13F QoQ Ownership Changes
AIZN Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 89 new · 211 added · 257 reduced · 65 exited
New Positions(89)
Added To(211)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| VANGUARD GROUP INC | 6,646,106 | +8,601 | $1.60B | +$163.0M | 0.1% |
| Bank of New York Mellon Corp | 5,040,347 | +29,974 | $1.21B | +$128.7M | 0.6% |
| FMR LLC | 1,322,968 | +319,407 | $318.6M | +$101.3M | 31.8% |
| BlackRock, Inc. | 3,975,690 | +11,217 | $957.5M | +$98.8M | 0.3% |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | 240,240 | +209,300 | $57.9M | +$51.2M | 676.5% |
| MILLENNIUM MANAGEMENT LLC | 322,235 | +177,642 | $77.6M | +$46.3M | 122.8% |
| Voya Investment Management LLC | 567,979 | +115,686 | $136.5M | +$38.6M | 25.6% |
| DIMENSIONAL FUND ADVISORS LP | 919,639 | +57,139 | $221.5M | +$34.7M | 6.6% |
| PRUDENTIAL FINANCIAL INC | 175,325 | +137,959 | $42.2M | +$34.1M | 369.2% |
| GEODE CAPITAL MANAGEMENT, LLC | 1,372,744 | +2,625 | $330.1M | +$33.8M | 0.2% |
| FULLER & THALER ASSET MANAGEMENT, INC. | 697,555 | +49,698 | $168.0M | +$27.7M | 7.7% |
| Rockefeller Capital Management L.P. | 101,660 | +101,449 | $24.5M | +$24.4M | 48080.1% |
| MORGAN STANLEY | 640,431 | +31,432 | $154.2M | +$22.3M | 5.2% |
| BARCLAYS PLC | 288,071 | +101,561 | $56.9M | +$16.5M | 54.5% |
| DEUTSCHE BANK AG\ | 391,953 | +30,794 | $94.4M | +$16.2M | 8.5% |
| BNP PARIBAS FINANCIAL MARKETS | 117,873 | +60,227 | $28.4M | +$15.9M | 104.5% |
| WELLINGTON MANAGEMENT GROUP LLP | 418,146 | +21,945 | $100.7M | +$14.9M | 5.5% |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 443,875 | +15,198 | $106.9M | +$14.1M | 3.5% |
| FIRST MANHATTAN CO. LLC. | 414,642 | +14,192 | $99.9M | +$13.1M | 3.5% |
| FIL Ltd | 499,546 | +187 | $120.3M | +$12.2M | 0.0% |
| BANK OF AMERICA CORP /DE/ | 356,750 | +11,436 | $85.9M | +$11.1M | 3.3% |
| AMERICAN CENTURY COMPANIES INC | 161,768 | +31,342 | $39.0M | +$10.7M | 24.0% |
| Robeco Institutional Asset Management B.V. | 185,949 | +26,678 | $44.8M | +$10.3M | 16.8% |
| JUPITER ASSET MANAGEMENT LTD | 349,361 | +5,462 | $84.1M | +$9.7M | 1.6% |
| GOLDMAN SACHS GROUP INC | 213,534 | +18,446 | $51.4M | +$9.2M | 9.4% |
| Clark Capital Management Group, Inc. | 312,674 | +1,872 | $75.3M | +$8.0M | 0.6% |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 28,979 | +26,981 | $7.0M | +$6.5M | 1350.4% |
| DEPRINCE RACE & ZOLLO INC | 120,815 | +14,864 | $29.1M | +$6.1M | 14.0% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 95,068 | +14,576 | $22.9M | +$5.5M | 18.1% |
| Hillsdale Investment Management Inc. | 20,680 | +16,500 | $5.0M | +$4.1M | 394.7% |
