13F QoQ Ownership Changes
ALMU Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 21 new · 35 added · 22 reduced · 10 exited
New Positions(21)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| Total Clarity Wealth Management, Inc. | 43,100 | +43,100 | $740.0K | +$740.0K | — |
| Intesa Sanpaolo Wealth Management | 30,000 | +30,000 | $515.1K | +$515.1K | — |
| RAYMOND JAMES FINANCIAL INC | 19,728 | +19,728 | $338.7K | +$338.7K | — |
| Squarepoint Ops LLC | 18,653 | +18,653 | $320.3K | +$320.3K | — |
| IMC-Chicago, LLC | 17,489 | +17,489 | $300.3K | +$300.3K | — |
| ProShare Advisors LLC | 16,160 | +16,160 | $277.5K | +$277.5K | — |
| Cane Capital Partners, LLC | 30,100 | +30,100 | $258.9K | +$258.9K | — |
| XTX Topco Ltd | 14,388 | +14,388 | $247.0K | +$247.0K | — |
| MISSION WEALTH MANAGEMENT, LP | 13,983 | +13,983 | $240.1K | +$240.1K | — |
| GOLDMAN SACHS GROUP INC | 13,410 | +13,410 | $230.3K | +$230.3K | — |
| State of Wyoming | 2,056 | +2,056 | $35.3K | +$35.3K | — |
| Caitong International Asset Management Co., Ltd | 1,563 | +1,563 | $26.8K | +$26.8K | — |
| IFP Advisors, Inc | 1,220 | +1,220 | $20.2K | +$20.2K | — |
| SouthState Corp | 600 | +600 | $10.3K | +$10.3K | — |
| JONES FINANCIAL COMPANIES LLLP | 310 | +310 | $5.3K | +$5.3K | — |
| HUNTINGTON NATIONAL BANK | 301 | +301 | $5.2K | +$5.2K | — |
| Quarry LP | 210 | +210 | $3.6K | +$3.6K | — |
| GAMMA Investing LLC | 45 | +45 | $773 | +$773 | — |
| Farther Finance Advisors, LLC | 20 | +20 | $343 | +$343 | — |
| Allworth Financial LP | 18 | +18 | $310 | +$310 | — |
| FNY Investment Advisers, LLC | 2,935 | +2,935 | $47 | +$47 | — |
Added To(35)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| VANGUARD GROUP INC | 857,011 | +418,045 | $14.7M | +$7.6M | 95.2% |
| BlackRock, Inc. | 824,185 | +102,762 | $14.2M | +$2.5M | 14.2% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 389,325 | +102,222 | $6.7M | +$2.1M | 35.6% |
| GEODE CAPITAL MANAGEMENT, LLC | 285,732 | +52,565 | $4.9M | +$1.2M | 22.5% |
| STATE STREET CORP | 213,405 | +54,184 | $3.7M | +$1.1M | 34.0% |
| BARCLAYS PLC | 61,845 | +47,938 | $1.0M | +$788.5K | 344.7% |
| Westside Investment Management, Inc. | 50,300 | +17,165 | $863.7K | +$330.2K | 51.8% |
| CITADEL ADVISORS LLC | 88,100 | +13,400 | $1.5M | +$310.0K | 17.9% |
| MORGAN STANLEY | 59,383 | +13,625 | $1.0M | +$282.9K | 29.8% |
| NORTHERN TRUST CORP | 110,119 | +10,177 | $1.9M | +$281.7K | 10.2% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 38,237 | +8,010 | $656.5K | +$169.9K | 26.5% |
| Royal Bank of Canada | 31,747 | +8,130 | $545.0K | +$158.0K | 34.4% |
| UBS Group AG | 49,142 | +6,415 | $843.8K | +$155.9K | 15.0% |
| Quadrature Capital Ltd | 20,711 | +7,871 | $355.6K | +$149.1K | 61.3% |
| BANK OF AMERICA CORP /DE/ | 13,530 | +8,042 | $232.3K | +$144.0K | 146.5% |
| WELLS FARGO & COMPANY/MN | 15,071 | +7,681 | $258.8K | +$139.8K | 103.9% |
| Bank of New York Mellon Corp | 28,722 | +5,462 | $493.1K | +$118.7K | 23.5% |
| Nuveen, LLC | 15,696 | +3,255 | $269.5K | +$69.2K | 26.2% |
| JANE STREET GROUP, LLC | 33,700 | +1,200 | $578.6K | +$55.4K | 3.7% |
| MCF Advisors LLC | 18,600 | +2,000 | $319.4K | +$52.1K | 12.0% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 6,076 | +1,578 | $104.3K | +$31.9K | 35.1% |
| &PARTNERS | 15,057 | +923 | $258.5K | +$31.0K | 6.5% |
| RHUMBLINE ADVISERS | 14,198 | +427 | $243.8K | +$22.1K | 3.1% |
| BNP PARIBAS FINANCIAL MARKETS | 3,000 | +1,066 | $51.5K | +$20.4K | 55.1% |
| DEUTSCHE BANK AG\ | 8,265 | +489 | $141.9K | +$16.7K | 6.3% |
| JPMORGAN CHASE & CO | 5,206 | +678 | $89.4K | +$16.5K | 15.0% |
| Tower Research Capital LLC (TRC) | 1,922 | +692 | $33.0K | +$13.2K | 56.3% |
| FMR LLC | 699 | +671 | $12.0K | +$11.6K | 2396.4% |
| Park Place Capital Corp | 800 | +500 | $13.7K | +$8.9K | 166.7% |
| Legal & General Group Plc | 1,164 | +290 | $20.0K | +$5.9K | 33.2% |
| OSAIC HOLDINGS, INC. | 2,234 | +254 | $38.4K | +$4.5K | 12.8% |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 802 | +201 | $13.8K | +$4.1K | 33.4% |
| Sterling Capital Management LLC | 720 | +120 | $12.4K | +$2.7K | 20.0% |
| CITIGROUP INC | 295 | +142 | $5.1K | +$2.6K | 92.8% |
| AMALGAMATED BANK | 409 | +81 | $7 | +$2 | 24.7% |
Reduced(22)
Sold Out(10)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| MYDA Advisors LLC | 0 | -90,000 | $0 | -$1.4M | — |
| Focus Partners Wealth | 0 | -4,545 | $0 | -$474.4K | — |
| MASO CAPITAL PARTNERS Ltd | 0 | -19,667 | $0 | -$316.6K | — |
| Sender Co & Partners, Inc. | 0 | -18,565 | $0 | -$298.9K | — |
| Calamos Advisors LLC | 0 | -11,791 | $0 | -$189.8K | — |
| STRS OHIO | 0 | -1,800 | $0 | -$29.0K | — |
| Quantbot Technologies LP | 0 | -1,788 | $0 | -$28.8K | — |
| GROUP ONE TRADING LLC | 0 | -937 | $0 | -$15.1K | — |
| Arax Advisory Partners | 0 | -20 | $0 | -$322 | — |
| Advisory Services Network, LLC | 0 | -4 | $0 | -$64 | — |