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 |
|---|---|---|---|---|
Bulldog Investors, LLPCIK 0001504304 | 378,412 | $2.85M | – | no_change |
JB CAPITAL PARTNERS LPCIK 0001138532 | 167,447 | $1.24M | – | no_change |
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.CIK 0001238990 | 117,950 | $886.98K | -181,245 | ↓ DEC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 105,417 | $792.74K | +751 | ↑ INC |
Legal & General Group PlcCIK 0000764068 | 93,881 | $705.99K | – | no_change |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLCCIK 0001632972 | 86,753 | $662.79K | -163,332 | ↓ DEC |
Founders Financial Alliance, LLCCIK 0001832190 | 83,017 | $624.29K | -1,107 | ↓ DEC |
MARSHALL WACE, LLPCIK 0001318757 | 69,661 | $523.85K | -31,377 | ↓ DEC |
SUSQUEHANNA INTERNATIONAL GROUP, LLPCIK 0001446194 | 51,661 | $388.49K | +16,333 | ↑ INC |
GABLES CAPITAL MANAGEMENT INC.CIK 0001740839 | 47,071 | $353.97K | -154 | ↓ DEC |
GatePass Capital, LLCCIK 0002087399 | 39,700 | $298.54K | -4,183 | ↓ DEC |
Curi Capital, LLCCIK 0001332905 | 37,800 | $284.26K | – | no_change |
Virtus Investment Advisers, LLCCIK 0000019481 | 32,830 | $246.88K | -475 | ↓ DEC |
MORGAN STANLEYCIK 0000895421 | 29,947 | $225.21K | +3,348 | ↑ INC |
XTX Topco LtdCIK 0001828301 | 25,570 | $192.29K | +14,387 | ↑ INC |
TWO SIGMA INVESTMENTS, LPCIK 0001179392 | 25,344 | $190.59K | -112,226 | ↓ DEC |
MILLENNIUM MANAGEMENT LLCCIK 0001273087 | 24,255 | $182.40K | -45,720 | ↓ DEC |
CITADEL ADVISORS LLCCIK 0001423053 | 24,200 | $181.98K | -60,354 | ↓ DEC |
Trexquant Investment LPCIK 0001633445 | 23,456 | $176.39K | +5,713 | ↑ INC |
Vident Advisory, LLCCIK 0001744347 | 23,066 | $173.46K | +23,066 | NEW |
DELTEC ASSET MANAGEMENT LLCCIK 0001269950 | 22,222 | $167.11K | – | no_change |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 21,447 | $161.28K | -410 | ↓ DEC |
Ethos Financial Group, LLCCIK 0001954242 | 12,320 | $145.75K | – | no_change |
Accordant Advisory Group IncCIK 0002013499 | 16,060 | $120.77K | – | no_change |
Marex Group LtdCIK 0001997464 | 12,722 | $95.67K | -10,681 | ↓ DEC |
| Filer | Δ Shares | Value |
|---|---|---|
Vident Advisory, LLCNEW | +23,066 | $173.46K |
SUSQUEHANNA INTERNATIONAL GROUP, LLP↑ INC | +16,333 | $388.49K |
XTX Topco Ltd↑ INC | +14,387 | $192.29K |
HRT FINANCIAL LPNEW | +10,212 | $76.00 |
Trexquant Investment LP↑ INC | +5,713 | $176.39K |
UBS Group AG↑ INC | +5,286 | $45.99K |
JPMORGAN CHASE & CO↑ INC | +3,551 | $35.63K |
MORGAN STANLEY↑ INC | +3,348 | $225.21K |
BNP PARIBAS FINANCIAL MARKETS↑ INC | +3,148 | $23.70K |
SIMPLEX TRADING, LLC↑ INC | +1,901 | $17.02K |
| Filer | Δ Shares | Value |
|---|---|---|
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.↓ DEC | -181,245 | $886.98K |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC↓ DEC | -163,332 | $662.79K |
TWO SIGMA INVESTMENTS, LP↓ DEC | -112,226 | $190.59K |
CITADEL ADVISORS LLC↓ DEC | -60,354 | $181.98K |
MILLENNIUM MANAGEMENT LLC↓ DEC | -45,720 | $182.40K |
Redhawk Wealth Advisors, Inc.↓ DEC | -32,936 | $76.73K |
MARSHALL WACE, LLP↓ DEC | -31,377 | $523.85K |
Marex Group Ltd↓ DEC | -10,681 | $95.67K |
GatePass Capital, LLC↓ DEC | -4,183 | $298.54K |
Jump Financial, LLC↓ DEC | -3,000 | $79.71K |