Stockfacts
Use CasesDocsPricing
Log inSign up free
OverviewFinancialsTrendsTranscriptsOptionsInstitutionsInsidersCorporate ActionsSEC Filings
Stockfacts

EOD US-equity data for investors and AI agents

Data is end-of-day, not real-time, and not investment advice

Use CasesDashboard

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

Institutions33.4%
Insiders49.4%
Institutions Count92
Institutions 33.4%Insiders 49.4%Float (Other) 17.2%
13F Filers (top 25)25Quarter 2026-03-31
Top-25 Reported Value$107.89MSum of shown holders' market value
Net Position Change10 adds · 10 trimsLargest movers this quarter

Top Holders by Value

25 shown
FilerSharesMarket ValueΔ SharesChange
DIMENSIONAL FUND ADVISORS LPCIK 0000354204
78,872$18.37M+6,902↑ INC
JPMORGAN CHASE & COCIK 0000019617
68,671$16.14M+52,470↑ INC
BNP PARIBAS FINANCIAL MARKETSCIK 0001166588
47,881$11.15M+11,335↑ INC
BlackRock, Inc.CIK 0002012383
35,933$8.37M+6,781↑ INC
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPCIK 0001164508
19,027$4.43M+2,741↑ INC
FIRST TRUST ADVISORS LPCIK 0001125816
16,584$3.86M+14,456↑ INC
MILLENNIUM MANAGEMENT LLCCIK 0001273087
16,509$3.84M-4,782↓ DEC
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717
14,797$3.45M+1,665↑ INC
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119
14,074$3.28M+14,074NEW
AMERICAN CENTURY COMPANIES INCCIK 0000748054
14,053$3.27M+428↑ INC
AQR CAPITAL MANAGEMENT LLCCIK 0001167557
13,634$3.17M-748↓ DEC
VANGUARD PORTFOLIO MANAGEMENT LLCCIK 0002100121
13,460$3.13M+13,460NEW
GOLDMAN SACHS GROUP INCCIK 0000886982
12,724$2.96M+2,258↑ INC
BRIDGEWAY CAPITAL MANAGEMENT, LLCCIK 0001107261
11,567$2.69M-4,624↓ DEC
CANNELL CAPITAL LLCCIK 0001058854
9,670$2.25M–no_change
STATE STREET CORPCIK 0000093751
9,487$2.21M+460↑ INC
Invesco Ltd.CIK 0000914208
9,278$2.16M-10,672↓ DEC
JACOBS LEVY EQUITY MANAGEMENT, INCCIK 0000884414
8,555$1.99M+4,666↑ INC
NORTHERN TRUST CORPCIK 0000073124
8,281$1.93M+507↑ INC
Bank of New York Mellon CorpCIK 0001390777
7,769$1.81M-1,028↓ DEC
UBS Group AGCIK 0001610520
7,686$1.79M-6,137↓ DEC
Marex Group LtdCIK 0001997464
7,100$1.65M-2,396↓ DEC
PRINCIPAL FINANCIAL GROUP INCCIK 0001126328
6,730$1.57M-1,439↓ DEC
RBF Capital, LLCCIK 0001134621
5,615$1.31M–no_change
SummerHaven Investment Management, LLCCIK 0001846436
4,717$1.10M-444↓ DEC

Top Adds (Buyers)

FilerΔ SharesValue
JPMORGAN CHASE & CO↑ INC
+52,470$16.14M
FIRST TRUST ADVISORS LP↑ INC
+14,456$3.86M
VANGUARD CAPITAL MANAGEMENT LLCNEW
+14,074$3.28M
VANGUARD PORTFOLIO MANAGEMENT LLCNEW
+13,460$3.13M
BNP PARIBAS FINANCIAL MARKETS↑ INC
+11,335$11.15M
DIMENSIONAL FUND ADVISORS LP↑ INC
+6,902$18.37M
BlackRock, Inc.↑ INC
+6,781$8.37M
JACOBS LEVY EQUITY MANAGEMENT, INC↑ INC
+4,666$1.99M
VANGUARD FIDUCIARY TRUST CONEW
+3,848$896.01K
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP↑ INC
+2,741$4.43M

Top Trims (Sellers)

FilerΔ SharesValue
Invesco Ltd.↓ DEC
-10,672$2.16M
UBS Group AG↓ DEC
-6,137$1.79M
MILLENNIUM MANAGEMENT LLC↓ DEC
-4,782$3.84M
BRIDGEWAY CAPITAL MANAGEMENT, LLC↓ DEC
-4,624$2.69M
Trexquant Investment LP↓ DEC
-4,369$591.44K
TWO SIGMA INVESTMENTS, LP↓ DEC
-3,408$591.67K
Marex Group Ltd↓ DEC
-2,396$1.65M
Quadrature Capital Ltd↓ DEC
-2,001$395.61K
CITADEL ADVISORS LLC↓ DEC
-1,660$505.98K
PRINCIPAL FINANCIAL GROUP INC↓ DEC
-1,439$1.57M