13F QoQ Ownership Changes
ATEN Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 40 new · 81 added · 121 reduced · 35 exited
New Positions(40)
Added To(81)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| GOLDMAN SACHS GROUP INC | 1,034,491 | +414,309 | $18.3M | +$7.0M | 66.8% |
| FIRST TRUST ADVISORS LP | 2,463,337 | +429,066 | $43.6M | +$6.7M | 21.1% |
| VANGUARD GROUP INC | 7,241,762 | +6,692 | $128.1M | -$3.2M | 0.1% |
| AlphaQuest LLC | 162,685 | +147,444 | $2.9M | +$2.6M | 967.4% |
| Invesco Ltd. | 836,178 | +95,148 | $14.8M | +$1.3M | 12.8% |
| MILLENNIUM MANAGEMENT LLC | 212,072 | +67,227 | $3.8M | +$1.1M | 46.4% |
| WELLS FARGO & COMPANY/MN | 256,125 | +65,796 | $4.5M | +$1.1M | 34.6% |
| FEDERATED HERMES, INC. | 106,382 | +60,204 | $1.9M | +$1.0M | 130.4% |
| BNP PARIBAS FINANCIAL MARKETS | 210,748 | +55,583 | $3.7M | +$911.9K | 35.8% |
| Qube Research & Technologies Ltd | 622,666 | +59,190 | $11.0M | +$787.9K | 10.5% |
| TUDOR INVESTMENT CORP ET AL | 370,444 | +51,022 | $6.6M | +$755.6K | 16.0% |
| Brooklyn Investment Group | 54,854 | +40,227 | $990.1K | +$724.6K | 275.0% |
| Trexquant Investment LP | 175,738 | +41,925 | $3.1M | +$680.1K | 31.3% |
| GEODE CAPITAL MANAGEMENT, LLC | 1,777,631 | +10,052 | $31.5M | -$634.4K | 0.6% |
| RICE HALL JAMES & ASSOCIATES, LLC | 316,512 | +42,715 | $5.6M | +$629.7K | 15.6% |
| Hennion & Walsh Asset Management, Inc. | 102,919 | +36,744 | $1.8M | +$619.6K | 55.5% |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 1,435,626 | +4,268 | $25.4M | -$582.9K | 0.3% |
| TWO SIGMA INVESTMENTS, LP | 733,734 | +50,488 | $13.0M | +$578.8K | 7.4% |
| MORGAN STANLEY | 804,350 | +48,874 | $14.2M | +$517.1K | 6.5% |
| RAYMOND JAMES FINANCIAL INC | 71,399 | +28,367 | $1.3M | +$482.0K | 65.9% |
| DIMENSIONAL FUND ADVISORS LP | 1,648,788 | +15,198 | $29.2M | -$481.0K | 0.9% |
| COMMONWEALTH EQUITY SERVICES, LLC | 25,569 | +477 | $452.3K | +$451.9K | 1.9% |
| Creative Planning | 68,949 | +24,185 | $1.2M | +$407.2K | 54.0% |
| PRINCIPAL FINANCIAL GROUP INC | 452,246 | +30,823 | $8.0M | +$351.4K | 7.3% |
| TRUIST FINANCIAL CORP | 114,988 | +21,867 | $2.0M | +$344.0K | 23.5% |
| ROYCE & ASSOCIATES LP | 727,410 | +32,582 | $12.9M | +$256.8K | 4.7% |
| Aptus Capital Advisors, LLC | 450,385 | +1,962 | $8.0M | -$171.6K | 0.4% |
| Round Rock Advisors, LLC | 27,353 | +9,633 | $483.9K | +$164.6K | 54.4% |
| 1492 Capital Management LLC | 19,782 | +9,386 | $349.9K | +$161.3K | 90.3% |
| TWO SIGMA ADVISERS, LP | 474,000 | +20,600 | $8.4M | +$155.8K | 4.5% |
| CRAWFORD INVESTMENT COUNSEL INC | 302,992 | +16,175 | $5.4M | +$154.2K | 5.6% |
