Stockfacts
Use CasesDocsPricing
Log inSign up free
OverviewFinancialsTrendsTranscriptsOptionsInstitutionsInsidersCorporate ActionsSEC Filings
Stockfacts

EOD US-equity data for investors and AI agents

Data is end-of-day, not real-time, and not investment advice

Use CasesDashboard

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

Institutions69.4%
Insiders30.5%
Institutions Count121
Institutions 69.4%Insiders 30.5%Float (Other) 0.1%
13F Filers (top 25)25Quarter 2026-03-31
Top-25 Reported Value$74.77MSum of shown holders' market value
Net Position Change10 adds · 10 trimsLargest movers this quarter

Top Holders by Value

25 shown
FilerSharesMarket ValueΔ SharesChange
MAGNOLIA GROUP, LLCCIK 0001618376
2,665,643$15.35M-201,555↓ DEC
Capital World InvestorsCIK 0001422849
1,500,000$8.64M–no_change
BlackRock, Inc.CIK 0002012383
1,421,462$8.19M-12,700↓ DEC
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119
840,990$4.84M+840,990NEW
DIMENSIONAL FUND ADVISORS LPCIK 0000354204
787,504$4.54M-108,684↓ DEC
RENAISSANCE TECHNOLOGIES LLCCIK 0001037389
713,565$4.11M-24,700↓ DEC
Hillsdale Investment Management Inc.CIK 0001368465
563,780$3.25M-5,000↓ DEC
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717
464,455$2.68M+1,713↑ INC
Russell Investments Group, Ltd.CIK 0001692234
457,150$2.63M+423,241↑ INC
PRUDENTIAL FINANCIAL INCCIK 0001137774
426,569$2.46M+127,615↑ INC
STATE STREET CORPCIK 0000093751
414,758$2.39M+8,342↑ INC
AQR CAPITAL MANAGEMENT LLCCIK 0001167557
351,561$2.02M+112,209↑ INC
BRIDGEWAY CAPITAL MANAGEMENT, LLCCIK 0001107261
294,153$1.69M+10,915↑ INC
Seven Six Capital Management, LLCCIK 0002021188
224,002$1.29M+224,002NEW
Nuveen, LLCCIK 0001871926
206,614$1.19M-101,157↓ DEC
MARSHALL WACE, LLPCIK 0001318757
199,575$1.15M+139,277↑ INC
Invenomic Capital Management LPCIK 0001769456
195,990$1.13M-10,983↓ DEC
VANGUARD PORTFOLIO MANAGEMENT LLCCIK 0002100121
173,004$996.50K+173,004NEW
GOLDMAN SACHS GROUP INCCIK 0000886982
172,845$995.59K+25,066↑ INC
JPMORGAN CHASE & COCIK 0000019617
164,354$953.25K-207,013↓ DEC
NORTHERN TRUST CORPCIK 0000073124
155,661$896.61K+3,159↑ INC
JACOBS LEVY EQUITY MANAGEMENT, INCCIK 0000884414
150,770$868.43K+47,064↑ INC
SEGALL BRYANT & HAMILL, LLCCIK 0001006378
149,552$861.42K+97,291↑ INC
CHARLES SCHWAB INVESTMENT MANAGEMENT INCCIK 0000884546
146,921$846.26K-7,592↓ DEC
VANGUARD FIDUCIARY TRUST COCIK 0000933478
139,327$802.52K+139,327NEW

Top Adds (Buyers)

FilerΔ SharesValue
VANGUARD CAPITAL MANAGEMENT LLCNEW
+840,990$4.84M
Russell Investments Group, Ltd.↑ INC
+423,241$2.63M
Seven Six Capital Management, LLCNEW
+224,002$1.29M
VANGUARD PORTFOLIO MANAGEMENT LLCNEW
+173,004$996.50K
VANGUARD FIDUCIARY TRUST CONEW
+139,327$802.52K
MARSHALL WACE, LLP↑ INC
+139,277$1.15M
PRUDENTIAL FINANCIAL INC↑ INC
+127,615$2.46M
AQR CAPITAL MANAGEMENT LLC↑ INC
+112,209$2.02M
SEGALL BRYANT & HAMILL, LLC↑ INC
+97,291$861.42K
Lighthouse Investment Partners, LLCNEW
+89,063$513.00K

Top Trims (Sellers)

FilerΔ SharesValue
JANE STREET GROUP, LLC↓ DEC
-212,377$129.32K
JPMORGAN CHASE & CO↓ DEC
-207,013$953.25K
MAGNOLIA GROUP, LLC↓ DEC
-201,555$15.35M
DIMENSIONAL FUND ADVISORS LP↓ DEC
-108,684$4.54M
CITADEL ADVISORS LLC↓ DEC
-104,226$115.78K
Nuveen, LLC↓ DEC
-101,157$1.19M
TWO SIGMA INVESTMENTS, LP↓ DEC
-81,204$436.53K
FMR LLC↓ DEC
-38,489$93.65K
Trexquant Investment LP↓ DEC
-25,213$351.77K
RENAISSANCE TECHNOLOGIES LLC↓ DEC
-24,700$4.11M