13F QoQ Ownership Changes
AIFU Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 2 new · 5 added · 5 reduced · 3 exited
New Positions(2)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| Allworth Financial LP | 15 | +15 | $79 | +$79 | — |
| SBI Securities Co., Ltd. | 3 | +3 | $8 | +$8 | — |
Added To(5)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| CITADEL ADVISORS LLC | 29,700 | +5,930 | $79.3K | -$42.2K | 24.9% |
| Tower Research Capital LLC (TRC) | 2,462 | +1,942 | $6.6K | +$3.9K | 373.5% |
| SIMPLEX TRADING, LLC | 406 | +121 | $1.1K | +$1.1K | 42.5% |
| UBS Group AG | 184 | +115 | $493 | +$132 | 166.7% |
| BlackRock, Inc. | 53 | +6 | $142 | -$104 | 12.8% |
Reduced(5)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 36,851 | -16,451 | $98.4K | -$174.0K | -30.9% |
| MORGAN STANLEY | 7,649 | -500 | $20.5K | -$22.1K | -6.1% |
| BNP PARIBAS FINANCIAL MARKETS | 4,084 | -100 | $10.9K | -$10.9K | -2.4% |
| CITIGROUP INC | 24 | -263 | $64 | -$1.4K | -91.6% |
| RHUMBLINE ADVISERS | 6 | 0 | $16 | -$14 | 0.0% |
Sold Out(3)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| Invesco Ltd. | 0 | -12,212 | $0 | -$63.9K | — |
| Royal Bank of Canada | 0 | -6,057 | $0 | -$37.0K | — |
| GROUP ONE TRADING LLC | 0 | -170 | $0 | -$869 | — |