| SEI INVESTMENTS CO | 61,808 | +11,409 | $14.9M | +$4.0M | 22.6% |
| Cerity Partners LLC | 33,945 | +13,576 | $8.2M | +$3.8M | 66.7% |
| Gotham Asset Management, LLC | 79,600 | +6,612 | $19.2M | +$3.4M | 9.1% |
| ENVESTNET ASSET MANAGEMENT INC | 119,319 | +1,477 | $28.7M | +$3.2M | 1.3% |
| AMERIPRISE FINANCIAL INC | 68,709 | +6,847 | $16.5M | +$3.1M | 11.1% |
| RAYMOND JAMES FINANCIAL INC | 49,707 | +8,696 | $12.0M | +$3.1M | 21.2% |
| Quantinno Capital Management LP | 40,723 | +9,398 | $9.8M | +$3.0M | 30.0% |
| STRS OHIO | 12,994 | +11,782 | $3.1M | +$2.9M | 972.1% |
| Allianz Asset Management GmbH | 52,903 | +6,753 | $12.7M | +$2.7M | 14.6% |
| Swiss National Bank | 99,500 | +1,200 | $24.0M | +$2.7M | 1.2% |
| ALLIANCEBERNSTEIN L.P. | 70,641 | +4,084 | $17.0M | +$2.6M | 6.1% |
| VALLEY WEALTH MANAGERS, INC. | 96,805 | +908 | $23.3M | +$2.5M | 0.9% |
| LPL Financial LLC | 42,356 | +6,172 | $10.2M | +$2.4M | 17.1% |
| Shay Capital LLC | 34,800 | +6,800 | $8.4M | +$2.3M | 24.3% |
| Schonfeld Strategic Advisors LLC | 71,562 | +2,558 | $17.2M | +$2.3M | 3.7% |
| New Age Alpha Advisors, LLC | 9,501 | +9,474 | $2.3M | +$2.3M | 35088.9% |
| BANK OF MONTREAL /CAN/ | 47,189 | +5,019 | $11.4M | +$2.2M | 11.9% |
| MUFG Securities EMEA plc | 10,080 | +9,114 | $2.4M | +$2.2M | 943.5% |
| Creative Planning | 14,762 | +8,539 | $3.6M | +$2.2M | 137.2% |
| Man Group plc | 52,927 | +3,986 | $12.7M | +$2.1M | 8.1% |
| State of Tennessee, Department of Treasury | 18,924 | +7,781 | $4.5M | +$2.1M | 69.8% |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 77,049 | +917 | $18.6M | +$2.1M | 1.2% |
| Sumitomo Mitsui Trust Group, Inc. | 11,997 | +7,983 | $2.9M | +$2.0M | 198.9% |
| ZACKS INVESTMENT MANAGEMENT | 69,822 | +1,095 | $16.8M | +$1.9M | 1.6% |
| CANADA PENSION PLAN INVESTMENT BOARD | 39,767 | +2,221 | $9.6M | +$1.4M | 5.9% |
| CIBC Asset Management Inc | 11,732 | +5,212 | $2.8M | +$1.4M | 79.9% |
| Vest Financial, LLC | 27,711 | +3,049 | $6.7M | +$1.3M | 12.4% |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 8,140 | +4,840 | $2.0M | +$1.2M | 146.7% |
| Mitsubishi UFJ Asset Management Co., Ltd. | 56,517 | +6 | $13.4M | +$1.2M | 0.0% |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | 21,996 | +2,880 | $5.3M | +$1.2M | 15.1% |
| Mariner, LLC | 9,710 | +4,241 | $2.3M | +$1.2M | 77.5% |
| Engineers Gate Manager LP | 11,789 | +3,610 | $2.8M | +$1.1M | 44.1% |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 16,606 | +2,737 | $4.0M | +$995.5K | 19.7% |
| Vanguard Personalized Indexing Management, LLC | 15,225 | +2,816 | $3.7M | +$979.2K | 22.7% |
| GLOBEFLEX CAPITAL L P | 25,518 | +1,642 | $6.1M | +$974.5K | 6.9% |
