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 |
|---|---|---|---|---|
Koch, Inc.CIK 0002027344 | 12,181,351 | $167.13M | -1 | ↓ DEC |
STATE OF MICHIGAN RETIREMENT SYSTEMCIK 0000762152 | 6,566,762 | $90.10M | – | no_change |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 5,565,223 | $76.35M | +143,854 | ↑ INC |
HF Capital, LLCCIK 0002063476 | 2,345,065 | $32.17M | -2,661 | ↓ DEC |
Pathstone Holdings, LLCCIK 0002011612 | 1,118,178 | $15.34M | -235,161 | ↓ DEC |
FRANKLIN RESOURCES INCCIK 0000038777 | 752,186 | $10.32M | +127,548 | ↑ INC |
UBS Group AGCIK 0001610520 | 647,488 | $8.88M | +70,676 | ↑ INC |
Requisite Capital Management, LLCCIK 0001730573 | 605,745 | $8.55M | -70,714 | ↓ DEC |
Russell Investments Group, Ltd.CIK 0001692234 | 551,820 | $7.57M | +357,643 | ↑ INC |
MORGAN STANLEYCIK 0000895421 | 458,060 | $6.28M | +57,604 | ↑ INC |
Sage Mountain Advisors LLCCIK 0001832274 | 418,062 | $5.74M | -380,054 | ↓ DEC |
KENNEDY CAPITAL MANAGEMENT LLCCIK 0000884589 | 391,133 | $5.37M | +391,133 | NEW |
Corient Private Wealth LLCCIK 0001948780 | 377,462 | $4.75M | -28,796 | ↓ DEC |
Callodine Capital Management, LPCIK 0001741675 | 291,741 | $4.00M | -108,259 | ↓ DEC |
Activest Wealth ManagementCIK 0001883134 | 246,966 | $3.39M | +38,570 | ↑ INC |
BlackRock, Inc.CIK 0002012383 | 241,535 | $3.31M | -208,236 | ↓ DEC |
HB Wealth Management, LLCCIK 0001911253 | 235,341 | $3.23M | +17,469 | ↑ INC |
WELLS FARGO & COMPANY/MNCIK 0000072971 | 226,400 | $3.11M | +28,607 | ↑ INC |
AMERICAN FINANCIAL GROUP INCCIK 0001042046 | 205,903 | $2.82M | +205,903 | NEW |
AG Asset Advisory, LLCCIK 0001625008 | 203,300 | $2.79M | – | no_change |
JANE STREET GROUP, LLCCIK 0001595888 | 189,715 | $2.60M | +167,653 | ↑ INC |
Centric Wealth ManagementCIK 0001752761 | 131,578 | $2.00M | -6,133 | ↓ DEC |
RENAISSANCE TECHNOLOGIES LLCCIK 0001037389 | 145,322 | $1.99M | +73,322 | ↑ INC |
DBA TRADING, LLCCIK 0002067608 | 121,998 | $1.67M | +121,998 | NEW |
STATE STREET CORPCIK 0000093751 | 83,110 | $1.17M | +83,110 | NEW |
| Filer | Δ Shares | Value |
|---|---|---|
KENNEDY CAPITAL MANAGEMENT LLCNEW | +391,133 | $5.37M |
Russell Investments Group, Ltd.↑ INC | +357,643 | $7.57M |
AMERICAN FINANCIAL GROUP INCNEW | +205,903 | $2.82M |
JANE STREET GROUP, LLC↑ INC | +167,653 | $2.60M |
BANK OF AMERICA CORP /DE/↑ INC | +143,854 | $76.35M |
FRANKLIN RESOURCES INC↑ INC | +127,548 | $10.32M |
DBA TRADING, LLCNEW | +121,998 | $1.67M |
STATE STREET CORPNEW | +83,110 | $1.17M |
RENAISSANCE TECHNOLOGIES LLC↑ INC | +73,322 | $1.99M |
UBS Group AG↑ INC | +70,676 | $8.88M |
| Filer | Δ Shares | Value |
|---|---|---|
Sage Mountain Advisors LLC↓ DEC | -380,054 | $5.74M |
Pathstone Holdings, LLC↓ DEC | -235,161 | $15.34M |
MILLENNIUM MANAGEMENT LLC↓ DEC | -231,700 | $311.84K |
VAN ECK ASSOCIATES CORP↓ DEC | -225,861 | $8.21K |
Squarepoint Ops LLC↓ DEC | -214,538 | $137.78K |
BlackRock, Inc.↓ DEC | -208,236 | $3.31M |
Callodine Capital Management, LP↓ DEC | -108,259 | $4.00M |
Requisite Capital Management, LLC↓ DEC | -70,714 | $8.55M |
Invesco Ltd.↓ DEC | -40,202 | $210.82K |
Closed-End Fund Advisors, Inc.↓ DEC | -37,347 | $491.93K |