| FMR LLC | 16,716 | +6,711 | $295.7K | +$114.1K | 67.1% |
| Tower Research Capital LLC (TRC) | 6,888 | +4,554 | $121.8K | +$79.5K | 195.1% |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 31,734 | +5,114 | $561.4K | +$78.2K | 19.2% |
| Pacer Advisors, Inc. | 13,592 | +4,305 | $240.4K | +$71.9K | 46.4% |
| Quantinno Capital Management LP | 21,893 | +4,501 | $387.3K | +$71.6K | 25.9% |
| Fisher Asset Management, LLC | 74,557 | +4,875 | $1.3M | +$54.2K | 7.0% |
| UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC | 137,148 | +861 | $2.4M | -$47.5K | 0.6% |
| Legato Capital Management LLC | 80,115 | +4,480 | $1.4M | +$44.5K | 5.9% |
| Clearstead Advisors, LLC | 2,490 | +2,405 | $44.0K | +$42.5K | 2829.4% |
| Parkside Financial Bank & Trust | 2,408 | +2,357 | $42.6K | +$41.7K | 4621.6% |
| Allspring Global Investments Holdings, LLC | 49,547 | +4,352 | $859.6K | +$39.4K | 9.6% |
| Verity Asset Management, Inc. | 91,956 | +556 | $1.6M | -$32.2K | 0.6% |
| Integrated Quantitative Investments LLC | 19,536 | +1,936 | $345.6K | +$26.2K | 11.0% |
| GAMMA Investing LLC | 4,411 | +1,305 | $78.0K | +$21.7K | 42.0% |
| WEDGE CAPITAL MANAGEMENT L L P/NC | 120,897 | +1,882 | $2.1M | -$21.5K | 1.6% |
| Illumine Investment Management, LLC | 42,697 | +2,226 | $755.3K | +$20.7K | 5.5% |
| WINTON GROUP Ltd | 71,527 | +761 | $1.3M | -$19.1K | 1.1% |
| Farther Finance Advisors, LLC | 2,255 | +1,083 | $39.9K | +$18.6K | 92.4% |
| Swiss National Bank | 142,400 | +2,600 | $2.5M | -$18.3K | 1.9% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 728,568 | +19,356 | $12.9M | +$16.2K | 2.7% |
| KLP KAPITALFORVALTNING AS | 69,500 | +1,000 | $1.2M | -$13.8K | 1.4% |
| Salomon & Ludwin, LLC | 1,266 | +754 | $22.3K | +$12.9K | 147.3% |
| OSAIC HOLDINGS, INC. | 707 | +600 | $12.5K | +$10.6K | 560.7% |
| Penserra Capital Management LLC | 4,260,259 | +601,806 | $75.4K | +$9.0K | 16.4% |
| Nilsine Partners, LLC | 52,393 | +1,819 | $926.8K | +$8.9K | 3.6% |
| ALPS ADVISORS INC | 26,355 | +221 | $466.2K | -$8.1K | 0.8% |
| GAMCO INVESTORS, INC. ET AL | 42,750 | +750 | $756.2K | -$6.1K | 1.8% |
| Rockefeller Capital Management L.P. | 976 | +342 | $17.3K | +$5.8K | 53.9% |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 150,466 | +3,219 | $2.7M | -$4.9K | 2.2% |
| Linden Thomas Advisory Services, LLC | 14,523 | +106 | $256.9K | -$4.8K | 0.7% |
| HUNTINGTON NATIONAL BANK | 1,529 | +266 | $27.0K | +$4.1K | 21.1% |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 16,418 | +200 | $290.4K | -$3.9K | 1.2% |
| BESSEMER GROUP INC | 171,223 | +170,847 | $3.0K | +$3.0K | 45438.0% |
