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 |
|---|---|---|---|---|
STONE POINT CAPITAL LLCCIK 0001332638 | 5,822,728 | $21.89M | – | no_change |
MORGAN STANLEYCIK 0000895421 | 5,413,529 | $20.35M | +2,945,675 | ↑ INC |
ARES MANAGEMENT LLCCIK 0001259313 | 1,071,148 | $4.03M | +759,489 | ↑ INC |
Freestone Capital Holdings, LLCCIK 0001470876 | 916,289 | $3.45M | +387,933 | ↑ INC |
Blackstone Inc.CIK 0001393818 | 750,000 | $2.82M | +750,000 | NEW |
PFG Investments, LLCCIK 0001973224 | 651,765 | $2.45M | -187,698 | ↓ DEC |
Legacy Wealth Managment, LLC/IDCIK 0002045082 | 575,559 | $2.16M | +12,253 | ↑ INC |
Virtus Investment Advisers, LLCCIK 0000019481 | 467,814 | $1.76M | +165,724 | ↑ INC |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLCCIK 0001818604 | 397,427 | $1.58M | -880,768 | ↓ DEC |
&PARTNERSCIK 0000107136 | 287,221 | $1.08M | +84,536 | ↑ INC |
Rockefeller Capital Management L.P.CIK 0001739439 | 243,982 | $917.37K | -8,936 | ↓ DEC |
XTX Topco LtdCIK 0001828301 | 239,726 | $901.37K | +105,313 | ↑ INC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 232,098 | $872.69K | -178,732 | ↓ DEC |
JANE STREET GROUP, LLCCIK 0001595888 | 199,577 | $750.41K | -260,741 | ↓ DEC |
Kestra Advisory Services, LLCCIK 0001830819 | 179,575 | $675.20K | +2,264 | ↑ INC |
OSAIC HOLDINGS, INC.CIK 0001677044 | 179,280 | $674.08K | -17,405 | ↓ DEC |
Samalin Investment Counsel, LLCCIK 0001544366 | 147,294 | $553.82K | +74,070 | ↑ INC |
Cetera Investment AdvisersCIK 0001666741 | 142,565 | $536.04K | +25,155 | ↑ INC |
LPL Financial LLCCIK 0001403438 | 116,895 | $439.52K | -6,553 | ↓ DEC |
MONEY CONCEPTS CAPITAL CORPCIK 0000716851 | 113,479 | $426.68K | -241,118 | ↓ DEC |
Private Advisor Group, LLCCIK 0001567755 | 111,394 | $418.85K | -619 | ↓ DEC |
Apollon Wealth Management, LLCCIK 0001764387 | 96,673 | $363.49K | +2,400 | ↑ INC |
Balboa Wealth PartnersCIK 0001929008 | 89,903 | $338.04K | -440 | ↓ DEC |
Magnolia Private Wealth, LLCCIK 0002055130 | 87,250 | $328.06K | +87,250 | NEW |
KESTRA PRIVATE WEALTH SERVICES, LLCCIK 0001649451 | 82,817 | $311.39K | -11,926 | ↓ DEC |
| Filer | Δ Shares | Value |
|---|---|---|
MORGAN STANLEY↑ INC | +2,945,675 | $20.35M |
ARES MANAGEMENT LLC↑ INC | +759,489 | $4.03M |
Blackstone Inc.NEW | +750,000 | $2.82M |
Freestone Capital Holdings, LLC↑ INC | +387,933 | $3.45M |
Virtus Investment Advisers, LLC↑ INC | +165,724 | $1.76M |
XTX Topco Ltd↑ INC | +105,313 | $901.37K |
Magnolia Private Wealth, LLCNEW | +87,250 | $328.06K |
&PARTNERS↑ INC | +84,536 | $1.08M |
Samalin Investment Counsel, LLC↑ INC | +74,070 | $553.82K |
Keudell/Morrison Wealth ManagementNEW | +71,709 | $269.63K |
| Filer | Δ Shares | Value |
|---|---|---|
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC↓ DEC | -880,768 | $1.58M |
JANE STREET GROUP, LLC↓ DEC | -260,741 | $750.41K |
MONEY CONCEPTS CAPITAL CORP↓ DEC | -241,118 | $426.68K |
PFG Investments, LLC↓ DEC | -187,698 | $2.45M |
RAYMOND JAMES FINANCIAL INC↓ DEC | -178,732 | $872.69K |
WEDBUSH SECURITIES INC↓ DEC | -120,001 | $668.00 |
TWO SIGMA SECURITIES, LLC↓ DEC | -59,346 | $52.04K |
Oxinas Partners, LLC↓ DEC | -54,585 | $306.82K |
Cambridge Investment Research Advisors, Inc.↓ DEC | -26,503 | $186.00 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP↓ DEC | -20,658 | $152.98K |