Stockfacts
Use CasesDocsPricing
Log inSign up free
OverviewFinancialsTrendsTranscriptsOptionsInstitutionsInsidersCorporate ActionsSEC Filings
Stockfacts

EOD US-equity data for investors and AI agents

Data is end-of-day, not real-time, and not investment advice

Use CasesDashboard

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

Institutions39.2%
Insiders21.2%
Institutions Count185
Institutions 39.2%Insiders 21.2%Float (Other) 39.6%
13F Filers (top 25)25Quarter 2026-03-31
Top-25 Reported Value$239.35MSum 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
13,742,605$41.23M+1,505,593↑ INC
HEIGHTS CAPITAL MANAGEMENT, INCCIK 0001081698
12,395,558$37.19M+12,395,558NEW
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119
8,318,783$24.96M+8,318,783NEW
RIVERSTONE HOLDINGS LLCCIK 0001247497
4,695,049$14.09M–no_change
GOLDMAN SACHS GROUP INCCIK 0000886982
4,563,634$13.69M+1,057,694↑ INC
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717
4,559,566$13.68M+447,650↑ INC
STATE STREET CORPCIK 0000093751
4,243,782$12.73M+166,543↑ INC
DIMENSIONAL FUND ADVISORS LPCIK 0000354204
3,618,519$10.85M+1,683,866↑ INC
BANK OF AMERICA CORP /DE/CIK 0000070858
3,217,556$9.65M-1,015,537↓ DEC
Invesco Ltd.CIK 0000914208
2,432,573$7.30M-363,789↓ DEC
VANGUARD PORTFOLIO MANAGEMENT LLCCIK 0002100121
2,140,229$6.42M+2,140,229NEW
CITADEL ADVISORS LLCCIK 0001423053
1,900,875$5.70M+1,253,274↑ INC
MORGAN STANLEYCIK 0000895421
1,730,414$5.19M-489,048↓ DEC
CHARLES SCHWAB INVESTMENT MANAGEMENT INCCIK 0000884546
1,533,095$4.60M+121,346↑ INC
NORTHERN TRUST CORPCIK 0000073124
1,470,727$4.41M+203,873↑ INC
MILLENNIUM MANAGEMENT LLCCIK 0001273087
1,459,581$4.38M+797,509↑ INC
Connor, Clark & Lunn Investment Management Ltd.CIK 0001596800
1,289,413$3.87M-148,109↓ DEC
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUNDCIK 0001535845
1,255,988$3.77M-581,632↓ DEC
VANGUARD FIDUCIARY TRUST COCIK 0000933478
1,204,407$3.61M+1,204,407NEW
JPMORGAN CHASE & COCIK 0000019617
999,105$2.82M+935,404↑ INC
SUSQUEHANNA INTERNATIONAL GROUP, LLPCIK 0001446194
734,580$2.20M-137,220↓ DEC
UBS Group AGCIK 0001610520
714,571$2.14M-296,924↓ DEC
Point72 Asset Management, L.P.CIK 0001603466
655,725$1.97M-247,097↓ DEC
Voleon Capital Management LPCIK 0001479847
490,125$1.47M+258,567↑ INC
FourWorld Capital Management LLCCIK 0001770525
477,129$1.43M–no_change

Top Adds (Buyers)

FilerΔ SharesValue
HEIGHTS CAPITAL MANAGEMENT, INCNEW
+12,395,558$37.19M
VANGUARD CAPITAL MANAGEMENT LLCNEW
+8,318,783$24.96M
VANGUARD PORTFOLIO MANAGEMENT LLCNEW
+2,140,229$6.42M
DIMENSIONAL FUND ADVISORS LP↑ INC
+1,683,866$10.85M
BlackRock, Inc.↑ INC
+1,505,593$41.23M
CITADEL ADVISORS LLC↑ INC
+1,253,274$5.70M
VANGUARD FIDUCIARY TRUST CONEW
+1,204,407$3.61M
GOLDMAN SACHS GROUP INC↑ INC
+1,057,694$13.69M
JPMORGAN CHASE & CO↑ INC
+935,404$2.82M
MILLENNIUM MANAGEMENT LLC↑ INC
+797,509$4.38M

Top Trims (Sellers)

FilerΔ SharesValue
Nuveen, LLC↓ DEC
-1,540,700$1.39M
JANE STREET GROUP, LLC↓ DEC
-1,509,697$166.50K
BANK OF AMERICA CORP /DE/↓ DEC
-1,015,537$9.65M
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND↓ DEC
-581,632$3.77M
MORGAN STANLEY↓ DEC
-489,048$5.19M
Invesco Ltd.↓ DEC
-363,789$7.30M
UBS Group AG↓ DEC
-296,924$2.14M
Point72 Asset Management, L.P.↓ DEC
-247,097$1.97M
TWO SIGMA INVESTMENTS, LP↓ DEC
-184,101$441.60K
Connor, Clark & Lunn Investment Management Ltd.↓ DEC
-148,109$3.87M