13F QoQ Ownership Changes
AA Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 200 new · 205 added · 238 reduced · 72 exited
New Positions(200)
Added To(205)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| BlackRock, Inc. | 24,421,863 | +592,623 | $1.30B | +$514.0M | 2.5% |
| Bank of New York Mellon Corp | 6,254,017 | +4,247,559 | $332.3M | +$266.3M | 211.7% |
| FMR LLC | 4,932,587 | +4,690,789 | $262.1M | +$254.2M | 1940.0% |
| DIMENSIONAL FUND ADVISORS LP | 11,580,803 | +462,243 | $615.4M | +$249.7M | 4.2% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 7,718,566 | +1,279,042 | $410.2M | +$198.4M | 19.9% |
| JPMORGAN CHASE & CO | 6,038,069 | +1,817,356 | $320.9M | +$182.0M | 43.0% |
| AQR CAPITAL MANAGEMENT LLC | 4,134,425 | +2,503,132 | $219.7M | +$166.6M | 153.4% |
| GEODE CAPITAL MANAGEMENT, LLC | 6,655,655 | +349,426 | $389.6M | +$162.9M | 5.5% |
| UBS Group AG | 5,122,305 | +290,771 | $272.2M | +$113.3M | 6.0% |
| Invesco Ltd. | 2,415,697 | +1,721,280 | $128.4M | +$105.5M | 247.9% |
| Amundi | 1,359,320 | +1,012,147 | $72.2M | +$60.5M | 291.5% |
| JANE STREET GROUP, LLC | 2,584,963 | +197,712 | $137.4M | +$58.8M | 8.3% |
| CITIGROUP INC | 1,319,708 | +931,648 | $70.1M | +$57.4M | 240.1% |
| PEAK6 LLC | 1,286,900 | +920,500 | $68.4M | +$56.3M | 251.2% |
| PANAGORA ASSET MANAGEMENT INC | 1,496,468 | +721,617 | $79.5M | +$54.0M | 93.1% |
| Merewether Investment Management, LP | 882,200 | +844,700 | $46.9M | +$45.6M | 2252.5% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 2,067,860 | +63,102 | $109.9M | +$43.9M | 3.1% |
| Walleye Trading LLC | 1,675,400 | +214,963 | $89.0M | +$41.0M | 14.7% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 1,874,380 | +42,717 | $99.6M | +$39.4M | 2.3% |
| DEUTSCHE BANK AG\ | 781,423 | +595,570 | $41.5M | +$35.4M | 320.4% |
| VICTORY CAPITAL MANAGEMENT INC | 1,109,035 | +285,899 | $58.9M | +$31.9M | 34.7% |
| Drummond Knight Asset Management Pty Ltd | 1,060,523 | +130,915 | $56.4M | +$25.8M | 14.1% |
| Walleye Capital LLC | 631,918 | +385,613 | $33.6M | +$25.5M | 156.6% |
| Temasek Holdings (Private) Ltd | 1,074,394 | +96,150 | $57.1M | +$24.9M | 9.8% |
| Brevan Howard Capital Management LP | 387,491 | +331,036 | $20.6M | +$18.7M | 586.4% |
| Russell Investments Group, Ltd. | 829,436 | +35,159 | $44.1M | +$18.0M | 4.4% |
| SEI INVESTMENTS CO | 530,610 | +217,661 | $28.2M | +$17.9M | 69.5% |
| Gotham Asset Management, LLC | 606,939 | +170,050 | $32.3M | +$17.9M | 38.9% |
| CAPITAL FUND MANAGEMENT S.A. | 587,160 | +167,060 | $31.2M | +$17.4M | 39.8% |
| NORDEA INVESTMENT MANAGEMENT AB | 408,624 | +266,574 | $21.9M | +$17.3M | 187.7% |
