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 |
|---|---|---|---|---|
BARINGS LLCCIK 0000009015 | 13,639,681 | $112.25M | – | no_change |
PRIVATE MANAGEMENT GROUP INCCIK 0001142031 | 4,300,188 | $35.39M | +534,559 | ↑ INC |
ARES MANAGEMENT LLCCIK 0001259313 | 3,630,176 | $29.88M | +40,000 | ↑ INC |
UBS Group AGCIK 0001610520 | 1,582,792 | $13.03M | +89,041 | ↑ INC |
Diameter Capital Partners LPCIK 0001727012 | 1,471,800 | $12.11M | +505,430 | ↑ INC |
MORGAN STANLEYCIK 0000895421 | 997,816 | $8.21M | +98,332 | ↑ INC |
DIMENSION CAPITAL MANAGEMENT LLCCIK 0001041773 | 985,162 | $8.11M | +226,219 | ↑ INC |
TWO SIGMA INVESTMENTS, LPCIK 0001179392 | 979,333 | $8.06M | +246,211 | ↑ INC |
FRANKLIN RESOURCES INCCIK 0000038777 | 970,764 | $7.99M | +89,718 | ↑ INC |
Focus Partners WealthCIK 0001542153 | 955,183 | $7.86M | -47,734 | ↓ DEC |
Legal & General Group PlcCIK 0000764068 | 850,977 | $7.01M | +100,245 | ↑ INC |
Russell Investments Group, Ltd.CIK 0001692234 | 847,774 | $6.98M | +546,323 | ↑ INC |
Muzinich & Co., Inc.CIK 0001618824 | 700,459 | $5.76M | +1,514 | ↑ INC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 616,756 | $5.08M | -34,466 | ↓ DEC |
Sumitomo Mitsui Trust Group, Inc.CIK 0001475365 | 577,412 | $4.75M | – | no_change |
BlackRock, Inc.CIK 0002012383 | 493,714 | $4.06M | -354,436 | ↓ DEC |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 447,627 | $3.68M | -79,288 | ↓ DEC |
Advisors Asset Management, Inc.CIK 0001297376 | 407,523 | $3.35M | +15,831 | ↑ INC |
Bulldog Investors, LLPCIK 0001504304 | 334,904 | $2.76M | +17,597 | ↑ INC |
LPL Financial LLCCIK 0001403438 | 299,794 | $2.47M | +20,468 | ↑ INC |
OSAIC HOLDINGS, INC.CIK 0001677044 | 279,838 | $2.30M | -20,946 | ↓ DEC |
GraniteShares Advisors LLCCIK 0001839545 | 268,002 | $2.21M | -30,666 | ↓ DEC |
Callodine Capital Management, LPCIK 0001741675 | 260,000 | $2.14M | -96,544 | ↓ DEC |
Financial Gravity Asset Management, Inc.CIK 0001741736 | 240,300 | $1.98M | +220,539 | ↑ INC |
Neuberger Berman Group LLCCIK 0001465109 | 226,950 | $1.87M | -5,692 | ↓ DEC |
| Filer | Δ Shares | Value |
|---|---|---|
Russell Investments Group, Ltd.↑ INC | +546,323 | $6.98M |
PRIVATE MANAGEMENT GROUP INC↑ INC | +534,559 | $35.39M |
Diameter Capital Partners LP↑ INC | +505,430 | $12.11M |
TWO SIGMA INVESTMENTS, LP↑ INC | +246,211 | $8.06M |
DIMENSION CAPITAL MANAGEMENT LLC↑ INC | +226,219 | $8.11M |
Financial Gravity Asset Management, Inc.↑ INC | +220,539 | $1.98M |
Legal & General Group Plc↑ INC | +100,245 | $7.01M |
MORGAN STANLEY↑ INC | +98,332 | $8.21M |
FRANKLIN RESOURCES INC↑ INC | +89,718 | $7.99M |
UBS Group AG↑ INC | +89,041 | $13.03M |
| Filer | Δ Shares | Value |
|---|---|---|
VAN ECK ASSOCIATES CORP↓ DEC | -469,292 | $15.02K |
JANE STREET GROUP, LLC↓ DEC | -356,138 | $337.60K |
BlackRock, Inc.↓ DEC | -354,436 | $4.06M |
Closed-End Fund Advisors, Inc.↓ DEC | -153,600 | $327.94K |
JPMORGAN CHASE & CO↓ DEC | -128,236 | $80.98K |
Callodine Capital Management, LP↓ DEC | -96,544 | $2.14M |
BANK OF AMERICA CORP /DE/↓ DEC | -79,288 | $3.68M |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC↓ DEC | -60,416 | $749.29K |
CITIGROUP INC↓ DEC | -53,122 | $107.00 |
Focus Partners Wealth↓ DEC | -47,734 | $7.86M |