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 |
|---|---|---|---|---|
ALPS ADVISORS INCCIK 0001376113 | 27,070,962 | $1.54B | +26,641,396 | ↑ INC |
Invesco Ltd.CIK 0000914208 | 18,266,606 | $1.04B | +78,728 | ↑ INC |
Blackstone Inc.CIK 0001393818 | 15,350,683 | $876.06M | -354,802 | ↓ DEC |
TORTOISE CAPITAL ADVISORS, L.L.C.CIK 0001280965 | 13,260,584 | $756.78M | -59,334 | ↓ DEC |
GOLDMAN SACHS GROUP INCCIK 0000886982 | 12,507,539 | $713.81M | +45,884 | ↑ INC |
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.CIK 0001705339 | 7,319,250 | $417.71M | +410,868 | ↑ INC |
KAYNE ANDERSON CAPITAL ADVISORS LPCIK 0000949615 | 6,826,567 | $389.59M | -400,833 | ↓ DEC |
UBS Group AGCIK 0001610520 | 5,233,512 | $298.68M | -71,234 | ↓ DEC |
Energy Income Partners, LLCCIK 0001388814 | 5,157,478 | $294.34M | -142,246 | ↓ DEC |
MORGAN STANLEYCIK 0000895421 | 4,964,199 | $283.31M | -798,911 | ↓ DEC |
JPMORGAN CHASE & COCIK 0000019617 | 4,133,666 | $238.39M | +847,524 | ↑ INC |
BANK OF MONTREAL /CAN/CIK 0000927971 | 4,027,427 | $229.85M | +4,021,783 | ↑ INC |
FMR LLCCIK 0000315066 | 3,360,863 | $191.80M | +1,692,220 | ↑ INC |
Brave Warrior Advisors, LLCCIK 0001553733 | 3,253,524 | $185.68M | -1,220,591 | ↓ DEC |
CIBC Bancorp USA Inc.CIK 0001711924 | 2,642,104 | $148.34M | -46,966 | ↓ DEC |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 2,573,276 | $146.86M | -5,957,790 | ↓ DEC |
Clearbridge Investments, LLCCIK 0001348883 | 2,343,689 | $133.75M | – | no_change |
MILLER HOWARD INVESTMENTS INC /NYCIK 0000903947 | 2,239,694 | $127.82M | -76,227 | ↓ DEC |
WESTWOOD HOLDINGS GROUP INCCIK 0001165002 | 2,236,856 | $127.66M | +2,194,739 | ↑ INC |
BROOKFIELD Corp /ON/CIK 0001001085 | 2,173,816 | $124.06M | -786,014 | ↓ DEC |
Fractal Investments LLCCIK 0001843590 | 2,051,301 | $117.07M | – | no_change |
CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENTCIK 0001329375 | 1,859,100 | $106.10M | -24,700 | ↓ DEC |
EAGLE GLOBAL ADVISORS LLCCIK 0001130787 | 1,805,346 | $103.03M | -79,239 | ↓ DEC |
ING GROEP NVCIK 0001039765 | 1,768,200 | $100.91M | -1,135,600 | ↓ DEC |
SUSQUEHANNA INTERNATIONAL GROUP, LLPCIK 0001446194 | 1,683,007 | $96.05M | -132,742 | ↓ DEC |
| Filer | Δ Shares | Value |
|---|---|---|
ALPS ADVISORS INC↑ INC | +26,641,396 | $1.54B |
BANK OF MONTREAL /CAN/↑ INC | +4,021,783 | $229.85M |
WESTWOOD HOLDINGS GROUP INC↑ INC | +2,194,739 | $127.66M |
FMR LLC↑ INC | +1,692,220 | $191.80M |
JPMORGAN CHASE & CO↑ INC | +847,524 | $238.39M |
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.↑ INC | +410,868 | $417.71M |
ROYAL BANK OF CANADA↑ INC | +360,427 | $65.74M |
NEOS Investment Management LLC↑ INC | +306,851 | $19.06M |
BNP PARIBAS FINANCIAL MARKETS↑ INC | +184,415 | $73.65M |
Nuveen, LLC↑ INC | +139,417 | $19.22M |
| Filer | Δ Shares | Value |
|---|---|---|
BANK OF AMERICA CORP /DE/↓ DEC | -5,957,790 | $146.86M |
Brave Warrior Advisors, LLC↓ DEC | -1,220,591 | $185.68M |
ING GROEP NV↓ DEC | -1,135,600 | $100.91M |
MORGAN STANLEY↓ DEC | -798,911 | $283.31M |
BROOKFIELD Corp /ON/↓ DEC | -786,014 | $124.06M |
CITADEL ADVISORS LLC↓ DEC | -550,116 | $27.85M |
KAYNE ANDERSON CAPITAL ADVISORS LP↓ DEC | -400,833 | $389.59M |
Blackstone Inc.↓ DEC | -354,802 | $876.06M |
HRT FINANCIAL LP↓ DEC | -266,070 | $4.16K |
CITIGROUP INC↓ DEC | -242,009 | $12.66M |