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 |
|---|---|---|---|---|
PANORAMIC INVESTMENT ADVISORS, LLCCIK 0001967332 | 1,297,480 | $19.09M | +1,297,480 | NEW |
Melia Wealth LLCCIK 0001964047 | 1,297,372 | $19.08M | +103,854 | ↑ INC |
Sound Income Strategies, LLCCIK 0001730960 | 1,160,453 | $17.16M | +215,505 | ↑ INC |
UBS Group AGCIK 0001610520 | 1,039,070 | $15.28M | +142 | ↑ INC |
Invesco Ltd.CIK 0000914208 | 951,481 | $14.00M | -75,199 | ↓ DEC |
SUSQUEHANNA INTERNATIONAL GROUP, LLPCIK 0001446194 | 791,625 | $11.64M | +433,895 | ↑ INC |
EMERALD ADVISERS, LLCCIK 0001015083 | 766,190 | $11.27M | -43,620 | ↓ DEC |
FRANKLIN RESOURCES INCCIK 0000038777 | 740,810 | $10.90M | +72,168 | ↑ INC |
Eagle Point Credit Management LLCCIK 0001607203 | 727,439 | $10.70M | – | no_change |
Rockefeller Capital Management L.P.CIK 0001739439 | 643,608 | $9.47M | -805,515 | ↓ DEC |
TWO SIGMA INVESTMENTS, LPCIK 0001179392 | 559,447 | $8.23M | +169,433 | ↑ INC |
EMERALD MUTUAL FUND ADVISERS TRUSTCIK 0001352895 | 549,260 | $8.08M | – | no_change |
ARES MANAGEMENT LLCCIK 0001259313 | 545,723 | $8.03M | – | no_change |
MORGAN STANLEYCIK 0000895421 | 532,846 | $7.84M | +232,686 | ↑ INC |
QVT Financial LPCIK 0001290162 | 503,500 | $7.41M | -246,500 | ↓ DEC |
STIFEL FINANCIAL CORPCIK 0000720672 | 433,724 | $6.38M | +947 | ↑ INC |
LPL Financial LLCCIK 0001403438 | 420,751 | $6.19M | +12,071 | ↑ INC |
AMERIPRISE FINANCIAL INCCIK 0000820027 | 349,932 | $5.15M | +16,169 | ↑ INC |
Hennion & Walsh Asset Management, Inc.CIK 0001861642 | 338,878 | $4.98M | +21,723 | ↑ INC |
KENNEDY CAPITAL MANAGEMENT LLCCIK 0000884589 | 330,599 | $4.86M | +10,561 | ↑ INC |
Advisors Asset Management, Inc.CIK 0001297376 | 326,532 | $4.80M | +23,602 | ↑ INC |
BlackRock, Inc.CIK 0002012383 | 293,724 | $4.32M | -188,989 | ↓ DEC |
GROUP ONE TRADING LLCCIK 0000932540 | 287,142 | $4.22M | +282,520 | ↑ INC |
CITADEL ADVISORS LLCCIK 0001423053 | 251,751 | $3.70M | +28,651 | ↑ INC |
BALYASNY ASSET MANAGEMENT L.P.CIK 0001218710 | 242,655 | $3.57M | +209,147 | ↑ INC |
| Filer | Δ Shares | Value |
|---|---|---|
PANORAMIC INVESTMENT ADVISORS, LLCNEW | +1,297,480 | $19.09M |
SUSQUEHANNA INTERNATIONAL GROUP, LLP↑ INC | +433,895 | $11.64M |
GROUP ONE TRADING LLC↑ INC | +282,520 | $4.22M |
MORGAN STANLEY↑ INC | +232,686 | $7.84M |
Sound Income Strategies, LLC↑ INC | +215,505 | $17.16M |
BALYASNY ASSET MANAGEMENT L.P.↑ INC | +209,147 | $3.57M |
TWO SIGMA INVESTMENTS, LP↑ INC | +169,433 | $8.23M |
PRICE T ROWE ASSOCIATES INC /MD/↑ INC | +123,079 | $9.83K |
Melia Wealth LLC↑ INC | +103,854 | $19.08M |
FRANKLIN RESOURCES INC↑ INC | +72,168 | $10.90M |
| Filer | Δ Shares | Value |
|---|---|---|
Rockefeller Capital Management L.P.↓ DEC | -805,515 | $9.47M |
Closed-End Fund Advisors, Inc.↓ DEC | -323,758 | $752.66K |
QVT Financial LP↓ DEC | -246,500 | $7.41M |
VAN ECK ASSOCIATES CORP↓ DEC | -240,054 | $22.73K |
BlackRock, Inc.↓ DEC | -188,989 | $4.32M |
Qube Research & Technologies Ltd↓ DEC | -186,913 | $3.21M |
SMH CAPITAL ADVISORS INC↓ DEC | -168,268 | $2.52M |
MILLENNIUM MANAGEMENT LLC↓ DEC | -121,935 | $2.89M |
BARCLAYS PLC↓ DEC | -79,033 | $29.00 |
Invesco Ltd.↓ DEC | -75,199 | $14.00M |