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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

Institutions65.8%
Insiders3.9%
Institutions Count106
Institutions 65.8%Insiders 3.9%Float (Other) 30.3%
13F Filers (top 25)25Quarter 2026-03-31
Top-25 Reported Value$180.04MSum 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
664,922$26.22M-28,329↓ DEC
DIMENSIONAL FUND ADVISORS LPCIK 0000354204
557,070$21.97M-2,706↓ DEC
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119
327,598$12.92M+327,598NEW
Cutler Capital Management, LLCCIK 0001353098
291,202$11.48M-600↓ DEC
MANUFACTURERS LIFE INSURANCE COMPANY, THECIK 0000928047
286,390$11.29M-3,065↓ DEC
ROYCE & ASSOCIATES LPCIK 0000906304
262,934$10.37M-181↓ DEC
Siena Capital Partners GP, LLCCIK 0001694886
230,847$9.10M–no_change
Fourthstone LLCCIK 0001767803
230,328$9.08M+120,641↑ INC
RENAISSANCE TECHNOLOGIES LLCCIK 0001037389
217,589$8.58M-500↓ DEC
Davis Asset Management, L.P.CIK 0001945894
174,476$6.88M–no_change
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717
172,614$6.81M-942↓ DEC
STATE STREET CORPCIK 0000093751
132,895$5.24M+6,137↑ INC
GABELLI FUNDS LLCCIK 0001081407
123,056$4.85M–no_change
BRIDGEWAY CAPITAL MANAGEMENT, LLCCIK 0001107261
122,638$4.84M-9,000↓ DEC
KILEY JUERGENS WEALTH MANAGEMENT, LLCCIK 0001723223
120,067$4.73M-136↓ DEC
ALLIANCEBERNSTEIN L.P.CIK 0001109448
115,057$4.12M-14,716↓ DEC
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPCIK 0001164508
86,716$3.42M–no_change
WESTPORT ASSET MANAGEMENT INCCIK 0000811454
80,909$3.19M–no_change
GOLDMAN SACHS GROUP INCCIK 0000886982
73,734$2.91M+9,351↑ INC
De Lisle Partners LLPCIK 0002011184
65,247$2.58M+2,000↑ INC
NORTHERN TRUST CORPCIK 0000073124
62,429$2.46M+2,770↑ INC
AMERICAN CENTURY COMPANIES INCCIK 0000748054
52,510$2.07M+12,828↑ INC
VANGUARD FIDUCIARY TRUST COCIK 0000933478
47,046$1.86M+47,046NEW
VANGUARD PORTFOLIO MANAGEMENT LLCCIK 0002100121
42,819$1.69M+42,819NEW
Investors Portfolio Services LLCCIK 0002073833
35,453$1.40M–no_change

Top Adds (Buyers)

FilerΔ SharesValue
VANGUARD CAPITAL MANAGEMENT LLCNEW
+327,598$12.92M
Fourthstone LLC↑ INC
+120,641$9.08M
VANGUARD FIDUCIARY TRUST CONEW
+47,046$1.86M
VANGUARD PORTFOLIO MANAGEMENT LLCNEW
+42,819$1.69M
AMERICAN CENTURY COMPANIES INC↑ INC
+12,828$2.07M
GOLDMAN SACHS GROUP INC↑ INC
+9,351$2.91M
Quantinno Capital Management LP↑ INC
+7,143$887.37K
Engineers Gate Manager LPNEW
+6,661$262.64K
XTX Topco LtdNEW
+6,161$242.93K
STATE STREET CORP↑ INC
+6,137$5.24M

Top Trims (Sellers)

FilerΔ SharesValue
BlackRock, Inc.↓ DEC
-28,329$26.22M
ALLIANCEBERNSTEIN L.P.↓ DEC
-14,716$4.12M
OSAIC HOLDINGS, INC.↓ DEC
-13,399$985.27K
BARCLAYS PLC↓ DEC
-12,246$731.23K
BRIDGEWAY CAPITAL MANAGEMENT, LLC↓ DEC
-9,000$4.84M
Creative Planning↓ DEC
-8,137$1.28M
WELLS FARGO & COMPANY/MN↓ DEC
-5,942$210.50K
MORGAN STANLEY↓ DEC
-4,398$870.06K
MANUFACTURERS LIFE INSURANCE COMPANY, THE↓ DEC
-3,065$11.29M
JPMORGAN CHASE & CO↓ DEC
-2,936$119.99K