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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

Institutions0.6%
Insiders3.2%
Institutions Count61
Institutions 0.6%Insiders 3.2%Float (Other) 96.2%
13F Filers (top 25)25Quarter 2026-03-31
Top-25 Reported Value$183.58MSum of shown holders' market value
Net Position Change10 adds · 10 trimsLargest movers this quarter

Top Holders by Value

25 shown
FilerSharesMarket ValueΔ SharesChange
WELLINGTON MANAGEMENT GROUP LLPCIK 0000902219
1,852,544$61.76M-77,846↓ DEC
FMR LLCCIK 0000315066
1,537,959$51.28M-86,143↓ DEC
LAZARD ASSET MANAGEMENT LLCCIK 0001207017
362,154$12.07M+61,626↑ INC
CENTERSQUARE INVESTMENT MANAGEMENT LLCCIK 0001725296
338,060$11.27M+7,720↑ INC
BANK OF AMERICA CORP /DE/CIK 0000070858
218,183$7.27M-64,814↓ DEC
Itau Unibanco Holding S.A.CIK 0001132597
190,366$5.80M–no_change
Grandeur Peak Global Advisors, LLCCIK 0001569137
171,762$5.73M-39,415↓ DEC
BlackRock, Inc.CIK 0002012383
157,262$5.24M–no_change
UBS Group AGCIK 0001610520
80,962$2.70M-11,027↓ DEC
SAMLYN CAPITAL, LLCCIK 0001421097
77,130$2.57M+861↑ INC
MARSHALL WACE, LLPCIK 0001318757
73,156$2.44M-627↓ DEC
M&T BANK CORPCIK 0000036270
69,572$2.32M-54↓ DEC
MORGAN STANLEYCIK 0000895421
66,878$2.23M-47,275↓ DEC
Capital International InvestorsCIK 0001562230
62,550$2.09M-1,008↓ DEC
BRANDES INVESTMENT PARTNERS, LPCIK 0001015079
52,724$1.76M+5,734↑ INC
Mariner, LLCCIK 0001373442
38,283$1.28M+1,374↑ INC
ROYAL BANK OF CANADACIK 0001000275
29,506$984.00K-9,904↓ DEC
Orion Porfolio Solutions, LLCCIK 0001360533
26,930$897.84K+5,300↑ INC
ABC ARBITRAGE SACIK 0002049221
26,559$885.48K-117,799↓ DEC
BNP PARIBAS FINANCIAL MARKETSCIK 0001166588
19,892$663.20K-876↓ DEC
Neuberger Berman Group LLCCIK 0001465109
19,727$655.39K-1,498↓ DEC
GOLDMAN SACHS GROUP INCCIK 0000886982
14,271$475.80K-6,421↓ DEC
SEI INVESTMENTS COCIK 0000350894
13,423$447.53K-100↓ DEC
ENVESTNET ASSET MANAGEMENT INCCIK 0001407543
12,076$402.61K+3,043↑ INC
QRG CAPITAL MANAGEMENT, INC.CIK 0001996454
10,944$364.89K+10,944NEW

Top Adds (Buyers)

FilerΔ SharesValue
LAZARD ASSET MANAGEMENT LLC↑ INC
+61,626$12.07M
QRG CAPITAL MANAGEMENT, INC.NEW
+10,944$364.89K
XTX Topco LtdNEW
+8,144$271.52K
CENTERSQUARE INVESTMENT MANAGEMENT LLC↑ INC
+7,720$11.27M
Brookwood Investment Group LLCNEW
+6,112$203.77K
BRANDES INVESTMENT PARTNERS, LP↑ INC
+5,734$1.76M
R Squared Ltd↑ INC
+5,600$207.71K
Orion Porfolio Solutions, LLC↑ INC
+5,300$897.84K
ENVESTNET ASSET MANAGEMENT INC↑ INC
+3,043$402.61K
Mariner, LLC↑ INC
+1,374$1.28M

Top Trims (Sellers)

FilerΔ SharesValue
ABC ARBITRAGE SA↓ DEC
-117,799$885.48K
FMR LLC↓ DEC
-86,143$51.28M
WELLINGTON MANAGEMENT GROUP LLP↓ DEC
-77,846$61.76M
BANK OF AMERICA CORP /DE/↓ DEC
-64,814$7.27M
MORGAN STANLEY↓ DEC
-47,275$2.23M
Grandeur Peak Global Advisors, LLC↓ DEC
-39,415$5.73M
CITADEL ADVISORS LLC↓ DEC
-20,611$260.72K
Acuitas Investments, LLC↓ DEC
-18,300$296.73K
UBS Group AG↓ DEC
-11,027$2.70M
ROYAL BANK OF CANADA↓ DEC
-9,904$984.00K