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 | 6,043,985 | $254.45M | +44,141 | ↑ INC |
Invesco Ltd.CIK 0000914208 | 2,185,565 | $92.01M | -19,619 | ↓ DEC |
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.CIK 0001705339 | 2,037,005 | $85.76M | +114,819 | ↑ INC |
Pallas Capital Advisors LLCCIK 0001862282 | 1,727,873 | $72.74M | +99,900 | ↑ INC |
GOLDMAN SACHS GROUP INCCIK 0000886982 | 635,291 | $26.75M | +27,008 | ↑ INC |
JPMORGAN CHASE & COCIK 0000019617 | 514,418 | $21.81M | +74,251 | ↑ INC |
MORGAN STANLEYCIK 0000895421 | 511,510 | $21.53M | -1,910 | ↓ DEC |
Hartree Partners, LPCIK 0001597857 | 441,755 | $18.60M | -66,325 | ↓ DEC |
Blackstone Inc.CIK 0001393818 | 240,717 | $10.13M | – | no_change |
Fractal Investments LLCCIK 0001843590 | 195,234 | $8.22M | – | no_change |
ROYAL BANK OF CANADACIK 0001000275 | 177,162 | $7.46M | -45,780 | ↓ DEC |
UBS Group AGCIK 0001610520 | 160,386 | $6.75M | -13,500 | ↓ DEC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 135,719 | $5.71M | +4,227 | ↑ INC |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 116,574 | $4.91M | -7,275 | ↓ DEC |
INFRASTRUCTURE CAPITAL ADVISORS, LLCCIK 0001621802 | 110,208 | $4.64M | +2,527 | ↑ INC |
Proficio Capital Partners LLCCIK 0001654175 | 100,000 | $4.21M | – | no_change |
NATIXISCIK 0001274981 | 99,800 | $4.20M | -10,000 | ↓ DEC |
WELLS FARGO & COMPANY/MNCIK 0000072971 | 94,654 | $3.98M | -1,215 | ↓ DEC |
Mercuria Capital Strategies, LLCCIK 0002048079 | 82,357 | $3.47M | +82,357 | NEW |
Gilman Hill Asset Management, LLCCIK 0001551969 | 61,364 | $2.58M | +13,382 | ↑ INC |
CITADEL ADVISORS LLCCIK 0001423053 | 58,959 | $2.48M | -2,935 | ↓ DEC |
Waverly Advisors, LLCCIK 0001568787 | 57,948 | $2.44M | -5,201 | ↓ DEC |
FIRST TRUST ADVISORS LPCIK 0001125816 | 55,496 | $2.34M | +463 | ↑ INC |
Cetera Investment AdvisersCIK 0001666741 | 54,743 | $2.30M | +1,337 | ↑ INC |
CASCADE INVESTMENT GROUP, INC.CIK 0000919447 | 41,160 | $1.73M | -1,330 | ↓ DEC |
| Filer | Δ Shares | Value |
|---|---|---|
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.↑ INC | +114,819 | $85.76M |
Pallas Capital Advisors LLC↑ INC | +99,900 | $72.74M |
Mercuria Capital Strategies, LLCNEW | +82,357 | $3.47M |
JPMORGAN CHASE & CO↑ INC | +74,251 | $21.81M |
ALPS ADVISORS INC↑ INC | +44,141 | $254.45M |
GOLDMAN SACHS GROUP INC↑ INC | +27,008 | $26.75M |
SUSQUEHANNA INTERNATIONAL GROUP, LLP↑ INC | +24,266 | $1.63M |
JANE STREET GROUP, LLC↑ INC | +13,797 | $947.12K |
Gilman Hill Asset Management, LLC↑ INC | +13,382 | $2.58M |
Connecticut Wealth Management, LLC↑ INC | +12,324 | $700.92K |
| Filer | Δ Shares | Value |
|---|---|---|
Hartree Partners, LP↓ DEC | -66,325 | $18.60M |
ROYAL BANK OF CANADA↓ DEC | -45,780 | $7.46M |
GSA CAPITAL PARTNERS LLP↓ DEC | -22,022 | $372.00 |
Invesco Ltd.↓ DEC | -19,619 | $92.01M |
GROUP ONE TRADING LLC↓ DEC | -17,168 | $109.63K |
UBS Group AG↓ DEC | -13,500 | $6.75M |
BESSEMER GROUP INC↓ DEC | -13,200 | $13.00 |
NATIXIS↓ DEC | -10,000 | $4.20M |
HRT FINANCIAL LP↓ DEC | -8,938 | $576.00 |
BANK OF AMERICA CORP /DE/↓ DEC | -7,275 | $4.91M |