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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

Institutions59.9%
Insiders4.1%
Institutions Count199
Institutions 59.9%Insiders 4.1%Float (Other) 36.0%
13F Filers (top 25)25Quarter 2026-03-31
Top-25 Reported Value$571.60MSum 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
3,075,612$101.10M-59,314↓ DEC
DIMENSIONAL FUND ADVISORS LPCIK 0000354204
2,270,134$74.62M+21,273↑ INC
STATE STREET CORPCIK 0000093751
1,892,530$62.21M+790,995↑ INC
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119
1,489,690$48.97M+1,489,690NEW
AMERICAN CENTURY COMPANIES INCCIK 0000748054
1,031,664$33.91M+44,952↑ INC
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717
903,741$29.71M+26,112↑ INC
Invesco Ltd.CIK 0000914208
858,310$28.21M+646,441↑ INC
PRIVATE MANAGEMENT GROUP INCCIK 0001142031
595,649$19.58M-8,647↓ DEC
FRANKLIN RESOURCES INCCIK 0000038777
564,267$18.55M-142,005↓ DEC
RAYMOND JAMES FINANCIAL INCCIK 0000720005
558,918$18.37M+52,722↑ INC
AQR CAPITAL MANAGEMENT LLCCIK 0001167557
483,324$15.89M+46,092↑ INC
PEOPLES BANK /OHCIK 0000934866
443,618$14.58M+7,043↑ INC
VANGUARD PORTFOLIO MANAGEMENT LLCCIK 0002100121
314,068$10.32M+314,068NEW
NORTHERN TRUST CORPCIK 0000073124
307,560$10.11M+10,104↑ INC
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLCCIK 0001164833
296,860$9.76M+201,650↑ INC
CHARLES SCHWAB INVESTMENT MANAGEMENT INCCIK 0000884546
289,958$9.53M-2,395↓ DEC
BRIDGEWAY CAPITAL MANAGEMENT, LLCCIK 0001107261
269,274$8.85M+9,258↑ INC
SEGALL BRYANT & HAMILL, LLCCIK 0001006378
259,843$8.54M+57,650↑ INC
Bank of New York Mellon CorpCIK 0001390777
257,619$8.47M-1,062↓ DEC
VANGUARD FIDUCIARY TRUST COCIK 0000933478
223,642$7.35M+223,642NEW
TWO SIGMA INVESTMENTS, LPCIK 0001179392
220,517$7.25M+91,183↑ INC
GOLDMAN SACHS GROUP INCCIK 0000886982
212,031$6.97M+33,268↑ INC
FIRST TRUST ADVISORS LPCIK 0001125816
201,967$6.64M+72,870↑ INC
ProShare Advisors LLCCIK 0001357955
198,921$6.54M-3,144↓ DEC
COMMUNITY TRUST & INVESTMENT COCIK 0001047142
169,995$5.59M-12,000↓ DEC

Top Adds (Buyers)

FilerΔ SharesValue
VANGUARD CAPITAL MANAGEMENT LLCNEW
+1,489,690$48.97M
STATE STREET CORP↑ INC
+790,995$62.21M
Invesco Ltd.↑ INC
+646,441$28.21M
VANGUARD PORTFOLIO MANAGEMENT LLCNEW
+314,068$10.32M
VANGUARD FIDUCIARY TRUST CONEW
+223,642$7.35M
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC↑ INC
+201,650$9.76M
TWO SIGMA INVESTMENTS, LP↑ INC
+91,183$7.25M
FIRST TRUST ADVISORS LP↑ INC
+72,870$6.64M
SEGALL BRYANT & HAMILL, LLC↑ INC
+57,650$8.54M
SUSQUEHANNA INTERNATIONAL GROUP, LLP↑ INC
+53,489$2.01M

Top Trims (Sellers)

FilerΔ SharesValue
MILLENNIUM MANAGEMENT LLC↓ DEC
-447,758$811.82K
Align Financial, LLC↓ DEC
-171,190$193.83K
FRANKLIN RESOURCES INC↓ DEC
-142,005$18.55M
UBS Group AG↓ DEC
-121,974$2.52M
JPMORGAN CHASE & CO↓ DEC
-66,889$481.32K
RENAISSANCE TECHNOLOGIES LLC↓ DEC
-65,375$503.27K
WELLINGTON MANAGEMENT GROUP LLP↓ DEC
-61,541$3.91M
BlackRock, Inc.↓ DEC
-59,314$101.10M
Qube Research & Technologies Ltd↓ DEC
-51,518$4.56M
BARCLAYS PLC↓ DEC
-50,241$892.72K