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 |
|---|---|---|---|---|
Grey Rock Energy Management, LLCCIK 0002053459 | 55,265,968 | $324.41M | – | no_change |
HAMILTON LANE ADVISORS LLCCIK 0001573767 | 7,387,888 | $43.37M | -481,435 | ↓ DEC |
Utah Retirement SystemsCIK 0001548392 | 5,243,683 | $30.78M | – | no_change |
BlackRock, Inc.CIK 0002012383 | 4,709,865 | $27.65M | +531,821 | ↑ INC |
DIMENSIONAL FUND ADVISORS LPCIK 0000354204 | 3,306,999 | $19.41M | +448,066 | ↑ INC |
Georgetown UniversityCIK 0001730469 | 3,183,114 | $18.68M | -142,356 | ↓ DEC |
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119 | 3,083,172 | $18.10M | +3,083,172 | NEW |
AMERICAN CENTURY COMPANIES INCCIK 0000748054 | 2,998,102 | $17.60M | +186,993 | ↑ INC |
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717 | 1,509,934 | $8.87M | +32,777 | ↑ INC |
VANGUARD PORTFOLIO MANAGEMENT LLCCIK 0002100121 | 1,475,852 | $8.66M | +1,475,852 | NEW |
MILLENNIUM MANAGEMENT LLCCIK 0001273087 | 1,357,469 | $7.97M | +708,559 | ↑ INC |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPCIK 0001164508 | 1,128,371 | $6.62M | +1,067,463 | ↑ INC |
STATE STREET CORPCIK 0000093751 | 1,077,951 | $6.33M | +610 | ↑ INC |
AQR CAPITAL MANAGEMENT LLCCIK 0001167557 | 1,018,298 | $5.98M | -14,454 | ↓ DEC |
Bank of New York Mellon CorpCIK 0001390777 | 949,688 | $5.57M | +12,089 | ↑ INC |
Nuveen, LLCCIK 0001871926 | 815,427 | $4.79M | +14,168 | ↑ INC |
CWA Asset Management Group, LLCCIK 0001667134 | 786,478 | $4.62M | +429,159 | ↑ INC |
JACOBS LEVY EQUITY MANAGEMENT, INCCIK 0000884414 | 702,319 | $4.12M | +125,366 | ↑ INC |
GOLDMAN SACHS GROUP INCCIK 0000886982 | 691,991 | $4.06M | -135,663 | ↓ DEC |
CHARLES SCHWAB INVESTMENT MANAGEMENT INCCIK 0000884546 | 499,140 | $2.93M | +2,978 | ↑ INC |
TWO SIGMA INVESTMENTS, LPCIK 0001179392 | 468,185 | $2.75M | +153,146 | ↑ INC |
NORTHERN TRUST CORPCIK 0000073124 | 434,643 | $2.55M | +21,064 | ↑ INC |
VANGUARD FIDUCIARY TRUST COCIK 0000933478 | 432,065 | $2.54M | +432,065 | NEW |
Creative PlanningCIK 0001540235 | 396,521 | $2.33M | +176,342 | ↑ INC |
FIRST TRUST ADVISORS LPCIK 0001125816 | 366,573 | $2.15M | +117,451 | ↑ INC |
| Filer | Δ Shares | Value |
|---|---|---|
VANGUARD CAPITAL MANAGEMENT LLCNEW | +3,083,172 | $18.10M |
VANGUARD PORTFOLIO MANAGEMENT LLCNEW | +1,475,852 | $8.66M |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP↑ INC | +1,067,463 | $6.62M |
MILLENNIUM MANAGEMENT LLC↑ INC | +708,559 | $7.97M |
BlackRock, Inc.↑ INC | +531,821 | $27.65M |
DIMENSIONAL FUND ADVISORS LP↑ INC | +448,066 | $19.41M |
VANGUARD FIDUCIARY TRUST CONEW | +432,065 | $2.54M |
CWA Asset Management Group, LLC↑ INC | +429,159 | $4.62M |
Point72 Asset Management, L.P.↑ INC | +345,259 | $2.04M |
UBS Group AG↑ INC | +276,939 | $1.80M |
| Filer | Δ Shares | Value |
|---|---|---|
BANK OF AMERICA CORP /DE/↓ DEC | -1,090,111 | $904.39K |
HAMILTON LANE ADVISORS LLC↓ DEC | -481,435 | $43.37M |
JANE STREET GROUP, LLC↓ DEC | -300,884 | $101.20K |
MORGAN STANLEY↓ DEC | -182,788 | $1.75M |
Georgetown University↓ DEC | -142,356 | $18.68M |
GOLDMAN SACHS GROUP INC↓ DEC | -135,663 | $4.06M |
RAYMOND JAMES FINANCIAL INC↓ DEC | -94,726 | $60.81K |
Susquehanna Portfolio Strategies, LLC↓ DEC | -92,083 | $81.45K |
ExodusPoint Capital Management, LP↓ DEC | -90,713 | $548.83K |
AMERIPRISE FINANCIAL INC↓ DEC | -48,499 | $1.03M |