| IEQ CAPITAL, LLC | 327,179 | +282,400 | $17.4M | +$15.9M | 630.6% |
| GOLDMAN SACHS GROUP INC | 623,047 | +72,982 | $33.1M | +$15.0M | 13.3% |
| Parallax Volatility Advisers, L.P. | 412,879 | +164,079 | $21.9M | +$13.8M | 65.9% |
| Old West Investment Management, LLC | 232,578 | +210,713 | $12.4M | +$11.6M | 963.7% |
| Swiss National Bank | 510,513 | +8,400 | $27.1M | +$10.6M | 1.7% |
| D. E. Shaw & Co., Inc. | 331,899 | +108,708 | $17.6M | +$10.3M | 48.7% |
| Twin Tree Management, LP | 392,430 | +64,130 | $20.9M | +$10.1M | 19.5% |
| Nuveen, LLC | 384,218 | +37,740 | $20.4M | +$9.0M | 10.9% |
| AMERIPRISE FINANCIAL INC | 331,823 | +56,662 | $17.6M | +$8.6M | 20.6% |
| WELLS FARGO & COMPANY/MN | 255,585 | +73,042 | $13.6M | +$7.6M | 40.0% |
| LPL Financial LLC | 202,479 | +104,966 | $10.8M | +$7.6M | 107.6% |
| Mariner, LLC | 155,430 | +123,076 | $8.3M | +$7.2M | 380.4% |
| Cerity Partners LLC | 164,986 | +108,373 | $8.8M | +$6.9M | 191.4% |
| SummitTX Capital, L.P. | 155,030 | +111,241 | $8.2M | +$6.8M | 254.0% |
| WELLINGTON MANAGEMENT GROUP LLP | 294,843 | +15,700 | $15.7M | +$6.5M | 5.6% |
| LMR Partners LLP | 208,900 | +52,400 | $11.1M | +$6.0M | 33.5% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 113,961 | +83,858 | $6.1M | +$5.1M | 278.6% |
| Polymer Capital Management (US) LLC | 192,905 | +35,248 | $10.3M | +$5.1M | 22.4% |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 244,786 | +2,314 | $13.0M | +$5.0M | 0.9% |
| Horizon Investments, LLC | 139,071 | +65,477 | $7.4M | +$5.0M | 89.0% |
| GROUP ONE TRADING LLC | 138,867 | +56,778 | $7.4M | +$4.7M | 69.2% |
| ENVESTNET ASSET MANAGEMENT INC | 94,922 | +72,384 | $5.0M | +$4.3M | 321.2% |
| Alphadyne Asset Management LP | 125,000 | +50,000 | $6.6M | +$4.2M | 66.7% |
| XTX Topco Ltd | 84,272 | +72,853 | $4.5M | +$4.1M | 638.0% |
| NOMURA HOLDINGS INC | 106,042 | +55,957 | $5.6M | +$4.0M | 111.7% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 67,093 | +49,354 | $4.3M | +$3.7M | 278.2% |
| Creative Planning | 87,755 | +54,502 | $4.7M | +$3.6M | 163.9% |
| Hudson Bay Capital Management LP | 118,815 | +32,650 | $6.3M | +$3.5M | 37.9% |
| STATE OF WISCONSIN INVESTMENT BOARD | 94,150 | +42,167 | $5.0M | +$3.3M | 81.1% |
| Aquatic Capital Management LLC | 123,188 | +17,376 | $6.5M | +$3.1M | 16.4% |
| MEEDER ASSET MANAGEMENT INC | 55,886 | +52,732 | $3.0M | +$2.9M | 1671.9% |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 103,517 | +21,758 | $5.5M | +$2.8M | 26.6% |
| State of Tennessee, Department of Treasury | 100,655 | +5,078 | $5.7M | +$2.6M | 5.3% |
| JANUS HENDERSON GROUP PLC | 114,307 | +5,207 | $6.1M | +$2.5M | 4.8% |
