FCHI8,141.92-0.19%
GDAXI24,083.53-0.19%
DJI49,167.79-0.13%
XLE56.860.16%
STOXX50E5,860.32-0.39%
XLF51.81-0.00%
FTSE10,321.09-0.56%
IXIC24,887.100.20%
RUT2,788.190.04%
GSPC7,173.910.12%
Temp30.3°C
UV1.5
Feels35.7°C
Humidity59%
Wind10.8 km/h
Air QualityAQI 1
Cloud Cover50%
Rain0%
Sunrise06:00 AM
Sunset06:47 PM
Time5:54 PM
13F QoQ Ownership Changes

ALCO Institutional Holders

Period 2025-12-31 · prior 2025-09-30 · 18 new · 31 added · 57 reduced · 7 exited

New Positions(18)

ManagerSharesΔ SharesValueΔ Value% Δ
Squarepoint Ops LLC21,867+21,867$795.5K+$795.5K
Penn Mutual Asset Management21,000+21,000$727.9K+$727.9K
CARY STREET PARTNERS FINANCIAL LLC13,151+13,151$478.4K+$478.4K
R Squared Ltd11,329+11,329$412.1K+$412.1K
CITADEL ADVISORS LLC7,851+7,851$285.6K+$285.6K
Walleye Capital LLC7,175+7,175$261.0K+$261.0K
RD Lewis Holdings, Inc.5,160+5,160$216.8K+$216.8K
TRUIST FINANCIAL CORP5,528+5,528$201.1K+$201.1K
Pinnacle Wealth Planning Services, Inc.705+705$25.6K+$25.6K
Torren Management, LLC359+359$13.1K+$13.1K
Kemnay Advisory Services Inc.336+336$12.2K+$12.2K
US BANCORP \DE\24+24$873+$873
M Holdings Securities, Inc.12,380+12,380$450+$450
IFP Advisors, Inc10+10$355+$355
Fruth Investment Management5,500+5,500$200+$200
Allworth Financial LP4+4$146+$146
ROTHSCHILD INVESTMENT LLC1+1$36+$36
BESSEMER GROUP INC738+738$27+$27

Added To(31)

ManagerSharesΔ SharesValueΔ Value% Δ
GATE CITY CAPITAL MANAGEMENT, LLC1,297,679+39,500$47.2M+$3.6M3.1%
VANGUARD GROUP INC293,811+34,145$10.7M+$1.7M13.1%
Accordant Advisory Group Inc94,411+26,688$3.4M+$1.1M39.4%
BlackRock, Inc.396,379+8,883$14.4M+$989.7K2.3%
Bank of New York Mellon Corp54,632+13,346$2.0M+$556.5K32.3%
MORGAN STANLEY143,214+5,956$5.2M+$452.8K4.3%
GOLDMAN SACHS GROUP INC27,232+10,375$990.7K+$406.4K61.5%
GEODE CAPITAL MANAGEMENT, LLC138,611+4,714$5.0M+$403.9K3.5%
MILLENNIUM MANAGEMENT LLC20,677+8,736$752.2K+$338.4K73.2%
OAK FAMILY ADVISORS, LLC57,655+6,238$2.1M+$315.4K12.1%
Peapod Lane Capital LLC133,701+983$4.9M+$264.6K0.7%
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.16,050+5,200$583.9K+$207.8K47.9%
DEUTSCHE BANK AG\7,246+4,261$263.6K+$160.2K142.7%
Russell Investments Group, Ltd.15,882+3,263$577.8K+$140.4K25.9%
Ellsworth Advisors, LLC23,139+840$908.0K+$139.1K3.8%
BANK OF AMERICA CORP /DE/15,084+3,004$548.8K+$130.1K24.9%
NORTHERN TRUST CORP57,476+743$2.1M+$124.6K1.3%
Abundance Wealth Counselors19,473+2,224$708.4K+$110.6K12.9%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC17,417+1,528$633.6K+$82.9K9.6%
FMR LLC9,285+1,786$337.8K+$77.9K23.8%
WELLS FARGO & COMPANY/MN6,608+1,804$240.4K+$73.9K37.5%
D. E. Shaw & Co., Inc.14,257+1,260$518.7K+$68.2K9.7%
BARCLAYS PLC9,603+2,086$313.8K+$53.3K27.8%
PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C.20,372+372$741.1K+$47.9K1.9%
AQR CAPITAL MANAGEMENT LLC12,416+640$451.7K+$43.5K5.4%
Trexquant Investment LP6,917+424$251.6K+$26.6K6.5%
Moors & Cabot, Inc.9,010+200$327.8K+$22.4K2.3%
BNP PARIBAS FINANCIAL MARKETS1,257+227$45.7K+$10.0K22.0%
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.2,608+75$94.9K+$7.1K3.0%
Cornerstone Planning Group LLC59+46$2.4K+$571353.8%
CWM, LLC751+57$27+$38.2%

Reduced(57)

