13F QoQ Ownership Changes
ATOM Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 20 new · 32 added · 43 reduced · 10 exited
New Positions(20)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| MARSHALL WACE, LLP | 179,276 | +179,276 | $396.2K | +$396.2K | — |
| Pathstone Holdings, LLC | 167,905 | +167,905 | $371.1K | +$371.1K | — |
| XTX Topco Ltd | 96,270 | +96,270 | $212.8K | +$212.8K | — |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 38,047 | +38,047 | $114.5K | +$114.5K | — |
| Aristides Capital LLC | 33,500 | +33,500 | $74.0K | +$74.0K | — |
| Jain Global LLC | 31,143 | +31,143 | $68.8K | +$68.8K | — |
| Sanctuary Advisors, LLC | 10,507 | +10,507 | $46.4K | +$46.4K | — |
| Vanguard Personalized Indexing Management, LLC | 10,298 | +10,298 | $22.8K | +$22.8K | — |
| ACT WEALTH MANAGEMENT, LLC | 10,000 | +10,000 | $22.1K | +$22.1K | — |
| Smartleaf Asset Management LLC | 6,000 | +6,000 | $13.1K | +$13.1K | — |
| GROUP ONE TRADING LLC | 2,705 | +2,705 | $6.0K | +$6.0K | — |
| TUCKER ASSET MANAGEMENT LLC | 1,360 | +1,360 | $3.0K | +$3.0K | — |
| New Millennium Group LLC | 750 | +750 | $1.7K | +$1.7K | — |
| GAMMA Investing LLC | 658 | +658 | $1.5K | +$1.5K | — |
| Fortitude Family Office, LLC | 230 | +230 | $508 | +$508 | — |
| Lodestone Wealth Management LLC | 170 | +170 | $376 | +$376 | — |
| GSA CAPITAL PARTNERS LLP | 95,783 | +95,783 | $212 | +$212 | — |
| HRT FINANCIAL LP | 13,561 | +13,561 | $29 | +$29 | — |
| Allworth Financial LP | 9 | +9 | $20 | +$20 | — |
| Avion Wealth | 430 | +430 | $0 | $0 | — |
Added To(32)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| BlackRock, Inc. | 1,973,176 | +76,330 | $4.4M | -$4.0M | 4.0% |
| VANGUARD GROUP INC | 1,645,828 | +9,890 | $3.6M | -$3.6M | 0.6% |
| GEODE CAPITAL MANAGEMENT, LLC | 740,985 | +17,658 | $1.6M | -$1.6M | 2.4% |
| AVENIR CORP | 614,385 | +10,000 | $1.4M | -$1.3M | 1.6% |
| HOLLENCREST CAPITAL MANAGEMENT | 606,546 | +7,179 | $1.3M | -$1.3M | 1.2% |
| Quantum Private Wealth, LLC | 598,847 | +71,739 | $1.3M | -$1.0M | 13.6% |
| STATE STREET CORP | 489,147 | +42,569 | $1.1M | -$892.9K | 9.5% |
| Sargent Investment Group, LLC | 166,050 | +2,500 | $367.0K | -$355.9K | 1.5% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 73,576 | +74 | $162.6K | -$162.3K | 0.1% |
| JANE STREET GROUP, LLC | 171,424 | +121,457 | $378.8K | +$158.0K | 243.1% |
| GOLDMAN SACHS GROUP INC | 138,761 | +34,132 | $306.7K | -$155.8K | 32.6% |
| COMMONWEALTH EQUITY SERVICES, LLC | 66,922 | +200 | $147.9K | +$147.6K | 0.3% |
| BARCLAYS PLC | 52,312 | +10,481 | $263.7K | +$78.8K | 25.1% |
