13F QoQ Ownership Changes
ANGX Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 61 new · 26 added · 17 reduced · 11 exited
New Positions(61)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| Gigafund Management Company, LLC | 19,459,882 | +19,459,882 | $90.9M | +$90.9M | — |
| VANGUARD GROUP INC | 1,345,011 | +1,345,011 | $6.3M | +$6.3M | — |
| BlackRock, Inc. | 1,286,058 | +1,286,058 | $6.0M | +$6.0M | — |
| GEODE CAPITAL MANAGEMENT, LLC | 879,654 | +879,654 | $4.1M | +$4.1M | — |
| Verition Fund Management LLC | 545,965 | +545,965 | $2.5M | +$2.5M | — |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 496,659 | +496,659 | $2.3M | +$2.3M | — |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 259,452 | +259,452 | $1.2M | +$1.2M | — |
| CITADEL ADVISORS LLC | 208,700 | +208,700 | $974.6K | +$974.6K | — |
| World Investment Advisors | 202,663 | +202,663 | $946.0K | +$946.0K | — |
| NORTHERN TRUST CORP | 184,006 | +184,006 | $859.3K | +$859.3K | — |
| STATE STREET CORP | 183,500 | +183,500 | $856.9K | +$856.9K | — |
| Iron Gate Global Advisors LLC | 163,926 | +163,926 | $765.5K | +$765.5K | — |
| Shay Capital LLC | 154,200 | +154,200 | $720.1K | +$720.1K | — |
| Diametric Capital, LP | 106,380 | +106,380 | $496.8K | +$496.8K | — |
| MMBG INVESTMENT ADVISORS CO. | 96,484 | +96,484 | $450.6K | +$450.6K | — |
| GROUP ONE TRADING LLC | 59,045 | +59,045 | $275.7K | +$275.7K | — |
| SPROTT INC. | 52,691 | +52,691 | $246.1K | +$246.1K | — |
| NORDEN GROUP LLC | 49,125 | +49,125 | $229.4K | +$229.4K | — |
| KIECKHEFER GROUP LLC | 40,000 | +40,000 | $186.8K | +$186.8K | — |
| Andina Capital Management, LLC | 38,019 | +38,019 | $177.5K | +$177.5K | — |
| Rockefeller Capital Management L.P. | 37,977 | +37,977 | $177.4K | +$177.4K | — |
| Johnson Financial Group, LLC | 31,942 | +31,942 | $149.2K | +$149.2K | — |
| PRELUDE CAPITAL MANAGEMENT, LLC | 26,469 | +26,469 | $123.6K | +$123.6K | — |
| Values First Advisors, Inc. | 25,088 | +25,088 | $117.2K | +$117.2K | — |
| Adams Wealth Management | 23,664 | +23,664 | $110.5K | +$110.5K | — |
| CacheTech Inc. | 23,664 | +23,664 | $110.5K | +$110.5K | — |
| SIMPLEX TRADING, LLC | 21,671 | +21,671 | $101.2K | +$101.2K | — |
| TRUIST FINANCIAL CORP | 18,000 | +18,000 | $84.1K | +$84.1K | — |
| EP Wealth Advisors, LLC | 14,895 | +14,895 | $69.6K | +$69.6K | — |
| Focus Partners Wealth | 14,482 | +14,482 | $67.6K | +$67.6K | — |
| MGO ONE SEVEN LLC | 11,945 | +11,945 | $55.8K | +$55.8K | — |
| Jacobs Equity LLC | 11,872 | +11,872 | $55.4K | +$55.4K | — |
| Cetera Investment Advisers | 11,220 | +11,220 | $52.4K | +$52.4K | — |
| Blue Owl Capital Holdings LP | 10,000 | +10,000 | $46.7K | +$46.7K | — |
| EverSource Wealth Advisors, LLC | 4,925 | +4,925 | $23.0K | +$23.0K | — |