| Sterling Capital Management LLC | 1,031 | +135 | $18.2K | +$2.0K | 15.1% |
| ProShare Advisors LLC | 13,983 | +431 | $247.4K | +$1.4K | 3.2% |
| NISA INVESTMENT ADVISORS, LLC | 1,415 | +100 | $25.0K | +$1.2K | 7.6% |
| Engineers Gate Manager LP | 39,850 | +1,060 | $704.9K | +$908 | 2.7% |
| MassMutual Private Wealth & Trust, FSB | 1,601 | +1 | $28.3K | -$718 | 0.1% |
| CIBC Private Wealth Group LLC | 1,666 | +76 | $29.5K | +$613 | 4.8% |
| DEUTSCHE BANK AG\ | 73,288 | +1,889 | $1.3M | +$572 | 2.6% |
| Parallel Advisors, LLC | 133 | +30 | $2.4K | +$484 | 29.1% |
| Marquette Asset Management, LLC | 217 | +22 | $3.8K | +$299 | 11.3% |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 11,578 | +10,636 | $204 | +$187 | 1129.1% |
| UMB Bank, n.a. | 501 | +22 | $8.9K | +$169 | 4.6% |
| MAI Capital Management | 345 | +1 | $6.1K | -$137 | 0.3% |
| State of Alaska, Department of Revenue | 48,292 | +8,773 | $853 | +$137 | 22.2% |
| ASSETMARK, INC | 164 | +10 | $2.9K | +$106 | 6.5% |
| HANTZ FINANCIAL SERVICES, INC. | 5,020 | +4,539 | $89 | +$80 | 943.6% |
| FIFTH THIRD BANCORP | 550 | +17 | $9.7K | +$56 | 3.2% |
| Covestor Ltd | 452 | +15 | $8 | +$1 | 3.4% |
Reduced(121)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 1,448,929 | -1,250,700 | $25.6M | -$23.4M | -46.3% |
| BARCLAYS PLC | 670,109 | -695,150 | $13.0M | -$11.8M | -50.9% |
| BlackRock, Inc. | 12,985,049 | -73,058 | $229.7M | -$7.3M | -0.6% |
| RENAISSANCE TECHNOLOGIES LLC | 2,134,734 | -252,053 | $37.8M | -$5.6M | -10.6% |
| VICTORY CAPITAL MANAGEMENT INC | 166,049 | -301,318 | $2.9M | -$5.5M | -64.5% |
| Boston Trust Walden Corp | 2,440,649 | -199,343 | $43.2M | -$4.7M | -7.5% |
| Royal Bank of Canada | 5,365 | -269,390 | $95.0K | -$4.6M | -98.0% |
| STATE STREET CORP | 3,116,155 | -172,032 | $55.1M | -$4.6M | -5.2% |
| CITADEL ADVISORS LLC | 152,016 | -227,577 | $2.7M | -$4.2M | -60.0% |
| SUMMIT PARTNERS L P | 187,367 | -187,367 | $3.3M | -$3.7M | -50.0% |
| UBS Group AG | 430,199 | -175,957 | $7.6M | -$3.4M | -29.0% |
| JPMORGAN CHASE & CO | 216,998 | -163,163 | $3.8M | -$3.1M | -42.9% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 1,095,287 | -131,060 | $19.4M | -$2.9M | -10.7% |
| Banque Cantonale Vaudoise | 144,612 | -2,200 | $2.6M | +$2.6M | -1.5% |
| PRUDENTIAL FINANCIAL INC | 73,408 | -113,126 | $1.3M | -$2.1M | -60.6% |
| WELLINGTON MANAGEMENT GROUP LLP | 2,020,067 | -34,146 | $35.7M | -$1.5M | -1.7% |
| Bank of New York Mellon Corp | 665,653 | -51,748 | $11.8M | -$1.2M | -7.2% |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd | 175,493 | -62,759 | $3.1M | -$1.2M | -26.3% |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 61,162 | -60,828 | $1.1M | -$1.1M | -49.9% |
