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 |
|---|---|---|---|---|
Invesco Ltd.CIK 0000914208 | 5,720,129 | $118.86M | – | no_change |
Clearbridge Investments, LLCCIK 0001348883 | 505,147 | $10.50M | – | no_change |
JPMORGAN CHASE & COCIK 0000019617 | 424,875 | $8.74M | +27,445 | ↑ INC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 309,307 | $6.43M | -3,463 | ↓ DEC |
MORGAN STANLEYCIK 0000895421 | 268,675 | $5.58M | +216,512 | ↑ INC |
FIRST TRUST ADVISORS LPCIK 0001125816 | 190,006 | $3.95M | +10,640 | ↑ INC |
Quadrant Private Wealth Management, LLCCIK 0001727454 | 162,544 | $3.38M | -1,015 | ↓ DEC |
Blackstone Inc.CIK 0001393818 | 131,598 | $2.73M | – | no_change |
LPL Financial LLCCIK 0001403438 | 122,011 | $2.54M | +2,298 | ↑ INC |
NewEdge Wealth, LLCCIK 0001861796 | 93,975 | $1.95M | +1,213 | ↑ INC |
U.S. Capital Wealth Advisors, LLCCIK 0001808915 | 80,000 | $1.66M | – | no_change |
Mariner, LLCCIK 0001373442 | 73,543 | $1.53M | -3,911 | ↓ DEC |
JANE STREET GROUP, LLCCIK 0001595888 | 64,419 | $1.34M | +47,719 | ↑ INC |
SUSQUEHANNA INTERNATIONAL GROUP, LLPCIK 0001446194 | 57,927 | $1.20M | +35,127 | ↑ INC |
STIFEL FINANCIAL CORPCIK 0000720672 | 54,284 | $1.13M | +5,514 | ↑ INC |
UBS Group AGCIK 0001610520 | 50,867 | $1.06M | +12,862 | ↑ INC |
GOLDMAN SACHS GROUP INCCIK 0000886982 | 48,927 | $1.02M | +12,295 | ↑ INC |
Bramshill Investments, LLCCIK 0001619899 | 30,383 | $631.36K | -18,208 | ↓ DEC |
Corient Private Wealth LLCCIK 0001948780 | 25,000 | $519.50K | – | no_change |
Outlook Wealth Advisors, LLCCIK 0001767151 | 22,250 | $462.36K | +9,950 | ↑ INC |
IFG Advisory, LLCCIK 0001728319 | 19,230 | $399.60K | – | no_change |
EXCHANGE TRADED CONCEPTS, LLCCIK 0001457320 | 18,870 | $392.12K | +3,180 | ↑ INC |
Sanctuary Advisors, LLCCIK 0001777271 | 17,821 | $370.32K | – | no_change |
Morton Brown Family Wealth, LLCCIK 0001909851 | 16,313 | $338.98K | – | no_change |
Apollon Wealth Management, LLCCIK 0001764387 | 16,263 | $337.94K | +188 | ↑ INC |
| Filer | Δ Shares | Value |
|---|---|---|
MORGAN STANLEY↑ INC | +216,512 | $5.58M |
HRT FINANCIAL LPNEW | +47,868 | $994.00 |
JANE STREET GROUP, LLC↑ INC | +47,719 | $1.34M |
SUSQUEHANNA INTERNATIONAL GROUP, LLP↑ INC | +35,127 | $1.20M |
ACADIAN ASSET MANAGEMENT LLC↑ INC | +33,125 | $1.53K |
JPMORGAN CHASE & CO↑ INC | +27,445 | $8.74M |
SEI INVESTMENTS CONEW | +13,402 | $278.49K |
UBS Group AG↑ INC | +12,862 | $1.06M |
GOLDMAN SACHS GROUP INC↑ INC | +12,295 | $1.02M |
FIRST TRUST ADVISORS LP↑ INC | +10,640 | $3.95M |
| Filer | Δ Shares | Value |
|---|---|---|
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.↓ DEC | -616,804 | $2.08K |
Bramshill Investments, LLC↓ DEC | -18,208 | $631.36K |
CITADEL ADVISORS LLC↓ DEC | -9,591 | $289.34K |
Mariner, LLC↓ DEC | -3,911 | $1.53M |
RAYMOND JAMES FINANCIAL INC↓ DEC | -3,463 | $6.43M |
EverSource Wealth Advisors, LLC↓ DEC | -3,445 | $272.00 |
Janney Montgomery Scott LLC↓ DEC | -1,441 | $385.00 |
WELLS FARGO & COMPANY/MN↓ DEC | -1,066 | $106.47K |
Quadrant Private Wealth Management, LLC↓ DEC | -1,015 | $3.38M |