13F QoQ Ownership Changes
ANVS Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 22 new · 17 added · 16 reduced · 8 exited
New Positions(22)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| MARSHALL WACE, LLP | 725,862 | +725,862 | $2.5M | +$2.5M | — |
| TWO SIGMA INVESTMENTS, LP | 551,837 | +551,837 | $1.9M | +$1.9M | — |
| JANE STREET GROUP, LLC | 404,757 | +404,757 | $1.4M | +$1.4M | — |
| D.A. DAVIDSON & CO. | 160,779 | +160,779 | $556.3K | +$556.3K | — |
| OMERS ADMINISTRATION Corp | 62,100 | +62,100 | $214.9K | +$214.9K | — |
| TWO SIGMA ADVISERS, LP | 45,221 | +45,221 | $156.5K | +$156.5K | — |
| Sherry Group, Inc. | 27,270 | +27,270 | $94.4K | +$94.4K | — |
| Dakota Wealth Management | 26,200 | +26,200 | $90.7K | +$90.7K | — |
| NewEdge Advisors, LLC | 20,500 | +20,500 | $70.9K | +$70.9K | — |
| GILL CAPITAL PARTNERS, LLC | 18,579 | +18,579 | $64.3K | +$64.3K | — |
| Robertson Stephens Wealth Management, LLC | 18,579 | +18,579 | $64.3K | +$64.3K | — |
| Koshinski Asset Management, Inc. | 15,010 | +15,010 | $51.9K | +$51.9K | — |
| RFG Advisory, LLC | 12,461 | +12,461 | $43.1K | +$43.1K | — |
| RKL Wealth Management LLC | 10,000 | +10,000 | $34.6K | +$34.6K | — |
| Gallacher Capital Management LLC | 10,000 | +10,000 | $5.0K | +$5.0K | — |
| Arax Advisory Partners | 1,000 | +1,000 | $3.5K | +$3.5K | — |
| IFP Advisors, Inc | 420 | +420 | $1.2K | +$1.2K | — |
| Global Retirement Partners, LLC | 100 | +100 | $346 | +$346 | — |
| Virtu Financial LLC | 26,333 | +26,333 | $91 | +$91 | — |
| FNY Investment Advisers, LLC | 2,000 | +2,000 | $6 | +$6 | — |
| CITIGROUP INC | 1 | +1 | $3 | +$3 | — |
| Avion Wealth | 229 | +229 | $0 | $0 | — |
Added To(17)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| VANGUARD GROUP INC | 923,201 | +185,198 | $3.2M | +$1.7M | 25.1% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 590,387 | +280,266 | $2.0M | +$1.4M | 90.4% |
| GEODE CAPITAL MANAGEMENT, LLC | 222,132 | +37,978 | $768.7K | +$387.4K | 20.6% |
| BlackRock, Inc. | 139,533 | +58,858 | $482.8K | +$315.8K | 73.0% |
| STATE STREET CORP | 74,035 | +35,600 | $256.2K | +$176.6K | 92.6% |
| GROUP ONE TRADING LLC | 69,126 | +34,499 | $239.2K | +$167.5K | 99.6% |
| First National Trust Co | 40,000 | +25,000 | $138.4K | +$107.3K | 166.7% |
| UBS Group AG | 30,643 | +30,010 | $106.0K | +$104.7K | 4740.9% |
| Wealthspire Advisors, LLC | 20,000 | +10,000 | $69.2K | +$48.5K | 100.0% |
| Tower Research Capital LLC (TRC) | 13,662 | +12,641 | $47.3K | +$45.2K | 1238.1% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 24,400 | +5,000 | $84.4K | +$44.3K | 25.8% |
| CWA Asset Management Group, LLC | 17,001 | +4,000 | $58.8K | +$31.9K | 30.8% |
| Bank of New York Mellon Corp | 20,058 | +1,000 | $69.4K | +$30.0K | 5.2% |
| WELLS FARGO & COMPANY/MN | 14,307 | +4,561 | $49.5K | +$29.3K | 46.8% |
| MORGAN STANLEY | 9,901 | +2,512 | $34.3K | +$19.0K | 34.0% |
| SBI Securities Co., Ltd. | 1,527 | +96 | $5.3K | +$2.3K | 6.7% |
| BANK OF AMERICA CORP /DE/ | 207 | +62 | $716 | +$416 | 42.8% |
Reduced(16)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| NORTHERN TRUST CORP | 120,862 | -198 | $418.2K | +$167.6K | -0.2% |
| Merit Financial Group, LLC | 81,316 | 0 | $281.4K | +$113.0K | 0.0% |
| Wescott Financial Advisory Group, LLC | 41,607 | 0 | $144.0K | +$57.8K | 0.0% |
| CITADEL ADVISORS LLC | 205,900 | -116,245 | $712.4K | +$45.6K | -36.1% |
| Sterling Investment Advisors, Ltd. | 23,416 | 0 | $81.0K | +$32.5K | 0.0% |
| JPMORGAN CHASE & CO | 14,900 | 0 | $51.6K | +$20.7K | 0.0% |
| Wilmington Savings Fund Society, FSB | 9,393 | 0 | $32.5K | +$13.1K | 0.0% |
| Royal Bank of Canada | 314 | -1,250 | $1.0K | -$2.0K | -79.9% |
| Rockefeller Capital Management L.P. | 1,000 | 0 | $3.5K | +$1.4K | 0.0% |
| DiNuzzo Private Wealth, Inc. | 1,000 | 0 | $3.5K | +$1.1K | 0.0% |
| PNC Financial Services Group, Inc. | 360 | 0 | $1.2K | +$501 | 0.0% |
| RHUMBLINE ADVISERS | 350 | 0 | $1.2K | +$487 | 0.0% |
| Larson Financial Group LLC | 300 | 0 | $1.0K | +$417 | 0.0% |
| OSAIC HOLDINGS, INC. | 210 | 0 | $727 | +$298 | 0.0% |
| Greenwich Wealth Management LLC | 42,400 | -5,000 | $147 | +$49 | -10.5% |
| Covestor Ltd | 2,339 | 0 | $8 | +$3 | 0.0% |
Sold Out(8)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| Lokken Investment Group LLC | 0 | -29,248 | $0 | -$60.5K | — |
| XTX Topco Ltd | 0 | -28,854 | $0 | -$59.7K | — |
| TWO SIGMA SECURITIES, LLC | 0 | -10,511 | $0 | -$21.8K | — |
| Steward Partners Investment Advisory, LLC | 0 | -1,000 | $0 | -$2.1K | — |
| BOKF, NA | 0 | -555 | $0 | -$1.1K | — |
| Rise Advisors, LLC | 0 | -333 | $0 | -$689 | — |
| HRT FINANCIAL LP | 0 | -37,579 | $0 | -$77 | — |
| SIMPLEX TRADING, LLC | 0 | -4,091 | $0 | -$8 | — |