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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

Institutions70.9%
Insiders60.9%
Institutions Count271
Institutions 70.9%Insiders 60.9%Float (Other) 0.0%
13F Filers (top 25)25Quarter 2026-03-31
Top-25 Reported Value$1.46BSum 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
19,559,728$308.26M-64,705↓ DEC
DIMENSIONAL FUND ADVISORS LPCIK 0000354204
9,468,553$149.23M+501,552↑ INC
STATE STREET CORPCIK 0000093751
8,006,949$126.19M+1,675,628↑ INC
Sourcerock Group LLCCIK 0001822531
7,949,403$125.28M-2,623,930↓ DEC
AMERICAN CENTURY COMPANIES INCCIK 0000748054
5,869,787$92.51M+279,968↑ INC
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119
5,343,393$84.21M+5,343,393NEW
CANADA PENSION PLAN INVESTMENT BOARDCIK 0001283718
4,018,800$63.34M-6,200↓ DEC
VANGUARD PORTFOLIO MANAGEMENT LLCCIK 0002100121
3,323,713$52.38M+3,323,713NEW
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717
3,092,046$48.74M+36,078↑ INC
Webs Creek Capital Management LPCIK 0001825309
3,032,692$47.80M-271,183↓ DEC
BNP Paribas Asset Management Holding S.A.CIK 0001520354
2,687,870$42.36M+216,068↑ INC
CHARLES SCHWAB INVESTMENT MANAGEMENT INCCIK 0000884546
2,451,338$38.63M+3,205↑ INC
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLCCIK 0000861177
2,430,416$38.30M-385,758↓ DEC
MORGAN STANLEYCIK 0000895421
1,957,929$30.86M+268,609↑ INC
Nuveen, LLCCIK 0001871926
1,793,932$28.27M+370,794↑ INC
AMERIPRISE FINANCIAL INCCIK 0000820027
1,456,200$22.95M-368,146↓ DEC
MACKAY SHIELDS LLCCIK 0000061227
1,329,097$20.95M-1,679,338↓ DEC
BRIDGEWAY CAPITAL MANAGEMENT, LLCCIK 0001107261
1,308,704$20.63M+31,046↑ INC
NORTHERN TRUST CORPCIK 0000073124
1,270,789$20.03M+28,481↑ INC
Invesco Ltd.CIK 0000914208
1,158,275$18.25M+117,223↑ INC
CITADEL ADVISORS LLCCIK 0001423053
1,107,078$17.45M+937,227↑ INC
MILLENNIUM MANAGEMENT LLCCIK 0001273087
1,084,117$17.09M+742,854↑ INC
GOLDMAN SACHS GROUP INCCIK 0000886982
1,053,287$16.60M-453,155↓ DEC
FEDERATED HERMES, INC.CIK 0001056288
1,003,671$15.82M+360,440↑ INC
PRINCIPAL FINANCIAL GROUP INCCIK 0001126328
838,782$13.22M-129,983↓ DEC

Top Adds (Buyers)

FilerΔ SharesValue
VANGUARD CAPITAL MANAGEMENT LLCNEW
+5,343,393$84.21M
VANGUARD PORTFOLIO MANAGEMENT LLCNEW
+3,323,713$52.38M
STATE STREET CORP↑ INC
+1,675,628$126.19M
CITADEL ADVISORS LLC↑ INC
+937,227$17.45M
VANGUARD FIDUCIARY TRUST CONEW
+810,098$12.77M
MILLENNIUM MANAGEMENT LLC↑ INC
+742,854$17.09M
JANE STREET GROUP, LLC↑ INC
+548,664$11.91M
Connor, Clark & Lunn Investment Management Ltd.↑ INC
+537,529$8.87M
First Eagle Investment Management, LLCNEW
+503,900$7.94M
DIMENSIONAL FUND ADVISORS LP↑ INC
+501,552$149.23M

Top Trims (Sellers)

FilerΔ SharesValue
Sourcerock Group LLC↓ DEC
-2,623,930$125.28M
MACKAY SHIELDS LLC↓ DEC
-1,679,338$20.95M
AMERICAN FINANCIAL GROUP INC↓ DEC
-1,000,000$7.69M
MANGROVE PARTNERS IM, LLC↓ DEC
-712,665$165.54K
THOMPSON SIEGEL & WALMSLEY LLC↓ DEC
-667,204$3.99K
UBS Group AG↓ DEC
-594,752$5.35M
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC↓ DEC
-560,970$11.92M
Graham Capital Management, L.P.↓ DEC
-558,490$468.23K
GOLDMAN SACHS GROUP INC↓ DEC
-453,155$16.60M
Trexquant Investment LP↓ DEC
-451,750$1.65M