| TWO SIGMA ADVISERS, LP | 62,700 | +43,000 | $138.6K | +$51.5K | 218.3% |
| Nuveen, LLC | 60,813 | +22,644 | $134.4K | -$34.3K | 59.3% |
| FMR LLC | 16,562 | +15,573 | $36.6K | +$32.2K | 1574.6% |
| AQR CAPITAL MANAGEMENT LLC | 22,210 | +4,475 | $49.1K | -$29.3K | 25.2% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 13,911 | +440 | $30.7K | -$28.8K | 3.3% |
| JPMORGAN CHASE & CO | 12,910 | +831 | $28.5K | -$24.9K | 6.9% |
| MORGAN STANLEY | 171,001 | +89,429 | $377.9K | +$17.4K | 109.6% |
| Federation des caisses Desjardins du Quebec | 10,828 | +8,228 | $23.9K | +$12.4K | 316.5% |
| WELLS FARGO & COMPANY/MN | 34,249 | +14,553 | $75.7K | -$11.4K | 73.9% |
| BANK OF AMERICA CORP /DE/ | 29,105 | +12,015 | $64.3K | -$11.2K | 70.3% |
| BNP PARIBAS FINANCIAL MARKETS | 6,752 | +863 | $14.9K | -$11.1K | 14.7% |
| Russell Investments Group, Ltd. | 2,689 | +265 | $5.9K | -$4.8K | 10.9% |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 1,853 | +26 | $4.1K | -$4.0K | 1.4% |
| Tower Research Capital LLC (TRC) | 4,447 | +1,391 | $9.8K | -$3.7K | 45.5% |
| TWO SIGMA INVESTMENTS, LP | 181,328 | +90,386 | $400.7K | -$1.2K | 99.4% |
| Sterling Capital Management LLC | 190 | +119 | $420 | +$106 | 167.6% |
| Virtu Financial LLC | 46,830 | +34,286 | $103 | +$48 | 273.3% |
| PNC Financial Services Group, Inc. | 13 | +1 | $29 | -$24 | 8.3% |
| CWM, LLC | 1,195 | +1,140 | $3 | +$3 | 2072.7% |
Reduced(43)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| Baird Financial Group, Inc. | 312,120 | -663,541 | $689.8K | -$3.6M | -68.0% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 71,846 | -239,937 | $158.8K | -$1.2M | -77.0% |
| CITADEL ADVISORS LLC | 116,993 | -193,005 | $258.6K | -$1.1M | -62.3% |
| NORTHERN TRUST CORP | 276,128 | -17,406 | $610.2K | -$687.2K | -5.9% |
| BARD ASSOCIATES INC | 100 | -143,875 | $221 | -$636.1K | -99.9% |
| Westside Investment Management, Inc. | 149,447 | -38,505 | $330.3K | -$500.5K | -20.5% |
| BROWN ADVISORY INC | 100,243 | -52,200 | $221.5K | -$452.3K | -34.2% |
| UBS Group AG | 152,915 | -17,248 | $337.9K | -$414.2K | -10.1% |
| D. E. Shaw & Co., Inc. | 58,494 | -56,640 | $129.3K | -$379.6K | -49.2% |
| Royal Bank of Canada | 5,954 | -68,044 | $13.0K | -$360.0K | -92.0% |
| Hilltop Holdings Inc. | 24,200 | -61,600 | $53.5K | -$325.8K | -71.8% |
| DEUTSCHE BANK AG\ | 24,329 | -22,661 | $53.8K | -$153.9K | -48.2% |
| Bank of New York Mellon Corp | 60,333 | -2,793 | $133.3K | -$145.7K | -4.4% |
| CHANNEL WEALTH LLC | 46,850 | -4,700 | $103.5K | -$124.3K | -9.1% |
| RHUMBLINE ADVISERS | 38,285 | -3,061 | $84.6K | -$98.1K | -7.4% |
| Invesco Ltd. | 15,451 | -13,939 | $34.1K | -$95.8K | -47.4% |