| RAYMOND JAMES FINANCIAL INC | 113,252 | +2,161 | $6.0M | +$2.4M | 1.9% |
| NATIXIS | 61,118 | +31,527 | $3.2M | +$2.3M | 106.5% |
| Jump Financial, LLC | 57,732 | +33,141 | $3.1M | +$2.3M | 134.8% |
| SIH Partners, LLLP | 64,051 | +27,047 | $3.4M | +$2.2M | 73.1% |
| Grantham, Mayo, Van Otterloo & Co. LLC | 98,867 | +1,467 | $5.3M | +$2.1M | 1.5% |
| Rockefeller Capital Management L.P. | 38,233 | +37,328 | $2.0M | +$2.0M | 4124.6% |
| AMERICAN CENTURY COMPANIES INC | 84,347 | +4,529 | $4.5M | +$1.9M | 5.7% |
| Vontobel Holding Ltd. | 38,532 | +31,665 | $2.0M | +$1.8M | 461.1% |
| Tidal Investments LLC | 44,597 | +26,024 | $2.4M | +$1.8M | 140.1% |
| STIFEL FINANCIAL CORP | 56,499 | +16,677 | $3.0M | +$1.7M | 41.9% |
| Focus Partners Wealth | 38,316 | +26,157 | $2.0M | +$1.6M | 215.1% |
| CIBC WORLD MARKET INC. | 55,315 | +10,031 | $2.9M | +$1.5M | 22.1% |
| PRUDENTIAL FINANCIAL INC | 46,636 | +15,350 | $2.5M | +$1.4M | 49.1% |
| Prospera Financial Services Inc | 33,374 | +21,497 | $1.8M | +$1.4M | 181.0% |
| Kestra Advisory Services, LLC | 29,927 | +22,932 | $1.6M | +$1.4M | 327.8% |
| Bank Julius Baer & Co. Ltd, Zurich | 41,950 | +15,450 | $2.2M | +$1.4M | 58.3% |
| CAPTRUST FINANCIAL ADVISORS | 32,559 | +20,499 | $1.7M | +$1.3M | 170.0% |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 50,900 | +5,900 | $2.7M | +$1.2M | 13.1% |
| KLP KAPITALFORVALTNING AS | 56,700 | +2,000 | $3.0M | +$1.2M | 3.6% |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 57,940 | +229 | $3.1M | +$1.2M | 0.4% |
| Quantinno Capital Management LP | 47,406 | +6,333 | $2.5M | +$1.2M | 15.4% |
| Merit Financial Group, LLC | 28,945 | +15,432 | $1.5M | +$1.1M | 114.2% |
| Private Advisor Group, LLC | 27,185 | +13,867 | $1.4M | +$1.0M | 104.1% |
| Mitsubishi UFJ Trust & Banking Corp | 39,810 | +5,015 | $2.1M | +$971.1K | 14.4% |
| Pictet Asset Management Holding SA | 40,062 | +3,403 | $2.1M | +$923.2K | 9.3% |
| OSAIC HOLDINGS, INC. | 34,824 | +5,837 | $1.9M | +$909.2K | 20.1% |
| Vanguard Personalized Indexing Management, LLC | 35,481 | +2,746 | $1.9M | +$808.8K | 8.4% |
| RITHOLTZ WEALTH MANAGEMENT | 19,641 | +11,744 | $1.0M | +$784.0K | 148.7% |
| Cetera Investment Advisers | 32,290 | +2,506 | $1.7M | +$767.0K | 8.4% |
| Pallas Capital Advisors LLC | 21,404 | +9,283 | $1.1M | +$738.7K | 76.6% |
| Steward Partners Investment Advisory, LLC | 16,017 | +12,594 | $851.2K | +$738.6K | 367.9% |
| TWO SIGMA INVESTMENTS, LP | 19,500 | +10,336 | $1.0M | +$734.8K | 112.8% |
| Convergence Investment Partners, LLC | 25,969 | +5,679 | $1.4M | +$712.7K | 28.0% |
