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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

Institutions22.3%
Insiders5.9%
Institutions Count66
Institutions 22.3%Insiders 5.9%Float (Other) 71.9%
13F Filers (top 25)25Quarter 2026-03-31
Top-25 Reported Value$29.97MSum of shown holders' market value
Net Position Change10 adds · 10 trimsLargest movers this quarter

Top Holders by Value

25 shown
FilerSharesMarket ValueΔ SharesChange
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119
457,566$6.21M+457,566NEW
BlackRock, Inc.CIK 0002012383
383,818$5.21M-4,845↓ DEC
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717
192,757$2.62M-17,399↓ DEC
STIFEL FINANCIAL CORPCIK 0000720672
133,064$1.81M-549↓ DEC
DIMENSIONAL FUND ADVISORS LPCIK 0000354204
120,515$1.64M+4,390↑ INC
STATE STREET CORPCIK 0000093751
117,325$1.59M+4,330↑ INC
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPCIK 0001164508
91,061$1.24M–no_change
SEGALL BRYANT & HAMILL, LLCCIK 0001006378
85,580$1.14M-78↓ DEC
PL Capital Advisors, LLCCIK 0001569147
61,719$837.53K+61,087↑ INC
GAMCO INVESTORS, INC. ET ALCIK 0000807249
59,587$808.59K–no_change
NORTHERN TRUST CORPCIK 0000073124
56,611$768.21K+1,593↑ INC
VANGUARD FIDUCIARY TRUST COCIK 0000933478
51,246$695.41K+51,246NEW
VANGUARD PORTFOLIO MANAGEMENT LLCCIK 0002100121
47,583$645.70K+47,583NEW
KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENTCIK 0002035883
43,004$583.56K–no_change
Oppenheimer & Close, LLCCIK 0001591377
40,000$542.80K–no_change
RENAISSANCE TECHNOLOGIES LLCCIK 0001037389
38,342$520.30K+7,400↑ INC
VISTA INVESTMENT PARTNERS II, LLCCIK 0002035219
34,778$471.94K+173↑ INC
BEESE FULMER INVESTMENT MANAGEMENT, INC.CIK 0000911274
34,238$464.61K-2↓ DEC
Minerva Advisors LLCCIK 0001541536
30,224$410.14K–no_change
SeaCrest Wealth Management, LLCCIK 0001728121
25,853$350.82K–no_change
First Financial Bank - Trust DivisionCIK 0001315339
24,859$337.34K–no_change
CHARLES SCHWAB INVESTMENT MANAGEMENT INCCIK 0000884546
22,525$305.66K-2,094↓ DEC
MORGAN STANLEYCIK 0000895421
20,137$273.27K-1,382↓ DEC
GOLDMAN SACHS GROUP INCCIK 0000886982
18,866$256.01K+6,079↑ INC
Bank of New York Mellon CorpCIK 0001390777
18,562$251.89K-2,097↓ DEC

Top Adds (Buyers)

FilerΔ SharesValue
VANGUARD CAPITAL MANAGEMENT LLCNEW
+457,566$6.21M
PL Capital Advisors, LLC↑ INC
+61,087$837.53K
VANGUARD FIDUCIARY TRUST CONEW
+51,246$695.41K
VANGUARD PORTFOLIO MANAGEMENT LLCNEW
+47,583$645.70K
RENAISSANCE TECHNOLOGIES LLC↑ INC
+7,400$520.30K
GOLDMAN SACHS GROUP INC↑ INC
+6,079$256.01K
DIMENSIONAL FUND ADVISORS LP↑ INC
+4,390$1.64M
STATE STREET CORP↑ INC
+4,330$1.59M
Vanguard Global Advisers, LLCNEW
+3,846$52.19K
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO↑ INC
+1,891$26.64K

Top Trims (Sellers)

FilerΔ SharesValue
GEODE CAPITAL MANAGEMENT, LLC↓ DEC
-17,399$2.62M
BARCLAYS PLC↓ DEC
-10,743$156.60K
WELLS FARGO & COMPANY/MN↓ DEC
-6,139$42.29K
BlackRock, Inc.↓ DEC
-4,845$5.21M
RITHOLTZ WEALTH MANAGEMENT↓ DEC
-4,560$147.19K
O'SHAUGHNESSY ASSET MANAGEMENT, LLC↓ DEC
-3,889$248.85K
Bank of New York Mellon Corp↓ DEC
-2,097$251.89K
CHARLES SCHWAB INVESTMENT MANAGEMENT INC↓ DEC
-2,094$305.66K
JPMORGAN CHASE & CO↓ DEC
-1,652$46.59K
MORGAN STANLEY↓ DEC
-1,382$273.27K