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 | 38,637,354 | $1.59B | +3,562,997 | ↑ INC |
Invesco Ltd.CIK 0000914208 | 24,047,585 | $990.04M | +343,986 | ↑ INC |
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.CIK 0001705339 | 8,869,816 | $365.17M | +589,766 | ↑ INC |
TORTOISE CAPITAL ADVISORS, L.L.C.CIK 0001280965 | 8,779,628 | $361.46M | +240,453 | ↑ INC |
GOLDMAN SACHS GROUP INCCIK 0000886982 | 8,758,512 | $360.59M | -803,701 | ↓ DEC |
Blackstone Inc.CIK 0001393818 | 8,755,422 | $360.46M | -2,337,473 | ↓ DEC |
Neuberger Berman Group LLCCIK 0001465109 | 6,283,710 | $258.70M | -193,559 | ↓ DEC |
MORGAN STANLEYCIK 0000895421 | 4,550,365 | $187.34M | -896,110 | ↓ DEC |
KAYNE ANDERSON CAPITAL ADVISORS LPCIK 0000949615 | 3,918,091 | $161.31M | +16,998 | ↑ INC |
UBS Group AGCIK 0001610520 | 3,722,238 | $153.24M | +220,454 | ↑ INC |
Clearbridge Investments, LLCCIK 0001348883 | 2,623,943 | $108.03M | – | no_change |
WESTWOOD HOLDINGS GROUP INCCIK 0001165002 | 2,142,933 | $88.22M | +2,099,796 | ↑ INC |
BNP PARIBAS FINANCIAL MARKETSCIK 0001166588 | 2,107,090 | $86.75M | +607,399 | ↑ INC |
CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENTCIK 0001329375 | 1,676,900 | $69.04M | +136,000 | ↑ INC |
ING GROEP NVCIK 0001039765 | 1,587,500 | $65.36M | +871,847 | ↑ INC |
MILLER HOWARD INVESTMENTS INC /NYCIK 0000903947 | 1,584,975 | $65.25M | +93,543 | ↑ INC |
Fractal Investments LLCCIK 0001843590 | 1,577,806 | $64.96M | – | no_change |
JPMORGAN CHASE & COCIK 0000019617 | 1,490,494 | $62.03M | -1,514,758 | ↓ DEC |
BERKLEY W R CORPCIK 0000011544 | 1,266,970 | $52.16M | +379,807 | ↑ INC |
INFRASTRUCTURE CAPITAL ADVISORS, LLCCIK 0001621802 | 1,234,879 | $50.84M | +77,202 | ↑ INC |
Recurrent Investment Advisors LLCCIK 0001803146 | 1,134,758 | $46.72M | -203,896 | ↓ DEC |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 1,128,284 | $46.45M | -1,108,768 | ↓ DEC |
CIBC Bancorp USA Inc.CIK 0001711924 | 1,072,138 | $44.14M | +253,794 | ↑ INC |
EAGLE GLOBAL ADVISORS LLCCIK 0001130787 | 1,063,920 | $43.80M | -187,330 | ↓ DEC |
BARCLAYS PLCCIK 0000312069 | 1,061,910 | $43.72M | -798 | ↓ DEC |
| Filer | Δ Shares | Value |
|---|---|---|
ALPS ADVISORS INC↑ INC | +3,562,997 | $1.59B |
WESTWOOD HOLDINGS GROUP INC↑ INC | +2,099,796 | $88.22M |
ING GROEP NV↑ INC | +871,847 | $65.36M |
BNP PARIBAS FINANCIAL MARKETS↑ INC | +607,399 | $86.75M |
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.↑ INC | +589,766 | $365.17M |
BERKLEY W R CORP↑ INC | +379,807 | $52.16M |
Invesco Ltd.↑ INC | +343,986 | $990.04M |
SUSQUEHANNA INTERNATIONAL GROUP, LLP↑ INC | +269,354 | $31.82M |
CIBC Bancorp USA Inc.↑ INC | +253,794 | $44.14M |
FIRST TRUST ADVISORS LP↑ INC | +253,474 | $37.16M |
| Filer | Δ Shares | Value |
|---|---|---|
Blackstone Inc.↓ DEC | -2,337,473 | $360.46M |
JPMORGAN CHASE & CO↓ DEC | -1,514,758 | $62.03M |
BANK OF AMERICA CORP /DE/↓ DEC | -1,108,768 | $46.45M |
JANE STREET GROUP, LLC↓ DEC | -1,011,731 | $26.04M |
MORGAN STANLEY↓ DEC | -896,110 | $187.34M |
GOLDMAN SACHS GROUP INC↓ DEC | -803,701 | $360.59M |
CITADEL ADVISORS LLC↓ DEC | -267,195 | $20.34M |
Recurrent Investment Advisors LLC↓ DEC | -203,896 | $46.72M |
Neuberger Berman Group LLC↓ DEC | -193,559 | $258.70M |
EAGLE GLOBAL ADVISORS LLC↓ DEC | -187,330 | $43.80M |