| Dynamic Wealth Strategies, LLC | 4,681 | +4,681 | $21.9K | +$21.9K | — |
| Tower Research Capital LLC (TRC) | 3,989 | +3,989 | $18.6K | +$18.6K | — |
| Farther Finance Advisors, LLC | 2,440 | +2,440 | $11.4K | +$11.4K | — |
| Kohmann Bosshard Financial Services, LLC | 2,257 | +2,257 | $10.5K | +$10.5K | — |
| Bogart Wealth, LLC | 1,934 | +1,934 | $9.0K | +$9.0K | — |
| IFP Advisors, Inc | 1,300 | +1,300 | $6.6K | +$6.6K | — |
| CALDWELL SUTTER CAPITAL, INC. | 1,000 | +1,000 | $4.7K | +$4.7K | — |
| Physician Wealth Advisors, Inc. | 893 | +893 | $4.2K | +$4.2K | — |
| Basepoint Wealth LLC | 882 | +882 | $4.1K | +$4.1K | — |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 845 | +845 | $3.9K | +$3.9K | — |
| Bernard Wealth Management Corp. | 700 | +700 | $3.3K | +$3.3K | — |
| McIlrath & Eck, LLC | 692 | +692 | $3.2K | +$3.2K | — |
| Allworth Financial LP | 373 | +373 | $1.7K | +$1.7K | — |
| JFS WEALTH ADVISORS, LLC | 294 | +294 | $1.4K | +$1.4K | — |
| DV EQUITIES, LLC | 200 | +200 | $934 | +$934 | — |
| Principia Wealth Advisory, LLC | 170 | +170 | $891 | +$891 | — |
| Caitlin John, LLC | 179 | +179 | $836 | +$836 | — |
| Root Financial Partners, LLC | 176 | +176 | $822 | +$822 | — |
| ORG Wealth Partners, LLC | 176 | +176 | $821 | +$821 | — |
| IAG Wealth Partners, LLC | 145 | +145 | $677 | +$677 | — |
| Arax Advisory Partners | 133 | +133 | $622 | +$622 | — |
| Summit Global Investments | 109,037 | +109,037 | $509 | +$509 | — |
| Legacy Wealth Managment, LLC/ID | 58 | +58 | $271 | +$271 | — |
| SWAN Capital LLC | 53 | +53 | $248 | +$248 | — |
| Glass Jacobson Investment Advisors llc | 26 | +26 | $122 | +$122 | — |
| Virtu Financial LLC | 14,331 | +14,331 | $67 | +$67 | — |
Added To(26)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| Hudson Bay Capital Management LP | 5,294,466 | +3,301,883 | $24.7M | +$13.2M | 165.7% |
| Harvest Investment Services, LLC | 644,703 | +634,237 | $3.0M | +$2.9M | 6060.0% |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 663,509 | +651,596 | $2.8M | +$2.7M | 5469.6% |
| UBS Group AG | 289,023 | +289,022 | $1.3M | +$1.3M | 28902200.0% |
| LPL Financial LLC | 579,615 | +4,240 | $2.7M | -$636.1K | 0.7% |
| MORGAN STANLEY | 101,534 | +96,075 | $474.2K | +$442.4K | 1759.9% |
| RAYMOND JAMES FINANCIAL INC | 422,016 | +33,228 | $2.0M | -$288.0K | 8.5% |
| COMMONWEALTH EQUITY SERVICES, LLC | 59,805 | +2,126 | $279.3K | +$279.0K | 3.7% |
| Stratos Wealth Partners, LTD. | 220,142 | +85,606 | $1.0M | +$246.4K | 63.6% |
| Soviero Asset Management, LP | 260,000 | +70,000 | $1.2M | +$110.3K | 36.8% |
| JPMORGAN CHASE & CO | 17,384 | +16,139 | $81.2K | +$74.0K | 1296.3% |
| Byrne Asset Management LLC | 22,200 | +14,248 | $103.7K | +$57.5K | 179.2% |
| CAPTRUST FINANCIAL ADVISORS | 44,616 | +384 | $208.4K | -$48.6K | 0.9% |
