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 |
|---|---|---|---|---|
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 804,392 | $14.01M | +68,367 | ↑ INC |
ENVESTNET ASSET MANAGEMENT INCCIK 0001407543 | 545,499 | $9.50M | +25,169 | ↑ INC |
Cetera Investment AdvisersCIK 0001666741 | 542,315 | $9.45M | +18,656 | ↑ INC |
Columbus Macro, LLCCIK 0001727269 | 505,567 | $8.81M | +19,787 | ↑ INC |
UBS Group AGCIK 0001610520 | 422,892 | $7.37M | -17,053 | ↓ DEC |
Baird Financial Group, Inc.CIK 0001648711 | 406,426 | $7.08M | +20,828 | ↑ INC |
Muzinich & Co., Inc.CIK 0001618824 | 348,311 | $6.07M | +1,197 | ↑ INC |
MORGAN STANLEYCIK 0000895421 | 294,167 | $5.12M | +44,643 | ↑ INC |
Legal & General Group PlcCIK 0000764068 | 284,460 | $4.96M | +32,018 | ↑ INC |
TWO SIGMA INVESTMENTS, LPCIK 0001179392 | 273,709 | $4.77M | -108,682 | ↓ DEC |
Sumitomo Mitsui Trust Group, Inc.CIK 0001475365 | 213,385 | $3.72M | – | no_change |
NOVARE CAPITAL MANAGEMENT LLCCIK 0001388409 | 206,114 | $3.59M | +1,225 | ↑ INC |
MILLENNIUM MANAGEMENT LLCCIK 0001273087 | 204,386 | $3.56M | -43,194 | ↓ DEC |
PFG AdvisorsCIK 0001694435 | 187,689 | $3.27M | +3,702 | ↑ INC |
Ethos Financial Group, LLCCIK 0001954242 | 138,173 | $2.67M | – | no_change |
FRANKLIN RESOURCES INCCIK 0000038777 | 152,279 | $2.65M | -31,873 | ↓ DEC |
LPL Financial LLCCIK 0001403438 | 151,746 | $2.64M | +55,951 | ↑ INC |
BlackRock, Inc.CIK 0002012383 | 141,336 | $2.46M | -103,021 | ↓ DEC |
Advisors Asset Management, Inc.CIK 0001297376 | 118,052 | $2.06M | +5,328 | ↑ INC |
RIVERBRIDGE PARTNERS LLCCIK 0001112325 | 109,885 | $1.91M | +8,307 | ↑ INC |
Capital Investment Advisory Services, LLCCIK 0001659203 | 105,120 | $1.83M | +4,940 | ↑ INC |
Qube Research & Technologies LtdCIK 0001729829 | 103,401 | $1.80M | +31,317 | ↑ INC |
CITADEL ADVISORS LLCCIK 0001423053 | 102,332 | $1.78M | +79,032 | ↑ INC |
Plan Group Financial, LLCCIK 0001940033 | 98,802 | $1.72M | +19,113 | ↑ INC |
HighTower Advisors, LLCCIK 0001462245 | 92,582 | $1.61M | -633 | ↓ DEC |
| Filer | Δ Shares | Value |
|---|---|---|
CITADEL ADVISORS LLC↑ INC | +79,032 | $1.78M |
RAYMOND JAMES FINANCIAL INC↑ INC | +68,367 | $14.01M |
Significant Wealth Partners LLCNEW | +63,646 | $1.11M |
LPL Financial LLC↑ INC | +55,951 | $2.64M |
MORGAN STANLEY↑ INC | +44,643 | $5.12M |
Magnetar Financial LLCNEW | +39,390 | $686.17K |
Legal & General Group Plc↑ INC | +32,018 | $4.96M |
Y-Intercept (Hong Kong) Ltd↑ INC | +32,015 | $1.28M |
Qube Research & Technologies Ltd↑ INC | +31,317 | $1.80M |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO↑ INC | +30,202 | $543.99K |
| Filer | Δ Shares | Value |
|---|---|---|
VAN ECK ASSOCIATES CORP↓ DEC | -138,575 | $12.42K |
TWO SIGMA INVESTMENTS, LP↓ DEC | -108,682 | $4.77M |
BlackRock, Inc.↓ DEC | -103,021 | $2.46M |
MILLENNIUM MANAGEMENT LLC↓ DEC | -43,194 | $3.56M |
JANE STREET GROUP, LLC↓ DEC | -36,304 | $1.28M |
FRANKLIN RESOURCES INC↓ DEC | -31,873 | $2.65M |
TRUIST FINANCIAL CORP↓ DEC | -25,168 | $325.95K |
JPMORGAN CHASE & CO↓ DEC | -24,947 | $125.45K |
UBS Group AG↓ DEC | -17,053 | $7.37M |
SUSQUEHANNA INTERNATIONAL GROUP, LLP↓ DEC | -16,206 | $949.39K |