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 |
|---|---|---|---|---|
Long Focus Capital Management, LLCCIK 0001602716 | 3,594,100 | $13.55M | +301,619 | ↑ INC |
BlackRock, Inc.CIK 0002012383 | 2,831,932 | $10.68M | +157,960 | ↑ INC |
Pathstone Holdings, LLCCIK 0002011612 | 2,397,332 | $9.04M | +1,678,980 | ↑ INC |
Americana Partners, LLCCIK 0001797678 | 1,679,017 | $6.33M | +300,037 | ↑ INC |
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119 | 1,452,690 | $5.48M | +1,452,690 | NEW |
B Group, Inc.CIK 0002043476 | 970,000 | $3.66M | +50,000 | ↑ INC |
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717 | 915,444 | $3.45M | +34,486 | ↑ INC |
STATE STREET CORPCIK 0000093751 | 835,028 | $3.15M | +97,669 | ↑ INC |
Qube Research & Technologies LtdCIK 0001729829 | 497,508 | $1.88M | +422,822 | ↑ INC |
DIMENSIONAL FUND ADVISORS LPCIK 0000354204 | 341,681 | $1.29M | +40,346 | ↑ INC |
Apollo Management Holdings, L.P.CIK 0001449434 | 335,000 | $1.26M | -176,054 | ↓ DEC |
NORTHERN TRUST CORPCIK 0000073124 | 332,309 | $1.25M | +8,814 | ↑ INC |
Squarepoint Ops LLCCIK 0001642575 | 331,754 | $1.25M | +291,079 | ↑ INC |
JACOBS LEVY EQUITY MANAGEMENT, INCCIK 0000884414 | 327,912 | $1.24M | +313,866 | ↑ INC |
RENAISSANCE TECHNOLOGIES LLCCIK 0001037389 | 293,358 | $1.11M | +17,458 | ↑ INC |
CHARLES SCHWAB INVESTMENT MANAGEMENT INCCIK 0000884546 | 278,589 | $1.05M | -10,309 | ↓ DEC |
MILLENNIUM MANAGEMENT LLCCIK 0001273087 | 260,024 | $980.29K | -6,895 | ↓ DEC |
VANGUARD PORTFOLIO MANAGEMENT LLCCIK 0002100121 | 249,083 | $939.04K | +249,083 | NEW |
VANGUARD FIDUCIARY TRUST COCIK 0000933478 | 240,925 | $908.29K | +240,925 | NEW |
Russell Investments Group, Ltd.CIK 0001692234 | 205,999 | $776.62K | +202,376 | ↑ INC |
PANAGORA ASSET MANAGEMENT INCCIK 0000883677 | 194,167 | $732.01K | +87,233 | ↑ INC |
MORGAN STANLEYCIK 0000895421 | 185,145 | $698.00K | -44,218 | ↓ DEC |
UBS Group AGCIK 0001610520 | 180,243 | $679.52K | +31,863 | ↑ INC |
AQR CAPITAL MANAGEMENT LLCCIK 0001167557 | 138,517 | $522.21K | +40,847 | ↑ INC |
CITADEL ADVISORS LLCCIK 0001423053 | 135,303 | $510.09K | -12,535 | ↓ DEC |
| Filer | Δ Shares | Value |
|---|---|---|
Pathstone Holdings, LLC↑ INC | +1,678,980 | $9.04M |
VANGUARD CAPITAL MANAGEMENT LLCNEW | +1,452,690 | $5.48M |
Qube Research & Technologies Ltd↑ INC | +422,822 | $1.88M |
JACOBS LEVY EQUITY MANAGEMENT, INC↑ INC | +313,866 | $1.24M |
Long Focus Capital Management, LLC↑ INC | +301,619 | $13.55M |
Americana Partners, LLC↑ INC | +300,037 | $6.33M |
Squarepoint Ops LLC↑ INC | +291,079 | $1.25M |
ACADIAN ASSET MANAGEMENT LLC↑ INC | +267,140 | $2.90K |
VANGUARD PORTFOLIO MANAGEMENT LLCNEW | +249,083 | $939.04K |
VANGUARD FIDUCIARY TRUST CONEW | +240,925 | $908.29K |
| Filer | Δ Shares | Value |
|---|---|---|
Invesco Ltd.↓ DEC | -338,967 | $49.15K |
Walleye Capital LLC↓ DEC | -280,403 | $51.68K |
BANK OF AMERICA CORP /DE/↓ DEC | -193,773 | $423.20K |
Apollo Management Holdings, L.P.↓ DEC | -176,054 | $1.26M |
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC↓ DEC | -82,101 | $1.84K |
BARCLAYS PLC↓ DEC | -45,728 | $73.60K |
MORGAN STANLEY↓ DEC | -44,218 | $698.00K |
BRIDGEWAY CAPITAL MANAGEMENT, LLC↓ DEC | -35,000 | $247.81K |
GOLDMAN SACHS GROUP INC↓ DEC | -32,253 | $476.49K |
WELLS FARGO & COMPANY/MN↓ DEC | -30,576 | $57.27K |