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 |
|---|---|---|---|---|
PRIVATE MANAGEMENT GROUP INCCIK 0001142031 | 3,721,494 | $42.05M | +462,124 | ↑ INC |
MORGAN STANLEYCIK 0000895421 | 2,561,804 | $28.95M | -398,022 | ↓ DEC |
BRUNI J V & CO /COCIK 0001078841 | 2,497,874 | $28.23M | +2,164 | ↑ INC |
ARES MANAGEMENT LLCCIK 0001259313 | 2,099,305 | $23.72M | +166,000 | ↑ INC |
Generali Asset Management SPA SGRCIK 0002046751 | 2,087,981 | $23.59M | – | no_change |
OAKTREE CAPITAL MANAGEMENT LPCIK 0000949509 | 1,852,456 | $20.93M | – | no_change |
UBS Group AGCIK 0001610520 | 1,369,745 | $15.48M | +36,102 | ↑ INC |
RIVERNORTH CAPITAL MANAGEMENT, LLCCIK 0001447578 | 1,279,906 | $14.46M | +12,208 | ↑ INC |
PANORAMIC INVESTMENT ADVISORS, LLCCIK 0001967332 | 1,241,204 | $14.03M | +1,241,204 | NEW |
Melia Wealth LLCCIK 0001964047 | 1,241,101 | $14.02M | +22,295 | ↑ INC |
Beach Point Capital Management LPCIK 0001453885 | 1,111,559 | $12.56M | +1,111,559 | NEW |
TWO SIGMA INVESTMENTS, LPCIK 0001179392 | 883,261 | $9.98M | +143,177 | ↑ INC |
Russell Investments Group, Ltd.CIK 0001692234 | 720,718 | $8.14M | +480,263 | ↑ INC |
Legal & General Group PlcCIK 0000764068 | 685,013 | $7.75M | +68,337 | ↑ INC |
Triad Investment ManagementCIK 0001615717 | 599,036 | $6.98M | +398,183 | ↑ INC |
ROYAL BANK OF CANADACIK 0001000275 | 479,660 | $5.42M | +18,217 | ↑ INC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 424,023 | $4.79M | +26,836 | ↑ INC |
CITADEL ADVISORS LLCCIK 0001423053 | 384,416 | $4.34M | +331,418 | ↑ INC |
BlackRock, Inc.CIK 0002012383 | 341,857 | $3.86M | -88,782 | ↓ DEC |
CASTLEKEEP INVESTMENT ADVISORS LLCCIK 0001404780 | 336,586 | $3.80M | +16,090 | ↑ INC |
Muzinich & Co., Inc.CIK 0001618824 | 333,559 | $3.77M | +990 | ↑ INC |
Sumitomo Mitsui Trust Group, Inc.CIK 0001475365 | 310,875 | $3.51M | – | no_change |
HighTower Advisors, LLCCIK 0001462245 | 308,187 | $3.48M | +127,013 | ↑ INC |
United Advisor Group, LLCCIK 0002004873 | 285,643 | $3.23M | +61,203 | ↑ INC |
Arnhold LLCCIK 0001733755 | 282,345 | $3.19M | +72,500 | ↑ INC |
| Filer | Δ Shares | Value |
|---|---|---|
PANORAMIC INVESTMENT ADVISORS, LLCNEW | +1,241,204 | $14.03M |
Beach Point Capital Management LPNEW | +1,111,559 | $12.56M |
Russell Investments Group, Ltd.↑ INC | +480,263 | $8.14M |
PRIVATE MANAGEMENT GROUP INC↑ INC | +462,124 | $42.05M |
Triad Investment Management↑ INC | +398,183 | $6.98M |
CITADEL ADVISORS LLC↑ INC | +331,418 | $4.34M |
MARINER INVESTMENT GROUP LLCNEW | +200,000 | $35.00K |
Michelson Medical Research Foundation, Inc.NEW | +170,100 | $1.92M |
ARES MANAGEMENT LLC↑ INC | +166,000 | $23.72M |
TWO SIGMA INVESTMENTS, LP↑ INC | +143,177 | $9.98M |
| Filer | Δ Shares | Value |
|---|---|---|
VAN ECK ASSOCIATES CORP↓ DEC | -450,026 | $19.25K |
MORGAN STANLEY↓ DEC | -398,022 | $28.95M |
Significant Wealth Partners LLC↓ DEC | -165,799 | $432.52K |
Trexquant Investment LP↓ DEC | -154,893 | $919.67K |
Texas Capital Bank Wealth Management Services Inc↓ DEC | -102,879 | $669.15K |
Mariner, LLC↓ DEC | -94,039 | $252.93K |
BlackRock, Inc.↓ DEC | -88,782 | $3.86M |
XTX Topco Ltd↓ DEC | -85,334 | $571.03K |
MILLENNIUM MANAGEMENT LLC↓ DEC | -64,055 | $313.28K |
LPL Financial LLC↓ DEC | -59,739 | $1.16M |