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 |
|---|---|---|---|---|
KAYNE ANDERSON CAPITAL ADVISORS LPCIK 0000949615 | 18,960,034 | $265.44M | -227,547 | ↓ DEC |
AMERICAN CENTURY COMPANIES INCCIK 0000748054 | 2,359,750 | $33.04M | -188,160 | ↓ DEC |
MORGAN STANLEYCIK 0000895421 | 1,182,328 | $16.55M | +114,933 | ↑ INC |
GOLDMAN SACHS GROUP INCCIK 0000886982 | 1,047,130 | $14.66M | -877,376 | ↓ DEC |
ING GROEP NVCIK 0001039765 | 1,012,000 | $14.17M | -6,000 | ↓ DEC |
FIRST TRUST ADVISORS LPCIK 0001125816 | 497,719 | $6.97M | -41,293 | ↓ DEC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 461,379 | $6.46M | +95,642 | ↑ INC |
CIBC Bancorp USA Inc.CIK 0001711924 | 425,621 | $5.96M | -175,779 | ↓ DEC |
&PARTNERSCIK 0000107136 | 264,526 | $3.70M | -6,307 | ↓ DEC |
Chicago Partners Investment Group LLCCIK 0001563525 | 247,255 | $3.21M | -851 | ↓ DEC |
SUSQUEHANNA INTERNATIONAL GROUP, LLPCIK 0001446194 | 208,669 | $2.92M | +184,943 | ↑ INC |
LPL Financial LLCCIK 0001403438 | 193,287 | $2.71M | +132,822 | ↑ INC |
FRANKLIN RESOURCES INCCIK 0000038777 | 182,865 | $2.56M | -1,695 | ↓ DEC |
Invesco Ltd.CIK 0000914208 | 163,476 | $2.29M | -24,247 | ↓ DEC |
STIFEL FINANCIAL CORPCIK 0000720672 | 139,743 | $1.96M | -92,256 | ↓ DEC |
RAFFLES ASSOCIATES LPCIK 0001169581 | 115,000 | $1.61M | – | no_change |
Strategic Financial Concepts, LLCCIK 0001870686 | 102,748 | $1.44M | +75,649 | ↑ INC |
CITADEL ADVISORS LLCCIK 0001423053 | 100,448 | $1.41M | -28,898 | ↓ DEC |
JANE STREET GROUP, LLCCIK 0001595888 | 97,299 | $1.36M | -54,861 | ↓ DEC |
LuminArx Capital Management LPCIK 0001992915 | 96,839 | $1.36M | -222,500 | ↓ DEC |
BLAIR WILLIAM & CO/ILCIK 0000902367 | 62,429 | $874.01K | +62,429 | NEW |
Bramshill Investments, LLCCIK 0001619899 | 50,131 | $701.83K | +17,247 | ↑ INC |
SIGNATURE ESTATE & INVESTMENT ADVISORS LLCCIK 0001079935 | 50,000 | $700.00K | +50,000 | NEW |
ENVESTNET ASSET MANAGEMENT INCCIK 0001407543 | 50,000 | $700.00K | +50,000 | NEW |
UBS Group AGCIK 0001610520 | 47,437 | $664.12K | +46,436 | ↑ INC |
| Filer | Δ Shares | Value |
|---|---|---|
SUSQUEHANNA INTERNATIONAL GROUP, LLP↑ INC | +184,943 | $2.92M |
LPL Financial LLC↑ INC | +132,822 | $2.71M |
MORGAN STANLEY↑ INC | +114,933 | $16.55M |
RAYMOND JAMES FINANCIAL INC↑ INC | +95,642 | $6.46M |
GSA CAPITAL PARTNERS LLP↑ INC | +79,480 | $1.73K |
Strategic Financial Concepts, LLC↑ INC | +75,649 | $1.44M |
BLAIR WILLIAM & CO/ILNEW | +62,429 | $874.01K |
ENVESTNET ASSET MANAGEMENT INCNEW | +50,000 | $700.00K |
SIGNATURE ESTATE & INVESTMENT ADVISORS LLCNEW | +50,000 | $700.00K |
UBS Group AG↑ INC | +46,436 | $664.12K |
| Filer | Δ Shares | Value |
|---|---|---|
GOLDMAN SACHS GROUP INC↓ DEC | -877,376 | $14.66M |
KAYNE ANDERSON CAPITAL ADVISORS LP↓ DEC | -227,547 | $265.44M |
LuminArx Capital Management LP↓ DEC | -222,500 | $1.36M |
AMERICAN CENTURY COMPANIES INC↓ DEC | -188,160 | $33.04M |
CIBC Bancorp USA Inc.↓ DEC | -175,779 | $5.96M |
STIFEL FINANCIAL CORP↓ DEC | -92,256 | $1.96M |
JANE STREET GROUP, LLC↓ DEC | -54,861 | $1.36M |
FIRST TRUST ADVISORS LP↓ DEC | -41,293 | $6.97M |
CITADEL ADVISORS LLC↓ DEC | -28,898 | $1.41M |
Invesco Ltd.↓ DEC | -24,247 | $2.29M |