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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

Institutions22.5%
Insiders0.9%
Institutions Count80
Institutions 22.5%Insiders 0.9%Float (Other) 76.7%
13F Filers (top 25)25Quarter 2026-03-31
Top-25 Reported Value$563.42MSum of shown holders' market value
Net Position Change10 adds · 10 trimsLargest movers this quarter

Top Holders by Value

25 shown
FilerSharesMarket ValueΔ SharesChange
ALPS ADVISORS INCCIK 0001376113
4,575,667$227.69M+86,544↑ INC
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.CIK 0001705339
1,597,702$79.50M+10,655↑ INC
Invesco Ltd.CIK 0000914208
1,515,192$75.40M-95↓ DEC
GOLDMAN SACHS GROUP INCCIK 0000886982
641,435$31.92M+13,758↑ INC
Clearbridge Investments, LLCCIK 0001348883
390,158$19.41M+110,340↑ INC
JPMORGAN CHASE & COCIK 0000019617
377,693$19.41M-54,152↓ DEC
SUSQUEHANNA INTERNATIONAL GROUP, LLPCIK 0001446194
332,974$16.57M+249,174↑ INC
RAYMOND JAMES FINANCIAL INCCIK 0000720005
255,230$12.70M+9,763↑ INC
WESTWOOD HOLDINGS GROUP INCCIK 0001165002
160,624$7.99M-75,137↓ DEC
INFRASTRUCTURE CAPITAL ADVISORS, LLCCIK 0001621802
156,476$7.79M+3,596↑ INC
KORNITZER CAPITAL MANAGEMENT INC /KSCIK 0000898358
140,000$6.97M–no_change
Blackstone Inc.CIK 0001393818
138,325$6.88M–no_change
PEAK6 LLCCIK 0001389958
134,800$6.71M+91,705↑ INC
UBS Group AGCIK 0001610520
117,964$5.87M-5,600↓ DEC
NEOS Investment Management LLCCIK 0002001019
111,094$5.53M+102,322↑ INC
MORGAN STANLEYCIK 0000895421
100,364$4.99M+29,388↑ INC
CITADEL ADVISORS LLCCIK 0001423053
94,589$4.71M-16,096↓ DEC
Castellan GroupCIK 0001832521
91,162$4.54M+6,430↑ INC
JANE STREET GROUP, LLCCIK 0001595888
78,500$3.91M+46,346↑ INC
FIRST TRUST ADVISORS LPCIK 0001125816
71,006$3.53M-9,050↓ DEC
Adams Asset Advisors, LLCCIK 0001386929
70,288$3.50M–no_change
GraniteShares Advisors LLCCIK 0001839545
53,557$2.66M-6,137↓ DEC
SHARPEPOINT LLCCIK 0002046822
38,479$1.91M-964↓ DEC
IFG Advisory, LLCCIK 0001728319
34,481$1.72M-1,883↓ DEC
LPL Financial LLCCIK 0001403438
32,477$1.62M-610↓ DEC

Top Adds (Buyers)

FilerΔ SharesValue
SUSQUEHANNA INTERNATIONAL GROUP, LLP↑ INC
+249,174$16.57M
Clearbridge Investments, LLC↑ INC
+110,340$19.41M
NEOS Investment Management LLC↑ INC
+102,322$5.53M
PEAK6 LLC↑ INC
+91,705$6.71M
ALPS ADVISORS INC↑ INC
+86,544$227.69M
JANE STREET GROUP, LLC↑ INC
+46,346$3.91M
MORGAN STANLEY↑ INC
+29,388$4.99M
HRT FINANCIAL LP↑ INC
+26,177$2.57K
GOLDMAN SACHS GROUP INC↑ INC
+13,758$31.92M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.↑ INC
+10,655$79.50M

Top Trims (Sellers)

FilerΔ SharesValue
WESTWOOD HOLDINGS GROUP INC↓ DEC
-75,137$7.99M
JPMORGAN CHASE & CO↓ DEC
-54,152$19.41M
CITADEL ADVISORS LLC↓ DEC
-16,096$4.71M
PFG Investments, LLC↓ DEC
-10,850$1.13M
FIRST TRUST ADVISORS LP↓ DEC
-9,050$3.53M
FMR LLC↓ DEC
-8,760$616.03K
GraniteShares Advisors LLC↓ DEC
-6,137$2.66M
State of Wyoming↓ DEC
-6,059$67.08K
XTX Topco Ltd↓ DEC
-5,960$239.00K
UBS Group AG↓ DEC
-5,600$5.87M