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 |
|---|---|---|---|---|
BlackRock, Inc.CIK 0002012383 | 2,444,982 | $162.84M | +202,049 | ↑ INC |
MORGAN STANLEYCIK 0000895421 | 1,429,452 | $95.20M | +29,548 | ↑ INC |
Connor, Clark & Lunn Investment Management Ltd.CIK 0001596800 | 441,917 | $29.43M | -59,945 | ↓ DEC |
Creative PlanningCIK 0001540235 | 390,676 | $26.02M | +56,441 | ↑ INC |
Quantinno Capital Management LPCIK 0001759654 | 198,920 | $13.25M | +64,055 | ↑ INC |
DONALD SMITH & CO., INC.CIK 0000814375 | 547,690 | $12.16M | +547,690 | NEW |
Vanguard Personalized Indexing Management, LLCCIK 0001767306 | 123,596 | $8.23M | +5,000 | ↑ INC |
Ethic Inc.CIK 0001780570 | 123,390 | $8.22M | -1,377 | ↓ DEC |
Vident Advisory, LLCCIK 0001744347 | 117,323 | $7.81M | +13,521 | ↑ INC |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPCIK 0001164508 | 105,375 | $7.02M | -136,535 | ↓ DEC |
Laird Norton Wetherby Trust Company, LLCCIK 0000723204 | 99,904 | $6.80M | +6,001 | ↑ INC |
O'SHAUGHNESSY ASSET MANAGEMENT, LLCCIK 0001423442 | 96,332 | $6.42M | +9,810 | ↑ INC |
DIMENSIONAL FUND ADVISORS LPCIK 0000354204 | 95,636 | $6.37M | +3,345 | ↑ INC |
B. Metzler seel. Sohn & Co. AGCIK 0001847838 | 91,906 | $6.12M | +2,025 | ↑ INC |
MILLENNIUM MANAGEMENT LLCCIK 0001273087 | 86,338 | $5.75M | +19,084 | ↑ INC |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 84,592 | $5.63M | -9,164 | ↓ DEC |
GOLDMAN SACHS GROUP INCCIK 0000886982 | 71,641 | $4.77M | +30,591 | ↑ INC |
ASSETMARK, INCCIK 0001344551 | 59,330 | $3.95M | -8,520 | ↓ DEC |
US BANCORP \DE\CIK 0000036104 | 56,379 | $3.75M | +2,910 | ↑ INC |
BNP PARIBAS FINANCIAL MARKETSCIK 0001166588 | 54,092 | $3.60M | -6,951 | ↓ DEC |
AQR CAPITAL MANAGEMENT LLCCIK 0001167557 | 52,769 | $3.51M | +4,616 | ↑ INC |
JPMORGAN CHASE & COCIK 0000019617 | 50,423 | $3.24M | -2,340 | ↓ DEC |
SIGNATUREFD, LLCCIK 0001456048 | 44,545 | $2.97M | +320 | ↑ INC |
RITHOLTZ WEALTH MANAGEMENTCIK 0001698218 | 42,001 | $2.80M | +2,449 | ↑ INC |
NORTHERN TRUST CORPCIK 0000073124 | 40,171 | $2.68M | -3,448 | ↓ DEC |
| Filer | Δ Shares | Value |
|---|---|---|
DONALD SMITH & CO., INC.NEW | +547,690 | $12.16M |
BlackRock, Inc.↑ INC | +202,049 | $162.84M |
Quantinno Capital Management LP↑ INC | +64,055 | $13.25M |
Creative Planning↑ INC | +56,441 | $26.02M |
GOLDMAN SACHS GROUP INC↑ INC | +30,591 | $4.77M |
MORGAN STANLEY↑ INC | +29,548 | $95.20M |
MILLENNIUM MANAGEMENT LLC↑ INC | +19,084 | $5.75M |
MARSHALL WACE, LLP↑ INC | +15,736 | $1.40M |
FIRST TRUST ADVISORS LP↑ INC | +15,417 | $2.19M |
Qube Research & Technologies Ltd↑ INC | +14,868 | $1.01M |
| Filer | Δ Shares | Value |
|---|---|---|
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP↓ DEC | -136,535 | $7.02M |
Connor, Clark & Lunn Investment Management Ltd.↓ DEC | -59,945 | $29.43M |
SEI INVESTMENTS CO↓ DEC | -52,656 | $340.53K |
Voleon Capital Management LP↓ DEC | -12,280 | $1.25M |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO↓ DEC | -10,231 | $1.28M |
BANK OF AMERICA CORP /DE/↓ DEC | -9,164 | $5.63M |
TWO SIGMA INVESTMENTS, LP↓ DEC | -9,129 | $350.25K |
West Family Investments, Inc.↓ DEC | -8,584 | $611.79K |
ASSETMARK, INC↓ DEC | -8,520 | $3.95M |
JANE STREET GROUP, LLC↓ DEC | -7,645 | $1.03M |