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

Institutions61.6%
Insiders2.4%
Institutions Count166
Institutions 61.6%Insiders 2.4%Float (Other) 35.9%
13F Filers (top 25)25Quarter 2026-03-31
Top-25 Reported Value$298.38MSum 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
4,602,338$76.44M+63,937↑ INC
Callodine Capital Management, LPCIK 0001741675
1,272,139$21.13M+238,176↑ INC
ALPINE ASSOCIATES MANAGEMENT INC.CIK 0001396835
1,139,955$18.93M-15,000↓ DEC
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119
1,079,387$17.93M+1,079,387NEW
STATE STREET CORPCIK 0000093751
1,064,538$17.68M+97,647↑ INC
DIMENSIONAL FUND ADVISORS LPCIK 0000354204
1,012,563$16.82M-4↓ DEC
Invenomic Capital Management LPCIK 0001769456
859,637$14.28M+124,688↑ INC
BALYASNY ASSET MANAGEMENT L.P.CIK 0001218710
805,718$13.38M+1,063↑ INC
RICE HALL JAMES & ASSOCIATES, LLCCIK 0001230765
733,662$12.19M+50,200↑ INC
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717
727,818$12.09M+136,939↑ INC
MORGAN STANLEYCIK 0000895421
717,678$11.92M+949↑ INC
VANGUARD PORTFOLIO MANAGEMENT LLCCIK 0002100121
536,790$8.92M+536,790NEW
CHARLES SCHWAB INVESTMENT MANAGEMENT INCCIK 0000884546
447,403$7.43M-16,246↓ DEC
Bank of New York Mellon CorpCIK 0001390777
427,114$7.09M+26,144↑ INC
Quinn Opportunity Partners LLCCIK 0001633275
413,353$6.87M+1,325↑ INC
BANK OF AMERICA CORP /DE/CIK 0000070858
303,539$5.04M+19,515↑ INC
NORTHERN TRUST CORPCIK 0000073124
258,266$4.29M+14,574↑ INC
GOLDMAN SACHS GROUP INCCIK 0000886982
254,881$4.23M+23,813↑ INC
JPMORGAN CHASE & COCIK 0000019617
242,917$3.97M+133,129↑ INC
SUSQUEHANNA INTERNATIONAL GROUP, LLPCIK 0001446194
227,345$3.78M-65,750↓ DEC
AQR CAPITAL MANAGEMENT LLCCIK 0001167557
197,676$3.28M+2,392↑ INC
Invesco Ltd.CIK 0000914208
194,394$3.23M-5,244↓ DEC
VANGUARD FIDUCIARY TRUST COCIK 0000933478
164,374$2.73M+164,374NEW
PRINCIPAL FINANCIAL GROUP INCCIK 0001126328
157,490$2.62M+19,890↑ INC
Union Square Park Capital Management, LLCCIK 0001666231
110,000$2.10M–no_change

Top Adds (Buyers)

FilerΔ SharesValue
VANGUARD CAPITAL MANAGEMENT LLCNEW
+1,079,387$17.93M
VANGUARD PORTFOLIO MANAGEMENT LLCNEW
+536,790$8.92M
Callodine Capital Management, LP↑ INC
+238,176$21.13M
VANGUARD FIDUCIARY TRUST CONEW
+164,374$2.73M
GEODE CAPITAL MANAGEMENT, LLC↑ INC
+136,939$12.09M
JPMORGAN CHASE & CO↑ INC
+133,129$3.97M
Invenomic Capital Management LP↑ INC
+124,688$14.28M
MANNING & NAPIER ADVISORS LLCNEW
+100,000$1.66M
STATE STREET CORP↑ INC
+97,647$17.68M
Atom Investors LP↑ INC
+78,687$1.51M

Top Trims (Sellers)

FilerΔ SharesValue
ROYCE & ASSOCIATES LP↓ DEC
-812,564$316.62K
RENAISSANCE TECHNOLOGIES LLC↓ DEC
-121,000$1.35M
SUSQUEHANNA INTERNATIONAL GROUP, LLP↓ DEC
-65,750$3.78M
BARCLAYS PLC↓ DEC
-37,843$665.58K
SEI INVESTMENTS CO↓ DEC
-35,217$190.56K
Villanova Investment Management Co LLC↓ DEC
-30,333$1.34M
GROUP ONE TRADING LLC↓ DEC
-30,300$1.15M
CITADEL ADVISORS LLC↓ DEC
-28,533$1.42M
WELLS FARGO & COMPANY/MN↓ DEC
-18,623$189.19K
CHARLES SCHWAB INVESTMENT MANAGEMENT INC↓ DEC
-16,246$7.43M