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

Institutions52.1%
Insiders8.0%
Institutions Count77
Institutions 52.1%Insiders 8.0%Float (Other) 39.9%
13F Filers (top 25)25Quarter 2026-03-31
Top-25 Reported Value$100.77MSum of shown holders' market value
Net Position Change10 adds · 10 trimsLargest movers this quarter

Top Holders by Value

25 shown
FilerSharesMarket ValueΔ SharesChange
RAYMOND JAMES FINANCIAL INCCIK 0000720005
508,494$15.16M-46,454↓ DEC
DIMENSIONAL FUND ADVISORS LPCIK 0000354204
388,193$11.57M-35,248↓ DEC
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119
323,690$9.65M+323,690NEW
CALDWELL SUTTER CAPITAL, INC.CIK 0000702007
234,238$6.98M-1,000↓ DEC
RENAISSANCE TECHNOLOGIES LLCCIK 0001037389
209,093$6.23M+58,800↑ INC
SUSQUEHANNA INTERNATIONAL GROUP, LLPCIK 0001446194
199,688$5.95M+2,921↑ INC
MILLENNIUM MANAGEMENT LLCCIK 0001273087
173,180$5.16M+130,400↑ INC
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPCIK 0001164508
154,784$4.61M+85,218↑ INC
MORGAN STANLEYCIK 0000895421
153,088$4.56M+5,752↑ INC
AMERICAN CENTURY COMPANIES INCCIK 0000748054
148,773$4.43M+60,930↑ INC
ROYCE & ASSOCIATES LPCIK 0000906304
130,941$3.90M-18,312↓ DEC
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717
93,349$2.78M+2,594↑ INC
SHUFRO ROSE & CO LLCCIK 0000908195
70,000$2.09M–no_change
BRIDGEWAY CAPITAL MANAGEMENT, LLCCIK 0001107261
68,092$2.03M+3,323↑ INC
Meros Investment Management, LPCIK 0001911372
62,298$1.86M+62,298NEW
JANE STREET GROUP, LLCCIK 0001595888
60,293$1.80M-159,055↓ DEC
Qube Research & Technologies LtdCIK 0001729829
52,367$1.56M+22,812↑ INC
VANGUARD FIDUCIARY TRUST COCIK 0000933478
47,857$1.43M+47,857NEW
Invesco Ltd.CIK 0000914208
46,412$1.38M-49,560↓ DEC
JPMORGAN CHASE & COCIK 0000019617
48,721$1.37M+16,969↑ INC
Russell Investments Group, Ltd.CIK 0001692234
44,914$1.34M+637↑ INC
LAZARD ASSET MANAGEMENT LLCCIK 0001207017
42,448$1.27M+37,271↑ INC
Truffle Hound Capital, LLCCIK 0001595862
41,000$1.22M–no_change
BNP PARIBAS FINANCIAL MARKETSCIK 0001166588
40,682$1.21M+26,101↑ INC
BlackRock, Inc.CIK 0002012383
40,487$1.21M+927↑ INC

Top Adds (Buyers)

FilerΔ SharesValue
VANGUARD CAPITAL MANAGEMENT LLCNEW
+323,690$9.65M
MILLENNIUM MANAGEMENT LLC↑ INC
+130,400$5.16M
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP↑ INC
+85,218$4.61M
Meros Investment Management, LPNEW
+62,298$1.86M
AMERICAN CENTURY COMPANIES INC↑ INC
+60,930$4.43M
RENAISSANCE TECHNOLOGIES LLC↑ INC
+58,800$6.23M
VANGUARD FIDUCIARY TRUST CONEW
+47,857$1.43M
LAZARD ASSET MANAGEMENT LLC↑ INC
+37,271$1.27M
UBS Group AG↑ INC
+26,635$1.19M
BNP PARIBAS FINANCIAL MARKETS↑ INC
+26,101$1.21M

Top Trims (Sellers)

FilerΔ SharesValue
JANE STREET GROUP, LLC↓ DEC
-159,055$1.80M
CITADEL ADVISORS LLC↓ DEC
-138,812$926.73K
Invesco Ltd.↓ DEC
-49,560$1.38M
RAYMOND JAMES FINANCIAL INC↓ DEC
-46,454$15.16M
DIMENSIONAL FUND ADVISORS LP↓ DEC
-35,248$11.57M
ROYCE & ASSOCIATES LP↓ DEC
-18,312$3.90M
WEDBUSH SECURITIES INC↓ DEC
-7,950$5.85K
683 Capital Management, LLC↓ DEC
-6,954$894.30K
GOLDMAN SACHS GROUP INC↓ DEC
-5,285$1.03M
O'SHAUGHNESSY ASSET MANAGEMENT, LLC↓ DEC
-4,561$673.88K