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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

Institutions89.6%
Insiders8.8%
Institutions Count242
Institutions 89.6%Insiders 8.8%Float (Other) 1.6%
13F Filers (top 25)25Quarter 2026-03-31
Top-25 Reported Value$1.24BSum of shown holders' market value
Net Position Change10 adds · 10 trimsLargest movers this quarter

Top Holders by Value

25 shown
FilerSharesMarket ValueΔ SharesChange
FRANKLIN RESOURCES INCCIK 0000038777
10,872,399$166.35M+3,146,350↑ INC
BlackRock, Inc.CIK 0002012383
9,602,971$146.93M+427,167↑ INC
DIMENSIONAL FUND ADVISORS LPCIK 0000354204
6,550,309$100.22M+185,821↑ INC
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119
4,942,554$75.62M+4,942,554NEW
AMERICAN CENTURY COMPANIES INCCIK 0000748054
4,006,991$61.31M+183,987↑ INC
WELLINGTON MANAGEMENT GROUP LLPCIK 0000902219
3,983,077$60.94M-929,984↓ DEC
Crestview Partners II GP, L.P.CIK 0001505639
3,899,195$59.66M–no_change
DEPRINCE RACE & ZOLLO INCCIK 0001008894
3,517,163$53.81M-131,902↓ DEC
STATE STREET CORPCIK 0000093751
3,335,105$51.03M+88,588↑ INC
Encompass Capital Advisors LLCCIK 0001541901
3,085,249$47.20M-33,575↓ DEC
Merewether Investment Management, LPCIK 0001736852
2,889,000$44.20M+2,889,000NEW
Webs Creek Capital Management LPCIK 0001825309
2,578,390$39.45M-558,825↓ DEC
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717
2,507,610$38.37M+222,681↑ INC
ROYCE & ASSOCIATES LPCIK 0000906304
2,080,396$31.83M-126,348↓ DEC
Divisadero Street Capital Management, LPCIK 0001901865
1,901,651$29.10M+1,901,651NEW
ALLIANCEBERNSTEIN L.P.CIK 0001109448
2,762,210$29.06M-14,209↓ DEC
Russell Investments Group, Ltd.CIK 0001692234
1,784,537$27.30M+45,360↑ INC
CHARLES SCHWAB INVESTMENT MANAGEMENT INCCIK 0000884546
1,628,316$24.91M+91,724↑ INC
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.CIK 0001238990
1,528,895$23.39M+27,704↑ INC
VANGUARD PORTFOLIO MANAGEMENT LLCCIK 0002100121
1,482,524$22.68M+1,482,524NEW
Penn Capital Management Company, LLCCIK 0001158202
1,458,893$22.37M+307,762↑ INC
SG Capital Management LLCCIK 0001510099
1,416,967$21.68M+1,181,235↑ INC
NEW YORK STATE COMMON RETIREMENT FUNDCIK 0000810265
1,342,256$20.54M+128,137↑ INC
SYSTEMATIC FINANCIAL MANAGEMENT LPCIK 0001085936
1,296,601$19.84M-77,562↓ DEC
CITADEL ADVISORS LLCCIK 0001423053
1,185,657$18.14M+983,671↑ INC

Top Adds (Buyers)

FilerΔ SharesValue
VANGUARD CAPITAL MANAGEMENT LLCNEW
+4,942,554$75.62M
FRANKLIN RESOURCES INC↑ INC
+3,146,350$166.35M
Merewether Investment Management, LPNEW
+2,889,000$44.20M
Divisadero Street Capital Management, LPNEW
+1,901,651$29.10M
VANGUARD PORTFOLIO MANAGEMENT LLCNEW
+1,482,524$22.68M
SG Capital Management LLC↑ INC
+1,181,235$21.68M
VAN ECK ASSOCIATES CORP↑ INC
+1,061,153$49.09K
CITADEL ADVISORS LLC↑ INC
+983,671$18.14M
UBS Group AG↑ INC
+950,318$18.07M
Kailix Advisors LLCNEW
+880,230$13.16M

Top Trims (Sellers)

FilerΔ SharesValue
MILLENNIUM MANAGEMENT LLC↓ DEC
-1,317,394$1.23M
WELLINGTON MANAGEMENT GROUP LLP↓ DEC
-929,984$60.94M
Webs Creek Capital Management LP↓ DEC
-558,825$39.45M
CenterBook Partners LP↓ DEC
-222,767$2.02M
OP Asset Management Ltd↓ DEC
-163,110$838.29K
MORGAN STANLEY↓ DEC
-149,023$14.35M
JANE STREET GROUP, LLC↓ DEC
-145,241$601.29K
DEPRINCE RACE & ZOLLO INC↓ DEC
-131,902$53.81M
BARCLAYS PLC↓ DEC
-126,727$319.06K
ROYCE & ASSOCIATES LP↓ DEC
-126,348$31.83M