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 |
|---|---|---|---|---|
OAKTREE CAPITAL MANAGEMENT LPCIK 0000949509 | 7,029,667 | $48.29M | – | no_change |
Sound Income Strategies, LLCCIK 0001730960 | 1,843,232 | $12.53M | +171,872 | ↑ INC |
HighTower Advisors, LLCCIK 0001462245 | 1,394,580 | $9.58M | +88,295 | ↑ INC |
Bulldog Investors, LLPCIK 0001504304 | 1,200,129 | $8.24M | -743 | ↓ DEC |
ARES MANAGEMENT LLCCIK 0001259313 | 1,177,823 | $8.09M | +624,700 | ↑ INC |
North Ground CapitalCIK 0002055446 | 961,326 | $6.60M | -607,724 | ↓ DEC |
ALLIUM FINANCIAL ADVISORS, LLCCIK 0002067277 | 775,805 | $5.33M | +14,941 | ↑ INC |
Alpine Global Management, LLCCIK 0001581655 | 681,251 | $4.68M | -184,925 | ↓ DEC |
TWO SIGMA INVESTMENTS, LPCIK 0001179392 | 645,479 | $4.43M | +10,347 | ↑ INC |
FRANKLIN RESOURCES INCCIK 0000038777 | 539,750 | $3.71M | +35,095 | ↑ INC |
Summit Financial, LLCCIK 0001765536 | 527,991 | $3.63M | +54,941 | ↑ INC |
MARSHALL WACE, LLPCIK 0001318757 | 350,719 | $2.41M | -158,506 | ↓ DEC |
UBS Group AGCIK 0001610520 | 343,230 | $2.36M | -295,273 | ↓ DEC |
O'SHAUGHNESSY ASSET MANAGEMENT, LLCCIK 0001423442 | 284,010 | $1.95M | +268,833 | ↑ INC |
Legal & General Group PlcCIK 0000764068 | 278,034 | $1.91M | +21,451 | ↑ INC |
SBE LLC DBA CEDAR COVE WEALTH PARTNERSCIK 0002111343 | 218,167 | $1.50M | +28,579 | ↑ INC |
MORGAN STANLEYCIK 0000895421 | 210,794 | $1.45M | +90,107 | ↑ INC |
Crewe Advisors LLCCIK 0001730033 | 172,002 | $1.18M | – | no_change |
Man Group plcCIK 0001637460 | 155,261 | $1.07M | +80,686 | ↑ INC |
Evanson Asset Management, LLCCIK 0001626379 | 150,467 | $1.03M | – | no_change |
Jump Financial, LLCCIK 0001831577 | 129,170 | $887.40K | +61,641 | ↑ INC |
BlackRock, Inc.CIK 0002012383 | 102,209 | $702.18K | -79,840 | ↓ DEC |
NORDEN GROUP LLCCIK 0001990699 | 97,447 | $669.46K | -8,627 | ↓ DEC |
Virtus Investment Advisers, LLCCIK 0000019481 | 96,849 | $665.35K | -1,130 | ↓ DEC |
Hennion & Walsh Asset Management, Inc.CIK 0001861642 | 96,051 | $659.87K | -3,636 | ↓ DEC |
| Filer | Δ Shares | Value |
|---|---|---|
ARES MANAGEMENT LLC↑ INC | +624,700 | $8.09M |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC↑ INC | +268,833 | $1.95M |
Sound Income Strategies, LLC↑ INC | +171,872 | $12.53M |
MORGAN STANLEY↑ INC | +90,107 | $1.45M |
Magnetar Financial LLCNEW | +89,876 | $617.45K |
HighTower Advisors, LLC↑ INC | +88,295 | $9.58M |
Man Group plc↑ INC | +80,686 | $1.07M |
Summit Trail Advisors, LLCNEW | +68,104 | $467.87K |
Jump Financial, LLC↑ INC | +61,641 | $887.40K |
Summit Financial, LLC↑ INC | +54,941 | $3.63M |
| Filer | Δ Shares | Value |
|---|---|---|
North Ground Capital↓ DEC | -607,724 | $6.60M |
UBS Group AG↓ DEC | -295,273 | $2.36M |
Alpine Global Management, LLC↓ DEC | -184,925 | $4.68M |
MARSHALL WACE, LLP↓ DEC | -158,506 | $2.41M |
Closed-End Fund Advisors, Inc.↓ DEC | -84,541 | $388.15K |
BlackRock, Inc.↓ DEC | -79,840 | $702.18K |
JANE STREET GROUP, LLC↓ DEC | -67,397 | $76.26K |
nVerses Capital, LLC↓ DEC | -26,926 | $95.75K |
SUSQUEHANNA INTERNATIONAL GROUP, LLP↓ DEC | -18,019 | $175.37K |
BNP PARIBAS FINANCIAL MARKETS↓ DEC | -12,495 | $15.90K |