13F QoQ Ownership Changes
ATI Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 148 new · 166 added · 252 reduced · 53 exited
New Positions(148)
Added To(166)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| FMR LLC | 5,074,824 | +175,654 | $582.4M | +$183.9M | 3.6% |
| Capital Research Global Investors | 3,611,724 | +386,754 | $414.5M | +$152.2M | 12.0% |
| Invesco Ltd. | 3,384,924 | +233,010 | $388.5M | +$132.1M | 7.4% |
| AQR CAPITAL MANAGEMENT LLC | 1,019,840 | +889,912 | $117.0M | +$106.6M | 684.9% |
| UBS Group AG | 1,193,129 | +702,656 | $136.9M | +$97.0M | 143.3% |
| Jain Global LLC | 665,276 | +643,937 | $76.3M | +$74.6M | 3017.7% |
| PRUDENTIAL FINANCIAL INC | 796,436 | +567,124 | $91.4M | +$72.7M | 247.3% |
| AMERICAN CENTURY COMPANIES INC | 1,590,017 | +215,585 | $182.5M | +$70.7M | 15.7% |
| Point72 Asset Management, L.P. | 800,277 | +491,083 | $91.8M | +$66.7M | 158.8% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 1,007,959 | +21,367 | $115.7M | +$35.4M | 2.2% |
| MILLENNIUM MANAGEMENT LLC | 522,381 | +184,790 | $59.9M | +$32.5M | 54.7% |
| BANK OF AMERICA CORP /DE/ | 799,074 | +65,466 | $91.7M | +$32.0M | 8.9% |
| JANE STREET GROUP, LLC | 414,198 | +204,891 | $47.5M | +$30.5M | 97.9% |
| MARSHALL WACE, LLP | 628,285 | +114,146 | $72.1M | +$30.3M | 22.2% |
| Nuveen, LLC | 547,541 | +128,134 | $62.8M | +$28.7M | 30.6% |
| FEDERATED HERMES, INC. | 545,854 | +54,005 | $62.6M | +$22.6M | 11.0% |
| PEAK6 LLC | 218,443 | +151,443 | $25.1M | +$19.6M | 226.0% |
| Allianz Asset Management GmbH | 242,511 | +133,047 | $27.8M | +$18.9M | 121.5% |
| Gotham Asset Management, LLC | 290,996 | +93,461 | $33.4M | +$17.3M | 47.3% |
| TRAN CAPITAL MANAGEMENT, L.P. | 352,322 | +62,908 | $40.4M | +$16.9M | 21.7% |
| JPMORGAN CHASE & CO | 354,881 | +21,690 | $40.7M | +$13.6M | 6.5% |
| ALLIANCEBERNSTEIN L.P. | 306,517 | +34,749 | $35.2M | +$13.1M | 12.8% |
| Weiss Asset Management LP | 119,031 | +108,790 | $13.7M | +$12.8M | 1062.3% |
| Walleye Capital LLC | 131,098 | +103,661 | $15.0M | +$12.8M | 377.8% |
| Man Group plc | 131,661 | +103,140 | $15.1M | +$12.8M | 361.6% |
| CANADA PENSION PLAN INVESTMENT BOARD | 245,526 | +8,900 | $28.2M | +$8.9M | 3.8% |
| Epoch Investment Partners, Inc. | 90,299 | +51,419 | $10.4M | +$7.2M | 132.3% |
| CAPITAL FUND MANAGEMENT S.A. | 119,375 | +38,599 | $13.7M | +$7.1M | 47.8% |
| Mariner, LLC | 54,091 | +47,549 | $6.2M | +$5.7M | 726.8% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 144,329 | +618 | $16.6M | +$4.9M | 0.4% |
| BLAIR WILLIAM & CO/IL | 44,102 | +40,415 | $5.1M | +$4.8M | 1096.1% |
| SEI INVESTMENTS CO | 119,585 | +2,088 | $13.7M | +$4.2M | 1.8% |
| TD Asset Management Inc | 47,781 | +31,244 | $5.5M | +$4.1M | 188.9% |
| PIER 88 INVESTMENT PARTNERS LLC | 40,912 | +33,910 | $4.7M | +$4.1M | 484.3% |
| STIFEL FINANCIAL CORP | 97,630 | +8,174 | $11.2M | +$3.9M | 9.1% |
| COMERICA BANK | 72,427 | +17,210 | $8.3M | +$3.8M | 31.2% |
| Quantbot Technologies LP | 37,674 | +31,375 | $4.3M | +$3.8M | 498.1% |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 100,200 | +5,605 | $11.5M | +$3.8M | 5.9% |
