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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

Institutions67.4%
Insiders7.4%
Institutions Count210
Institutions 67.4%Insiders 7.4%Float (Other) 25.2%
13F Filers (top 25)25Quarter 2026-03-31
Top-25 Reported Value$490.84MSum 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
9,737,947$131.75M+69,694↑ INC
MSD CAPITAL, L.P.CIK 0001105497
5,782,745$78.24M–no_change
VANGUARD PORTFOLIO MANAGEMENT LLCCIK 0002100121
4,996,020$67.60M+4,996,020NEW
STATE STREET CORPCIK 0000093751
2,607,173$35.73M-25,430↓ DEC
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119
2,267,206$30.68M+2,267,206NEW
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717
1,355,262$18.34M-145↓ DEC
AMERIPRISE FINANCIAL INCCIK 0000820027
1,008,376$13.64M+744,573↑ INC
MORGAN STANLEYCIK 0000895421
856,938$11.59M+73,171↑ INC
JPMORGAN CHASE & COCIK 0000019617
814,845$11.10M+252,246↑ INC
CHARLES SCHWAB INVESTMENT MANAGEMENT INCCIK 0000884546
798,170$10.80M+79,512↑ INC
NewEdge Wealth, LLCCIK 0001861796
767,109$10.38M-186,089↓ DEC
NORTHERN TRUST CORPCIK 0000073124
615,557$8.33M+52,018↑ INC
Long Pond Capital, LPCIK 0001499066
553,703$7.49M-391,236↓ DEC
AQR CAPITAL MANAGEMENT LLCCIK 0001167557
446,279$6.04M+3,555↑ INC
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLCCIK 0000861177
419,320$5.67M+417,033↑ INC
Bank of New York Mellon CorpCIK 0001390777
395,955$5.36M-8,485↓ DEC
BANK OF AMERICA CORP /DE/CIK 0000070858
337,284$4.56M+177,001↑ INC
PRUDENTIAL FINANCIAL INCCIK 0001137774
336,083$4.55M-470↓ DEC
FIRST TRUST ADVISORS LPCIK 0001125816
317,170$4.29M+107,544↑ INC
PEREGRINE CAPITAL MANAGEMENT LLCCIK 0000764529
316,290$4.28M-30,528↓ DEC
DENALI ADVISORS LLCCIK 0001142941
309,600$4.19M+217,700↑ INC
VANGUARD FIDUCIARY TRUST COCIK 0000933478
308,652$4.18M+308,652NEW
Legal & General Group PlcCIK 0000764068
304,806$4.12M-35,302↓ DEC
Michelson Medical Research Foundation, Inc.CIK 0001965304
297,477$4.02M–no_change
PRINCIPAL FINANCIAL GROUP INCCIK 0001126328
289,221$3.91M+7,077↑ INC

Top Adds (Buyers)

FilerΔ SharesValue
VANGUARD PORTFOLIO MANAGEMENT LLCNEW
+4,996,020$67.60M
T. Rowe Price Investment Management, Inc.↑ INC
+2,394,661$52.76K
VANGUARD CAPITAL MANAGEMENT LLCNEW
+2,267,206$30.68M
AMERIPRISE FINANCIAL INC↑ INC
+744,573$13.64M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC↑ INC
+417,033$5.67M
VANGUARD FIDUCIARY TRUST CONEW
+308,652$4.18M
JPMORGAN CHASE & CO↑ INC
+252,246$11.10M
DENALI ADVISORS LLC↑ INC
+217,700$4.19M
SG Americas Securities, LLC↑ INC
+196,345$3.78K
BANK OF AMERICA CORP /DE/↑ INC
+177,001$4.56M

Top Trims (Sellers)

FilerΔ SharesValue
Long Pond Capital, LP↓ DEC
-391,236$7.49M
CITADEL ADVISORS LLC↓ DEC
-298,887$3.01M
DEUTSCHE BANK AG\↓ DEC
-273,131$1.31M
NewEdge Wealth, LLC↓ DEC
-186,089$10.38M
RENAISSANCE TECHNOLOGIES LLC↓ DEC
-152,905$431.02K
BARCLAYS PLC↓ DEC
-77,421$247.07K
HRT FINANCIAL LP↓ DEC
-53,764$557.00
WELLS FARGO & COMPANY/MN↓ DEC
-42,415$571.88K
BALYASNY ASSET MANAGEMENT L.P.↓ DEC
-39,920$3.30M
Aristotle Capital Boston, LLC↓ DEC
-35,573$2.87M