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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

Institutions77.3%
Insiders2.7%
Institutions Count181
Institutions 77.3%Insiders 2.7%Float (Other) 20.0%
13F Filers (top 25)25Quarter 2026-03-31
Top-25 Reported Value$508.78MSum 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
2,566,363$112.36M-110,770↓ DEC
SYSTEMATIC FINANCIAL MANAGEMENT LPCIK 0001085936
1,165,133$51.01M-7,709↓ DEC
DIMENSIONAL FUND ADVISORS LPCIK 0000354204
1,137,504$49.80M-5,359↓ DEC
STATE STREET CORPCIK 0000093751
891,082$39.36M-14,759↓ DEC
HoldCo Asset Management, LPCIK 0001724246
872,744$38.21M–no_change
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119
819,113$35.86M+819,113NEW
AMERICAN CENTURY COMPANIES INCCIK 0000748054
564,913$24.73M+23,956↑ INC
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717
498,625$21.83M+43,230↑ INC
VANGUARD PORTFOLIO MANAGEMENT LLCCIK 0002100121
372,698$16.32M+372,698NEW
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLCCIK 0001164833
291,369$12.76M+18,370↑ INC
Invesco Ltd.CIK 0000914208
286,158$12.53M+112,107↑ INC
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPCIK 0001164508
229,319$10.04M-3,922↓ DEC
TWO SIGMA INVESTMENTS, LPCIK 0001179392
220,331$9.65M+89,756↑ INC
NORTHERN TRUST CORPCIK 0000073124
197,118$8.63M+85↑ INC
GOLDMAN SACHS GROUP INCCIK 0000886982
181,243$7.93M-92,723↓ DEC
CHARLES SCHWAB INVESTMENT MANAGEMENT INCCIK 0000884546
168,998$7.40M-4,556↓ DEC
Bank of New York Mellon CorpCIK 0001390777
165,291$7.24M-6,401↓ DEC
GABELLI FUNDS LLCCIK 0001081407
151,443$6.63M+38,450↑ INC
MORGAN STANLEYCIK 0000895421
147,835$6.47M-12,053↓ DEC
UBS Group AGCIK 0001610520
134,725$5.90M-22,417↓ DEC
AQR CAPITAL MANAGEMENT LLCCIK 0001167557
129,223$5.66M-16,820↓ DEC
BRIDGEWAY CAPITAL MANAGEMENT, LLCCIK 0001107261
126,352$5.53M-5,802↓ DEC
VANGUARD FIDUCIARY TRUST COCIK 0000933478
115,729$5.07M+115,729NEW
TRUSTCO BANK CORP N YCIK 0000357301
92,563$4.05M–no_change
PRINCIPAL FINANCIAL GROUP INCCIK 0001126328
87,600$3.84M-216↓ DEC

Top Adds (Buyers)

FilerΔ SharesValue
VANGUARD CAPITAL MANAGEMENT LLCNEW
+819,113$35.86M
VANGUARD PORTFOLIO MANAGEMENT LLCNEW
+372,698$16.32M
VANGUARD FIDUCIARY TRUST CONEW
+115,729$5.07M
Invesco Ltd.↑ INC
+112,107$12.53M
TWO SIGMA INVESTMENTS, LP↑ INC
+89,756$9.65M
GEODE CAPITAL MANAGEMENT, LLC↑ INC
+43,230$21.83M
HRT FINANCIAL LP↑ INC
+41,119$2.95K
GABELLI FUNDS LLC↑ INC
+38,450$6.63M
BANK OF AMERICA CORP /DE/↑ INC
+32,748$3.60M
INTECH INVESTMENT MANAGEMENT LLC↑ INC
+25,722$1.96M

Top Trims (Sellers)

FilerΔ SharesValue
FRANKLIN RESOURCES INC↓ DEC
-326,722$2.47M
BlackRock, Inc.↓ DEC
-110,770$112.36M
GOLDMAN SACHS GROUP INC↓ DEC
-92,723$7.93M
Trexquant Investment LP↓ DEC
-43,663$1.02M
Y-Intercept (Hong Kong) Ltd↓ DEC
-24,989$445.86K
ROYCE & ASSOCIATES LP↓ DEC
-23,792$685.42K
BARCLAYS PLC↓ DEC
-23,728$496.68K
UBS Group AG↓ DEC
-22,417$5.90M
LPL Financial LLC↓ DEC
-17,427$244.01K
AQR CAPITAL MANAGEMENT LLC↓ DEC
-16,820$5.66M