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 |
|---|---|---|---|---|
KING LUTHER CAPITAL MANAGEMENT CORPCIK 0000310051 | 3,071,796 | $38.64M | – | no_change |
CIBC Bancorp USA Inc.CIK 0001711924 | 2,050,669 | $25.80M | +242,702 | ↑ INC |
AMERICAN CENTURY COMPANIES INCCIK 0000748054 | 1,486,325 | $18.70M | -64,536 | ↓ DEC |
Energy Income Partners, LLCCIK 0001388814 | 1,449,028 | $18.23M | +312,120 | ↑ INC |
MORGAN STANLEYCIK 0000895421 | 1,040,427 | $13.09M | +323,274 | ↑ INC |
GOLDMAN SACHS GROUP INCCIK 0000886982 | 744,060 | $9.36M | -159,149 | ↓ DEC |
CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENTCIK 0001329375 | 581,000 | $7.31M | – | no_change |
FIRST TRUST ADVISORS LPCIK 0001125816 | 517,597 | $6.51M | +10,877 | ↑ INC |
ING GROEP NVCIK 0001039765 | 504,000 | $6.34M | – | no_change |
JPMORGAN CHASE & COCIK 0000019617 | 481,656 | $6.22M | -41,891 | ↓ DEC |
CITADEL ADVISORS LLCCIK 0001423053 | 475,065 | $5.98M | +115,382 | ↑ INC |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 374,780 | $4.71M | +270,465 | ↑ INC |
STIFEL FINANCIAL CORPCIK 0000720672 | 335,313 | $4.22M | +180,809 | ↑ INC |
Global Endowment Management, LPCIK 0001512237 | 333,822 | $4.20M | -1,534,476 | ↓ DEC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 330,133 | $4.15M | +95,513 | ↑ INC |
SANDERS MORRIS HARRIS LLCCIK 0001053994 | 279,134 | $3.51M | +48,612 | ↑ INC |
JANE STREET GROUP, LLCCIK 0001595888 | 215,778 | $2.71M | +6,796 | ↑ INC |
SUSQUEHANNA INTERNATIONAL GROUP, LLPCIK 0001446194 | 179,408 | $2.26M | +64,481 | ↑ INC |
WELLS FARGO & COMPANY/MNCIK 0000072971 | 160,443 | $2.02M | -15,780 | ↓ DEC |
UBS Group AGCIK 0001610520 | 157,351 | $1.98M | +133,005 | ↑ INC |
GLENMEDE TRUST CO NACIK 0000314949 | 104,447 | $1.31M | +26,000 | ↑ INC |
LuminArx Capital Management LPCIK 0001992915 | 81,733 | $1.03M | -272,527 | ↓ DEC |
Bramshill Investments, LLCCIK 0001619899 | 60,350 | $759.20K | +19,161 | ↑ INC |
MARATHON CAPITAL MANAGEMENTCIK 0001213206 | 50,000 | $629.00K | – | no_change |
XTX Topco LtdCIK 0001828301 | 48,721 | $612.91K | +12,242 | ↑ INC |
| Filer | Δ Shares | Value |
|---|---|---|
MORGAN STANLEY↑ INC | +323,274 | $13.09M |
Energy Income Partners, LLC↑ INC | +312,120 | $18.23M |
BANK OF AMERICA CORP /DE/↑ INC | +270,465 | $4.71M |
CIBC Bancorp USA Inc.↑ INC | +242,702 | $25.80M |
STIFEL FINANCIAL CORP↑ INC | +180,809 | $4.22M |
UBS Group AG↑ INC | +133,005 | $1.98M |
CITADEL ADVISORS LLC↑ INC | +115,382 | $5.98M |
HRT FINANCIAL LP↑ INC | +112,969 | $1.73K |
RAYMOND JAMES FINANCIAL INC↑ INC | +95,513 | $4.15M |
SUSQUEHANNA INTERNATIONAL GROUP, LLP↑ INC | +64,481 | $2.26M |
| Filer | Δ Shares | Value |
|---|---|---|
Global Endowment Management, LP↓ DEC | -1,534,476 | $4.20M |
LuminArx Capital Management LP↓ DEC | -272,527 | $1.03M |
WEALTHEDGE INVESTMENT ADVISORS, LLC↓ DEC | -185,750 | $173.83K |
GOLDMAN SACHS GROUP INC↓ DEC | -159,149 | $9.36M |
AMERICAN CENTURY COMPANIES INC↓ DEC | -64,536 | $18.70M |
JPMORGAN CHASE & CO↓ DEC | -41,891 | $6.22M |
Virtu Financial LLC↓ DEC | -17,163 | $127.00 |
WELLS FARGO & COMPANY/MN↓ DEC | -15,780 | $2.02M |
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.↓ DEC | -5,020 | $74.90K |
ROYAL BANK OF CANADA↓ DEC | -1,603 | $13.00K |