Stockfacts
Use CasesDocsPricing
Log inSign up free
OverviewFinancialsTrendsTranscriptsOptionsInstitutionsInsidersCorporate ActionsSEC Filings
Stockfacts

EOD US-equity data for investors and AI agents

Data is end-of-day, not real-time, and not investment advice

Use CasesDashboard

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

Institutions19.4%
Insiders3.3%
Institutions Count53
Institutions 19.4%Insiders 3.3%Float (Other) 77.3%
13F Filers (top 25)25Quarter 2026-03-31
Top-25 Reported Value$21.74MSum 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
200,031$4.86M+4,348↑ INC
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119
149,474$3.64M+149,474NEW
Cardinal Capital ManagementCIK 0001434845
102,560$2.49M+6,827↑ INC
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717
88,480$2.15M+1,166↑ INC
NORTHERN TRUST CORPCIK 0000073124
47,643$1.16M+2,623↑ INC
DIMENSIONAL FUND ADVISORS LPCIK 0000354204
41,052$998.35K–no_change
Cannell & Spears LLCCIK 0001426319
40,169$972.89K–no_change
STATE STREET CORPCIK 0000093751
36,575$889.50K-700↓ DEC
GOLDMAN SACHS GROUP INCCIK 0000886982
29,106$707.86K+16,008↑ INC
VANGUARD FIDUCIARY TRUST COCIK 0000933478
25,348$616.46K+25,348NEW
VANGUARD PORTFOLIO MANAGEMENT LLCCIK 0002100121
21,757$529.13K+21,757NEW
MORGAN STANLEYCIK 0000895421
19,802$481.59K-989↓ DEC
RENAISSANCE TECHNOLOGIES LLCCIK 0001037389
18,232$443.40K+200↑ INC
LPL Financial LLCCIK 0001403438
13,873$337.38K-16,257↓ DEC
CITADEL ADVISORS LLCCIK 0001423053
11,546$280.80K-1,450↓ DEC
CHARLES SCHWAB INVESTMENT MANAGEMENT INCCIK 0000884546
11,210$272.63K–no_change
EverSource Wealth Advisors, LLCCIK 0001710537
921$264.39K+920↑ INC
Community Financial Services Group, LLCCIK 0001537319
8,180$199.59K+700↑ INC
BARCLAYS PLCCIK 0000312069
3,763$91.52K-4,779↓ DEC
DEUTSCHE BANK AG\CIK 0000948046
3,231$78.58K-1,376↓ DEC
NEW YORK STATE COMMON RETIREMENT FUNDCIK 0000810265
2,900$70.53K–no_change
RHUMBLINE ADVISERSCIK 0001115418
2,831$68.84K+370↑ INC
WELLS FARGO & COMPANY/MNCIK 0000072971
2,096$50.96K-2,661↓ DEC
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.CIK 0001705339
1,812$44.07K+34↑ INC
Vanguard Global Advisers, LLCCIK 0001811242
1,628$39.59K+1,628NEW

Top Adds (Buyers)

FilerΔ SharesValue
VANGUARD CAPITAL MANAGEMENT LLCNEW
+149,474$3.64M
VANGUARD FIDUCIARY TRUST CONEW
+25,348$616.46K
VANGUARD PORTFOLIO MANAGEMENT LLCNEW
+21,757$529.13K
GOLDMAN SACHS GROUP INC↑ INC
+16,008$707.86K
Cardinal Capital Management↑ INC
+6,827$2.49M
BlackRock, Inc.↑ INC
+4,348$4.86M
NORTHERN TRUST CORP↑ INC
+2,623$1.16M
Vanguard Global Advisers, LLCNEW
+1,628$39.59K
GEODE CAPITAL MANAGEMENT, LLC↑ INC
+1,166$2.15M
EverSource Wealth Advisors, LLC↑ INC
+920$264.39K

Top Trims (Sellers)

FilerΔ SharesValue
LPL Financial LLC↓ DEC
-16,257$337.38K
BARCLAYS PLC↓ DEC
-4,779$91.52K
WELLS FARGO & COMPANY/MN↓ DEC
-2,661$50.96K
CITADEL ADVISORS LLC↓ DEC
-1,450$280.80K
DEUTSCHE BANK AG\↓ DEC
-1,376$78.58K
MORGAN STANLEY↓ DEC
-989$481.59K
STATE STREET CORP↓ DEC
-700$889.50K
Scarborough Advisors, LLC↓ DEC
-164$1.41K
BNP PARIBAS FINANCIAL MARKETS↓ DEC
-91$24.61K
Legal & General Group Plc↓ DEC
-70$8.03K