13F QoQ Ownership Changes
ALT Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 50 new · 76 added · 61 reduced · 26 exited
New Positions(50)
Added To(76)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| BlackRock, Inc. | 9,704,298 | +3,331,039 | $35.0M | +$11.0M | 52.3% |
| VANGUARD GROUP INC | 9,491,159 | +3,117,521 | $34.3M | +$10.2M | 48.9% |
| JANE STREET GROUP, LLC | 2,048,150 | +1,640,551 | $7.4M | +$5.9M | 402.5% |
| STATE STREET CORP | 5,119,703 | +1,518,448 | $18.5M | +$4.9M | 42.2% |
| Nuveen, LLC | 1,244,211 | +1,041,856 | $4.5M | +$3.7M | 514.9% |
| D. E. Shaw & Co., Inc. | 1,343,583 | +983,188 | $4.9M | +$3.5M | 272.8% |
| GOLDMAN SACHS GROUP INC | 1,349,293 | +787,036 | $4.9M | +$2.8M | 140.0% |
| CITADEL ADVISORS LLC | 2,339,627 | +321,113 | $8.4M | +$836.3K | 15.9% |
| GEODE CAPITAL MANAGEMENT, LLC | 2,292,410 | +275,025 | $8.3M | +$670.7K | 13.6% |
| COMMONWEALTH EQUITY SERVICES, LLC | 181,483 | +7,386 | $655.1K | +$654.5K | 4.2% |
| Jump Financial, LLC | 242,017 | +126,217 | $873.7K | +$437.1K | 109.0% |
| Walleye Trading LLC | 128,000 | +105,041 | $462.1K | +$375.5K | 457.5% |
| Jefferies Financial Group Inc. | 207,800 | +107,800 | $750.2K | +$373.2K | 107.8% |
| BNP PARIBAS FINANCIAL MARKETS | 177,305 | +102,772 | $640.1K | +$359.1K | 137.9% |
| FMR LLC | 564,093 | +118,956 | $2.0M | +$358.2K | 26.7% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 283,669 | +79,220 | $1.0M | +$253.3K | 38.7% |
| STIFEL FINANCIAL CORP | 123,416 | +63,005 | $445.5K | +$217.8K | 104.3% |
| IMC-Chicago, LLC | 173,130 | +57,770 | $625.0K | +$190.1K | 50.1% |
| LMR Partners LLP | 311,300 | +61,300 | $1.1M | +$181.3K | 24.5% |
| WEALTH EFFECTS LLC | 111,750 | +51,900 | $403.4K | +$177.8K | 86.7% |
| BANK OF AMERICA CORP /DE/ | 383,783 | +63,343 | $1.4M | +$177.4K | 19.8% |
| Invesco Ltd. | 214,824 | +52,881 | $775.5K | +$165.0K | 32.6% |
| Engineers Gate Manager LP | 87,264 | +46,221 | $315.0K | +$160.3K | 112.6% |
| WELLS FARGO & COMPANY/MN | 141,282 | +48,375 | $510.0K | +$159.8K | 52.1% |
| Rockefeller Capital Management L.P. | 43,167 | +43,113 | $155.8K | +$155.6K | 79838.9% |
| PROFUND ADVISORS LLC | 72,298 | +38,586 | $261.0K | +$133.9K | 114.5% |
| Verition Fund Management LLC | 119,476 | +38,322 | $431.3K | +$125.4K | 47.2% |
| Virtus Investment Advisers, LLC | 50,482 | +34,568 | $182.2K | +$122.2K | 217.2% |
| Rafferty Asset Management, LLC | 195,766 | +39,572 | $706.7K | +$117.9K | 25.3% |
| NORTHERN TRUST CORP | 715,991 | +58,975 | $2.6M | +$107.8K | 9.0% |
| FARALLON CAPITAL MANAGEMENT LLC | 55,200 | +27,600 | $203.7K | +$99.6K | 100.0% |
| RAYMOND JAMES FINANCIAL INC | 55,859 | +28,187 | $201.7K | +$97.3K | 101.9% |
| Walleye Capital LLC | 133,565 | +29,447 | $482.2K | +$89.6K | 28.3% |
| Hennion & Walsh Asset Management, Inc. | 214,632 | +29,057 | $774.8K | +$75.2K | 15.7% |
| KINGSWOOD WEALTH ADVISORS, LLC | 36,000 | +20,600 | $130.0K | +$71.9K | 133.8% |
| CITIGROUP INC | 28,324 | +18,550 | $102.3K | +$65.4K | 189.8% |
