$32.14M
PRUDENTIAL FINANCIAL INC↑ INC
+578,287$23.01M
BlackRock, Inc.↑ INC
+552,844$99.02M
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.NEW
+550,013$3.61M

Top Trims (Sellers)

FilerΔ SharesValue
AMERIPRISE FINANCIAL INC↓ DEC
-468,730$14.91M
JPMORGAN CHASE & CO↓ DEC
-375,736$9.03M
Man Group plc↓ DEC
-356,112$339.40K
SG Americas Securities, LLC↓ DEC
-319,329$1.00K
CHARLES SCHWAB INVESTMENT MANAGEMENT INC↓ DEC
-253,448$21.01M
Helix Partners Management LP↓ DEC
-185,213$2.89M
BARCLAYS PLC↓ DEC
-164,705$223.90K
WELLINGTON MANAGEMENT GROUP LLP↓ DEC
-149,457$18.90M
BANK OF AMERICA CORP /DE/↓ DEC
-130,635$4.98M
MORGAN STANLEY↓ DEC
-125,467$6.82M