| NWAM LLC | 24,857 | +15,232 | $1.0M | +$706.4K | 158.3% |
| J. Safra Sarasin Holding AG | 21,410 | +6,484 | $1.1M | +$646.8K | 43.4% |
| Sterling Capital Management LLC | 22,009 | +6,033 | $1.2M | +$644.1K | 37.8% |
| BNP PARIBAS FINANCIAL MARKETS | 81,811 | +18,032 | $4.3M | +$621.7K | 28.3% |
| MML INVESTORS SERVICES, LLC | 17,442 | +6,777 | $926.9K | +$576.1K | 63.5% |
| TRUIST FINANCIAL CORP | 15,866 | +7,727 | $843.1K | +$575.5K | 94.9% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 12,042 | +10,079 | $639.9K | +$575.3K | 513.4% |
| Orion Porfolio Solutions, LLC | 14,617 | +8,122 | $776.8K | +$563.2K | 125.0% |
| Aberdeen Group plc | 24,925 | +1,780 | $1.3M | +$541.1K | 7.7% |
| Pathstone Holdings, LLC | 22,201 | +1,668 | $1.2M | +$504.4K | 8.1% |
| M&T Bank Corp | 17,786 | +3,970 | $944.5K | +$490.8K | 28.7% |
| QUADRANT CAPITAL GROUP LLC | 22,865 | +368 | $1.2M | +$475.1K | 1.6% |
| DAVENPORT & Co LLC | 15,612 | +3,959 | $829.6K | +$446.4K | 34.0% |
| Advisors Asset Management, Inc. | 14,650 | +3,862 | $778.5K | +$423.7K | 35.8% |
| Brooklyn Investment Group | 11,521 | +4,153 | $619.5K | +$377.1K | 56.4% |
| Lido Advisors, LLC | 20,538 | +121 | $1.0M | +$375.2K | 0.6% |
| Corient Private Wealth LLC | 15,720 | +5,413 | $709.8K | +$370.8K | 52.5% |
| Farther Finance Advisors, LLC | 10,693 | +4,445 | $568.2K | +$362.7K | 71.1% |
| NewEdge Advisors, LLC | 7,342 | +6,181 | $390.2K | +$352.0K | 532.4% |
| D.A. DAVIDSON & CO. | 14,716 | +1,497 | $782.0K | +$347.2K | 11.3% |
| Focus Partners Advisor Solutions, LLC | 16,973 | +843 | $902.0K | +$334.1K | 5.2% |
| Bridgefront Capital, LLC | 13,501 | +1,402 | $717.4K | +$319.5K | 11.6% |
| Altshuler Shaham Ltd | 14,947 | +331 | $794.3K | +$313.6K | 2.3% |
| Maryland State Retirement & Pension System | 12,831 | +1,300 | $681.8K | +$302.6K | 11.3% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 14,387 | +343 | $764.5K | +$302.6K | 2.4% |
| Savant Capital, LLC | 12,824 | +1,153 | $681.5K | +$297.6K | 9.9% |
| ALPS ADVISORS INC | 13,838 | +123 | $735.4K | +$284.3K | 0.9% |
| Crossmark Global Holdings, Inc. | 13,596 | +241 | $722.5K | +$283.2K | 1.8% |
| QRG CAPITAL MANAGEMENT, INC. | 9,725 | +1,691 | $516.8K | +$252.5K | 21.0% |
| Wedmont Private Capital | 7,764 | +756 | $487.1K | +$238.1K | 10.8% |
| &PARTNERS | 10,601 | +1,309 | $563.3K | +$232.6K | 14.1% |
| ROTHSCHILD INVESTMENT LLC | 4,633 | +4,010 | $246.2K | +$225.7K | 643.6% |
| Prime Capital Investment Advisors, LLC | 10,682 | +204 | $567.7K | +$223.0K | 1.9% |
| Global Retirement Partners, LLC | 9,212 | +987 | $489.5K | +$219.0K | 12.0% |
| Atlantic Union Bankshares Corp | 9,861 | +2 | $524.0K | +$199.7K | 0.0% |
