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 |
|---|---|---|---|---|
BANK OF AMERICA CORP /DE/CIK 0000070858 | 3,903,829 | $113.02M | -218,243 | ↓ DEC |
MORGAN STANLEYCIK 0000895421 | 1,582,180 | $45.80M | +298,465 | ↑ INC |
HighVista Strategies LLCCIK 0001335325 | 1,057,238 | $30.61M | – | no_change |
DEUTSCHE BANK AG\CIK 0000948046 | 803,698 | $23.27M | -194,619 | ↓ DEC |
LPL Financial LLCCIK 0001403438 | 632,728 | $18.32M | +52,851 | ↑ INC |
SUSQUEHANNA INTERNATIONAL GROUP, LLPCIK 0001446194 | 583,797 | $16.90M | +508,897 | ↑ INC |
JANE STREET GROUP, LLCCIK 0001595888 | 562,589 | $16.29M | +203,245 | ↑ INC |
Man Group plcCIK 0001637460 | 552,936 | $16.01M | +114,667 | ↑ INC |
ENVESTNET ASSET MANAGEMENT INCCIK 0001407543 | 541,104 | $15.66M | +77,622 | ↑ INC |
GOLDMAN SACHS GROUP INCCIK 0000886982 | 534,718 | $15.48M | +450,122 | ↑ INC |
Palumbo Wealth Management LLCCIK 0001846310 | 485,513 | $14.06M | -53 | ↓ DEC |
SONA ASSET MANAGEMENT (US) LLCCIK 0001856405 | 475,000 | $13.75M | +475,000 | NEW |
CITADEL ADVISORS LLCCIK 0001423053 | 451,242 | $13.06M | +364,666 | ↑ INC |
Avos Capital Management, LLCCIK 0001948622 | 445,222 | $12.89M | +34,829 | ↑ INC |
Cordant, Inc.CIK 0001830942 | 442,943 | $12.82M | -44 | ↓ DEC |
LOCKHEED MARTIN INVESTMENT MANAGEMENT COCIK 0000897599 | 330,000 | $9.55M | -100,000 | ↓ DEC |
Cetera Investment AdvisersCIK 0001666741 | 250,997 | $7.27M | +3,223 | ↑ INC |
Corient Private Wealth LPCIK 0001948780 | 236,182 | $6.84M | +1,698 | ↑ INC |
Creative PlanningCIK 0001540235 | 233,688 | $6.77M | +9,423 | ↑ INC |
Fund Evaluation Group, LLCCIK 0001356249 | 185,314 | $5.36M | – | no_change |
Gladwyn Financial Advisors, Inc.CIK 0002078684 | 165,763 | $4.80M | -35,692 | ↓ DEC |
Marino Management, LLCCIK 0001845680 | 155,962 | $4.56M | – | no_change |
ROYAL BANK OF CANADACIK 0001000275 | 146,926 | $4.25M | +63,778 | ↑ INC |
MANUFACTURERS LIFE INSURANCE COMPANY, THECIK 0000928047 | 143,440 | $4.15M | +4,991 | ↑ INC |
UBS Group AGCIK 0001610520 | 140,062 | $4.05M | -10,284 | ↓ DEC |
| Filer | Δ Shares | Value |
|---|---|---|
SUSQUEHANNA INTERNATIONAL GROUP, LLP↑ INC | +508,897 | $16.90M |
SONA ASSET MANAGEMENT (US) LLCNEW | +475,000 | $13.75M |
GOLDMAN SACHS GROUP INC↑ INC | +450,122 | $15.48M |
CITADEL ADVISORS LLC↑ INC | +364,666 | $13.06M |
MORGAN STANLEY↑ INC | +298,465 | $45.80M |
JANE STREET GROUP, LLC↑ INC | +203,245 | $16.29M |
Man Group plc↑ INC | +114,667 | $16.01M |
ENVESTNET ASSET MANAGEMENT INC↑ INC | +77,622 | $15.66M |
Redhawk Wealth Advisors, Inc.↑ INC | +66,370 | $2.47M |
ROYAL BANK OF CANADA↑ INC | +63,778 | $4.25M |
| Filer | Δ Shares | Value |
|---|---|---|
JPMORGAN CHASE & CO↓ DEC | -681,420 | $3.97M |
Arrow Investment Advisors, LLC↓ DEC | -518,431 | $1.36M |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO↓ DEC | -400,531 | $2.71M |
BANK OF AMERICA CORP /DE/↓ DEC | -218,243 | $113.02M |
DEUTSCHE BANK AG\↓ DEC | -194,619 | $23.27M |
Quadrature Capital Ltd↓ DEC | -173,789 | $1.91M |
Lido Advisors, LLC↓ DEC | -165,717 | $3.99M |
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO↓ DEC | -100,000 | $9.55M |
Bank of New York Mellon Corp↓ DEC | -80,905 | $987.51K |
Atria Investments, Inc↓ DEC | -62,948 | $296.85K |