| Advisors Asset Management, Inc. | 97,321 | +5,462 | $11.2M | +$3.7M | 5.9% |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 82,786 | +10,075 | $9.5M | +$3.6M | 13.8% |
| FACT Capital, LP | 103,102 | +1,702 | $11.8M | +$3.6M | 1.7% |
| Engineers Gate Manager LP | 37,426 | +26,781 | $4.3M | +$3.4M | 251.6% |
| Cerity Partners LLC | 33,983 | +27,911 | $3.9M | +$3.4M | 459.7% |
| CITIGROUP INC | 93,933 | +2,329 | $10.8M | +$3.3M | 2.5% |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 53,462 | +16,900 | $6.1M | +$3.2M | 46.2% |
| NEOS Investment Management LLC | 78,117 | +2,101 | $9.0M | +$2.8M | 2.8% |
| TEMA ETFS LLC | 78,117 | +2,101 | $9.0M | +$2.8M | 2.8% |
| Walleye Trading LLC | 54,362 | +11,462 | $6.2M | +$2.7M | 26.7% |
| ENVESTNET ASSET MANAGEMENT INC | 63,317 | +7,765 | $7.3M | +$2.7M | 14.0% |
| CREDIT AGRICOLE S A | 39,022 | +13,963 | $4.5M | +$2.4M | 55.7% |
| Erste Asset Management GmbH | 25,780 | +18,600 | $3.0M | +$2.4M | 259.1% |
| PANAGORA ASSET MANAGEMENT INC | 25,436 | +19,458 | $2.9M | +$2.4M | 325.5% |
| Candelo Capital Management LP | 63,396 | +2,500 | $7.3M | +$2.3M | 4.1% |
| Waverly Advisors, LLC | 59,843 | +709 | $6.9M | +$2.1M | 1.2% |
| Creative Planning | 32,464 | +11,880 | $3.7M | +$2.1M | 57.7% |
| JANUS HENDERSON GROUP PLC | 60,508 | +154 | $6.9M | +$2.0M | 0.3% |
| Expect Equity LLC | 28,410 | +13,060 | $3.3M | +$2.0M | 85.1% |
| MERCER GLOBAL ADVISORS INC /ADV | 25,726 | +11,933 | $3.0M | +$1.8M | 86.5% |
| Russell Investments Group, Ltd. | 30,019 | +10,144 | $3.4M | +$1.8M | 51.0% |
| Freemont Management S.A. | 19,900 | +13,200 | $2.3M | +$1.7M | 197.0% |
| Quantinno Capital Management LP | 32,963 | +7,784 | $3.8M | +$1.7M | 30.9% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 25,648 | +8,939 | $3.1M | +$1.7M | 53.5% |
| Hennion & Walsh Asset Management, Inc. | 25,214 | +10,004 | $2.9M | +$1.7M | 65.8% |
| 1492 Capital Management LLC | 42,292 | +1,982 | $4.9M | +$1.6M | 4.9% |
| Tidal Investments LLC | 19,027 | +11,526 | $2.2M | +$1.6M | 153.7% |
| Voya Investment Management LLC | 41,574 | +1,991 | $4.8M | +$1.6M | 5.0% |
| MACKENZIE FINANCIAL CORP | 18,849 | +9,090 | $2.2M | +$1.4M | 93.1% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 27,536 | +4,262 | $3.2M | +$1.3M | 18.3% |
| Cetera Investment Advisers | 15,183 | +8,413 | $1.7M | +$1.2M | 124.3% |
| KLP KAPITALFORVALTNING AS | 30,400 | +1,000 | $3.5M | +$1.1M | 3.4% |
| SIMPLEX TRADING, LLC | 9,545 | +4,585 | $1.1M | +$1.1M | 92.4% |
| &PARTNERS | 16,107 | +6,368 | $1.8M | +$1.1M | 65.4% |
| NOMURA HOLDINGS INC | 19,327 | +4,875 | $2.2M | +$1.0M | 33.7% |
| HighTower Advisors, LLC | 27,722 | +1,154 | $3.2M | +$1.0M | 4.3% |
| Curi Capital, LLC | 16,107 | +4,267 | $1.8M | +$885.4K | 36.0% |
| Polymer Capital Management (US) LLC | 9,437 | +6,791 | $1.1M | +$867.8K | 256.6% |
| OSAIC HOLDINGS, INC. | 20,907 | +309 | $2.4M | +$786.7K | 1.5% |
| Vanguard Personalized Indexing Management, LLC | 16,166 | +2,700 | $1.9M | +$759.9K | 20.1% |
| Pictet Asset Management Holding SA | 20,752 | +519 | $2.4M | +$735.7K | 2.6% |
| Global Retirement Partners, LLC | 6,115 | +6,035 | $701.8K | +$695.3K | 7543.8% |
