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 |
|---|---|---|---|---|
NEXPOINT ASSET MANAGEMENT, L.P.CIK 0001469877 | 9,439,635 | $127.15M | – | no_change |
BlackRock, Inc.CIK 0002012383 | 594,002 | $8.00M | -31,388 | ↓ DEC |
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119 | 309,476 | $4.17M | +309,476 | NEW |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 298,952 | $4.03M | -15,097 | ↓ DEC |
INDEPENDENT FINANCIAL GROUP, LLCCIK 0000275484 | 239,739 | $3.23M | +1,606 | ↑ INC |
MORGAN STANLEYCIK 0000895421 | 191,748 | $2.58M | -2,523 | ↓ DEC |
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717 | 179,249 | $2.42M | +5,094 | ↑ INC |
STATE STREET CORPCIK 0000093751 | 175,562 | $2.36M | +4,811 | ↑ INC |
O'SHAUGHNESSY ASSET MANAGEMENT, LLCCIK 0001423442 | 155,715 | $2.10M | -1,985 | ↓ DEC |
RITHOLTZ WEALTH MANAGEMENTCIK 0001698218 | 112,588 | $1.52M | +15,891 | ↑ INC |
Copley Financial Group, Inc.CIK 0002045258 | 110,507 | $1.49M | -12,800 | ↓ DEC |
MILLENNIUM MANAGEMENT LLCCIK 0001273087 | 102,222 | $1.38M | +15,071 | ↑ INC |
1776 Wealth LLCCIK 0001803140 | 72,399 | $975.22K | – | no_change |
GOLDMAN SACHS GROUP INCCIK 0000886982 | 71,556 | $963.86K | -17,913 | ↓ DEC |
NORTHERN TRUST CORPCIK 0000073124 | 49,795 | $670.74K | -2,682 | ↓ DEC |
LPL Financial LLCCIK 0001403438 | 45,514 | $613.08K | +976 | ↑ INC |
VANGUARD FIDUCIARY TRUST COCIK 0000933478 | 40,524 | $545.86K | +40,524 | NEW |
VANGUARD PORTFOLIO MANAGEMENT LLCCIK 0002100121 | 38,741 | $521.84K | +38,741 | NEW |
Morey & Quinn Wealth Partners, LLCCIK 0002055521 | 37,884 | $510.30K | – | no_change |
JACOBS LEVY EQUITY MANAGEMENT, INCCIK 0000884414 | 36,992 | $498.28K | +36,992 | NEW |
Cetera Investment AdvisersCIK 0001666741 | 36,556 | $492.41K | +16,602 | ↑ INC |
HighTower Advisors, LLCCIK 0001462245 | 27,710 | $373.25K | +3,038 | ↑ INC |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 26,866 | $361.88K | -1,968 | ↓ DEC |
Concorde Asset Management, LLCCIK 0001631773 | 23,450 | $315.87K | +100 | ↑ INC |
Russell Investments Group, Ltd.CIK 0001692234 | 23,181 | $312.25K | +859 | ↑ INC |
| Filer | Δ Shares | Value |
|---|---|---|
VANGUARD CAPITAL MANAGEMENT LLCNEW | +309,476 | $4.17M |
VANGUARD FIDUCIARY TRUST CONEW | +40,524 | $545.86K |
VANGUARD PORTFOLIO MANAGEMENT LLCNEW | +38,741 | $521.84K |
JACOBS LEVY EQUITY MANAGEMENT, INCNEW | +36,992 | $498.28K |
Cetera Investment Advisers↑ INC | +16,602 | $492.41K |
RITHOLTZ WEALTH MANAGEMENT↑ INC | +15,891 | $1.52M |
MILLENNIUM MANAGEMENT LLC↑ INC | +15,071 | $1.38M |
UBS Group AG↑ INC | +14,326 | $205.89K |
Callan Family Office, LLCNEW | +12,218 | $164.58K |
SG Americas Securities, LLCNEW | +7,948 | $107.00 |
| Filer | Δ Shares | Value |
|---|---|---|
BlackRock, Inc.↓ DEC | -31,388 | $8.00M |
TWO SIGMA INVESTMENTS, LP↓ DEC | -22,814 | $161.52K |
AMERIPRISE FINANCIAL INC↓ DEC | -20,092 | $136.60K |
GOLDMAN SACHS GROUP INC↓ DEC | -17,913 | $963.86K |
ACADIAN ASSET MANAGEMENT LLC↓ DEC | -15,990 | $48.00 |
RAYMOND JAMES FINANCIAL INC↓ DEC | -15,097 | $4.03M |
Copley Financial Group, Inc.↓ DEC | -12,800 | $1.49M |
BARCLAYS PLC↓ DEC | -10,997 | $159.77K |
WEDBUSH SECURITIES INC↓ DEC | -5,495 | $842.00 |
DEUTSCHE BANK AG\↓ DEC | -5,424 | $61.63K |