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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

Institutions53.4%
Insiders14.6%
Institutions Count55
Institutions 53.4%Insiders 14.6%Float (Other) 32.0%
13F Filers (top 25)25Quarter 2026-03-31
Top-25 Reported Value$90.12MSum of shown holders' market value
Net Position Change10 adds · 10 trimsLargest movers this quarter

Top Holders by Value

25 shown
FilerSharesMarket ValueΔ SharesChange
THOMPSON DAVIS & CO., INC.CIK 0001017284
1,841,775$59.91M+7,448↑ INC
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119
180,313$5.87M+180,313NEW
BlackRock, Inc.CIK 0002012383
161,107$5.24M-4,924↓ DEC
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717
82,900$2.70M-2,065↓ DEC
BARD ASSOCIATES INCCIK 0001105907
80,333$2.61M-198↓ DEC
RBF Capital, LLCCIK 0001134621
74,200$2.41M–no_change
RICE HALL JAMES & ASSOCIATES, LLCCIK 0001230765
51,346$1.67M+756↑ INC
STATE STREET CORPCIK 0000093751
46,233$1.50M-200↓ DEC
DIMENSIONAL FUND ADVISORS LPCIK 0000354204
44,729$1.46M+4,384↑ INC
Corient Private Wealth LLCCIK 0001948780
34,750$1.13M–no_change
NORTHERN TRUST CORPCIK 0000073124
28,074$913.25K-308↓ DEC
VANGUARD FIDUCIARY TRUST COCIK 0000933478
27,976$910.06K+27,976NEW
VANGUARD PORTFOLIO MANAGEMENT LLCCIK 0002100121
16,423$534.24K+16,423NEW
MORGAN STANLEYCIK 0000895421
12,943$421.04K-1,337↓ DEC
INTRUST BANK NACIK 0001034771
12,098$393.55K–no_change
Bank of New York Mellon CorpCIK 0001390777
10,747$349.60K-620↓ DEC
Waverly Advisors, LLCCIK 0001568787
10,004$325.43K+1↑ INC
LAZARD ASSET MANAGEMENT LLCCIK 0001207017
9,004$292.90K+274↑ INC
CHARLES SCHWAB INVESTMENT MANAGEMENT INCCIK 0000884546
7,445$242.19K-1,130↓ DEC
GOLDMAN SACHS GROUP INCCIK 0000886982
7,144$232.39K-551↓ DEC
UBS Group AGCIK 0001610520
7,108$231.22K+143↑ INC
LOS ANGELES CAPITAL MANAGEMENT LLCCIK 0001177206
7,085$230.47K-2,618↓ DEC
JANE STREET GROUP, LLCCIK 0001595888
6,518$212.03K-12↓ DEC
CITADEL ADVISORS LLCCIK 0001423053
6,369$207.18K-4,130↓ DEC
RHUMBLINE ADVISERSCIK 0001115418
3,800$123.61K-174↓ DEC

Top Adds (Buyers)

FilerΔ SharesValue
VANGUARD CAPITAL MANAGEMENT LLCNEW
+180,313$5.87M
VANGUARD FIDUCIARY TRUST CONEW
+27,976$910.06K
VANGUARD PORTFOLIO MANAGEMENT LLCNEW
+16,423$534.24K
THOMPSON DAVIS & CO., INC.↑ INC
+7,448$59.91M
DIMENSIONAL FUND ADVISORS LP↑ INC
+4,384$1.46M
Vanguard Global Advisers, LLCNEW
+1,995$64.90K
DEUTSCHE BANK AG\↑ INC
+1,916$63.53K
RICE HALL JAMES & ASSOCIATES, LLC↑ INC
+756$1.67M
OSAIC HOLDINGS, INC.↑ INC
+444$30.71K
Tower Research Capital LLC (TRC)↑ INC
+386$22.18K

Top Trims (Sellers)

FilerΔ SharesValue
BlackRock, Inc.↓ DEC
-4,924$5.24M
CITADEL ADVISORS LLC↓ DEC
-4,130$207.18K
BARCLAYS PLC↓ DEC
-3,751$15.39K
LOS ANGELES CAPITAL MANAGEMENT LLC↓ DEC
-2,618$230.47K
GEODE CAPITAL MANAGEMENT, LLC↓ DEC
-2,065$2.70M
WELLS FARGO & COMPANY/MN↓ DEC
-1,992$34.06K
MORGAN STANLEY↓ DEC
-1,337$421.04K
CHARLES SCHWAB INVESTMENT MANAGEMENT INC↓ DEC
-1,130$242.19K
JPMORGAN CHASE & CO↓ DEC
-796$68.51K
Bank of New York Mellon Corp↓ DEC
-620$349.60K