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 | 19,072,413 | $517.24M | +1,324,213 | ↑ INC |
Invesco Ltd.CIK 0000914208 | 12,176,902 | $330.24M | -30,520 | ↓ DEC |
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.CIK 0001705339 | 5,808,883 | $157.54M | +500,646 | ↑ INC |
GOLDMAN SACHS GROUP INCCIK 0000886982 | 3,638,714 | $98.68M | +294,044 | ↑ INC |
JPMORGAN CHASE & COCIK 0000019617 | 3,538,152 | $96.56M | -1,060,921 | ↓ DEC |
MORGAN STANLEYCIK 0000895421 | 2,805,009 | $76.07M | +92,406 | ↑ INC |
Blackstone Inc.CIK 0001393818 | 696,709 | $18.89M | – | no_change |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 599,689 | $16.26M | +16,783 | ↑ INC |
UBS Group AGCIK 0001610520 | 473,077 | $12.83M | -57,501 | ↓ DEC |
NATIXISCIK 0001274981 | 405,800 | $11.01M | – | no_change |
INFRASTRUCTURE CAPITAL ADVISORS, LLCCIK 0001621802 | 314,657 | $8.53M | +7,226 | ↑ INC |
ING GROEP NVCIK 0001039765 | 312,600 | $8.48M | – | no_change |
SUSQUEHANNA INTERNATIONAL GROUP, LLPCIK 0001446194 | 286,963 | $7.78M | +80,578 | ↑ INC |
KAYNE ANDERSON CAPITAL ADVISORS LPCIK 0000949615 | 250,946 | $6.81M | +250,946 | NEW |
Objectivity Squared, LLCCIK 0002011113 | 235,106 | $6.38M | +4,704 | ↑ INC |
CITADEL ADVISORS LLCCIK 0001423053 | 235,038 | $6.37M | -195,426 | ↓ DEC |
Rockefeller Capital Management L.P.CIK 0001739439 | 233,863 | $6.34M | -865 | ↓ DEC |
Corient Private Wealth LLCCIK 0001948780 | 211,385 | $5.73M | -2,485 | ↓ DEC |
BARD ASSOCIATES INCCIK 0001105907 | 183,848 | $4.99M | -498 | ↓ DEC |
ROYAL BANK OF CANADACIK 0001000275 | 176,124 | $4.78M | +48,978 | ↑ INC |
FIRST TRUST ADVISORS LPCIK 0001125816 | 122,386 | $3.32M | -16,686 | ↓ DEC |
PNC FINANCIAL SERVICES GROUP, INC.CIK 0000713676 | 115,530 | $3.13M | – | no_change |
TRUIST FINANCIAL CORPCIK 0000092230 | 101,205 | $2.74M | – | no_change |
Concurrent Investment Advisors, LLCCIK 0002001015 | 99,993 | $2.71M | -340 | ↓ DEC |
Mallini Complete Financial Planning LLCCIK 0002049540 | 94,489 | $2.56M | +679 | ↑ INC |
| Filer | Δ Shares | Value |
|---|---|---|
ALPS ADVISORS INC↑ INC | +1,324,213 | $517.24M |
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.↑ INC | +500,646 | $157.54M |
GOLDMAN SACHS GROUP INC↑ INC | +294,044 | $98.68M |
KAYNE ANDERSON CAPITAL ADVISORS LPNEW | +250,946 | $6.81M |
MORGAN STANLEY↑ INC | +92,406 | $76.07M |
SUSQUEHANNA INTERNATIONAL GROUP, LLP↑ INC | +80,578 | $7.78M |
ROYAL BANK OF CANADA↑ INC | +48,978 | $4.78M |
RAYMOND JAMES FINANCIAL INC↑ INC | +16,783 | $16.26M |
Sanctuary Advisors, LLC↑ INC | +16,583 | $2.01M |
KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENTNEW | +16,548 | $448.78K |
| Filer | Δ Shares | Value |
|---|---|---|
JPMORGAN CHASE & CO↓ DEC | -1,060,921 | $96.56M |
CITADEL ADVISORS LLC↓ DEC | -195,426 | $6.37M |
PEAK6 LLC↓ DEC | -60,300 | $1.30M |
UBS Group AG↓ DEC | -57,501 | $12.83M |
HRT FINANCIAL LP↓ DEC | -56,096 | $2.02K |
CITIGROUP INC↓ DEC | -54,048 | $1.60M |
BANK OF AMERICA CORP /DE/↓ DEC | -46,541 | $2.01M |
JANE STREET GROUP, LLC↓ DEC | -42,000 | $1.78M |
Jump Financial, LLC↓ DEC | -40,663 | $1.86M |
Invesco Ltd.↓ DEC | -30,520 | $330.24M |