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 |
|---|---|---|---|---|
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119 | 198,896 | $511.16K | +198,896 | NEW |
RENAISSANCE TECHNOLOGIES LLCCIK 0001037389 | 66,052 | $169.75K | -2,600 | ↓ DEC |
Next Capital Management LLCCIK 0001752762 | 54,800 | $140.84K | – | no_change |
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717 | 36,709 | $94.38K | -1,292 | ↓ DEC |
DIMENSIONAL FUND ADVISORS LPCIK 0000354204 | 28,403 | $73.00K | -2,902 | ↓ DEC |
VANGUARD FIDUCIARY TRUST COCIK 0000933478 | 25,916 | $66.60K | +25,916 | NEW |
Teton Advisors, LLCCIK 0002086025 | 20,500 | $52.69K | – | no_change |
GABELLI FUNDS LLCCIK 0001081407 | 20,000 | $51.40K | – | no_change |
EP Wealth Advisors, LLCCIK 0001540569 | 15,792 | $40.59K | – | no_change |
Creative PlanningCIK 0001540235 | 15,611 | $40.12K | +11 | ↑ INC |
JAMES INVESTMENT RESEARCH, INC.CIK 0000810384 | 12,921 | $33.21K | – | no_change |
BlackRock, Inc.CIK 0002012383 | 11,887 | $30.55K | +975 | ↑ INC |
STATE STREET CORPCIK 0000093751 | 10,700 | $27.50K | – | no_change |
WELLS FARGO & COMPANY/MNCIK 0000072971 | 7,200 | $18.50K | -2,500 | ↓ DEC |
Steward Partners Investment Advisory, LLCCIK 0001723397 | 4,749 | $12.21K | -25 | ↓ DEC |
NATIONAL BANK OF CANADA /FI/CIK 0000926171 | 2,100 | $5.40K | – | no_change |
MORGAN STANLEYCIK 0000895421 | 1,925 | $4.95K | – | no_change |
Tower Research Capital LLC (TRC)CIK 0001533421 | 1,771 | $4.55K | +463 | ↑ INC |
UBS Group AGCIK 0001610520 | 1,520 | $3.91K | +694 | ↑ INC |
JONES FINANCIAL COMPANIES LLLPCIK 0000815917 | 1,290 | $3.24K | +100 | ↑ INC |
Allworth Financial LPCIK 0001555170 | 877 | $2.25K | -200 | ↓ DEC |
Clarity Asset Management, Inc.CIK 0001756759 | 700 | $1.80K | – | no_change |
Farther Finance Advisors, LLCCIK 0001992825 | 436 | $1.15K | – | no_change |
CWM, LLCCIK 0001535847 | 406 | $1.04K | – | no_change |
US BANCORP \DE\CIK 0000036104 | 400 | $1.03K | – | no_change |
| Filer | Δ Shares | Value |
|---|---|---|
VANGUARD CAPITAL MANAGEMENT LLCNEW | +198,896 | $511.16K |
VANGUARD FIDUCIARY TRUST CONEW | +25,916 | $66.60K |
BlackRock, Inc.↑ INC | +975 | $30.55K |
UBS Group AG↑ INC | +694 | $3.91K |
Tower Research Capital LLC (TRC)↑ INC | +463 | $4.55K |
JONES FINANCIAL COMPANIES LLLP↑ INC | +100 | $3.24K |
SBI Securities Co., Ltd.↑ INC | +28 | $416.00 |
Creative Planning↑ INC | +11 | $40.12K |
| Filer | Δ Shares | Value |
|---|---|---|
DIMENSIONAL FUND ADVISORS LP↓ DEC | -2,902 | $73.00K |
RENAISSANCE TECHNOLOGIES LLC↓ DEC | -2,600 | $169.75K |
WELLS FARGO & COMPANY/MN↓ DEC | -2,500 | $18.50K |
GEODE CAPITAL MANAGEMENT, LLC↓ DEC | -1,292 | $94.38K |
Allworth Financial LP↓ DEC | -200 | $2.25K |
OSAIC HOLDINGS, INC.↓ DEC | -200 | $257.00 |
ROYAL BANK OF CANADA↓ DEC | -100 | $1.00K |
Steward Partners Investment Advisory, LLC↓ DEC | -25 | $12.21K |