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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

Institutions38.9%
Insiders3.9%
Institutions Count108
Institutions 38.9%Insiders 3.9%Float (Other) 57.2%
13F Filers (top 25)25Quarter 2026-03-31
Top-25 Reported Value$46.94MSum of shown holders' market value
Net Position Change10 adds · 10 trimsLargest movers this quarter

Top Holders by Value

25 shown
FilerSharesMarket ValueΔ SharesChange
ASHFORD CAPITAL MANAGEMENT INCCIK 0000897070
1,014,028$7.71M+334,447↑ INC
RICE HALL JAMES & ASSOCIATES, LLCCIK 0001230765
743,015$5.65M-50,843↓ DEC
BlackRock, Inc.CIK 0002012383
696,533$5.29M+4,404↑ INC
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119
593,406$4.51M+593,406NEW
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717
348,331$2.65M+83,033↑ INC
MORGAN STANLEYCIK 0000895421
342,530$2.60M+259,157↑ INC
BANK OF MONTREAL /CAN/CIK 0000927971
279,867$2.13M+406↑ INC
RENAISSANCE TECHNOLOGIES LLCCIK 0001037389
243,963$1.85M+55,700↑ INC
STATE STREET CORPCIK 0000093751
209,584$1.60M+6,650↑ INC
CITADEL ADVISORS LLCCIK 0001423053
173,239$1.32M+52,120↑ INC
TWO SIGMA INVESTMENTS, LPCIK 0001179392
168,501$1.28M+112,025↑ INC
STIFEL FINANCIAL CORPCIK 0000720672
156,275$1.19M+27,000↑ INC
Squarepoint Ops LLCCIK 0001642575
146,034$1.11M+46,204↑ INC
EverSource Wealth Advisors, LLCCIK 0001710537
53,284$1.03M+53,279↑ INC
Bank of New York Mellon CorpCIK 0001390777
132,557$1.01M-268↓ DEC
Qube Research & Technologies LtdCIK 0001729829
124,126$943.36K+70,477↑ INC
GOLDMAN SACHS GROUP INCCIK 0000886982
111,288$845.79K+59,238↑ INC
NORTHERN TRUST CORPCIK 0000073124
95,382$724.90K+9,359↑ INC
MARSHALL WACE, LLPCIK 0001318757
86,092$654.30K+8,475↑ INC
VANGUARD FIDUCIARY TRUST COCIK 0000933478
85,105$646.80K+85,105NEW
PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C.CIK 0001166152
84,992$645.94K–no_change
VANGUARD PORTFOLIO MANAGEMENT LLCCIK 0002100121
72,340$549.78K+72,340NEW
Lunt Capital Management, Inc.CIK 0001608034
58,292$443.02K–no_change
JANE STREET GROUP, LLCCIK 0001595888
38,412$291.93K+6,722↑ INC
Point72 Asset Management, L.P.CIK 0001603466
36,920$280.59K+19,201↑ INC

Top Adds (Buyers)

FilerΔ SharesValue
VANGUARD CAPITAL MANAGEMENT LLCNEW
+593,406$4.51M
ASHFORD CAPITAL MANAGEMENT INC↑ INC
+334,447$7.71M
MORGAN STANLEY↑ INC
+259,157$2.60M
TWO SIGMA INVESTMENTS, LP↑ INC
+112,025$1.28M
VANGUARD FIDUCIARY TRUST CONEW
+85,105$646.80K
GEODE CAPITAL MANAGEMENT, LLC↑ INC
+83,033$2.65M
VANGUARD PORTFOLIO MANAGEMENT LLCNEW
+72,340$549.78K
Qube Research & Technologies Ltd↑ INC
+70,477$943.36K
GOLDMAN SACHS GROUP INC↑ INC
+59,238$845.79K
RENAISSANCE TECHNOLOGIES LLC↑ INC
+55,700$1.85M

Top Trims (Sellers)

FilerΔ SharesValue
RICE HALL JAMES & ASSOCIATES, LLC↓ DEC
-50,843$5.65M
BARCLAYS PLC↓ DEC
-14,206$84.80K
MAI Capital Management↓ DEC
-14,093$54.00
LOS ANGELES CAPITAL MANAGEMENT LLC↓ DEC
-13,725$26.52K
DEUTSCHE BANK AG\↓ DEC
-10,507$2.45K
THOMPSON DAVIS & CO., INC.↓ DEC
-10,100$88.16K
SUSQUEHANNA INTERNATIONAL GROUP, LLP↓ DEC
-8,195$94.74K
WELLS FARGO & COMPANY/MN↓ DEC
-7,839$33.96K
DIMENSIONAL FUND ADVISORS LP↓ DEC
-3,656$173.81K
Avanza Fonder AB↓ DEC
-3,543$64.33K