New Positions
127 managers initiated
Top five by reported value
Affirm Holdings Inc NASDAQ NMS - GLOBAL MARKET:AFRM
Institutional holders, quarter-over-quarter share deltas, and new and closed positions disclosed in Form 13F. Period 2025-12-31 · prior 2025-09-30.
127 new250 added264 reduced105 exited
Total Institutional Holders
641
as of 2025-12-31
Top Holder
VANGUARD GROUP INC
$1.85B
Largest QoQ Increase
LONE PINE CAPITAL LLC
+3,817,170 sh
Largest QoQ Decrease
SUSQUEHANNA INTERNATIONAL GROUP, LLP
-2,847,934 sh
New Positions(127)
Added To(250)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| NORGES BANK | 3,788,266 | +2,361,855 | $282.0M | +$223.7M | 165.6% |
| FMR LLC | 13,675,838 | +1,435,478 | $1.02B | +$123.4M | 11.7% |
| BlackRock, Inc. | 18,873,925 | +1,163,075 | $1.40B | +$110.5M | 6.6% |
| BARCLAYS PLC | 1,842,360 | +1,345,088 | $127.4M | +$91.0M | 270.5% |
| Atreides Management, LP | 1,384,941 | +1,177,036 | $103.1M | +$87.9M | 566.1% |
| Capital World Investors | 21,710,914 | +507,224 | $1.62B | +$66.4M | 2.4% |
| VANGUARD GROUP INC | 24,847,206 | +428,138 | $1.85B | +$64.8M | 1.8% |
| Neuberger Berman Group LLC | 1,104,068 | +667,729 | $82.2M | +$50.3M | 153.0% |
| WELLINGTON MANAGEMENT GROUP LLP | 1,504,709 | +585,357 | $112.0M | +$44.8M | 63.7% |
| FRANKLIN RESOURCES INC | 1,405,089 | +575,727 | $104.6M | +$44.0M | 69.4% |
| Capital Impact Advisors, LLC | 731,252 | +568,827 | $54.4M | +$42.6M | 350.2% |
| Capital Research Global Investors | 23,145,942 | +104,239 | $1.72B | +$38.8M | 0.5% |
| AMERIPRISE FINANCIAL INC | 649,584 | +500,187 | $48.3M | +$37.4M | 334.8% |
| MORGAN STANLEY | 23,010,300 | +42,534 | $1.71B | +$34.2M | 0.2% |
| Spyglass Capital Management LLC | 1,443,580 | +439,757 | $107.4M | +$34.1M | 43.8% |
| AMERICAN CENTURY COMPANIES INC | 908,435 | +422,922 | $67.6M | +$32.1M | 87.1% |
| GEODE CAPITAL MANAGEMENT, LLC | 5,501,387 | +329,312 | $408.4M | +$31.5M | 6.4% |
| ThornTree Capital Partners LP | 767,754 | +352,155 | $57.1M | +$26.8M | 84.7% |
| Artemis Investment Management LLP | 793,941 | +342,669 | $59.1M | +$26.1M | 75.9% |
| JPMORGAN CHASE & CO | 1,855,883 | +317,475 | $138.1M | +$25.7M | 20.6% |
| AMUNDI | 895,703 | +350,318 | $66.7M | +$25.3M | 64.2% |
| Jericho Capital Asset Management L.P. | 3,601,248 | +251,000 | $268.0M | +$23.2M | 7.5% |
| CAPITAL FUND MANAGEMENT S.A. | 814,980 | +299,039 | $60.7M | +$23.0M | 58.0% |
| STATE STREET CORP | 5,847,566 | +205,601 | $435.2M | +$22.9M | 3.6% |
| MOORE CAPITAL MANAGEMENT, LP | 323,872 | +281,372 | $24.1M | +$21.0M | 662.0% |
| BANK OF MONTREAL /CAN/ | 271,485 | +250,771 | $20.2M | +$18.7M | 1210.6% |
| Steadview Capital Management LLC | 227,705 | +214,405 | $16.9M | +$16.0M | 1612.1% |
| SEI INVESTMENTS CO | 381,596 | +198,556 | $28.4M | +$15.0M | 108.5% |
