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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

Institutions5.0%
Insiders4.8%
Institutions Count20
Institutions 5.0%Insiders 4.8%Float (Other) 90.2%
13F Filers (top 25)20Quarter 2026-03-31
Top-25 Reported Value$3.18MSum of shown holders' market value
Net Position Change7 adds · 6 trimsLargest movers this quarter

Top Holders by Value

20 shown
FilerSharesMarket ValueΔ SharesChange
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119
201,558$898.95K+201,558NEW
BANK OF AMERICA CORP /DE/CIK 0000070858
137,832$614.73K-42,931↓ DEC
SEI INVESTMENTS COCIK 0000350894
113,200$504.87K+63,644↑ INC
Argent Trust CoCIK 0001625292
52,674$234.93K–no_change
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717
47,144$210.33K-1,732↓ DEC
NORTHERN TRUST CORPCIK 0000073124
28,738$128.17K-305↓ DEC
Callahan Advisors, LLCCIK 0001395055
28,182$125.69K–no_change
DIMENSIONAL FUND ADVISORS LPCIK 0000354204
18,737$83.57K–no_change
Sequoia Financial Advisors, LLCCIK 0001599900
17,464$77.89K–no_change
VANGUARD FIDUCIARY TRUST COCIK 0000933478
17,434$77.76K+17,434NEW
LPL Financial LLCCIK 0001403438
12,265$54.70K+12,265NEW
UBS Group AGCIK 0001610520
12,015$53.59K+5,329↑ INC
BlackRock, Inc.CIK 0002012383
11,244$50.15K+3,824↑ INC
STATE STREET CORPCIK 0000093751
10,454$46.63K–no_change
ROYAL BANK OF CANADACIK 0001000275
2,586$12.00K-34,414↓ DEC
Tower Research Capital LLC (TRC)CIK 0001533421
407$1.81K-545↓ DEC
Tieton Capital Management, LLCCIK 0001381954
224,513$1.00K+56,588↑ INC
MORGAN STANLEYCIK 0000895421
200$892.00-570↓ DEC
SBI Securities Co., Ltd.CIK 0001851815
20$89.00–no_change
CITIGROUP INCCIK 0000831001
1$4.00–no_change

Top Adds (Buyers)

FilerΔ SharesValue
VANGUARD CAPITAL MANAGEMENT LLCNEW
+201,558$898.95K
SEI INVESTMENTS CO↑ INC
+63,644$504.87K
Tieton Capital Management, LLC↑ INC
+56,588$1.00K
VANGUARD FIDUCIARY TRUST CONEW
+17,434$77.76K
LPL Financial LLCNEW
+12,265$54.70K
UBS Group AG↑ INC
+5,329$53.59K
BlackRock, Inc.↑ INC
+3,824$50.15K

Top Trims (Sellers)

FilerΔ SharesValue
BANK OF AMERICA CORP /DE/↓ DEC
-42,931$614.73K
ROYAL BANK OF CANADA↓ DEC
-34,414$12.00K
GEODE CAPITAL MANAGEMENT, LLC↓ DEC
-1,732$210.33K
MORGAN STANLEY↓ DEC
-570$892.00
Tower Research Capital LLC (TRC)↓ DEC
-545$1.81K
NORTHERN TRUST CORP↓ DEC
-305$128.17K