ManagerSharesΔ SharesValueΔ Value% Δ
Royal Bank of Canada162-44,661$6.0K-$1.4M-99.6%
DIMENSIONAL FUND ADVISORS LP320,117-33,074$11.6M-$594.7K-9.4%
TOWERVIEW LLC104,251-17,749$3.8M-$435.9K-14.5%
JANE STREET GROUP, LLC9,412-6,488$342.4K-$208.7K-40.8%
Pacific Ridge Capital Partners, LLC284,470-8,453$10.3M+$196.3K-2.9%
CM Management, LLC200,000-15,000$7.3M-$175.9K-7.0%
Rodgers Brothers Inc.112,352-749$4.1M+$167.3K-0.7%
STATE STREET CORP132,531-1,702$4.8M+$162.3K-1.3%
Invesco Ltd.11,129-3,666$404.9K-$107.9K-24.8%
BARD ASSOCIATES INC55,523-579$2.0M+$72.7K-1.0%
UBS Group AG24,259-2,980$882.5K-$61.6K-10.9%
REDMONT WEALTH ADVISORS LLC18,598-331$676.6K+$58.0K-1.7%
RHUMBLINE ADVISERS12,620-1,964$459.1K-$46.4K-13.5%
NAPLES GLOBAL ADVISORS, LLC49,818-1,140$1.8M+$43.7K-2.2%
BRIDGEWAY CAPITAL MANAGEMENT, LLC21,4380$779.9K+$36.9K0.0%
Allen Investment Management, LLC21,1060$767.8K+$36.3K0.0%
JPMORGAN CHASE & CO14,742-1,654$536.3K-$32.0K-10.1%
OSAIC HOLDINGS, INC.551-660$20.1K-$20.8K-54.5%
AMERICAN CENTURY COMPANIES INC13,812-104$502.5K+$20.2K-0.7%
Empowered Funds, LLC10,6880$388.3K+$17.8K0.0%
Worth Venture Partners, LLC10,0380$365.2K+$17.3K0.0%
Nuveen, LLC9,4120$342.4K+$16.2K0.0%
STIFEL FINANCIAL CORP14,101-258$513.0K+$15.3K-1.8%
CITIGROUP INC128-391$4.7K-$13.3K-75.3%
ALLIANCEBERNSTEIN L.P.6,4500$234.7K+$11.1K0.0%
Arax Advisory Partners1-255$36-$8.8K-99.6%
MetLife Investment Management, LLC3,5540$129.3K+$6.1K0.0%
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM347-168$12.6K-$5.2K-32.6%
NEW YORK STATE COMMON RETIREMENT FUND2,7600$100.4K+$4.7K0.0%
PNC Financial Services Group, Inc.2,752-4$100.1K+$4.6K-0.1%
MAI Capital Management100-75$3.6K-$2.4K-42.9%
Police & Firemen's Retirement System of New Jersey1,4110$51.3K+$2.4K0.0%
STATE OF WISCONSIN INVESTMENT BOARD16,950-899$616.6K-$2.0K-5.0%
Tower Research Capital LLC (TRC)315-63$11.5K-$1.6K-16.7%
Sterling Capital Management LLC325-44$11.8K-$966-11.9%
CIBC Private Wealth Group LLC5500$20.0K+$9460.0%
NISA INVESTMENT ADVISORS, LLC1,462-44$53.2K+$915-2.9%
CREATIVE FINANCIAL DESIGNS INC /ADV5000$18.2K+$8600.0%
Legal & General Group Plc4960$18.0K+$8530.0%
Ameritas Investment Partners, Inc.4700$17.1K+$8090.0%
GAMMA Investing LLC60-20$2.2K-$590-25.0%
Fortis Group Advisors, LLC2460$8.9K+$4230.0%
MassMutual Private Wealth & Trust, FSB213-1$7.7K+$332-0.5%
EverSource Wealth Advisors, LLC341-8$12.4K+$310-2.3%
NBC SECURITIES, INC.1500$5.5K+$2580.0%
Optiver Holding B.V.980$3.6K+$1680.0%
FIRST UNITED BANK & TRUST600$2.2K+$1030.0%
COMERICA BANK310$1.1K+$540.0%
Smartleaf Asset Management LLC110$402+$340.0%
WENDELL DAVID ASSOCIATES INC17,8660$650+$310.0%
Covestor Ltd377-859$14-$29-69.5%
Fortitude Family Office, LLC150$546+$260.0%
Farther Finance Advisors, LLC140$509+$240.0%
SBI Securities Co., Ltd.9-1$327-$20-10.0%
Sunbelt Securities, Inc.30$109+$50.0%
AMALGAMATED BANK177-41$6-$2-18.8%
Capital Advisors, Ltd. LLC4700$17+$10.0%

Sold Out(7)

ManagerSharesΔ SharesValueΔ Value% Δ
Monaco Asset Management SAM0-22,005$0-$762.7K
TWO SIGMA INVESTMENTS, LP0-19,999$0-$693.2K
Perritt Capital Management Inc0-15,850$0-$549.4K
TRANSCEND CAPITAL ADVISORS, LLC0-12,594$0-$436.5K
TWO SIGMA ADVISERS, LP0-10,800$0-$374.3K
Quarry LP0-703$0-$24.4K
Rise Advisors, LLC0-460$0-$15.9K