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 |
|---|---|---|---|---|
Creative PlanningCIK 0001540235 | 3,231,986 | $35.36M | -234,044 | ↓ DEC |
MORGAN STANLEYCIK 0000895421 | 2,634,781 | $28.82M | +60,137 | ↑ INC |
CHOREO, LLCCIK 0001679031 | 1,388,224 | $15.74M | +3,124 | ↑ INC |
Invesco Ltd.CIK 0000914208 | 1,310,823 | $14.34M | +423,167 | ↑ INC |
RIVERNORTH CAPITAL MANAGEMENT, LLCCIK 0001447578 | 1,272,507 | $13.92M | -628,221 | ↓ DEC |
UBS Group AGCIK 0001610520 | 1,236,553 | $13.53M | +374,293 | ↑ INC |
Muzinich & Co., Inc.CIK 0001618824 | 737,744 | $8.07M | +1,302 | ↑ INC |
TWO SIGMA INVESTMENTS, LPCIK 0001179392 | 630,918 | $6.90M | -106,482 | ↓ DEC |
Russell Investments Group, Ltd.CIK 0001692234 | 587,183 | $6.42M | +384,543 | ↑ INC |
Legal & General Group PlcCIK 0000764068 | 551,582 | $6.03M | +32,740 | ↑ INC |
Mariner, LLCCIK 0001373442 | 548,525 | $6.00M | +4,630 | ↑ INC |
Sumitomo Mitsui Trust Group, Inc.CIK 0001475365 | 519,735 | $5.69M | – | no_change |
TORONTO DOMINION BANKCIK 0000947263 | 450,000 | $4.92M | -50,000 | ↓ DEC |
Rockefeller Capital Management L.P.CIK 0001739439 | 447,638 | $4.90M | +19,122 | ↑ INC |
SUSQUEHANNA INTERNATIONAL GROUP, LLPCIK 0001446194 | 392,225 | $4.29M | -52,629 | ↓ DEC |
North Ground CapitalCIK 0002055446 | 387,518 | $4.24M | -524,702 | ↓ DEC |
Focus Partners WealthCIK 0001542153 | 304,864 | $3.34M | +153,115 | ↑ INC |
BlackRock, Inc.CIK 0002012383 | 283,480 | $3.10M | -210,652 | ↓ DEC |
NOVARE CAPITAL MANAGEMENT LLCCIK 0001388409 | 251,395 | $2.75M | +10,345 | ↑ INC |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 250,889 | $2.74M | -93,532 | ↓ DEC |
ARES MANAGEMENT LLCCIK 0001259313 | 240,000 | $2.63M | +184,292 | ↑ INC |
Advisors Asset Management, Inc.CIK 0001297376 | 211,322 | $2.31M | +7,597 | ↑ INC |
Cliffwater LLCCIK 0001659851 | 207,319 | $2.27M | – | no_change |
HAGER INVESTMENT MANAGEMENT SERVICES, LLCCIK 0002026645 | 200,487 | $2.19M | -23,717 | ↓ DEC |
Centiva Capital, LPCIK 0001692507 | 200,000 | $2.19M | -100,000 | ↓ DEC |
| Filer | Δ Shares | Value |
|---|---|---|
Invesco Ltd.↑ INC | +423,167 | $14.34M |
Russell Investments Group, Ltd.↑ INC | +384,543 | $6.42M |
UBS Group AG↑ INC | +374,293 | $13.53M |
ARES MANAGEMENT LLC↑ INC | +184,292 | $2.63M |
Significant Wealth Partners LLCNEW | +162,306 | $1.78M |
Arax Advisory Partners↑ INC | +155,404 | $2.08M |
Focus Partners Wealth↑ INC | +153,115 | $3.34M |
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/NEW | +146,742 | $1.61M |
MILLENNIUM MANAGEMENT LLC↑ INC | +143,433 | $1.96M |
HighTower Advisors, LLC↑ INC | +126,535 | $2.15M |
| Filer | Δ Shares | Value |
|---|---|---|
RIVERNORTH CAPITAL MANAGEMENT, LLC↓ DEC | -628,221 | $13.92M |
North Ground Capital↓ DEC | -524,702 | $4.24M |
VAN ECK ASSOCIATES CORP↓ DEC | -379,797 | $14.36K |
Alpine Global Management, LLC↓ DEC | -341,679 | $1.27M |
JANE STREET GROUP, LLC↓ DEC | -255,973 | $638.90K |
Creative Planning↓ DEC | -234,044 | $35.36M |
BlackRock, Inc.↓ DEC | -210,652 | $3.10M |
Closed-End Fund Advisors, Inc.↓ DEC | -156,650 | $1.08M |
TWO SIGMA INVESTMENTS, LP↓ DEC | -106,482 | $6.90M |
JPMORGAN CHASE & CO↓ DEC | -102,112 | $220.16K |