| NORTHERN TRUST CORP | 687,726 | -39,905 | $12.2M | -$1.0M | -5.5% |
| October Effect Ltd | 100,437 | -53,053 | $1.8M | -$1.0M | -34.6% |
| FRANKLIN RESOURCES INC | 102,357 | -50,670 | $1.8M | -$1.0M | -33.1% |
| Bridge City Capital, LLC | 379,342 | -40,406 | $6.7M | -$907.9K | -9.6% |
| Connor, Clark & Lunn Investment Management Ltd. | 229,660 | -39,284 | $4.1M | -$818.6K | -14.6% |
| Hillsdale Investment Management Inc. | 133,461 | -39,239 | $2.4M | -$773.6K | -22.7% |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 248,213 | -33,247 | $4.4M | -$717.6K | -11.8% |
| BANK OF AMERICA CORP /DE/ | 165,473 | -33,025 | $2.9M | -$675.5K | -16.6% |
| Voya Investment Management LLC | 217,066 | -31,402 | $3.8M | -$669.8K | -12.6% |
| Tidal Investments LLC | 29,754 | -33,754 | $526.3K | -$626.3K | -53.1% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 50,013 | -26,401 | $884.7K | -$502.2K | -34.5% |
| QSV Equity Investors LLC | 43,965 | -21,514 | $777.7K | -$410.7K | -32.9% |
| AMERICAN CENTURY COMPANIES INC | 229,477 | -16,057 | $4.1M | -$397.0K | -6.5% |
| Man Group plc | 190,333 | -16,604 | $3.4M | -$388.9K | -8.0% |
| RHUMBLINE ADVISERS | 186,899 | -15,176 | $3.3M | -$361.4K | -7.5% |
| Mirae Asset Global Investments Co., Ltd. | 23,543 | -19,021 | $416.5K | -$356.1K | -44.7% |
| PEREGRINE CAPITAL MANAGEMENT LLC | 240,813 | -11,933 | $4.3M | -$327.4K | -4.7% |
| State of Tennessee, Department of Treasury | 16,586 | -16,673 | $289.3K | -$314.4K | -50.1% |
| CITIGROUP INC | 65,064 | -15,408 | $1.2M | -$309.6K | -19.1% |
| PARADIGM CAPITAL MANAGEMENT INC/NY | 401,400 | -5,600 | $7.1M | -$286.3K | -1.4% |
| Pathstone Holdings, LLC | 11,899 | -14,835 | $210.5K | -$274.7K | -55.5% |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 66,962 | -13,137 | $1.2M | -$269.2K | -16.4% |
| AMERIPRISE FINANCIAL INC | 132,184 | -9,787 | $2.3M | -$238.4K | -6.9% |
| Legal & General Group Plc | 208,063 | -6,403 | $3.7M | -$211.9K | -3.0% |
| INTECH INVESTMENT MANAGEMENT LLC | 28,966 | -10,467 | $512.4K | -$203.3K | -26.5% |
| Amundi | 37,884 | -8,207 | $670.2K | -$190.4K | -17.8% |
| Impax Asset Management Group plc | 360,000 | 0 | $6.4M | -$165.6K | 0.0% |
| Nuveen, LLC | 161,132 | -3,263 | $2.9M | -$133.3K | -2.0% |
| Gotham Asset Management, LLC | 34,574 | -5,571 | $611.6K | -$117.0K | -13.9% |
| SEI INVESTMENTS CO | 123,356 | -2,910 | $2.2M | -$109.6K | -2.3% |
| CANADA PENSION PLAN INVESTMENT BOARD | 82,000 | -3,300 | $1.5M | -$97.6K | -3.9% |
| MERITAGE PORTFOLIO MANAGEMENT | 19,977 | -4,389 | $353.4K | -$88.8K | -18.0% |
