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 |
|---|---|---|---|---|
DIMENSIONAL FUND ADVISORS LPCIK 0000354204 | 928,367 | $65.50M | +5,656 | ↑ INC |
BlackRock, Inc.CIK 0002012383 | 758,921 | $53.54M | +3,075 | ↑ INC |
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119 | 381,736 | $26.93M | +381,736 | NEW |
MORGAN STANLEYCIK 0000895421 | 350,043 | $24.70M | -15,674 | ↓ DEC |
AMERICAN CENTURY COMPANIES INCCIK 0000748054 | 302,294 | $21.33M | +18,090 | ↑ INC |
STATE STREET CORPCIK 0000093751 | 261,272 | $18.54M | +42,400 | ↑ INC |
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717 | 241,746 | $17.06M | +6,994 | ↑ INC |
BRIDGEWAY CAPITAL MANAGEMENT, LLCCIK 0001107261 | 127,608 | $9.00M | +4,511 | ↑ INC |
VANGUARD PORTFOLIO MANAGEMENT LLCCIK 0002100121 | 104,991 | $7.41M | +104,991 | NEW |
NORTHERN TRUST CORPCIK 0000073124 | 80,589 | $5.69M | +3,434 | ↑ INC |
GOLDMAN SACHS GROUP INCCIK 0000886982 | 75,468 | $5.32M | +15,243 | ↑ INC |
CHARLES SCHWAB INVESTMENT MANAGEMENT INCCIK 0000884546 | 74,347 | $5.25M | -2,361 | ↓ DEC |
Bank of New York Mellon CorpCIK 0001390777 | 61,361 | $4.33M | -261 | ↓ DEC |
VANGUARD FIDUCIARY TRUST COCIK 0000933478 | 58,156 | $4.10M | +58,156 | NEW |
TWO SIGMA INVESTMENTS, LPCIK 0001179392 | 56,385 | $3.98M | +37,248 | ↑ INC |
MILLENNIUM MANAGEMENT LLCCIK 0001273087 | 55,585 | $3.92M | +1,155 | ↑ INC |
Qube Research & Technologies LtdCIK 0001729829 | 48,798 | $3.44M | +24,246 | ↑ INC |
RENAISSANCE TECHNOLOGIES LLCCIK 0001037389 | 46,300 | $3.27M | +9,900 | ↑ INC |
CARY STREET PARTNERS FINANCIAL LLCCIK 0001475045 | 39,446 | $2.78M | +100 | ↑ INC |
Glenview Trust CoCIK 0001691827 | 34,076 | $2.40M | – | no_change |
CM Management, LLCCIK 0001841857 | 32,000 | $2.26M | – | no_change |
Formidable Asset Management, LLCCIK 0001592613 | 30,972 | $2.14M | +196 | ↑ INC |
FIRST TRUST ADVISORS LPCIK 0001125816 | 23,812 | $1.68M | -26,501 | ↓ DEC |
MERCER GLOBAL ADVISORS INC /ADVCIK 0000853758 | 23,713 | $1.67M | -19,217 | ↓ DEC |
DENALI ADVISORS LLCCIK 0001142941 | 23,000 | $1.62M | -4,400 | ↓ DEC |
| Filer | Δ Shares | Value |
|---|---|---|
VANGUARD CAPITAL MANAGEMENT LLCNEW | +381,736 | $26.93M |
VANGUARD PORTFOLIO MANAGEMENT LLCNEW | +104,991 | $7.41M |
VANGUARD FIDUCIARY TRUST CONEW | +58,156 | $4.10M |
STATE STREET CORP↑ INC | +42,400 | $18.54M |
TWO SIGMA INVESTMENTS, LP↑ INC | +37,248 | $3.98M |
Qube Research & Technologies Ltd↑ INC | +24,246 | $3.44M |
GUIDANCE CAPITAL, INCNEW | +20,754 | $1.59M |
AMERICAN CENTURY COMPANIES INC↑ INC | +18,090 | $21.33M |
GOLDMAN SACHS GROUP INC↑ INC | +15,243 | $5.32M |
Y-Intercept (Hong Kong) LtdNEW | +13,549 | $955.88K |
| Filer | Δ Shares | Value |
|---|---|---|
FIRST TRUST ADVISORS LP↓ DEC | -26,501 | $1.68M |
MERCER GLOBAL ADVISORS INC /ADV↓ DEC | -19,217 | $1.67M |
MORGAN STANLEY↓ DEC | -15,674 | $24.70M |
AQR CAPITAL MANAGEMENT LLC↓ DEC | -9,993 | $1.55M |
BARCLAYS PLC↓ DEC | -9,476 | $251.72K |
ACADIAN ASSET MANAGEMENT LLC↓ DEC | -8,811 | $155.00 |
LOS ANGELES CAPITAL MANAGEMENT LLC↓ DEC | -6,641 | $638.90K |
WELLS FARGO & COMPANY/MN↓ DEC | -6,233 | $339.16K |
JPMORGAN CHASE & CO↓ DEC | -4,931 | $1.23M |
DENALI ADVISORS LLC↓ DEC | -4,400 | $1.62M |