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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

Institutions11.6%
Insiders10.3%
Institutions Count31
Institutions 11.6%Insiders 10.3%Float (Other) 78.0%
13F Filers (top 25)25Quarter 2026-03-31
Top-25 Reported Value$10.23MSum of shown holders' market value
Net Position Change10 adds · 7 trimsLargest movers this quarter

Top Holders by Value

25 shown
FilerSharesMarket ValueΔ SharesChange
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119
90,909$1.38M+90,909NEW
Commonwealth Financial Services, LLCCIK 0001536755
87,355$1.33M+963↑ INC
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717
49,669$755.70K-4,620↓ DEC
DIMENSIONAL FUND ADVISORS LPCIK 0000354204
45,156$686.82K–no_change
Post Resch Tallon Group Inc.CIK 0002054476
43,175$656.69K+250↑ INC
BAHL & GAYNOR INCCIK 0000872259
40,050$609.16K–no_change
Vawter Financial, Ltd.CIK 0001974403
36,329$552.56K+671↑ INC
Appalachian Capital Management LtdCIK 0002111450
33,372$507.59K+14↑ INC
VANGUARD FIDUCIARY TRUST COCIK 0000933478
32,097$488.19K+32,097NEW
WESBANCO BANK INCCIK 0000877134
31,360$476.99K-1,000↓ DEC
Founders Financial Alliance, LLCCIK 0001832190
28,983$440.83K-6,227↓ DEC
BlackRock, Inc.CIK 0002012383
24,504$372.71K+133↑ INC
Koss-Olinger Consulting, LLCCIK 0001861163
23,338$354.98K–no_change
NORTHERN TRUST CORPCIK 0000073124
22,912$348.49K+1,597↑ INC
RAFFLES ASSOCIATES LPCIK 0001169581
17,699$269.20K–no_change
SUSQUEHANNA INTERNATIONAL GROUP, LLPCIK 0001446194
16,368$248.96K+5,855↑ INC
LPL Financial LLCCIK 0001403438
14,740$224.20K+31↑ INC
CITADEL ADVISORS LLCCIK 0001423053
10,679$162.43K+515↑ INC
MORGAN STANLEYCIK 0000895421
9,031$137.37K-49↓ DEC
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MACIK 0000932974
6,917$112.19K–no_change
OSAIC HOLDINGS, INC.CIK 0001677044
2,580$39.26K-502↓ DEC
Russell Investments Group, Ltd.CIK 0001692234
2,550$38.79K-422↓ DEC
Vanguard Global Advisers, LLCCIK 0001811242
1,881$28.61K+1,881NEW
UBS Group AGCIK 0001610520
425$6.46K-120↓ DEC
FMR LLCCIK 0000315066
220$3.35K–no_change

Top Adds (Buyers)

FilerΔ SharesValue
VANGUARD CAPITAL MANAGEMENT LLCNEW
+90,909$1.38M
VANGUARD FIDUCIARY TRUST CONEW
+32,097$488.19K
SUSQUEHANNA INTERNATIONAL GROUP, LLP↑ INC
+5,855$248.96K
Vanguard Global Advisers, LLCNEW
+1,881$28.61K
NORTHERN TRUST CORP↑ INC
+1,597$348.49K
Commonwealth Financial Services, LLC↑ INC
+963$1.33M
Vawter Financial, Ltd.↑ INC
+671$552.56K
CITADEL ADVISORS LLC↑ INC
+515$162.43K
Post Resch Tallon Group Inc.↑ INC
+250$656.69K
Tower Research Capital LLC (TRC)↑ INC
+163$3.00K

Top Trims (Sellers)

FilerΔ SharesValue
Founders Financial Alliance, LLC↓ DEC
-6,227$440.83K
GEODE CAPITAL MANAGEMENT, LLC↓ DEC
-4,620$755.70K
WESBANCO BANK INC↓ DEC
-1,000$476.99K
OSAIC HOLDINGS, INC.↓ DEC
-502$39.26K
Russell Investments Group, Ltd.↓ DEC
-422$38.79K
UBS Group AG↓ DEC
-120$6.46K
MORGAN STANLEY↓ DEC
-49$137.37K