| JONES FINANCIAL COMPANIES LLLP | 14,541 | +9,547 | $67.9K | +$48.1K | 191.2% |
| OSAIC HOLDINGS, INC. | 16,946 | +10,380 | $79.1K | +$41.3K | 158.1% |
| Pacific Capital Wealth Advisors, Inc. | 40,218 | +1,070 | $187.8K | -$39.6K | 2.7% |
| BANK OF AMERICA CORP /DE/ | 34,168 | +579 | $159.6K | -$35.6K | 1.7% |
| WELLS FARGO & COMPANY/MN | 6,100 | +5,074 | $28.5K | +$22.5K | 494.5% |
| JANE STREET GROUP, LLC | 22,500 | +5,959 | $105.1K | +$9.0K | 36.0% |
| Sepio Capital, LP | 1,017,192 | +200,963 | $4.8M | +$8.0K | 24.6% |
| NewEdge Advisors, LLC | 2,553 | +1,781 | $11.9K | +$7.4K | 230.7% |
| PNC Financial Services Group, Inc. | 3,120 | +1,396 | $14.6K | +$4.6K | 81.0% |
| Royal Bank of Canada | 1,277 | +395 | $6.0K | +$1.0K | 44.8% |
| Global Retirement Partners, LLC | 882 | +267 | $4.1K | +$546 | 43.4% |
| HARBOUR INVESTMENTS, INC. | 85 | +30 | $397 | +$77 | 54.5% |
| CWM, LLC | 5,020 | +4,994 | $23 | +$23 | 19207.7% |
Reduced(17)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| Laird Norton Wetherby Trust Company, LLC | 112,456 | 0 | $525.2K | -$128.2K | 0.0% |
| Aquire Wealth Advisors, LLC | 27,859 | 0 | $130.1K | -$31.8K | 0.0% |
| Strategic Advocates LLC | 24,740 | 0 | $115.5K | -$28.2K | 0.0% |
| LMR Partners LLP | 17,500 | 0 | $81.7K | -$19.9K | 0.0% |
| Thomas J. Herzfeld Advisors, Inc. | 5,699 | 0 | $26.6K | -$6.5K | 0.0% |
| MAI Capital Management | 5,400 | 0 | $25.2K | -$6.2K | 0.0% |
| CITIGROUP INC | 5,000 | 0 | $23.4K | -$5.7K | 0.0% |
| Parallel Advisors, LLC | 2,054 | 0 | $9.6K | -$2.3K | 0.0% |
| Kentucky Trust Co | 535 | 0 | $2.5K | -$610 | 0.0% |
| Pillar Financial Advisors, LLC | 385 | 0 | $1.8K | -$439 | 0.0% |
| Tidemark, LLC | 176 | 0 | $822 | -$201 | 0.0% |
| Atlantic Union Bankshares Corp | 170 | 0 | $794 | -$194 | 0.0% |
| BFSG, LLC | 133 | 0 | $622 | -$151 | 0.0% |
| Sunbelt Securities, Inc. | 117 | 0 | $546 | -$134 | 0.0% |
| Key Financial Inc | 42 | 0 | $196 | -$130 | 0.0% |
| Polar Asset Management Partners Inc. | 262,502 | 0 | $0 | $0 | 0.0% |
| Coston, McIsaac & Partners | 85 | 0 | $0 | $0 | 0.0% |
Sold Out(11)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| CORRECT CAPITAL WEALTH MANAGEMENT | 0 | -1,769,328 | $0 | -$10.3M | — |
| Almanack Investment Partners, LLC. | 0 | -44,232 | $0 | -$257.0K | — |
| GPS Wealth Strategies Group, LLC | 0 | -35,858 | $0 | -$208.3K | — |
| FIFTH LANE CAPITAL, LP | 0 | -30,000 | $0 | -$174.3K | — |
| Pasadena Private Wealth, LLC | 0 | -16,334 | $0 | -$94.9K | — |
| D. E. Shaw & Co., Inc. | 0 | -10,130 | $0 | -$58.9K | — |
| SALEM INVESTMENT COUNSELORS INC | 0 | -358 | $0 | -$2.1K | — |
| Blue Trust, Inc. | 0 | -240 | $0 | -$1.4K | — |
| Advisory Services Network, LLC | 0 | -173 | $0 | -$1.0K | — |
| HRT FINANCIAL LP | 0 | -53,427 | $0 | -$310 | — |
| Clear Street Group Inc. | 0 | -51 | $0 | -$296 | — |