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 |
|---|---|---|---|---|
WINMILL & CO. INCCIK 0000052234 | 586,500 | $3.00M | – | no_change |
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119 | 430,003 | $2.20M | +430,003 | NEW |
BlackRock, Inc.CIK 0002012383 | 294,640 | $1.51M | +58,957 | ↑ INC |
MARATHON CAPITAL MANAGEMENTCIK 0001213206 | 259,627 | $1.33M | -1,524 | ↓ DEC |
RENAISSANCE TECHNOLOGIES LLCCIK 0001037389 | 216,175 | $1.10M | +1,350 | ↑ INC |
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717 | 144,262 | $737.34K | +118 | ↑ INC |
WELLS FARGO & COMPANY/MNCIK 0000072971 | 130,919 | $668.99K | +128,918 | ↑ INC |
Private Capital Management, LLCCIK 0001588456 | 103,549 | $529.13K | +91,549 | ↑ INC |
MORGAN STANLEYCIK 0000895421 | 73,114 | $373.62K | +6,914 | ↑ INC |
Kestra Advisory Services, LLCCIK 0001830819 | 63,120 | $322.54K | -12,249 | ↓ DEC |
DIMENSIONAL FUND ADVISORS LPCIK 0000354204 | 61,129 | $312.37K | – | no_change |
VANGUARD FIDUCIARY TRUST COCIK 0000933478 | 60,231 | $307.78K | +60,231 | NEW |
Towneley Capital Management, Inc / DECIK 0002004980 | 48,375 | $247.20K | +682 | ↑ INC |
Cetera Investment AdvisersCIK 0001666741 | 43,435 | $221.95K | -989 | ↓ DEC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 40,938 | $209.19K | +7,346 | ↑ INC |
PFG Investments, LLCCIK 0001973224 | 35,402 | $180.91K | +208 | ↑ INC |
AlphaCentric Advisors LLCCIK 0001913464 | 35,271 | $180.24K | – | no_change |
Crossingbridge Advisors, LLCCIK 0001770024 | 35,271 | $180.24K | – | no_change |
Baker Ellis Asset Management LLCCIK 0001365559 | 35,000 | $178.85K | -4,000 | ↓ DEC |
STATE STREET CORPCIK 0000093751 | 31,580 | $161.37K | – | no_change |
WealthTrust Axiom LLCCIK 0001425949 | 31,000 | $158.41K | +31,000 | NEW |
LPL Financial LLCCIK 0001403438 | 27,969 | $142.92K | -9,945 | ↓ DEC |
GOLDMAN SACHS GROUP INCCIK 0000886982 | 26,541 | $135.63K | +7,124 | ↑ INC |
NORTHERN TRUST CORPCIK 0000073124 | 25,382 | $129.70K | +4,177 | ↑ INC |
Man Group plcCIK 0001637460 | 24,959 | $127.54K | +9,083 | ↑ INC |
| Filer | Δ Shares | Value |
|---|---|---|
VANGUARD CAPITAL MANAGEMENT LLCNEW | +430,003 | $2.20M |
WELLS FARGO & COMPANY/MN↑ INC | +128,918 | $668.99K |
Private Capital Management, LLC↑ INC | +91,549 | $529.13K |
VANGUARD FIDUCIARY TRUST CONEW | +60,231 | $307.78K |
BlackRock, Inc.↑ INC | +58,957 | $1.51M |
WealthTrust Axiom LLCNEW | +31,000 | $158.41K |
UBS Group AG↑ INC | +22,527 | $115.33K |
Merit Financial Group, LLCNEW | +17,975 | $91.86K |
HSBC HOLDINGS PLCNEW | +17,271 | $87.91K |
BARCLAYS PLC↑ INC | +10,520 | $53.80K |
| Filer | Δ Shares | Value |
|---|---|---|
ROYAL BANK OF CANADA↓ DEC | -24,917 | $2.00K |
ACADIAN ASSET MANAGEMENT LLC↓ DEC | -13,525 | $7.00 |
Kestra Advisory Services, LLC↓ DEC | -12,249 | $322.54K |
LPL Financial LLC↓ DEC | -9,945 | $142.92K |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC↓ DEC | -9,464 | $80.33K |
BARD ASSOCIATES INC↓ DEC | -5,311 | $85.11K |
Baker Ellis Asset Management LLC↓ DEC | -4,000 | $178.85K |
RITHOLTZ WEALTH MANAGEMENT↓ DEC | -2,144 | $55.74K |
MARATHON CAPITAL MANAGEMENT↓ DEC | -1,524 | $1.33M |
Cetera Investment Advisers↓ DEC | -989 | $221.95K |