13F QoQ Ownership Changes
ACLS Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 66 new · 122 added · 180 reduced · 59 exited
New Positions(66)
Added To(122)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| VICTORY CAPITAL MANAGEMENT INC | 1,807,404 | +835,242 | $145.2M | +$55.0M | 85.9% |
| D. E. Shaw & Co., Inc. | 470,285 | +293,247 | $37.8M | +$20.5M | 165.6% |
| Balyasny Asset Management L.P. | 243,503 | +241,177 | $19.6M | +$19.3M | 10368.7% |
| Allspring Global Investments Holdings, LLC | 266,015 | +156,387 | $22.9M | +$12.5M | 142.7% |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 220,713 | +125,486 | $17.7M | +$8.4M | 131.8% |
| DIMENSIONAL FUND ADVISORS LP | 841,040 | +71,428 | $67.6M | -$7.6M | 9.3% |
| JPMORGAN CHASE & CO | 357,502 | +140,108 | $28.7M | +$7.5M | 64.4% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 431,195 | +4,082 | $34.6M | -$7.1M | 0.9% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 212,050 | +94,253 | $17.0M | +$5.5M | 80.0% |
| ZACKS INVESTMENT MANAGEMENT | 88,080 | +67,867 | $7.1M | +$5.1M | 335.8% |
| FMR LLC | 610,603 | +59,205 | $49.1M | -$4.8M | 10.7% |
| UBS Group AG | 213,388 | +86,065 | $17.1M | +$4.7M | 67.6% |
| Empowered Funds, LLC | 38,888 | +34,068 | $3.1M | +$2.7M | 706.8% |
| TWO SIGMA INVESTMENTS, LP | 76,244 | +39,079 | $6.1M | +$2.5M | 105.2% |
| SEGALL BRYANT & HAMILL, LLC | 102,187 | +43,576 | $8.2M | +$2.5M | 74.3% |
| GOLDMAN SACHS GROUP INC | 629,814 | +135,039 | $50.6M | +$2.3M | 27.3% |
| PRINCIPAL FINANCIAL GROUP INC | 200,025 | +14,757 | $16.1M | -$2.0M | 8.0% |
| First Eagle Investment Management, LLC | 136,318 | +5,960 | $11.0M | -$1.8M | 4.6% |
| FIRST TRUST ADVISORS LP | 88,396 | +33,153 | $7.1M | +$1.7M | 60.0% |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 129,777 | +7,213 | $10.4M | -$1.5M | 5.9% |
| INTECH INVESTMENT MANAGEMENT LLC | 40,463 | +22,792 | $3.3M | +$1.5M | 129.0% |
| KENNEDY CAPITAL MANAGEMENT LLC | 205,737 | +22,637 | $16.5M | -$1.3M | 12.4% |
| BARCLAYS PLC | 78,287 | +8,702 | $5.5M | -$1.3M | 12.5% |
| TUDOR INVESTMENT CORP ET AL | 23,741 | +16,841 | $1.9M | +$1.2M | 244.1% |
| Creative Planning | 73,500 | +866 | $5.9M | -$1.2M | 1.2% |
| F/m Investments LLC | 40,294 | +19,226 | $3.2M | +$1.2M | 91.3% |
| JANE STREET GROUP, LLC | 105,949 | +29,340 | $8.5M | +$1.0M | 38.3% |
| FEDERATED HERMES, INC. | 276,266 | +58,464 | $22.2M | +$929.0K | 26.8% |
| SEI INVESTMENTS CO | 27,976 | +13,900 | $2.2M | +$873.1K | 98.7% |
| STATE OF WISCONSIN INVESTMENT BOARD | 50,506 | +292 | $4.1M | -$845.2K | 0.6% |
| AlphaQuest LLC | 26,367 | +12,574 | $2.1M | +$771.6K | 91.2% |
| WELLS FARGO & COMPANY/MN | 79,752 | +6,729 | $6.4M | -$722.7K | 9.2% |
| Invesco Ltd. | 478,897 | +92,162 | $38.5M | +$713.8K | 23.8% |
| Soviero Asset Management, LP | 46,000 | +15,000 | $3.7M | +$668.8K | 48.4% |
| Clark Capital Management Group, Inc. | 110,294 | +13,706 | $8.9M | -$569.8K | 14.2% |
| AQR CAPITAL MANAGEMENT LLC | 37,581 | +930 | $3.0M | -$559.3K | 2.5% |
| Engineers Gate Manager LP | 11,167 | +7,596 | $897.2K | +$548.5K | 212.7% |
