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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

Institutions11.3%
Insiders1.4%
Institutions Count94
Institutions 11.3%Insiders 1.4%Float (Other) 87.2%
13F Filers (top 25)25Quarter 2026-03-31
Top-25 Reported Value$155.85MSum 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
1,339,778$28.93M-17,215↓ DEC
BANK OF AMERICA CORP /DE/CIK 0000070858
866,061$18.70M+65,884↑ INC
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119
815,852$17.61M+815,852NEW
Portolan Capital Management, LLCCIK 0001350290
733,372$15.83M+339,873↑ INC
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717
491,946$10.62M+27,332↑ INC
MASSACHUSETTS FINANCIAL SERVICES CO /MA/CIK 0000912938
462,899$9.99M+462,899NEW
STATE STREET CORPCIK 0000093751
456,927$9.87M+9,860↑ INC
BALYASNY ASSET MANAGEMENT L.P.CIK 0001218710
265,164$5.72M+265,164NEW
GRIFFIN ASSET MANAGEMENT, INC.CIK 0000883803
225,177$4.86M-1,135↓ DEC
LMR Partners LLPCIK 0001578621
213,137$4.60M+213,137NEW
NORTHERN TRUST CORPCIK 0000073124
187,272$4.04M+3,021↑ INC
CITADEL ADVISORS LLCCIK 0001423053
168,050$3.63M+107,720↑ INC
VANGUARD PORTFOLIO MANAGEMENT LLCCIK 0002100121
165,201$3.57M+165,201NEW
CHARLES SCHWAB INVESTMENT MANAGEMENT INCCIK 0000884546
147,768$3.19M-4,652↓ DEC
VANGUARD FIDUCIARY TRUST COCIK 0000933478
130,606$2.82M+130,606NEW
WELLINGTON MANAGEMENT GROUP LLPCIK 0000902219
81,252$1.75M+81,252NEW
Westside Investment Management, Inc.CIK 0001538383
70,492$1.52M+4,166↑ INC
SUSQUEHANNA INTERNATIONAL GROUP, LLPCIK 0001446194
67,411$1.46M+39,011↑ INC
Panoramic Capital, LLCCIK 0001950490
58,054$1.25M+20,000↑ INC
MILLENNIUM MANAGEMENT LLCCIK 0001273087
55,817$1.21M-30,757↓ DEC
Parkman Healthcare Partners LLCCIK 0001777015
50,125$1.08M+50,125NEW
Nuveen, LLCCIK 0001871926
45,435$980.94K-2,750↓ DEC
MORGAN STANLEYCIK 0000895421
43,165$931.93K+768↑ INC
Swiss National BankCIK 0001582202
39,100$844.17K–no_change
Bank of New York Mellon CorpCIK 0001390777
38,477$830.72K-80↓ DEC

Top Adds (Buyers)

FilerΔ SharesValue
VANGUARD CAPITAL MANAGEMENT LLCNEW
+815,852$17.61M
MASSACHUSETTS FINANCIAL SERVICES CO /MA/NEW
+462,899$9.99M
Portolan Capital Management, LLC↑ INC
+339,873$15.83M
BALYASNY ASSET MANAGEMENT L.P.NEW
+265,164$5.72M
LMR Partners LLPNEW
+213,137$4.60M
VANGUARD PORTFOLIO MANAGEMENT LLCNEW
+165,201$3.57M
VANGUARD FIDUCIARY TRUST CONEW
+130,606$2.82M
CITADEL ADVISORS LLC↑ INC
+107,720$3.63M
WELLINGTON MANAGEMENT GROUP LLPNEW
+81,252$1.75M
BANK OF AMERICA CORP /DE/↑ INC
+65,884$18.70M

Top Trims (Sellers)

FilerΔ SharesValue
Brooklyn Investment Group↓ DEC
-119,870$226.05K
UBS Group AG↓ DEC
-41,955$733.07K
MILLENNIUM MANAGEMENT LLC↓ DEC
-30,757$1.21M
BARCLAYS PLC↓ DEC
-24,313$72.09K
BlackRock, Inc.↓ DEC
-17,215$28.93M
WELLS FARGO & COMPANY/MN↓ DEC
-12,954$198.52K
Inspire Investing, LLC↓ DEC
-9,918$524.08K
Farther Finance Advisors, LLC↓ DEC
-8,213$280.05K
ALLIANCEBERNSTEIN L.P.↓ DEC
-7,720$177.12K
XTX Topco Ltd↓ DEC
-7,045$514.73K