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 | 1,136,454 | $36.65M | -2,981 | ↓ DEC |
Forager Capital Management, LLCCIK 0001802986 | 1,019,263 | $32.87M | -65,835 | ↓ DEC |
BASSWOOD CAPITAL MANAGEMENT, L.L.C.CIK 0001085393 | 820,677 | $27.34M | -35,964 | ↓ DEC |
DIMENSIONAL FUND ADVISORS LPCIK 0000354204 | 692,034 | $22.32M | +333 | ↑ INC |
EverSource Wealth Advisors, LLCCIK 0001710537 | 100,830 | $19.75M | +100,798 | ↑ INC |
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119 | 344,842 | $11.12M | +344,842 | NEW |
AMERICAN CENTURY COMPANIES INCCIK 0000748054 | 260,869 | $8.41M | +25,069 | ↑ INC |
RENAISSANCE TECHNOLOGIES LLCCIK 0001037389 | 223,233 | $7.20M | -19,904 | ↓ DEC |
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717 | 212,586 | $6.86M | +8,098 | ↑ INC |
STATE STREET CORPCIK 0000093751 | 173,982 | $5.61M | -1,425 | ↓ DEC |
GOLDMAN SACHS GROUP INCCIK 0000886982 | 162,797 | $5.25M | +12,333 | ↑ INC |
CHARLES SCHWAB INVESTMENT MANAGEMENT INCCIK 0000884546 | 159,827 | $5.15M | -22,839 | ↓ DEC |
WELLINGTON MANAGEMENT GROUP LLPCIK 0000902219 | 159,588 | $5.15M | -58,576 | ↓ DEC |
SEI INVESTMENTS COCIK 0000350894 | 157,151 | $5.07M | +85,040 | ↑ INC |
BRIDGEWAY CAPITAL MANAGEMENT, LLCCIK 0001107261 | 117,209 | $3.78M | +5,365 | ↑ INC |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPCIK 0001164508 | 108,439 | $3.50M | +2,618 | ↑ INC |
Hillsdale Investment Management Inc.CIK 0001368465 | 97,517 | $3.14M | – | no_change |
NORTHERN TRUST CORPCIK 0000073124 | 92,626 | $2.99M | +905 | ↑ INC |
MORGAN STANLEYCIK 0000895421 | 83,793 | $2.70M | +16,406 | ↑ INC |
Bank of New York Mellon CorpCIK 0001390777 | 75,886 | $2.45M | -3,965 | ↓ DEC |
JACOBS LEVY EQUITY MANAGEMENT, INCCIK 0000884414 | 71,094 | $2.29M | +8,537 | ↑ INC |
AQR CAPITAL MANAGEMENT LLCCIK 0001167557 | 63,599 | $2.05M | +23,275 | ↑ INC |
FMR LLCCIK 0000315066 | 62,587 | $2.02M | +5,486 | ↑ INC |
VANGUARD FIDUCIARY TRUST COCIK 0000933478 | 55,983 | $1.81M | +55,983 | NEW |
VANGUARD PORTFOLIO MANAGEMENT LLCCIK 0002100121 | 52,724 | $1.70M | +52,724 | NEW |
| Filer | Δ Shares | Value |
|---|---|---|
VANGUARD CAPITAL MANAGEMENT LLCNEW | +344,842 | $11.12M |
Tieton Capital Management, LLC↑ INC | +112,834 | $10.33K |
EverSource Wealth Advisors, LLC↑ INC | +100,798 | $19.75M |
SEI INVESTMENTS CO↑ INC | +85,040 | $5.07M |
VANGUARD FIDUCIARY TRUST CONEW | +55,983 | $1.81M |
VANGUARD PORTFOLIO MANAGEMENT LLCNEW | +52,724 | $1.70M |
LAZARD ASSET MANAGEMENT LLCNEW | +31,138 | $1.00M |
AMERICAN CENTURY COMPANIES INC↑ INC | +25,069 | $8.41M |
AQR CAPITAL MANAGEMENT LLC↑ INC | +23,275 | $2.05M |
MORGAN STANLEY↑ INC | +16,406 | $2.70M |
| Filer | Δ Shares | Value |
|---|---|---|
ACADIAN ASSET MANAGEMENT LLC↓ DEC | -68,064 | $2.78K |
Forager Capital Management, LLC↓ DEC | -65,835 | $32.87M |
WELLINGTON MANAGEMENT GROUP LLP↓ DEC | -58,576 | $5.15M |
BASSWOOD CAPITAL MANAGEMENT, L.L.C.↓ DEC | -35,964 | $27.34M |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC↓ DEC | -22,839 | $5.15M |
RENAISSANCE TECHNOLOGIES LLC↓ DEC | -19,904 | $7.20M |
BARCLAYS PLC↓ DEC | -10,837 | $303.96K |
WELLS FARGO & COMPANY/MN↓ DEC | -6,485 | $117.23K |
UBS Group AG↓ DEC | -6,447 | $1.12M |
BANK OF AMERICA CORP /DE/↓ DEC | -4,277 | $366.84K |