| PICTON MAHONEY ASSET MANAGEMENT | 185,978 | +52,520 | $13.8M | +$13.8M | 39.4% |
| Voya Investment Management LLC | 197,904 | +169,374 | $14.7M | +$12.6M | 593.7% |
| WESTFIELD CAPITAL MANAGEMENT CO LP | 851,834 | +150,227 | $63.4M | +$12.1M | 21.4% |
| D. E. Shaw & Co., Inc. | 1,819,140 | +129,372 | $135.4M | +$11.9M | 7.7% |
| ALLIANCEBERNSTEIN L.P. | 1,284,313 | +117,943 | $95.6M | +$10.4M | 10.1% |
| Legal & General Group Plc | 605,521 | +122,584 | $45.1M | +$9.8M | 25.4% |
| CITIGROUP INC | 938,081 | +113,102 | $69.8M | +$9.5M | 13.7% |
| UBS ASSET MANAGEMENT AMERICAS INC | 1,049,886 | +109,755 | $78.1M | +$9.4M | 11.7% |
| Parallax Volatility Advisers, L.P. | 1,241,871 | +88,288 | $92.4M | +$8.1M | 7.7% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1,396,929 | +85,348 | $104.0M | +$8.1M | 6.5% |
| Flat Footed LLC | 254,000 | +105,000 | $18.9M | +$8.0M | 70.5% |
| DIMENSIONAL FUND ADVISORS LP | 1,408,408 | +77,690 | $104.9M | +$7.5M | 5.8% |
| Trexquant Investment LP | 235,524 | +98,363 | $17.5M | +$7.5M | 71.7% |
| Pacific Heights Asset Management LLC | 525,000 | +85,000 | $39.1M | +$6.9M | 19.3% |
| a16z Perennial Management, L.P. | 103,220 | +89,960 | $7.7M | +$6.7M | 678.4% |
| ZACKS INVESTMENT MANAGEMENT | 138,574 | +85,854 | $10.3M | +$6.5M | 162.8% |
| Point72 Asset Management, L.P. | 184,300 | +78,300 | $13.7M | +$6.0M | 73.9% |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 139,083 | +74,081 | $10.4M | +$5.6M | 114.0% |
| Walleye Trading LLC | 1,069,300 | +40,400 | $79.6M | +$4.4M | 3.9% |
| IFM Investors Pty Ltd | 50,811 | +132 | $3.8K | -$3.8M | 0.3% |
| NORTHERN TRUST CORP | 1,647,608 | +17,673 | $122.6M | +$3.5M | 1.1% |
| DARK FOREST CAPITAL MANAGEMENT LP | 60,668 | +45,792 | $4.5M | +$3.4M | 307.8% |
| Korea Investment CORP | 140,254 | +42,836 | $10.4M | +$3.3M | 44.0% |
| MANE GLOBAL CAPITAL MANAGEMENT LP | 535,577 | +35,264 | $39.9M | +$3.3M | 7.0% |
| Jain Global LLC | 108,366 | +42,115 | $8.1M | +$3.2M | 63.6% |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 411,681 | +37,923 | $30.5M | +$3.2M | 10.1% |
| Squarepoint Ops LLC | 236,008 | +37,685 | $17.6M | +$3.1M | 19.0% |
| Dilation Capital Management LP | 215,688 | +36,285 | $16.1M | +$2.9M | 20.2% |
| DEUTSCHE BANK AG\ | 408,584 | +32,160 | $30.4M | +$2.9M | 8.5% |
| Alphadyne Asset Management LP | 40,800 | +35,600 | $3.0M | +$2.7M | 684.6% |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 494,911 | +25,640 | $36.8M | +$2.5M | 5.5% |
| Quantinno Capital Management LP | 590,954 | +22,365 | $44.0M | +$2.4M | 3.9% |
| CARLSON CAPITAL L P | 60,000 | +30,000 | $4.5M | +$2.3M | 100.0% |
| Bank of New York Mellon Corp | 1,047,132 | +10,792 | $77.9M | +$2.2M | 1.0% |
| RAYMOND JAMES FINANCIAL INC | 176,696 | +26,001 | $13.2M | +$2.1M | 17.3% |
| Paloma Partners Management Co | 110,002 | +24,915 | $8.2M | +$2.0M | 29.3% |
