13F QoQ Ownership Changes
AMXOF Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 54 new · 91 added · 152 reduced · 36 exited
New Positions(54)
Added To(91)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| Robeco Institutional Asset Management B.V. | 8,376,918 | +4,053,838 | $173.2M | +$82.4M | 93.8% |
| AMERICAN CENTURY COMPANIES INC | 3,332,881 | +887,532 | $68.9M | +$17.5M | 36.3% |
| JANE STREET GROUP, LLC | 562,499 | +539,699 | $11.6M | +$11.1M | 2367.1% |
| FMR LLC | 24,465,658 | +908,187 | $505.7M | +$11.0M | 3.9% |
| Itau Unibanco Holding S.A. | 2,450,123 | +467,811 | $50.8M | +$9.1M | 23.6% |
| Rockefeller Capital Management L.P. | 1,150,998 | +408,474 | $23.8M | +$8.2M | 55.0% |
| MORGAN STANLEY | 3,970,788 | +353,632 | $82.1M | +$6.1M | 9.8% |
| BNP PARIBAS FINANCIAL MARKETS | 314,197 | +261,453 | $6.5M | +$5.4M | 495.7% |
| ABS Direct Equity Fund LLC | 273,800 | +257,200 | $5.7M | +$5.3M | 1549.4% |
| Boston Partners | 4,835,629 | +326,890 | $100.0M | +$5.3M | 7.3% |
| CITADEL ADVISORS LLC | 370,214 | +249,711 | $7.7M | +$5.1M | 207.2% |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 883,272 | +200,603 | $18.3M | +$3.9M | 29.4% |
| BlackRock, Inc. | 554,837 | +170,315 | $11.5M | +$3.4M | 44.3% |
| MILLENNIUM MANAGEMENT LLC | 192,219 | +154,588 | $4.0M | +$3.2M | 410.8% |
| TEACHER RETIREMENT SYSTEM OF TEXAS | 1,660,300 | +159,600 | $34.3M | +$2.8M | 10.6% |
| Capital Wealth Planning, LLC | 334,948 | +120,120 | $6.9M | +$2.4M | 55.9% |
| XTX Topco Ltd | 106,100 | +89,407 | $2.2M | +$1.8M | 535.6% |
| CITIGROUP INC | 407,257 | +58,476 | $8.4M | +$1.1M | 16.8% |
| Russell Investments Group, Ltd. | 1,389,292 | +52,353 | $28.7M | +$640.9K | 3.9% |
| GAM Holding AG | 106,249 | +29,137 | $2.2M | +$576.8K | 37.8% |
| KLEIN PAVLIS & PEASLEY FINANCIAL, INC. | 53,660 | +28,299 | $1.1M | +$576.6K | 111.6% |
| STATE STREET CORP | 40,710 | +24,592 | $841.5K | +$503.0K | 152.6% |
| Connor, Clark & Lunn Investment Management Ltd. | 561,947 | +32,499 | $11.6M | +$497.0K | 6.1% |
| Raiffeisen Bank International AG | 100,120 | +23,700 | $2.1M | +$490.0K | 31.0% |
| Advisors Asset Management, Inc. | 64,769 | +22,095 | $1.3M | +$442.6K | 51.8% |
| Creative Planning | 126,167 | +19,670 | $2.6M | +$371.4K | 18.5% |
| LPL Financial LLC | 190,401 | +19,447 | $3.9M | +$345.6K | 11.4% |
| Dalton Investments, Inc. | 66,800 | +16,800 | $1.4M | +$330.8K | 33.6% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 86,787 | +16,466 | $1.8M | +$317.1K | 23.4% |
| TrueMark Investments, LLC | 128,624 | +16,728 | $2.7M | +$308.8K | 14.9% |
| Sequoia Financial Advisors, LLC | 36,232 | +13,933 | $748.9K | +$280.6K | 62.5% |
| Farther Finance Advisors, LLC | 19,083 | +13,534 | $394.5K | +$277.9K | 243.9% |
| ASSETMARK, INC | 185,146 | +15,458 | $3.8M | +$263.5K | 9.1% |
| Jain Global LLC | 98,999 | +11,700 | $2.0M | +$213.0K | 13.4% |
| Cerity Partners LLC | 25,856 | +10,158 | $534.5K | +$204.8K | 64.7% |
| Quantinno Capital Management LP | 65,170 | +10,213 | $1.3M | +$193.0K | 18.6% |
| J.W. COLE ADVISORS, INC. | 11,608 | +13 | $55.3K | -$188.2K | 0.1% |
| ENVESTNET ASSET MANAGEMENT INC | 833,986 | +21,559 | $17.2M | +$177.5K | 2.6% |
| Global Retirement Partners, LLC | 10,447 | +6,564 | $215.9K | +$134.4K | 169.0% |
| NewEdge Advisors, LLC | 25,093 | +5,623 | $518.7K | +$109.8K | 28.9% |
| DIMENSIONAL FUND ADVISORS LP | 4,215,162 | +71,182 | $87.1M | +$105.7K | 1.7% |
| Compound Planning, Inc. | 20,981 | +4,825 | $433.7K | +$94.4K | 29.9% |
| FRANKLIN RESOURCES INC | 15,088 | +3,882 | $311.9K | +$76.5K | 34.6% |
