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 |
|---|---|---|---|---|
Blackstone Inc.CIK 0001393818 | 102,346,331 | $6.61B | – | no_change |
BROOKFIELD Corp /ON/CIK 0001001085 | 101,620,376 | $6.57B | – | no_change |
ALPS ADVISORS INCCIK 0001376113 | 9,512,213 | $614.77M | +173,271 | ↑ INC |
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.CIK 0001705339 | 2,853,843 | $184.44M | +100,835 | ↑ INC |
Energy Income Partners, LLCCIK 0001388814 | 1,524,213 | $98.51M | -89,309 | ↓ DEC |
TORTOISE CAPITAL ADVISORS, L.L.C.CIK 0001280965 | 1,106,637 | $71.52M | +13,771 | ↑ INC |
GOLDMAN SACHS GROUP INCCIK 0000886982 | 1,054,564 | $68.16M | -43,290 | ↓ DEC |
MORGAN STANLEYCIK 0000895421 | 994,547 | $64.28M | +36,861 | ↑ INC |
JPMORGAN CHASE & COCIK 0000019617 | 832,131 | $55.85M | -42,137 | ↓ DEC |
Clearbridge Investments, LLCCIK 0001348883 | 611,873 | $39.55M | – | no_change |
UBS Group AGCIK 0001610520 | 478,086 | $30.90M | -116,508 | ↓ DEC |
NEOS Investment Management LLCCIK 0002001019 | 252,797 | $16.34M | +232,057 | ↑ INC |
McGowan Group Asset Management, Inc.CIK 0001633227 | 238,491 | $15.41M | -2,368 | ↓ DEC |
INFRASTRUCTURE CAPITAL ADVISORS, LLCCIK 0001621802 | 226,611 | $14.65M | +68,436 | ↑ INC |
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLCCIK 0001056549 | 218,690 | $14.13M | -15,450 | ↓ DEC |
BARCLAYS PLCCIK 0000312069 | 217,162 | $14.04M | -23,834 | ↓ DEC |
Mediolanum International Funds LtdCIK 0002022028 | 44,067 | $12.94M | -66 | ↓ DEC |
Fractal Investments LLCCIK 0001843590 | 194,126 | $12.55M | – | no_change |
LONGFELLOW INVESTMENT MANAGEMENT CO LLCCIK 0001167487 | 131,752 | $8.52M | – | no_change |
LPL Financial LLCCIK 0001403438 | 118,460 | $7.66M | -2,648 | ↓ DEC |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 110,356 | $7.13M | -52,619 | ↓ DEC |
MILLER HOWARD INVESTMENTS INC /NYCIK 0000903947 | 101,266 | $6.54M | -2,520 | ↓ DEC |
SUSQUEHANNA INTERNATIONAL GROUP, LLPCIK 0001446194 | 92,963 | $6.01M | +39,926 | ↑ INC |
Neuberger Berman Group LLCCIK 0001465109 | 80,741 | $5.22M | – | no_change |
Abacus FCF Advisors LLCCIK 0001604903 | 75,002 | $4.85M | +75,002 | NEW |
| Filer | Δ Shares | Value |
|---|---|---|
NEOS Investment Management LLC↑ INC | +232,057 | $16.34M |
ALPS ADVISORS INC↑ INC | +173,271 | $614.77M |
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.↑ INC | +100,835 | $184.44M |
Abacus FCF Advisors LLCNEW | +75,002 | $4.85M |
INFRASTRUCTURE CAPITAL ADVISORS, LLC↑ INC | +68,436 | $14.65M |
HRT FINANCIAL LP↑ INC | +64,838 | $6.61K |
SUSQUEHANNA INTERNATIONAL GROUP, LLP↑ INC | +39,926 | $6.01M |
MORGAN STANLEY↑ INC | +36,861 | $64.28M |
Heirloom Wealth ManagementNEW | +19,500 | $1.26M |
Kultura Capital Management LPNEW | +16,000 | $1.03M |
| Filer | Δ Shares | Value |
|---|---|---|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO↓ DEC | -248,929 | $241.97K |
UBS Group AG↓ DEC | -116,508 | $30.90M |
Energy Income Partners, LLC↓ DEC | -89,309 | $98.51M |
BANK OF AMERICA CORP /DE/↓ DEC | -52,619 | $7.13M |
GOLDMAN SACHS GROUP INC↓ DEC | -43,290 | $68.16M |
JPMORGAN CHASE & CO↓ DEC | -42,137 | $55.85M |
EXCHANGE TRADED CONCEPTS, LLC↓ DEC | -26,263 | $3.23M |
BARCLAYS PLC↓ DEC | -23,834 | $14.04M |
Jump Financial, LLC↓ DEC | -20,331 | $258.52K |
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC↓ DEC | -15,450 | $14.13M |