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 |
|---|---|---|---|---|
BlackRock, Inc.CIK 0002012383 | 936,413 | $8.88M | +17,158 | ↑ INC |
DIMENSIONAL FUND ADVISORS LPCIK 0000354204 | 793,553 | $7.52M | +25,607 | ↑ INC |
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119 | 752,095 | $7.13M | +752,095 | NEW |
AMERIPRISE FINANCIAL INCCIK 0000820027 | 730,502 | $6.93M | +84,183 | ↑ INC |
LHM, INC.CIK 0002009224 | 717,508 | $6.80M | -525 | ↓ DEC |
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717 | 384,301 | $3.65M | +10,559 | ↑ INC |
Veradace Capital Management LLCCIK 0001772351 | 353,055 | $3.35M | – | no_change |
RBF Capital, LLCCIK 0001134621 | 303,534 | $2.88M | – | no_change |
BRIDGEWAY CAPITAL MANAGEMENT, LLCCIK 0001107261 | 278,746 | $2.64M | -41,913 | ↓ DEC |
RENAISSANCE TECHNOLOGIES LLCCIK 0001037389 | 203,240 | $1.93M | -8,400 | ↓ DEC |
STATE STREET CORPCIK 0000093751 | 172,462 | $1.63M | +15,679 | ↑ INC |
Gem Investment Advisors, LLCCIK 0001580018 | 158,171 | $1.50M | – | no_change |
NORTHERN TRUST CORPCIK 0000073124 | 144,142 | $1.37M | +5,988 | ↑ INC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 133,415 | $1.26M | -28,385 | ↓ DEC |
VANGUARD FIDUCIARY TRUST COCIK 0000933478 | 124,688 | $1.18M | +124,688 | NEW |
GOLDMAN SACHS GROUP INCCIK 0000886982 | 114,991 | $1.09M | -37,813 | ↓ DEC |
VANGUARD PORTFOLIO MANAGEMENT LLCCIK 0002100121 | 94,353 | $894.47K | +94,353 | NEW |
EP Wealth Advisors, LLCCIK 0001540569 | 63,877 | $605.55K | +8 | ↑ INC |
Verdad Advisers, LPCIK 0001812822 | 60,000 | $568.80K | -20,800 | ↓ DEC |
Physician Wealth Advisors, Inc.CIK 0001795173 | 52,376 | $496.52K | – | no_change |
CITADEL ADVISORS LLCCIK 0001423053 | 50,275 | $476.61K | +15,667 | ↑ INC |
CHARLES SCHWAB INVESTMENT MANAGEMENT INCCIK 0000884546 | 44,454 | $421.42K | -1,976 | ↓ DEC |
BARCLAYS PLCCIK 0000312069 | 40,353 | $382.55K | -21,594 | ↓ DEC |
EVERGREEN CAPITAL MANAGEMENT LLCCIK 0001260824 | 39,291 | $372.48K | – | no_change |
Bank of New York Mellon CorpCIK 0001390777 | 37,257 | $353.20K | +1,531 | ↑ INC |
| Filer | Δ Shares | Value |
|---|---|---|
VANGUARD CAPITAL MANAGEMENT LLCNEW | +752,095 | $7.13M |
VANGUARD FIDUCIARY TRUST CONEW | +124,688 | $1.18M |
VANGUARD PORTFOLIO MANAGEMENT LLCNEW | +94,353 | $894.47K |
AMERIPRISE FINANCIAL INC↑ INC | +84,183 | $6.93M |
DIMENSIONAL FUND ADVISORS LP↑ INC | +25,607 | $7.52M |
AQR CAPITAL MANAGEMENT LLCNEW | +22,040 | $208.94K |
BlackRock, Inc.↑ INC | +17,158 | $8.88M |
STATE STREET CORP↑ INC | +15,679 | $1.63M |
CITADEL ADVISORS LLC↑ INC | +15,667 | $476.61K |
PRICE T ROWE ASSOCIATES INC /MD/NEW | +12,016 | $114.00 |
| Filer | Δ Shares | Value |
|---|---|---|
BRIDGEWAY CAPITAL MANAGEMENT, LLC↓ DEC | -41,913 | $2.64M |
GOLDMAN SACHS GROUP INC↓ DEC | -37,813 | $1.09M |
M3F, Inc.↓ DEC | -35,000 | $20.84K |
RAYMOND JAMES FINANCIAL INC↓ DEC | -28,385 | $1.26M |
BARCLAYS PLC↓ DEC | -21,594 | $382.55K |
Verdad Advisers, LP↓ DEC | -20,800 | $568.80K |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP↓ DEC | -13,783 | $119.44K |
Black Maple Capital Management LP↓ DEC | -12,767 | $107.23K |
MILLENNIUM MANAGEMENT LLC↓ DEC | -12,468 | $196.58K |
WELLS FARGO & COMPANY/MN↓ DEC | -12,194 | $59.37K |