| PROFUND ADVISORS LLC | 45,031 | +4,227 | $930.8K | +$73.9K | 10.3% |
| Wealthspire Advisors, LLC | 14,670 | +3,524 | $303.2K | +$69.2K | 31.6% |
| JONES FINANCIAL COMPANIES LLLP | 4,595 | +3,073 | $95.0K | +$63.2K | 201.9% |
| AMERIPRISE FINANCIAL INC | 241,239 | +889 | $5.0M | -$60.9K | 0.4% |
| MML INVESTORS SERVICES, LLC | 43,731 | +3,556 | $903.9K | +$60.3K | 8.8% |
| Vanguard Personalized Indexing Management, LLC | 15,220 | +2,996 | $314.6K | +$57.9K | 24.5% |
| Diversify Advisory Services, LLC | 21,577 | +62 | $441.3K | -$45.4K | 0.3% |
| Mariner, LLC | 37,999 | +2,554 | $785.7K | +$41.4K | 7.2% |
| HighTower Advisors, LLC | 25,451 | +2,201 | $526.1K | +$37.8K | 9.5% |
| Bleakley Financial Group, LLC | 13,601 | +1,856 | $281.1K | +$34.5K | 15.8% |
| REXFORD CAPITAL INC | 10,758 | +1,588 | $222.4K | +$29.8K | 17.3% |
| Ashton Thomas Private Wealth, LLC | 13,306 | +1,589 | $275.0K | +$29.0K | 13.6% |
| Arkadios Wealth Advisors | 12,835 | +1,396 | $265.3K | +$25.1K | 12.2% |
| Waverly Advisors, LLC | 11,656 | +1,303 | $240.9K | +$23.5K | 12.6% |
| Caitong International Asset Management Co., Ltd | 1,085 | +1,080 | $22.4K | +$22.3K | 21600.0% |
| Corient Private Wealth LLC | 66,871 | +419 | $1.4M | -$19.0K | 0.6% |
| QUADRANT CAPITAL GROUP LLC | 68,274 | +217 | $1.4M | -$18.0K | 0.3% |
| EverSource Wealth Advisors, LLC | 3,157 | +902 | $65.3K | +$17.9K | 40.0% |
| Mirae Asset Global Investments Co., Ltd. | 18,853 | +1,141 | $389.7K | +$17.7K | 6.4% |
| Parallel Advisors, LLC | 6,731 | +896 | $139.1K | +$16.6K | 15.3% |
| Essex Financial Services, Inc. | 53,340 | +55 | $1.1M | -$16.5K | 0.1% |
| NewEdge Wealth, LLC | 12,936 | +2,007 | $267.4K | +$16.3K | 18.4% |
| Genus Capital Management Inc. | 15,079 | +1,000 | $311.7K | +$16.0K | 7.1% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 21,454 | +1,007 | $443.5K | +$14.1K | 4.9% |
| CHOREO, LLC | 18,975 | +736 | $396.0K | +$13.0K | 4.0% |
| BAILARD, INC. | 50,200 | +200 | $1.0M | -$12.4K | 0.4% |
| Arax Advisory Partners | 2,412 | +612 | $49.9K | +$12.1K | 34.0% |
| BROWN BROTHERS HARRIMAN & CO | 932 | +502 | $19.3K | +$10.2K | 116.7% |
| Asset Management One Co., Ltd. | 160,122 | +707 | $3.3M | -$9.2K | 0.4% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 28,207 | +239 | $572.6K | -$6.3K | 0.8% |
| BANK OF MONTREAL /CAN/ | 29,945 | +722 | $619.0K | +$5.3K | 2.5% |
| North Star Investment Management Corp. | 18,125 | +97 | $374.6K | -$3.9K | 0.5% |
| AXXCESS WEALTH MANAGEMENT, LLC | 36,505 | +430 | $754.6K | -$3.0K | 1.2% |
| Janney Montgomery Scott LLC | 153,418 | +137,616 | $3.2K | +$2.8K | 870.9% |
| SIGNATUREFD, LLC | 9,925 | +23 | $205.2K | -$2.8K | 0.2% |
| GAMMA Investing LLC | 1,541 | +146 | $31.9K | +$2.6K | 10.5% |
| Checchi Capital Advisers, LLC | 9,787 | +67 | $202.3K | -$1.8K | 0.7% |
| RAYMOND JAMES FINANCIAL INC | 115,824 | +1,736 | $2.4M | -$1.8K | 1.5% |
| PFG Investments, LLC | 9,991 | +79 | $206.5K | -$1.6K | 0.8% |
| HARBOUR INVESTMENTS, INC. | 2,052 | +101 | $42.4K | +$1.4K | 5.2% |
| Bell Investment Advisors, Inc | 120 | +50 | $2.5K | +$1.0K | 71.4% |
| Thrivent Financial for Lutherans | 103,236 | +47,399 | $2.1K | +$962 | 84.9% |
| MGO ONE SEVEN LLC | 10,727 | +195 | $221.7K | +$555 | 1.9% |
| BROWN ADVISORY INC | 13,184 | +188 | $272.5K | -$403 | 1.4% |
| Smartleaf Asset Management LLC | 132 | +12 | $2.8K | +$244 | 10.0% |
| Financial Freedom, LLC | 1,699 | +20 | $35.1K | -$137 | 1.2% |
| Larson Financial Group LLC | 385 | +4 | $8.0K | -$37 | 1.0% |
| BESSEMER GROUP INC | 12,992 | +180 | $268 | -$1 | 1.4% |