| ADVISORY RESEARCH INC | 20,000 | 0 | $44.2K | -$44.2K | 0.0% |
| NEW YORK STATE COMMON RETIREMENT FUND | 19,300 | 0 | $42.7K | -$42.7K | 0.0% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 16,891 | 0 | $37.3K | -$37.3K | 0.0% |
| INTECH INVESTMENT MANAGEMENT LLC | 13,511 | -1,107 | $29.9K | -$34.8K | -7.6% |
| ALLIANCEBERNSTEIN L.P. | 13,800 | 0 | $30.5K | -$30.5K | 0.0% |
| Foundations Investment Advisors, LLC | 12,500 | 0 | $27.6K | -$27.6K | 0.0% |
| SLT Holdings LLC | 12,500 | 0 | $27.6K | -$27.6K | 0.0% |
| CIM INVESTMENT MANAGEMENT INC | 10,906 | 0 | $24.1K | -$24.1K | 0.0% |
| Gleason Group, Inc. | 10,500 | 0 | $23.2K | -$23.2K | 0.0% |
| SCS Capital Management LLC | 10,000 | 0 | $22.1K | -$22.1K | 0.0% |
| Police & Firemen's Retirement System of New Jersey | 6,951 | 0 | $15.4K | -$15.4K | 0.0% |
| AlphaQuest LLC | 5,215 | 0 | $11.5K | -$11.5K | 0.0% |
| GHP Investment Advisors, Inc. | 4,433 | 0 | $9.8K | -$9.8K | 0.0% |
| OSAIC HOLDINGS, INC. | 4,697 | -450 | $10.4K | -$8.4K | -8.7% |
| SIMPLEX TRADING, LLC | 3,426 | -34,286 | $7.6K | +$7.4K | -90.9% |
| Newbridge Financial Services Group, Inc. | 3,300 | 0 | $7.3K | -$7.3K | 0.0% |
| Legal & General Group Plc | 3,257 | 0 | $7.2K | -$7.2K | 0.0% |
| Ameritas Investment Partners, Inc. | 2,988 | 0 | $6.6K | -$6.6K | 0.0% |
| NewEdge Advisors, LLC | 2,234 | 0 | $4.9K | -$4.9K | 0.0% |
| JONES FINANCIAL COMPANIES LLLP | 1,000 | -800 | $2.2K | -$4.6K | -44.4% |
| CITIGROUP INC | 820 | -635 | $1.8K | -$4.6K | -43.6% |
| ARMSTRONG ADVISORY GROUP, INC | 665 | 0 | $1.5K | -$1.5K | 0.0% |
| SBI Securities Co., Ltd. | 264 | -1 | $583 | -$588 | -0.4% |
| Fairscale Capital, LLC | 64 | 0 | $141 | -$142 | 0.0% |
| Arax Advisory Partners | 15 | -19 | $33 | -$118 | -55.9% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 50,139 | 0 | $111 | -$111 | 0.0% |
| AMALGAMATED BANK | 949 | -50 | $2 | -$2 | -5.0% |
Sold Out(10)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| RENAISSANCE TECHNOLOGIES LLC | 0 | -60,300 | $0 | -$266.5K | — |
| Brooklyn Investment Group | 0 | -31,630 | $0 | -$139.8K | — |
| WOLVERINE TRADING, LLC | 0 | -19,700 | $0 | -$75.5K | — |
| Sigma Planning Corp | 0 | -12,750 | $0 | -$56.4K | — |
| WealthTrust Axiom LLC | 0 | -10,000 | $0 | -$44.2K | — |
| Creekmur Asset Management LLC | 0 | -2,924 | $0 | -$12.9K | — |
| Farther Finance Advisors, LLC | 0 | -2,192 | $0 | -$9.7K | — |
| Advisory Services Network, LLC | 0 | -400 | $0 | -$1.8K | — |
| Caitong International Asset Management Co., Ltd | 0 | -138 | $0 | -$610 | — |
| SG Americas Securities, LLC | 0 | -33,433 | $0 | -$148 | — |