13F QoQ Ownership Changes
BEIGF Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 64 new · 109 added · 111 reduced · 42 exited
New Positions(64)
Added To(109)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| Capital International Investors | 5,113,866 | +67,808 | $1.55B | -$163.0M | 1.3% |
| CITADEL ADVISORS LLC | 557,517 | +502,712 | $169.4M | +$150.7M | 917.3% |
| FMR LLC | 3,992,627 | +207,692 | $1.21B | -$76.5M | 5.5% |
| BlackRock, Inc. | 676,210 | +180,120 | $205.4M | +$36.4M | 36.3% |
| GOLDMAN SACHS GROUP INC | 148,714 | +104,483 | $45.2M | +$30.1M | 236.2% |
| BNP PARIBAS FINANCIAL MARKETS | 193,951 | +97,244 | $58.9M | +$26.0M | 100.5% |
| Jain Global LLC | 97,335 | +70,138 | $29.6M | +$20.3M | 257.9% |
| Siren, L.L.C. | 500,000 | +7,010 | $151.9M | -$16.1M | 1.4% |
| FRANKLIN RESOURCES INC | 94,594 | +52,627 | $28.7M | +$14.4M | 125.4% |
| Engineers Gate Manager LP | 47,864 | +44,428 | $14.5M | +$13.4M | 1293.0% |
| MORGAN STANLEY | 437,661 | +84,367 | $133.0M | +$12.6M | 23.9% |
| Atle Fund Management AB | 40,432 | +10,099 | $12.3M | +$11.2M | 33.3% |
| UBS Group AG | 152,087 | +47,172 | $46.2M | +$10.5M | 45.0% |
| PANAGORA ASSET MANAGEMENT INC | 32,941 | +31,676 | $10.0M | +$9.6M | 2504.0% |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 39,833 | +27,783 | $12.1M | +$8.1M | 230.6% |
| DEUTSCHE BANK AG\ | 60,656 | +30,142 | $18.4M | +$8.0M | 98.8% |
| Qube Research & Technologies Ltd | 94,848 | +32,456 | $28.8M | +$7.6M | 52.0% |
| Caption Management, LLC | 22,924 | +19,724 | $7.0M | +$5.9M | 616.4% |
| NORTHERN TRUST CORP | 40,629 | +17,695 | $12.3M | +$4.5M | 77.2% |
| Man Group plc | 248,514 | +39,498 | $75.5M | +$4.3M | 18.9% |
| CAPITAL INTERNATIONAL SARL | 152,515 | +3,956 | $46.3M | -$4.3M | 2.7% |
| ExodusPoint Capital Management, LP | 24,584 | +14,651 | $7.5M | +$4.1M | 147.5% |
| Invesco Ltd. | 14,123 | +12,849 | $4.3M | +$3.9M | 1008.5% |
| BANK OF AMERICA CORP /DE/ | 378,832 | +33,576 | $115.1M | -$2.5M | 9.7% |
| Driehaus Capital Management LLC | 23,213 | +9,852 | $7.1M | +$2.5M | 73.7% |
| CAPITAL INTERNATIONAL LTD /CA/ | 67,722 | +930 | $20.6M | -$2.2M | 1.4% |
| Slow Capital, Inc. | 27,301 | +9,280 | $8.3M | +$2.2M | 51.5% |
| Legal & General Group Plc | 54,185 | +163 | $16.5M | -$2.0M | 0.3% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 56,326 | +592 | $17.1M | -$1.9M | 1.1% |
| JENNISON ASSOCIATES LLC | 76,438 | +2,840 | $23.2M | -$1.9M | 3.9% |
| M&G PLC | 129,791 | +9,070 | $39.5M | -$1.7M | 7.5% |
| DIMENSIONAL FUND ADVISORS LP | 49,064 | +9,272 | $14.9M | +$1.4M | 23.3% |
| D. E. Shaw & Co., Inc. | 4,500 | +2,900 | $1.4M | +$822.0K | 181.3% |
| COMMONWEALTH EQUITY SERVICES, LLC | 2,471 | +1,709 | $750.6K | +$750.3K | 224.3% |
