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 |
|---|---|---|---|---|
Sound Income Strategies, LLCCIK 0001730960 | 1,209,758 | $21.95M | -6,736 | ↓ DEC |
BlackRock, Inc.CIK 0002012383 | 1,057,730 | $19.04M | -207,227 | ↓ DEC |
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119 | 618,986 | $11.14M | +618,986 | NEW |
TWO SIGMA INVESTMENTS, LPCIK 0001179392 | 602,470 | $10.84M | +451,795 | ↑ INC |
HEARTLAND ADVISORS INCCIK 0000937394 | 431,920 | $7.77M | -32,400 | ↓ DEC |
Invesco Ltd.CIK 0000914208 | 393,656 | $7.09M | -48,279 | ↓ DEC |
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717 | 333,914 | $6.01M | +10,506 | ↑ INC |
STATE STREET CORPCIK 0000093751 | 280,693 | $5.05M | +544 | ↑ INC |
Pacific Ridge Capital Partners, LLCCIK 0001591546 | 266,320 | $4.79M | +2,172 | ↑ INC |
State of New Jersey Common Pension Fund DCIK 0001483066 | 208,703 | $3.76M | – | no_change |
Truvestments Capital LLCCIK 0001750405 | 204,479 | $3.68M | +9,326 | ↑ INC |
GABELLI FUNDS LLCCIK 0001081407 | 200,996 | $3.62M | -4,020 | ↓ DEC |
MILLENNIUM MANAGEMENT LLCCIK 0001273087 | 190,255 | $3.42M | +167,010 | ↑ INC |
DIMENSIONAL FUND ADVISORS LPCIK 0000354204 | 185,819 | $3.34M | +22,911 | ↑ INC |
KENNEDY CAPITAL MANAGEMENT LLCCIK 0000884589 | 151,726 | $2.73M | +2,757 | ↑ INC |
MORGAN STANLEYCIK 0000895421 | 124,820 | $2.25M | +13,721 | ↑ INC |
Nuveen, LLCCIK 0001871926 | 124,659 | $2.24M | +85,391 | ↑ INC |
RENAISSANCE TECHNOLOGIES LLCCIK 0001037389 | 121,200 | $2.18M | +56,422 | ↑ INC |
Point72 Asset Management, L.P.CIK 0001603466 | 109,544 | $1.97M | +109,544 | NEW |
MARSHALL WACE, LLPCIK 0001318757 | 100,289 | $1.81M | +74,674 | ↑ INC |
GOLDMAN SACHS GROUP INCCIK 0000886982 | 99,325 | $1.79M | -10,809 | ↓ DEC |
NORTHERN TRUST CORPCIK 0000073124 | 97,976 | $1.76M | +9,562 | ↑ INC |
UBS Group AGCIK 0001610520 | 94,101 | $1.69M | +52,611 | ↑ INC |
VANGUARD FIDUCIARY TRUST COCIK 0000933478 | 88,350 | $1.59M | +88,350 | NEW |
LOS ANGELES CAPITAL MANAGEMENT LLCCIK 0001177206 | 82,805 | $1.49M | +45,845 | ↑ INC |
| Filer | Δ Shares | Value |
|---|---|---|
VANGUARD CAPITAL MANAGEMENT LLCNEW | +618,986 | $11.14M |
TWO SIGMA INVESTMENTS, LP↑ INC | +451,795 | $10.84M |
MILLENNIUM MANAGEMENT LLC↑ INC | +167,010 | $3.42M |
Point72 Asset Management, L.P.NEW | +109,544 | $1.97M |
VANGUARD FIDUCIARY TRUST CONEW | +88,350 | $1.59M |
Nuveen, LLC↑ INC | +85,391 | $2.24M |
VANGUARD PORTFOLIO MANAGEMENT LLCNEW | +76,129 | $1.37M |
MARSHALL WACE, LLP↑ INC | +74,674 | $1.81M |
JANE STREET GROUP, LLC↑ INC | +63,340 | $1.40M |
BLAIR WILLIAM & CO/ILNEW | +57,515 | $1.04M |
| Filer | Δ Shares | Value |
|---|---|---|
BlackRock, Inc.↓ DEC | -207,227 | $19.04M |
Invesco Ltd.↓ DEC | -48,279 | $7.09M |
HEARTLAND ADVISORS INC↓ DEC | -32,400 | $7.77M |
BARCLAYS PLC↓ DEC | -18,480 | $61.43K |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP↓ DEC | -11,573 | $206.28K |
GOLDMAN SACHS GROUP INC↓ DEC | -10,809 | $1.79M |
Sterling Capital Management LLC↓ DEC | -7,884 | $243.97K |
Russell Investments Group, Ltd.↓ DEC | -7,139 | $874.94K |
Sound Income Strategies, LLC↓ DEC | -6,736 | $21.95M |
State of Wyoming↓ DEC | -6,420 | $127.75K |