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1 May 2026
13F QoQ Ownership Changes

BFLY Institutional Holders

Period 2025-12-31 · prior 2025-09-30 · 47 new · 72 added · 82 reduced · 19 exited

New Positions(47)

ManagerSharesΔ SharesValueΔ Value% Δ
Stoic Point Capital Management LLC749,850+749,850$2.8M+$2.8M
POLEN CAPITAL MANAGEMENT LLC472,971+472,971$1.8M+$1.8M
MARSHALL WACE, LLP419,574+419,574$1.6M+$1.6M
Skyview Financial Group LLC277,309+277,309$1.1M+$1.1M
Gotham Asset Management, LLC228,929+228,929$869.9K+$869.9K
Clough Capital Partners L P222,490+222,490$845.5K+$845.5K
Quent Capital, LLC183,500+183,500$697.3K+$697.3K
XTX Topco Ltd137,223+137,223$521.4K+$521.4K
Counterpoint Mutual Funds LLC152,147+152,147$346.9K+$346.9K
Keenan, LLC89,175+89,175$338.9K+$338.9K
D. E. Shaw & Co., Inc.66,791+66,791$253.8K+$253.8K
Scientech Research LLC61,692+61,692$234.4K+$234.4K
Walleye Capital LLC48,049+48,049$182.6K+$182.6K
LOS ANGELES CAPITAL MANAGEMENT LLC79,420+79,420$162.0K+$162.0K
Walleye Trading LLC42,549+42,549$161.7K+$161.7K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors34,500+34,500$131.1K+$131.1K
TOCQUEVILLE ASSET MANAGEMENT L.P.30,000+30,000$114.0K+$114.0K
MERCER GLOBAL ADVISORS INC /ADV18,919+18,919$105.3K+$105.3K
IEQ CAPITAL, LLC26,500+26,500$100.7K+$100.7K
Focus Partners Wealth23,396+23,396$88.9K+$88.9K
Kestra Advisory Services, LLC21,515+21,515$81.8K+$81.8K
HighTower Advisors, LLC21,303+21,303$81.0K+$81.0K
Kovack Advisors, Inc.19,000+19,000$72.2K+$72.2K
Hudson Bay Capital Management LP15,620+15,620$59.4K+$59.4K
CIBC WORLD MARKETS CORP12,963+12,963$49.3K+$49.3K
BANK OF MONTREAL /CAN/12,417+12,417$47.2K+$47.2K
Merit Financial Group, LLC11,830+11,830$45.0K+$45.0K
Brevan Howard Capital Management LP11,596+11,596$44.1K+$44.1K
Atlatl Advisers LLC11,082+11,082$42.1K+$42.1K
Sanctuary Advisors, LLC10,482+10,482$39.8K+$39.8K
SFMG, LLC10,286+10,286$39.1K+$39.1K
ExodusPoint Capital Management, LP10,011+10,011$38.0K+$38.0K
Wisconsin Wealth Advisors, LLC10,000+10,000$38.0K+$38.0K
Sound Income Strategies, LLC1,200+1,200$5.0K+$5.0K
Aster Capital Management (DIFC) Ltd752+752$2.9K+$2.9K
GAMMA Investing LLC562+562$2.1K+$2.1K
Allworth Financial LP529+529$2.0K+$2.0K
HRT FINANCIAL LP469,270+469,270$1.8K+$1.8K
ALGERT GLOBAL LLC382,141+382,141$1.5K+$1.5K
US BANCORP \DE\197+197$749+$749
ROTHSCHILD INVESTMENT LLC182+182$692+$692
YANKCOM Partnership150+150$570+$570
SageView Advisory Group, LLC80+80$304+$304
Parallel Advisors, LLC62+62$236+$236
Smartleaf Asset Management LLC35+35$134+$134
FNY Investment Advisers, LLC21,700+21,700$81+$81
Mount Yale Investment Advisors, LLC40+40$80+$80

