13F QoQ Ownership Changes
BDL Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 0 new · 0 added · 11 reduced · 4 exited
Reduced(11)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| DIMENSIONAL FUND ADVISORS LP | 63,747 | 0 | $1.9M | -$145.3K | 0.0% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 35,666 | -608 | $1.0M | -$139.9K | -1.7% |
| RENAISSANCE TECHNOLOGIES LLC | 32,993 | -800 | $976.6K | -$100.7K | -2.4% |
| VANGUARD GROUP INC | 23,278 | -40 | $686.2K | -$57.1K | -0.2% |
| Empowered Funds, LLC | 15,007 | 0 | $427.7K | -$50.7K | 0.0% |
| UBS Group AG | 197 | -1,502 | $5.6K | -$48.5K | -88.4% |
| GEODE CAPITAL MANAGEMENT, LLC | 6,980 | -389 | $206.7K | -$28.3K | -5.3% |
| MORGAN STANLEY | 4,761 | -37 | $135.7K | -$17.3K | -0.8% |
| BlackRock, Inc. | 1,213 | -291 | $34.6K | -$13.4K | -19.3% |
| BANK OF AMERICA CORP /DE/ | 12 | -8 | $342 | -$296 | -40.0% |
| Ceeto Capital Group, LLC | 17,550 | 0 | $500 | -$59 | 0.0% |
Sold Out(4)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| Royal Bank of Canada | 0 | -14,000 | $0 | -$416.0K | — |
| Farther Finance Advisors, LLC | 0 | -37 | $0 | -$1.2K | — |
| OSAIC HOLDINGS, INC. | 0 | -90 | $0 | -$701 | — |
| JPMORGAN CHASE & CO | 0 | -1 | $0 | -$32 | — |