| NATIXIS | 12,134 | +3,120 | $2.9M | +$970.0K | 34.6% |
| CREDIT AGRICOLE S A | 14,969 | +2,117 | $3.6M | +$821.5K | 16.5% |
| RBF Capital, LLC | 6,000 | +3,000 | $1.4M | +$795.3K | 100.0% |
| NISSAY ASSET MANAGEMENT CORP /JAPAN | 8,532 | +2,706 | $2.1M | +$793.0K | 46.4% |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 12,790 | +1,908 | $3.1M | +$723.4K | 17.5% |
| MERCER GLOBAL ADVISORS INC /ADV | 21,799 | +872 | $5.3M | +$717.5K | 4.2% |
| Annex Advisory Services, LLC | 9,818 | +2,192 | $2.4M | +$712.8K | 28.7% |
| WBI INVESTMENTS, LLC | 5,182 | +2,672 | $1.2M | +$704.4K | 106.5% |
| NISA INVESTMENT ADVISORS, LLC | 28,228 | +40 | $6.8M | +$693.2K | 0.1% |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 11,260 | +1,818 | $2.7M | +$666.8K | 19.3% |
| Meiji Yasuda Asset Management Co Ltd. | 21,754 | +614 | $5.2M | +$660.5K | 2.9% |
| Mirae Asset Global Investments Co., Ltd. | 13,918 | +1,379 | $3.4M | +$636.2K | 11.0% |
| Empower Advisory Group, LLC | 4,774 | +2,354 | $1.1M | +$625.6K | 97.3% |
| Versor Investments LP | 4,000 | +2,423 | $963.4K | +$621.8K | 153.6% |
| DEAN INVESTMENT ASSOCIATES, LLC | 21,676 | +395 | $5.2M | +$611.2K | 1.9% |
| Tidal Investments LLC | 10,839 | +1,540 | $2.6M | +$596.5K | 16.6% |
| State of Wyoming | 2,435 | +2,330 | $586.5K | +$563.7K | 2219.0% |
| Cetera Investment Advisers | 18,844 | +421 | $4.5M | +$548.1K | 2.3% |
| GHP Investment Advisors, Inc. | 18,751 | +422 | $4.5M | +$546.0K | 2.3% |
| MML INVESTORS SERVICES, LLC | 9,483 | +1,235 | $2.3M | +$497.5K | 15.0% |
| Sequoia Financial Advisors, LLC | 3,945 | +1,739 | $950.2K | +$472.3K | 78.8% |
| Focus Partners Wealth | 3,458 | +1,465 | $833.0K | +$451.5K | 73.5% |
| TOBIAS FINANCIAL ADVISORS, INC. | 2,958 | +1,732 | $712.4K | +$446.9K | 141.3% |
| COMMONWEALTH EQUITY SERVICES, LLC | 1,812 | +237 | $436.4K | +$436.1K | 15.0% |
| MACKENZIE FINANCIAL CORP | 10,150 | +824 | $2.5M | +$432.8K | 8.8% |
| LEUTHOLD GROUP, LLC | 17,403 | +32 | $4.2M | +$429.0K | 0.2% |
| ProShare Advisors LLC | 17,064 | +47 | $4.1M | +$424.0K | 0.3% |
| Ethic Inc. | 10,244 | +750 | $2.5M | +$410.9K | 7.9% |
| Czech National Bank | 13,206 | +390 | $3.2M | +$404.7K | 3.0% |
| KLP KAPITALFORVALTNING AS | 11,200 | +600 | $2.7M | +$401.6K | 5.7% |
| Elo Mutual Pension Insurance Co | 12,358 | +449 | $3.0M | +$396.9K | 3.8% |
| Vise Technologies, Inc. | 7,901 | +912 | $1.9M | +$389.2K | 13.0% |
| Orion Porfolio Solutions, LLC | 15,244 | +67 | $3.7M | +$384.3K | 0.4% |
| Quarry LP | 1,568 | +1,456 | $377.7K | +$353.4K | 1300.0% |
| Dean Capital Management | 11,237 | +352 | $2.7M | +$348.7K | 3.2% |
