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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

Institutions54.0%
Insiders0.0%
Institutions Count158
Institutions 54.0%Insiders 0.0%Float (Other) 46.0%
13F Filers (top 25)25Quarter 2026-03-31
Top-25 Reported Value$895.48MSum of shown holders' market value
Net Position Change10 adds · 10 trimsLargest movers this quarter

Top Holders by Value

25 shown
FilerSharesMarket ValueΔ SharesChange
MORGAN STANLEYCIK 0000895421
5,870,244$80.89M+1,841,811↑ INC
AMERIPRISE FINANCIAL INCCIK 0000820027
5,232,096$72.10M-2,965,410↓ DEC
MILLENNIUM MANAGEMENT LLCCIK 0001273087
5,072,999$69.82M-369,279↓ DEC
DIMENSIONAL FUND ADVISORS LPCIK 0000354204
4,870,457$67.11M+1,487,870↑ INC
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119
4,389,986$60.49M+4,389,986NEW
MACKENZIE FINANCIAL CORPCIK 0000919859
4,368,356$60.19M+1,194,095↑ INC
AMERICAN CENTURY COMPANIES INCCIK 0000748054
4,081,222$56.24M+154,556↑ INC
UBS Group AGCIK 0001610520
3,213,391$44.28M-2,379,499↓ DEC
LM Asset Management Inc.CIK 0002057190
3,157,600$43.43M-615,000↓ DEC
AEGIS FINANCIAL CORPCIK 0001140753
2,560,428$35.18M+1,239,936↑ INC
OPPENHEIMER & CO INCCIK 0000822581
2,359,218$32.51M+2,040,769↑ INC
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPCIK 0001164508
2,259,794$31.14M+1,916,994↑ INC
BANK OF NOVA SCOTIACIK 0000009631
1,706,052$23.50M-560,353↓ DEC
NATIONAL BANK OF CANADA /FI/CIK 0000926171
1,664,171$22.87M-137,285↓ DEC
BANK OF MONTREAL /CAN/CIK 0000927971
1,586,008$21.86M+836,327↑ INC
LAZARD ASSET MANAGEMENT LLCCIK 0001207017
1,513,981$20.87M+1,495,008↑ INC
INTACT INVESTMENT MANAGEMENT INC.CIK 0001443077
1,466,800$20.21M+377,700↑ INC
CITADEL ADVISORS LLCCIK 0001423053
1,411,069$19.44M-338,414↓ DEC
Connor, Clark & Lunn Investment Management Ltd.CIK 0001596800
1,351,356$18.63M+499,221↑ INC
VANGUARD FIDUCIARY TRUST COCIK 0000933478
1,344,703$18.53M+1,344,703NEW
TWO SIGMA INVESTMENTS, LPCIK 0001179392
1,296,543$17.87M-72,684↓ DEC
JPMORGAN CHASE & COCIK 0000019617
1,107,156$15.07M+507,485↑ INC
TD ASSET MANAGEMENT INCCIK 0001056053
1,092,416$15.01M+602,561↑ INC
JANE STREET GROUP, LLCCIK 0001595888
1,044,953$14.40M+336,557↑ INC
CHARLES SCHWAB INVESTMENT MANAGEMENT INCCIK 0000884546
1,008,072$13.85M+64,172↑ INC

Top Adds (Buyers)

FilerΔ SharesValue
VANGUARD CAPITAL MANAGEMENT LLCNEW
+4,389,986$60.49M
OPPENHEIMER & CO INC↑ INC
+2,040,769$32.51M
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP↑ INC
+1,916,994$31.14M
MORGAN STANLEY↑ INC
+1,841,811$80.89M
LAZARD ASSET MANAGEMENT LLC↑ INC
+1,495,008$20.87M
DIMENSIONAL FUND ADVISORS LP↑ INC
+1,487,870$67.11M
VANGUARD FIDUCIARY TRUST CONEW
+1,344,703$18.53M
AEGIS FINANCIAL CORP↑ INC
+1,239,936$35.18M
MACKENZIE FINANCIAL CORP↑ INC
+1,194,095$60.19M
Vanguard Global Advisers, LLCNEW
+943,454$13.00M

Top Trims (Sellers)

FilerΔ SharesValue
AMERIPRISE FINANCIAL INC↓ DEC
-2,965,410$72.10M
SIG North Trading, ULC↓ DEC
-2,946,305$13.27M
UBS Group AG↓ DEC
-2,379,499$44.28M
BANK OF AMERICA CORP /DE/↓ DEC
-791,350$9.72M
LM Asset Management Inc.↓ DEC
-615,000$43.43M
Alberta Investment Management Corp↓ DEC
-596,527$564.73K
SUSQUEHANNA INTERNATIONAL GROUP, LLP↓ DEC
-575,783$5.03M
BANK OF NOVA SCOTIA↓ DEC
-560,353$23.50M
MILLENNIUM MANAGEMENT LLC↓ DEC
-369,279$69.82M
Quadrature Capital Ltd↓ DEC
-342,678$1.84M