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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

Institutions68.0%
Insiders3.0%
Institutions Count198
Institutions 68.0%Insiders 3.0%Float (Other) 29.0%
13F Filers (top 25)25Quarter 2026-03-31
Top-25 Reported Value$669.64MSum of shown holders' market value
Net Position Change10 adds · 10 trimsLargest movers this quarter

Top Holders by Value

25 shown
FilerSharesMarket ValueΔ SharesChange
BlackRock, Inc.CIK 0002012383
2,002,333$157.86M-12,588↓ DEC
STATE STREET CORPCIK 0000093751
1,186,354$93.53M-3,052↓ DEC
TOMPKINS FINANCIAL CORPCIK 0001005817
1,119,343$88.25M-16,716↓ DEC
VANGUARD PORTFOLIO MANAGEMENT LLCCIK 0002100121
753,999$59.45M+753,999NEW
DIMENSIONAL FUND ADVISORS LPCIK 0000354204
587,466$46.31M-7,708↓ DEC
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119
565,937$44.62M+565,937NEW
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717
348,313$27.46M+31,706↑ INC
AMERICAN CENTURY COMPANIES INCCIK 0000748054
307,342$24.23M+71,110↑ INC
MORGAN STANLEYCIK 0000895421
167,191$13.18M+2,402↑ INC
Rhino Investment Partners, IncCIK 0001828776
166,941$13.16M+78,391↑ INC
NORTHERN TRUST CORPCIK 0000073124
137,163$10.81M+4,480↑ INC
CHARLES SCHWAB INVESTMENT MANAGEMENT INCCIK 0000884546
126,151$9.95M+3,799↑ INC
Cornell Pochily Investment Advisors, Inc.CIK 0001736260
121,828$9.60M-1,133↓ DEC
Bank of New York Mellon CorpCIK 0001390777
119,183$9.40M-2,939↓ DEC
Hillsdale Investment Management Inc.CIK 0001368465
93,100$7.34M+93,000↑ INC
GOLDMAN SACHS GROUP INCCIK 0000886982
92,410$7.29M-10,481↓ DEC
ProShare Advisors LLCCIK 0001357955
84,641$6.67M-568↓ DEC
VANGUARD FIDUCIARY TRUST COCIK 0000933478
81,147$6.40M+81,147NEW
Invesco Ltd.CIK 0000914208
76,371$6.02M-6,123↓ DEC
AQR CAPITAL MANAGEMENT LLCCIK 0001167557
75,575$5.96M+6,647↑ INC
JOHN G ULLMAN & ASSOCIATES INCCIK 0000919530
68,792$5.42M-14,551↓ DEC
PRINCIPAL FINANCIAL GROUP INCCIK 0001126328
61,392$4.84M+831↑ INC
BANK OF AMERICA CORP /DE/CIK 0000070858
57,050$4.50M+9,684↑ INC
UBS Group AGCIK 0001610520
48,442$3.82M+5,225↑ INC
PUBLIC SECTOR PENSION INVESTMENT BOARDCIK 0001396318
45,194$3.56M+1,184↑ INC

Top Adds (Buyers)

FilerΔ SharesValue
VANGUARD PORTFOLIO MANAGEMENT LLCNEW
+753,999$59.45M
VANGUARD CAPITAL MANAGEMENT LLCNEW
+565,937$44.62M
Hillsdale Investment Management Inc.↑ INC
+93,000$7.34M
VANGUARD FIDUCIARY TRUST CONEW
+81,147$6.40M
Rhino Investment Partners, Inc↑ INC
+78,391$13.16M
AMERICAN CENTURY COMPANIES INC↑ INC
+71,110$24.23M
GEODE CAPITAL MANAGEMENT, LLC↑ INC
+31,706$27.46M
WEDGE CAPITAL MANAGEMENT L L P/NCNEW
+28,334$2.23M
LAZARD ASSET MANAGEMENT LLCNEW
+20,434$1.61M
TWO SIGMA INVESTMENTS, LP↑ INC
+15,116$1.94M

Top Trims (Sellers)

FilerΔ SharesValue
FIRST TRUST ADVISORS LP↓ DEC
-22,932$489.60K
CITADEL ADVISORS LLC↓ DEC
-22,324$923.45K
JANE STREET GROUP, LLC↓ DEC
-20,136$714.37K
BARCLAYS PLC↓ DEC
-18,164$439.77K
UNITED CAPITAL FINANCIAL ADVISORS, LLC↓ DEC
-17,663$285.40K
TOMPKINS FINANCIAL CORP↓ DEC
-16,716$88.25M
AMERIPRISE FINANCIAL INC↓ DEC
-16,141$2.04M
JOHN G ULLMAN & ASSOCIATES INC↓ DEC
-14,551$5.42M
EJF Capital LP↓ DEC
-14,290$844.38K
BlackRock, Inc.↓ DEC
-12,588$157.86M