| Centiva Capital, LP | 54,900 | +24,000 | $4.1M | +$1.8M | 77.7% |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 41,500 | +24,055 | $3.1M | +$1.8M | 137.9% |
| DANSKE BANK A/S | 113,900 | +21,900 | $8.5M | +$1.8M | 23.8% |
| BlueCrest Capital Management Ltd | 67,100 | +22,100 | $5.0M | +$1.7M | 49.1% |
| SBI Securities Co., Ltd. | 48,504 | +22,054 | $3.6M | +$1.7M | 83.4% |
| Clear Street Group Inc. | 63,478 | +18,908 | $4.7M | +$1.5M | 42.4% |
| MAVERICK CAPITAL LTD | 66,024 | +17,914 | $4.9M | +$1.4M | 37.2% |
| Vontobel Holding Ltd. | 32,130 | +17,913 | $2.4M | +$1.4M | 126.0% |
| Capula Management Ltd | 35,141 | +17,217 | $2.6M | +$1.3M | 96.0% |
| Polar Capital Holdings Plc | 411,776 | +10,195 | $30.6M | +$1.3M | 2.5% |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 75,555 | +14,847 | $5.7M | +$1.2M | 24.4% |
| Walleye Capital LLC | 334,590 | +10,605 | $24.9M | +$1.2M | 3.3% |
| TRUIST FINANCIAL CORP | 59,825 | +15,469 | $4.5M | +$1.2M | 34.9% |
| Maytus Capital Management, LLC | 85,000 | +14,000 | $6.3M | +$1.1M | 19.7% |
| AVIVA PLC | 196,808 | +11,435 | $14.6M | +$1.1M | 6.2% |
| PRELUDE CAPITAL MANAGEMENT, LLC | 18,400 | +14,206 | $1.4M | +$1.1M | 338.7% |
| LAIRD NORTON TRUST COMPANY, LLC | 26,714 | +13,993 | $2.0M | +$1.1M | 110.0% |
| VICTORY CAPITAL MANAGEMENT INC | 95,986 | +12,626 | $7.1M | +$1.1M | 15.1% |
| Element Squared LLC | 33,664 | +13,678 | $2.5M | +$1.0M | 68.4% |
| STRS OHIO | 24,884 | +11,468 | $1.9M | +$871.7K | 85.5% |
| Pictet Asset Management Holding SA | 106,793 | +9,766 | $7.9M | +$857.9K | 10.1% |
| Investment Management Corp of Ontario | 23,883 | +11,270 | $1.8M | +$855.9K | 89.3% |
| Financiere des Professionnels - Fonds d,investissement inc. | 20,486 | +11,263 | $1.5M | +$850.8K | 122.1% |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 17,623 | +10,344 | $1.3M | +$813.5K | 142.1% |
| NEW YORK STATE COMMON RETIREMENT FUND | 143,415 | +8,400 | $10.7M | +$807.5K | 6.2% |
| Ensign Peak Advisors, Inc | 77,180 | +9,256 | $5.7M | +$780.6K | 13.6% |
| ALLSTATE CORP | 19,740 | +10,268 | $1.5M | +$777.0K | 108.4% |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 47,934 | +9,455 | $3.6M | +$755.7K | 24.6% |
| Mitsubishi UFJ Trust & Banking Corp | 116,451 | +8,061 | $8.7M | +$746.3K | 7.4% |
| Elyxium Wealth, LLC | 123,827 | +7,828 | $9.2M | +$739.2K | 6.7% |
| ASSETMARK, INC | 10,059 | +9,721 | $748.7K | +$724.0K | 2876.0% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28,722 | +9,325 | $2.1M | +$720.2K | 48.1% |
| NZS Capital, LLC | 360,091 | +3,165 | $26.8M | +$717.4K | 0.9% |
| Russell Investments Group, Ltd. | 97,531 | +7,701 | $7.3M | +$696.3K | 8.6% |
| Diversify Advisory Services, LLC | 221,156 | +1,323 | $16.5M | +$688.1K | 0.6% |
| Schonfeld Strategic Advisors LLC | 383,433 | +675 | $28.5M | +$567.0K | 0.2% |
