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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

Institutions41.0%
Insiders31.9%
Institutions Count78
Institutions 41.0%Insiders 31.9%Float (Other) 27.1%
13F Filers (top 25)25Quarter 2026-03-31
Top-25 Reported Value$49.26MSum of shown holders' market value
Net Position Change10 adds · 10 trimsLargest movers this quarter

Top Holders by Value

25 shown
FilerSharesMarket ValueΔ SharesChange
RENAISSANCE TECHNOLOGIES LLCCIK 0001037389
434,877$8.32M+15,304↑ INC
BlackRock, Inc.CIK 0002012383
296,104$5.67M-27,410↓ DEC
Pacific Ridge Capital Partners, LLCCIK 0001591546
285,609$5.47M+27,378↑ INC
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119
214,564$4.11M+214,564NEW
DIMENSIONAL FUND ADVISORS LPCIK 0000354204
169,945$3.25M+1,774↑ INC
Ballast Asset Management, LPCIK 0001998389
160,995$3.08M+25,910↑ INC
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.CIK 0001238990
153,511$2.94M+17,433↑ INC
SEI INVESTMENTS COCIK 0000350894
126,872$2.43M+85,936↑ INC
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717
113,164$2.17M-3,182↓ DEC
STATE STREET CORPCIK 0000093751
69,307$1.33M-680↓ DEC
Meros Investment Management, LPCIK 0001911372
64,126$1.23M-1,825↓ DEC
MORGAN STANLEYCIK 0000895421
59,520$1.14M+16,649↑ INC
EverSource Wealth Advisors, LLCCIK 0001710537
21,086$1.06M+21,073↑ INC
NORTHERN TRUST CORPCIK 0000073124
41,854$801.09K+1,274↑ INC
WELLS FARGO & COMPANY/MNCIK 0000072971
39,284$751.90K-63,585↓ DEC
O'SHAUGHNESSY ASSET MANAGEMENT, LLCCIK 0001423442
37,098$710.06K-32,206↓ DEC
VANGUARD FIDUCIARY TRUST COCIK 0000933478
34,019$651.12K+34,019NEW
Boston PartnersCIK 0001386060
30,003$574.26K+1,289↑ INC
Russell Investments Group, Ltd.CIK 0001692234
29,967$573.57K+21,680↑ INC
VANGUARD PORTFOLIO MANAGEMENT LLCCIK 0002100121
29,220$559.27K+29,220NEW
SummerHaven Investment Management, LLCCIK 0001846436
28,208$539.90K-5,643↓ DEC
TWO SIGMA INVESTMENTS, LPCIK 0001179392
25,713$492.15K+12,414↑ INC
Verdence Capital Advisors LLCCIK 0001719305
25,521$488.47K+25,521NEW
BNP PARIBAS FINANCIAL MARKETSCIK 0001166588
24,761$473.93K+7,836↑ INC
JPMORGAN CHASE & COCIK 0000019617
23,405$452.65K+11,067↑ INC

Top Adds (Buyers)

FilerΔ SharesValue
VANGUARD CAPITAL MANAGEMENT LLCNEW
+214,564$4.11M
SEI INVESTMENTS CO↑ INC
+85,936$2.43M
VANGUARD FIDUCIARY TRUST CONEW
+34,019$651.12K
VANGUARD PORTFOLIO MANAGEMENT LLCNEW
+29,220$559.27K
Pacific Ridge Capital Partners, LLC↑ INC
+27,378$5.47M
Ballast Asset Management, LP↑ INC
+25,910$3.08M
Verdence Capital Advisors LLCNEW
+25,521$488.47K
Russell Investments Group, Ltd.↑ INC
+21,680$573.57K
EverSource Wealth Advisors, LLC↑ INC
+21,073$1.06M
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.↑ INC
+17,433$2.94M

Top Trims (Sellers)

FilerΔ SharesValue
WNY Asset Management, LLC↓ DEC
-323,686$382.80K
WELLS FARGO & COMPANY/MN↓ DEC
-63,585$751.90K
O'SHAUGHNESSY ASSET MANAGEMENT, LLC↓ DEC
-32,206$710.06K
SUSQUEHANNA INTERNATIONAL GROUP, LLP↓ DEC
-28,312$233.97K
BlackRock, Inc.↓ DEC
-27,410$5.67M
RITHOLTZ WEALTH MANAGEMENT↓ DEC
-25,639$327.01K
BARCLAYS PLC↓ DEC
-7,648$97.02K
SummerHaven Investment Management, LLC↓ DEC
-5,643$539.90K
LSV ASSET MANAGEMENT↓ DEC
-5,600$1.06K
GEODE CAPITAL MANAGEMENT, LLC↓ DEC
-3,182$2.17M