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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

Institutions93.0%
Insiders10.2%
Institutions Count56
Institutions 93.0%Insiders 10.2%Float (Other) 0.0%
13F Filers (top 25)25Quarter 2026-03-31
Top-25 Reported Value$95.87MSum of shown holders' market value
Net Position Change10 adds · 10 trimsLargest movers this quarter

Top Holders by Value

25 shown
FilerSharesMarket ValueΔ SharesChange
Conifer Management, L.L.C.CIK 0001773994
1,433,350$18.35M–no_change
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLCCIK 0001021223
1,341,221$17.17M-127,782↓ DEC
BECK MACK & OLIVER LLCCIK 0000010742
850,593$10.89M+34,146↑ INC
WELLINGTON MANAGEMENT GROUP LLPCIK 0000902219
758,796$9.71M-418,177↓ DEC
WASATCH ADVISORS LPCIK 0000814133
586,755$7.51M-663,102↓ DEC
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119
396,765$5.08M+396,765NEW
First Eagle Investment Management, LLCCIK 0001325447
384,774$4.93M+6,000↑ INC
MASSACHUSETTS FINANCIAL SERVICES CO /MA/CIK 0000912938
322,166$4.12M-184,522↓ DEC
FEDERATED HERMES, INC.CIK 0001056288
258,900$3.31M-268,400↓ DEC
GILDER GAGNON HOWE & CO LLCCIK 0000902464
182,700$2.34M-38,624↓ DEC
BlackRock, Inc.CIK 0002012383
159,632$2.04M+1,262↑ INC
WELLS FARGO & COMPANY/MNCIK 0000072971
125,384$1.60M-3,213↓ DEC
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717
108,496$1.39M+4,074↑ INC
MARSHALL WACE, LLPCIK 0001318757
101,875$1.30M+74,646↑ INC
JANE STREET GROUP, LLCCIK 0001595888
82,176$1.05M+58,339↑ INC
VANGUARD FIDUCIARY TRUST COCIK 0000933478
53,680$687.10K+53,680NEW
SEI INVESTMENTS COCIK 0000350894
53,068$679.27K-11,862↓ DEC
CITADEL ADVISORS LLCCIK 0001423053
52,799$675.83K+38,249↑ INC
UBS Group AGCIK 0001610520
48,269$617.84K-778↓ DEC
STATE STREET CORPCIK 0000093751
43,112$551.83K+800↑ INC
GOLDMAN SACHS GROUP INCCIK 0000886982
30,684$392.75K-50,996↓ DEC
JPMORGAN CHASE & COCIK 0000019617
31,559$384.07K+31,559NEW
Quent Capital, LLCCIK 0001912338
30,000$384.00K+7,000↑ INC
ENVESTNET ASSET MANAGEMENT INCCIK 0001407543
29,053$371.88K+254↑ INC
DIMENSIONAL FUND ADVISORS LPCIK 0000354204
25,299$323.83K+25,299NEW

Top Adds (Buyers)

FilerΔ SharesValue
VANGUARD CAPITAL MANAGEMENT LLCNEW
+396,765$5.08M
MARSHALL WACE, LLP↑ INC
+74,646$1.30M
JANE STREET GROUP, LLC↑ INC
+58,339$1.05M
VANGUARD FIDUCIARY TRUST CONEW
+53,680$687.10K
CITADEL ADVISORS LLC↑ INC
+38,249$675.83K
BECK MACK & OLIVER LLC↑ INC
+34,146$10.89M
JPMORGAN CHASE & CONEW
+31,559$384.07K
DIMENSIONAL FUND ADVISORS LPNEW
+25,299$323.83K
HRT FINANCIAL LPNEW
+21,042$269.00
AXQ CAPITAL, LPNEW
+15,437$197.59K

Top Trims (Sellers)

FilerΔ SharesValue
WASATCH ADVISORS LP↓ DEC
-663,102$7.51M
WELLINGTON MANAGEMENT GROUP LLP↓ DEC
-418,177$9.71M
FEDERATED HERMES, INC.↓ DEC
-268,400$3.31M
MASSACHUSETTS FINANCIAL SERVICES CO /MA/↓ DEC
-184,522$4.12M
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC↓ DEC
-127,782$17.17M
GOLDMAN SACHS GROUP INC↓ DEC
-50,996$392.75K
GILDER GAGNON HOWE & CO LLC↓ DEC
-38,624$2.34M
Squarepoint Ops LLC↓ DEC
-26,733$297.11K
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY↓ DEC
-12,853$320.00
SEI INVESTMENTS CO↓ DEC
-11,862$679.27K