| Asset Management One Co., Ltd. | 19,998 | +88 | $6.2M | -$578.0K | 0.4% |
| LAZARD ASSET MANAGEMENT LLC | 48,221 | +6,841 | $14.7M | +$551.9K | 16.5% |
| Fiera Capital Corp | 29,900 | +4,783 | $9.1M | +$526.6K | 19.0% |
| RAYMOND JAMES FINANCIAL INC | 17,555 | +359 | $5.3M | -$525.3K | 2.1% |
| Callan Family Office, LLC | 2,674 | +1,743 | $812.4K | +$495.2K | 187.2% |
| CAPITAL GROUP INVESTMENT MANAGEMENT PTE. LTD. | 14,710 | +330 | $4.5M | -$430.2K | 2.3% |
| Mitsubishi UFJ Trust & Banking Corp | 3,556 | +1,561 | $1.1M | +$400.7K | 78.2% |
| Cerity Partners LLC | 2,167 | +1,377 | $658.3K | +$389.1K | 174.3% |
| GUGGENHEIM CAPITAL LLC | 9,148 | +2,118 | $2.8M | +$384.1K | 30.1% |
| Crossmark Global Holdings, Inc. | 8,214 | +1,973 | $2.5M | +$369.2K | 31.6% |
| FARALLON CAPITAL MANAGEMENT LLC | 2,200 | +1,100 | $709.0K | +$334.2K | 100.0% |
| STIFEL FINANCIAL CORP | 10,967 | +268 | $3.3M | -$313.5K | 2.5% |
| ASSETMARK, INC | 24,814 | +1,833 | $7.5M | -$290.9K | 8.0% |
| Creative Planning | 9,266 | +315 | $2.8M | -$234.6K | 3.5% |
| Cetera Investment Advisers | 2,748 | +860 | $834.9K | +$191.6K | 45.5% |
| Rockefeller Capital Management L.P. | 6,254 | +116 | $1.9M | -$191.2K | 1.9% |
| &PARTNERS | 2,603 | +840 | $790.8K | +$189.8K | 47.6% |
| AMERIPRISE FINANCIAL INC | 3,798 | +958 | $1.2M | +$186.3K | 33.7% |
| NEOS Investment Management LLC | 8,187 | +1,416 | $2.5M | +$180.4K | 20.9% |
| Russell Investments Group, Ltd. | 21,085 | +2,759 | $6.4M | +$162.0K | 15.1% |
| BANK OF MONTREAL /CAN/ | 8,386 | +436 | $2.5M | -$160.8K | 5.5% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 4,947 | +78 | $1.5M | -$155.9K | 1.6% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 7,495 | +400 | $2.3M | -$140.2K | 5.6% |
| Quantinno Capital Management LP | 6,690 | +1,102 | $2.0M | +$128.7K | 19.7% |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 3,811 | +724 | $1.2M | +$106.1K | 23.4% |
| Virtus Investment Advisers, LLC | 2,141 | +534 | $650.5K | +$103.0K | 33.2% |
| Bank of New York Mellon Corp | 2,777 | +4 | $843.7K | -$101.1K | 0.1% |
| Global Retirement Partners, LLC | 334 | +305 | $101.5K | +$91.6K | 1051.7% |
| QUADRANT CAPITAL GROUP LLC | 2,646 | +22 | $803.9K | -$90.1K | 0.8% |
| Brooklyn Investment Group | 1,948 | +385 | $604.5K | +$72.0K | 24.6% |
| Orion Porfolio Solutions, LLC | 2,932 | +117 | $890.8K | -$68.3K | 4.2% |
| NewEdge Advisors, LLC | 1,865 | +9 | $566.5K | -$65.7K | 0.5% |
| Avanza Fonder AB | 1,408 | +340 | $427.8K | +$63.9K | 31.8% |
| US BANCORP \DE\ | 1,913 | +382 | $581.2K | +$59.6K | 24.9% |
| Perigon Wealth Management, LLC | 2,498 | +127 | $758.9K | -$48.9K | 5.3% |
| Vanguard Personalized Indexing Management, LLC | 3,270 | +486 | $993.5K | +$45.0K | 17.4% |
