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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

Institutions38.0%
Insiders7.6%
Institutions Count87
Institutions 38.0%Insiders 7.6%Float (Other) 54.4%
13F Filers (top 25)25Quarter 2026-03-31
Top-25 Reported Value$79.86MSum of shown holders' market value
Net Position Change10 adds · 10 trimsLargest movers this quarter

Top Holders by Value

25 shown
FilerSharesMarket ValueΔ SharesChange
BlackRock, Inc.CIK 0002012383
428,869$9.46M-13,031↓ DEC
GAMCO INVESTORS, INC. ET ALCIK 0000807249
416,900$9.19M+3,600↑ INC
AMERIPRISE FINANCIAL INCCIK 0000820027
410,287$9.05M+2,873↑ INC
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119
359,086$7.92M+359,086NEW
Russell Investments Group, Ltd.CIK 0001692234
270,737$5.97M+39,689↑ INC
GABELLI FUNDS LLCCIK 0001081407
230,300$5.08M+1,300↑ INC
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717
198,098$4.37M-1,538↓ DEC
Prospera Financial Services IncCIK 0001541625
192,959$4.25M+16,522↑ INC
Ancora Advisors LLCCIK 0001446114
137,529$3.03M-1,660↓ DEC
DIMENSIONAL FUND ADVISORS LPCIK 0000354204
126,931$2.80M+3,175↑ INC
STATE STREET CORPCIK 0000093751
112,899$2.49M+3,095↑ INC
Teton Advisors, LLCCIK 0002086025
94,500$2.08M-500↓ DEC
North Star Investment Management Corp.CIK 0001342857
92,000$2.03M–no_change
Bank of New York Mellon CorpCIK 0001390777
67,873$1.50M-1,816↓ DEC
UBS Group AGCIK 0001610520
67,288$1.48M-16↓ DEC
NORTHERN TRUST CORPCIK 0000073124
64,722$1.43M+3,647↑ INC
VANGUARD FIDUCIARY TRUST COCIK 0000933478
52,126$1.15M+52,126NEW
TCV Trust & Wealth Management, Inc.CIK 0001135439
49,253$1.09M–no_change
VANGUARD PORTFOLIO MANAGEMENT LLCCIK 0002100121
48,030$1.06M+48,030NEW
RENAISSANCE TECHNOLOGIES LLCCIK 0001037389
45,733$1.01M-700↓ DEC
FCA CORP /TXCIK 0001166402
42,773$943.15K+795↑ INC
CARY STREET PARTNERS FINANCIAL LLCCIK 0001475045
29,207$644.01K-1,553↓ DEC
MORGAN STANLEYCIK 0000895421
28,408$626.40K-5,115↓ DEC
GOLDMAN SACHS GROUP INCCIK 0000886982
28,340$624.90K+13,783↑ INC
Nuveen, LLCCIK 0001871926
27,055$596.56K+243↑ INC

Top Adds (Buyers)

FilerΔ SharesValue
VANGUARD CAPITAL MANAGEMENT LLCNEW
+359,086$7.92M
VANGUARD FIDUCIARY TRUST CONEW
+52,126$1.15M
VANGUARD PORTFOLIO MANAGEMENT LLCNEW
+48,030$1.06M
Russell Investments Group, Ltd.↑ INC
+39,689$5.97M
Prospera Financial Services Inc↑ INC
+16,522$4.25M
GOLDMAN SACHS GROUP INC↑ INC
+13,783$624.90K
Advisor OS, LLCNEW
+9,372$206.65K
NORTHERN TRUST CORP↑ INC
+3,647$1.43M
GAMCO INVESTORS, INC. ET AL↑ INC
+3,600$9.19M
Vanguard Global Advisers, LLCNEW
+3,461$76.31K

Top Trims (Sellers)

FilerΔ SharesValue
BlackRock, Inc.↓ DEC
-13,031$9.46M
CITADEL ADVISORS LLC↓ DEC
-12,442$207.98K
BARCLAYS PLC↓ DEC
-10,944$45.00K
JPMORGAN CHASE & CO↓ DEC
-7,199$74.29K
DEUTSCHE BANK AG\↓ DEC
-5,352$54.27K
MORGAN STANLEY↓ DEC
-5,115$626.40K
CHARLES SCHWAB INVESTMENT MANAGEMENT INC↓ DEC
-3,141$469.67K
Bank of New York Mellon Corp↓ DEC
-1,816$1.50M
Squarepoint Ops LLC↓ DEC
-1,737$223.04K
Ancora Advisors LLC↓ DEC
-1,660$3.03M