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 |
|---|---|---|---|---|
Sound Income Strategies, LLCCIK 0001730960 | 3,382,058 | $49.24M | +678,783 | ↑ INC |
UBS Group AGCIK 0001610520 | 2,493,992 | $36.84M | +822,132 | ↑ INC |
TWO SIGMA INVESTMENTS, LPCIK 0001179392 | 2,324,859 | $34.34M | +561,503 | ↑ INC |
Qube Research & Technologies LtdCIK 0001729829 | 2,235,750 | $33.02M | +709,224 | ↑ INC |
SUSQUEHANNA INTERNATIONAL GROUP, LLPCIK 0001446194 | 1,953,871 | $28.86M | +1,070,576 | ↑ INC |
LPL Financial LLCCIK 0001403438 | 1,795,677 | $26.52M | -27,728 | ↓ DEC |
Legal & General Group PlcCIK 0000764068 | 1,498,653 | $22.14M | +116,569 | ↑ INC |
CITADEL ADVISORS LLCCIK 0001423053 | 1,360,685 | $20.10M | +211,146 | ↑ INC |
Muzinich & Co., Inc.CIK 0001618824 | 1,350,125 | $19.94M | +14,338 | ↑ INC |
MORGAN STANLEYCIK 0000895421 | 1,264,616 | $18.68M | +150,443 | ↑ INC |
FRANKLIN RESOURCES INCCIK 0000038777 | 1,135,489 | $16.77M | +160,134 | ↑ INC |
Sumitomo Mitsui Trust Group, Inc.CIK 0001475365 | 1,025,337 | $15.14M | +6,578 | ↑ INC |
MILLENNIUM MANAGEMENT LLCCIK 0001273087 | 985,160 | $14.55M | -517,416 | ↓ DEC |
TECTONIC ADVISORS LLCCIK 0001859918 | 893,102 | $13.19M | +133,356 | ↑ INC |
Advisors Capital Management, LLCCIK 0001345576 | 856,216 | $12.65M | +27,958 | ↑ INC |
BlackRock, Inc.CIK 0002012383 | 855,052 | $12.63M | -477,964 | ↓ DEC |
JPMORGAN CHASE & COCIK 0000019617 | 878,600 | $12.48M | +558,385 | ↑ INC |
PANORAMIC INVESTMENT ADVISORS, LLCCIK 0001967332 | 799,775 | $11.81M | +799,775 | NEW |
Melia Wealth LLCCIK 0001964047 | 799,708 | $11.81M | -2,477 | ↓ DEC |
ARES MANAGEMENT LLCCIK 0001259313 | 776,606 | $11.47M | +575,000 | ↑ INC |
WELLS FARGO & COMPANY/MNCIK 0000072971 | 749,207 | $11.07M | +8,726 | ↑ INC |
Gilman Hill Asset Management, LLCCIK 0001551969 | 617,833 | $9.13M | +37,393 | ↑ INC |
STIFEL FINANCIAL CORPCIK 0000720672 | 501,728 | $7.41M | -105,412 | ↓ DEC |
Jefferies Financial Group Inc.CIK 0000096223 | 498,830 | $7.37M | +449,253 | ↑ INC |
ROYAL BANK OF CANADACIK 0001000275 | 496,406 | $7.33M | -147,364 | ↓ DEC |
| Filer | Δ Shares | Value |
|---|---|---|
Quantum Portfolio Management LLCNEW | +19,273,267 | $28.47K |
SUSQUEHANNA INTERNATIONAL GROUP, LLP↑ INC | +1,070,576 | $28.86M |
UBS Group AG↑ INC | +822,132 | $36.84M |
PANORAMIC INVESTMENT ADVISORS, LLCNEW | +799,775 | $11.81M |
Qube Research & Technologies Ltd↑ INC | +709,224 | $33.02M |
Sound Income Strategies, LLC↑ INC | +678,783 | $49.24M |
ARES MANAGEMENT LLC↑ INC | +575,000 | $11.47M |
TWO SIGMA INVESTMENTS, LP↑ INC | +561,503 | $34.34M |
JPMORGAN CHASE & CO↑ INC | +558,385 | $12.48M |
Jefferies Financial Group Inc.↑ INC | +449,253 | $7.37M |
| Filer | Δ Shares | Value |
|---|---|---|
MILLENNIUM MANAGEMENT LLC↓ DEC | -517,416 | $14.55M |
BlackRock, Inc.↓ DEC | -477,964 | $12.63M |
VOLORIDGE INVESTMENT MANAGEMENT, LLC↓ DEC | -406,478 | $4.45M |
Atom Investors LP↓ DEC | -360,712 | $367.51K |
VAN ECK ASSOCIATES CORP↓ DEC | -294,296 | $46.73K |
Left Brain Wealth Management, LLC↓ DEC | -285,553 | $150.65K |
JANE STREET GROUP, LLC↓ DEC | -285,137 | $3.41M |
RAYMOND JAMES FINANCIAL INC↓ DEC | -214,496 | $7.04M |
Jump Financial, LLC↓ DEC | -164,819 | $2.90M |
Quantbot Technologies LP↓ DEC | -149,706 | $945.03K |