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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

Institutions59.9%
Insiders0.0%
Institutions Count402
Institutions 59.9%Insiders 0.0%Float (Other) 40.1%
13F Filers (top 25)25Quarter 2026-03-31
Top-25 Reported Value$2.88BSum of shown holders' market value
Net Position Change10 adds · 10 trimsLargest movers this quarter

Top Holders by Value

25 shown
FilerSharesMarket ValueΔ SharesChange
BROOKFIELD Corp /ON/CIK 0001001085
10,094,152$402.05M–no_change
Clearbridge Investments, LLCCIK 0001348883
9,714,838$386.94M+502,963↑ INC
PARNASSUS INVESTMENTS, LLCCIK 0000948669
5,030,831$200.38M-2,118↓ DEC
CANADA PENSION PLAN INVESTMENT BOARDCIK 0001283718
4,495,997$179.08M+2,147,687↑ INC
Legal & General Group PlcCIK 0000764068
4,086,139$162.33M-74,576↓ DEC
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119
3,904,825$155.62M+3,904,825NEW
BlackRock, Inc.CIK 0002012383
3,309,635$131.82M+65,815↑ INC
Baird Financial Group, Inc.CIK 0001648711
2,995,014$119.29M+678,003↑ INC
CIBC Bancorp USA Inc.CIK 0001711924
2,837,032$112.96M-18,418↓ DEC
PRINCIPAL FINANCIAL GROUP INCCIK 0001126328
2,231,318$88.87M-2,330,036↓ DEC
MORGAN STANLEYCIK 0000895421
2,200,536$87.65M-89,057↓ DEC
GOLDMAN SACHS GROUP INCCIK 0000886982
2,157,041$85.91M+929,695↑ INC
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717
2,009,107$79.72M-77,661↓ DEC
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPCIK 0001164508
1,844,813$73.52M-436,805↓ DEC
Advisors Capital Management, LLCCIK 0001345576
1,783,858$71.05M+20,185↑ INC
BANK OF AMERICA CORP /DE/CIK 0000070858
1,726,692$68.77M-364,368↓ DEC
FMR LLCCIK 0000315066
1,691,747$67.38M+1,679,462↑ INC
STATE STREET CORPCIK 0000093751
1,392,407$55.46M-12,199↓ DEC
Robeco Schweiz AGCIK 0001418427
1,342,029$53.45M+13,558↑ INC
ROYAL BANK OF CANADACIK 0001000275
1,341,387$53.43M+89,430↑ INC
TD Waterhouse Canada Inc.CIK 0001999606
1,294,465$50.90M+61,957↑ INC
Gotham Asset Management, LLCCIK 0001510387
1,276,512$50.84M-10,790↓ DEC
Epoch Investment Partners, Inc.CIK 0001305841
1,264,009$50.35M+3,600↑ INC
VANGUARD FIDUCIARY TRUST COCIK 0000933478
1,202,179$47.91M+1,202,179NEW
BANK OF MONTREAL /CAN/CIK 0000927971
1,201,660$47.90M+408,292↑ INC

Top Adds (Buyers)

FilerΔ SharesValue
VANGUARD CAPITAL MANAGEMENT LLCNEW
+3,904,825$155.62M
CANADA PENSION PLAN INVESTMENT BOARD↑ INC
+2,147,687$179.08M
FMR LLC↑ INC
+1,679,462$67.38M
VANGUARD FIDUCIARY TRUST CONEW
+1,202,179$47.91M
GOLDMAN SACHS GROUP INC↑ INC
+929,695$85.91M
Vanguard Global Advisers, LLCNEW
+831,290$33.13M
Baird Financial Group, Inc.↑ INC
+678,003$119.29M
Invesco Ltd.↑ INC
+521,071$40.68M
Clearbridge Investments, LLC↑ INC
+502,963$386.94M
BANK OF MONTREAL /CAN/↑ INC
+408,292$47.90M

Top Trims (Sellers)

FilerΔ SharesValue
PRINCIPAL FINANCIAL GROUP INC↓ DEC
-2,330,036$88.87M
UBS Group AG↓ DEC
-1,352,863$17.90M
WELLINGTON MANAGEMENT GROUP LLP↓ DEC
-580,160$972.06K
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP↓ DEC
-436,805$73.52M
Cannell & Spears LLC↓ DEC
-386,075$7.01M
BANK OF AMERICA CORP /DE/↓ DEC
-364,368$68.77M
CITADEL ADVISORS LLC↓ DEC
-272,976$5.52M
VOLORIDGE INVESTMENT MANAGEMENT, LLC↓ DEC
-244,085$15.70M
SCOTIA CAPITAL INC.↓ DEC
-222,684$43.70M
BAILLIE GIFFORD & CO↓ DEC
-188,290$8.95M