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 |
|---|---|---|---|---|
Sound Income Strategies, LLCCIK 0001730960 | 4,940,809 | $39.58M | +296,851 | ↑ INC |
UBS Group AGCIK 0001610520 | 2,020,025 | $16.24M | +652,583 | ↑ INC |
Invesco Ltd.CIK 0000914208 | 1,807,110 | $14.53M | +584,413 | ↑ INC |
Diameter Capital Partners LPCIK 0001727012 | 1,655,246 | $13.31M | +470,770 | ↑ INC |
Legal & General Group PlcCIK 0000764068 | 765,087 | $6.16M | +77,517 | ↑ INC |
MORGAN STANLEYCIK 0000895421 | 601,660 | $4.84M | +24,536 | ↑ INC |
LPL Financial LLCCIK 0001403438 | 399,594 | $3.21M | -17,471 | ↓ DEC |
BlackRock, Inc.CIK 0002012383 | 385,021 | $3.10M | -296,860 | ↓ DEC |
Advisors Asset Management, Inc.CIK 0001297376 | 359,336 | $2.89M | +15,227 | ↑ INC |
TWO SIGMA INVESTMENTS, LPCIK 0001179392 | 293,681 | $2.36M | -103,382 | ↓ DEC |
GraniteShares Advisors LLCCIK 0001839545 | 262,767 | $2.11M | -30,077 | ↓ DEC |
OSAIC HOLDINGS, INC.CIK 0001677044 | 216,435 | $1.74M | +7,796 | ↑ INC |
HBK INVESTMENTS L PCIK 0001011443 | 192,700 | $1.55M | -100,000 | ↓ DEC |
Qube Research & Technologies LtdCIK 0001729829 | 188,207 | $1.51M | -330,542 | ↓ DEC |
Trexquant Investment LPCIK 0001633445 | 177,765 | $1.43M | -46,113 | ↓ DEC |
NewEdge Wealth, LLCCIK 0001861796 | 177,682 | $1.43M | +5,938 | ↑ INC |
Muzinich & Co., Inc.CIK 0001618824 | 171,904 | $1.38M | +1,068 | ↑ INC |
MILLENNIUM MANAGEMENT LLCCIK 0001273087 | 160,994 | $1.29M | -529,057 | ↓ DEC |
SUSQUEHANNA INTERNATIONAL GROUP, LLPCIK 0001446194 | 155,925 | $1.25M | +72,603 | ↑ INC |
XTX Topco LtdCIK 0001828301 | 147,801 | $1.19M | -32,839 | ↓ DEC |
Sumitomo Mitsui Trust Group, Inc.CIK 0001475365 | 147,213 | $1.18M | – | no_change |
PFG Investments, LLCCIK 0001973224 | 140,523 | $1.13M | +17,016 | ↑ INC |
Independent Advisor AllianceCIK 0001696899 | 137,500 | $1.11M | +137,500 | NEW |
Krilogy Financial LLCCIK 0001659047 | 123,880 | $1.07M | – | no_change |
Tidal Investments LLCCIK 0001600064 | 105,656 | $849.47K | -8,127 | ↓ DEC |
| Filer | Δ Shares | Value |
|---|---|---|
UBS Group AG↑ INC | +652,583 | $16.24M |
Invesco Ltd.↑ INC | +584,413 | $14.53M |
Diameter Capital Partners LP↑ INC | +470,770 | $13.31M |
Sound Income Strategies, LLC↑ INC | +296,851 | $39.58M |
Independent Advisor AllianceNEW | +137,500 | $1.11M |
Legal & General Group Plc↑ INC | +77,517 | $6.16M |
SUSQUEHANNA INTERNATIONAL GROUP, LLP↑ INC | +72,603 | $1.25M |
Naviter Wealth, LLC↑ INC | +57,451 | $636.43K |
Andina Capital Management, LLCNEW | +46,947 | $377.45K |
GOLDMAN SACHS GROUP INC↑ INC | +37,288 | $582.47K |
| Filer | Δ Shares | Value |
|---|---|---|
MILLENNIUM MANAGEMENT LLC↓ DEC | -529,057 | $1.29M |
VAN ECK ASSOCIATES CORP↓ DEC | -525,847 | $14.52K |
Qube Research & Technologies Ltd↓ DEC | -330,542 | $1.51M |
BlackRock, Inc.↓ DEC | -296,860 | $3.10M |
JANE STREET GROUP, LLC↓ DEC | -247,028 | $136.68K |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO↓ DEC | -181,546 | $32.16K |
WELLS FARGO & COMPANY/MN↓ DEC | -127,173 | $196.06K |
TWO SIGMA INVESTMENTS, LP↓ DEC | -103,382 | $2.36M |
HBK INVESTMENTS L P↓ DEC | -100,000 | $1.55M |
BNP PARIBAS FINANCIAL MARKETS↓ DEC | -51,632 | $61.50K |