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 |
|---|---|---|---|---|
Invesco Ltd.CIK 0000914208 | 4,972,812 | $109.85M | – | no_change |
Energy Income Partners, LLCCIK 0001388814 | 1,582,007 | $34.95M | +17,518 | ↑ INC |
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.CIK 0001705339 | 691,795 | $15.28M | +104,915 | ↑ INC |
Clearbridge Investments, LLCCIK 0001348883 | 633,569 | $14.00M | – | no_change |
UBS Group AGCIK 0001610520 | 457,727 | $10.11M | -62,661 | ↓ DEC |
CITIGROUP INCCIK 0000831001 | 228,755 | $5.05M | +12,796 | ↑ INC |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 228,152 | $5.04M | -28,801 | ↓ DEC |
GOLDMAN SACHS GROUP INCCIK 0000886982 | 219,658 | $4.85M | +13,352 | ↑ INC |
MORGAN STANLEYCIK 0000895421 | 180,571 | $3.99M | -12,667 | ↓ DEC |
Pathway Financial Advisers, LLCCIK 0002024152 | 106,598 | $2.35M | +3,221 | ↑ INC |
JPMORGAN CHASE & COCIK 0000019617 | 94,105 | $2.05M | -350 | ↓ DEC |
Gilman Hill Asset Management, LLCCIK 0001551969 | 87,202 | $1.93M | +2,760 | ↑ INC |
ING GROEP NVCIK 0001039765 | 82,000 | $1.81M | – | no_change |
Fractal Investments LLCCIK 0001843590 | 80,400 | $1.78M | – | no_change |
SUSQUEHANNA INTERNATIONAL GROUP, LLPCIK 0001446194 | 65,320 | $1.44M | -14,456 | ↓ DEC |
LPL Financial LLCCIK 0001403438 | 46,232 | $1.02M | +12,524 | ↑ INC |
CITADEL ADVISORS LLCCIK 0001423053 | 44,425 | $981.35K | -30,057 | ↓ DEC |
EAGLE GLOBAL ADVISORS LLCCIK 0001130787 | 43,873 | $969.15K | – | no_change |
Samalin Investment Counsel, LLCCIK 0001544366 | 41,890 | $925.34K | -2,436 | ↓ DEC |
Pinnacle Holdings, LLCCIK 0001411784 | 38,942 | $860.23K | – | no_change |
GLENMEDE TRUST CO NACIK 0000314949 | 26,278 | $580.48K | – | no_change |
Hilltop Holdings Inc.CIK 0001265131 | 23,830 | $526.40K | -485 | ↓ DEC |
Apollon Wealth Management, LLCCIK 0001764387 | 21,084 | $465.75K | +689 | ↑ INC |
ENVESTNET ASSET MANAGEMENT INCCIK 0001407543 | 20,424 | $451.17K | -2,428 | ↓ DEC |
OSAIC HOLDINGS, INC.CIK 0001677044 | 15,213 | $336.08K | +72 | ↑ INC |
| Filer | Δ Shares | Value |
|---|---|---|
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.↑ INC | +104,915 | $15.28M |
HRT FINANCIAL LP↑ INC | +26,293 | $987.00 |
Energy Income Partners, LLC↑ INC | +17,518 | $34.95M |
GOLDMAN SACHS GROUP INC↑ INC | +13,352 | $4.85M |
CITIGROUP INC↑ INC | +12,796 | $5.05M |
LPL Financial LLC↑ INC | +12,524 | $1.02M |
Pathway Financial Advisers, LLC↑ INC | +3,221 | $2.35M |
ROYAL BANK OF CANADA↑ INC | +2,833 | $234.00K |
Gilman Hill Asset Management, LLC↑ INC | +2,760 | $1.93M |
HARBOUR INVESTMENTS, INC.↑ INC | +1,583 | $35.34K |
| Filer | Δ Shares | Value |
|---|---|---|
UBS Group AG↓ DEC | -62,661 | $10.11M |
BNP PARIBAS FINANCIAL MARKETS↓ DEC | -34,550 | $2.21K |
CITADEL ADVISORS LLC↓ DEC | -30,057 | $981.35K |
BANK OF AMERICA CORP /DE/↓ DEC | -28,801 | $5.04M |
SUSQUEHANNA INTERNATIONAL GROUP, LLP↓ DEC | -14,456 | $1.44M |
Jump Financial, LLC↓ DEC | -12,700 | $269.50K |
MORGAN STANLEY↓ DEC | -12,667 | $3.99M |
ACADIAN ASSET MANAGEMENT LLC↓ DEC | -9,408 | $258.00 |
JANE STREET GROUP, LLC↓ DEC | -6,639 | $240.78K |
GSA CAPITAL PARTNERS LLP↓ DEC | -2,935 | $786.00 |