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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

Institutions89.8%
Insiders17.0%
Institutions Count238
Institutions 89.8%Insiders 17.0%Float (Other) 0.0%
13F Filers (top 25)25Quarter 2026-03-31
Top-25 Reported Value$443.38MSum of shown holders' market value
Net Position Change10 adds · 10 trimsLargest movers this quarter

Top Holders by Value

25 shown
FilerSharesMarket ValueΔ SharesChange
BlackRock, Inc.CIK 0002012383
57,471,052$83.33M-1,788,971↓ DEC
Discerene Group LPCIK 0001632958
39,093,531$56.69M+569,711↑ INC
Arini Captial Management LtdCIK 0002056819
36,608,248$53.08M+36,608,248NEW
EARNEST PARTNERS LLCCIK 0001102578
24,521,670$35.56M-1,371,714↓ DEC
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119
16,646,085$24.14M+16,646,085NEW
Apollo Management Holdings, L.P.CIK 0001449434
14,400,819$20.88M–no_change
STATE STREET CORPCIK 0000093751
13,717,932$19.89M-1,095,698↓ DEC
Erste Asset Management GmbHCIK 0002024532
11,869,429$16.66M–no_change
OAK HILL ADVISORS LPCIK 0001164688
10,177,079$14.76M–no_change
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717
9,424,319$13.67M+151,272↑ INC
Fundsmith LLPCIK 0001569205
9,013,783$13.07M-12,485,312↓ DEC
VANGUARD PORTFOLIO MANAGEMENT LLCCIK 0002100121
8,593,727$12.46M+8,593,727NEW
U S GLOBAL INVESTORS INCCIK 0000754811
7,534,906$10.93M-2,638,686↓ DEC
PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C.CIK 0001166152
6,901,379$10.01M+3,946,482↑ INC
Saba Capital Management, L.P.CIK 0001510281
6,490,153$9.41M-2,389,029↓ DEC
NZS Capital, LLCCIK 0001816616
5,508,444$7.99M+5,508,444NEW
SUSQUEHANNA INTERNATIONAL GROUP, LLPCIK 0001446194
3,828,849$5.55M+371,081↑ INC
CHARLES SCHWAB INVESTMENT MANAGEMENT INCCIK 0000884546
3,748,534$5.44M+220,300↑ INC
MORGAN STANLEYCIK 0000895421
3,399,029$4.93M-1,696,846↓ DEC
NORTHERN TRUST CORPCIK 0000073124
3,320,575$4.81M-12,244↓ DEC
AQR CAPITAL MANAGEMENT LLCCIK 0001167557
3,155,288$4.53M+1,506,229↑ INC
DIMENSIONAL FUND ADVISORS LPCIK 0000354204
2,920,658$4.23M-1,457,152↓ DEC
Invesco Ltd.CIK 0000914208
2,723,522$3.95M-292,942↓ DEC
VANGUARD FIDUCIARY TRUST COCIK 0000933478
2,611,269$3.79M+2,611,269NEW
GOLDMAN SACHS GROUP INCCIK 0000886982
2,511,080$3.64M-241,200↓ DEC

Top Adds (Buyers)

FilerΔ SharesValue
Arini Captial Management LtdNEW
+36,608,248$53.08M
VANGUARD CAPITAL MANAGEMENT LLCNEW
+16,646,085$24.14M
VANGUARD PORTFOLIO MANAGEMENT LLCNEW
+8,593,727$12.46M
NZS Capital, LLCNEW
+5,508,444$7.99M
Ampfield Management, L.P.NEW
+5,175,945$7.50K
PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C.↑ INC
+3,946,482$10.01M
VANGUARD FIDUCIARY TRUST CONEW
+2,611,269$3.79M
AQR CAPITAL MANAGEMENT LLC↑ INC
+1,506,229$4.53M
WHITEBOX ADVISORS LLC↑ INC
+1,272,216$3.29M
Delta Investment Management, LLCNEW
+812,334$1.18M

Top Trims (Sellers)

FilerΔ SharesValue
Fundsmith LLP↓ DEC
-12,485,312$13.07M
NOMURA HOLDINGS INC↓ DEC
-5,895,042$628.49K
Graham Capital Management, L.P.↓ DEC
-2,764,900$2.45M
U S GLOBAL INVESTORS INC↓ DEC
-2,638,686$10.93M
Saba Capital Management, L.P.↓ DEC
-2,389,029$9.41M
BALYASNY ASSET MANAGEMENT L.P.↓ DEC
-2,163,590$1.70M
BlackRock, Inc.↓ DEC
-1,788,971$83.33M
MORGAN STANLEY↓ DEC
-1,696,846$4.93M
UBS Group AG↓ DEC
-1,585,298$3.23M
DIMENSIONAL FUND ADVISORS LP↓ DEC
-1,457,152$4.23M