Stockfacts
Use CasesDocsPricing
Log inSign up free
OverviewFinancialsTrendsTranscriptsOptionsInstitutionsInsidersCorporate ActionsSEC Filings
Stockfacts

EOD US-equity data for investors and AI agents

Data is end-of-day, not real-time, and not investment advice

Use CasesDashboard

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

Institutions11.9%
Insiders14.7%
Institutions Count38
Institutions 11.9%Insiders 14.7%Float (Other) 73.3%
13F Filers (top 25)25Quarter 2026-03-31
Top-25 Reported Value$279.35MSum of shown holders' market value
Net Position Change10 adds · 10 trimsLargest movers this quarter

Top Holders by Value

25 shown
FilerSharesMarket ValueΔ SharesChange
AMERICAN CENTURY COMPANIES INCCIK 0000748054
5,216,035$112.35M+195,187↑ INC
GILDER GAGNON HOWE & CO LLCCIK 0000902464
2,945,802$63.45M-348,073↓ DEC
FEDERATED HERMES, INC.CIK 0001056288
1,134,997$24.45M+65,846↑ INC
BRIDGEWAY CAPITAL MANAGEMENT, LLCCIK 0001107261
941,922$20.29M+14,509↑ INC
FRANKLIN RESOURCES INCCIK 0000038777
481,283$10.37M+324,582↑ INC
FIRST TRUST ADVISORS LPCIK 0001125816
460,590$9.92M+120,189↑ INC
AQR CAPITAL MANAGEMENT LLCCIK 0001167557
411,271$8.86M+36,495↑ INC
CITADEL ADVISORS LLCCIK 0001423053
230,511$4.97M+159,766↑ INC
Harvest Investment Services, LLCCIK 0001591097
205,307$4.42M+66,756↑ INC
INTECH INVESTMENT MANAGEMENT LLCCIK 0001086318
149,622$3.22M+89,341↑ INC
JACOBS LEVY EQUITY MANAGEMENT, INCCIK 0000884414
132,731$2.86M+7,578↑ INC
O'SHAUGHNESSY ASSET MANAGEMENT, LLCCIK 0001423442
125,612$2.71M+125,612NEW
BOOTHBAY FUND MANAGEMENT, LLCCIK 0001549230
115,797$2.49M-566↓ DEC
DEUTSCHE BANK AG\CIK 0000948046
96,029$2.07M+4,218↑ INC
Boston PartnersCIK 0001386060
64,540$1.39M+2,705↑ INC
Engineers Gate Manager LPCIK 0001620220
50,193$1.08M+25,209↑ INC
MANUFACTURERS LIFE INSURANCE COMPANY, THECIK 0000928047
41,812$900.63K-1,903↓ DEC
Mariner, LLCCIK 0001373442
29,058$625.86K-4,950↓ DEC
CANADA PENSION PLAN INVESTMENT BOARDCIK 0001283718
28,900$622.51K-3,400↓ DEC
Pathstone Holdings, LLCCIK 0002011612
25,530$549.92K-1,367↓ DEC
Edgestream Partners, L.P.CIK 0001535061
23,940$515.67K-101,419↓ DEC
MIRABELLA FINANCIAL SERVICES LLPCIK 0001538853
15,618$336.41K+15,618NEW
Metis Global Partners, LLCCIK 0001594916
15,031$323.77K+15,031NEW
CWM, LLCCIK 0001535847
15,012$323.36K+1,418↑ INC
CIBC Asset Management IncCIK 0001021926
11,558$248.96K–no_change

Top Adds (Buyers)

FilerΔ SharesValue
PRICE T ROWE ASSOCIATES INC /MD/↑ INC
+534,861$16.14K
FRANKLIN RESOURCES INC↑ INC
+324,582$10.37M
AMERICAN CENTURY COMPANIES INC↑ INC
+195,187$112.35M
CITADEL ADVISORS LLC↑ INC
+159,766$4.97M
O'SHAUGHNESSY ASSET MANAGEMENT, LLCNEW
+125,612$2.71M
FIRST TRUST ADVISORS LP↑ INC
+120,189$9.92M
INTECH INVESTMENT MANAGEMENT LLC↑ INC
+89,341$3.22M
BESSEMER GROUP INC↑ INC
+84,589$5.43K
Harvest Investment Services, LLC↑ INC
+66,756$4.42M
FEDERATED HERMES, INC.↑ INC
+65,846$24.45M

Top Trims (Sellers)

FilerΔ SharesValue
GILDER GAGNON HOWE & CO LLC↓ DEC
-348,073$63.45M
Edgestream Partners, L.P.↓ DEC
-101,419$515.67K
Mariner, LLC↓ DEC
-4,950$625.86K
CANADA PENSION PLAN INVESTMENT BOARD↓ DEC
-3,400$622.51K
MANUFACTURERS LIFE INSURANCE COMPANY, THE↓ DEC
-1,903$900.63K
Pathstone Holdings, LLC↓ DEC
-1,367$549.92K
Aquatic Capital Management LLC↓ DEC
-791$76.32K
BOOTHBAY FUND MANAGEMENT, LLC↓ DEC
-566$2.49M
GROUP ONE TRADING LLC↓ DEC
-300$2.15K
Rachor Investment Advisory Services, LLC↓ DEC
-96$4.07K