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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

Institutions83.0%
Insiders10.2%
Institutions Count101
Institutions 83.0%Insiders 10.2%Float (Other) 6.8%
13F Filers (top 25)25Quarter 2026-03-31
Top-25 Reported Value$91.11MSum of shown holders' market value
Net Position Change10 adds · 10 trimsLargest movers this quarter

Top Holders by Value

25 shown
FilerSharesMarket ValueΔ SharesChange
Boston PartnersCIK 0001386060
3,267,392$12.78M+1,046,542↑ INC
PZENA INVESTMENT MANAGEMENT LLCCIK 0001027796
2,871,630$11.23M+7,021↑ INC
BlackRock, Inc.CIK 0002012383
2,157,845$8.44M-28,892↓ DEC
ROYCE & ASSOCIATES LPCIK 0000906304
2,112,810$8.26M+475,451↑ INC
CHARLES SCHWAB INVESTMENT MANAGEMENT INCCIK 0000884546
1,719,933$6.72M-292,284↓ DEC
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLCCIK 0001164833
1,430,215$5.59M+30,650↑ INC
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119
1,242,872$4.86M+1,242,872NEW
Azarias Capital Management, L.P.CIK 0001625279
1,001,950$3.92M+13,070↑ INC
DIMENSIONAL FUND ADVISORS LPCIK 0000354204
979,203$3.83M-176,758↓ DEC
Russell Investments Group, Ltd.CIK 0001692234
838,274$3.28M+182,041↑ INC
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717
722,031$2.82M+27,404↑ INC
STATE STREET CORPCIK 0000093751
674,382$2.64M-771↓ DEC
Peapod Lane Capital LLCCIK 0002050979
640,010$2.45M+354,036↑ INC
AMERICAN CENTURY COMPANIES INCCIK 0000748054
493,235$1.93M-59,748↓ DEC
BANK OF AMERICA CORP /DE/CIK 0000070858
459,530$1.80M+138,229↑ INC
PRUDENTIAL FINANCIAL INCCIK 0001137774
459,347$1.80M+32,738↑ INC
Invenomic Capital Management LPCIK 0001769456
409,436$1.60M-32,789↓ DEC
RBF Capital, LLCCIK 0001134621
309,352$1.21M-38,000↓ DEC
Prosight Management, LPCIK 0001617201
249,107$974.01K-193,447↓ DEC
JPMORGAN CHASE & COCIK 0000019617
252,580$952.23K-74,705↓ DEC
NORTHERN TRUST CORPCIK 0000073124
243,467$951.96K+13,306↑ INC
RENAISSANCE TECHNOLOGIES LLCCIK 0001037389
220,934$863.85K+124,334↑ INC
VANGUARD PORTFOLIO MANAGEMENT LLCCIK 0002100121
200,259$783.01K+200,259NEW
VANGUARD FIDUCIARY TRUST COCIK 0000933478
187,974$734.98K+187,974NEW
GOLDMAN SACHS GROUP INCCIK 0000886982
180,670$706.42K+25,480↑ INC

Top Adds (Buyers)

FilerΔ SharesValue
VANGUARD CAPITAL MANAGEMENT LLCNEW
+1,242,872$4.86M
Boston Partners↑ INC
+1,046,542$12.78M
ROYCE & ASSOCIATES LP↑ INC
+475,451$8.26M
Peapod Lane Capital LLC↑ INC
+354,036$2.45M
VANGUARD PORTFOLIO MANAGEMENT LLCNEW
+200,259$783.01K
VANGUARD FIDUCIARY TRUST CONEW
+187,974$734.98K
Russell Investments Group, Ltd.↑ INC
+182,041$3.28M
BANK OF AMERICA CORP /DE/↑ INC
+138,229$1.80M
RENAISSANCE TECHNOLOGIES LLC↑ INC
+124,334$863.85K
AQR CAPITAL MANAGEMENT LLC↑ INC
+49,193$321.49K

Top Trims (Sellers)

FilerΔ SharesValue
Invesco Ltd.↓ DEC
-1,774,759$193.93K
CHARLES SCHWAB INVESTMENT MANAGEMENT INC↓ DEC
-292,284$6.72M
Prosight Management, LP↓ DEC
-193,447$974.01K
DIMENSIONAL FUND ADVISORS LP↓ DEC
-176,758$3.83M
MORGAN STANLEY↓ DEC
-137,897$391.94K
TWO SIGMA INVESTMENTS, LP↓ DEC
-96,439$526.54K
JPMORGAN CHASE & CO↓ DEC
-74,705$952.23K
AMERICAN CENTURY COMPANIES INC↓ DEC
-59,748$1.93M
CITIGROUP INC↓ DEC
-40,717$6.76K
BARCLAYS PLC↓ DEC
-39,513$173.48K