Stockfacts
Use CasesDocsPricing
Log inSign up free
OverviewFinancialsTrendsTranscriptsOptionsInstitutionsInsidersCorporate ActionsSEC Filings
Stockfacts

EOD US-equity data for investors and AI agents

Data is end-of-day, not real-time, and not investment advice

Use CasesDashboard

Institutional Holders · 13F

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.

Ownership

Institutions41.6%
Insiders11.8%
Institutions Count135
Institutions 41.6%Insiders 11.8%Float (Other) 46.7%
13F Filers (top 25)25Quarter 2026-03-31
Top-25 Reported Value$406.95MSum of shown holders' market value
Net Position Change10 adds · 10 trimsLargest movers this quarter

Top Holders by Value

25 shown
FilerSharesMarket ValueΔ SharesChange
MORGAN STANLEYCIK 0000895421
15,874,362$221.61M-1,974↓ DEC
Generali Asset Management SPA SGRCIK 0002046751
1,829,964$25.55M–no_change
UBS Group AGCIK 0001610520
1,596,596$22.29M-72,097↓ DEC
RIVERNORTH CAPITAL MANAGEMENT, LLCCIK 0001447578
1,052,351$14.69M+287,808↑ INC
TWO SIGMA INVESTMENTS, LPCIK 0001179392
889,349$12.42M+44,579↑ INC
Muzinich & Co., Inc.CIK 0001618824
767,802$10.72M+1,351↑ INC
Russell Investments Group, Ltd.CIK 0001692234
721,949$10.08M+479,532↑ INC
AMERICAN FINANCIAL GROUP INCCIK 0001042046
631,500$8.82M+100,000↑ INC
TORONTO DOMINION BANKCIK 0000947263
622,212$8.69M-91,429↓ DEC
DG Capital Management, LLCCIK 0001512716
575,537$8.03M+575,537NEW
Sumitomo Mitsui Trust Group, Inc.CIK 0001475365
558,113$7.79M–no_change
WELLS FARGO & COMPANY/MNCIK 0000072971
542,796$7.58M+134,380↑ INC
ARES MANAGEMENT LLCCIK 0001259313
412,000$5.75M+312,000↑ INC
Trexquant Investment LPCIK 0001633445
409,326$5.71M-38,771↓ DEC
TT Capital Management LLCCIK 0002056338
332,467$4.64M+29,521↑ INC
Hennion & Walsh Asset Management, Inc.CIK 0001861642
287,383$4.01M+28,454↑ INC
MILLENNIUM MANAGEMENT LLCCIK 0001273087
276,026$3.85M+7,380↑ INC
HighTower Advisors, LLCCIK 0001462245
265,284$3.70M+249,827↑ INC
Americana Partners, LLCCIK 0001797678
257,184$3.59M-294,592↓ DEC
Fosun International LtdCIK 0001447884
240,374$3.36M+18,502↑ INC
SFMG, LLCCIK 0001512026
208,725$2.91M-29,320↓ DEC
Liberty Mutual Group Asset Management Inc.CIK 0001533497
204,770$2.86M-155,003↓ DEC
Activest Wealth ManagementCIK 0001883134
204,723$2.86M+9,102↑ INC
SUSQUEHANNA INTERNATIONAL GROUP, LLPCIK 0001446194
198,544$2.77M+6,677↑ INC
XTX Topco LtdCIK 0001828301
191,913$2.68M+110,314↑ INC

Top Adds (Buyers)

FilerΔ SharesValue
DG Capital Management, LLCNEW
+575,537$8.03M
Russell Investments Group, Ltd.↑ INC
+479,532$10.08M
ARES MANAGEMENT LLC↑ INC
+312,000$5.75M
RIVERNORTH CAPITAL MANAGEMENT, LLC↑ INC
+287,808$14.69M
HighTower Advisors, LLC↑ INC
+249,827$3.70M
ExodusPoint Capital Management, LP↑ INC
+142,432$2.24M
WELLS FARGO & COMPANY/MN↑ INC
+134,380$7.58M
XTX Topco Ltd↑ INC
+110,314$2.68M
STATE STREET CORPNEW
+105,464$1.52M
BALYASNY ASSET MANAGEMENT L.P.↑ INC
+105,186$1.63M

Top Trims (Sellers)

FilerΔ SharesValue
VAN ECK ASSOCIATES CORP↓ DEC
-406,858$20.02K
JANE STREET GROUP, LLC↓ DEC
-296,901$2.11M
Americana Partners, LLC↓ DEC
-294,592$3.59M
Closed-End Fund Advisors, Inc.↓ DEC
-248,615$598.06K
FRANKLIN RESOURCES INC↓ DEC
-184,283$2.61M
CITADEL ADVISORS LLC↓ DEC
-171,828$2.28M
JPMORGAN CHASE & CO↓ DEC
-155,919$315.42K
Liberty Mutual Group Asset Management Inc.↓ DEC
-155,003$2.86M
TORONTO DOMINION BANK↓ DEC
-91,429$8.69M
Quantbot Technologies LP↓ DEC
-86,106$313.12K