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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

Institutions40.9%
Insiders18.5%
Institutions Count72
Institutions 40.9%Insiders 18.5%Float (Other) 40.5%
13F Filers (top 25)25Quarter 2026-03-31
Top-25 Reported Value$34.71MSum of shown holders' market value
Net Position Change10 adds · 10 trimsLargest movers this quarter

Top Holders by Value

25 shown
FilerSharesMarket ValueΔ SharesChange
Minerva Advisors LLCCIK 0001541536
1,517,452$9.29M+69,254↑ INC
DIMENSIONAL FUND ADVISORS LPCIK 0000354204
684,378$4.19M-69,519↓ DEC
BlackRock, Inc.CIK 0002012383
638,361$3.91M-8,054↓ DEC
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119
547,474$3.35M+547,474NEW
AMERICAN CENTURY COMPANIES INCCIK 0000748054
455,666$2.79M-53,923↓ DEC
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717
276,232$1.69M+10,678↑ INC
UBS Group AGCIK 0001610520
236,337$1.45M+140,529↑ INC
RENAISSANCE TECHNOLOGIES LLCCIK 0001037389
209,111$1.28M-6,700↓ DEC
STATE STREET CORPCIK 0000093751
184,542$1.13M+1,570↑ INC
Bank of New York Mellon CorpCIK 0001390777
129,792$794.33K+1,038↑ INC
BRIDGEWAY CAPITAL MANAGEMENT, LLCCIK 0001107261
96,926$593.19K+1,869↑ INC
NORTHERN TRUST CORPCIK 0000073124
90,233$552.23K+6,020↑ INC
VANGUARD FIDUCIARY TRUST COCIK 0000933478
69,747$426.85K+69,747NEW
GOLDMAN SACHS GROUP INCCIK 0000886982
68,204$417.41K+16,342↑ INC
VANGUARD PORTFOLIO MANAGEMENT LLCCIK 0002100121
64,929$397.37K+64,929NEW
Nuveen, LLCCIK 0001871926
50,582$309.56K+619↑ INC
AQR CAPITAL MANAGEMENT LLCCIK 0001167557
49,805$304.81K-38,138↓ DEC
TWO SIGMA INVESTMENTS, LPCIK 0001179392
49,136$300.71K+28,313↑ INC
Koss-Olinger Consulting, LLCCIK 0001861163
48,268$295.40K-3,572↓ DEC
Qube Research & Technologies LtdCIK 0001729829
45,066$275.80K-27,251↓ DEC
Trexquant Investment LPCIK 0001633445
37,325$228.43K-15,820↓ DEC
CHARLES SCHWAB INVESTMENT MANAGEMENT INCCIK 0000884546
36,887$225.75K-3,517↓ DEC
Park Edge Advisors, LLCCIK 0001965659
29,119$178.21K+11,019↑ INC
KTF INVESTMENTS, LLCCIK 0002099997
28,070$171.79K–no_change
AMERIPRISE FINANCIAL INCCIK 0000820027
26,566$162.59K-625↓ DEC

Top Adds (Buyers)

FilerΔ SharesValue
VANGUARD CAPITAL MANAGEMENT LLCNEW
+547,474$3.35M
UBS Group AG↑ INC
+140,529$1.45M
VANGUARD FIDUCIARY TRUST CONEW
+69,747$426.85K
Minerva Advisors LLC↑ INC
+69,254$9.29M
VANGUARD PORTFOLIO MANAGEMENT LLCNEW
+64,929$397.37K
TWO SIGMA INVESTMENTS, LP↑ INC
+28,313$300.71K
GOLDMAN SACHS GROUP INC↑ INC
+16,342$417.41K
Park Edge Advisors, LLC↑ INC
+11,019$178.21K
GEODE CAPITAL MANAGEMENT, LLC↑ INC
+10,678$1.69M
NORTHERN TRUST CORP↑ INC
+6,020$552.23K

Top Trims (Sellers)

FilerΔ SharesValue
DIMENSIONAL FUND ADVISORS LP↓ DEC
-69,519$4.19M
AMERICAN CENTURY COMPANIES INC↓ DEC
-53,923$2.79M
AQR CAPITAL MANAGEMENT LLC↓ DEC
-38,138$304.81K
Qube Research & Technologies Ltd↓ DEC
-27,251$275.80K
MORGAN STANLEY↓ DEC
-25,869$68.63K
WELLS FARGO & COMPANY/MN↓ DEC
-24,499$26.18K
ACADIAN ASSET MANAGEMENT LLC↓ DEC
-22,186$2.25K
D.A. DAVIDSON & CO.↓ DEC
-19,900$93.02K
JPMORGAN CHASE & CO↓ DEC
-17,620$29.78K
Trexquant Investment LP↓ DEC
-15,820$228.43K