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 |
|---|---|---|---|---|
WELLINGTON MANAGEMENT GROUP LLPCIK 0000902219 | 418,608 | $16.39M | -68,835 | ↓ DEC |
BlackRock, Inc.CIK 0002012383 | 289,873 | $11.35M | -2,826 | ↓ DEC |
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119 | 229,006 | $8.97M | +229,006 | NEW |
Fourthstone LLCCIK 0001767803 | 194,918 | $7.63M | +40,385 | ↑ INC |
DIMENSIONAL FUND ADVISORS LPCIK 0000354204 | 167,283 | $6.55M | +7,404 | ↑ INC |
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717 | 106,256 | $4.16M | -3,186 | ↓ DEC |
BRIDGEWAY CAPITAL MANAGEMENT, LLCCIK 0001107261 | 81,132 | $3.18M | +7,314 | ↑ INC |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPCIK 0001164508 | 60,852 | $2.38M | -163 | ↓ DEC |
STATE STREET CORPCIK 0000093751 | 54,780 | $2.15M | -7,028 | ↓ DEC |
MALTESE CAPITAL MANAGEMENT LLCCIK 0001040762 | 49,958 | $1.96M | – | no_change |
RENAISSANCE TECHNOLOGIES LLCCIK 0001037389 | 37,614 | $1.47M | +9,407 | ↑ INC |
NORTHERN TRUST CORPCIK 0000073124 | 35,062 | $1.37M | +1,421 | ↑ INC |
Pinnacle Holdings, LLCCIK 0001411784 | 34,889 | $1.37M | – | no_change |
AMG National Trust BankCIK 0001388829 | 33,252 | $1.30M | – | no_change |
AMERICAN CENTURY COMPANIES INCCIK 0000748054 | 30,864 | $1.21M | +7,484 | ↑ INC |
VANGUARD FIDUCIARY TRUST COCIK 0000933478 | 29,932 | $1.17M | +29,932 | NEW |
HoldCo Asset Management, LPCIK 0001724246 | 25,284 | $990.12K | – | no_change |
VANGUARD PORTFOLIO MANAGEMENT LLCCIK 0002100121 | 24,301 | $951.63K | +24,301 | NEW |
De Lisle Partners LLPCIK 0002011184 | 21,461 | $840.41K | – | no_change |
MARTINGALE ASSET MANAGEMENT L PCIK 0000936944 | 19,347 | $757.63K | +19,347 | NEW |
MORGAN STANLEYCIK 0000895421 | 16,479 | $645.32K | +1,305 | ↑ INC |
GOLDMAN SACHS GROUP INCCIK 0000886982 | 16,439 | $643.75K | +10,191 | ↑ INC |
CITADEL ADVISORS LLCCIK 0001423053 | 15,321 | $599.97K | +4,075 | ↑ INC |
CHARLES SCHWAB INVESTMENT MANAGEMENT INCCIK 0000884546 | 10,780 | $422.14K | -1,693 | ↓ DEC |
HSBC HOLDINGS PLCCIK 0000873630 | 9,334 | $368.69K | +9,334 | NEW |
| Filer | Δ Shares | Value |
|---|---|---|
VANGUARD CAPITAL MANAGEMENT LLCNEW | +229,006 | $8.97M |
Fourthstone LLC↑ INC | +40,385 | $7.63M |
VANGUARD FIDUCIARY TRUST CONEW | +29,932 | $1.17M |
VANGUARD PORTFOLIO MANAGEMENT LLCNEW | +24,301 | $951.63K |
MARTINGALE ASSET MANAGEMENT L PNEW | +19,347 | $757.63K |
GOLDMAN SACHS GROUP INC↑ INC | +10,191 | $643.75K |
RENAISSANCE TECHNOLOGIES LLC↑ INC | +9,407 | $1.47M |
HSBC HOLDINGS PLCNEW | +9,334 | $368.69K |
FLYWHEEL PRIVATE WEALTH LLCNEW | +7,790 | $305.06K |
ACADIAN ASSET MANAGEMENT LLC↑ INC | +7,773 | $402.00 |
| Filer | Δ Shares | Value |
|---|---|---|
WELLINGTON MANAGEMENT GROUP LLP↓ DEC | -68,835 | $16.39M |
UBS Group AG↓ DEC | -33,773 | $298.67K |
PANAGORA ASSET MANAGEMENT INC↓ DEC | -9,916 | $264.64K |
STATE STREET CORP↓ DEC | -7,028 | $2.15M |
BARCLAYS PLC↓ DEC | -6,173 | $144.27K |
GEODE CAPITAL MANAGEMENT, LLC↓ DEC | -3,186 | $4.16M |
WELLS FARGO & COMPANY/MN↓ DEC | -3,132 | $62.37K |
BlackRock, Inc.↓ DEC | -2,826 | $11.35M |
LOS ANGELES CAPITAL MANAGEMENT LLC↓ DEC | -2,233 | $233.67K |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC↓ DEC | -1,693 | $422.14K |