Added To(72)

ManagerSharesΔ SharesValueΔ Value% Δ
GLENVIEW CAPITAL MANAGEMENT, LLC14,335,055+4,379,911$54.5M+$35.3M44.0%
BlackRock, Inc.14,931,079+1,095,839$56.7M+$30.0M7.9%
VANGUARD GROUP INC11,315,969+275,889$43.0M+$21.7M2.5%
Hood River Capital Management LLC6,954,486+1,548,360$26.4M+$16.0M28.6%
AWM Investment Company, Inc.3,400,000+3,000,000$12.9M+$12.1M750.0%
ARK Investment Management LLC6,244,427+99,079$23.7M+$11.9M1.6%
MILLENNIUM MANAGEMENT LLC3,174,053+1,653,168$12.1M+$9.1M108.7%
BANK OF AMERICA CORP /DE/2,436,284+2,301,034$9.3M+$9.0M1701.3%
GEODE CAPITAL MANAGEMENT, LLC4,679,120+75,243$17.8M+$8.9M1.6%
First Light Asset Management, LLC2,812,131+1,684,133$10.7M+$8.5M149.3%
SUSQUEHANNA INTERNATIONAL GROUP, LLP2,650,670+963,644$10.1M+$6.8M57.1%
DIMENSIONAL FUND ADVISORS LP1,801,081+1,006,095$6.8M+$5.3M126.5%
MORGAN STANLEY2,325,929+442,906$8.8M+$5.2M23.5%
DEUTSCHE BANK AG\1,652,237+1,008,556$6.3M+$5.0M156.7%
SEI INVESTMENTS CO1,759,723+617,674$6.7M+$4.5M54.1%
UBS Group AG2,171,041+10,849$8.2M+$4.1M0.5%
JANE STREET GROUP, LLC1,254,606+869,514$4.8M+$4.0M225.8%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC1,772,563+124,359$6.7M+$3.6M7.5%
GOLDMAN SACHS GROUP INC962,391+570,960$3.7M+$2.9M145.9%
JPMORGAN CHASE & CO763,351+681,630$2.9M+$2.7M834.1%
Squarepoint Ops LLC716,712+597,462$2.7M+$2.5M501.0%
DNB Asset Management AS780,335+419,197$3.0M+$2.3M116.1%
RAYMOND JAMES FINANCIAL INC822,642+53,110$3.1M+$1.6M6.9%
Palumbo Wealth Management LLC413,317+267,238$1.6M+$1.3M182.9%
Nuveen, LLC552,131+124,472$2.1M+$1.3M29.1%
Bank of New York Mellon Corp495,743+64,110$1.9M+$1.1M14.8%
CITIGROUP INC280,583+250,012$1.1M+$1.0M817.8%
Invesco Ltd.387,881+60,538$1.5M+$842.2K18.5%
Voleon Capital Management LP225,727+166,609$857.8K+$743.7K281.8%
CAPTRUST FINANCIAL ADVISORS286,543+72,021$1.1M+$674.8K33.6%
WELLS FARGO & COMPANY/MN222,007+96,149$843.6K+$600.7K76.4%
IQ EQ FUND MANAGEMENT (IRELAND) Ltd230,350+74,510$875.3K+$574.6K47.8%
ALLIANCEBERNSTEIN L.P.192,000+105,700$729.6K+$563.0K122.5%
RHUMBLINE ADVISERS248,782+9,893$945.4K+$484.3K4.1%
Green Alpha Advisors, LLC176,371+11,518$670.2K+$352.0K7.0%
Pathstone Holdings, LLC145,240+1,134$551.9K+$273.8K0.8%
INTECH INVESTMENT MANAGEMENT LLC111,075+30,245$422.1K+$266.1K37.4%
FRANKLIN RESOURCES INC135,246+217$513.9K+$253.3K0.2%
BLAIR WILLIAM & CO/IL129,500+1,000$492.1K+$244.1K0.8%
Russell Investments Group, Ltd.64,310+48,299$244.4K+$213.5K301.7%
BARCLAYS PLC372,021+96,988$744.0K+$213.2K35.3%