| Gryphon Financial Partners LLC | 7,836 | +1,020 | $416.4K | +$192.2K | 15.0% |
| EverSource Wealth Advisors, LLC | 4,597 | +2,433 | $244.3K | +$173.1K | 112.4% |
| US BANCORP \DE\ | 6,657 | +955 | $353.8K | +$166.2K | 16.7% |
| Diversified Trust Co | 7,350 | +3 | $390.6K | +$148.9K | 0.0% |
| CIBC Private Wealth Group LLC | 6,225 | +682 | $330.8K | +$148.5K | 12.3% |
| Wealthspire Advisors, LLC | 4,617 | +1,661 | $245.3K | +$148.1K | 56.2% |
| Fifth Third Wealth Advisors LLC | 6,709 | +8 | $356.5K | +$136.1K | 0.1% |
| GAMMA Investing LLC | 4,781 | +1,092 | $254.1K | +$132.7K | 29.6% |
| STRS OHIO | 6,189 | +10 | $328.9K | +$125.7K | 0.2% |
| MAI Capital Management | 4,426 | +67 | $235.2K | +$91.8K | 1.5% |
| UMB Bank, n.a. | 3,023 | +682 | $160.6K | +$83.6K | 29.1% |
| Caitlin John, LLC | 3,644 | +97 | $193.6K | +$76.9K | 2.7% |
| Rosenberg Matthew Hamilton | 3,317 | +141 | $176.3K | +$71.8K | 4.4% |
| Parallel Advisors, LLC | 3,337 | +45 | $177.3K | +$69.1K | 1.4% |
| LRI Investments, LLC | 1,426 | +1,052 | $75.8K | +$63.5K | 281.3% |
| Prestige Wealth Management Group LLC | 2,103 | +1,769 | $73.4K | +$62.5K | 529.6% |
| SIGNATUREFD, LLC | 2,144 | +138 | $113.9K | +$48.0K | 6.9% |
| Clearstead Advisors, LLC | 1,091 | +742 | $58.0K | +$46.5K | 212.6% |
| FIFTH THIRD BANCORP | 1,996 | +71 | $106.1K | +$42.8K | 3.7% |
| REAP Financial Group, LLC | 802 | +778 | $42.6K | +$41.8K | 3241.7% |
| True Wealth Design, LLC | 762 | +730 | $40.5K | +$39.4K | 2281.3% |
| Clearstead Trust, LLC | 755 | +613 | $40.1K | +$35.5K | 431.7% |
| Caitong International Asset Management Co., Ltd | 592 | +581 | $31.5K | +$31.1K | 5281.8% |
| Smartleaf Asset Management LLC | 910 | +356 | $49.5K | +$30.8K | 64.3% |
| HARBOUR INVESTMENTS, INC. | 872 | +396 | $46.4K | +$30.7K | 83.2% |
| Quent Capital, LLC | 889 | +381 | $47.3K | +$30.6K | 75.0% |
| Raleigh Capital Management Inc. | 526 | +525 | $27.9K | +$27.9K | 52500.0% |
| Quarry LP | 694 | +340 | $36.9K | +$25.2K | 96.0% |
| Investment Research & Advisory Group, Inc. | 1,025 | +3 | $54.5K | +$20.9K | 0.3% |
| AdvisorNet Financial, Inc | 679 | +182 | $36.1K | +$19.7K | 36.6% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 747 | +128 | $39.7K | +$19.3K | 20.7% |
| CoreCap Advisors, LLC | 557 | +237 | $29.6K | +$19.1K | 74.1% |
| Spire Wealth Management | 437 | +296 | $23.2K | +$18.6K | 209.9% |
| Root Financial Partners, LLC | 895 | +7 | $47.6K | +$18.4K | 0.8% |
| MassMutual Private Wealth & Trust, FSB | 690 | +67 | $36.7K | +$16.2K | 10.8% |
| Larson Financial Group LLC | 720 | +45 | $38.3K | +$16.1K | 6.7% |