| TORONTO DOMINION BANK | 48,936 | +6,703 | $3.6M | +$555.9K | 15.9% |
| EVERGREEN CAPITAL MANAGEMENT LLC | 10,076 | +7,293 | $750.0K | +$546.6K | 262.1% |
| JONES FINANCIAL COMPANIES LLLP | 18,373 | +7,306 | $1.4M | +$526.1K | 66.0% |
| ENVESTNET ASSET MANAGEMENT INC | 237,176 | +2,024 | $17.7M | +$468.1K | 0.9% |
| Silvant Capital Management LLC | 35,570 | +5,709 | $2.6M | +$465.2K | 19.1% |
| Baird Financial Group, Inc. | 51,794 | +5,338 | $3.9M | +$460.0K | 11.5% |
| Neo Ivy Capital Management | 48,042 | +5,192 | $3.6M | +$444.3K | 12.1% |
| Allspring Global Investments Holdings, LLC | 1,274,227 | +12,616 | $94.3M | +$441.9K | 1.0% |
| Tower Research Capital LLC (TRC) | 6,073 | +5,805 | $452.0K | +$432.4K | 2166.0% |
| Rockefeller Capital Management L.P. | 15,503 | +5,385 | $1.2M | +$414.5K | 53.2% |
| OPPENHEIMER ASSET MANAGEMENT INC. | 17,435 | +5,266 | $1.3M | +$408.4K | 43.3% |
| NORDEA INVESTMENT MANAGEMENT AB | 27,470 | +4,107 | $2.1M | +$401.5K | 17.6% |
| MML INVESTORS SERVICES, LLC | 24,230 | +4,831 | $1.8M | +$385.8K | 24.9% |
| Belpointe Asset Management LLC | 29,693 | +4,683 | $2.2M | +$382.3K | 18.7% |
| BANK OF NOVA SCOTIA | 15,443 | +4,832 | $1.1M | +$374.0K | 45.5% |
| Fortis Capital Advisors, LLC | 12,210 | +4,848 | $908.8K | +$370.8K | 65.8% |
| Nicholas Investment Partners, LP | 8,495 | +4,768 | $632.3K | +$359.9K | 127.9% |
| Creative Planning | 32,645 | +4,312 | $2.4M | +$359.2K | 15.2% |
| CIBC Asset Management Inc | 12,257 | +4,160 | $912.3K | +$320.6K | 51.4% |
| Integris Wealth Management, LLC | 25,857 | +3,597 | $1.9M | +$297.8K | 16.1% |
| Asset Management One Co., Ltd. | 101,420 | +426 | $7.7M | +$276.0K | 0.4% |
| TD Asset Management Inc | 47,016 | +2,547 | $3.5M | +$249.6K | 5.7% |
| Ambassador Advisors, LLC | 75,311 | +1,953 | $5.6M | +$244.4K | 2.7% |
| M&T Bank Corp | 21,951 | +2,863 | $1.6M | +$238.5K | 15.0% |
| NISA INVESTMENT ADVISORS, LLC | 40,192 | +2,474 | $3.0M | +$235.1K | 6.5% |
| LAZARD ASSET MANAGEMENT LLC | 12,353 | +2,955 | $919.4K | +$232.6K | 31.4% |
| XPONANCE, INC. | 47,223 | +2,262 | $3.5M | +$229.1K | 5.0% |
| CSS LLC/IL | 29,040 | +2,500 | $2.2M | +$221.9K | 9.4% |
| Empowered Funds, LLC | 13,308 | +2,720 | $990.5K | +$216.7K | 25.7% |
| Sequoia Financial Advisors, LLC | 13,507 | +2,595 | $1.0M | +$207.9K | 23.8% |
| Farther Finance Advisors, LLC | 4,015 | +2,544 | $298.8K | +$191.3K | 172.9% |
| Atria Investments, Inc | 7,088 | +2,299 | $527.6K | +$177.6K | 48.0% |
| PNC Financial Services Group, Inc. | 10,186 | +2,219 | $758.1K | +$175.9K | 27.9% |
| CI Private Wealth, LLC | 39,918 | +22,886 | $1.4M | +$174.2K | 134.4% |
| Steward Partners Investment Advisory, LLC | 6,039 | +2,236 | $449.5K | +$171.6K | 58.8% |
| US BANCORP \DE\ | 22,192 | +1,894 | $1.7M | +$168.4K | 9.3% |
| NATIONAL BANK OF CANADA /FI/ | 5,728 | +2,147 | $425.9K | +$164.3K | 60.0% |
