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 |
|---|---|---|---|---|
THORNBURG INVESTMENT MANAGEMENT INCCIK 0001145020 | 3,237,783 | $36.39M | +100,000 | ↑ INC |
Apollo Management Holdings, L.P.CIK 0001449434 | 2,348,747 | $26.40M | -40,123 | ↓ DEC |
Next Capital Management LLCCIK 0001752762 | 1,871,652 | $21.04M | +387,303 | ↑ INC |
UBS Group AGCIK 0001610520 | 1,818,285 | $20.44M | -206,027 | ↓ DEC |
MORGAN STANLEYCIK 0000895421 | 1,614,619 | $18.15M | -129,062 | ↓ DEC |
Invesco Ltd.CIK 0000914208 | 1,294,585 | $14.55M | +383,544 | ↑ INC |
Russell Investments Group, Ltd.CIK 0001692234 | 783,193 | $8.80M | +518,878 | ↑ INC |
Legal & General Group PlcCIK 0000764068 | 725,413 | $8.16M | +73,562 | ↑ INC |
Muzinich & Co., Inc.CIK 0001618824 | 716,498 | $8.05M | +1,722 | ↑ INC |
CURA WEALTH ADVISORS, LLCCIK 0002056729 | 613,918 | $6.90M | -28,000 | ↓ DEC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 607,486 | $6.83M | +121,080 | ↑ INC |
Sumitomo Mitsui Trust Group, Inc.CIK 0001475365 | 549,575 | $6.18M | – | no_change |
ARES MANAGEMENT LLCCIK 0001259313 | 545,532 | $6.13M | – | no_change |
Callodine Capital Management, LPCIK 0001741675 | 458,108 | $5.15M | -25,300 | ↓ DEC |
CONDOR CAPITAL MANAGEMENTCIK 0001082491 | 434,228 | $4.88M | -21,989 | ↓ DEC |
FOUNDATIONS INVESTMENT ADVISORS, LLCCIK 0001743404 | 433,541 | $4.87M | -52,903 | ↓ DEC |
FRANKLIN RESOURCES INCCIK 0000038777 | 428,642 | $4.82M | -16,660 | ↓ DEC |
BlackRock, Inc.CIK 0002012383 | 403,868 | $4.54M | +87,664 | ↑ INC |
Ethos Financial Group, LLCCIK 0001954242 | 393,598 | $4.50M | – | no_change |
CASTLEKEEP INVESTMENT ADVISORS LLCCIK 0001404780 | 396,173 | $4.45M | +11,236 | ↑ INC |
D.A. DAVIDSON & CO.CIK 0001080107 | 360,807 | $4.06M | +10,736 | ↑ INC |
XTX Topco LtdCIK 0001828301 | 342,330 | $3.85M | +207,033 | ↑ INC |
WELLS FARGO & COMPANY/MNCIK 0000072971 | 298,288 | $3.35M | -6,411 | ↓ DEC |
United Advisor Group, LLCCIK 0002004873 | 270,052 | $3.04M | +14,334 | ↑ INC |
LPL Financial LLCCIK 0001403438 | 261,745 | $2.94M | -55,725 | ↓ DEC |
| Filer | Δ Shares | Value |
|---|---|---|
Russell Investments Group, Ltd.↑ INC | +518,878 | $8.80M |
Next Capital Management LLC↑ INC | +387,303 | $21.04M |
Invesco Ltd.↑ INC | +383,544 | $14.55M |
XTX Topco Ltd↑ INC | +207,033 | $3.85M |
VARCOV Co.↑ INC | +155,181 | $2.01M |
RAYMOND JAMES FINANCIAL INC↑ INC | +121,080 | $6.83M |
Magnetar Financial LLCNEW | +112,559 | $1.27M |
Crawford Fund Management, LLC↑ INC | +105,000 | $2.08M |
THORNBURG INVESTMENT MANAGEMENT INC↑ INC | +100,000 | $36.39M |
BlackRock, Inc.↑ INC | +87,664 | $4.54M |
| Filer | Δ Shares | Value |
|---|---|---|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO↓ DEC | -4,112,437 | $10.07K |
VAN ECK ASSOCIATES CORP↓ DEC | -510,431 | $20.36K |
Alpine Global Management, LLC↓ DEC | -242,320 | $829.13K |
JANE STREET GROUP, LLC↓ DEC | -215,953 | $386.14K |
UBS Group AG↓ DEC | -206,027 | $20.44M |
Closed-End Fund Advisors, Inc.↓ DEC | -150,019 | $380.73K |
TWO SIGMA INVESTMENTS, LP↓ DEC | -138,978 | $2.79M |
MORGAN STANLEY↓ DEC | -129,062 | $18.15M |
HBK INVESTMENTS L P↓ DEC | -105,500 | $1.12M |
AMERIPRISE FINANCIAL INC↓ DEC | -97,128 | $860.16K |