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 | 30,880,193 | $1.20B | +577,102 | ↑ INC |
GOLDMAN SACHS GROUP INCCIK 0000886982 | 7,949,898 | $309.01M | -1,131,286 | ↓ DEC |
Blackstone Inc.CIK 0001393818 | 7,769,525 | $302.00M | +4,122,450 | ↑ INC |
Invesco Ltd.CIK 0000914208 | 7,183,005 | $279.20M | +563,137 | ↑ INC |
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.CIK 0001705339 | 7,066,430 | $274.67M | +644,054 | ↑ INC |
TORTOISE CAPITAL ADVISORS, L.L.C.CIK 0001280965 | 4,466,939 | $173.63M | +45,083 | ↑ INC |
Bank of New York Mellon CorpCIK 0001390777 | 3,752,002 | $145.84M | +1,512,007 | ↑ INC |
TD ASSET MANAGEMENT INCCIK 0001056053 | 2,201,117 | $85.56M | -425,321 | ↓ DEC |
Epoch Investment Partners, Inc.CIK 0001305841 | 2,081,821 | $80.92M | -418,777 | ↓ DEC |
Neuberger Berman Group LLCCIK 0001465109 | 1,975,914 | $76.81M | -288,052 | ↓ DEC |
UBS Group AGCIK 0001610520 | 1,963,999 | $76.34M | -74,227 | ↓ DEC |
JPMORGAN CHASE & COCIK 0000019617 | 1,841,105 | $72.72M | +102,416 | ↑ INC |
FMR LLCCIK 0000315066 | 1,728,235 | $67.18M | -89,133 | ↓ DEC |
MORGAN STANLEYCIK 0000895421 | 1,720,891 | $66.89M | -57,768 | ↓ DEC |
Clearbridge Investments, LLCCIK 0001348883 | 1,707,385 | $66.37M | +62,400 | ↑ INC |
CI INVESTMENTS INC.CIK 0001163648 | 1,551,776 | $60.32M | -20,394 | ↓ DEC |
KAYNE ANDERSON CAPITAL ADVISORS LPCIK 0000949615 | 1,511,093 | $58.74M | -134,525 | ↓ DEC |
MILLER HOWARD INVESTMENTS INC /NYCIK 0000903947 | 1,491,899 | $57.99M | +45,584 | ↑ INC |
WESTWOOD HOLDINGS GROUP INCCIK 0001165002 | 1,311,435 | $50.98M | -477,755 | ↓ DEC |
Fractal Investments LLCCIK 0001843590 | 1,185,220 | $46.07M | – | no_change |
LAZARD ASSET MANAGEMENT LLCCIK 0001207017 | 1,069,244 | $41.56M | +980,929 | ↑ INC |
FIRST TRUST ADVISORS LPCIK 0001125816 | 959,321 | $37.29M | +247,973 | ↑ INC |
Nearwater Capital Markets, LtdCIK 0001915842 | 900,000 | $34.98M | +900,000 | NEW |
BlackRock, Inc.CIK 0002012383 | 891,965 | $34.67M | +18,896 | ↑ INC |
EAGLE GLOBAL ADVISORS LLCCIK 0001130787 | 857,561 | $33.33M | -815,215 | ↓ DEC |
| Filer | Δ Shares | Value |
|---|---|---|
Blackstone Inc.↑ INC | +4,122,450 | $302.00M |
Bank of New York Mellon Corp↑ INC | +1,512,007 | $145.84M |
LAZARD ASSET MANAGEMENT LLC↑ INC | +980,929 | $41.56M |
Nearwater Capital Markets, LtdNEW | +900,000 | $34.98M |
VANGUARD PORTFOLIO MANAGEMENT LLCNEW | +725,622 | $28.20M |
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.↑ INC | +644,054 | $274.67M |
ALPS ADVISORS INC↑ INC | +577,102 | $1.20B |
Invesco Ltd.↑ INC | +563,137 | $279.20M |
FIRST TRUST ADVISORS LP↑ INC | +247,973 | $37.29M |
NEOS Investment Management LLC↑ INC | +209,990 | $8.88M |
| Filer | Δ Shares | Value |
|---|---|---|
GOLDMAN SACHS GROUP INC↓ DEC | -1,131,286 | $309.01M |
BALYASNY ASSET MANAGEMENT L.P.↓ DEC | -966,137 | $236.80K |
CIBC Bancorp USA Inc.↓ DEC | -913,313 | $30.30M |
EAGLE GLOBAL ADVISORS LLC↓ DEC | -815,215 | $33.33M |
INFRASTRUCTURE CAPITAL ADVISORS, LLC↓ DEC | -712,277 | $25.99M |
WESTWOOD HOLDINGS GROUP INC↓ DEC | -477,755 | $50.98M |
TD ASSET MANAGEMENT INC↓ DEC | -425,321 | $85.56M |
Epoch Investment Partners, Inc.↓ DEC | -418,777 | $80.92M |
DEUTSCHE BANK AG\↓ DEC | -356,458 | $463.25K |
BANK OF AMERICA CORP /DE/↓ DEC | -339,333 | $12.50M |