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 | 1,949,865 | $129.26M | +24,424 | ↑ INC |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLCCIK 0001021223 | 1,326,827 | $87.96M | -60,037 | ↓ DEC |
STOCK YARDS BANK & TRUST COCIK 0000741073 | 1,318,644 | $87.41M | -19,733 | ↓ DEC |
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119 | 1,166,744 | $77.34M | +1,166,744 | NEW |
Neuberger Berman Group LLCCIK 0001465109 | 1,035,507 | $68.64M | -35,340 | ↓ DEC |
STATE STREET CORPCIK 0000093751 | 963,723 | $64.17M | +62,076 | ↑ INC |
DIMENSIONAL FUND ADVISORS LPCIK 0000354204 | 879,209 | $58.28M | -14,171 | ↓ DEC |
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717 | 672,941 | $44.62M | +23,312 | ↑ INC |
VANGUARD PORTFOLIO MANAGEMENT LLCCIK 0002100121 | 464,020 | $30.76M | +464,020 | NEW |
GOLDMAN SACHS GROUP INCCIK 0000886982 | 327,598 | $21.72M | +190,451 | ↑ INC |
Curi Capital, LLCCIK 0001332905 | 321,367 | $21.37M | +29,542 | ↑ INC |
Champlain Investment Partners, LLCCIK 0001315478 | 322,312 | $21.37M | -86,444 | ↓ DEC |
MORGAN STANLEYCIK 0000895421 | 316,393 | $20.97M | -63,577 | ↓ DEC |
NORTHERN TRUST CORPCIK 0000073124 | 253,762 | $16.82M | +3,694 | ↑ INC |
CHARLES SCHWAB INVESTMENT MANAGEMENT INCCIK 0000884546 | 224,480 | $14.88M | -2,276 | ↓ DEC |
MANUFACTURERS LIFE INSURANCE COMPANY, THECIK 0000928047 | 207,486 | $13.75M | -2,562 | ↓ DEC |
MARSHALL WACE, LLPCIK 0001318757 | 193,524 | $12.83M | +15,522 | ↑ INC |
AMERIPRISE FINANCIAL INCCIK 0000820027 | 192,610 | $12.77M | -86 | ↓ DEC |
Aptus Capital Advisors, LLCCIK 0001664193 | 189,610 | $12.57M | +1,919 | ↑ INC |
VANGUARD FIDUCIARY TRUST COCIK 0000933478 | 186,356 | $12.35M | +186,356 | NEW |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 176,709 | $11.71M | -1,282 | ↓ DEC |
Meridian Wealth Management, LLCCIK 0001697300 | 150,004 | $9.94M | – | no_change |
OXFORD FINANCIAL GROUP, LTD. LLCCIK 0001245862 | 146,124 | $9.69M | – | no_change |
Clark Capital Management Group, Inc.CIK 0001352187 | 129,880 | $8.61M | +13,928 | ↑ INC |
JONES FINANCIAL COMPANIES LLLPCIK 0000815917 | 131,482 | $8.40M | +128,082 | ↑ INC |
| Filer | Δ Shares | Value |
|---|---|---|
VANGUARD CAPITAL MANAGEMENT LLCNEW | +1,166,744 | $77.34M |
VANGUARD PORTFOLIO MANAGEMENT LLCNEW | +464,020 | $30.76M |
GOLDMAN SACHS GROUP INC↑ INC | +190,451 | $21.72M |
VANGUARD FIDUCIARY TRUST CONEW | +186,356 | $12.35M |
JONES FINANCIAL COMPANIES LLLP↑ INC | +128,082 | $8.40M |
FJ Capital Management LLC↑ INC | +86,498 | $6.15M |
STATE STREET CORP↑ INC | +62,076 | $64.17M |
TWO SIGMA INVESTMENTS, LP↑ INC | +48,420 | $4.14M |
AMICA MUTUAL INSURANCE CO↑ INC | +42,395 | $3.79K |
SEI INVESTMENTS CO↑ INC | +35,592 | $3.65M |
| Filer | Δ Shares | Value |
|---|---|---|
Champlain Investment Partners, LLC↓ DEC | -86,444 | $21.37M |
MORGAN STANLEY↓ DEC | -63,577 | $20.97M |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC↓ DEC | -60,037 | $87.96M |
WELLS FARGO & COMPANY/MN↓ DEC | -57,757 | $6.99M |
JANE STREET GROUP, LLC↓ DEC | -50,064 | $2.94M |
VOLORIDGE INVESTMENT MANAGEMENT, LLC↓ DEC | -41,924 | $2.42M |
Neuberger Berman Group LLC↓ DEC | -35,340 | $68.64M |
NATIXIS ADVISORS, LLC↓ DEC | -34,323 | $8.21K |
BARCLAYS PLC↓ DEC | -29,929 | $1.14M |
Point72 Asset Management, L.P.↓ DEC | -27,754 | $1.99M |