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 |
|---|---|---|---|---|
Forager Capital Management, LLCCIK 0001802986 | 9,242,837 | $24.03M | +5,252,111 | ↑ INC |
Veradace Capital Management LLCCIK 0001772351 | 7,192,304 | $18.70M | +1,391,874 | ↑ INC |
BlackRock, Inc.CIK 0002012383 | 6,280,948 | $16.33M | -13,516 | ↓ DEC |
PRIVATE MANAGEMENT GROUP INCCIK 0001142031 | 6,075,102 | $15.80M | +662,610 | ↑ INC |
AMERICAN CENTURY COMPANIES INCCIK 0000748054 | 4,087,521 | $10.63M | +115,866 | ↑ INC |
AQR CAPITAL MANAGEMENT LLCCIK 0001167557 | 3,992,611 | $10.38M | +2,240,148 | ↑ INC |
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119 | 3,221,897 | $8.38M | +3,221,897 | NEW |
DIMENSIONAL FUND ADVISORS LPCIK 0000354204 | 2,944,447 | $7.66M | -638,724 | ↓ DEC |
Portolan Capital Management, LLCCIK 0001350290 | 2,856,178 | $7.43M | +65,897 | ↑ INC |
Whetstone Capital Advisors, LLCCIK 0001607278 | 2,690,639 | $7.00M | -37,988 | ↓ DEC |
STATE STREET CORPCIK 0000093751 | 1,750,391 | $4.55M | +4,077 | ↑ INC |
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717 | 1,682,867 | $4.38M | -4,192 | ↓ DEC |
Pacific Ridge Capital Partners, LLCCIK 0001591546 | 1,413,377 | $3.67M | +324,136 | ↑ INC |
GOLDMAN SACHS GROUP INCCIK 0000886982 | 1,032,161 | $2.68M | +218,751 | ↑ INC |
CITADEL ADVISORS LLCCIK 0001423053 | 992,387 | $2.58M | +107,601 | ↑ INC |
MORGAN STANLEYCIK 0000895421 | 965,908 | $2.51M | -249,047 | ↓ DEC |
Nuveen, LLCCIK 0001871926 | 840,952 | $2.19M | -343,715 | ↓ DEC |
Sovereign's Capital Management, LLCCIK 0001911637 | 779,064 | $2.02M | -31,272 | ↓ DEC |
VANGUARD PORTFOLIO MANAGEMENT LLCCIK 0002100121 | 757,987 | $1.97M | +757,987 | NEW |
DEUTSCHE BANK AG\CIK 0000948046 | 672,688 | $1.75M | -44,468 | ↓ DEC |
CONTINENTAL ADVISORS LLCCIK 0001277779 | 651,461 | $1.69M | +37,370 | ↑ INC |
BRIDGEWAY CAPITAL MANAGEMENT, LLCCIK 0001107261 | 630,504 | $1.64M | +45,939 | ↑ INC |
BANK OF MONTREAL /CAN/CIK 0000927971 | 629,786 | $1.64M | -151,512 | ↓ DEC |
Aequim Alternative Investments LPCIK 0001728201 | 578,484 | $1.50M | – | no_change |
CHARLES SCHWAB INVESTMENT MANAGEMENT INCCIK 0000884546 | 545,513 | $1.42M | +19,928 | ↑ INC |
| Filer | Δ Shares | Value |
|---|---|---|
Forager Capital Management, LLC↑ INC | +5,252,111 | $24.03M |
VANGUARD CAPITAL MANAGEMENT LLCNEW | +3,221,897 | $8.38M |
AQR CAPITAL MANAGEMENT LLC↑ INC | +2,240,148 | $10.38M |
Veradace Capital Management LLC↑ INC | +1,391,874 | $18.70M |
VANGUARD PORTFOLIO MANAGEMENT LLCNEW | +757,987 | $1.97M |
PRIVATE MANAGEMENT GROUP INC↑ INC | +662,610 | $15.80M |
VANGUARD FIDUCIARY TRUST CONEW | +432,567 | $1.12M |
Pacific Ridge Capital Partners, LLC↑ INC | +324,136 | $3.67M |
Vanguard Global Advisers, LLCNEW | +283,702 | $737.63K |
BANK OF AMERICA CORP /DE/↑ INC | +219,747 | $1.29M |
| Filer | Δ Shares | Value |
|---|---|---|
SUSQUEHANNA INTERNATIONAL GROUP, LLP↓ DEC | -863,709 | $344.16K |
JANE STREET GROUP, LLC↓ DEC | -816,553 | $144.84K |
ROYCE & ASSOCIATES LP↓ DEC | -658,150 | $61.33K |
DIMENSIONAL FUND ADVISORS LP↓ DEC | -638,724 | $7.66M |
SEI INVESTMENTS CO↓ DEC | -486,300 | $102.85K |
BARCLAYS PLC↓ DEC | -387,712 | $772.83K |
Nuveen, LLC↓ DEC | -343,715 | $2.19M |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP↓ DEC | -271,808 | $217.19K |
MORGAN STANLEY↓ DEC | -249,047 | $2.51M |
UBS Group AG↓ DEC | -204,363 | $1.04M |