| Squarepoint Ops LLC | 153,703 | +22,432 | $12.3M | -$468.8K | 17.1% |
| Bridgefront Capital, LLC | 17,765 | +7,870 | $1.4M | +$461.1K | 79.5% |
| DEUTSCHE BANK AG\ | 25,920 | +473 | $2.1M | -$402.2K | 1.9% |
| Peterson Wealth Services | 7,403 | +7,003 | $594.8K | -$328.6K | 1750.8% |
| MML INVESTORS SERVICES, LLC | 8,490 | +4,765 | $682.1K | +$318.4K | 127.9% |
| Wakefield Asset Management LLLP | 18,133 | +42 | $1.5M | -$309.6K | 0.2% |
| VIRTUS ADVISERS, LLC | 6,112 | +3,891 | $511.7K | +$294.8K | 175.2% |
| ABN AMRO INVESTMENT SOLUTIONS | 24,798 | +7,408 | $2.0M | +$294.3K | 42.6% |
| Ameritas Advisory Services, LLC | 3,210 | +3,170 | $257.9K | +$254.0K | 7925.0% |
| COMMONWEALTH EQUITY SERVICES, LLC | 2,898 | +313 | $232.8K | +$232.6K | 12.1% |
| WINTON GROUP Ltd | 14,724 | +256 | $1.2M | -$229.7K | 1.8% |
| STRS OHIO | 3,400 | +2,900 | $273.2K | +$224.3K | 580.0% |
| Cetera Investment Advisers | 9,955 | +3,863 | $799.8K | +$205.0K | 63.4% |
| CANADA PENSION PLAN INVESTMENT BOARD | 5,600 | +2,900 | $449.9K | +$186.3K | 107.4% |
| KLP KAPITALFORVALTNING AS | 11,200 | +100 | $899.8K | -$184.0K | 0.9% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 5,806 | +2,779 | $466.5K | +$170.9K | 91.8% |
| Illumine Investment Management, LLC | 10,117 | +86 | $812.8K | -$166.6K | 0.8% |
| STIFEL FINANCIAL CORP | 24,347 | +2,611 | $2.0M | -$166.3K | 12.0% |
| Old West Investment Management, LLC | 18,064 | +1,796 | $1.5M | -$137.1K | 11.0% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 36,000 | +5,000 | $2.9M | -$134.6K | 16.1% |
| MOODY NATIONAL BANK TRUST DIVISION | 4,834 | +2,204 | $388.4K | +$131.6K | 83.8% |
| SBI Securities Co., Ltd. | 1,597 | +1,399 | $128.3K | +$109.0K | 706.6% |
| Holocene Advisors, LP | 15,679 | +1,792 | $1.3M | -$96.3K | 12.9% |
| Gotham Asset Management, LLC | 12,210 | +1,195 | $981.0K | -$94.6K | 10.8% |
| NewEdge Advisors, LLC | 2,406 | +1,361 | $193.3K | +$91.3K | 130.2% |
| Corient Private Wealth LLC | 5,627 | +57 | $452.6K | -$91.2K | 1.0% |
| CITADEL ADVISORS LLC | 247,847 | +44,820 | $19.9M | +$88.5K | 22.1% |
| PRINCIPAL SECURITIES, INC. | 3,200 | +1,419 | $257.1K | +$83.2K | 79.7% |
| AVIVA PLC | 5,916 | +403 | $475.3K | -$63.0K | 7.3% |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 3,543 | +24 | $284.6K | -$59.0K | 0.7% |
| ENVESTNET ASSET MANAGEMENT INC | 52,497 | +9,801 | $4.2M | +$48.8K | 22.9% |
| GAMMA Investing LLC | 2,909 | +69 | $233.7K | -$43.6K | 2.4% |
| Merit Financial Group, LLC | 6,867 | +773 | $551.7K | -$43.3K | 12.7% |
| NISA INVESTMENT ADVISORS, LLC | 2,432 | +13 | $195.4K | -$40.8K | 0.5% |
| PNC Financial Services Group, Inc. | 2,282 | +36 | $183.3K | -$36.0K | 1.6% |
| Clearstead Advisors, LLC | 719 | +477 | $57.8K | +$34.1K | 197.1% |
| Vise Technologies, Inc. | 2,937 | +204 | $236.0K | -$30.9K | 7.5% |
| Rockefeller Capital Management L.P. | 1,357 | +555 | $109.0K | +$30.7K | 69.2% |
| HighTower Advisors, LLC | 4,061 | +419 | $326.3K | -$29.3K | 11.5% |
| MERCER GLOBAL ADVISORS INC /ADV | 3,721 | +951 | $299.0K | +$28.5K | 34.3% |
| QRG CAPITAL MANAGEMENT, INC. | 2,842 | +250 | $228.3K | -$24.8K | 9.6% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1,353 | +3 | $108.7K | -$23.1K | 0.2% |
