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 |
|---|---|---|---|---|
BlackRock, Inc.CIK 0002012383 | 14,546,183 | $102.99M | +272,199 | ↑ INC |
DIMENSIONAL FUND ADVISORS LPCIK 0000354204 | 12,543,337 | $88.81M | +883,118 | ↑ INC |
VANGUARD PORTFOLIO MANAGEMENT LLCCIK 0002100121 | 6,510,870 | $46.10M | +6,510,870 | NEW |
STATE STREET CORPCIK 0000093751 | 4,250,097 | $30.09M | +200,690 | ↑ INC |
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119 | 4,222,745 | $29.90M | +4,222,745 | NEW |
AMERICAN CENTURY COMPANIES INCCIK 0000748054 | 4,161,109 | $29.46M | +138,811 | ↑ INC |
GAMCO INVESTORS, INC. ET ALCIK 0000807249 | 2,891,268 | $20.47M | -50,078 | ↓ DEC |
IES Holdings, Inc.CIK 0001048268 | 2,511,895 | $17.78M | -88,105 | ↓ DEC |
TWO SIGMA INVESTMENTS, LPCIK 0001179392 | 2,501,613 | $17.71M | +1,712,509 | ↑ INC |
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717 | 2,204,180 | $15.61M | +75,419 | ↑ INC |
GABELLI FUNDS LLCCIK 0001081407 | 2,174,000 | $15.39M | -1,306 | ↓ DEC |
CHARLES SCHWAB INVESTMENT MANAGEMENT INCCIK 0000884546 | 1,986,150 | $14.06M | +167,276 | ↑ INC |
MORGAN STANLEYCIK 0000895421 | 1,953,580 | $13.83M | +385,300 | ↑ INC |
BRIDGEWAY CAPITAL MANAGEMENT, LLCCIK 0001107261 | 1,705,131 | $12.07M | +30,107 | ↑ INC |
SIR Capital Management, L.P.CIK 0001434997 | 1,596,443 | $11.30M | +1,596,443 | NEW |
Bank of New York Mellon CorpCIK 0001390777 | 1,591,663 | $11.27M | +10,075 | ↑ INC |
Invesco Ltd.CIK 0000914208 | 1,501,929 | $10.63M | +415,208 | ↑ INC |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 1,493,283 | $10.57M | -294,958 | ↓ DEC |
CONGRESS ASSET MANAGEMENT COCIK 0000897378 | 1,452,153 | $10.28M | +176,804 | ↑ INC |
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLCCIK 0001164833 | 1,308,648 | $9.27M | -219,510 | ↓ DEC |
NORTHERN TRUST CORPCIK 0000073124 | 989,414 | $7.01M | +40,008 | ↑ INC |
UBS Group AGCIK 0001610520 | 892,946 | $6.32M | +235,998 | ↑ INC |
Creative PlanningCIK 0001540235 | 790,605 | $5.60M | +107,078 | ↑ INC |
FIRST TRUST ADVISORS LPCIK 0001125816 | 789,549 | $5.59M | -61,531 | ↓ DEC |
GOLDMAN SACHS GROUP INCCIK 0000886982 | 712,834 | $5.05M | -1,169,823 | ↓ DEC |
| Filer | Δ Shares | Value |
|---|---|---|
VANGUARD PORTFOLIO MANAGEMENT LLCNEW | +6,510,870 | $46.10M |
VANGUARD CAPITAL MANAGEMENT LLCNEW | +4,222,745 | $29.90M |
TWO SIGMA INVESTMENTS, LP↑ INC | +1,712,509 | $17.71M |
SIR Capital Management, L.P.NEW | +1,596,443 | $11.30M |
VAN ECK ASSOCIATES CORP↑ INC | +953,070 | $24.51K |
DIMENSIONAL FUND ADVISORS LP↑ INC | +883,118 | $88.81M |
VANGUARD FIDUCIARY TRUST CONEW | +589,030 | $4.17M |
Fulcrum Asset Management LLPNEW | +552,228 | $3.95M |
FRANKLIN RESOURCES INC↑ INC | +469,593 | $4.37M |
Invesco Ltd.↑ INC | +415,208 | $10.63M |
| Filer | Δ Shares | Value |
|---|---|---|
BALYASNY ASSET MANAGEMENT L.P.↓ DEC | -1,288,571 | $1.72M |
GOLDMAN SACHS GROUP INC↓ DEC | -1,169,823 | $5.05M |
RENAISSANCE TECHNOLOGIES LLC↓ DEC | -796,119 | $1.77M |
CITADEL ADVISORS LLC↓ DEC | -375,899 | $2.76M |
MILLENNIUM MANAGEMENT LLC↓ DEC | -351,308 | $1.96M |
BANK OF AMERICA CORP /DE/↓ DEC | -294,958 | $10.57M |
Baird Financial Group, Inc.↓ DEC | -230,138 | $874.37K |
EXCHANGE TRADED CONCEPTS, LLC↓ DEC | -222,439 | $239.67K |
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC↓ DEC | -219,510 | $9.27M |
Nuveen, LLC↓ DEC | -179,772 | $1.39M |