Stockfacts
Use CasesDocsPricing
Log inSign up free
OverviewFinancialsTrendsTranscriptsOptionsInstitutionsInsidersCorporate ActionsSEC Filings
Stockfacts

EOD US-equity data for investors and AI agents

Data is end-of-day, not real-time, and not investment advice

Use CasesDashboard

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

Institutions48.0%
Insiders5.1%
Institutions Count108
Institutions 48.0%Insiders 5.1%Float (Other) 46.9%
13F Filers (top 25)25Quarter 2026-03-31
Top-25 Reported Value$176.82MSum of shown holders' market value
Net Position Change10 adds · 10 trimsLargest movers this quarter

Top Holders by Value

25 shown
FilerSharesMarket ValueΔ SharesChange
FMR LLCCIK 0000315066
1,443,571$34.34M-151↓ DEC
BlackRock, Inc.CIK 0002012383
1,177,000$28.00M-13,627↓ DEC
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119
701,072$16.68M+701,072NEW
DIMENSIONAL FUND ADVISORS LPCIK 0000354204
651,924$15.51M-1,764↓ DEC
WEST BANCORPORATION INCCIK 0001166928
418,161$9.95M-3,400↓ DEC
Aptus Capital Advisors, LLCCIK 0001664193
408,568$9.72M+4,141↑ INC
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717
364,507$8.67M+4,001↑ INC
STATE STREET CORPCIK 0000093751
342,166$8.14M-12,216↓ DEC
AMERICAN CENTURY COMPANIES INCCIK 0000748054
266,657$6.34M+87,672↑ INC
Legacy Bridge, LLCCIK 0001689144
245,801$5.85M-8,600↓ DEC
Rhino Investment Partners, IncCIK 0001828776
224,038$5.33M-2,838↓ DEC
RENAISSANCE TECHNOLOGIES LLCCIK 0001037389
182,452$4.34M-5,000↓ DEC
MORGAN STANLEYCIK 0000895421
171,360$4.08M-14,854↓ DEC
NORTHERN TRUST CORPCIK 0000073124
119,552$2.84M+9,185↑ INC
VANGUARD FIDUCIARY TRUST COCIK 0000933478
96,495$2.30M+96,495NEW
Bank of New York Mellon CorpCIK 0001390777
89,977$2.14M-2,071↓ DEC
VANGUARD PORTFOLIO MANAGEMENT LLCCIK 0002100121
87,604$2.08M+87,604NEW
TWO SIGMA INVESTMENTS, LPCIK 0001179392
85,979$2.05M+36,553↑ INC
CITADEL ADVISORS LLCCIK 0001423053
70,370$1.67M+20,496↑ INC
GOLDMAN SACHS GROUP INCCIK 0000886982
59,927$1.43M+14,507↑ INC
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPCIK 0001164508
57,759$1.37M-896↓ DEC
UBS Group AGCIK 0001610520
57,707$1.37M-7,819↓ DEC
CHARLES SCHWAB INVESTMENT MANAGEMENT INCCIK 0000884546
39,872$948.55K-4,458↓ DEC
Basepoint Wealth LLCCIK 0002088236
35,285$839.43K-633↓ DEC
Quantinno Capital Management LPCIK 0001759654
34,480$820.28K+7,702↑ INC

Top Adds (Buyers)

FilerΔ SharesValue
VANGUARD CAPITAL MANAGEMENT LLCNEW
+701,072$16.68M
VANGUARD FIDUCIARY TRUST CONEW
+96,495$2.30M
AMERICAN CENTURY COMPANIES INC↑ INC
+87,672$6.34M
VANGUARD PORTFOLIO MANAGEMENT LLCNEW
+87,604$2.08M
TWO SIGMA INVESTMENTS, LP↑ INC
+36,553$2.05M
CITADEL ADVISORS LLC↑ INC
+20,496$1.67M
GOLDMAN SACHS GROUP INC↑ INC
+14,507$1.43M
Creative PlanningNEW
+9,326$221.87K
NORTHERN TRUST CORP↑ INC
+9,185$2.84M
JONES FINANCIAL COMPANIES LLLP↑ INC
+7,782$271.72K

Top Trims (Sellers)

FilerΔ SharesValue
BARCLAYS PLC↓ DEC
-17,550$209.14K
MORGAN STANLEY↓ DEC
-14,854$4.08M
BlackRock, Inc.↓ DEC
-13,627$28.00M
STATE STREET CORP↓ DEC
-12,216$8.14M
MARSHALL WACE, LLP↓ DEC
-11,909$614.26K
WELLS FARGO & COMPANY/MN↓ DEC
-11,210$199.11K
Squarepoint Ops LLC↓ DEC
-11,177$201.29K
SUSQUEHANNA INTERNATIONAL GROUP, LLP↓ DEC
-10,758$211.23K
Legacy Bridge, LLC↓ DEC
-8,600$5.85M
UBS Group AG↓ DEC
-7,819$1.37M