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 | 2,139,677 | $16.60M | +949,320 | ↑ INC |
UBS Group AGCIK 0001610520 | 2,091,276 | $16.23M | +550,148 | ↑ INC |
DIMENSION CAPITAL MANAGEMENT LLCCIK 0001041773 | 1,156,541 | $8.97M | +7,206 | ↑ INC |
Russell Investments Group, Ltd.CIK 0001692234 | 938,679 | $7.28M | +588,313 | ↑ INC |
Corient Private Wealth LLCCIK 0001948780 | 871,296 | $6.76M | +62,414 | ↑ INC |
National Philanthropic TrustCIK 0001785342 | 852,921 | $6.62M | – | no_change |
Muzinich & Co., Inc.CIK 0001618824 | 848,918 | $6.59M | -519 | ↓ DEC |
TWO SIGMA INVESTMENTS, LPCIK 0001179392 | 836,457 | $6.49M | +249,840 | ↑ INC |
Legal & General Group PlcCIK 0000764068 | 785,496 | $6.10M | +43,073 | ↑ INC |
MORGAN STANLEYCIK 0000895421 | 729,938 | $5.66M | -396,087 | ↓ DEC |
Sumitomo Mitsui Trust Group, Inc.CIK 0001475365 | 688,578 | $5.34M | -1,919 | ↓ DEC |
Pathstone Holdings, LLCCIK 0002011612 | 661,219 | $5.13M | +11,707 | ↑ INC |
Hennion & Walsh Asset Management, Inc.CIK 0001861642 | 513,085 | $3.98M | -49,895 | ↓ DEC |
OSAIC HOLDINGS, INC.CIK 0001677044 | 450,470 | $3.50M | +19,739 | ↑ INC |
HighTower Advisors, LLCCIK 0001462245 | 423,732 | $3.29M | -94,500 | ↓ DEC |
BlackRock, Inc.CIK 0002012383 | 352,242 | $2.73M | -334,899 | ↓ DEC |
Universal- Beteiligungs- und Servicegesellschaft mbHCIK 0002057170 | 344,000 | $2.67M | – | no_change |
Focus Partners WealthCIK 0001542153 | 334,785 | $2.60M | +17,596 | ↑ INC |
Tranquility Partners, LLCCIK 0001783773 | 316,752 | $2.46M | +48,679 | ↑ INC |
WELLS FARGO & COMPANY/MNCIK 0000072971 | 314,507 | $2.44M | -43,205 | ↓ DEC |
XTX Topco LtdCIK 0001828301 | 292,695 | $2.27M | +105,063 | ↑ INC |
AMERIPRISE FINANCIAL INCCIK 0000820027 | 291,491 | $2.26M | -980 | ↓ DEC |
CONFLUENCE INVESTMENT MANAGEMENT LLCCIK 0001442056 | 277,571 | $2.15M | -17,194 | ↓ DEC |
TRANSCEND CAPITAL ADVISORS, LLCCIK 0001776082 | 271,158 | $2.10M | -149,351 | ↓ DEC |
GraniteShares Advisors LLCCIK 0001839545 | 263,627 | $2.05M | -30,172 | ↓ DEC |
| Filer | Δ Shares | Value |
|---|---|---|
Invesco Ltd.↑ INC | +949,320 | $16.60M |
Russell Investments Group, Ltd.↑ INC | +588,313 | $7.28M |
UBS Group AG↑ INC | +550,148 | $16.23M |
TWO SIGMA INVESTMENTS, LP↑ INC | +249,840 | $6.49M |
Cerberus Capital Management, L.P.NEW | +145,000 | $1.13M |
XTX Topco Ltd↑ INC | +105,063 | $2.27M |
BALYASNY ASSET MANAGEMENT L.P.↑ INC | +72,850 | $1.06M |
Corient Private Wealth LLC↑ INC | +62,414 | $6.76M |
ExodusPoint Capital Management, LP↑ INC | +54,546 | $554.54K |
Tranquility Partners, LLC↑ INC | +48,679 | $2.46M |
| Filer | Δ Shares | Value |
|---|---|---|
JPMORGAN CHASE & CO↓ DEC | -1,969,059 | $530.38K |
Closed-End Fund Advisors, Inc.↓ DEC | -563,351 | $176.30K |
VAN ECK ASSOCIATES CORP↓ DEC | -542,939 | $13.94K |
MORGAN STANLEY↓ DEC | -396,087 | $5.66M |
JANE STREET GROUP, LLC↓ DEC | -365,581 | $194.07K |
BlackRock, Inc.↓ DEC | -334,899 | $2.73M |
PALISADE CAPITAL MANAGEMENT, LP↓ DEC | -221,578 | $489.82K |
GOLDMAN SACHS GROUP INC↓ DEC | -171,043 | $262.99K |
TRANSCEND CAPITAL ADVISORS, LLC↓ DEC | -149,351 | $2.10M |
LPL Financial LLC↓ DEC | -109,736 | $962.81K |