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 |
|---|---|---|---|---|
ALPS ADVISORS INCCIK 0001376113 | 25,925,546 | $462.25M | +1,016,098 | ↑ INC |
Invesco Ltd.CIK 0000914208 | 18,870,850 | $336.47M | +18,317 | ↑ INC |
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.CIK 0001705339 | 7,526,016 | $134.19M | +262,830 | ↑ INC |
GOLDMAN SACHS GROUP INCCIK 0000886982 | 4,028,101 | $71.82M | -1,164,644 | ↓ DEC |
MORGAN STANLEYCIK 0000895421 | 3,975,883 | $70.89M | -78,887 | ↓ DEC |
JPMORGAN CHASE & COCIK 0000019617 | 3,753,809 | $66.63M | +263,043 | ↑ INC |
Creative PlanningCIK 0001540235 | 3,105,883 | $55.38M | +200 | ↑ INC |
Clearbridge Investments, LLCCIK 0001348883 | 2,897,883 | $51.67M | – | no_change |
WESTWOOD HOLDINGS GROUP INCCIK 0001165002 | 2,145,219 | $38.25M | +2,085,528 | ↑ INC |
MILLER HOWARD INVESTMENTS INC /NYCIK 0000903947 | 1,977,609 | $35.26M | +565 | ↑ INC |
ING GROEP NVCIK 0001039765 | 1,939,700 | $34.58M | -561,100 | ↓ DEC |
UBS Group AGCIK 0001610520 | 1,775,082 | $31.65M | -39,058 | ↓ DEC |
Jefferies Financial Group Inc.CIK 0000096223 | 1,288,561 | $22.98M | -398,867 | ↓ DEC |
RR Advisors, LLCCIK 0001322613 | 868,342 | $15.48M | -4,804 | ↓ DEC |
NATIXISCIK 0001274981 | 861,900 | $15.37M | -353,600 | ↓ DEC |
INFRASTRUCTURE CAPITAL ADVISORS, LLCCIK 0001621802 | 631,861 | $11.27M | +14,508 | ↑ INC |
Blackstone Inc.CIK 0001393818 | 575,735 | $10.27M | – | no_change |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 546,297 | $9.74M | +85,060 | ↑ INC |
CITIGROUP INCCIK 0000831001 | 515,810 | $9.20M | +156,227 | ↑ INC |
BARCLAYS PLCCIK 0000312069 | 485,240 | $8.65M | +59,042 | ↑ INC |
MANNING & NAPIER ADVISORS LLCCIK 0000062039 | 484,963 | $8.65M | +14,676 | ↑ INC |
Callodine Capital Management, LPCIK 0001741675 | 484,963 | $8.65M | +14,676 | ↑ INC |
SUSQUEHANNA INTERNATIONAL GROUP, LLPCIK 0001446194 | 484,130 | $8.63M | +75,097 | ↑ INC |
JANE STREET GROUP, LLCCIK 0001595888 | 395,200 | $7.05M | +131,700 | ↑ INC |
NEOS Investment Management LLCCIK 0002001019 | 359,731 | $6.41M | +330,422 | ↑ INC |
| Filer | Δ Shares | Value |
|---|---|---|
WESTWOOD HOLDINGS GROUP INC↑ INC | +2,085,528 | $38.25M |
ALPS ADVISORS INC↑ INC | +1,016,098 | $462.25M |
NEOS Investment Management LLC↑ INC | +330,422 | $6.41M |
JPMORGAN CHASE & CO↑ INC | +263,043 | $66.63M |
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.↑ INC | +262,830 | $134.19M |
PEAK6 LLC↑ INC | +229,200 | $4.51M |
CITIGROUP INC↑ INC | +156,227 | $9.20M |
JANE STREET GROUP, LLC↑ INC | +131,700 | $7.05M |
ELCO Management Co., LLC↑ INC | +122,341 | $3.03M |
BANK OF AMERICA CORP /DE/↑ INC | +85,060 | $9.74M |
| Filer | Δ Shares | Value |
|---|---|---|
GOLDMAN SACHS GROUP INC↓ DEC | -1,164,644 | $71.82M |
ING GROEP NV↓ DEC | -561,100 | $34.58M |
GRIZZLYROCK CAPITAL, LLC↓ DEC | -557,846 | $1.29M |
Jefferies Financial Group Inc.↓ DEC | -398,867 | $22.98M |
NATIXIS↓ DEC | -353,600 | $15.37M |
DG Capital Management, LLC↓ DEC | -344,648 | $1.70M |
CITADEL ADVISORS LLC↓ DEC | -133,517 | $2.79M |
CHICKASAW CAPITAL MANAGEMENT LLC↓ DEC | -128,888 | $47.61K |
HRT FINANCIAL LP↓ DEC | -101,251 | $185.00 |
MORGAN STANLEY↓ DEC | -78,887 | $70.89M |