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 |
|---|---|---|---|---|
ALPS ADVISORS INCCIK 0001376113 | 24,671,391 | $1.60B | -184,874 | ↓ DEC |
Invesco Ltd.CIK 0000914208 | 8,857,392 | $575.46M | +10,713 | ↑ INC |
GOLDMAN SACHS GROUP INCCIK 0000886982 | 5,528,643 | $359.20M | -333,045 | ↓ DEC |
FMR LLCCIK 0000315066 | 3,637,014 | $236.30M | +1,788,677 | ↑ INC |
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.CIK 0001705339 | 3,226,334 | $209.61M | +145,299 | ↑ INC |
Energy Income Partners, LLCCIK 0001388814 | 1,901,251 | $123.52M | -54,644 | ↓ DEC |
COOPERMAN LEON GCIK 0000898382 | 1,620,000 | $105.25M | – | no_change |
JPMORGAN CHASE & COCIK 0000019617 | 1,504,690 | $99.79M | -121,588 | ↓ DEC |
MORGAN STANLEYCIK 0000895421 | 1,111,826 | $72.24M | -527,594 | ↓ DEC |
Recurrent Investment Advisors LLCCIK 0001803146 | 1,027,877 | $66.78M | +349,254 | ↑ INC |
INFRASTRUCTURE CAPITAL ADVISORS, LLCCIK 0001621802 | 972,935 | $63.21M | +247,569 | ↑ INC |
UBS Group AGCIK 0001610520 | 959,732 | $62.35M | -7,150 | ↓ DEC |
Blackstone Inc.CIK 0001393818 | 894,358 | $58.11M | -1,540,236 | ↓ DEC |
MILLER HOWARD INVESTMENTS INC /NYCIK 0000903947 | 816,233 | $53.03M | +126,964 | ↑ INC |
TORTOISE CAPITAL ADVISORS, L.L.C.CIK 0001280965 | 815,498 | $52.98M | +14,833 | ↑ INC |
BARCLAYS PLCCIK 0000312069 | 794,590 | $51.62M | +212,450 | ↑ INC |
Fractal Investments LLCCIK 0001843590 | 616,542 | $40.06M | – | no_change |
BOWEN HANES & CO INCCIK 0001077583 | 600,000 | $38.98M | – | no_change |
Neuberger Berman Group LLCCIK 0001465109 | 576,447 | $37.45M | -11,682 | ↓ DEC |
Adams Asset Advisors, LLCCIK 0001386929 | 565,822 | $36.76M | -5,725 | ↓ DEC |
SUSQUEHANNA INTERNATIONAL GROUP, LLPCIK 0001446194 | 560,804 | $36.44M | -102,590 | ↓ DEC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 383,853 | $24.94M | +1,332 | ↑ INC |
Allianz Asset Management GmbHCIK 0001535323 | 328,315 | $21.33M | +210,515 | ↑ INC |
JANE STREET GROUP, LLCCIK 0001595888 | 244,569 | $15.89M | +149,269 | ↑ INC |
CITIGROUP INCCIK 0000831001 | 238,569 | $15.50M | +31,713 | ↑ INC |
| Filer | Δ Shares | Value |
|---|---|---|
FMR LLC↑ INC | +1,788,677 | $236.30M |
Recurrent Investment Advisors LLC↑ INC | +349,254 | $66.78M |
INFRASTRUCTURE CAPITAL ADVISORS, LLC↑ INC | +247,569 | $63.21M |
BARCLAYS PLC↑ INC | +212,450 | $51.62M |
Allianz Asset Management GmbH↑ INC | +210,515 | $21.33M |
JANE STREET GROUP, LLC↑ INC | +149,269 | $15.89M |
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.↑ INC | +145,299 | $209.61M |
Beacon Pointe Advisors, LLC↑ INC | +131,711 | $9.00M |
MILLER HOWARD INVESTMENTS INC /NY↑ INC | +126,964 | $53.03M |
PEAK6 LLC↑ INC | +116,000 | $8.87M |
| Filer | Δ Shares | Value |
|---|---|---|
Blackstone Inc.↓ DEC | -1,540,236 | $58.11M |
MORGAN STANLEY↓ DEC | -527,594 | $72.24M |
GOLDMAN SACHS GROUP INC↓ DEC | -333,045 | $359.20M |
M&T BANK CORP↓ DEC | -204,749 | $851.50K |
ALPS ADVISORS INC↓ DEC | -184,874 | $1.60B |
JPMORGAN CHASE & CO↓ DEC | -121,588 | $99.79M |
SUSQUEHANNA INTERNATIONAL GROUP, LLP↓ DEC | -102,590 | $36.44M |
Energy Income Partners, LLC↓ DEC | -54,644 | $123.52M |
IMC-Chicago, LLC↓ DEC | -34,575 | $730.46K |
HUB Investment Partners, LLC↓ DEC | -26,001 | $9.38M |