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 |
|---|---|---|---|---|
Sumitomo Mitsui Trust Group, Inc.CIK 0001475365 | 18,594,406 | $1.72B | +206,914 | ↑ INC |
WELLS FARGO & COMPANY/MNCIK 0000072971 | 9,505,554 | $881.07M | +1,591,839 | ↑ INC |
MORGAN STANLEYCIK 0000895421 | 8,807,008 | $816.32M | -1,755,073 | ↓ DEC |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 6,671,812 | $618.41M | -987,745 | ↓ DEC |
Empower Advisory Group, LLCCIK 0001978885 | 5,951,012 | $551.60M | +82,469 | ↑ INC |
STATE STREET CORPCIK 0000093751 | 3,493,932 | $323.85M | +427,988 | ↑ INC |
Cassaday & Co Wealth Management LLCCIK 0001963612 | 3,328,360 | $308.51M | -48,907 | ↓ DEC |
Resona Asset Management Co.,Ltd.CIK 0001944142 | 3,236,300 | $289.07M | +1,006,700 | ↑ INC |
UBS Group AGCIK 0001610520 | 3,072,074 | $284.75M | -340,354 | ↓ DEC |
LPL Financial LLCCIK 0001403438 | 3,022,407 | $280.15M | +29,517 | ↑ INC |
AMERIPRISE FINANCIAL INCCIK 0000820027 | 2,713,587 | $252.42M | -156,781 | ↓ DEC |
Evergreen Quality Fund GP, Ltd.CIK 0002016939 | 2,587,215 | $239.81M | – | no_change |
SIGNATURE ESTATE & INVESTMENT ADVISORS LLCCIK 0001079935 | 2,353,509 | $218.15M | +2,353,509 | NEW |
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.CIK 0001705339 | 1,805,066 | $167.31M | +150,497 | ↑ INC |
SBI Okasan Asset Management Co.Ltd.CIK 0001535128 | 1,849,410 | $165.19M | +1,849,410 | NEW |
PRUDENTIAL FINANCIAL INCCIK 0001137774 | 1,679,954 | $155.71M | -957,938 | ↓ DEC |
Gradient Investments LLCCIK 0001542265 | 1,628,261 | $150.92M | +526,647 | ↑ INC |
Sumitomo Mitsui DS Asset Management Company, LtdCIK 0001411530 | 1,603,510 | $148.63M | +65,600 | ↑ INC |
OSAIC HOLDINGS, INC.CIK 0001677044 | 1,590,521 | $147.42M | -104,903 | ↓ DEC |
HighTower Advisors, LLCCIK 0001462245 | 1,586,932 | $147.09M | +251,348 | ↑ INC |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIOCIK 0001007280 | 1,516,600 | $140.57M | +1,449,700 | ↑ INC |
Asset Management One Co., Ltd.CIK 0001068855 | 1,486,595 | $137.79M | -1,135,822 | ↓ DEC |
REGENTS OF THE UNIVERSITY OF CALIFORNIACIK 0000315054 | 1,438,678 | $133.35M | +1,438,678 | NEW |
STIFEL FINANCIAL CORPCIK 0000720672 | 1,427,080 | $132.28M | -177,763 | ↓ DEC |
ROYAL BANK OF CANADACIK 0001000275 | 1,397,630 | $129.55M | -5,330 | ↓ DEC |
| Filer | Δ Shares | Value |
|---|---|---|
SIGNATURE ESTATE & INVESTMENT ADVISORS LLCNEW | +2,353,509 | $218.15M |
SBI Okasan Asset Management Co.Ltd.NEW | +1,849,410 | $165.19M |
WELLS FARGO & COMPANY/MN↑ INC | +1,591,839 | $881.07M |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO↑ INC | +1,449,700 | $140.57M |
REGENTS OF THE UNIVERSITY OF CALIFORNIANEW | +1,438,678 | $133.35M |
Resona Asset Management Co.,Ltd.↑ INC | +1,006,700 | $289.07M |
DIVERSIFY WEALTH MANAGEMENT, LLC↑ INC | +714,776 | $64.81M |
Gradient Investments LLC↑ INC | +526,647 | $150.92M |
STATE STREET CORP↑ INC | +427,988 | $323.85M |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO↑ INC | +409,351 | $39.24M |
| Filer | Δ Shares | Value |
|---|---|---|
MORGAN STANLEY↓ DEC | -1,755,073 | $816.32M |
Asset Management One Co., Ltd.↓ DEC | -1,135,822 | $137.79M |
BANK OF AMERICA CORP /DE/↓ DEC | -987,745 | $618.41M |
PRUDENTIAL FINANCIAL INC↓ DEC | -957,938 | $155.71M |
PRINCIPAL FINANCIAL GROUP INC↓ DEC | -932,559 | $116.73M |
SEI INVESTMENTS CO↓ DEC | -443,484 | $18.45M |
3EDGE Asset Management, LP↓ DEC | -364,371 | $61.05M |
UBS Group AG↓ DEC | -340,354 | $284.75M |
Strategic Financial Services, Inc.↓ DEC | -337,636 | $54.11M |
JPMORGAN CHASE & CO↓ DEC | -327,524 | $101.02M |