| Sunbelt Securities, Inc. | 600 | +45 | $31.9K | +$13.6K | 8.1% |
| Transamerica Financial Advisors, LLC | 252 | +243 | $13.4K | +$13.1K | 2700.0% |
| SJS Investment Consulting Inc. | 389 | +147 | $20.7K | +$12.7K | 60.7% |
| ASSETMARK, INC | 526 | +60 | $28.0K | +$12.6K | 12.9% |
| Physician Wealth Advisors, Inc. | 589 | +1 | $31.3K | +$12.0K | 0.2% |
| PRIVATE TRUST CO NA | 319 | +135 | $17.0K | +$10.9K | 73.4% |
| Winch Advisory Services, LLC | 374 | +101 | $19.9K | +$10.9K | 37.0% |
| Parkside Financial Bank & Trust | 327 | +110 | $17.4K | +$10.2K | 50.7% |
| Westside Investment Management, Inc. | 461 | +1 | $24.5K | +$9.4K | 0.2% |
| Strengthening Families & Communities, LLC | 262 | +99 | $13.9K | +$8.6K | 60.7% |
| Rakuten Securities, Inc. | 287 | +74 | $15.3K | +$8.2K | 34.7% |
| JFS WEALTH ADVISORS, LLC | 242 | +77 | $12.9K | +$7.4K | 46.7% |
| CANADA LIFE ASSURANCE Co | 212,597 | +61,415 | $11.3K | +$6.2K | 40.6% |
| Triumph Capital Management | 105 | +99 | $5.6K | +$5.4K | 1650.0% |
| CWM, LLC | 99,000 | +80,260 | $5.3K | +$4.6K | 428.3% |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 224,354 | +2,621 | $11.9K | +$4.6K | 1.2% |
| Blue Trust, Inc. | 193 | +13 | $10.3K | +$4.3K | 7.2% |
| SG Americas Securities, LLC | 134,561 | +48,110 | $7.2K | +$4.3K | 55.6% |
| Stone House Investment Management, LLC | 70 | +58 | $3.7K | +$3.3K | 483.3% |
| AMALGAMATED BANK | 120,638 | +2,313 | $6.4K | +$2.5K | 1.9% |
| Rialto Wealth Management, LLC | 98 | +7 | $5.2K | +$2.2K | 7.7% |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 41,593 | +38,935 | $2.2K | +$2.1K | 1464.8% |
| VISION FINANCIAL MARKETS LLC | 102 | +1 | $5.4K | +$2.1K | 1.0% |
| COHEN & STEERS, INC. | 75,980 | +2,675 | $4.0K | +$1.6K | 3.6% |
| Lesa Sroufe & Co | 76,435 | +931 | $4.1K | +$1.6K | 1.2% |
| Bogart Wealth, LLC | 56 | +9 | $3.0K | +$1.4K | 19.1% |
| NATIXIS ADVISORS, LLC | 32,811 | +21,111 | $1.7K | +$1.4K | 180.4% |
| Retirement Wealth Solutions LLC | 35 | +7 | $1.9K | +$939 | 25.0% |
| Cambridge Investment Research Advisors, Inc. | 30,024 | +1,757 | $1.6K | +$665 | 6.2% |
| Janney Montgomery Scott LLC | 26,349 | +3,638 | $1.4K | +$653 | 16.0% |
| Bay Harbor Wealth Management, LLC | 20 | +5 | $1.1K | +$569 | 33.3% |
| HFM Investment Advisors, LLC | 18 | +3 | $957 | +$464 | 20.0% |
| Covestor Ltd | 8,799 | +6,675 | $467 | +$398 | 314.3% |
| HANTZ FINANCIAL SERVICES, INC. | 10,574 | +4,275 | $562 | +$355 | 67.9% |
| Quaker Wealth Management, LLC | 12 | +2 | $638 | +$309 | 20.0% |
| American Capital Advisory, LLC | 4 | +2 | $215 | +$148 | 100.0% |
| BESSEMER GROUP INC | 1,268 | +280 | $68 | +$36 | 28.3% |