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 |
|---|---|---|---|---|
ALLIANZ SECIK 0001127508 | 21,707,214 | $78.58M | +865,344 | ↑ INC |
BlackRock, Inc.CIK 0002012383 | 2,646,924 | $9.58M | -38,857 | ↓ DEC |
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119 | 1,637,567 | $5.93M | +1,637,567 | NEW |
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717 | 1,147,272 | $4.15M | +16,568 | ↑ INC |
STATE STREET CORPCIK 0000093751 | 835,708 | $3.03M | +59,450 | ↑ INC |
AlTi Global, Inc.CIK 0001838615 | 773,167 | $2.81M | -7 | ↓ DEC |
Yorkville Advisors Global, LPCIK 0001838613 | 773,000 | $2.80M | +123,801 | ↑ INC |
BOKF, NACIK 0000009634 | 357,536 | $1.29M | -29,795 | ↓ DEC |
CHARLES SCHWAB INVESTMENT MANAGEMENT INCCIK 0000884546 | 346,990 | $1.26M | -9,273 | ↓ DEC |
NORTHERN TRUST CORPCIK 0000073124 | 330,717 | $1.20M | +11,166 | ↑ INC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 304,332 | $1.10M | +121,180 | ↑ INC |
VANGUARD FIDUCIARY TRUST COCIK 0000933478 | 283,386 | $1.03M | +283,386 | NEW |
VANGUARD PORTFOLIO MANAGEMENT LLCCIK 0002100121 | 249,485 | $903.14K | +249,485 | NEW |
ARP Global Capital LtdCIK 0002074760 | 225,100 | $814.86K | +225,100 | NEW |
BlueCrest Capital Management LtdCIK 0001610880 | 198,947 | $720.19K | +198,947 | NEW |
UBS Group AGCIK 0001610520 | 169,298 | $612.86K | -20,480 | ↓ DEC |
NewEdge Wealth, LLCCIK 0001861796 | 122,390 | $443.05K | +2,500 | ↑ INC |
EverSource Wealth Advisors, LLCCIK 0001710537 | 21,757 | $438.81K | +21,628 | ↑ INC |
Summit Trail Advisors, LLCCIK 0001698478 | 101,039 | $365.76K | – | no_change |
GOLDMAN SACHS GROUP INCCIK 0000886982 | 99,563 | $360.42K | +35,856 | ↑ INC |
Bank of New York Mellon CorpCIK 0001390777 | 98,806 | $357.68K | -371 | ↓ DEC |
DIMENSIONAL FUND ADVISORS LPCIK 0000354204 | 97,681 | $353.56K | +30,878 | ↑ INC |
Permanens Capital L.P.CIK 0001599637 | 82,581 | $298.94K | +4,764 | ↑ INC |
MORGAN STANLEYCIK 0000895421 | 68,571 | $248.23K | -16,424 | ↓ DEC |
AQR CAPITAL MANAGEMENT LLCCIK 0001167557 | 60,321 | $218.36K | +22,897 | ↑ INC |
| Filer | Δ Shares | Value |
|---|---|---|
VANGUARD CAPITAL MANAGEMENT LLCNEW | +1,637,567 | $5.93M |
ALLIANZ SE↑ INC | +865,344 | $78.58M |
VANGUARD FIDUCIARY TRUST CONEW | +283,386 | $1.03M |
VANGUARD PORTFOLIO MANAGEMENT LLCNEW | +249,485 | $903.14K |
ARP Global Capital LtdNEW | +225,100 | $814.86K |
BlueCrest Capital Management LtdNEW | +198,947 | $720.19K |
Yorkville Advisors Global, LP↑ INC | +123,801 | $2.80M |
RAYMOND JAMES FINANCIAL INC↑ INC | +121,180 | $1.10M |
STATE STREET CORP↑ INC | +59,450 | $3.03M |
GOLDMAN SACHS GROUP INC↑ INC | +35,856 | $360.42K |
| Filer | Δ Shares | Value |
|---|---|---|
BARCLAYS PLC↓ DEC | -58,882 | $31.44K |
SUSQUEHANNA INTERNATIONAL GROUP, LLP↓ DEC | -58,648 | $196.76K |
BlackRock, Inc.↓ DEC | -38,857 | $9.58M |
WELLS FARGO & COMPANY/MN↓ DEC | -32,167 | $59.19K |
BOKF, NA↓ DEC | -29,795 | $1.29M |
JANE STREET GROUP, LLC↓ DEC | -28,972 | $92.21K |
SIMPLEX TRADING, LLC↓ DEC | -24,804 | $36.40K |
UBS Group AG↓ DEC | -20,480 | $612.86K |
MORGAN STANLEY↓ DEC | -16,424 | $248.23K |
JPMORGAN CHASE & CO↓ DEC | -12,281 | $63.30K |