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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

Institutions55.4%
Insiders10.6%
Institutions Count140
Institutions 55.4%Insiders 10.6%Float (Other) 34.1%
13F Filers (top 25)25Quarter 2026-03-31
Top-25 Reported Value$311.88MSum 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
927,655$59.31M-6,920↓ DEC
DIMENSIONAL FUND ADVISORS LPCIK 0000354204
440,839$28.19M+11,946↑ INC
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119
431,696$27.60M+431,696NEW
AMERICAN CENTURY COMPANIES INCCIK 0000748054
315,815$20.19M+23,492↑ INC
STATE STREET CORPCIK 0000093751
281,511$18.00M+5,602↑ INC
Clayton Financial Group LLCCIK 0002011212
280,424$17.93M–no_change
MANUFACTURERS LIFE INSURANCE COMPANY, THECIK 0000928047
238,991$15.28M-3,229↓ DEC
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717
235,771$15.08M+4,803↑ INC
RAFFLES ASSOCIATES LPCIK 0001169581
222,885$14.25M-2,449↓ DEC
FJ Capital Management LLCCIK 0001599170
202,427$12.94M-98,517↓ DEC
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLCCIK 0001164833
154,801$9.90M+98,930↑ INC
VANGUARD PORTFOLIO MANAGEMENT LLCCIK 0002100121
144,123$9.22M+144,123NEW
MORGAN STANLEYCIK 0000895421
100,037$6.40M-2,669↓ DEC
ACR Alpine Capital Research, LLCCIK 0001508822
94,707$6.06M+3,675↑ INC
NORTHERN TRUST CORPCIK 0000073124
93,428$5.97M+4,170↑ INC
RENAISSANCE TECHNOLOGIES LLCCIK 0001037389
91,534$5.85M-1,481↓ DEC
AQR CAPITAL MANAGEMENT LLCCIK 0001167557
84,526$5.40M+22,164↑ INC
Siena Capital Partners GP, LLCCIK 0001694886
79,314$5.07M–no_change
CHARLES SCHWAB INVESTMENT MANAGEMENT INCCIK 0000884546
77,131$4.93M-812↓ DEC
BRIDGEWAY CAPITAL MANAGEMENT, LLCCIK 0001107261
72,088$4.61M+1,492↑ INC
GOLDMAN SACHS GROUP INCCIK 0000886982
71,935$4.60M-6,229↓ DEC
MALTESE CAPITAL MANAGEMENT LLCCIK 0001040762
60,475$3.87M+365↑ INC
VANGUARD FIDUCIARY TRUST COCIK 0000933478
59,553$3.81M+59,553NEW
Creative PlanningCIK 0001540235
58,876$3.76M+10,535↑ INC
JPMORGAN CHASE & COCIK 0000019617
57,863$3.65M-12,308↓ DEC

Top Adds (Buyers)

FilerΔ SharesValue
VANGUARD CAPITAL MANAGEMENT LLCNEW
+431,696$27.60M
VANGUARD PORTFOLIO MANAGEMENT LLCNEW
+144,123$9.22M
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC↑ INC
+98,930$9.90M
VANGUARD FIDUCIARY TRUST CONEW
+59,553$3.81M
EverSource Wealth Advisors, LLC↑ INC
+29,250$2.35M
FRANKLIN RESOURCES INC↑ INC
+23,659$3.63M
AMERICAN CENTURY COMPANIES INC↑ INC
+23,492$20.19M
AQR CAPITAL MANAGEMENT LLC↑ INC
+22,164$5.40M
PANAGORA ASSET MANAGEMENT INC↑ INC
+19,286$2.13M
TWO SIGMA INVESTMENTS, LP↑ INC
+14,467$2.83M

Top Trims (Sellers)

FilerΔ SharesValue
FJ Capital Management LLC↓ DEC
-98,517$12.94M
MILLENNIUM MANAGEMENT LLC↓ DEC
-35,935$3.01M
UBS Group AG↓ DEC
-30,319$1.78M
BARCLAYS PLC↓ DEC
-13,619$1.27M
JPMORGAN CHASE & CO↓ DEC
-12,308$3.65M
Assenagon Asset Management S.A.↓ DEC
-9,472$639.85K
WELLS FARGO & COMPANY/MN↓ DEC
-7,175$232.82K
BlackRock, Inc.↓ DEC
-6,920$59.31M
GOLDMAN SACHS GROUP INC↓ DEC
-6,229$4.60M
FMR LLC↓ DEC
-5,805$2.20M