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 |
|---|---|---|---|---|
Bain Capital Credit, LPCIK 0001317947 | 11,822,433 | $146.60M | – | no_change |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 2,737,475 | $33.94M | -465,464 | ↓ DEC |
TWO SIGMA INVESTMENTS, LPCIK 0001179392 | 1,514,955 | $18.79M | +884,972 | ↑ INC |
UBS Group AGCIK 0001610520 | 1,404,548 | $17.42M | -202,662 | ↓ DEC |
DIMENSION CAPITAL MANAGEMENT LLCCIK 0001041773 | 1,224,490 | $15.18M | +413,805 | ↑ INC |
PANORAMIC INVESTMENT ADVISORS, LLCCIK 0001967332 | 1,163,189 | $14.42M | +1,163,189 | NEW |
Melia Wealth LLCCIK 0001964047 | 1,163,088 | $14.42M | +28,877 | ↑ INC |
MORGAN STANLEYCIK 0000895421 | 1,146,133 | $14.21M | +103,299 | ↑ INC |
Muzinich & Co., Inc.CIK 0001618824 | 801,257 | $9.94M | +17,110 | ↑ INC |
Sumitomo Mitsui Trust Group, Inc.CIK 0001475365 | 601,097 | $7.45M | – | no_change |
FRANKLIN RESOURCES INCCIK 0000038777 | 585,999 | $7.27M | +80,062 | ↑ INC |
Russell Investments Group, Ltd.CIK 0001692234 | 532,532 | $6.60M | +353,308 | ↑ INC |
Legal & General Group PlcCIK 0000764068 | 500,213 | $6.20M | +38,363 | ↑ INC |
HighTower Advisors, LLCCIK 0001462245 | 373,972 | $4.64M | +305,154 | ↑ INC |
Hennion & Walsh Asset Management, Inc.CIK 0001861642 | 355,903 | $4.41M | -46,560 | ↓ DEC |
North Ground CapitalCIK 0002055446 | 333,982 | $4.14M | -292,532 | ↓ DEC |
Advisors Asset Management, Inc.CIK 0001297376 | 234,117 | $2.90M | +9,760 | ↑ INC |
Arax Advisory PartnersCIK 0001586767 | 230,050 | $2.85M | +225,050 | ↑ INC |
BlackRock, Inc.CIK 0002012383 | 204,910 | $2.54M | -163,546 | ↓ DEC |
JANE STREET GROUP, LLCCIK 0001595888 | 167,501 | $2.08M | +56,500 | ↑ INC |
Texas Yale Capital Corp.CIK 0001332342 | 163,552 | $2.03M | +4,080 | ↑ INC |
Mariner, LLCCIK 0001373442 | 160,671 | $1.99M | -3,910 | ↓ DEC |
Trexquant Investment LPCIK 0001633445 | 138,994 | $1.72M | +36,097 | ↑ INC |
Rockefeller Capital Management L.P.CIK 0001739439 | 135,793 | $1.68M | -372,218 | ↓ DEC |
HAGER INVESTMENT MANAGEMENT SERVICES, LLCCIK 0002026645 | 127,430 | $1.58M | -46,785 | ↓ DEC |
| Filer | Δ Shares | Value |
|---|---|---|
PANORAMIC INVESTMENT ADVISORS, LLCNEW | +1,163,189 | $14.42M |
TWO SIGMA INVESTMENTS, LP↑ INC | +884,972 | $18.79M |
DIMENSION CAPITAL MANAGEMENT LLC↑ INC | +413,805 | $15.18M |
Russell Investments Group, Ltd.↑ INC | +353,308 | $6.60M |
HighTower Advisors, LLC↑ INC | +305,154 | $4.64M |
Arax Advisory Partners↑ INC | +225,050 | $2.85M |
MORGAN STANLEY↑ INC | +103,299 | $14.21M |
Cerberus Capital Management, L.P.NEW | +85,000 | $1.05M |
FRANKLIN RESOURCES INC↑ INC | +80,062 | $7.27M |
JANE STREET GROUP, LLC↑ INC | +56,500 | $2.08M |
| Filer | Δ Shares | Value |
|---|---|---|
BANK OF AMERICA CORP /DE/↓ DEC | -465,464 | $33.94M |
MILLENNIUM MANAGEMENT LLC↓ DEC | -402,482 | $224.63K |
Rockefeller Capital Management L.P.↓ DEC | -372,218 | $1.68M |
Closed-End Fund Advisors, Inc.↓ DEC | -346,708 | $943.66K |
North Ground Capital↓ DEC | -292,532 | $4.14M |
VAN ECK ASSOCIATES CORP↓ DEC | -248,939 | $13.94K |
Alpine Global Management, LLC↓ DEC | -206,257 | $1.26M |
UBS Group AG↓ DEC | -202,662 | $17.42M |
BlackRock, Inc.↓ DEC | -163,546 | $2.54M |
ROYAL BANK OF CANADA↓ DEC | -69,678 | $938.00K |