| JONES FINANCIAL COMPANIES LLLP | 15,619 | +1,579 | $1.8M | +$629.7K | 11.2% |
| M&T Bank Corp | 7,407 | +4,669 | $850.2K | +$627.9K | 170.5% |
| Atria Investments, Inc | 16,887 | +714 | $1.9M | +$622.4K | 4.4% |
| Bragg Financial Advisors, Inc | 15,985 | +611 | $1.8M | +$583.9K | 4.0% |
| AlphaQuest LLC | 9,519 | +3,033 | $1.1M | +$564.8K | 46.8% |
| EVERGREEN CAPITAL MANAGEMENT LLC | 10,069 | +2,683 | $1.2M | +$554.7K | 36.3% |
| QUADRANT CAPITAL GROUP LLC | 15,773 | +289 | $1.8M | +$550.6K | 1.9% |
| Tower Research Capital LLC (TRC) | 7,980 | +3,431 | $915.8K | +$545.8K | 75.4% |
| State of Wyoming | 5,218 | +3,723 | $598.8K | +$477.2K | 249.0% |
| DARK FOREST CAPITAL MANAGEMENT LP | 9,542 | +2,360 | $1.1M | +$474.9K | 32.9% |
| Federation des caisses Desjardins du Quebec | 10,859 | +1,313 | $1.2M | +$469.7K | 13.8% |
| Sequoia Financial Advisors, LLC | 6,976 | +2,552 | $800.6K | +$440.7K | 57.7% |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 10,228 | +950 | $1.2M | +$419.1K | 10.2% |
| Brooklyn Investment Group | 6,687 | +2,168 | $779.9K | +$412.3K | 48.0% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 8,921 | +1,325 | $1.0M | +$405.9K | 17.4% |
| Crossmark Global Holdings, Inc. | 9,807 | +943 | $1.1M | +$404.5K | 10.6% |
| Waldron Private Wealth LLC | 9,903 | +400 | $1.1M | +$363.5K | 4.2% |
| Brevan Howard Capital Management LP | 8,403 | +735 | $964.3K | +$340.6K | 9.6% |
| ARISTEIA CAPITAL, L.L.C. | 6,529 | +1,449 | $749.3K | +$336.1K | 28.5% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 9,751 | +42 | $1.1M | +$329.3K | 0.4% |
| Bank of Marin | 7,423 | +551 | $851.9K | +$292.9K | 8.0% |
| Concurrent Investment Advisors, LLC | 5,510 | +1,275 | $632.3K | +$287.9K | 30.1% |
| CHOREO, LLC | 4,296 | +1,569 | $499.1K | +$277.3K | 57.5% |
| MEEDER ASSET MANAGEMENT INC | 2,680 | +2,258 | $307.6K | +$273.2K | 535.1% |
| TRUIST FINANCIAL CORP | 7,455 | +265 | $855.5K | +$270.7K | 3.7% |
| MML INVESTORS SERVICES, LLC | 7,189 | +263 | $825.0K | +$261.7K | 3.8% |
| D.A. DAVIDSON & CO. | 7,202 | +140 | $826.5K | +$252.1K | 2.0% |
| Mayflower Financial Advisors, LLC | 4,975 | +985 | $571.0K | +$246.4K | 24.7% |
| Bayforest Capital Ltd | 2,615 | +1,941 | $300.1K | +$245.3K | 288.0% |
| F/m Investments LLC | 4,651 | +1,004 | $533.7K | +$237.1K | 27.5% |
| Farther Finance Advisors, LLC | 3,322 | +1,375 | $381.2K | +$222.9K | 70.6% |
| ALPS ADVISORS INC | 6,042 | +52 | $693.4K | +$206.2K | 0.9% |
| EverSource Wealth Advisors, LLC | 3,867 | +910 | $443.8K | +$203.3K | 30.8% |
| Rockefeller Capital Management L.P. | 3,224 | +967 | $370.0K | +$186.4K | 42.8% |
| JOURNEY STRATEGIC WEALTH LLC | 4,801 | +284 | $551.0K | +$183.6K | 6.3% |
| CIBC Asset Management Inc | 4,248 | +267 | $487.5K | +$163.7K | 6.7% |
| GAMMA Investing LLC | 3,377 | +597 | $387.5K | +$161.4K | 21.5% |
| Vontobel Holding Ltd. | 3,279 | +623 | $376.3K | +$160.3K | 23.4% |
| ROTHSCHILD INVESTMENT LLC | 1,487 | +1,298 | $170.6K | +$155.3K | 686.8% |
| TD PRIVATE CLIENT WEALTH LLC | 1,431 | +1,177 | $164.2K | +$143.6K | 463.4% |
| Fifth Third Wealth Advisors LLC | 3,974 | +10 | $456.1K | +$133.6K | 0.3% |
| Ballentine Partners, LLC | 3,533 | +186 | $405.4K | +$133.2K | 5.5% |
