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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

Institutions43.9%
Insiders58.4%
Institutions Count220
Institutions 43.9%Insiders 58.4%Float (Other) 0.0%
13F Filers (top 25)25Quarter 2026-03-31
Top-25 Reported Value$731.87MSum 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
2,537,957$160.63M-457↓ DEC
Divisadero Street Capital Management, LPCIK 0001901865
1,311,614$83.01M+188,388↑ INC
Accredited Investors Inc.CIK 0001518364
886,642$56.12M-26,400↓ DEC
Caption Management, LLCCIK 0001706766
805,700$50.99M+369,139↑ INC
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119
763,619$48.33M+763,619NEW
STATE STREET CORPCIK 0000093751
622,263$39.38M+21,607↑ INC
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717
521,038$32.98M+31,656↑ INC
MORGAN STANLEYCIK 0000895421
467,429$29.58M+200,362↑ INC
DIMENSIONAL FUND ADVISORS LPCIK 0000354204
458,222$29.00M+134,714↑ INC
SUSQUEHANNA INTERNATIONAL GROUP, LLPCIK 0001446194
438,322$27.74M+57,096↑ INC
CITADEL ADVISORS LLCCIK 0001423053
377,476$23.89M+28,589↑ INC
BANK OF AMERICA CORP /DE/CIK 0000070858
326,063$20.64M+243,747↑ INC
VANGUARD PORTFOLIO MANAGEMENT LLCCIK 0002100121
312,884$19.80M+312,884NEW
GOLDMAN SACHS GROUP INCCIK 0000886982
250,573$15.86M-11,287↓ DEC
PRINCIPAL FINANCIAL GROUP INCCIK 0001126328
247,407$15.66M+72,626↑ INC
G2 Investment Partners Management LLCCIK 0001593404
167,437$10.60M-15,563↓ DEC
NORTHERN TRUST CORPCIK 0000073124
154,378$9.77M+3,666↑ INC
CHARLES SCHWAB INVESTMENT MANAGEMENT INCCIK 0000884546
152,381$9.64M+3,481↑ INC
Invesco Ltd.CIK 0000914208
123,919$7.84M-90,723↓ DEC
SILVERCREST ASSET MANAGEMENT GROUP LLCCIK 0001232395
117,696$7.45M+117,696NEW
VANGUARD FIDUCIARY TRUST COCIK 0000933478
117,455$7.43M+117,455NEW
ROYAL BANK OF CANADACIK 0001000275
112,957$7.15M+10,486↑ INC
JANE STREET GROUP, LLCCIK 0001595888
101,200$6.40M+37,700↑ INC
Bank of New York Mellon CorpCIK 0001390777
95,881$6.07M-2,555↓ DEC
UBS Group AGCIK 0001610520
93,244$5.90M-21,182↓ DEC

Top Adds (Buyers)

FilerΔ SharesValue
VANGUARD CAPITAL MANAGEMENT LLCNEW
+763,619$48.33M
Caption Management, LLC↑ INC
+369,139$50.99M
VANGUARD PORTFOLIO MANAGEMENT LLCNEW
+312,884$19.80M
BANK OF AMERICA CORP /DE/↑ INC
+243,747$20.64M
T. Rowe Price Investment Management, Inc.↑ INC
+240,410$24.91K
MORGAN STANLEY↑ INC
+200,362$29.58M
Divisadero Street Capital Management, LP↑ INC
+188,388$83.01M
DIMENSIONAL FUND ADVISORS LP↑ INC
+134,714$29.00M
SILVERCREST ASSET MANAGEMENT GROUP LLCNEW
+117,696$7.45M
VANGUARD FIDUCIARY TRUST CONEW
+117,455$7.43M

Top Trims (Sellers)

FilerΔ SharesValue
MARSHALL WACE, LLP↓ DEC
-244,027$1.70M
Portolan Capital Management, LLC↓ DEC
-97,827$4.43M
Invesco Ltd.↓ DEC
-90,723$7.84M
Trexquant Investment LP↓ DEC
-57,759$2.81M
CAPITAL FUND MANAGEMENT S.A.↓ DEC
-56,708$3.59M
Regal Partners Ltd↓ DEC
-55,087$251.07K
FIRST TRUST ADVISORS LP↓ DEC
-31,699$2.89M
SG Americas Securities, LLC↓ DEC
-27,243$1.42K
Accredited Investors Inc.↓ DEC
-26,400$56.12M
UBS Group AG↓ DEC
-21,182$5.90M