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 |
|---|---|---|---|---|
Integrated Wealth Concepts LLCCIK 0001737109 | 2,532,639 | $46.58M | +2,532,639 | NEW |
FEDERATED HERMES, INC.CIK 0001056288 | 1,193,760 | $21.95M | -244,076 | ↓ DEC |
BlackRock, Inc.CIK 0002012383 | 1,122,903 | $20.65M | -139,141 | ↓ DEC |
DIMENSIONAL FUND ADVISORS LPCIK 0000354204 | 760,128 | $13.98M | +78,849 | ↑ INC |
PRIVATE MANAGEMENT GROUP INCCIK 0001142031 | 740,017 | $13.61M | +673,113 | ↑ INC |
Point72 Asset Management, L.P.CIK 0001603466 | 12,604,000 | $12.29M | – | no_change |
Walleye Capital LLCCIK 0001758720 | 12,500,000 | $12.06M | – | no_change |
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119 | 643,764 | $11.84M | +643,764 | NEW |
ARIEL INVESTMENTS, LLCCIK 0000936753 | 628,860 | $11.56M | -607 | ↓ DEC |
TWO SIGMA INVESTMENTS, LPCIK 0001179392 | 446,215 | $8.21M | +132,540 | ↑ INC |
AMERIPRISE FINANCIAL INCCIK 0000820027 | 403,913 | $7.43M | -95,567 | ↓ DEC |
CITADEL ADVISORS LLCCIK 0001423053 | 395,478 | $7.27M | +236,236 | ↑ INC |
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717 | 363,658 | $6.69M | +17,466 | ↑ INC |
VANGUARD PORTFOLIO MANAGEMENT LLCCIK 0002100121 | 322,602 | $5.93M | +322,602 | NEW |
AMERICAN CENTURY COMPANIES INCCIK 0000748054 | 312,478 | $5.75M | +73,709 | ↑ INC |
SEI INVESTMENTS COCIK 0000350894 | 312,330 | $5.74M | +170,725 | ↑ INC |
STATE STREET CORPCIK 0000093751 | 299,451 | $5.51M | -31,575 | ↓ DEC |
CHARLES SCHWAB INVESTMENT MANAGEMENT INCCIK 0000884546 | 262,146 | $4.82M | -29,908 | ↓ DEC |
Dana Investment Advisors, Inc.CIK 0001427514 | 247,574 | $4.55M | +27,492 | ↑ INC |
GOLDMAN SACHS GROUP INCCIK 0000886982 | 185,502 | $3.41M | -174,059 | ↓ DEC |
MORGAN STANLEYCIK 0000895421 | 177,944 | $3.27M | -154,107 | ↓ DEC |
Allspring Global Investments Holdings, LLCCIK 0001890906 | 166,606 | $3.06M | +166,545 | ↑ INC |
JANE STREET GROUP, LLCCIK 0001595888 | 164,166 | $3.02M | +43,404 | ↑ INC |
MARSHALL WACE, LLPCIK 0001318757 | 160,381 | $2.95M | -77,849 | ↓ DEC |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPCIK 0001164508 | 148,160 | $2.72M | +144,326 | ↑ INC |
| Filer | Δ Shares | Value |
|---|---|---|
Integrated Wealth Concepts LLCNEW | +2,532,639 | $46.58M |
Jefferies Financial Group Inc.↑ INC | +2,058,000 | $2.13M |
PRIVATE MANAGEMENT GROUP INC↑ INC | +673,113 | $13.61M |
VANGUARD CAPITAL MANAGEMENT LLCNEW | +643,764 | $11.84M |
VANGUARD PORTFOLIO MANAGEMENT LLCNEW | +322,602 | $5.93M |
CITADEL ADVISORS LLC↑ INC | +236,236 | $7.27M |
Tieton Capital Management, LLC↑ INC | +180,125 | $7.85K |
SEI INVESTMENTS CO↑ INC | +170,725 | $5.74M |
Allspring Global Investments Holdings, LLC↑ INC | +166,545 | $3.06M |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP↑ INC | +144,326 | $2.72M |
| Filer | Δ Shares | Value |
|---|---|---|
LORD, ABBETT & CO. LLC↓ DEC | -17,700,000 | $11.24K |
FEDERATED HERMES, INC.↓ DEC | -244,076 | $21.95M |
GOLDMAN SACHS GROUP INC↓ DEC | -174,059 | $3.41M |
MORGAN STANLEY↓ DEC | -154,107 | $3.27M |
BlackRock, Inc.↓ DEC | -139,141 | $20.65M |
BNP PARIBAS FINANCIAL MARKETS↓ DEC | -115,473 | $2.43M |
HRT FINANCIAL LP↓ DEC | -104,390 | $1.56K |
AMERIPRISE FINANCIAL INC↓ DEC | -95,567 | $7.43M |
MARSHALL WACE, LLP↓ DEC | -77,849 | $2.95M |
CANADA PENSION PLAN INVESTMENT BOARD↓ DEC | -73,800 | $268.49K |