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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

Institutions67.4%
Insiders16.1%
Institutions Count110
Institutions 67.4%Insiders 16.1%Float (Other) 16.5%
13F Filers (top 25)25Quarter 2026-03-31
Top-25 Reported Value$117.88MSum of shown holders' market value
Net Position Change10 adds · 10 trimsLargest movers this quarter

Top Holders by Value

25 shown
FilerSharesMarket ValueΔ SharesChange
Windward Management LPCIK 0001880817
1,857,989$18.84M+142,191↑ INC
GARNET EQUITY CAPITAL HOLDINGS, INC.CIK 0001423876
1,513,959$15.35M–no_change
MORGAN STANLEYCIK 0000895421
1,181,097$11.98M+336,556↑ INC
BlackRock, Inc.CIK 0002012383
1,154,304$11.70M-27,931↓ DEC
GOLDMAN SACHS GROUP INCCIK 0000886982
664,327$6.74M+67,819↑ INC
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119
650,527$6.60M+650,527NEW
Shay Capital LLCCIK 0001723643
640,617$6.50M+505,586↑ INC
Caption Management, LLCCIK 0001706766
450,094$4.56M+222,528↑ INC
DIMENSIONAL FUND ADVISORS LPCIK 0000354204
437,882$4.44M+90,677↑ INC
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717
373,115$3.78M+1,032↑ INC
STATE STREET CORPCIK 0000093751
343,800$3.49M-2,469↓ DEC
VANGUARD PORTFOLIO MANAGEMENT LLCCIK 0002100121
302,007$3.06M+302,007NEW
JPMORGAN CHASE & COCIK 0000019617
266,732$2.70M+55,679↑ INC
JANE STREET GROUP, LLCCIK 0001595888
239,384$2.43M+108,835↑ INC
North Star Investment Management Corp.CIK 0001342857
207,144$2.10M+35,144↑ INC
SUSQUEHANNA INTERNATIONAL GROUP, LLPCIK 0001446194
178,104$1.81M-98,297↓ DEC
Pullen Investment Management, LLCCIK 0002011668
158,866$1.61M+15,529↑ INC
NORTHERN TRUST CORPCIK 0000073124
156,624$1.59M-797↓ DEC
CDC Financial, Inc.CIK 0002077836
153,982$1.56M+63,462↑ INC
GROUP ONE TRADING LLCCIK 0000932540
137,600$1.40M+85,900↑ INC
O'SHAUGHNESSY ASSET MANAGEMENT, LLCCIK 0001423442
135,777$1.38M-16,094↓ DEC
AQR CAPITAL MANAGEMENT LLCCIK 0001167557
127,553$1.29M+2,600↑ INC
Prentice Capital Management, LPCIK 0001326150
112,836$1.14M–no_change
VANGUARD FIDUCIARY TRUST COCIK 0000933478
91,763$930.48K+91,763NEW
BRIDGEWAY CAPITAL MANAGEMENT, LLCCIK 0001107261
88,700$899.42K-2,600↓ DEC

Top Adds (Buyers)

FilerΔ SharesValue
VANGUARD CAPITAL MANAGEMENT LLCNEW
+650,527$6.60M
Shay Capital LLC↑ INC
+505,586$6.50M
MORGAN STANLEY↑ INC
+336,556$11.98M
VANGUARD PORTFOLIO MANAGEMENT LLCNEW
+302,007$3.06M
LSV ASSET MANAGEMENT↑ INC
+232,440$3.99K
Caption Management, LLC↑ INC
+222,528$4.56M
Windward Management LP↑ INC
+142,191$18.84M
JANE STREET GROUP, LLC↑ INC
+108,835$2.43M
VANGUARD FIDUCIARY TRUST CONEW
+91,763$930.48K
DIMENSIONAL FUND ADVISORS LP↑ INC
+90,677$4.44M

Top Trims (Sellers)

FilerΔ SharesValue
GROUP ONE TRADING LLC↓ DEC
-328,500$15.21K
FRANKLIN RESOURCES INC↓ DEC
-266,902$171.14K
GROUP ONE TRADING LLC↓ DEC
-250,449$105.33K
BANK OF AMERICA CORP /DE/↓ DEC
-133,533$534.43K
FORMULA GROWTH LTD↓ DEC
-125,000$558.46K
SUSQUEHANNA INTERNATIONAL GROUP, LLP↓ DEC
-98,297$1.81M
RAYMOND JAMES FINANCIAL INC↓ DEC
-45,318$131.27K
CITADEL ADVISORS LLC↓ DEC
-29,300$591.16K
BlackRock, Inc.↓ DEC
-27,931$11.70M
BARCLAYS PLC↓ DEC
-22,084$24.61K