| AlphaQuest LLC | 4,996 | +2,147 | $371.9K | +$163.6K | 75.3% |
| RFG Advisory, LLC | 15,815 | +1,888 | $1.2M | +$159.3K | 13.6% |
| Blueshift Asset Management, LLC | 27,859 | +1,557 | $2.1M | +$151.4K | 5.9% |
| Bayforest Capital Ltd | 3,662 | +1,837 | $272.6K | +$139.2K | 100.7% |
| Wedmont Private Capital | 10,093 | +952 | $838.2K | +$137.6K | 10.4% |
| GraniteShares Advisors LLC | 7,905 | +1,603 | $588.4K | +$127.8K | 25.4% |
| J.Safra Asset Management Corp | 9,139 | +1,493 | $680.2K | +$121.4K | 19.5% |
| Geneos Wealth Management Inc. | 8,256 | +1,500 | $614.5K | +$120.8K | 22.2% |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 21,419 | +2,850 | $1.5M | +$118.7K | 15.3% |
| Transamerica Financial Advisors, Inc. | 1,606 | +1,579 | $119.6K | +$117.6K | 5848.1% |
| JENNISON ASSOCIATES LLC | 8,151 | +1,414 | $606.7K | +$114.3K | 21.0% |
| Pensionmark Financial Group, LLC | 20,588 | +1,224 | $1.5M | +$113.2K | 6.3% |
| STIFEL FINANCIAL CORP | 11,870 | +1,317 | $883.5K | +$112.3K | 12.5% |
| Global Retirement Partners, LLC | 2,618 | +1,420 | $194.9K | +$107.3K | 118.5% |
| ROYAL LONDON ASSET MANAGEMENT LTD | 11,029 | +1,263 | $820.9K | +$107.2K | 12.9% |
| White Lighthouse Investment Management Inc. | 7,111 | +1,276 | $529.3K | +$102.8K | 21.9% |
| Summit Trail Advisors, LLC | 20,400 | +997 | $1.5M | +$100.4K | 5.1% |
| Vanguard Personalized Indexing Management, LLC | 35,887 | +687 | $2.7M | +$98.7K | 1.9% |
| NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV | 34,321 | +671 | $2.6M | +$95.4K | 2.0% |
| ARDSLEY ADVISORY PARTNERS LP | 21,000 | +1,000 | $1.6M | +$94.7K | 5.0% |
| Brinker Capital Investments, LLC | 10,661 | +1,077 | $793.5K | +$93.1K | 11.2% |
| Aspire Capital Advisors LLC | 7,107 | +1,126 | $529.0K | +$91.9K | 18.8% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 1,697,500 | +1,029,646 | $126.3K | +$77.5K | 154.2% |
| Forum Financial Management, LP | 5,438 | +917 | $404.8K | +$74.4K | 20.3% |
| Apollon Wealth Management, LLC | 7,211 | +876 | $536.7K | +$73.8K | 13.8% |
| Kera Capital Partners, Inc. | 6,785 | +195 | $409.1K | -$72.5K | 3.0% |
| MYECFO, LLC | 13,274 | +729 | $988.0K | +$71.2K | 5.8% |
| Sterling Capital Management LLC | 7,774 | +808 | $578.6K | +$69.5K | 11.6% |
| Wealthfront Advisers LLC | 5,976 | +823 | $444.8K | +$68.2K | 16.0% |
| UNITED CAPITAL FINANCIAL ADVISERS, LLC | 8,320 | +759 | $619.3K | +$66.7K | 10.0% |
| Vident Advisory, LLC | 15,874 | +572 | $1.2M | +$63.2K | 3.7% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 7,549 | +704 | $561.8K | +$61.6K | 10.3% |
| Smartleaf Asset Management LLC | 2,416 | +816 | $183.3K | +$60.8K | 51.0% |
| HighVista Strategies LLC | 13,086 | +586 | $974.0K | +$60.5K | 4.7% |
| MERCER GLOBAL ADVISORS INC /ADV | 32,616 | +688 | $2.4M | +$60.0K | 2.1% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 14,121 | +455 | $1.1M | +$52.3K | 3.3% |