| Net Worth Advisory Group | 4,024 | +477 | $323.3K | -$23.0K | 13.4% |
| Farther Finance Advisors, LLC | 1,758 | +525 | $141.2K | +$20.8K | 42.6% |
| MOKAN Wealth Management Inc. | 3,426 | +795 | $275.3K | +$18.2K | 30.2% |
| QUADRANT CAPITAL GROUP LLC | 962 | +10 | $77.3K | -$15.7K | 1.1% |
| New Age Alpha Advisors, LLC | 1,322 | +380 | $106.2K | +$14.2K | 40.3% |
| Mizuho Markets Cayman LP | 18,816 | +3,200 | $1.5M | -$13.1K | 20.5% |
| TEACHER RETIREMENT SYSTEM OF TEXAS | 7,519 | +1,462 | $604.1K | +$12.7K | 24.1% |
| Quantinno Capital Management LP | 11,214 | +1,865 | $900.9K | -$11.9K | 19.9% |
| Amundi | 37,274 | +3,256 | $3.0M | +$11.6K | 9.6% |
| CoreCap Advisors, LLC | 151 | +127 | $12.1K | +$9.8K | 529.2% |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 453 | +3 | $36.4K | -$7.5K | 0.7% |
| AE Wealth Management LLC | 3,294 | +646 | $264.6K | +$6.0K | 24.4% |
| FIFTH THIRD BANCORP | 379 | +16 | $30.4K | -$5.0K | 4.4% |
| HARBOUR INVESTMENTS, INC. | 97 | +67 | $7.8K | +$4.9K | 223.3% |
| Lido Advisors, LLC | 3,611 | +93 | $338.7K | -$4.8K | 2.6% |
| US BANCORP \DE\ | 507 | +43 | $40.7K | -$4.6K | 9.3% |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 3,391 | +646 | $272.4K | +$4.4K | 23.5% |
| UMB Bank, n.a. | 255 | +1 | $20.5K | -$4.3K | 0.4% |
| LSV ASSET MANAGEMENT | 429,500 | +114,600 | $34.5K | +$3.8K | 36.4% |
| VSM Wealth Advisory, LLC | 275 | +269 | $22.1K | -$3.6K | 4483.3% |
| Salomon & Ludwin, LLC | 297 | +36 | $26.4K | +$3.3K | 13.8% |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,091,094 | +160,732 | $87.7K | -$3.2K | 17.3% |
| BESSEMER GROUP INC | 37,972 | +37,748 | $3.0K | +$3.0K | 16851.8% |
| Sunbelt Securities, Inc. | 237 | +12 | $19.0K | -$2.9K | 5.3% |
| RICHARDSON FINANCIAL SERVICES INC. | 277 | +75 | $22.3K | +$2.5K | 37.1% |
| Larson Financial Group LLC | 933 | +141 | $75.0K | -$2.4K | 17.8% |
| Smartleaf Asset Management LLC | 1,163 | +206 | $94.8K | +$2.3K | 21.5% |
| Prestige Wealth Management Group LLC | 56 | +28 | $4.7K | +$2.0K | 100.0% |
| Root Financial Partners, LLC | 87 | +35 | $7.0K | +$1.9K | 67.3% |
| CIBC Private Wealth Group LLC | 346 | +43 | $27.8K | -$1.8K | 14.2% |
| JONES FINANCIAL COMPANIES LLLP | 289 | +65 | $23.2K | +$1.4K | 29.0% |
| Global Retirement Partners, LLC | 316 | +70 | $25.4K | +$1.4K | 28.4% |
| ASSETMARK, INC | 135 | +10 | $10.8K | -$1.4K | 8.0% |
| AdvisorNet Financial, Inc | 255 | +53 | $20.5K | +$764 | 26.2% |
| Bare Financial Services, Inc | 25 | +9 | $2.0K | +$447 | 56.3% |
| Vestcor Inc | 10,071 | +5,785 | $809 | +$391 | 135.0% |
| ROTHSCHILD INVESTMENT LLC | 75 | +10 | $6.0K | -$321 | 15.4% |
| State of Alaska, Department of Revenue | 22,568 | +6,758 | $1.8K | +$269 | 42.7% |
| JFS WEALTH ADVISORS, LLC | 10 | +4 | $804 | +$218 | 66.7% |
| Retirement Wealth Solutions LLC | 21 | +2 | $1.7K | -$168 | 10.5% |
| Rialto Wealth Management, LLC | 2 | +1 | $161 | +$63 | 100.0% |
| HANTZ FINANCIAL SERVICES, INC. | 1,513 | +758 | $122 | +$48 | 100.4% |
| CWM, LLC | 2,623 | +143 | $211 | -$31 | 5.8% |