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.
| Filer | Shares | Market Value | Δ Shares | Change |
|---|---|---|---|---|
DIMENSIONAL FUND ADVISORS LPCIK 0000354204 | 588,781 | $18.87M | +5,294 | ↑ INC |
BlackRock, Inc.CIK 0002012383 | 442,453 | $14.18M | -2,215 | ↓ DEC |
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119 | 278,170 | $8.92M | +278,170 | NEW |
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717 | 155,774 | $4.99M | +2,983 | ↑ INC |
STATE STREET CORPCIK 0000093751 | 107,262 | $3.44M | +6,587 | ↑ INC |
BRIDGEWAY CAPITAL MANAGEMENT, LLCCIK 0001107261 | 103,093 | $3.30M | +2,487 | ↑ INC |
Bank of New York Mellon CorpCIK 0001390777 | 74,074 | $2.37M | -825 | ↓ DEC |
North Star Investment Management Corp.CIK 0001342857 | 59,325 | $1.90M | – | no_change |
NORTHERN TRUST CORPCIK 0000073124 | 55,228 | $1.77M | +434 | ↑ INC |
ASSOCIATED BANC-CORPCIK 0000007789 | 44,694 | $1.43M | – | no_change |
VANGUARD FIDUCIARY TRUST COCIK 0000933478 | 38,621 | $1.24M | +38,621 | NEW |
VANGUARD PORTFOLIO MANAGEMENT LLCCIK 0002100121 | 35,402 | $1.13M | +35,402 | NEW |
AMG National Trust BankCIK 0001388829 | 29,755 | $953.65K | -1,259 | ↓ DEC |
MORGAN STANLEYCIK 0000895421 | 29,099 | $932.65K | -8,482 | ↓ DEC |
GOLDMAN SACHS GROUP INCCIK 0000886982 | 23,188 | $743.17K | +9,633 | ↑ INC |
RENAISSANCE TECHNOLOGIES LLCCIK 0001037389 | 22,826 | $731.57K | -1,000 | ↓ DEC |
O'SHAUGHNESSY ASSET MANAGEMENT, LLCCIK 0001423442 | 18,787 | $602.12K | +853 | ↑ INC |
CHARLES SCHWAB INVESTMENT MANAGEMENT INCCIK 0000884546 | 16,391 | $525.33K | -1,422 | ↓ DEC |
UBS Group AGCIK 0001610520 | 16,049 | $514.37K | +5,143 | ↑ INC |
STRS OHIOCIK 0000820478 | 15,300 | $490.37K | – | no_change |
FIRST BUSINESS FINANCIAL SERVICES, INC.CIK 0001521951 | 14,156 | $453.70K | – | no_change |
RITHOLTZ WEALTH MANAGEMENTCIK 0001698218 | 12,360 | $396.12K | +4,486 | ↑ INC |
Nuveen, LLCCIK 0001871926 | 11,038 | $353.77K | – | no_change |
AQR CAPITAL MANAGEMENT LLCCIK 0001167557 | 10,128 | $324.59K | +2,282 | ↑ INC |
Russell Investments Group, Ltd.CIK 0001692234 | 7,979 | $255.73K | +141 | ↑ INC |
| Filer | Δ Shares | Value |
|---|---|---|
VANGUARD CAPITAL MANAGEMENT LLCNEW | +278,170 | $8.92M |
VANGUARD FIDUCIARY TRUST CONEW | +38,621 | $1.24M |
VANGUARD PORTFOLIO MANAGEMENT LLCNEW | +35,402 | $1.13M |
GOLDMAN SACHS GROUP INC↑ INC | +9,633 | $743.17K |
MERCER GLOBAL ADVISORS INC /ADVNEW | +7,546 | $241.86K |
STATE STREET CORP↑ INC | +6,587 | $3.44M |
DIMENSIONAL FUND ADVISORS LP↑ INC | +5,294 | $18.87M |
UBS Group AG↑ INC | +5,143 | $514.37K |
RITHOLTZ WEALTH MANAGEMENT↑ INC | +4,486 | $396.12K |
LOS ANGELES CAPITAL MANAGEMENT LLC↑ INC | +3,408 | $188.07K |
| Filer | Δ Shares | Value |
|---|---|---|
MORGAN STANLEY↓ DEC | -8,482 | $932.65K |
BARCLAYS PLC↓ DEC | -8,188 | $45.73K |
JPMORGAN CHASE & CO↓ DEC | -4,565 | $80.92K |
WELLS FARGO & COMPANY/MN↓ DEC | -4,532 | $73.98K |
DEUTSCHE BANK AG\↓ DEC | -2,848 | $51.60K |
BlackRock, Inc.↓ DEC | -2,215 | $14.18M |
LSV ASSET MANAGEMENT↓ DEC | -1,913 | $35.00 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC↓ DEC | -1,422 | $525.33K |
AMG National Trust Bank↓ DEC | -1,259 | $953.65K |
RENAISSANCE TECHNOLOGIES LLC↓ DEC | -1,000 | $731.57K |