| NORDEN GROUP LLC | 3,444 | +642 | $256.3K | +$51.6K | 22.9% |
| SIGNATUREFD, LLC | 5,633 | +590 | $419.3K | +$50.7K | 11.7% |
| Brooklyn Investment Group | 3,591 | +566 | $271.2K | +$50.1K | 18.7% |
| Utah Retirement Systems | 14,580 | +397 | $1.1M | +$48.7K | 2.8% |
| QRG CAPITAL MANAGEMENT, INC. | 9,344 | +474 | $695.5K | +$47.3K | 5.3% |
| Meeder Advisory Services, Inc. | 6,448 | +520 | $479.9K | +$46.7K | 8.8% |
| LORD, ABBETT & CO. LLC | 2,159,982 | +577,695 | $160.8K | +$45.1K | 36.5% |
| GAMMA Investing LLC | 5,340 | +490 | $397.5K | +$43.0K | 10.1% |
| Northwest & Ethical Investments L.P. | 8,425 | +635 | $639.1K | +$42.7K | 8.2% |
| MetLife Investment Management, LLC | 12,380 | +351 | $921.4K | +$42.4K | 2.9% |
| Lido Advisors, LLC | 4,295 | +560 | $315.0K | +$41.9K | 15.0% |
| Advisory Services Network, LLC | 3,116 | +455 | $232.0K | +$37.5K | 17.1% |
| Rakuten Securities, Inc. | 16,622 | +206 | $1.2M | +$37.5K | 1.3% |
| Advisors Asset Management, Inc. | 3,181 | +452 | $236.8K | +$37.3K | 16.6% |
| Bogart Wealth, LLC | 521 | +500 | $38.8K | +$37.2K | 2380.9% |
| Vise Technologies, Inc. | 4,596 | +383 | $342.1K | +$34.2K | 9.1% |
| Ethic Inc. | 3,564 | +399 | $265.3K | +$34.0K | 12.6% |
| TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA | 600 | +400 | $44.7K | +$30.0K | 200.0% |
| MGO ONE SEVEN LLC | 17,479 | +87 | $1.3M | +$30.0K | 0.5% |
| Huntleigh Advisors, Inc. | 6,183 | +294 | $460.2K | +$29.8K | 5.0% |
| Cravens & Co Advisors, LLC | 8,695 | +42 | $660.6K | +$28.2K | 0.5% |
| CoreCap Advisors, LLC | 441 | +358 | $32.8K | +$26.8K | 431.3% |
| MISSION WEALTH MANAGEMENT, LP | 19,521 | +2 | $1.5M | +$26.5K | 0.0% |
| Dynamic Technology Lab Private Ltd | 16,640 | +48 | $1.2M | +$26.0K | 0.3% |
| TD Waterhouse Canada Inc. | 8,902 | +357 | $662.5K | +$25.7K | 4.2% |
| Mirae Asset Global Investments Co., Ltd. | 5,008 | +253 | $372.7K | +$25.3K | 5.3% |
| CHOREO, LLC | 5,587 | +124 | $423.8K | +$24.5K | 2.3% |
| SG Americas Securities, LLC | 475,141 | +260,792 | $35.4K | +$19.7K | 121.7% |
| Callan Family Office, LLC | 4,637 | +182 | $345.1K | +$19.6K | 4.1% |
| YOUSIF CAPITAL MANAGEMENT, LLC | 3,608 | +365 | $256.5K | +$19.5K | 11.3% |
| Kestra Advisory Services, LLC | 3,441 | +173 | $256.1K | +$17.3K | 5.3% |
| UMB Bank, n.a. | 783 | +210 | $58.3K | +$16.4K | 36.6% |
| FIFTH THIRD BANCORP | 522 | +203 | $38.9K | +$15.5K | 63.6% |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 5,013 | +104 | $373.1K | +$14.4K | 2.1% |
| Biltmore Family Office, LLC | 6,380 | +53 | $474.9K | +$12.5K | 0.8% |
| Root Financial Partners, LLC | 434 | +157 | $32.3K | +$12.1K | 56.7% |
| VESTOR CAPITAL, LLC | 769,364 | +608,529 | $55 | -$11.7K | 378.4% |
| HARBOUR INVESTMENTS, INC. | 502 | +147 | $37.4K | +$11.4K | 41.4% |
