13F QoQ Ownership Changes
AMAL Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 36 new · 54 added · 80 reduced · 25 exited
New Positions(36)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | 845,054 | +845,054 | $27.1M | +$27.1M | — |
| Trexquant Investment LP | 69,773 | +69,773 | $2.2M | +$2.2M | — |
| CITADEL ADVISORS LLC | 68,324 | +68,324 | $2.2M | +$2.2M | — |
| Abacus Wealth Partners, LLC | 65,566 | +65,566 | $2.1M | +$2.1M | — |
| LAZARD ASSET MANAGEMENT LLC | 53,724 | +53,724 | $1.7M | +$1.7M | — |
| Versor Investments LP | 29,200 | +29,200 | $935.3K | +$935.3K | — |
| Point72 Asset Management, L.P. | 25,988 | +25,988 | $832.4K | +$832.4K | — |
| Jump Financial, LLC | 24,015 | +24,015 | $769.2K | +$769.2K | — |
| Quent Capital, LLC | 20,580 | +20,580 | $659.2K | +$659.2K | — |
| Balyasny Asset Management L.P. | 18,210 | +18,210 | $583.3K | +$583.3K | — |
| R Squared Ltd | 15,133 | +15,133 | $484.7K | +$484.7K | — |
| McMillan Office, Inc. | 15,000 | +15,000 | $480.4K | +$480.4K | — |
| VIRTUS ADVISERS, LLC | 14,960 | +14,960 | $448.4K | +$448.4K | — |
| Y-Intercept (Hong Kong) Ltd | 12,693 | +12,693 | $406.6K | +$406.6K | — |
| PDT Partners, LLC | 11,777 | +11,777 | $377.2K | +$377.2K | — |
| XPONANCE, INC. | 10,817 | +10,817 | $346.5K | +$346.5K | — |
| Integrated Quantitative Investments LLC | 9,242 | +9,242 | $296.0K | +$296.0K | — |
| Mariner, LLC | 7,505 | +7,505 | $240.4K | +$240.4K | — |
| Ethic Inc. | 7,247 | +7,247 | $232.1K | +$232.1K | — |
| OXFORD FINANCIAL GROUP, LTD. LLC | 7,101 | +7,101 | $227.4K | +$227.4K | — |
| LPL Financial LLC | 6,715 | +6,715 | $215.1K | +$215.1K | — |
| CAPTRUST FINANCIAL ADVISORS | 6,621 | +6,621 | $212.1K | +$212.1K | — |
| JANUS HENDERSON GROUP PLC | 6,527 | +6,527 | $208.9K | +$208.9K | — |
| CANADA PENSION PLAN INVESTMENT BOARD | 6,200 | +6,200 | $198.6K | +$198.6K | — |
| Daytona Street Capital LLC | 5,400 | +5,400 | $173.0K | +$173.0K | — |
| Eurizon Capital SGR S.p.A. | 178 | +178 | $5.7K | +$5.7K | — |
| Larson Financial Group LLC | 152 | +152 | $4.9K | +$4.9K | — |
| KBC Group NV | 132,449 | +132,449 | $4.2K | +$4.2K | — |
| Blue Trust, Inc. | 125 | +125 | $4.0K | +$4.0K | — |
| Allworth Financial LP | 77 | +77 | $2.5K | +$2.5K | — |
| Smartleaf Asset Management LLC | 56 | +56 | $1.8K | +$1.8K | — |
| IFP Advisors, Inc | 46 | +46 | $1.3K | +$1.3K | — |
| Physician Wealth Advisors, Inc. | 35 | +35 | $1.1K | +$1.1K | — |
| ALGERT GLOBAL LLC | 21,947 | +21,947 | $703 | +$703 | — |
| Global Retirement Partners, LLC | 10 | +10 | $320 | +$320 | — |
| PNC Financial Services Group, Inc. | 5 | +5 | $160 | +$160 | — |
Added To(54)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| BlackRock, Inc. | 3,486,654 | +161,659 | $111.7M | +$21.4M | 4.9% |
| VANGUARD GROUP INC | 1,434,372 | +49,037 | $45.9M | +$8.3M | 3.5% |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | 953,859 | +120,483 | $30.6M | +$7.9M | 14.4% |
| DIMENSIONAL FUND ADVISORS LP | 1,409,711 | +2,538 | $45.2M | +$6.9M | 0.2% |
| GOLDMAN SACHS GROUP INC | 295,670 | +129,585 | $9.5M | +$5.0M | 78.0% |
| BARCLAYS PLC | 194,315 | +130,443 | $6.1M | +$4.3M | 204.2% |
| ISTHMUS PARTNERS, LLC | 115,903 | +790 | $3.7M | +$3.7M | 0.7% |
| AMERICAN CENTURY COMPANIES INC | 610,826 | +21,793 | $19.6M | +$3.6M | 3.7% |
