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 | 26,834,927 | $1.25B | +4,900,000 | ↑ INC |
Alaska Permanent Fund CorpCIK 0001582681 | 3,709,000 | $170.54M | +751,000 | ↑ INC |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 3,424,139 | $159.91M | +499,962 | ↑ INC |
SCHOOL EMPLOYEES RETIREMENT BOARD OF OHIOCIK 0000315024 | 2,875,749 | $134.30M | +302,425 | ↑ INC |
Heck Capital Advisors, LLCCIK 0002046227 | 2,435,620 | $113.74M | +1,232,429 | ↑ INC |
Vident Advisory, LLCCIK 0001744347 | 1,683,974 | $78.64M | -27,809 | ↓ DEC |
Blue Trust, Inc.CIK 0001856022 | 1,606,389 | $75.02M | -143,845 | ↓ DEC |
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORPCIK 0001103139 | 1,476,384 | $68.95M | -1,853,078 | ↓ DEC |
Asset Management One Co., Ltd.CIK 0001068855 | 1,427,692 | $66.67M | +237,661 | ↑ INC |
AlTi Global, Inc.CIK 0001838615 | 1,339,049 | $63.51M | -20,951 | ↓ DEC |
BOK Financial Private Wealth, Inc.CIK 0001317348 | 1,130,650 | $52.80M | +421,927 | ↑ INC |
Quadrature Capital LtdCIK 0001651424 | 991,744 | $46.31M | +899,267 | ↑ INC |
AlphaCore Capital LLCCIK 0001713662 | 940,234 | $43.91M | +188,400 | ↑ INC |
BlackRock, Inc.CIK 0002012383 | 843,490 | $39.39M | +843,490 | NEW |
FIFTH THIRD BANCORPCIK 0000035527 | 834,143 | $38.95M | +37,074 | ↑ INC |
Myriad Asset Management Advisors LLCCIK 0002069031 | 777,371 | $36.30M | -115,875 | ↓ DEC |
Mirae Asset Global Investments Co., Ltd.CIK 0001569395 | 740,000 | $34.56M | +428,000 | ↑ INC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 734,747 | $34.31M | +33,054 | ↑ INC |
GOLDMAN SACHS GROUP INCCIK 0000886982 | 657,201 | $30.69M | +344,344 | ↑ INC |
Sanctuary Advisors, LLCCIK 0001777271 | 419,754 | $19.60M | -394,230 | ↓ DEC |
JPMORGAN CHASE & COCIK 0000019617 | 414,045 | $18.63M | -386,762 | ↓ DEC |
Fielder Capital Group LLCCIK 0002010765 | 393,890 | $18.39M | +9,833 | ↑ INC |
United Community BankCIK 0002000314 | 376,344 | $17.58M | -13,323 | ↓ DEC |
Avestar Capital, LLCCIK 0001704404 | 367,753 | $17.17M | +13,238 | ↑ INC |
Reliant Wealth PlanningCIK 0001823393 | 336,983 | $15.74M | +330,758 | ↑ INC |
| Filer | Δ Shares | Value |
|---|---|---|
Sumitomo Mitsui Trust Group, Inc.↑ INC | +4,900,000 | $1.25B |
Heck Capital Advisors, LLC↑ INC | +1,232,429 | $113.74M |
Quadrature Capital Ltd↑ INC | +899,267 | $46.31M |
BlackRock, Inc.NEW | +843,490 | $39.39M |
Alaska Permanent Fund Corp↑ INC | +751,000 | $170.54M |
BANK OF AMERICA CORP /DE/↑ INC | +499,962 | $159.91M |
Mirae Asset Global Investments Co., Ltd.↑ INC | +428,000 | $34.56M |
BOK Financial Private Wealth, Inc.↑ INC | +421,927 | $52.80M |
GOLDMAN SACHS GROUP INC↑ INC | +344,344 | $30.69M |
Reliant Wealth Planning↑ INC | +330,758 | $15.74M |
| Filer | Δ Shares | Value |
|---|---|---|
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP↓ DEC | -1,853,078 | $68.95M |
VICUS CAPITAL↓ DEC | -945,174 | $6.25M |
Sanctuary Advisors, LLC↓ DEC | -394,230 | $19.60M |
JPMORGAN CHASE & CO↓ DEC | -386,762 | $18.63M |
AE Wealth Management LLC↓ DEC | -316,675 | $11.83M |
Blue Trust, Inc.↓ DEC | -143,845 | $75.02M |
MorganRosel Wealth Management, LLC↓ DEC | -126,579 | $5.14M |
Stokes Family Office, LLC↓ DEC | -118,362 | $3.74M |
Myriad Asset Management Advisors LLC↓ DEC | -115,875 | $36.30M |
HRT FINANCIAL LP↓ DEC | -71,048 | $441.00 |