| Gillson Capital LP | 265,072 | +142,972 | $19.7K | +$10.8K | 117.1% |
| Diversified Trust Co | 4,701 | +46 | $349.9K | +$9.7K | 1.0% |
| Rialto Wealth Management, LLC | 132 | +125 | $9.8K | +$9.3K | 1785.7% |
| COMMERCE BANK | 4,298 | +29 | $319.9K | +$7.9K | 0.7% |
| RITHOLTZ WEALTH MANAGEMENT | 4,121 | +12 | $306.7K | +$6.4K | 0.3% |
| Blume Capital Management, Inc. | 530 | +75 | $39.4K | +$6.2K | 16.5% |
| Aspect Partners, LLC | 172 | +77 | $12.8K | +$5.9K | 81.0% |
| Salomon & Ludwin, LLC | 153 | +66 | $12.4K | +$5.9K | 75.9% |
| Clearstead Advisors, LLC | 109 | +76 | $8.1K | +$5.7K | 230.3% |
| Freestone Capital Holdings, LLC | 2,878 | +21 | $214.2K | +$5.4K | 0.7% |
| Spire Wealth Management | 2,681 | +23 | $199.6K | +$5.3K | 0.9% |
| MAI Capital Management | 3,362 | +2 | $250.3K | +$4.7K | 0.1% |
| LEIGH BALDWIN & CO., LLC | 2,903 | +9 | $216.0K | +$4.5K | 0.3% |
| MASSMUTUAL TRUST CO FSB/ADV | 239 | +53 | $17.8K | +$4.2K | 28.5% |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 61,236 | +50,065 | $4.6K | +$3.7K | 448.2% |
| JFS WEALTH ADVISORS, LLC | 134 | +48 | $10.0K | +$3.7K | 55.8% |
| CVA Family Office, LLC | 90 | +48 | $6.7K | +$3.6K | 114.3% |
| Parkside Financial Bank & Trust | 58 | +47 | $4.3K | +$3.5K | 427.3% |
| SJS Investment Consulting Inc. | 35 | +22 | $2.6K | +$1.7K | 169.2% |
| Copia Wealth Management | 415 | +13 | $30.9K | +$1.5K | 3.2% |
| Beaird Harris Wealth Management, LLC | 19 | +18 | $1.4K | +$1.3K | 1800.0% |
| Fortitude Family Office, LLC | 250 | +13 | $18.6K | +$1.3K | 5.5% |
| Dogwood Wealth Management LLC | 24 | +17 | $1.8K | +$1.3K | 242.8% |
| Retirement Wealth Solutions LLC | 43 | +9 | $3.2K | +$716 | 26.5% |
| Bay Harbor Wealth Management, LLC | 17 | +9 | $1.3K | +$681 | 112.5% |
| Bell Investment Advisors, Inc | 95 | +7 | $7.1K | +$639 | 8.0% |
| ROTHSCHILD INVESTMENT LLC | 36 | +8 | $2.7K | +$633 | 28.6% |
| Handelsbanken Fonder AB | 72,200 | +5,000 | $5.4K | +$463 | 7.4% |
| HFM Investment Advisors, LLC | 10 | +3 | $745 | +$233 | 42.9% |
| Cambridge Investment Research Advisors, Inc. | 11,321 | +2,879 | $843 | +$226 | 34.1% |
| AMALGAMATED BANK | 20,794 | +2,474 | $1.5K | +$209 | 13.5% |
| DiNuzzo Private Wealth, Inc. | 29 | +3 | $2.2K | -$141 | 11.5% |
| Quaker Wealth Management, LLC | 6 | +1 | $447 | +$81 | 20.0% |
| Seneschal Advisors, LLC | 5 | +1 | $373 | +$80 | 25.0% |
| MOUNT VERNON ASSOCIATES INC /MD/ | 42,925 | +200 | $3.2K | +$73 | 0.5% |
| F&V Capital Management, LLC | 12,476 | +511 | $929 | +$55 | 4.3% |
| Thrivent Financial for Lutherans | 24,701 | +24 | $1.9K | +$54 | 0.1% |
| Vestcor Inc | 5,506 | +165 | $410 | +$20 | 3.1% |
| VALLEY NATIONAL ADVISERS INC | 983 | +6 | $73 | +$2 | 0.6% |
Reduced(264)
Sold Out(105)
Top Holders by reported value
Ranked by the dollar value reported on the latest Form 13F. Share counts reflect long positions as of 2025-12-31.
