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 |
|---|---|---|---|---|
IES Holdings, Inc.CIK 0001048268 | 1,696,438 | $29.08M | +609,095 | ↑ INC |
Encompass Capital Advisors LLCCIK 0001541901 | 1,507,503 | $25.84M | -3,292 | ↓ DEC |
BlackRock, Inc.CIK 0002012383 | 1,334,795 | $22.88M | +70,169 | ↑ INC |
DIMENSIONAL FUND ADVISORS LPCIK 0000354204 | 1,273,108 | $21.82M | +41,648 | ↑ INC |
ROYCE & ASSOCIATES LPCIK 0000906304 | 1,043,088 | $17.88M | +52,500 | ↑ INC |
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119 | 808,492 | $13.86M | +808,492 | NEW |
AMERICAN CENTURY COMPANIES INCCIK 0000748054 | 681,762 | $11.69M | +41,344 | ↑ INC |
AQR CAPITAL MANAGEMENT LLCCIK 0001167557 | 558,035 | $9.56M | -22,576 | ↓ DEC |
JPMORGAN CHASE & COCIK 0000019617 | 511,865 | $8.92M | +111,144 | ↑ INC |
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717 | 446,456 | $7.65M | +34,289 | ↑ INC |
STATE STREET CORPCIK 0000093751 | 422,020 | $7.26M | +42,050 | ↑ INC |
BRIDGEWAY CAPITAL MANAGEMENT, LLCCIK 0001107261 | 411,831 | $7.06M | -22,361 | ↓ DEC |
CITADEL ADVISORS LLCCIK 0001423053 | 410,135 | $7.03M | +270,390 | ↑ INC |
Hillsdale Investment Management Inc.CIK 0001368465 | 329,148 | $5.64M | -18,000 | ↓ DEC |
RENAISSANCE TECHNOLOGIES LLCCIK 0001037389 | 306,790 | $5.26M | +41,800 | ↑ INC |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 290,643 | $4.98M | +28,424 | ↑ INC |
JACOBS LEVY EQUITY MANAGEMENT, INCCIK 0000884414 | 258,570 | $4.43M | -12,907 | ↓ DEC |
Bank of New York Mellon CorpCIK 0001390777 | 257,780 | $4.42M | -7,710 | ↓ DEC |
MORGAN STANLEYCIK 0000895421 | 233,368 | $4.00M | +14,211 | ↑ INC |
UBS Group AGCIK 0001610520 | 216,313 | $3.71M | +37,269 | ↑ INC |
Simcoe Capital LLCCIK 0002109203 | 203,379 | $3.49M | +3,051 | ↑ INC |
VANGUARD PORTFOLIO MANAGEMENT LLCCIK 0002100121 | 198,527 | $3.40M | +198,527 | NEW |
GOLDMAN SACHS GROUP INCCIK 0000886982 | 198,276 | $3.40M | +116,358 | ↑ INC |
Nuveen, LLCCIK 0001871926 | 188,908 | $3.24M | +125,642 | ↑ INC |
O'SHAUGHNESSY ASSET MANAGEMENT, LLCCIK 0001423442 | 186,533 | $3.20M | -18,980 | ↓ DEC |
| Filer | Δ Shares | Value |
|---|---|---|
VANGUARD CAPITAL MANAGEMENT LLCNEW | +808,492 | $13.86M |
IES Holdings, Inc.↑ INC | +609,095 | $29.08M |
CITADEL ADVISORS LLC↑ INC | +270,390 | $7.03M |
VANGUARD PORTFOLIO MANAGEMENT LLCNEW | +198,527 | $3.40M |
LOS ANGELES CAPITAL MANAGEMENT LLC↑ INC | +139,186 | $2.71M |
Nuveen, LLC↑ INC | +125,642 | $3.24M |
GOLDMAN SACHS GROUP INC↑ INC | +116,358 | $3.40M |
JPMORGAN CHASE & CO↑ INC | +111,144 | $8.92M |
TWO SIGMA INVESTMENTS, LP↑ INC | +110,805 | $2.21M |
VANGUARD FIDUCIARY TRUST CONEW | +108,986 | $1.87M |
| Filer | Δ Shares | Value |
|---|---|---|
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP↓ DEC | -75,644 | $2.23M |
ALLIANCEBERNSTEIN L.P.↓ DEC | -52,118 | $1.87M |
BARCLAYS PLC↓ DEC | -25,093 | $647.22K |
AQR CAPITAL MANAGEMENT LLC↓ DEC | -22,576 | $9.56M |
BRIDGEWAY CAPITAL MANAGEMENT, LLC↓ DEC | -22,361 | $7.06M |
Dynamic Technology Lab Private Ltd↓ DEC | -21,806 | $234.39K |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC↓ DEC | -18,980 | $3.20M |
Hillsdale Investment Management Inc.↓ DEC | -18,000 | $5.64M |
STATE OF WISCONSIN INVESTMENT BOARD↓ DEC | -15,600 | $727.99K |
WELLS FARGO & COMPANY/MN↓ DEC | -14,318 | $140.69K |