| Steward Partners Investment Advisory, LLC | 245,393 | +26,084 | $885.9K | +$59.1K | 11.9% |
| BROWN WEALTH MANAGEMENT, LLC | 258,673 | +25,000 | $933.8K | +$52.9K | 10.7% |
| INTECH INVESTMENT MANAGEMENT LLC | 52,557 | +13,918 | $189.7K | +$44.1K | 36.0% |
| Creative Planning | 46,886 | +10,508 | $169.3K | +$32.1K | 28.9% |
| Cetera Investment Advisers | 29,687 | +9,481 | $107.2K | +$31.0K | 46.9% |
| DIADEMA PARTNERS LP | 491,800 | +28,800 | $1.8M | +$29.9K | 6.2% |
| Advisory Services Network, LLC | 15,160 | +6,200 | $54.7K | +$20.9K | 69.2% |
| JONES FINANCIAL COMPANIES LLLP | 12,526 | +5,900 | $45.2K | +$18.7K | 89.0% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 52,566 | +6,661 | $189.8K | +$16.5K | 14.5% |
| AXQ CAPITAL, LP | 25,701 | +5,266 | $92.8K | +$15.7K | 25.8% |
| Arax Advisory Partners | 8,165 | +4,076 | $29.5K | +$14.1K | 99.7% |
| ProShare Advisors LLC | 20,816 | +3,735 | $75.1K | +$10.8K | 21.9% |
| Bank of New York Mellon Corp | 354,201 | +12,216 | $1.3M | -$10.6K | 3.6% |
| Activest Wealth Management | 5,001 | +3,000 | $18.1K | +$10.5K | 149.9% |
| SBI Securities Co., Ltd. | 8,837 | +1,928 | $31.9K | +$5.9K | 27.9% |
| Mirae Asset Global Investments Co., Ltd. | 5,070 | +1,658 | $18.3K | +$5.4K | 48.6% |
| Concurrent Investment Advisors, LLC | 26,508 | +2,500 | $95.7K | +$5.2K | 10.4% |
| VICTORY CAPITAL MANAGEMENT INC | 11,930 | +1,869 | $43.1K | +$5.1K | 18.6% |
| JPMORGAN CHASE & CO | 104,532 | +5,341 | $377.4K | +$3.4K | 5.4% |
| EverSource Wealth Advisors, LLC | 17,683 | +1,650 | $63.8K | +$3.4K | 10.3% |
| China Universal Asset Management Co., Ltd. | 17,003 | +1,533 | $61.4K | +$3.1K | 9.9% |
| TWO SIGMA SECURITIES, LLC | 12,274 | +1,024 | $44.3K | +$1.9K | 9.1% |
| US BANCORP \DE\ | 559 | +508 | $2.0K | +$1.8K | 996.1% |
| MassMutual Private Wealth & Trust, FSB | 918 | +500 | $3.3K | +$1.7K | 119.6% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 27,596 | +1,609 | $99.6K | +$1.7K | 6.2% |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 5,461 | +617 | $19.7K | +$1.5K | 12.7% |
| DEUTSCHE BANK AG\ | 79,940 | +3,047 | $288.6K | -$1.3K | 4.0% |
| Legal & General Group Plc | 9,362 | +742 | $33.8K | +$1.3K | 8.6% |
| Sterling Capital Management LLC | 530 | +333 | $1.9K | +$1.2K | 169.0% |
| Larson Financial Group LLC | 5,306 | +1 | $19.2K | -$845 | 0.0% |
| Sequoia Financial Advisors, LLC | 12,428 | +354 | $44.9K | -$653 | 2.9% |
| OSAIC HOLDINGS, INC. | 18,941 | +1,193 | $68.4K | +$620 | 6.7% |
| GF FUND MANAGEMENT CO. LTD. | 2,049 | +150 | $7.4K | +$238 | 7.9% |
| Summit Financial Wealth Advisors, LLC | 103,288 | +7,000 | $372.9K | +$235 | 7.3% |
| Janney Montgomery Scott LLC | 102,610 | +44,050 | $370 | +$149 | 75.2% |
| Russell Investments Group, Ltd. | 14,537 | +608 | $52.5K | -$34 | 4.4% |
| Virtu Financial LLC | 58,477 | +10,409 | $211 | +$30 | 21.6% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 49,879 | +8,386 | $181 | +$24 | 20.2% |
| CWM, LLC | 3,082 | +818 | $11 | +$2 | 36.1% |
| AMALGAMATED BANK | 2,786 | +335 | $10 | +$1 | 13.7% |