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 |
|---|---|---|---|---|
Invesco Ltd.CIK 0000914208 | 7,212,745 | $19.91M | – | no_change |
NOMURA HOLDINGS INCCIK 0001163653 | 3,564,619 | $9.84M | – | no_change |
BARCLAYS PLCCIK 0000312069 | 1,500,000 | $4.14M | – | no_change |
KIM, LLCCIK 0001888968 | 1,002,819 | $2.77M | +9,762 | ↑ INC |
Blackstone Inc.CIK 0001393818 | 975,081 | $2.69M | – | no_change |
MORGAN STANLEYCIK 0000895421 | 845,852 | $2.33M | +62,480 | ↑ INC |
JPMORGAN CHASE & COCIK 0000019617 | 592,219 | $1.64M | -23,369 | ↓ DEC |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 547,270 | $1.51M | +4,547 | ↑ INC |
NEXPOINT ASSET MANAGEMENT, L.P.CIK 0001469877 | 408,240 | $1.13M | – | no_change |
De Lisle Partners LLPCIK 0002011184 | 335,434 | $900.64K | – | no_change |
Artisan Partners Limited PartnershipCIK 0001466153 | 114,935 | $317.22K | – | no_change |
SUSQUEHANNA INTERNATIONAL GROUP, LLPCIK 0001446194 | 104,523 | $288.48K | +17,921 | ↑ INC |
LEVIN CAPITAL STRATEGIES, L.P.CIK 0001354821 | 55,000 | $151.80K | – | no_change |
OSAIC HOLDINGS, INC.CIK 0001677044 | 45,348 | $125.13K | -4,060 | ↓ DEC |
Annis Gardner Whiting Capital Advisors, LLCCIK 0001998414 | 43,794 | $120.87K | +43,794 | NEW |
COMMONWEALTH EQUITY SERVICES, LLCCIK 0000312272 | 35,776 | $98.74K | +15 | ↑ INC |
Confluence Wealth Services, Inc.CIK 0001910411 | 32,526 | $89.77K | +78 | ↑ INC |
UBS Group AGCIK 0001610520 | 28,981 | $79.99K | -1,346 | ↓ DEC |
MONETA GROUP INVESTMENT ADVISORS LLCCIK 0001120927 | 28,016 | $77.32K | +51 | ↑ INC |
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717 | 26,486 | $73.10K | – | no_change |
AGP FRANKLIN, LLCCIK 0002056566 | 14,693 | $40.55K | -16,307 | ↓ DEC |
Pettinga Financial Advisors LLCCIK 0001694592 | 12,525 | $34.57K | – | no_change |
Independent Advisor AllianceCIK 0001696899 | 12,347 | $34.08K | +1 | ↑ INC |
Ipsen Advisor Group LLCCIK 0001964922 | 11,702 | $32.30K | +22 | ↑ INC |
LPL Financial LLCCIK 0001403438 | 11,538 | $31.84K | -450 | ↓ DEC |
| Filer | Δ Shares | Value |
|---|---|---|
MORGAN STANLEY↑ INC | +62,480 | $2.33M |
Annis Gardner Whiting Capital Advisors, LLCNEW | +43,794 | $120.87K |
SUSQUEHANNA INTERNATIONAL GROUP, LLP↑ INC | +17,921 | $288.48K |
KIM, LLC↑ INC | +9,762 | $2.77M |
BANK OF AMERICA CORP /DE/↑ INC | +4,547 | $1.51M |
BNP PARIBAS FINANCIAL MARKETS↑ INC | +1,760 | $11.59K |
HARBOUR INVESTMENTS, INC.↑ INC | +200 | $1.10K |
Meriwether Wealth & Planning, LLC↑ INC | +91 | $28.63K |
Confluence Wealth Services, Inc.↑ INC | +78 | $89.77K |
MONETA GROUP INVESTMENT ADVISORS LLC↑ INC | +51 | $77.32K |
| Filer | Δ Shares | Value |
|---|---|---|
JPMORGAN CHASE & CO↓ DEC | -23,369 | $1.64M |
AGP FRANKLIN, LLC↓ DEC | -16,307 | $40.55K |
OSAIC HOLDINGS, INC.↓ DEC | -4,060 | $125.13K |
RAYMOND JAMES FINANCIAL INC↓ DEC | -4,050 | $29.24K |
UBS Group AG↓ DEC | -1,346 | $79.99K |
LPL Financial LLC↓ DEC | -450 | $31.84K |