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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

Institutions30.8%
Insiders6.3%
Institutions Count111
Institutions 30.8%Insiders 6.3%Float (Other) 62.9%
13F Filers (top 25)25Quarter 2026-03-31
Top-25 Reported Value$145.00MSum 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
634,696$33.85M-15,847↓ DEC
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119
392,034$20.91M+392,034NEW
DIMENSIONAL FUND ADVISORS LPCIK 0000354204
316,621$16.89M+17,655↑ INC
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717
235,370$12.56M+5,362↑ INC
STATE STREET CORPCIK 0000093751
200,435$10.69M-7,702↓ DEC
AMERICAN CENTURY COMPANIES INCCIK 0000748054
119,027$6.35M+68,591↑ INC
PEOPLES FINANCIAL SERVICES CORP.CIK 0001056943
91,041$4.86M-750↓ DEC
BRIDGEWAY CAPITAL MANAGEMENT, LLCCIK 0001107261
78,711$4.20M+4,917↑ INC
NORTHERN TRUST CORPCIK 0000073124
74,173$3.96M+3,785↑ INC
VANGUARD FIDUCIARY TRUST COCIK 0000933478
61,176$3.26M+61,176NEW
VANGUARD PORTFOLIO MANAGEMENT LLCCIK 0002100121
53,697$2.86M+53,697NEW
Bank of New York Mellon CorpCIK 0001390777
51,012$2.72M-8,512↓ DEC
PNC FINANCIAL SERVICES GROUP, INC.CIK 0000713676
48,429$2.58M-660↓ DEC
Alliance Wealth Advisors, LLCCIK 0001849724
44,706$2.38M-91↓ DEC
SEGALL BRYANT & HAMILL, LLCCIK 0001006378
40,211$2.14M-73↓ DEC
MORGAN STANLEYCIK 0000895421
33,251$1.77M-14,544↓ DEC
FIRST TRUST ADVISORS LPCIK 0001125816
32,787$1.75M-240↓ DEC
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLCCIK 0001164833
29,940$1.60M-37,050↓ DEC
WELLS FARGO & COMPANY/MNCIK 0000072971
29,723$1.59M-6,890↓ DEC
Cutler Capital Management, LLCCIK 0001353098
28,748$1.53M–no_change
EAGLE WEALTH STRATEGIES LLCCIK 0002009882
28,655$1.53M–no_change
GOLDMAN SACHS GROUP INCCIK 0000886982
27,950$1.49M+8,214↑ INC
CHARLES SCHWAB INVESTMENT MANAGEMENT INCCIK 0000884546
24,099$1.29M-3,138↓ DEC
TWO SIGMA INVESTMENTS, LPCIK 0001179392
21,935$1.17M+2,081↑ INC
Nuveen, LLCCIK 0001871926
20,460$1.09M+140↑ INC

Top Adds (Buyers)

FilerΔ SharesValue
VANGUARD CAPITAL MANAGEMENT LLCNEW
+392,034$20.91M
AMERICAN CENTURY COMPANIES INC↑ INC
+68,591$6.35M
VANGUARD FIDUCIARY TRUST CONEW
+61,176$3.26M
VANGUARD PORTFOLIO MANAGEMENT LLCNEW
+53,697$2.86M
DIMENSIONAL FUND ADVISORS LP↑ INC
+17,655$16.89M
GOLDMAN SACHS GROUP INC↑ INC
+8,214$1.49M
GEODE CAPITAL MANAGEMENT, LLC↑ INC
+5,362$12.56M
Archer Investment CorpNEW
+5,000$266.65K
BRIDGEWAY CAPITAL MANAGEMENT, LLC↑ INC
+4,917$4.20M
Quantinno Capital Management LP↑ INC
+4,774$872.59K

Top Trims (Sellers)

FilerΔ SharesValue
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC↓ DEC
-37,050$1.60M
BlackRock, Inc.↓ DEC
-15,847$33.85M
MORGAN STANLEY↓ DEC
-14,544$1.77M
JANE STREET GROUP, LLC↓ DEC
-14,034$226.60K
BARCLAYS PLC↓ DEC
-12,448$109.81K
Bank of New York Mellon Corp↓ DEC
-8,512$2.72M
STATE STREET CORP↓ DEC
-7,702$10.69M
WELLS FARGO & COMPANY/MN↓ DEC
-6,890$1.59M
JPMORGAN CHASE & CO↓ DEC
-6,245$266.10K
RENAISSANCE TECHNOLOGIES LLC↓ DEC
-3,800$881.38K