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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

Institutions35.5%
Insiders84.4%
Institutions Count197
Institutions 35.5%Insiders 84.4%Float (Other) 0.0%
13F Filers (top 25)25Quarter 2026-03-31
Top-25 Reported Value$258.74MSum of shown holders' market value
Net Position Change10 adds · 10 trimsLargest movers this quarter

Top Holders by Value

25 shown
FilerSharesMarket ValueΔ SharesChange
DIMENSIONAL FUND ADVISORS LPCIK 0000354204
510,097$24.37M+98,483↑ INC
BlackRock, Inc.CIK 0002012383
474,247$22.66M-33,020↓ DEC
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119
404,700$19.34M+404,700NEW
Southpoint Capital Advisors LPCIK 0001319998
362,000$17.30M-238,000↓ DEC
VANGUARD PORTFOLIO MANAGEMENT LLCCIK 0002100121
354,602$16.94M+354,602NEW
YACKTMAN ASSET MANAGEMENT LPCIK 0000905567
325,369$15.55M-1,907↓ DEC
SCHARF INVESTMENTS, LLCCIK 0001463746
322,002$15.39M-109,248↓ DEC
MILLENNIUM MANAGEMENT LLCCIK 0001273087
321,287$15.35M+309,316↑ INC
Quantinno Capital Management LPCIK 0001759654
244,297$11.67M-47,403↓ DEC
JACOBS LEVY EQUITY MANAGEMENT, INCCIK 0000884414
231,635$11.07M+155,918↑ INC
TWO SIGMA INVESTMENTS, LPCIK 0001179392
209,284$10.00M+38,513↑ INC
ArrowMark Colorado Holdings LLCCIK 0001483859
183,800$8.78M-34,000↓ DEC
MORGAN STANLEYCIK 0000895421
179,546$8.58M-11,938↓ DEC
STATE STREET CORPCIK 0000093751
176,514$8.43M+35,954↑ INC
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717
148,981$7.12M+21,031↑ INC
MARSHALL WACE, LLPCIK 0001318757
137,554$6.57M+111,800↑ INC
SUSQUEHANNA INTERNATIONAL GROUP, LLPCIK 0001446194
118,852$5.68M+44,715↑ INC
UBS Group AGCIK 0001610520
113,685$5.43M+62,147↑ INC
CITADEL ADVISORS LLCCIK 0001423053
93,646$4.47M+68,313↑ INC
ENVESTNET ASSET MANAGEMENT INCCIK 0001407543
93,366$4.46M+2,796↑ INC
Lighthouse Investment Partners, LLCCIK 0001600344
88,540$4.23M+88,540NEW
Deltroit Asset Management (UK) LLPCIK 0002104766
84,418$4.03M-18,375↓ DEC
Old West Investment Management, LLCCIK 0001549358
79,320$3.79M-74,030↓ DEC
Orvieto Partners, L.P.CIK 0002052484
79,203$3.78M-47,797↓ DEC
VANGUARD ASSET MANAGEMENT, LtdCIK 0001680208
78,233$3.74M+78,233NEW

Top Adds (Buyers)

FilerΔ SharesValue
VANGUARD CAPITAL MANAGEMENT LLCNEW
+404,700$19.34M
VANGUARD PORTFOLIO MANAGEMENT LLCNEW
+354,602$16.94M
MILLENNIUM MANAGEMENT LLC↑ INC
+309,316$15.35M
JACOBS LEVY EQUITY MANAGEMENT, INC↑ INC
+155,918$11.07M
MARSHALL WACE, LLP↑ INC
+111,800$6.57M
DIMENSIONAL FUND ADVISORS LP↑ INC
+98,483$24.37M
Lighthouse Investment Partners, LLCNEW
+88,540$4.23M
VANGUARD ASSET MANAGEMENT, LtdNEW
+78,233$3.74M
CITADEL ADVISORS LLC↑ INC
+68,313$4.47M
UBS Group AG↑ INC
+62,147$5.43M

Top Trims (Sellers)

FilerΔ SharesValue
Southpoint Capital Advisors LP↓ DEC
-238,000$17.30M
SCHARF INVESTMENTS, LLC↓ DEC
-109,248$15.39M
Old West Investment Management, LLC↓ DEC
-74,030$3.79M
Corient Private Wealth LLC↓ DEC
-53,559$574.60K
Orvieto Partners, L.P.↓ DEC
-47,797$3.78M
Quantinno Capital Management LP↓ DEC
-47,403$11.67M
ArrowMark Colorado Holdings LLC↓ DEC
-34,000$8.78M
BlackRock, Inc.↓ DEC
-33,020$22.66M
BARCLAYS PLC↓ DEC
-28,675$434.65K
JANE STREET GROUP, LLC↓ DEC
-28,286$1.47M