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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

Institutions62.5%
Insiders6.8%
Institutions Count146
Institutions 62.5%Insiders 6.8%Float (Other) 30.6%
13F Filers (top 25)25Quarter 2026-03-31
Top-25 Reported Value$176.77MSum 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
4,622,562$42.57M-3,514↓ DEC
Forager Capital Management, LLCCIK 0001802986
2,825,871$26.03M+40,000↑ INC
GOLDMAN SACHS GROUP INCCIK 0000886982
1,421,634$13.09M-25,399↓ DEC
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119
1,303,384$12.00M+1,303,384NEW
AMERIPRISE FINANCIAL INCCIK 0000820027
898,319$8.27M+75,506↑ INC
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717
779,522$7.18M+3,160↑ INC
STATE STREET CORPCIK 0000093751
742,959$6.84M+67,769↑ INC
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPCIK 0001164508
711,186$6.55M+358,863↑ INC
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.CIK 0001238990
537,361$4.95M-133,999↓ DEC
First Eagle Investment Management, LLCCIK 0001325447
529,657$4.88M+11,500↑ INC
TOCQUEVILLE ASSET MANAGEMENT L.P.CIK 0000883961
472,100$4.35M–no_change
PANAGORA ASSET MANAGEMENT INCCIK 0000883677
472,097$4.35M+3,357↑ INC
RENAISSANCE TECHNOLOGIES LLCCIK 0001037389
442,200$4.07M+1,400↑ INC
RAFFLES ASSOCIATES LPCIK 0001169581
413,691$3.81M-4,000↓ DEC
TWO SIGMA INVESTMENTS, LPCIK 0001179392
413,394$3.81M+151,680↑ INC
BARD ASSOCIATES INCCIK 0001105907
339,941$3.13M+597↑ INC
MORGAN STANLEYCIK 0000895421
324,538$2.99M+31,767↑ INC
MARTIN & CO INC /TN/CIK 0001008868
273,001$2.51M+273,001NEW
Penbrook Management LLCCIK 0001381055
272,398$2.51M+850↑ INC
NORTHERN TRUST CORPCIK 0000073124
251,387$2.32M+2,652↑ INC
VANGUARD PORTFOLIO MANAGEMENT LLCCIK 0002100121
243,023$2.24M+243,023NEW
VANGUARD FIDUCIARY TRUST COCIK 0000933478
234,252$2.16M+234,252NEW
RICE HALL JAMES & ASSOCIATES, LLCCIK 0001230765
230,382$2.12M–no_change
Creative PlanningCIK 0001540235
220,402$2.03M+220,228↑ INC
UBS Group AGCIK 0001610520
217,808$2.01M+131,609↑ INC

Top Adds (Buyers)

FilerΔ SharesValue
VANGUARD CAPITAL MANAGEMENT LLCNEW
+1,303,384$12.00M
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP↑ INC
+358,863$6.55M
MARTIN & CO INC /TN/NEW
+273,001$2.51M
VANGUARD PORTFOLIO MANAGEMENT LLCNEW
+243,023$2.24M
VANGUARD FIDUCIARY TRUST CONEW
+234,252$2.16M
Creative Planning↑ INC
+220,228$2.03M
Hillsdale Investment Management Inc.↑ INC
+198,419$1.83M
TWO SIGMA INVESTMENTS, LP↑ INC
+151,680$3.81M
Numerai GP LLCNEW
+140,443$1.29M
ACADIAN ASSET MANAGEMENT LLC↑ INC
+132,045$1.52K

Top Trims (Sellers)

FilerΔ SharesValue
Qube Research & Technologies Ltd↓ DEC
-207,536$424.36K
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.↓ DEC
-133,999$4.95M
Rothschild Wealth LLC↓ DEC
-97,815$297.35K
BARCLAYS PLC↓ DEC
-59,482$665.67K
CITADEL ADVISORS LLC↓ DEC
-48,753$108.03K
HSBC HOLDINGS PLC↓ DEC
-47,686$517.48K
JPMORGAN CHASE & CO↓ DEC
-40,498$1.07M
LPL Financial LLC↓ DEC
-36,500$356.33K
MARSHALL WACE, LLP↓ DEC
-30,913$148.11K
GOLDMAN SACHS GROUP INC↓ DEC
-25,399$13.09M