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 |
|---|---|---|---|---|
Palogic Value Management, L.P.CIK 0001532943 | 681,861 | $1.23M | -28,259 | ↓ DEC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 681,730 | $886.25K | -28,259 | ↓ DEC |
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119 | 569,307 | $740.10K | +569,307 | NEW |
VERUS CAPITAL PARTNERS, LLCCIK 0001796874 | 482,067 | $626.69K | -645,833 | ↓ DEC |
BlackRock, Inc.CIK 0002012383 | 465,014 | $604.52K | -8,852 | ↓ DEC |
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717 | 340,785 | $443.05K | +58,309 | ↑ INC |
Focus Partners WealthCIK 0001542153 | 184,327 | $239.63K | +481 | ↑ INC |
NATIONAL BANK OF CANADA /FI/CIK 0000926171 | 120,000 | $157.20K | – | no_change |
CHARLES SCHWAB INVESTMENT MANAGEMENT INCCIK 0000884546 | 103,302 | $134.29K | -12,596 | ↓ DEC |
BRIDGEWAY CAPITAL MANAGEMENT, LLCCIK 0001107261 | 97,100 | $126.23K | – | no_change |
MORGAN STANLEYCIK 0000895421 | 94,622 | $123.01K | +54,891 | ↑ INC |
Tyche Wealth Partners LLCCIK 0002004818 | 90,598 | $117.78K | +90,598 | NEW |
NORTHERN TRUST CORPCIK 0000073124 | 89,209 | $115.97K | -4,194 | ↓ DEC |
Squarepoint Ops LLCCIK 0001642575 | 80,942 | $105.22K | +36,287 | ↑ INC |
VANGUARD FIDUCIARY TRUST COCIK 0000933478 | 77,638 | $100.93K | +77,638 | NEW |
AQR CAPITAL MANAGEMENT LLCCIK 0001167557 | 72,504 | $94.25K | +57,409 | ↑ INC |
VANGUARD PORTFOLIO MANAGEMENT LLCCIK 0002100121 | 71,858 | $93.42K | +71,858 | NEW |
GOLDMAN SACHS GROUP INCCIK 0000886982 | 64,805 | $84.25K | -3,550 | ↓ DEC |
STATE STREET CORPCIK 0000093751 | 52,763 | $68.59K | -6,240 | ↓ DEC |
LOS ANGELES CAPITAL MANAGEMENT LLCCIK 0001177206 | 44,434 | $57.76K | -9,126 | ↓ DEC |
JPMORGAN CHASE & COCIK 0000019617 | 29,298 | $52.74K | +14,197 | ↑ INC |
DIMENSIONAL FUND ADVISORS LPCIK 0000354204 | 36,509 | $50.03K | -7,306 | ↓ DEC |
Navis Wealth Advisors, LLCCIK 0001849055 | 35,087 | $45.61K | – | no_change |
TWO SIGMA SECURITIES, LLCCIK 0001450144 | 32,273 | $41.95K | +32,273 | NEW |
XTX Topco LtdCIK 0001828301 | 31,125 | $40.46K | +31,125 | NEW |
| Filer | Δ Shares | Value |
|---|---|---|
VANGUARD CAPITAL MANAGEMENT LLCNEW | +569,307 | $740.10K |
GSA CAPITAL PARTNERS LLP↑ INC | +137,168 | $225.00 |
Tyche Wealth Partners LLCNEW | +90,598 | $117.78K |
VANGUARD FIDUCIARY TRUST CONEW | +77,638 | $100.93K |
VANGUARD PORTFOLIO MANAGEMENT LLCNEW | +71,858 | $93.42K |
GEODE CAPITAL MANAGEMENT, LLC↑ INC | +58,309 | $443.05K |
AQR CAPITAL MANAGEMENT LLC↑ INC | +57,409 | $94.25K |
MORGAN STANLEY↑ INC | +54,891 | $123.01K |
Squarepoint Ops LLC↑ INC | +36,287 | $105.22K |
TWO SIGMA SECURITIES, LLCNEW | +32,273 | $41.95K |
| Filer | Δ Shares | Value |
|---|---|---|
VERUS CAPITAL PARTNERS, LLC↓ DEC | -645,833 | $626.69K |
RENAISSANCE TECHNOLOGIES LLC↓ DEC | -54,950 | $13.39K |
Palogic Value Management, L.P.↓ DEC | -28,259 | $1.23M |
RAYMOND JAMES FINANCIAL INC↓ DEC | -28,259 | $886.25K |
BARCLAYS PLC↓ DEC | -16,527 | $4.48K |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC↓ DEC | -12,596 | $134.29K |
LOS ANGELES CAPITAL MANAGEMENT LLC↓ DEC | -9,126 | $57.76K |
BlackRock, Inc.↓ DEC | -8,852 | $604.52K |
DIMENSIONAL FUND ADVISORS LP↓ DEC | -7,306 | $50.03K |
STATE STREET CORP↓ DEC | -6,240 | $68.59K |