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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

Institutions53.2%
Insiders5.4%
Institutions Count225
Institutions 53.2%Insiders 5.4%Float (Other) 41.3%
13F Filers (top 25)25Quarter 2026-03-31
Top-25 Reported Value$338.76MSum of shown holders' market value
Net Position Change10 adds · 10 trimsLargest movers this quarter

Top Holders by Value

25 shown
FilerSharesMarket ValueΔ SharesChange
First Reserve GP XIII LtdCIK 0001706604
2,911,384$52.87M–no_change
BlackRock, Inc.CIK 0002012383
2,278,997$41.39M+134,773↑ INC
VANGUARD PORTFOLIO MANAGEMENT LLCCIK 0002100121
1,599,970$29.06M+1,599,970NEW
STATE STREET CORPCIK 0000093751
1,442,606$26.20M+426,635↑ INC
DIMENSIONAL FUND ADVISORS LPCIK 0000354204
1,412,165$25.65M-8,532↓ DEC
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.CIK 0001238990
1,333,720$24.22M-104,809↓ DEC
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119
1,257,792$22.84M+1,257,792NEW
AMERICAN CENTURY COMPANIES INCCIK 0000748054
1,045,365$18.98M+60,007↑ INC
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717
720,652$13.09M+17,992↑ INC
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.CIK 0001705339
692,815$12.58M+266,740↑ INC
AMERIPRISE FINANCIAL INCCIK 0000820027
481,543$8.74M+73,005↑ INC
MORGAN STANLEYCIK 0000895421
383,009$6.96M+6,524↑ INC
LEE DANNER & BASS INCCIK 0000939219
346,470$6.29M+113,000↑ INC
FIRST TRUST ADVISORS LPCIK 0001125816
337,885$6.14M+85,637↑ INC
GOLDMAN SACHS GROUP INCCIK 0000886982
319,310$5.80M+139,150↑ INC
SUSQUEHANNA INTERNATIONAL GROUP, LLPCIK 0001446194
316,288$5.74M+162,288↑ INC
GABELLI FUNDS LLCCIK 0001081407
274,804$4.99M+101,506↑ INC
NORTHERN TRUST CORPCIK 0000073124
240,508$4.37M+10,926↑ INC
CHARLES SCHWAB INVESTMENT MANAGEMENT INCCIK 0000884546
233,598$4.24M-7,841↓ DEC
JPMORGAN CHASE & COCIK 0000019617
197,952$3.65M-38,076↓ DEC
BECK MACK & OLIVER LLCCIK 0000010742
198,292$3.60M-1,881↓ DEC
VANGUARD FIDUCIARY TRUST COCIK 0000933478
182,097$3.31M+182,097NEW
Mraz, Amerine & Associates, Inc.CIK 0001542324
154,605$2.81M+10,186↑ INC
CITADEL ADVISORS LLCCIK 0001423053
148,832$2.70M+66,532↑ INC
BANK OF AMERICA CORP /DE/CIK 0000070858
140,256$2.55M+86,777↑ INC

Top Adds (Buyers)

FilerΔ SharesValue
VANGUARD PORTFOLIO MANAGEMENT LLCNEW
+1,599,970$29.06M
VANGUARD CAPITAL MANAGEMENT LLCNEW
+1,257,792$22.84M
STATE STREET CORP↑ INC
+426,635$26.20M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.↑ INC
+266,740$12.58M
VANGUARD FIDUCIARY TRUST CONEW
+182,097$3.31M
SUSQUEHANNA INTERNATIONAL GROUP, LLP↑ INC
+162,288$5.74M
GOLDMAN SACHS GROUP INC↑ INC
+139,150$5.80M
BlackRock, Inc.↑ INC
+134,773$41.39M
LEE DANNER & BASS INC↑ INC
+113,000$6.29M
Numerai GP LLC↑ INC
+111,120$2.22M

Top Trims (Sellers)

FilerΔ SharesValue
PEAK6 LLC↓ DEC
-236,068$430.57K
MILLENNIUM MANAGEMENT LLC↓ DEC
-158,166$2.48M
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.↓ DEC
-104,809$24.22M
FIRST WILSHIRE SECURITIES MANAGEMENT INC↓ DEC
-88,273$2.39M
one8zero8, LLC↓ DEC
-87,700$315.08K
WELLS FARGO & COMPANY/MN↓ DEC
-70,194$1.24M
ExodusPoint Capital Management, LP↓ DEC
-65,338$597.61K
WINTON GROUP Ltd↓ DEC
-59,176$314.17K
Engineers Gate Manager LP↓ DEC
-55,741$320.25K
BARCLAYS PLC↓ DEC
-40,300$121.36K