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

Institutions84.4%
Insiders1515.9%
Institutions Count137
Institutions 84.4%Insiders 1515.9%Float (Other) 0.0%
13F Filers (top 25)25Quarter 2026-03-31
Top-25 Reported Value$139.59MSum of shown holders' market value
Net Position Change10 adds · 10 trimsLargest movers this quarter

Top Holders by Value

25 shown
FilerSharesMarket ValueΔ SharesChange
MHR FUND MANAGEMENT LLCCIK 0001277742
2,863,232$32.93M–no_change
BANK OF MONTREAL /CAN/CIK 0000927971
1,803,950$20.75M+1,803,950NEW
BlackRock, Inc.CIK 0002012383
1,173,292$13.49M-9,066↓ DEC
NewEdge Wealth, LLCCIK 0001861796
619,742$7.13M-91,120↓ DEC
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119
568,234$6.53M+568,234NEW
SHAPIRO CAPITAL MANAGEMENT LLCCIK 0001177244
555,546$6.39M-75,383↓ DEC
ROYCE & ASSOCIATES LPCIK 0000906304
512,451$5.89M+71,806↑ INC
Ancora Advisors LLCCIK 0001446114
497,707$5.72M+110,118↑ INC
Russell Investments Group, Ltd.CIK 0001692234
410,540$4.72M+199,769↑ INC
Neuberger Berman Group LLCCIK 0001465109
372,964$4.29M-3,268↓ DEC
Bank of New York Mellon CorpCIK 0001390777
321,564$3.70M-11,739↓ DEC
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717
313,568$3.61M+14,775↑ INC
Jefferies Financial Group Inc.CIK 0000096223
278,133$3.20M–no_change
STATE STREET CORPCIK 0000093751
272,069$3.13M-5,818↓ DEC
J. Goldman & Co LPCIK 0001412741
221,792$2.55M-33,898↓ DEC
GOLDMAN SACHS GROUP INCCIK 0000886982
182,276$2.10M+51,049↑ INC
DIMENSIONAL FUND ADVISORS LPCIK 0000354204
164,084$1.89M-70↓ DEC
Coastal Bridge Advisors, LLCCIK 0001665976
140,528$1.62M+4,300↑ INC
Huber Capital Management LLCCIK 0001511697
139,933$1.61M-6,893↓ DEC
MILLENNIUM MANAGEMENT LLCCIK 0001273087
138,808$1.60M+82,642↑ INC
Diametric Capital, LPCIK 0001719087
138,667$1.59M+117,213↑ INC
JANE STREET GROUP, LLCCIK 0001595888
131,125$1.51M+81,259↑ INC
PEAK6 LLCCIK 0001389958
110,268$1.27M+94,390↑ INC
CITADEL ADVISORS LLCCIK 0001423053
107,170$1.23M+77,067↑ INC
MARSHALL WACE, LLPCIK 0001318757
100,320$1.15M-33,225↓ DEC

Top Adds (Buyers)

FilerΔ SharesValue
BANK OF MONTREAL /CAN/NEW
+1,803,950$20.75M
VANGUARD CAPITAL MANAGEMENT LLCNEW
+568,234$6.53M
Russell Investments Group, Ltd.↑ INC
+199,769$4.72M
Diametric Capital, LP↑ INC
+117,213$1.59M
Ancora Advisors LLC↑ INC
+110,118$5.72M
ACADIAN ASSET MANAGEMENT LLC↑ INC
+109,340$2.69K
PEAK6 LLC↑ INC
+94,390$1.27M
MILLENNIUM MANAGEMENT LLC↑ INC
+82,642$1.60M
JANE STREET GROUP, LLC↑ INC
+81,259$1.51M
VANGUARD FIDUCIARY TRUST CONEW
+80,976$931.22K

Top Trims (Sellers)

FilerΔ SharesValue
NewEdge Wealth, LLC↓ DEC
-91,120$7.13M
SHAPIRO CAPITAL MANAGEMENT LLC↓ DEC
-75,383$6.39M
Alpine Global Management, LLC↓ DEC
-62,603$990.15K
MORGAN STANLEY↓ DEC
-54,878$666.93K
ROYAL BANK OF CANADA↓ DEC
-54,663$75.00K
J. Goldman & Co LP↓ DEC
-33,898$2.55M
MARSHALL WACE, LLP↓ DEC
-33,225$1.15M
HRT FINANCIAL LP↓ DEC
-33,178$178.00
Nuveen, LLC↓ DEC
-25,666$899.40K
NORTHERN TRUST CORP↓ DEC
-22,148$1.04M