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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

Institutions44.2%
Insiders0.0%
Institutions Count43
Institutions 44.2%Insiders 0.0%Float (Other) 55.8%
13F Filers (top 25)25Quarter 2026-03-31
Top-25 Reported Value$158.86MSum of shown holders' market value
Net Position Change10 adds · 10 trimsLargest movers this quarter

Top Holders by Value

25 shown
FilerSharesMarket ValueΔ SharesChange
ALLIANCEBERNSTEIN L.P.CIK 0001109448
2,972,394$44.53M-13,686↓ DEC
CIBC WORLD MARKET INC.CIK 0001421224
1,189,057$16.93M+7,326↑ INC
MENDON CAPITAL ADVISORS CORPCIK 0001177043
945,241$13.39M-112,452↓ DEC
Curi Capital, LLCCIK 0001332905
805,084$11.41M+21,614↑ INC
TCW GROUP INCCIK 0000850401
711,277$10.08M+37,000↑ INC
Pembroke Management, LTDCIK 0001063497
704,776$9.99M-31,446↓ DEC
Pacific Ridge Capital Partners, LLCCIK 0001591546
590,013$8.36M+4,895↑ INC
Connor, Clark & Lunn Investment Management Ltd.CIK 0001596800
533,026$7.60M+479,921↑ INC
TD ASSET MANAGEMENT INCCIK 0001056053
440,200$6.25M+407,200↑ INC
KENNEDY CAPITAL MANAGEMENT LLCCIK 0000884589
360,159$5.10M+5,567↑ INC
WELLINGTON MANAGEMENT GROUP LLPCIK 0000902219
321,279$4.55M-148,897↓ DEC
Mudita Advisors LLPCIK 0001907809
202,925$2.88M+105,334↑ INC
TD Waterhouse Canada Inc.CIK 0001999606
186,816$2.60M+30,276↑ INC
Cox Capital Mgt LLCCIK 0001748728
181,194$2.57M+1,445↑ INC
Rosenthal | Henry Capital Advisors, Inc.CIK 0001697539
131,426$2.17M-68,800↓ DEC
NATIONAL BANK OF CANADA /FI/CIK 0000926171
145,689$2.06M+14,964↑ INC
RENAISSANCE TECHNOLOGIES LLCCIK 0001037389
112,700$1.60M+25,800↑ INC
STIFEL FINANCIAL CORPCIK 0000720672
97,917$1.39M+2,282↑ INC
MORGAN STANLEYCIK 0000895421
95,950$1.36M+58,097↑ INC
ROYAL BANK OF CANADACIK 0001000275
83,972$1.19M-9,424↓ DEC
DIMENSIONAL FUND ADVISORS LPCIK 0000354204
50,912$720.97K–no_change
BANK OF AMERICA CORP /DE/CIK 0000070858
44,428$629.54K-35,672↓ DEC
SEI INVESTMENTS COCIK 0000350894
36,578$518.31K+18,289↑ INC
MILLENNIUM MANAGEMENT LLCCIK 0001273087
35,713$506.82K-3,467↓ DEC
MARSHALL WACE, LLPCIK 0001318757
34,718$491.95K-30,221↓ DEC

Top Adds (Buyers)

FilerΔ SharesValue
Connor, Clark & Lunn Investment Management Ltd.↑ INC
+479,921$7.60M
TD ASSET MANAGEMENT INC↑ INC
+407,200$6.25M
Mudita Advisors LLP↑ INC
+105,334$2.88M
MORGAN STANLEY↑ INC
+58,097$1.36M
TCW GROUP INC↑ INC
+37,000$10.08M
TD Waterhouse Canada Inc.↑ INC
+30,276$2.60M
RENAISSANCE TECHNOLOGIES LLC↑ INC
+25,800$1.60M
Curi Capital, LLC↑ INC
+21,614$11.41M
SEI INVESTMENTS CO↑ INC
+18,289$518.31K
UBS Group AG↑ INC
+15,702$233.95K

Top Trims (Sellers)

FilerΔ SharesValue
WELLINGTON MANAGEMENT GROUP LLP↓ DEC
-148,897$4.55M
MENDON CAPITAL ADVISORS CORP↓ DEC
-112,452$13.39M
Rosenthal | Henry Capital Advisors, Inc.↓ DEC
-68,800$2.17M
ACADIAN ASSET MANAGEMENT LLC↓ DEC
-41,124$222.00
BANK OF AMERICA CORP /DE/↓ DEC
-35,672$629.54K
Pembroke Management, LTD↓ DEC
-31,446$9.99M
MARSHALL WACE, LLP↓ DEC
-30,221$491.95K
ALLIANCEBERNSTEIN L.P.↓ DEC
-13,686$44.53M
ROYAL BANK OF CANADA↓ DEC
-9,424$1.19M
GOLDMAN SACHS GROUP INC↓ DEC
-4,655$203.16K