| Ameritas Advisory Services, LLC | 2,462 | +1,292 | $593.0K | +$339.6K | 110.4% |
| Meeder Advisory Services, Inc. | 2,686 | +1,185 | $646.9K | +$321.8K | 78.9% |
| Pictet Asset Management Holding SA | 9,347 | +381 | $2.3M | +$309.2K | 4.2% |
| M&T Bank Corp | 4,325 | +897 | $1.0M | +$299.8K | 26.2% |
| PRINCIPAL SECURITIES, INC. | 5,654 | +661 | $1.4M | +$280.4K | 13.2% |
| BANK OF NOVA SCOTIA | 4,288 | +783 | $1.0M | +$273.6K | 22.3% |
| Empowered Funds, LLC | 4,106 | +798 | $988.9K | +$272.4K | 24.1% |
| Dana Investment Advisors, Inc. | 7,080 | +450 | $1.7M | +$269.2K | 6.8% |
| Cambria Investment Management, L.P. | 2,849 | +719 | $686.2K | +$265.5K | 33.8% |
| QRG CAPITAL MANAGEMENT, INC. | 4,771 | +598 | $1.1M | +$245.3K | 14.3% |
| FRANKLIN RESOURCES INC | 8,172 | +179 | $2.0M | +$236.9K | 2.2% |
| Cascade Investment Advisors, Inc. | 7,984 | +172 | $1.9M | +$230.9K | 2.2% |
| Federation des caisses Desjardins du Quebec | 4,002 | +557 | $963.9K | +$217.7K | 16.2% |
| Tower Research Capital LLC (TRC) | 1,687 | +804 | $406.3K | +$215.1K | 91.0% |
| GAMMA Investing LLC | 2,254 | +724 | $542.9K | +$211.5K | 47.3% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 4,976 | +479 | $1.2M | +$199.7K | 10.7% |
| XPONANCE, INC. | 4,376 | +422 | $1.1M | +$197.5K | 10.7% |
| Entropy Technologies, LP | 5,490 | +296 | $1.3M | +$197.2K | 5.7% |
| Portfolio Design Labs, LLC | 6,249 | +116 | $1.5M | +$176.7K | 1.9% |
| AlphaQuest LLC | 1,251 | +631 | $301.3K | +$167.0K | 101.8% |
| CAPTRUST FINANCIAL ADVISORS | 5,664 | +31 | $1.4M | +$144.1K | 0.6% |
| Arax Advisory Partners | 1,619 | +475 | $390.0K | +$142.1K | 41.5% |
| Capital Research Global Investors | 3,411 | +260 | $821.5K | +$139.0K | 8.3% |
| Ascent Group, LLC | 5,339 | +43 | $1.3M | +$138.8K | 0.8% |
| SYON CAPITAL LLC | 1,890 | +377 | $455.2K | +$127.5K | 24.9% |
| Norinchukin Bank, The | 3,078 | +204 | $741.3K | +$118.8K | 7.1% |
| AlphaCore Capital LLC | 1,909 | +301 | $459.8K | +$111.5K | 18.7% |
| NOMURA HOLDINGS INC | 1,551 | +338 | $373.6K | +$110.8K | 27.9% |
| NewEdge Advisors, LLC | 4,089 | +37 | $984.8K | +$107.2K | 0.9% |
| Corient Private Wealth LLC | 49,571 | +22,711 | $5.7M | -$101.8K | 84.5% |
| TECTONIC ADVISORS LLC | 3,199 | +100 | $770.5K | +$99.2K | 3.2% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 1,934 | +234 | $465.7K | +$97.6K | 13.8% |
| NOMURA ASSET MANAGEMENT CO LTD | 1,830 | +230 | $440.8K | +$94.2K | 14.4% |
| COOKSON PEIRCE & CO INC | 1,364 | +278 | $328.5K | +$93.3K | 25.6% |
| World Investment Advisors | 1,644 | +288 | $379.0K | +$85.2K | 21.2% |
| AVIVA PLC | 2,672 | +93 | $643.6K | +$84.9K | 3.6% |
