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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

Institutions42.5%
Insiders34.7%
Institutions Count92
Institutions 42.5%Insiders 34.7%Float (Other) 22.8%
13F Filers (top 25)25Quarter 2026-03-31
Top-25 Reported Value$84.99MSum of shown holders' market value
Net Position Change10 adds · 10 trimsLargest movers this quarter

Top Holders by Value

25 shown
FilerSharesMarket ValueΔ SharesChange
Nellore Capital Management LLCCIK 0001846677
988,446$14.47M+73,412↑ INC
BlackRock, Inc.CIK 0002012383
732,871$10.73M-25,254↓ DEC
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119
577,375$8.45M+577,375NEW
DIMENSIONAL FUND ADVISORS LPCIK 0000354204
562,849$8.24M+54,417↑ INC
MARTIN & CO INC /TN/CIK 0001008868
448,650$6.57M+11,619↑ INC
AMERIPRISE FINANCIAL INCCIK 0000820027
295,475$4.33M+3,840↑ INC
FEDERATED HERMES, INC.CIK 0001056288
292,414$4.28M-34,462↓ DEC
KENNEDY CAPITAL MANAGEMENT LLCCIK 0000884589
283,839$4.16M+6,520↑ INC
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717
250,968$3.68M+5,382↑ INC
STATE STREET CORPCIK 0000093751
195,218$2.86M+29,717↑ INC
GOLDMAN SACHS GROUP INCCIK 0000886982
158,467$2.32M+15,827↑ INC
MORGAN STANLEYCIK 0000895421
107,047$1.57M-12,787↓ DEC
AQR CAPITAL MANAGEMENT LLCCIK 0001167557
101,262$1.48M+32,495↑ INC
VANGUARD PORTFOLIO MANAGEMENT LLCCIK 0002100121
95,797$1.40M+95,797NEW
CHARLES SCHWAB INVESTMENT MANAGEMENT INCCIK 0000884546
95,381$1.40M-11,744↓ DEC
SEGALL BRYANT & HAMILL, LLCCIK 0001006378
94,472$1.38M-52↓ DEC
NORTHERN TRUST CORPCIK 0000073124
90,765$1.33M-632↓ DEC
VANGUARD FIDUCIARY TRUST COCIK 0000933478
76,566$1.12M+76,566NEW
Kestra Advisory Services, LLCCIK 0001830819
60,448$884.96K-1,553↓ DEC
UBS Group AGCIK 0001610520
52,150$763.48K+19,078↑ INC
PARADIGM CAPITAL MANAGEMENT INC/NYCIK 0001037792
52,062$762.19K-286,938↓ DEC
LAZARD ASSET MANAGEMENT LLCCIK 0001207017
51,977$760.94K-2,782↓ DEC
Creative PlanningCIK 0001540235
49,789$728.91K+49,789NEW
TRUSTMARK BANK TRUST DEPARTMENTCIK 0000861176
46,800$685.15K–no_change
MARSHALL WACE, LLPCIK 0001318757
44,182$646.83K+2,094↑ INC

Top Adds (Buyers)

FilerΔ SharesValue
VANGUARD CAPITAL MANAGEMENT LLCNEW
+577,375$8.45M
VANGUARD PORTFOLIO MANAGEMENT LLCNEW
+95,797$1.40M
VANGUARD FIDUCIARY TRUST CONEW
+76,566$1.12M
Nellore Capital Management LLC↑ INC
+73,412$14.47M
DIMENSIONAL FUND ADVISORS LP↑ INC
+54,417$8.24M
Creative PlanningNEW
+49,789$728.91K
AQR CAPITAL MANAGEMENT LLC↑ INC
+32,495$1.48M
STATE STREET CORP↑ INC
+29,717$2.86M
EntryPoint Capital, LLCNEW
+23,527$344.44K
SEI INVESTMENTS CO↑ INC
+21,691$635.70K

Top Trims (Sellers)

FilerΔ SharesValue
PARADIGM CAPITAL MANAGEMENT INC/NY↓ DEC
-286,938$762.19K
CITADEL ADVISORS LLC↓ DEC
-121,462$216.58K
LOS ANGELES CAPITAL MANAGEMENT LLC↓ DEC
-49,724$1.46K
TWO SIGMA INVESTMENTS, LP↓ DEC
-35,477$289.37K
FEDERATED HERMES, INC.↓ DEC
-34,462$4.28M
JANE STREET GROUP, LLC↓ DEC
-33,344$543.47K
BlackRock, Inc.↓ DEC
-25,254$10.73M
BARCLAYS PLC↓ DEC
-13,789$26.07K
MORGAN STANLEY↓ DEC
-12,787$1.57M
CHARLES SCHWAB INVESTMENT MANAGEMENT INC↓ DEC
-11,744$1.40M