Stockfacts
Use CasesDocsPricing
Log inSign up free
OverviewFinancialsTrendsTranscriptsOptionsInstitutionsInsidersCorporate ActionsSEC Filings
Stockfacts

EOD US-equity data for investors and AI agents

Data is end-of-day, not real-time, and not investment advice

Use CasesDashboard

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

Institutions56.0%
Insiders14.3%
Institutions Count66
Institutions 56.0%Insiders 14.3%Float (Other) 29.7%
13F Filers (top 25)25Quarter 2026-03-31
Top-25 Reported Value$113.25MSum of shown holders' market value
Net Position Change10 adds · 10 trimsLargest movers this quarter

Top Holders by Value

25 shown
FilerSharesMarket ValueΔ SharesChange
EdgePoint Investment Group Inc.CIK 0001481669
2,118,575$36.39M–no_change
Blacksheep Fund Management LtdCIK 0001800249
1,091,985$18.74M–no_change
EverSource Wealth Advisors, LLCCIK 0001710537
186,260$11.18M+186,231↑ INC
Universal- Beteiligungs- und Servicegesellschaft mbHCIK 0002057170
533,873$9.16M+6,884↑ INC
BlackRock, Inc.CIK 0002012383
516,163$8.86M-7,016↓ DEC
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119
361,244$6.20M+361,244NEW
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717
198,550$3.41M+13,544↑ INC
STATE STREET CORPCIK 0000093751
184,484$3.17M+4,060↑ INC
Baader Bank AktiengesellschaftCIK 0001542629
163,270$2.80M+54↑ INC
RENAISSANCE TECHNOLOGIES LLCCIK 0001037389
135,851$2.33M-4,000↓ DEC
Russell Investments Group, Ltd.CIK 0001692234
112,390$1.93M+111,438↑ INC
CHARLES SCHWAB INVESTMENT MANAGEMENT INCCIK 0000884546
70,660$1.21M-2,029↓ DEC
NORTHERN TRUST CORPCIK 0000073124
64,227$1.10M+5,107↑ INC
Blackhawk Capital Partners, LLCCIK 0001582561
62,078$1.07M+11,385↑ INC
VANGUARD FIDUCIARY TRUST COCIK 0000933478
55,384$950.39K+55,384NEW
SUSQUEHANNA INTERNATIONAL GROUP, LLPCIK 0001446194
42,731$733.26K-36,074↓ DEC
VANGUARD PORTFOLIO MANAGEMENT LLCCIK 0002100121
39,208$672.81K+39,208NEW
K.J. Harrison & Partners IncCIK 0001418359
34,671$594.95K-500↓ DEC
GOLDMAN SACHS GROUP INCCIK 0000886982
28,405$487.43K+5,852↑ INC
Crawford Fund Management, LLCCIK 0001816427
26,000$446.16K-24,300↓ DEC
MORGAN STANLEYCIK 0000895421
23,605$405.06K-11,429↓ DEC
CITADEL ADVISORS LLCCIK 0001423053
23,090$396.23K-24,878↓ DEC
Connor, Clark & Lunn Investment Management Ltd.CIK 0001596800
20,000$343.54K-7,862↓ DEC
Bank of New York Mellon CorpCIK 0001390777
19,927$341.95K+400↑ INC
Quantinno Capital Management LPCIK 0001759654
19,867$340.92K+1,339↑ INC

Top Adds (Buyers)

FilerΔ SharesValue
VANGUARD CAPITAL MANAGEMENT LLCNEW
+361,244$6.20M
EverSource Wealth Advisors, LLC↑ INC
+186,231$11.18M
Russell Investments Group, Ltd.↑ INC
+111,438$1.93M
VANGUARD FIDUCIARY TRUST CONEW
+55,384$950.39K
VANGUARD PORTFOLIO MANAGEMENT LLCNEW
+39,208$672.81K
GEODE CAPITAL MANAGEMENT, LLC↑ INC
+13,544$3.41M
AQR CAPITAL MANAGEMENT LLCNEW
+13,460$230.97K
Blackhawk Capital Partners, LLC↑ INC
+11,385$1.07M
Universal- Beteiligungs- und Servicegesellschaft mbH↑ INC
+6,884$9.16M
GOLDMAN SACHS GROUP INC↑ INC
+5,852$487.43K

Top Trims (Sellers)

FilerΔ SharesValue
SUSQUEHANNA INTERNATIONAL GROUP, LLP↓ DEC
-36,074$733.26K
CITADEL ADVISORS LLC↓ DEC
-24,878$396.23K
Crawford Fund Management, LLC↓ DEC
-24,300$446.16K
MORGAN STANLEY↓ DEC
-11,429$405.06K
BARD ASSOCIATES INC↓ DEC
-10,615$9.44K
BARCLAYS PLC↓ DEC
-9,230$40.17K
Connor, Clark & Lunn Investment Management Ltd.↓ DEC
-7,862$343.54K
BlackRock, Inc.↓ DEC
-7,016$8.86M
RENAISSANCE TECHNOLOGIES LLC↓ DEC
-4,000$2.33M
JPMORGAN CHASE & CO↓ DEC
-3,181$50.71K