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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

Institutions66.0%
Insiders5.8%
Institutions Count211
Institutions 66.0%Insiders 5.8%Float (Other) 28.2%
13F Filers (top 25)25Quarter 2026-03-31
Top-25 Reported Value$486.40MSum 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
3,448,065$127.79M+21,090↑ INC
DIMENSIONAL FUND ADVISORS LPCIK 0000354204
1,489,968$55.22M+12,329↑ INC
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119
966,301$35.81M+966,301NEW
STATE STREET CORPCIK 0000093751
817,498$30.30M+8,412↑ INC
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717
662,300$24.55M+47,248↑ INC
SYSTEMATIC FINANCIAL MANAGEMENT LPCIK 0001085936
612,396$22.70M-1,477↓ DEC
AMERICAN CENTURY COMPANIES INCCIK 0000748054
567,083$21.02M+102,850↑ INC
VANGUARD PORTFOLIO MANAGEMENT LLCCIK 0002100121
532,702$19.74M+532,702NEW
BANK OF AMERICA CORP /DE/CIK 0000070858
497,418$18.43M-4,685↓ DEC
AQR CAPITAL MANAGEMENT LLCCIK 0001167557
422,054$15.64M+32,179↑ INC
Invesco Ltd.CIK 0000914208
403,596$14.96M+40,962↑ INC
MORGAN STANLEYCIK 0000895421
256,355$9.50M-65,938↓ DEC
Allianz Asset Management GmbHCIK 0001535323
251,918$9.34M+80,733↑ INC
ROYCE & ASSOCIATES LPCIK 0000906304
247,009$9.15M+11,084↑ INC
NORTHERN TRUST CORPCIK 0000073124
215,026$7.97M+10,860↑ INC
Hillsdale Investment Management Inc.CIK 0001368465
211,768$7.85M+10,000↑ INC
CHARLES SCHWAB INVESTMENT MANAGEMENT INCCIK 0000884546
203,450$7.54M+1,647↑ INC
Connor, Clark & Lunn Investment Management Ltd.CIK 0001596800
187,787$6.96M-4,645↓ DEC
Bank of New York Mellon CorpCIK 0001390777
180,323$6.68M-2,792↓ DEC
BRIDGEWAY CAPITAL MANAGEMENT, LLCCIK 0001107261
172,430$6.39M–no_change
GOLDMAN SACHS GROUP INCCIK 0000886982
172,017$6.37M+690↑ INC
EARNEST PARTNERS LLCCIK 0001102578
164,849$6.11M-14,874↓ DEC
UBS Group AGCIK 0001610520
162,430$6.02M+46,992↑ INC
VANGUARD FIDUCIARY TRUST COCIK 0000933478
143,815$5.33M+143,815NEW
Qube Research & Technologies LtdCIK 0001729829
135,983$5.04M-5,555↓ DEC

Top Adds (Buyers)

FilerΔ SharesValue
VANGUARD CAPITAL MANAGEMENT LLCNEW
+966,301$35.81M
VANGUARD PORTFOLIO MANAGEMENT LLCNEW
+532,702$19.74M
VANGUARD FIDUCIARY TRUST CONEW
+143,815$5.33M
AMERICAN CENTURY COMPANIES INC↑ INC
+102,850$21.02M
Allianz Asset Management GmbH↑ INC
+80,733$9.34M
FRANKLIN RESOURCES INC↑ INC
+57,806$2.75M
GEODE CAPITAL MANAGEMENT, LLC↑ INC
+47,248$24.55M
UBS Group AG↑ INC
+46,992$6.02M
Invesco Ltd.↑ INC
+40,962$14.96M
Point72 Asset Management, L.P.↑ INC
+36,360$1.60M

Top Trims (Sellers)

FilerΔ SharesValue
RENAISSANCE TECHNOLOGIES LLC↓ DEC
-71,600$2.55M
MORGAN STANLEY↓ DEC
-65,938$9.50M
ExodusPoint Capital Management, LP↓ DEC
-49,840$1.10M
ROYAL BANK OF CANADA↓ DEC
-32,980$4.20M
LOS ANGELES CAPITAL MANAGEMENT LLC↓ DEC
-29,658$1.04M
Lighthouse Investment Partners, LLC↓ DEC
-29,186$545.82K
BARCLAYS PLC↓ DEC
-28,755$2.79M
SUSQUEHANNA INTERNATIONAL GROUP, LLP↓ DEC
-22,990$257.68K
JPMORGAN CHASE & CO↓ DEC
-22,678$1.99M
WELLS FARGO & COMPANY/MN↓ DEC
-18,803$3.44M