| FEDERATED HERMES, INC. | 289,895 | +43,960 | $9.3M | +$2.6M | 17.9% |
| FIRST MANHATTAN CO. LLC. | 407,025 | +9,340 | $13.0M | +$2.2M | 2.3% |
| Nuveen, LLC | 213,898 | +41,522 | $6.9M | +$2.2M | 24.1% |
| TWO SIGMA INVESTMENTS, LP | 131,528 | +32,410 | $4.2M | +$1.5M | 32.7% |
| Creative Planning | 58,218 | +36,213 | $1.9M | +$1.3M | 164.6% |
| Bank of New York Mellon Corp | 167,007 | +11,131 | $5.3M | +$1.1M | 7.1% |
| FMR LLC | 92,081 | +20,538 | $2.9M | +$1.0M | 28.7% |
| Empowered Funds, LLC | 126,644 | +10,759 | $4.1M | +$910.1K | 9.3% |
| GLOBEFLEX CAPITAL L P | 106,947 | +13,795 | $3.4M | +$896.4K | 14.8% |
| AQR CAPITAL MANAGEMENT LLC | 89,826 | +9,406 | $2.9M | +$693.7K | 11.7% |
| CREDIT AGRICOLE S A | 110,057 | +5,506 | $3.5M | +$686.6K | 5.3% |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 71,633 | +8,491 | $2.3M | +$580.1K | 13.4% |
| PRINCIPAL FINANCIAL GROUP INC | 42,223 | +13,260 | $1.4M | +$566.1K | 45.8% |
| MARTINGALE ASSET MANAGEMENT L P | 78,725 | +3,720 | $2.5M | +$485.2K | 5.0% |
| Harrington Investments, INC | 81,560 | +1,050 | $2.6M | +$426.5K | 1.3% |
| D. E. Shaw & Co., Inc. | 45,217 | +6,852 | $1.4M | +$406.7K | 17.9% |
| WELLS FARGO & COMPANY/MN | 25,770 | +7,808 | $825.4K | +$337.7K | 43.5% |
| EntryPoint Capital, LLC | 21,394 | +7,488 | $685.3K | +$307.7K | 53.8% |
| BAILARD, INC. | 16,303 | +7,000 | $522.2K | +$269.6K | 75.2% |
| Invesco Ltd. | 41,687 | +1,256 | $1.3M | +$237.5K | 3.1% |
| INCEPTIONR LLC | 15,060 | +6,002 | $482.4K | +$236.4K | 66.3% |
| AlphaQuest LLC | 32,567 | +2,529 | $1.0M | +$227.6K | 8.4% |
| Ballentine Partners, LLC | 24,214 | +3,058 | $775.6K | +$201.2K | 14.4% |
| AMERIPRISE FINANCIAL INC | 38,875 | +51 | $1.2M | +$191.1K | 0.1% |
| PRUDENTIAL FINANCIAL INC | 34,255 | +515 | $1.1M | +$181.1K | 1.5% |
| Squarepoint Ops LLC | 12,279 | +3,835 | $393.3K | +$164.0K | 45.4% |
| BANK OF MONTREAL /CAN/ | 20,807 | +674 | $666.4K | +$119.8K | 3.3% |
| Allspring Global Investments Holdings, LLC | 14,842 | +1,297 | $475.4K | +$107.6K | 9.6% |
| BNP PARIBAS FINANCIAL MARKETS | 15,183 | +111 | $486.3K | +$77.1K | 0.7% |
| Arax Advisory Partners | 1,269 | +827 | $40.6K | +$28.6K | 187.1% |
| QUADRANT CAPITAL GROUP LLC | 3,136 | +312 | $100.4K | +$23.8K | 11.0% |
| SIGNATUREFD, LLC | 1,619 | +96 | $51.9K | +$10.5K | 6.3% |
| Farther Finance Advisors, LLC | 228 | +220 | $7.3K | +$7.1K | 2750.0% |
| NISA INVESTMENT ADVISORS, LLC | 249 | +208 | $8.0K | +$6.9K | 507.3% |
| Rockefeller Capital Management L.P. | 614 | +35 | $19.7K | +$4.0K | 6.0% |
| BESSEMER GROUP INC | 102,493 | +102,438 | $3.3K | +$3.3K | 186250.9% |
| GAMMA Investing LLC | 310 | +6 | $9.9K | +$1.7K | 2.0% |
| ROTHSCHILD INVESTMENT LLC | 75 | +25 | $2.4K | +$1.0K | 50.0% |
| MAI Capital Management | 64 | +20 | $2.0K | +$855 | 45.5% |
| NATURAL INVESTMENTS, LLC | 22,477 | +2,821 | $719 | +$186 | 14.3% |
| SG Americas Securities, LLC | 13,565 | +1,371 | $434 | +$103 | 11.2% |
| Cambridge Investment Research Advisors, Inc. | 11,326 | +3 | $363 | +$56 | 0.0% |
| CWM, LLC | 1,880 | +549 | $60 | +$24 | 41.2% |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 674 | +184 | $22 | +$9 | 37.5% |
| AMALGAMATED BANK | 722 | +85 | $23 | +$6 | 13.3% |
| Covestor Ltd | 299 | +4 | $10 | +$2 | 1.4% |