| Manager | Shares | $ Value | Δ Shares | QoQ % |
|---|---|---|---|---|
| VANGUARD GROUP INC | 24,847,206 | $1.85B | +428,138 | 1.8% |
| Capital Research Global Investors | 23,145,942 | $1.72B | +104,239 | 0.5% |
| MORGAN STANLEY | 23,010,300 | $1.71B | +42,534 | 0.2% |
| Capital World Investors | 21,710,914 | $1.62B | +507,224 | 2.4% |
| BlackRock, Inc. | 18,873,925 | $1.40B | +1,163,075 | 6.6% |
| FMR LLC | 13,675,838 | $1.02B | +1,435,478 | 11.7% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 9,580,712 | $713.1M | -2,847,934 | -22.9% |
| STATE STREET CORP | 5,847,566 | $435.2M | +205,601 | 3.6% |
| GEODE CAPITAL MANAGEMENT, LLC | 5,501,387 | $408.4M | +329,312 | 6.4% |
| BAILLIE GIFFORD & CO | 5,482,943 | $408.1M | -412,419 | -7.0% |
| CITADEL ADVISORS LLC | 4,852,282 | $361.2M | -2,254,175 | -31.7% |
| MARSHALL WACE, LLP | 4,334,052 | $322.6M | -132,972 | -3.0% |
| Invesco Ltd. | 4,071,571 | $303.0M | -262,120 | -6.0% |
| LONE PINE CAPITAL LLC | 3,817,170 | $284.1M | +3,817,170 | — |
| NORGES BANK | 3,788,266 | $282.0M | +2,361,855 | 165.6% |
| JANE STREET GROUP, LLC | 3,690,375 | $274.7M | -941,751 | -20.3% |
| Durable Capital Partners LP | 3,681,173 | $274.0M | -2,587,342 | -41.3% |
| Jericho Capital Asset Management L.P. | 3,601,248 | $268.0M | +251,000 | 7.5% |
| BANK OF AMERICA CORP /DE/ | 2,153,730 | $160.3M | -111,387 | -4.9% |
| UBS Group AG | 2,086,454 | $155.3M | -327,449 | -13.6% |
New & Closed Positions this quarter
Closed Positions
105 managers exited
Top five by prior-quarter value
Methodology
Form 13F is the SEC's quarterly disclosure for institutional investment managers exercising discretion over $100 million or more in qualifying U.S. equity securities. Managers must file within 45 days of each calendar quarter end, which is why holdings shown here reflect a snapshot at the period date — not real-time positioning.
Quarter-over-quarter deltas compare each manager's most recently reported share count for AFRM against its prior-quarter count. New positions are entries where the prior count was zero; closed positions are entries where the current count is zero. Amendments (13F-HR/A) replace prior filings for the same period.
Source: SEC EDGAR Form 13F (XML information tables). Dollar values are as reported by the manager and may use mid-quarter pricing conventions. CUSIP-to-ticker resolution is best-effort.