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Institutional Holders · 13F

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.

Ownership

Institutions25.1%
Insiders2.2%
Institutions Count414
Institutions 25.1%Insiders 2.2%Float (Other) 72.6%
13F Filers (top 25)25Quarter 2026-03-31
Top-25 Reported Value$543.55MSum of shown holders' market value
Net Position Change10 adds · 10 trimsLargest movers this quarter

Top Holders by Value

25 shown
FilerSharesMarket ValueΔ SharesChange
UBS Group AGCIK 0001610520
1,338,812$70.90M+726,936↑ INC
MORGAN STANLEYCIK 0000895421
854,585$45.26M-13,276↓ DEC
Legal & General Group PlcCIK 0000764068
784,021$41.51M+64,054↑ INC
SUSQUEHANNA INTERNATIONAL GROUP, LLPCIK 0001446194
608,428$32.22M+220,257↑ INC
TWO SIGMA INVESTMENTS, LPCIK 0001179392
524,038$27.75M+451,631↑ INC
Qube Research & Technologies LtdCIK 0001729829
485,799$25.73M+295,904↑ INC
Muzinich & Co., Inc.CIK 0001618824
484,823$25.68M+44,811↑ INC
ADELL HARRIMAN & CARPENTER INCCIK 0001134152
484,584$25.66M+6,149↑ INC
Invesco Ltd.CIK 0000914208
432,475$22.90M+12,720↑ INC
BlackRock, Inc.CIK 0002012383
424,235$22.47M+214,109↑ INC
Sumitomo Mitsui Trust Group, Inc.CIK 0001475365
370,509$19.62M+14,962↑ INC
MILLENNIUM MANAGEMENT LLCCIK 0001273087
359,838$19.06M-29,125↓ DEC
LPL Financial LLCCIK 0001403438
347,928$18.43M-447↓ DEC
FRANKLIN RESOURCES INCCIK 0000038777
320,868$16.99M+19,160↑ INC
GOLDMAN SACHS GROUP INCCIK 0000886982
313,388$16.60M-43,411↓ DEC
CHILDRESS CAPITAL ADVISORS, LLCCIK 0001849561
293,733$15.56M–no_change
RAYMOND JAMES FINANCIAL INCCIK 0000720005
263,721$13.93M+10,921↑ INC
CITIGROUP INCCIK 0000831001
256,101$13.56M-245,308↓ DEC
SANDERS MORRIS HARRIS LLCCIK 0001053994
237,255$12.57M+33,423↑ INC
Trinity Legacy Partners, LLCCIK 0001652529
203,156$11.46M+11,657↑ INC
MARSHALL WACE, LLPCIK 0001318757
205,441$10.88M+58,796↑ INC
Private Advisor Group, LLCCIK 0001567755
170,310$9.02M-2,914↓ DEC
OSAIC HOLDINGS, INC.CIK 0001677044
169,695$8.99M-1,033↓ DEC
JPMORGAN CHASE & COCIK 0000019617
167,892$8.67M-53,282↓ DEC
BENJAMIN EDWARDS INCCIK 0001451623
153,623$8.14M-3,229↓ DEC

Top Adds (Buyers)

FilerΔ SharesValue
VAN ECK ASSOCIATES CORP↑ INC
+976,576$111.69K
UBS Group AG↑ INC
+726,936$70.90M
TWO SIGMA INVESTMENTS, LP↑ INC
+451,631$27.75M
Qube Research & Technologies Ltd↑ INC
+295,904$25.73M
SUSQUEHANNA INTERNATIONAL GROUP, LLP↑ INC
+220,257$32.22M
BlackRock, Inc.↑ INC
+214,109$22.47M
Trexquant Investment LP↑ INC
+123,909$7.55M
STATE STREET CORPNEW
+110,688$5.86M
ENVESTNET ASSET MANAGEMENT INC↑ INC
+79,691$6.74M
CANADA LIFE ASSURANCE Co↑ INC
+73,861$5.19K

Top Trims (Sellers)

FilerΔ SharesValue
Corient Private Wealth LLC↓ DEC
-875,062$810.19K
JANE STREET GROUP, LLC↓ DEC
-355,648$963.87K
CITIGROUP INC↓ DEC
-245,308$13.56M
Sound Income Strategies, LLC↓ DEC
-217,879$6.13M
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC↓ DEC
-112,067$5.97K
FIRST TRUST ADVISORS LP↓ DEC
-61,444$5.00M
JPMORGAN CHASE & CO↓ DEC
-53,282$8.67M
XTX Topco Ltd↓ DEC
-45,579$844.02K
GOLDMAN SACHS GROUP INC↓ DEC
-43,411$16.60M
MILLENNIUM MANAGEMENT LLC↓ DEC
-29,125$19.06M