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Institutional Holders · 13F

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.

Ownership

Institutions32.9%
Insiders8.1%
Institutions Count123
Institutions 32.9%Insiders 8.1%Float (Other) 59.0%
13F Filers (top 25)25Quarter 2026-03-31
Top-25 Reported Value$217.70MSum of shown holders' market value
Net Position Change10 adds · 10 trimsLargest movers this quarter

Top Holders by Value

25 shown
FilerSharesMarket ValueΔ SharesChange
THORNBURG INVESTMENT MANAGEMENT INCCIK 0001145020
4,633,431$66.30M+265,570↑ INC
JPMORGAN CHASE & COCIK 0000019617
1,261,976$17.73M-95,703↓ DEC
EverSource Wealth Advisors, LLCCIK 0001710537
63,473$12.58M+59,473↑ INC
Diameter Capital Partners LPCIK 0001727012
827,099$11.84M+431,710↑ INC
Aristotle Capital Boston, LLCCIK 0001633911
755,172$10.81M-114,081↓ DEC
UBS Group AGCIK 0001610520
569,240$8.15M-8,488↓ DEC
FRANKLIN RESOURCES INCCIK 0000038777
568,402$8.13M+119,112↑ INC
Muzinich & Co., Inc.CIK 0001618824
538,843$7.71M+4,507↑ INC
TWO SIGMA INVESTMENTS, LPCIK 0001179392
452,365$6.47M+33,272↑ INC
Ensign Peak Advisors, IncCIK 0001454984
450,000$6.44M+100,000↑ INC
EPIQ PARTNERS, LLCCIK 0001799435
424,693$6.08M+7,565↑ INC
Legal & General Group PlcCIK 0000764068
420,681$6.02M+40,775↑ INC
Triad Investment ManagementCIK 0001615717
375,442$5.47M+250,628↑ INC
Sumitomo Mitsui Trust Group, Inc.CIK 0001475365
378,888$5.42M+1,619↑ INC
CONDOR CAPITAL MANAGEMENTCIK 0001082491
354,864$5.08M-19,199↓ DEC
RAYMOND JAMES FINANCIAL INCCIK 0000720005
344,311$4.93M-510↓ DEC
MORGAN STANLEYCIK 0000895421
264,180$3.78M-59,064↓ DEC
SEI INVESTMENTS COCIK 0000350894
250,170$3.58M-4,964↓ DEC
INTREPID FAMILY OFFICE LLCCIK 0001596197
240,000$3.43M-25,000↓ DEC
Advisors Asset Management, Inc.CIK 0001297376
227,959$3.26M+8,428↑ INC
ROYAL BANK OF CANADACIK 0001000275
225,968$3.23M+20,469↑ INC
Clear Harbor Asset Management, LLCCIK 0001511857
222,473$3.18M+53,108↑ INC
BlackRock, Inc.CIK 0002012383
211,698$3.03M-175,608↓ DEC
Hennion & Walsh Asset Management, Inc.CIK 0001861642
201,023$2.88M-59,870↓ DEC
LPL Financial LLCCIK 0001403438
150,880$2.16M+36,607↑ INC

Top Adds (Buyers)

FilerΔ SharesValue
Diameter Capital Partners LP↑ INC
+431,710$11.84M
THORNBURG INVESTMENT MANAGEMENT INC↑ INC
+265,570$66.30M
Triad Investment Management↑ INC
+250,628$5.47M
FRANKLIN RESOURCES INC↑ INC
+119,112$8.13M
Ensign Peak Advisors, Inc↑ INC
+100,000$6.44M
Trexquant Investment LP↑ INC
+83,699$1.97M
EverSource Wealth Advisors, LLC↑ INC
+59,473$12.58M
Clear Harbor Asset Management, LLC↑ INC
+53,108$3.18M
MANGROVE PARTNERS IM, LLCNEW
+42,008$601.13K
Legal & General Group Plc↑ INC
+40,775$6.02M

Top Trims (Sellers)

FilerΔ SharesValue
VAN ECK ASSOCIATES CORP↓ DEC
-225,262$12.66K
BlackRock, Inc.↓ DEC
-175,608$3.03M
Aristotle Capital Boston, LLC↓ DEC
-114,081$10.81M
JPMORGAN CHASE & CO↓ DEC
-95,703$17.73M
SUSQUEHANNA INTERNATIONAL GROUP, LLP↓ DEC
-71,980$485.11K
Hennion & Walsh Asset Management, Inc.↓ DEC
-59,870$2.88M
MORGAN STANLEY↓ DEC
-59,064$3.78M
COMMONWEALTH EQUITY SERVICES, LLC↓ DEC
-52,767$1.49M
BANK OF AMERICA CORP /DE/↓ DEC
-42,091$682.32K
CITIGROUP INC↓ DEC
-29,584$6.44K