| Vident Advisory, LLC | 2,052 | +347 | $623.4K | +$42.5K | 20.4% |
| Venturi Wealth Management, LLC | 1,602 | +57 | $486.7K | -$39.7K | 3.7% |
| Sequoia Financial Advisors, LLC | 1,563 | +282 | $474.9K | +$38.4K | 22.0% |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 2,106 | +122 | $639.8K | -$36.1K | 6.1% |
| MML INVESTORS SERVICES, LLC | 5,169 | +455 | $1.6M | -$35.7K | 9.7% |
| Corient Private Wealth LLC | 1,064 | +219 | $323.2K | +$35.3K | 25.9% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 2,389 | +359 | $725.8K | +$34.2K | 17.7% |
| LPL Financial LLC | 4,065 | +529 | $1.2M | +$30.3K | 15.0% |
| JONES FINANCIAL COMPANIES LLLP | 190 | +100 | $57.7K | +$28.4K | 111.1% |
| Steward Partners Investment Advisory, LLC | 725 | +3 | $220.3K | -$25.7K | 0.4% |
| BROWN BROTHERS HARRIMAN & CO | 127 | +88 | $38.6K | +$25.3K | 225.6% |
| IEQ CAPITAL, LLC | 789 | +21 | $239.7K | -$21.9K | 2.7% |
| Mariner, LLC | 883 | +32 | $268.5K | -$21.5K | 3.8% |
| NEUBERGER BERMAN GROUP LLC | 4,250 | +353 | $1.3M | -$20.6K | 9.1% |
| PNC Financial Services Group, Inc. | 1,532 | +213 | $465.4K | +$16.1K | 16.1% |
| Vise Technologies, Inc. | 924 | +144 | $280.7K | +$15.0K | 18.5% |
| ProShare Advisors LLC | 1,390 | +193 | $422.3K | +$14.5K | 16.1% |
| Ballentine Partners, LLC | 878 | +126 | $266.7K | +$10.5K | 16.8% |
| Tidal Investments LLC | 908 | +69 | $275.9K | -$10.0K | 8.2% |
| Bell Investment Advisors, Inc | 35 | +33 | $10.6K | +$10.0K | 1650.0% |
| QRG CAPITAL MANAGEMENT, INC. | 1,521 | +137 | $462.2K | -$9.5K | 9.9% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 58 | +34 | $17.6K | +$9.4K | 141.7% |
| EverSource Wealth Advisors, LLC | 317 | +7 | $96.3K | -$9.3K | 2.3% |
| Pathstone Holdings, LLC | 1,118 | +145 | $339.7K | +$8.2K | 14.9% |
| BENJAMIN EDWARDS INC | 690 | +51 | $209.6K | -$8.1K | 8.0% |
| GAMMA Investing LLC | 65 | +27 | $19.7K | +$6.8K | 71.0% |
| PFG Investments, LLC | 1,435 | +175 | $436.0K | +$6.7K | 13.9% |
| Arax Advisory Partners | 24 | +21 | $7.4K | +$6.4K | 700.0% |
| Farther Finance Advisors, LLC | 218 | +39 | $66.2K | +$5.2K | 21.8% |
| Aaron Wealth Advisors LLC | 929 | +86 | $282.2K | -$5.0K | 10.2% |
| CIBC WORLD MARKET INC. | 823 | +76 | $250.0K | -$4.5K | 10.2% |
| North Star Investment Management Corp. | 11 | +9 | $3.3K | +$2.7K | 450.0% |
| Smartleaf Asset Management LLC | 25 | +9 | $7.6K | +$2.3K | 56.3% |
| Parallel Advisors, LLC | 283 | +26 | $86.0K | -$1.6K | 10.1% |
| SIGNATUREFD, LLC | 340 | +33 | $103.2K | -$1.5K | 10.7% |
| Physician Wealth Advisors, Inc. | 14 | +3 | $4.3K | +$506 | 27.3% |
| True Wealth Design, LLC | 6 | +1 | $1.8K | +$119 | 20.0% |
| HANTZ FINANCIAL SERVICES, INC. | 1,243 | +204 | $378 | +$24 | 19.6% |
| CWM, LLC | 158 | +39 | $48 | +$7 | 32.8% |