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 | 942,147 | $35.64M | +7,930 | ↑ INC |
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119 | 595,291 | $22.52M | +595,291 | NEW |
DIMENSIONAL FUND ADVISORS LPCIK 0000354204 | 472,808 | $17.89M | +27,664 | ↑ INC |
KENNEDY CAPITAL MANAGEMENT LLCCIK 0000884589 | 466,457 | $17.65M | +7,840 | ↑ INC |
AMERICAN CENTURY COMPANIES INCCIK 0000748054 | 358,091 | $13.55M | +53,621 | ↑ INC |
STATE STREET CORPCIK 0000093751 | 355,088 | $13.43M | +12,599 | ↑ INC |
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717 | 305,746 | $11.57M | +4,883 | ↑ INC |
ALLIANCEBERNSTEIN L.P.CIK 0001109448 | 254,483 | $9.67M | +20,491 | ↑ INC |
Ategra Capital Management, LLCCIK 0001741369 | 204,923 | $7.75M | +22,741 | ↑ INC |
Meridian Wealth Advisors, LLCCIK 0001768095 | 190,792 | $7.22M | +171,910 | ↑ INC |
SEI INVESTMENTS COCIK 0000350894 | 178,570 | $6.76M | +113,043 | ↑ INC |
WELLINGTON MANAGEMENT GROUP LLPCIK 0000902219 | 176,583 | $6.68M | -16,743 | ↓ DEC |
BANC FUNDS CO LLCCIK 0001029311 | 169,064 | $6.40M | +11,558 | ↑ INC |
STRATEGIC VALUE BANK PARTNERS LLCCIK 0001904067 | 158,469 | $5.99M | +158,469 | NEW |
WASATCH ADVISORS LPCIK 0000814133 | 158,155 | $5.98M | – | no_change |
Hillsdale Investment Management Inc.CIK 0001368465 | 148,600 | $5.62M | -13,500 | ↓ DEC |
Blue Trust, Inc.CIK 0001856022 | 147,082 | $5.56M | – | no_change |
MORGAN STANLEYCIK 0000895421 | 137,483 | $5.20M | +43,037 | ↑ INC |
1492 Capital Management LLCCIK 0001584087 | 132,762 | $5.02M | +51,636 | ↑ INC |
GOLDMAN SACHS GROUP INCCIK 0000886982 | 129,575 | $4.90M | +29,754 | ↑ INC |
Connor, Clark & Lunn Investment Management Ltd.CIK 0001596800 | 121,095 | $4.58M | +3,711 | ↑ INC |
FRANKLIN RESOURCES INCCIK 0000038777 | 110,519 | $4.18M | +483 | ↑ INC |
NORTHERN TRUST CORPCIK 0000073124 | 109,946 | $4.16M | +5,042 | ↑ INC |
BRIDGEWAY CAPITAL MANAGEMENT, LLCCIK 0001107261 | 99,877 | $3.78M | -16,417 | ↓ DEC |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 92,954 | $3.52M | +17,354 | ↑ INC |
| Filer | Δ Shares | Value |
|---|---|---|
VANGUARD CAPITAL MANAGEMENT LLCNEW | +595,291 | $22.52M |
Meridian Wealth Advisors, LLC↑ INC | +171,910 | $7.22M |
STRATEGIC VALUE BANK PARTNERS LLCNEW | +158,469 | $5.99M |
SEI INVESTMENTS CO↑ INC | +113,043 | $6.76M |
VANGUARD PORTFOLIO MANAGEMENT LLCNEW | +81,264 | $3.07M |
VANGUARD FIDUCIARY TRUST CONEW | +79,516 | $3.01M |
Valeo Financial Advisors, LLCNEW | +64,829 | $2.45M |
AMERICAN CENTURY COMPANIES INC↑ INC | +53,621 | $13.55M |
1492 Capital Management LLC↑ INC | +51,636 | $5.02M |
MORGAN STANLEY↑ INC | +43,037 | $5.20M |
| Filer | Δ Shares | Value |
|---|---|---|
Invesco Ltd.↓ DEC | -71,100 | $742.94K |
JPMORGAN CHASE & CO↓ DEC | -53,664 | $774.86K |
BARCLAYS PLC↓ DEC | -16,915 | $343.72K |
WELLINGTON MANAGEMENT GROUP LLP↓ DEC | -16,743 | $6.68M |
BRIDGEWAY CAPITAL MANAGEMENT, LLC↓ DEC | -16,417 | $3.78M |
Hillsdale Investment Management Inc.↓ DEC | -13,500 | $5.62M |
CITADEL ADVISORS LLC↓ DEC | -10,604 | $555.19K |
MILLENNIUM MANAGEMENT LLC↓ DEC | -10,464 | $2.43M |
WELLS FARGO & COMPANY/MN↓ DEC | -9,569 | $184.08K |
TWO SIGMA INVESTMENTS, LP↓ DEC | -9,534 | $1.39M |