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 |
|---|---|---|---|---|
Blue Owl Capital Holdings LPCIK 0001858703 | 2,143,626 | $27.27M | – | no_change |
Corient Private Wealth LLCCIK 0001948780 | 1,732,619 | $22.04M | -172,144 | ↓ DEC |
Diameter Capital Partners LPCIK 0001727012 | 1,379,361 | $17.55M | +158,561 | ↑ INC |
BROWN BROTHERS HARRIMAN & COCIK 0000014661 | 921,978 | $11.73M | +582,000 | ↑ INC |
Invesco Ltd.CIK 0000914208 | 893,537 | $11.37M | +151,241 | ↑ INC |
UBS Group AGCIK 0001610520 | 682,133 | $8.68M | -6,917 | ↓ DEC |
TWO SIGMA INVESTMENTS, LPCIK 0001179392 | 630,747 | $8.02M | +157,682 | ↑ INC |
Opal Wealth Advisors, LLCCIK 0001844201 | 625,215 | $7.95M | +73,241 | ↑ INC |
ARES MANAGEMENT LLCCIK 0001259313 | 574,838 | $7.31M | +214,008 | ↑ INC |
Callodine Capital Management, LPCIK 0001741675 | 450,000 | $5.72M | -99,369 | ↓ DEC |
Hennion & Walsh Asset Management, Inc.CIK 0001861642 | 430,034 | $5.47M | -49,323 | ↓ DEC |
MORGAN STANLEYCIK 0000895421 | 369,431 | $4.70M | -93,476 | ↓ DEC |
STIFEL FINANCIAL CORPCIK 0000720672 | 335,747 | $4.27M | -16,800 | ↓ DEC |
WELLS FARGO & COMPANY/MNCIK 0000072971 | 311,270 | $3.96M | -40,289 | ↓ DEC |
Nuveen, LLCCIK 0001871926 | 226,765 | $2.88M | +7,357 | ↑ INC |
Bulldog Investors, LLPCIK 0001504304 | 224,822 | $2.86M | +51,410 | ↑ INC |
AMERIPRISE FINANCIAL INCCIK 0000820027 | 207,545 | $2.64M | +57,531 | ↑ INC |
Trexquant Investment LPCIK 0001633445 | 202,411 | $2.57M | +3,257 | ↑ INC |
GraniteShares Advisors LLCCIK 0001839545 | 175,377 | $2.23M | -20,064 | ↓ DEC |
RENAISSANCE TECHNOLOGIES LLCCIK 0001037389 | 152,024 | $1.93M | +33,918 | ↑ INC |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 147,909 | $1.88M | +27,970 | ↑ INC |
GOLDMAN SACHS GROUP INCCIK 0000886982 | 125,622 | $1.60M | +2,601 | ↑ INC |
Aprio Wealth Management, LLCCIK 0001803519 | 116,409 | $1.48M | +1,356 | ↑ INC |
MILLENNIUM MANAGEMENT LLCCIK 0001273087 | 112,037 | $1.43M | +73,297 | ↑ INC |
Vise Technologies, Inc.CIK 0001812090 | 95,252 | $1.27M | – | no_change |
| Filer | Δ Shares | Value |
|---|---|---|
BROWN BROTHERS HARRIMAN & CO↑ INC | +582,000 | $11.73M |
ARES MANAGEMENT LLC↑ INC | +214,008 | $7.31M |
Diameter Capital Partners LP↑ INC | +158,561 | $17.55M |
TWO SIGMA INVESTMENTS, LP↑ INC | +157,682 | $8.02M |
Invesco Ltd.↑ INC | +151,241 | $11.37M |
JANE STREET GROUP, LLC↑ INC | +86,497 | $1.24M |
MILLENNIUM MANAGEMENT LLC↑ INC | +73,297 | $1.43M |
Opal Wealth Advisors, LLC↑ INC | +73,241 | $7.95M |
NewEdge Wealth, LLC↑ INC | +59,777 | $1.14M |
AMERIPRISE FINANCIAL INC↑ INC | +57,531 | $2.64M |
| Filer | Δ Shares | Value |
|---|---|---|
Closed-End Fund Advisors, Inc.↓ DEC | -459,847 | $1.18M |
VAN ECK ASSOCIATES CORP↓ DEC | -325,526 | $6.53K |
Corient Private Wealth LLC↓ DEC | -172,144 | $22.04M |
Callodine Capital Management, LP↓ DEC | -99,369 | $5.72M |
MORGAN STANLEY↓ DEC | -93,476 | $4.70M |
Hennion & Walsh Asset Management, Inc.↓ DEC | -49,323 | $5.47M |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC↓ DEC | -48,780 | $1.14M |
WELLS FARGO & COMPANY/MN↓ DEC | -40,289 | $3.96M |
Virtu Financial LLC↓ DEC | -26,613 | $192.00 |
LPL Financial LLC↓ DEC | -21,189 | $154.15K |