| Keystone Financial Group | 2,875 | +175 | $329.9K | +$110.3K | 6.5% |
| Accel Wealth Management | 3,048 | +2 | $349.8K | +$102.0K | 0.1% |
| UMB Bank, n.a. | 1,974 | +182 | $226.5K | +$80.8K | 10.2% |
| Pilgrim Partners Asia Pte Ltd | 1,460 | +340 | $167.6K | +$76.4K | 30.4% |
| Versant Capital Management, Inc | 1,758 | +90 | $201.7K | +$66.1K | 5.4% |
| Smartleaf Asset Management LLC | 1,283 | +193 | $149.0K | +$62.7K | 17.7% |
| Parallel Advisors, LLC | 1,539 | +51 | $176.6K | +$55.6K | 3.4% |
| Lido Advisors, LLC | 3,962 | +178 | $360.9K | +$53.1K | 4.7% |
| JFS WEALTH ADVISORS, LLC | 1,371 | +38 | $157.3K | +$48.9K | 2.9% |
| Clearstead Advisors, LLC | 598 | +346 | $68.6K | +$48.1K | 137.3% |
| CIBC Private Wealth Group LLC | 950 | +180 | $109.0K | +$46.4K | 23.4% |
| FIFTH THIRD BANCORP | 1,356 | +1 | $155.6K | +$45.4K | 0.1% |
| ARK Investment Management LLC | 889 | +147 | $102.0K | +$41.7K | 19.8% |
| Activest Wealth Management | 834 | +125 | $95.7K | +$38.0K | 17.6% |
| True Wealth Design, LLC | 260 | +225 | $29.8K | +$27.0K | 642.9% |
| ASSETMARK, INC | 485 | +69 | $55.7K | +$21.8K | 16.6% |
| SJS Investment Consulting Inc. | 172 | +159 | $19.7K | +$18.7K | 1223.1% |
| SIGNATUREFD, LLC | 441 | +20 | $50.6K | +$16.4K | 4.8% |
| MassMutual Private Wealth & Trust, FSB | 418 | +5 | $48.0K | +$14.4K | 1.2% |
| Parkside Financial Bank & Trust | 267 | +50 | $30.6K | +$13.0K | 23.0% |
| Itau Unibanco Holding S.A. | 246 | +44 | $28.2K | +$11.8K | 21.8% |
| NATIXIS ADVISORS, LLC | 151,265 | +75,342 | $17.4K | +$11.2K | 99.2% |
| Root Financial Partners, LLC | 258 | +23 | $29.6K | +$10.5K | 9.8% |
| Quent Capital, LLC | 69 | +67 | $7.9K | +$7.8K | 3350.0% |
| SG Americas Securities, LLC | 68,417 | +62,529 | $7.9K | +$7.4K | 1062.0% |
| HRT FINANCIAL LP | 64,091 | +54,760 | $7.4K | +$6.6K | 586.9% |
| ALGERT GLOBAL LLC | 127,945 | +20,045 | $14.7K | +$5.9K | 18.6% |
| Larson Financial Group LLC | 80 | +34 | $9.2K | +$5.4K | 73.9% |
| SBI Securities Co., Ltd. | 56 | +37 | $6.4K | +$4.9K | 194.7% |
| Bare Financial Services, Inc | 88 | +6 | $10.1K | +$3.4K | 7.3% |
| CWM, LLC | 27,312 | +25,430 | $3.1K | +$3.0K | 1351.2% |
| CENTRAL TRUST Co | 66 | +3 | $7.6K | +$2.5K | 4.8% |
| Janney Montgomery Scott LLC | 39,014 | +11,134 | $4.5K | +$2.2K | 39.9% |
| Bell Investment Advisors, Inc | 33 | +12 | $3.8K | +$2.1K | 57.1% |
| Thrivent Financial for Lutherans | 47,287 | +1,165 | $5.4K | +$1.7K | 2.5% |
| Bay Harbor Wealth Management, LLC | 11 | +5 | $1.3K | +$774 | 83.3% |
| HANTZ FINANCIAL SERVICES, INC. | 20,041 | +1,054 | $2.3K | +$756 | 5.5% |
| THOROUGHBRED FINANCIAL SERVICES, LLC | 13,953 | +2,040 | $1.6K | +$632 | 17.1% |
| Rialto Wealth Management, LLC | 12 | +2 | $1.4K | +$564 | 20.0% |
| Cambridge Investment Research Advisors, Inc. | 14,275 | +428 | $1.6K | +$512 | 3.1% |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 4,981 | +3,536 | $577 | +$459 | 244.7% |
| HFM Investment Advisors, LLC | 8 | +1 | $919 | +$350 | 14.3% |
| Covestor Ltd | 1,971 | +1,829 | $226 | +$214 | 1288.0% |
| HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | 4,150 | +500 | $476 | +$178 | 13.7% |