| Compound Planning, Inc. | 1,621 | +201 | $390.4K | +$82.9K | 14.2% |
| Callan Family Office, LLC | 1,180 | +242 | $284.2K | +$81.0K | 25.8% |
| HB Wealth Management, LLC | 1,435 | +211 | $345.6K | +$80.5K | 17.2% |
| Graham Capital Management, L.P. | 1,934 | +150 | $465.8K | +$79.4K | 8.4% |
| Canada Post Corp Registered Pension Plan | 786 | +270 | $189.3K | +$78.7K | 52.3% |
| CIBC Private Wealth Group LLC | 1,693 | +172 | $407.8K | +$78.4K | 11.3% |
| Clearstead Advisors, LLC | 2,126 | +105 | $512.0K | +$74.3K | 5.2% |
| Real Talk Capital, LLC | 2,237 | +85 | $538.7K | +$72.5K | 3.9% |
| Wealthfront Advisers LLC | 1,301 | +188 | $313.3K | +$72.3K | 16.9% |
| US BANCORP \DE\ | 1,997 | +106 | $481.1K | +$71.4K | 5.6% |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | 1,918 | +114 | $462.0K | +$71.2K | 6.3% |
| Ameritas Investment Partners, Inc. | 2,766 | +1 | $666.1K | +$67.1K | 0.0% |
| FIFTH THIRD BANCORP | 2,217 | +57 | $534.0K | +$66.1K | 2.6% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 905 | +191 | $218.0K | +$63.3K | 26.8% |
| BROWN BROTHERS HARRIMAN & CO | 371 | +247 | $89.4K | +$62.5K | 199.2% |
| Asset Management One Co., Ltd. | 1,880 | +69 | $453.9K | +$61.6K | 3.8% |
| Global Retirement Partners, LLC | 1,069 | +158 | $257.5K | +$60.1K | 17.3% |
| Optimize Financial Inc | 2,163 | +28 | $521.0K | +$58.5K | 1.3% |
| Merit Financial Group, LLC | 1,419 | +103 | $341.9K | +$56.8K | 7.8% |
| Parallel Advisors, LLC | 318 | +211 | $76.6K | +$53.4K | 197.2% |
| Vident Advisory, LLC | 1,355 | +89 | $326.4K | +$52.1K | 7.0% |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 1,541 | +63 | $371.1K | +$51.0K | 4.3% |
| TD PRIVATE CLIENT WEALTH LLC | 1,227 | +91 | $295.5K | +$49.5K | 8.0% |
| Envestnet Portfolio Solutions, Inc. | 1,315 | +73 | $316.7K | +$47.8K | 5.9% |
| Resona Asset Management Co.,Ltd. | 661 | +136 | $159.6K | +$47.0K | 25.9% |
| Blue Trust, Inc. | 1,485 | +40 | $357.7K | +$44.7K | 2.8% |
| Gillson Capital LP | 390,205 | +150,168 | $94.0K | +$42.0K | 62.6% |
| Cornerstone Investment Partners, LLC | 1,651 | +1 | $397.6K | +$40.3K | 0.1% |
| Prestige Wealth Management Group LLC | 218 | +191 | $43.5K | +$37.6K | 707.4% |
| Fifth Third Wealth Advisors LLC | 1,374 | +19 | $330.9K | +$37.4K | 1.4% |
| QUADRANT CAPITAL GROUP LLC | 1,491 | +3 | $359.1K | +$36.8K | 0.2% |
| Atria Investments, Inc | 1,053 | +25 | $253.6K | +$31.0K | 2.4% |
| ASSETMARK, INC | 363 | +100 | $87.4K | +$30.5K | 38.0% |
| Csenge Advisory Group | 1,137 | +5 | $273.7K | +$28.4K | 0.4% |
| CATALYST FINANCIAL PARTNERS LLC | 1,113 | +4 | $268.1K | +$27.9K | 0.4% |
| Horizon Investments, LLC | 812 | +23 | $195.6K | +$24.7K | 2.9% |