| AQR CAPITAL MANAGEMENT LLC | 38,606 | -3,852 | $682.9K | -$87.7K | -9.1% |
| COMERICA BANK | 53,103 | -3,370 | $939.4K | -$85.6K | -6.0% |
| YOUSIF CAPITAL MANAGEMENT, LLC | 19,214 | -2,959 | $325.7K | -$76.8K | -13.3% |
| MACKENZIE FINANCIAL CORP | 100,271 | -2,405 | $1.8M | -$69.2K | -2.3% |
| LAZARD ASSET MANAGEMENT LLC | 28,162 | -2,960 | $498.2K | -$66.7K | -9.5% |
| MetLife Investment Management, LLC | 39,202 | -2,650 | $693.5K | -$66.1K | -6.3% |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 140,666 | 0 | $2.5M | -$64.7K | 0.0% |
| Cresset Asset Management, LLC | 72,409 | -1,679 | $1.3M | -$63.8K | -2.3% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 30,762 | -2,702 | $544.2K | -$63.2K | -8.1% |
| MARTINGALE ASSET MANAGEMENT L P | 100,510 | -783 | $1.8M | -$60.4K | -0.8% |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 130,741 | 0 | $2.3M | -$60.1K | 0.0% |
| Illinois Municipal Retirement Fund | 35,848 | -2,287 | $634.2K | -$58.0K | -6.0% |
| TEACHER RETIREMENT SYSTEM OF TEXAS | 96,576 | -330 | $1.7M | -$50.4K | -0.3% |
| Police & Firemen's Retirement System of New Jersey | 18,341 | -2,033 | $324.5K | -$45.3K | -10.0% |
| NEW YORK STATE COMMON RETIREMENT FUND | 97,845 | 0 | $1.7M | -$45.0K | 0.0% |
| Quantbot Technologies LP | 31,910 | -1,407 | $564.5K | -$40.2K | -4.2% |
| ALLIANCEBERNSTEIN L.P. | 69,571 | -167 | $1.2M | -$35.0K | -0.2% |
| Gallacher Capital Management LLC | 14,308 | -1,540 | $253.1K | -$34.5K | -9.7% |
| Arizona State Retirement System | 20,032 | -1,298 | $354.4K | -$32.8K | -6.1% |
| Allianz Asset Management GmbH | 67,115 | 0 | $1.2M | -$30.9K | 0.0% |
| FourThought Financial Partners, LLC | 11,591 | -1,368 | $205.0K | -$30.2K | -10.6% |
| GLOBEFLEX CAPITAL L P | 65,303 | 0 | $1.2M | -$30.0K | 0.0% |
| SAWGRASS ASSET MANAGEMENT LLC | 10,483 | -925 | $185.4K | -$21.6K | -8.1% |
| Louisiana State Employees Retirement System | 32,900 | -300 | $582.0K | -$20.6K | -0.9% |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 17,757 | -618 | $314.1K | -$19.4K | -3.4% |
| Russell Investments Group, Ltd. | 33,475 | -143 | $592.2K | -$18.0K | -0.4% |
| JONES FINANCIAL COMPANIES LLLP | 668 | -892 | $11.8K | -$16.7K | -57.2% |
| Teton Advisors, LLC | 36,000 | 0 | $636.8K | -$16.6K | 0.0% |
| HOHIMER WEALTH MANAGEMENT, LLC | 11,381 | -597 | $201.3K | -$16.1K | -5.0% |
| JANUS HENDERSON GROUP PLC | 32,278 | 0 | $570.7K | -$15.0K | 0.0% |
| Optimize Financial Inc | 23,700 | 0 | $419.3K | -$10.9K | 0.0% |
| TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA | 2,300 | -500 | $40.7K | -$10.1K | -17.9% |
