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 |
|---|---|---|---|---|
TWO SIGMA INVESTMENTS, LPCIK 0001179392 | 2,349,648 | $51.97M | +1,300,266 | ↑ INC |
SANDERS MORRIS HARRIS LLCCIK 0001053994 | 1,111,173 | $24.58M | -257,434 | ↓ DEC |
Sound Income Strategies, LLCCIK 0001730960 | 903,329 | $19.81M | +17,362 | ↑ INC |
UBS Group AGCIK 0001610520 | 854,131 | $18.89M | +36,983 | ↑ INC |
SUSQUEHANNA INTERNATIONAL GROUP, LLPCIK 0001446194 | 751,700 | $16.63M | +574,400 | ↑ INC |
Empirical Finance, LLCCIK 0001572838 | 618,866 | $13.69M | +618,866 | NEW |
PANORAMIC INVESTMENT ADVISORS, LLCCIK 0001967332 | 515,525 | $11.40M | +515,525 | NEW |
Melia Wealth LLCCIK 0001964047 | 515,478 | $11.40M | +12,490 | ↑ INC |
Cetera Investment AdvisersCIK 0001666741 | 452,698 | $10.01M | +28,067 | ↑ INC |
Legal & General Group PlcCIK 0000764068 | 443,138 | $9.80M | +53,558 | ↑ INC |
Muzinich & Co., Inc.CIK 0001618824 | 426,243 | $9.43M | +921 | ↑ INC |
ENVESTNET ASSET MANAGEMENT INCCIK 0001407543 | 402,926 | $8.91M | +16,788 | ↑ INC |
AQR Arbitrage LLCCIK 0001167456 | 8,536,000 | $8.76M | +3,910,000 | ↑ INC |
Columbus Macro, LLCCIK 0001727269 | 357,781 | $7.91M | +12,261 | ↑ INC |
FRANKLIN RESOURCES INCCIK 0000038777 | 329,121 | $7.28M | +66,822 | ↑ INC |
EPIQ PARTNERS, LLCCIK 0001799435 | 312,326 | $6.91M | +1,361 | ↑ INC |
Sumitomo Mitsui Trust Group, Inc.CIK 0001475365 | 284,778 | $6.30M | – | no_change |
BlackRock, Inc.CIK 0002012383 | 276,490 | $6.12M | -145,767 | ↓ DEC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 264,659 | $5.85M | -16,354 | ↓ DEC |
Womack Financial LLCCIK 0002107079 | 232,275 | $5.14M | +15,150 | ↑ INC |
LPL Financial LLCCIK 0001403438 | 231,713 | $5.13M | +16,933 | ↑ INC |
Eagle Point Credit Management LLCCIK 0001607203 | 4,980,000 | $5.05M | -10,000,000 | ↓ DEC |
MILLENNIUM MANAGEMENT LLCCIK 0001273087 | 204,548 | $4.52M | +7,380 | ↑ INC |
Beacon Pointe Advisors, LLCCIK 0001744317 | 196,768 | $4.35M | +1,750 | ↑ INC |
FIRST MANHATTAN CO. LLC.CIK 0000728083 | 188,859 | $4.18M | -17,143 | ↓ DEC |
| Filer | Δ Shares | Value |
|---|---|---|
AQR Arbitrage LLC↑ INC | +3,910,000 | $8.76M |
TWO SIGMA INVESTMENTS, LP↑ INC | +1,300,266 | $51.97M |
Ares Systematic Credit LtdNEW | +800,000 | $802.40K |
Empirical Finance, LLCNEW | +618,866 | $13.69M |
SUSQUEHANNA INTERNATIONAL GROUP, LLP↑ INC | +574,400 | $16.63M |
PANORAMIC INVESTMENT ADVISORS, LLCNEW | +515,525 | $11.40M |
AMERIPRISE FINANCIAL INC↑ INC | +85,369 | $2.35M |
BALYASNY ASSET MANAGEMENT L.P.↑ INC | +77,498 | $2.01M |
Truvestments Capital LLCNEW | +72,746 | $1.61M |
FRANKLIN RESOURCES INC↑ INC | +66,822 | $7.28M |
| Filer | Δ Shares | Value |
|---|---|---|
Eagle Point Credit Management LLC↓ DEC | -10,000,000 | $5.05M |
Amtrust Financial Services, Inc.↓ DEC | -1,110,000 | $571.71K |
SANDERS MORRIS HARRIS LLC↓ DEC | -257,434 | $24.58M |
VAN ECK ASSOCIATES CORP↓ DEC | -252,755 | $24.94K |
BlackRock, Inc.↓ DEC | -145,767 | $6.12M |
Closed-End Fund Advisors, Inc.↓ DEC | -83,143 | $676.61K |
SMH CAPITAL ADVISORS INC↓ DEC | -76,671 | $1.73M |
Engineers Gate Manager LP↓ DEC | -71,333 | $389.25K |
ROYAL BANK OF CANADA↓ DEC | -56,283 | $515.00K |
MORGAN STANLEY↓ DEC | -54,236 | $4.07M |