Institutional HoldersBeta
Who holds a company, from every 13F filed for the quarter, one row per filer exactly as filed, against the latest share count the company reported.
Top holders (11 of 11 · 268780103)
change vs 2026-03-31| # | Filer | Shares | % of class | Value | Change |
|---|---|---|---|---|---|
| 1 | Ramirez Asset Management, Inc. | 232,509 | — | $4.8M | +22,662 (+10.8%) |
| 2 | RHUMBLINE ADVISERS | 57,593 | — | $1.2M | +3,621 (+6.7%) |
| 3 | AdvisorShares Investments LLC | 54,225 | — | $1.1M | -2,957 (-5.2%) |
| 4 | GAMMA Investing LLC | 17,425 | — | $357K | +1,231 (+7.6%) |
| 5 | Sterling Capital Management LLC | 8,683 | — | $179K | +283 (+3.4%) |
| 6 | Westside Investment Management, Inc. | 1,156 | — | $24K | — |
| 7 | Salomon & Ludwin, LLC | 960 | — | $19K | -443 (-31.6%) |
| 8 | ATLAS CAPITAL ADVISORS INC. | 564 | — | $12K | NEW |
| 9 | Ascentis Wealth Management, LLC | 552 | — | $11K | — |
| 10 | PNC Financial Services Group, Inc. | 493 | — | $10K | +99 (+25.1%) |
| 11 | First Command Advisory Services, Inc. | 79 | — | $2K | +61 (+338.9%) |
Exited since 2026-03-31 (3 filers; largest 3 shown)
| YOUSIF CAPITAL MANAGEMENT, LLC | −31,549 |
| RMG Wealth Management LLC | −412 |
| HANTZ FINANCIAL SERVICES, INC. | −27 |
Large holders from 13D/13G (latest per reporting person, last 2 years)
Filed when a holder crosses 5% or changes materially, so often more current than the quarter-end 13F. Percentages are the filer's own, against the share count they used.
No structured 13D/13G filings (XML filings began Dec 2024).
Source: SEC Form 13F-HR information tables for the quarter ending 2026-06-30 (filed within 45 days of quarter end; amendments applied; values normalised to dollars), the share count from the company's latest 10-K/10-Q XBRL cover page, and Schedule 13D/13G filings. Each row is a legal 13F filer as filed — related entities (e.g. Vanguard's advisers) are not merged. Retail brokerage accounts are not reported on 13F, so the remainder is mostly retail and insiders.