| Park Square Financial Group, LLC | 168 | +113 | $35.8K | +$23.9K | 205.4% |
| SG Americas Securities, LLC | 62,232 | +56,189 | $15.0K | +$13.7K | 929.8% |
| Root Financial Partners, LLC | 193 | +38 | $46.5K | +$12.9K | 24.5% |
| Grove Bank & Trust | 75 | +42 | $18.1K | +$10.9K | 127.3% |
| REAP Financial Group, LLC | 187 | +26 | $45.0K | +$10.2K | 16.1% |
| Cullen/Frost Bankers, Inc. | 180 | +25 | $43.4K | +$9.8K | 16.1% |
| Manchester Capital Management LLC | 58 | +34 | $14.0K | +$8.8K | 141.7% |
| PRIVATE TRUST CO NA | 104 | +22 | $25.0K | +$7.3K | 26.8% |
| LORD, ABBETT & CO. LLC | 114,730 | +20,410 | $27.6K | +$7.2K | 21.6% |
| ROTHSCHILD INVESTMENT LLC | 37 | +29 | $8.9K | +$7.2K | 362.5% |
| Lido Advisors, LLC | 3,098 | +22 | $672.0K | +$5.6K | 0.7% |
| Smartleaf Asset Management LLC | 154 | +5 | $37.3K | +$5.3K | 3.4% |
| JFS WEALTH ADVISORS, LLC | 71 | +16 | $17.1K | +$5.2K | 29.1% |
| CYBER HORNET ETFs LLC | 150 | +4 | $36.1K | +$4.5K | 2.7% |
| Versant Capital Management, Inc | 131 | +5 | $31.6K | +$4.3K | 4.0% |
| Transamerica Financial Advisors, LLC | 52 | +11 | $12.6K | +$3.9K | 26.8% |
| HARBOUR INVESTMENTS, INC. | 66 | +10 | $15.9K | +$3.8K | 17.9% |
| CoreCap Advisors, LLC | 65 | +10 | $15.7K | +$3.7K | 18.2% |
| Clearstead Trust, LLC | 14 | +11 | $3.4K | +$2.7K | 366.7% |
| Addison Advisors LLC | 28 | +7 | $6.7K | +$2.2K | 33.3% |
| SouthState Corp | 13 | +8 | $3.1K | +$2.0K | 160.0% |
| Physician Wealth Advisors, Inc. | 9 | +5 | $2.2K | +$1.3K | 125.0% |
| Janney Montgomery Scott LLC | 23,493 | +2,539 | $5.7K | +$1.1K | 12.1% |
| VAN ECK ASSOCIATES CORP | 36,502 | +368 | $8.8K | +$965 | 1.0% |
| Rialto Wealth Management, LLC | 8 | +3 | $1.9K | +$844 | 60.0% |
| Larson Financial Group LLC | 16 | +2 | $4.0K | +$834 | 14.3% |
| Thrivent Financial for Lutherans | 10,656 | +1,687 | $2.6K | +$624 | 18.8% |
| Bay Harbor Wealth Management, LLC | 7 | +2 | $1.7K | +$602 | 40.0% |
| STONERIDGE INVESTMENT PARTNERS LLC | 7,967 | +1,834 | $1.9K | +$591 | 29.9% |
| ORG Partners LLC | 6 | +2 | $1.4K | +$578 | 50.0% |
| Dunhill Financial, LLC | 6 | +2 | $1.4K | +$490 | 50.0% |
| PARK AVENUE SECURITIES LLC | 7,937 | +527 | $1.9K | +$307 | 7.1% |
| WestEnd Advisors, LLC | 2 | +1 | $482 | +$265 | 100.0% |
| Daiwa Securities Group Inc. | 7,948 | +197 | $1.9K | +$235 | 2.5% |
| CX Institutional | 1,069 | +283 | $257 | +$87 | 36.0% |
| CWM, LLC | 2,127 | +125 | $512 | +$78 | 6.2% |
| Capital Advisors, Ltd. LLC | 62 | +17 | $15 | +$5 | 37.8% |
| HANTZ FINANCIAL SERVICES, INC. | 51 | +13 | $12 | +$4 | 34.2% |
| VALLEY NATIONAL ADVISERS INC | 28 | +1 | $6 | +$1 | 3.7% |