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 |
|---|---|---|---|---|
STRS OHIOCIK 0000820478 | 4,347,710 | $79.91M | +2,193,551 | ↑ INC |
Sixth Street Partners Management Company, L.P.CIK 0001812095 | 2,714,226 | $49.89M | – | no_change |
Sound Income Strategies, LLCCIK 0001730960 | 2,571,052 | $46.56M | +59,937 | ↑ INC |
Progeny 3, Inc.CIK 0001536006 | 2,476,398 | $45.52M | – | no_change |
OMERS ADMINISTRATION CorpCIK 0001053321 | 1,961,813 | $36.06M | +1,492,704 | ↑ INC |
UBS Group AGCIK 0001610520 | 1,858,267 | $34.15M | +242,106 | ↑ INC |
Allen Investment Management, LLCCIK 0001326234 | 1,395,961 | $25.66M | -164,286 | ↓ DEC |
ARES MANAGEMENT LLCCIK 0001259313 | 1,354,779 | $24.90M | – | no_change |
WELLS FARGO & COMPANY/MNCIK 0000072971 | 1,338,623 | $24.60M | +67,807 | ↑ INC |
MORGAN STANLEYCIK 0000895421 | 1,327,615 | $24.40M | -1,063,013 | ↓ DEC |
Callodine Capital Management, LPCIK 0001741675 | 1,129,520 | $20.76M | +27,528 | ↑ INC |
Muzinich & Co., Inc.CIK 0001618824 | 1,046,996 | $19.24M | +54,098 | ↑ INC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 918,576 | $16.88M | +22,459 | ↑ INC |
Advisors Capital Management, LLCCIK 0001345576 | 785,485 | $14.44M | +17,996 | ↑ INC |
Sumitomo Mitsui Trust Group, Inc.CIK 0001475365 | 770,173 | $14.16M | +29,048 | ↑ INC |
STIFEL FINANCIAL CORPCIK 0000720672 | 750,754 | $13.80M | +123,778 | ↑ INC |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 735,726 | $13.52M | -16,905 | ↓ DEC |
Legal & General Group PlcCIK 0000764068 | 732,648 | $13.47M | +67,296 | ↑ INC |
TECTONIC ADVISORS LLCCIK 0001859918 | 728,099 | $13.38M | +110,623 | ↑ INC |
LPL Financial LLCCIK 0001403438 | 672,738 | $12.36M | -21,067 | ↓ DEC |
SCS Capital Management LLCCIK 0001303159 | 666,377 | $12.25M | +16,490 | ↑ INC |
GOLDMAN SACHS GROUP INCCIK 0000886982 | 639,759 | $11.76M | +15,563 | ↑ INC |
ENVESTNET ASSET MANAGEMENT INCCIK 0001407543 | 639,390 | $11.75M | +6,233 | ↑ INC |
JPMORGAN CHASE & COCIK 0000019617 | 641,445 | $11.49M | -292,788 | ↓ DEC |
Qube Research & Technologies LtdCIK 0001729829 | 611,805 | $11.24M | +342,227 | ↑ INC |
| Filer | Δ Shares | Value |
|---|---|---|
Quantum Portfolio Management LLCNEW | +14,876,741 | $27.34K |
STRS OHIO↑ INC | +2,193,551 | $79.91M |
OMERS ADMINISTRATION Corp↑ INC | +1,492,704 | $36.06M |
PANORAMIC INVESTMENT ADVISORS, LLCNEW | +611,047 | $11.23M |
Pathstone Holdings, LLCNEW | +442,900 | $8.14M |
Qube Research & Technologies Ltd↑ INC | +342,227 | $11.24M |
HBK INVESTMENTS L P↑ INC | +316,200 | $6.00M |
UBS Group AG↑ INC | +242,106 | $34.15M |
RIVERNORTH CAPITAL MANAGEMENT, LLC↑ INC | +232,252 | $5.35M |
QVT Financial LPNEW | +200,000 | $3.68M |
| Filer | Δ Shares | Value |
|---|---|---|
MORGAN STANLEY↓ DEC | -1,063,013 | $24.40M |
VAN ECK ASSOCIATES CORP↓ DEC | -495,237 | $33.94K |
BlackRock, Inc.↓ DEC | -346,615 | $8.49M |
JPMORGAN CHASE & CO↓ DEC | -292,788 | $11.49M |
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC↓ DEC | -184,868 | $18.38K |
Allen Investment Management, LLC↓ DEC | -164,286 | $25.66M |
FIRST NATIONAL TRUST CO↓ DEC | -109,769 | $2.53M |
AMERIPRISE FINANCIAL INC↓ DEC | -99,072 | $2.25M |
Rockefeller Capital Management L.P.↓ DEC | -95,549 | $970.84K |
Aquatic Capital Management LLC↓ DEC | -50,207 | $262.49K |