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

Institutions49.2%
Insiders2.4%
Institutions Count127
Institutions 49.2%Insiders 2.4%Float (Other) 48.4%
13F Filers (top 25)25Quarter 2026-03-31
Top-25 Reported Value$208.32MSum 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
507,933$26.33M-7,037↓ DEC
DIMENSIONAL FUND ADVISORS LPCIK 0000354204
448,435$23.24M-3,306↓ DEC
BANC FUNDS CO LLCCIK 0001029311
375,469$19.46M–no_change
ALLIANCEBERNSTEIN L.P.CIK 0001109448
363,860$18.82M+5,170↑ INC
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119
303,250$15.72M+303,250NEW
AMERICAN CENTURY COMPANIES INCCIK 0000748054
229,986$11.92M+24,567↑ INC
WELLINGTON MANAGEMENT GROUP LLPCIK 0000902219
195,402$10.13M-43,836↓ DEC
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717
168,760$8.75M-595↓ DEC
Pacific Ridge Capital Partners, LLCCIK 0001591546
158,849$8.23M+9,182↑ INC
STATE STREET CORPCIK 0000093751
147,909$7.67M+21,394↑ INC
MALTESE CAPITAL MANAGEMENT LLCCIK 0001040762
144,832$7.51M-14,168↓ DEC
MORGAN STANLEYCIK 0000895421
143,123$7.42M+17,873↑ INC
ROYCE & ASSOCIATES LPCIK 0000906304
128,428$6.66M-946↓ DEC
JPMORGAN CHASE & COCIK 0000019617
87,083$4.49M+11,823↑ INC
BRIDGEWAY CAPITAL MANAGEMENT, LLCCIK 0001107261
86,004$4.46M+4,308↑ INC
VANGUARD PORTFOLIO MANAGEMENT LLCCIK 0002100121
84,822$4.40M+84,822NEW
KENNEDY CAPITAL MANAGEMENT LLCCIK 0000884589
79,829$4.14M+1,091↑ INC
NORTHERN TRUST CORPCIK 0000073124
73,677$3.82M+1,268↑ INC
Rosenthal | Henry Capital Advisors, Inc.CIK 0001697539
52,000$2.70M–no_change
GOLDMAN SACHS GROUP INCCIK 0000886982
48,809$2.53M+9,263↑ INC
VANGUARD FIDUCIARY TRUST COCIK 0000933478
44,494$2.31M+44,494NEW
TWO SIGMA INVESTMENTS, LPCIK 0001179392
42,071$2.18M+7,541↑ INC
Connor, Clark & Lunn Investment Management Ltd.CIK 0001596800
37,668$1.95M+2,997↑ INC
Gator Capital Management, LLCCIK 0001570284
35,471$1.84M+1,620↑ INC
Bank of New York Mellon CorpCIK 0001390777
32,374$1.68M-1,076↓ DEC

Top Adds (Buyers)

FilerΔ SharesValue
VANGUARD CAPITAL MANAGEMENT LLCNEW
+303,250$15.72M
VANGUARD PORTFOLIO MANAGEMENT LLCNEW
+84,822$4.40M
VANGUARD FIDUCIARY TRUST CONEW
+44,494$2.31M
Fisher Asset Management, LLCNEW
+24,965$1.29M
AMERICAN CENTURY COMPANIES INC↑ INC
+24,567$11.92M
STATE STREET CORP↑ INC
+21,394$7.67M
WESBANCO BANK INCNEW
+20,900$1.08M
MILLENNIUM MANAGEMENT LLC↑ INC
+20,698$1.41M
MORGAN STANLEY↑ INC
+17,873$7.42M
JPMORGAN CHASE & CO↑ INC
+11,823$4.49M

Top Trims (Sellers)

FilerΔ SharesValue
WELLINGTON MANAGEMENT GROUP LLP↓ DEC
-43,836$10.13M
Squarepoint Ops LLC↓ DEC
-16,532$1.23M
CITADEL ADVISORS LLC↓ DEC
-14,884$408.42K
MALTESE CAPITAL MANAGEMENT LLC↓ DEC
-14,168$7.51M
MARSHALL WACE, LLP↓ DEC
-9,826$1.66M
BARCLAYS PLC↓ DEC
-9,316$456.11K
UBS Group AG↓ DEC
-9,277$710.90K
BlackRock, Inc.↓ DEC
-7,037$26.33M
DELPHI MANAGEMENT INC /MA/↓ DEC
-5,896$1.16K
WELLS FARGO & COMPANY/MN↓ DEC
-5,398$254.29K