13F QoQ Ownership Changes
BELFB Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 19 new · 20 added · 36 reduced · 5 exited
New Positions(19)
Added To(20)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| VANGUARD GROUP INC | 59,310 | +6,696 | $9.0M | +$2.9M | 12.7% |
| GEODE CAPITAL MANAGEMENT, LLC | 37,606 | +2,674 | $5.7M | +$1.6M | 7.7% |
| MILLENNIUM MANAGEMENT LLC | 12,729 | +9,656 | $1.9M | +$1.6M | 314.2% |
| STATE STREET CORP | 21,706 | +378 | $3.3M | +$813.5K | 1.8% |
| ARISTEIA CAPITAL, L.L.C. | 11,094 | +1,994 | $1.7M | +$625.3K | 21.9% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 14,475 | +484 | $2.2M | +$569.5K | 3.5% |
| UBS Group AG | 6,701 | +1,930 | $1.0M | +$462.1K | 40.5% |
| JANE STREET GROUP, LLC | 6,022 | +1,788 | $914.1K | +$421.5K | 42.2% |
| Qube Research & Technologies Ltd | 4,230 | +1,774 | $642.1K | +$356.4K | 72.2% |
| MORGAN STANLEY | 4,830 | +821 | $733.3K | +$266.8K | 20.5% |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 6,407 | +936 | $844.3K | +$207.7K | 17.1% |
| BANK OF AMERICA CORP /DE/ | 1,790 | +1,141 | $271.7K | +$196.2K | 175.8% |
| WELLS FARGO & COMPANY/MN | 1,883 | +575 | $285.8K | +$133.6K | 44.0% |
| CITIGROUP INC | 174 | +113 | $26.4K | +$19.3K | 185.2% |
| BNP PARIBAS FINANCIAL MARKETS | 354 | +35 | $53.7K | +$16.6K | 11.0% |
| BARCLAYS PLC | 2,810 | +529 | $252.5K | -$12.9K | 23.2% |
| Russell Investments Group, Ltd. | 151 | +6 | $22.9K | +$6.1K | 4.1% |
| GAMMA Investing LLC | 94 | +12 | $14.3K | +$4.7K | 14.6% |
| NISA INVESTMENT ADVISORS, LLC | 31 | +1 | $4.7K | +$1.2K | 3.3% |
| CWM, LLC | 113 | +1 | $17 | +$4 | 0.9% |
Reduced(36)
Sold Out(5)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| ADVISORY RESEARCH INC | 0 | -28,250 | $0 | -$3.3M | — |
| Makaira Partners LLC | 0 | -4,001 | $0 | -$465.5K | — |
| OSAIC HOLDINGS, INC. | 0 | -2,622 | $0 | -$300.0K | — |
| Arax Advisory Partners | 0 | -63 | $0 | -$8.2K | — |
| Advisory Services Network, LLC | 0 | -1 | $0 | -$116 | — |