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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

Institutions78.5%
Insiders4.2%
Institutions Count224
Institutions 78.5%Insiders 4.2%Float (Other) 17.4%
13F Filers (top 25)25Quarter 2026-03-31
Top-25 Reported Value$861.84MSum 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
3,807,886$200.68M+28,641↑ INC
DIMENSIONAL FUND ADVISORS LPCIK 0000354204
1,774,857$93.54M-7,235↓ DEC
VANGUARD PORTFOLIO MANAGEMENT LLCCIK 0002100121
1,742,526$91.83M+1,742,526NEW
STATE STREET CORPCIK 0000093751
1,398,418$73.70M-45,188↓ DEC
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119
1,067,995$56.28M+1,067,995NEW
Invesco Ltd.CIK 0000914208
827,379$43.60M-26,343↓ DEC
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717
603,690$31.82M-20,691↓ DEC
BARCLAYS PLCCIK 0000312069
586,301$30.90M-24,224↓ DEC
CHARLES SCHWAB INVESTMENT MANAGEMENT INCCIK 0000884546
478,025$25.19M-46,916↓ DEC
TWO SIGMA INVESTMENTS, LPCIK 0001179392
433,452$22.84M+175,049↑ INC
PRUDENTIAL FINANCIAL INCCIK 0001137774
409,957$21.60M+64,360↑ INC
MORGAN STANLEYCIK 0000895421
364,405$19.20M-2,501↓ DEC
FIRST TRUST ADVISORS LPCIK 0001125816
353,655$18.64M+92,617↑ INC
Bank of New York Mellon CorpCIK 0001390777
333,423$17.57M-22,123↓ DEC
PZENA INVESTMENT MANAGEMENT LLCCIK 0001027796
329,488$17.36M+1,810↑ INC
Qube Research & Technologies LtdCIK 0001729829
299,990$15.81M-88,698↓ DEC
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.CIK 0001705339
283,122$14.92M+5,763↑ INC
NORTHERN TRUST CORPCIK 0000073124
249,995$13.17M+11,076↑ INC
CITADEL ADVISORS LLCCIK 0001423053
220,920$11.64M+100,771↑ INC
VANGUARD FIDUCIARY TRUST COCIK 0000933478
158,757$8.37M+158,757NEW
Adams Asset Advisors, LLCCIK 0001386929
142,083$7.49M–no_change
DAVENPORT & Co LLCCIK 0000887777
122,310$6.45M-10,900↓ DEC
ProShare Advisors LLCCIK 0001357955
122,165$6.44M+2,880↑ INC
GOLDMAN SACHS GROUP INCCIK 0000886982
121,627$6.41M+31,249↑ INC
PRINCIPAL FINANCIAL GROUP INCCIK 0001126328
121,109$6.38M+2,369↑ INC

Top Adds (Buyers)

FilerΔ SharesValue
VANGUARD PORTFOLIO MANAGEMENT LLCNEW
+1,742,526$91.83M
VANGUARD CAPITAL MANAGEMENT LLCNEW
+1,067,995$56.28M
TWO SIGMA INVESTMENTS, LP↑ INC
+175,049$22.84M
VANGUARD FIDUCIARY TRUST CONEW
+158,757$8.37M
CITADEL ADVISORS LLC↑ INC
+100,771$11.64M
FRANKLIN RESOURCES INC↑ INC
+96,317$5.67M
FIRST TRUST ADVISORS LP↑ INC
+92,617$18.64M
COMMONWEALTH EQUITY SERVICES, LLC↑ INC
+87,492$4.89M
Vestcor Inc↑ INC
+74,892$5.70K
RENAISSANCE TECHNOLOGIES LLC↑ INC
+66,260$4.22M

Top Trims (Sellers)

FilerΔ SharesValue
UBS Group AG↓ DEC
-204,954$5.68M
MILLENNIUM MANAGEMENT LLC↓ DEC
-135,018$1.52M
Qube Research & Technologies Ltd↓ DEC
-88,698$15.81M
Connor, Clark & Lunn Investment Management Ltd.↓ DEC
-70,290$229.77K
CHARLES SCHWAB INVESTMENT MANAGEMENT INC↓ DEC
-46,916$25.19M
STATE STREET CORP↓ DEC
-45,188$73.70M
Advisors Asset Management, Inc.↓ DEC
-41,112$3.80M
Invesco Ltd.↓ DEC
-26,343$43.60M
BARCLAYS PLC↓ DEC
-24,224$30.90M
Bank of New York Mellon Corp↓ DEC
-22,123$17.57M