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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

Institutions83.6%
Insiders0.4%
Institutions Count446
Institutions 83.6%Insiders 0.4%Float (Other) 16.0%
13F Filers (top 25)25Quarter 2026-03-31
Top-25 Reported Value$6.00BSum of shown holders' market value
Net Position Change10 adds · 10 trimsLargest movers this quarter

Top Holders by Value

25 shown
FilerSharesMarket ValueΔ SharesChange
BlackRock, Inc.CIK 0002012383
44,478,541$1.24B+398,021↑ INC
VANGUARD PORTFOLIO MANAGEMENT LLCCIK 0002100121
28,684,978$800.88M+28,684,978NEW
PRINCIPAL FINANCIAL GROUP INCCIK 0001126328
18,937,398$528.74M+3,126,434↑ INC
STATE STREET CORPCIK 0000093751
16,218,219$452.81M-2,239,922↓ DEC
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119
14,626,232$408.36M+14,626,232NEW
FMR LLCCIK 0000315066
9,290,625$259.39M+163,617↑ INC
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717
7,551,874$210.89M+196,114↑ INC
JPMORGAN CHASE & COCIK 0000019617
6,636,510$185.36M-71,761↓ DEC
CENTERSQUARE INVESTMENT MANAGEMENT LLCCIK 0001725296
5,969,032$166.66M-166,326↓ DEC
CHARLES SCHWAB INVESTMENT MANAGEMENT INCCIK 0000884546
5,090,967$142.14M+305,532↑ INC
UBS Group AGCIK 0001610520
5,032,699$140.51M+4,017,895↑ INC
DIMENSIONAL FUND ADVISORS LPCIK 0000354204
4,911,265$137.12M-19,564↓ DEC
AQR CAPITAL MANAGEMENT LLCCIK 0001167557
4,807,501$134.23M+1,694,877↑ INC
DUFF & PHELPS INVESTMENT MANAGEMENT COCIK 0000765443
4,576,997$127.79M+20,600↑ INC
GOLDMAN SACHS GROUP INCCIK 0000886982
4,149,029$115.84M+856,427↑ INC
BANK OF MONTREAL /CAN/CIK 0000927971
4,010,765$111.98M-589,085↓ DEC
Invesco Ltd.CIK 0000914208
3,942,563$110.08M-2,219,083↓ DEC
Nuveen, LLCCIK 0001871926
3,774,043$105.37M+383,482↑ INC
LASALLE INVESTMENT MANAGEMENT SECURITIES LLCCIK 0001085601
3,633,873$101.46M+577,750↑ INC
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPCIK 0001164508
3,544,892$98.97M+1,608,934↑ INC
NORTHERN TRUST CORPCIK 0000073124
3,390,893$94.67M-389,335↓ DEC
CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLCCIK 0001033984
3,251,430$90.78M-1,598,741↓ DEC
CI INVESTMENTS INC.CIK 0001163648
2,959,426$82.63M+496,037↑ INC
MASSACHUSETTS FINANCIAL SERVICES CO /MA/CIK 0000912938
2,610,155$78.37M-194,870↓ DEC
Bank of New York Mellon CorpCIK 0001390777
2,785,688$77.78M-197,397↓ DEC

Top Adds (Buyers)

FilerΔ SharesValue
VANGUARD PORTFOLIO MANAGEMENT LLCNEW
+28,684,978$800.88M
VANGUARD CAPITAL MANAGEMENT LLCNEW
+14,626,232$408.36M
UBS Group AG↑ INC
+4,017,895$140.51M
PRINCIPAL FINANCIAL GROUP INC↑ INC
+3,126,434$528.74M
Qube Research & Technologies Ltd↑ INC
+2,293,320$67.44M
VANGUARD FIDUCIARY TRUST CONEW
+2,027,702$56.61M
AQR CAPITAL MANAGEMENT LLC↑ INC
+1,694,877$134.23M
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP↑ INC
+1,608,934$98.97M
Prana Capital Management, LPNEW
+1,053,597$29.42M
GOLDMAN SACHS GROUP INC↑ INC
+856,427$115.84M

Top Trims (Sellers)

FilerΔ SharesValue
COHEN & STEERS, INC.↓ DEC
-8,159,162$68.00
STATE STREET CORP↓ DEC
-2,239,922$452.81M
Invesco Ltd.↓ DEC
-2,219,083$110.08M
M&T BANK CORP↓ DEC
-1,736,316$1.07M
CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC↓ DEC
-1,598,741$90.78M
Freestone Grove Partners LP↓ DEC
-1,114,126$1.01M
Engineers Gate Manager LP↓ DEC
-1,074,232$2.62M
Clearbridge Investments, LLC↓ DEC
-909,303$44.04M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC↓ DEC
-852,677$60.10M
Woodline Partners LP↓ DEC
-751,778$27.95M