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 |
|---|---|---|---|---|
WASATCH ADVISORS LPCIK 0000814133 | 3,844,574 | $170.16M | +30,074 | ↑ INC |
BlackRock, Inc.CIK 0002012383 | 3,699,253 | $163.73M | -331,179 | ↓ DEC |
ALTA FOX CAPITAL MANAGEMENT, LLCCIK 0001858353 | 1,924,258 | $85.17M | +481,620 | ↑ INC |
SCS Capital Management LLCCIK 0001303159 | 1,241,540 | $54.95M | – | no_change |
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119 | 1,044,813 | $46.24M | +1,044,813 | NEW |
STATE STREET CORPCIK 0000093751 | 926,725 | $41.02M | +28,888 | ↑ INC |
SCHWARTZ INVESTMENT COUNSEL INCCIK 0000909151 | 824,839 | $36.51M | -43,160 | ↓ DEC |
WESTWOOD HOLDINGS GROUP INCCIK 0001165002 | 805,546 | $35.65M | +112,269 | ↑ INC |
Divisadero Street Capital Management, LPCIK 0001901865 | 720,425 | $31.89M | +303,535 | ↑ INC |
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717 | 619,303 | $27.42M | +1,215 | ↑ INC |
VANGUARD PORTFOLIO MANAGEMENT LLCCIK 0002100121 | 488,027 | $21.60M | +488,027 | NEW |
DIMENSIONAL FUND ADVISORS LPCIK 0000354204 | 472,643 | $20.91M | +68,295 | ↑ INC |
Crawford Fund Management, LLCCIK 0001816427 | 332,051 | $14.70M | -32,200 | ↓ DEC |
NORTHERN TRUST CORPCIK 0000073124 | 252,381 | $11.17M | +5,268 | ↑ INC |
MORGAN STANLEYCIK 0000895421 | 251,357 | $11.13M | -6,955 | ↓ DEC |
CHARLES SCHWAB INVESTMENT MANAGEMENT INCCIK 0000884546 | 232,677 | $10.30M | +940 | ↑ INC |
Grantham, Mayo, Van Otterloo & Co. LLCCIK 0001352662 | 197,875 | $8.76M | +2,277 | ↑ INC |
LHM, INC.CIK 0002009224 | 190,664 | $8.44M | -8,841 | ↓ DEC |
VANGUARD FIDUCIARY TRUST COCIK 0000933478 | 175,460 | $7.77M | +175,460 | NEW |
GOLDMAN SACHS GROUP INCCIK 0000886982 | 168,575 | $7.46M | +42,887 | ↑ INC |
UBS Group AGCIK 0001610520 | 163,289 | $7.23M | +42,748 | ↑ INC |
SEI INVESTMENTS COCIK 0000350894 | 160,495 | $7.10M | -22,929 | ↓ DEC |
PRINCIPAL FINANCIAL GROUP INCCIK 0001126328 | 139,289 | $6.16M | -4,032 | ↓ DEC |
Bank of New York Mellon CorpCIK 0001390777 | 135,457 | $6.00M | -2,673 | ↓ DEC |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPCIK 0001164508 | 122,584 | $5.43M | +62,344 | ↑ INC |
| Filer | Δ Shares | Value |
|---|---|---|
VANGUARD CAPITAL MANAGEMENT LLCNEW | +1,044,813 | $46.24M |
VANGUARD PORTFOLIO MANAGEMENT LLCNEW | +488,027 | $21.60M |
ALTA FOX CAPITAL MANAGEMENT, LLC↑ INC | +481,620 | $85.17M |
Divisadero Street Capital Management, LP↑ INC | +303,535 | $31.89M |
VANGUARD FIDUCIARY TRUST CONEW | +175,460 | $7.77M |
WESTWOOD HOLDINGS GROUP INC↑ INC | +112,269 | $35.65M |
Polar Asset Management Partners Inc.↑ INC | +102,000 | $5.40M |
CAPTRUST FINANCIAL ADVISORS↑ INC | +80,155 | $3.56M |
Tenzing Global Management, LLCNEW | +75,000 | $3.32M |
DIMENSIONAL FUND ADVISORS LP↑ INC | +68,295 | $20.91M |
| Filer | Δ Shares | Value |
|---|---|---|
BlackRock, Inc.↓ DEC | -331,179 | $163.73M |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC↓ DEC | -65,991 | $4.35M |
INTECH INVESTMENT MANAGEMENT LLC↓ DEC | -45,000 | $289.37K |
SCHWARTZ INVESTMENT COUNSEL INC↓ DEC | -43,160 | $36.51M |
CITADEL ADVISORS LLC↓ DEC | -41,389 | $1.49M |
BARCLAYS PLC↓ DEC | -34,759 | $1.45M |
PRUDENTIAL FINANCIAL INC↓ DEC | -33,581 | $1.16M |
Crawford Fund Management, LLC↓ DEC | -32,200 | $14.70M |
LOS ANGELES CAPITAL MANAGEMENT LLC↓ DEC | -28,280 | $3.90K |
SEI INVESTMENTS CO↓ DEC | -22,929 | $7.10M |