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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

Institutions63.9%
Insiders28.2%
Institutions Count116
Institutions 63.9%Insiders 28.2%Float (Other) 7.8%
13F Filers (top 25)25Quarter 2026-03-31
Top-25 Reported Value$161.36MSum of shown holders' market value
Net Position Change10 adds · 10 trimsLargest movers this quarter

Top Holders by Value

25 shown
FilerSharesMarket ValueΔ SharesChange
CITIGROUP INCCIK 0000831001
15,885,582$23.83M+215,773↑ INC
OAKTREE CAPITAL MANAGEMENT LPCIK 0000949509
7,505,294$11.26M–no_change
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119
6,969,162$10.45M+6,969,162NEW
UBS Group AGCIK 0001610520
6,706,936$10.06M+1,099,690↑ INC
Blue Door Asset Management, LLCCIK 0001909147
5,932,081$8.90M+296,424↑ INC
MARSHALL WACE, LLPCIK 0001318757
5,610,709$8.42M+1,646,601↑ INC
Long Pond Capital, LPCIK 0001499066
5,610,150$8.42M–no_change
BANK OF AMERICA CORP /DE/CIK 0000070858
5,387,342$8.08M+5,118,096↑ INC
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.CIK 0001238990
5,032,880$7.55M+3,125,595↑ INC
Northern Right Capital Management, L.P.CIK 0001346543
4,985,800$7.48M+1,506,341↑ INC
VANGUARD PORTFOLIO MANAGEMENT LLCCIK 0002100121
4,232,191$6.35M+4,232,191NEW
Tikvah Management LLCCIK 0001606477
3,335,122$5.00M–no_change
MILLENNIUM MANAGEMENT LLCCIK 0001273087
3,234,267$4.85M+794,541↑ INC
BlackRock, Inc.CIK 0002012383
2,756,799$4.14M-14,853↓ DEC
GOLDMAN SACHS GROUP INCCIK 0000886982
2,706,501$4.06M-177,917↓ DEC
KIM, LLCCIK 0001888968
2,656,173$3.98M–no_change
ROYCE & ASSOCIATES LPCIK 0000906304
2,624,571$3.94M+190,000↑ INC
Ancora Advisors LLCCIK 0001446114
2,581,473$3.87M+1,533,873↑ INC
KENNEDY CAPITAL MANAGEMENT LLCCIK 0000884589
2,564,082$3.85M+354,476↑ INC
MORGAN STANLEYCIK 0000895421
2,498,869$3.75M+353,442↑ INC
Stoic Point Capital Management LLCCIK 0002043279
2,335,993$3.50M-150,000↓ DEC
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717
2,004,168$3.01M-90,785↓ DEC
JACOBS LEVY EQUITY MANAGEMENT, INCCIK 0000884414
1,772,299$2.66M+51,595↑ INC
JANE STREET GROUP, LLCCIK 0001595888
1,345,386$2.02M-575,726↓ DEC
Russell Investments Group, Ltd.CIK 0001692234
1,300,594$1.95M+819,541↑ INC

Top Adds (Buyers)

FilerΔ SharesValue
VANGUARD CAPITAL MANAGEMENT LLCNEW
+6,969,162$10.45M
BANK OF AMERICA CORP /DE/↑ INC
+5,118,096$8.08M
VANGUARD PORTFOLIO MANAGEMENT LLCNEW
+4,232,191$6.35M
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.↑ INC
+3,125,595$7.55M
MARSHALL WACE, LLP↑ INC
+1,646,601$8.42M
Ancora Advisors LLC↑ INC
+1,533,873$3.87M
Northern Right Capital Management, L.P.↑ INC
+1,506,341$7.48M
VANGUARD FIDUCIARY TRUST CONEW
+1,110,050$1.67M
UBS Group AG↑ INC
+1,099,690$10.06M
Russell Investments Group, Ltd.↑ INC
+819,541$1.95M

Top Trims (Sellers)

FilerΔ SharesValue
JANE STREET GROUP, LLC↓ DEC
-575,726$2.02M
RENAISSANCE TECHNOLOGIES LLC↓ DEC
-265,700$1.70M
DIMENSIONAL FUND ADVISORS LP↓ DEC
-261,760$800.16K
ExodusPoint Capital Management, LP↓ DEC
-255,130$28.67K
Brevan Howard Capital Management LP↓ DEC
-244,075$100.99K
XTX Topco Ltd↓ DEC
-219,744$167.69K
GOLDMAN SACHS GROUP INC↓ DEC
-177,917$4.06M
BOOTHBAY FUND MANAGEMENT, LLC↓ DEC
-162,204$18.86K
PRELUDE CAPITAL MANAGEMENT, LLC↓ DEC
-161,055$21.21K
Stoic Point Capital Management LLC↓ DEC
-150,000$3.50M