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 |
|---|---|---|---|---|
MORGAN STANLEYCIK 0000895421 | 4,873,014 | $116.37M | +333,858 | ↑ INC |
GOLDMAN SACHS GROUP INCCIK 0000886982 | 3,917,444 | $93.55M | +500,736 | ↑ INC |
BlackRock, Inc.CIK 0002012383 | 2,544,231 | $60.76M | +163,200 | ↑ INC |
NORTHERN TRUST CORPCIK 0000073124 | 1,684,725 | $40.23M | +313,509 | ↑ INC |
FIRST TRUST ADVISORS LPCIK 0001125816 | 1,119,202 | $26.73M | +229,625 | ↑ INC |
Clearbridge Investments, LLCCIK 0001348883 | 951,220 | $22.72M | +823,137 | ↑ INC |
UBS Group AGCIK 0001610520 | 730,300 | $17.44M | -492,612 | ↓ DEC |
Connor, Clark & Lunn Investment Management Ltd.CIK 0001596800 | 669,453 | $15.99M | +525,042 | ↑ INC |
DIMENSIONAL FUND ADVISORS LPCIK 0000354204 | 630,144 | $15.05M | -87,875 | ↓ DEC |
Quantinno Capital Management LPCIK 0001759654 | 613,278 | $14.65M | +104,720 | ↑ INC |
FMR LLCCIK 0000315066 | 603,042 | $14.40M | +83,555 | ↑ INC |
STATE FARM MUTUAL AUTOMOBILE INSURANCE COCIK 0000315032 | 487,503 | $11.64M | – | no_change |
CHARLES SCHWAB INVESTMENT MANAGEMENT INCCIK 0000884546 | 457,196 | $10.92M | +66,177 | ↑ INC |
Creative PlanningCIK 0001540235 | 405,049 | $9.67M | +92,884 | ↑ INC |
Trek Financial, LLCCIK 0001768195 | 349,810 | $8.35M | +349,810 | NEW |
EARNEST PARTNERS LLCCIK 0001102578 | 340,408 | $8.13M | +75,464 | ↑ INC |
BANK OF MONTREAL /CAN/CIK 0000927971 | 331,458 | $8.02M | -135,958 | ↓ DEC |
HOURGLASS CAPITAL, LLCCIK 0001442573 | 324,360 | $7.75M | +15,050 | ↑ INC |
SCHRODER INVESTMENT MANAGEMENT GROUPCIK 0001086619 | 295,239 | $7.05M | +278,459 | ↑ INC |
CITADEL ADVISORS LLCCIK 0001423053 | 270,644 | $6.46M | +42,557 | ↑ INC |
STIFEL FINANCIAL CORPCIK 0000720672 | 263,103 | $6.28M | +84,895 | ↑ INC |
ENVESTNET ASSET MANAGEMENT INCCIK 0001407543 | 248,581 | $5.94M | +225,430 | ↑ INC |
JPMORGAN CHASE & COCIK 0000019617 | 237,815 | $5.77M | +93,651 | ↑ INC |
PEAK6 LLCCIK 0001389958 | 232,400 | $5.55M | +216,400 | ↑ INC |
BARCLAYS PLCCIK 0000312069 | 225,516 | $5.39M | +192,060 | ↑ INC |
| Filer | Δ Shares | Value |
|---|---|---|
Clearbridge Investments, LLC↑ INC | +823,137 | $22.72M |
Connor, Clark & Lunn Investment Management Ltd.↑ INC | +525,042 | $15.99M |
GOLDMAN SACHS GROUP INC↑ INC | +500,736 | $93.55M |
Trek Financial, LLCNEW | +349,810 | $8.35M |
MORGAN STANLEY↑ INC | +333,858 | $116.37M |
NORTHERN TRUST CORP↑ INC | +313,509 | $40.23M |
SCHRODER INVESTMENT MANAGEMENT GROUP↑ INC | +278,459 | $7.05M |
FIRST TRUST ADVISORS LP↑ INC | +229,625 | $26.73M |
ENVESTNET ASSET MANAGEMENT INC↑ INC | +225,430 | $5.94M |
PEAK6 LLC↑ INC | +216,400 | $5.55M |
| Filer | Δ Shares | Value |
|---|---|---|
MILLENNIUM MANAGEMENT LLC↓ DEC | -718,520 | $404.41K |
JANE STREET GROUP, LLC↓ DEC | -547,617 | $2.17M |
UBS Group AG↓ DEC | -492,612 | $17.44M |
BANK OF MONTREAL /CAN/↓ DEC | -135,958 | $8.02M |
XTX Topco Ltd↓ DEC | -135,054 | $527.96K |
OPPENHEIMER ASSET MANAGEMENT INC.↓ DEC | -106,243 | $291.34K |
DIMENSIONAL FUND ADVISORS LP↓ DEC | -87,875 | $15.05M |
BAROMETER CAPITAL MANAGEMENT INC.↓ DEC | -62,506 | $1.60M |
Sanctuary Advisors, LLC↓ DEC | -45,495 | $298.62K |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO↓ DEC | -31,049 | $29.97K |