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 |
|---|---|---|---|---|
Bandera Partners LLCCIK 0001399386 | 2,857,936 | $6.60M | – | no_change |
JCP Investment Management, LLCCIK 0001461945 | 876,059 | $2.02M | – | no_change |
FIRST FOUNDATION ADVISORSCIK 0001086763 | 224,345 | $518.24K | -225,148 | ↓ DEC |
Brooklands Fund Management LtdCIK 0002036388 | 205,717 | $475.20K | – | no_change |
Value Investment Professionals, LLCCIK 0002110205 | 183,939 | $424.90K | – | no_change |
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119 | 131,410 | $303.56K | +131,410 | NEW |
MONEY CONCEPTS CAPITAL CORPCIK 0000716851 | 80,599 | $186.18K | – | no_change |
Values First Advisors, Inc.CIK 0001913608 | 57,792 | $133.50K | +15,233 | ↑ INC |
GEORGE KAISER FAMILY FOUNDATIONCIK 0001265376 | 41,143 | $95.04K | – | no_change |
VANGUARD FIDUCIARY TRUST COCIK 0000933478 | 27,907 | $64.47K | +27,907 | NEW |
DIMENSIONAL FUND ADVISORS LPCIK 0000354204 | 18,033 | $41.66K | -1,058 | ↓ DEC |
RENAISSANCE TECHNOLOGIES LLCCIK 0001037389 | 16,700 | $38.58K | -4,800 | ↓ DEC |
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717 | 14,596 | $33.73K | -14,776 | ↓ DEC |
JAMES INVESTMENT RESEARCH, INC.CIK 0000810384 | 12,573 | $29.04K | – | no_change |
STATE STREET CORPCIK 0000093751 | 12,057 | $27.85K | – | no_change |
Tower Research Capital LLC (TRC)CIK 0001533421 | 2,165 | $5.00K | +545 | ↑ INC |
OSAIC HOLDINGS, INC.CIK 0001677044 | 848 | $1.96K | +120 | ↑ INC |
MORGAN STANLEYCIK 0000895421 | 7 | $18.00 | – | no_change |
CALDWELL SUTTER CAPITAL, INC.CIK 0000702007 | 2 | $5.00 | – | no_change |
UBS Group AGCIK 0001610520 | 1 | $2.00 | -107 | ↓ DEC |
WELLS FARGO & COMPANY/MNCIK 0000072971 | 1 | $1.00 | – | no_change |
ROYAL BANK OF CANADACIK 0001000275 | 8 | $0.00 | +1 | ↑ INC |
| Filer | Δ Shares | Value |
|---|---|---|
VANGUARD CAPITAL MANAGEMENT LLCNEW | +131,410 | $303.56K |
VANGUARD FIDUCIARY TRUST CONEW | +27,907 | $64.47K |
Values First Advisors, Inc.↑ INC | +15,233 | $133.50K |
Tower Research Capital LLC (TRC)↑ INC | +545 | $5.00K |
OSAIC HOLDINGS, INC.↑ INC | +120 | $1.96K |
ROYAL BANK OF CANADA↑ INC | +1 | $0.00 |
| Filer | Δ Shares | Value |
|---|---|---|
FIRST FOUNDATION ADVISORS↓ DEC | -225,148 | $518.24K |
GEODE CAPITAL MANAGEMENT, LLC↓ DEC | -14,776 | $33.73K |
RENAISSANCE TECHNOLOGIES LLC↓ DEC | -4,800 | $38.58K |
DIMENSIONAL FUND ADVISORS LP↓ DEC | -1,058 | $41.66K |
UBS Group AG↓ DEC | -107 | $2.00 |