| SEIZERT CAPITAL PARTNERS, LLC | 19,747 | 0 | $349.3K | -$9.1K | 0.0% |
| SIGNATUREFD, LLC | 1,226 | -461 | $21.7K | -$8.9K | -27.3% |
| IFP Advisors, Inc | 0 | 0 | $5.6K | +$5.6K | — |
| Arax Advisory Partners | 185 | -302 | $3.3K | -$5.6K | -62.0% |
| US BANCORP \DE\ | 11,954 | 0 | $211.5K | -$5.5K | 0.0% |
| CIM INVESTMENT MANAGEMENT INC | 10,771 | 0 | $190.5K | -$5.0K | 0.0% |
| Maryland State Retirement & Pension System | 10,502 | 0 | $185.8K | -$4.8K | 0.0% |
| EverSource Wealth Advisors, LLC | 187 | -208 | $3.3K | -$3.9K | -52.6% |
| NATIXIS | 2,271 | -117 | $40.2K | -$3.2K | -4.9% |
| Ameritas Investment Partners, Inc. | 6,009 | 0 | $106.3K | -$2.8K | 0.0% |
| PNC Financial Services Group, Inc. | 3,450 | -46 | $61.0K | -$2.4K | -1.3% |
| SBI Securities Co., Ltd. | 643 | -101 | $11.4K | -$2.1K | -13.6% |
| Versant Capital Management, Inc | 15 | -94 | $265 | -$1.7K | -86.2% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 1,536,628 | -36,437 | $27.2K | -$1.4K | -2.3% |
| HARBOR CAPITAL ADVISORS, INC. | 217,512 | -20,623 | $3.8K | -$474 | -8.7% |
| QUADRANT CAPITAL GROUP LLC | 873 | 0 | $15.4K | -$401 | 0.0% |
| Steigerwald, Gordon & Koch Inc. | 800 | 0 | $14.2K | -$368 | 0.0% |
| CANADA LIFE ASSURANCE Co | 62,945 | -17,320 | $1.1K | -$338 | -21.6% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 728 | 0 | $12.9K | -$335 | 0.0% |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 17,255 | -14,901 | $305 | -$279 | -46.3% |
| SG Americas Securities, LLC | 51,448 | -9,829 | $910 | -$202 | -16.0% |
| DANSKE BANK A/S | 400 | 0 | $7.1K | -$184 | 0.0% |
| WealthCollab, LLC | 390 | 0 | $6.9K | -$179 | 0.0% |
| Smartleaf Asset Management LLC | 732 | 0 | $13.1K | -$109 | 0.0% |
| Thrivent Financial for Lutherans | 49,286 | -2,767 | $872 | -$73 | -5.3% |
| Vestcor Inc | 2,709 | -3,560 | $48 | -$66 | -56.8% |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 17,891 | -2,459 | $317 | -$53 | -12.1% |
| Summit Global Investments | 67,550 | -1,181 | $1.2K | -$52 | -1.7% |
| Private Wealth Management Group, LLC | 112 | 0 | $2.0K | -$51 | 0.0% |
| Federation des caisses Desjardins du Quebec | 100 | 0 | $1.8K | -$46 | 0.0% |
| TOTH FINANCIAL ADVISORY CORP | 100 | 0 | $1.8K | -$46 | 0.0% |
| ROTHSCHILD INVESTMENT LLC | 90 | 0 | $1.6K | -$42 | 0.0% |
| FARMERS & MERCHANTS INVESTMENTS INC | 50 | 0 | $885 | -$23 | 0.0% |
| SouthState Corp | 34 | 0 | $602 | -$16 | 0.0% |
| AMALGAMATED BANK | 20,986 | -187 | $371 | -$13 | -0.9% |
| CWM, LLC | 3,034 | -606 | $54 | -$12 | -16.6% |
| LSV ASSET MANAGEMENT | 10,400 | 0 | $184 | -$5 | 0.0% |
| Truvestments Capital LLC | 0 | 0 | $7 | $0 | — |