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 |
|---|---|---|---|---|
Compound Planning, Inc.CIK 0001978879 | 621,500 | $3.59M | +287,000 | ↑ INC |
RENAISSANCE TECHNOLOGIES LLCCIK 0001037389 | 325,526 | $1.88M | +162,848 | ↑ INC |
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119 | 264,340 | $1.53M | +264,340 | NEW |
DIMENSIONAL FUND ADVISORS LPCIK 0000354204 | 243,724 | $1.41M | +120,888 | ↑ INC |
BRIDGEWAY CAPITAL MANAGEMENT, LLCCIK 0001107261 | 142,082 | $821.23K | +58,541 | ↑ INC |
MARSHALL WACE, LLPCIK 0001318757 | 61,968 | $358.17K | +61,968 | NEW |
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717 | 55,193 | $319.12K | +26,932 | ↑ INC |
STONEBRIDGE CAPITAL MANAGEMENT INCCIK 0000051812 | 46,000 | $265.88K | +23,000 | ↑ INC |
CITADEL ADVISORS LLCCIK 0001423053 | 38,547 | $222.80K | +22,849 | ↑ INC |
ESSEX INVESTMENT MANAGEMENT CO LLCCIK 0000201772 | 31,474 | $181.92K | +15,737 | ↑ INC |
LPL Financial LLCCIK 0001403438 | 30,550 | $176.58K | +30,550 | NEW |
VANGUARD FIDUCIARY TRUST COCIK 0000933478 | 27,416 | $158.46K | +27,416 | NEW |
STATE STREET CORPCIK 0000093751 | 24,066 | $139.10K | +24,066 | NEW |
JAMES INVESTMENT RESEARCH, INC.CIK 0000810384 | 24,016 | $138.81K | +12,008 | ↑ INC |
JANE STREET GROUP, LLCCIK 0001595888 | 19,672 | $113.70K | +19,672 | NEW |
NORTHERN TRUST CORPCIK 0000073124 | 11,096 | $64.14K | +11,096 | NEW |
MORGAN STANLEYCIK 0000895421 | 2,764 | $15.98K | +2,763 | ↑ INC |
UBS Group AGCIK 0001610520 | 2,434 | $14.07K | +927 | ↑ INC |
Tower Research Capital LLC (TRC)CIK 0001533421 | 507 | $2.93K | +342 | ↑ INC |
SBI Securities Co., Ltd.CIK 0001851815 | 102 | $590.00 | +51 | ↑ INC |
ACADIAN ASSET MANAGEMENT LLCCIK 0000916542 | 86,308 | $497.00 | +43,154 | ↑ INC |
FMR LLCCIK 0000315066 | 44 | $254.00 | +22 | ↑ INC |
FNY Investment Advisers, LLCCIK 0001742998 | 31,640 | $182.00 | +31,640 | NEW |
| Filer | Δ Shares | Value |
|---|---|---|
Compound Planning, Inc.↑ INC | +287,000 | $3.59M |
VANGUARD CAPITAL MANAGEMENT LLCNEW | +264,340 | $1.53M |
RENAISSANCE TECHNOLOGIES LLC↑ INC | +162,848 | $1.88M |
DIMENSIONAL FUND ADVISORS LP↑ INC | +120,888 | $1.41M |
MARSHALL WACE, LLPNEW | +61,968 | $358.17K |
BRIDGEWAY CAPITAL MANAGEMENT, LLC↑ INC | +58,541 | $821.23K |
ACADIAN ASSET MANAGEMENT LLC↑ INC | +43,154 | $497.00 |
FNY Investment Advisers, LLCNEW | +31,640 | $182.00 |
LPL Financial LLCNEW | +30,550 | $176.58K |
VANGUARD FIDUCIARY TRUST CONEW | +27,416 | $158.46K |