AMERICAN CENTURY COMPANIES INC69,259+34,663$263.2K+$196.4K100.2%
STIFEL FINANCIAL CORP54,496+26,082$207.1K+$152.2K91.8%
KESTRA PRIVATE WEALTH SERVICES, LLC55,517+5,500$211.0K+$114.4K11.0%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC47,318+13,618$192.1K+$107.9K40.4%
FMR LLC47,249+7,376$179.5K+$102.6K18.5%
Creative Planning36,158+15,805$137.4K+$98.1K77.7%
BNP PARIBAS ARBITRAGE, SNC45,592+6,582$173.3K+$98.0K16.9%
Opal Wealth Advisors, LLC36,679+3,355$139.4K+$75.1K10.1%
ProShare Advisors LLC35,811+2,967$136.1K+$72.7K9.0%
JONES FINANCIAL COMPANIES LLLP20,768+17,492$78.9K+$72.3K533.9%
Rockefeller Capital Management L.P.16,456+15,456$62.5K+$60.6K1545.6%
AMERIPRISE FINANCIAL INC21,100+8,057$80.2K+$55.0K61.8%
Vanguard Personalized Indexing Management, LLC22,705+3,557$86.3K+$49.3K18.6%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO14,305+9,805$54.4K+$45.7K217.9%
VICTORY CAPITAL MANAGEMENT INC22,074+715$83.9K+$42.7K3.3%
Farther Finance Advisors, LLC15,281+3,098$58.1K+$34.6K25.4%
XPONANCE, INC.15,294+310$58.1K+$29.2K2.1%
Chicago Partners Investment Group LLC11,748+54$53.0K+$27.1K0.5%
Clear Harbor Asset Management, LLC12,455+700$47.3K+$24.6K6.0%
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM12,066+72$45.9K+$22.7K0.6%
Cetera Investment Advisers11,389+475$43.3K+$22.2K4.3%
Federation des caisses Desjardins du Quebec6,652+650$25.2K+$13.7K10.8%
Steward Partners Investment Advisory, LLC3,960+2,100$15.0K+$11.5K112.9%
NISA INVESTMENT ADVISORS, LLC2,626+1,998$10.0K+$8.8K318.1%
New England Capital Financial Advisors LLC2,000+700$7.6K+$5.1K53.8%
Sterling Capital Management LLC1,310+845$5.0K+$4.1K181.7%
PNC Financial Services Group, Inc.2,051+15$7.8K+$3.9K0.7%
PRICE T ROWE ASSOCIATES INC /MD/116,395+14,446$443+$24614.2%
Cambridge Investment Research Advisors, Inc.27,017+1,662$103+$546.5%
VALLEY NATIONAL ADVISERS INC22,208+1,100$84+$445.2%
CWM, LLC3,316+736$13+$828.5%

Reduced(82)

ManagerSharesΔ SharesValueΔ Value% Δ
Fosun International Ltd10,716,6300$40.7M+$20.0M0.0%
STATE STREET CORP5,373,002-582,959$20.4M+$8.9M-9.8%
NORTHERN TRUST CORP1,473,125-39,504$5.6M+$2.7M-2.6%
ISTHMUS PARTNERS, LLC689,2220$2.6M+$2.6M0.0%
CITADEL ADVISORS LLC846,218-2,065,555$3.2M-$2.4M-70.9%
PERKINS CAPITAL MANAGEMENT INC923,780-500$3.5M+$1.7M-0.1%
Royal Bank of Canada28,903-414,017$110.0K-$785.0K-93.5%
Parkman Healthcare Partners LLC100,835-501,357$383.2K-$779.1K-83.3%
OPPENHEIMER & CO INC330,454-1,250$1.3M+$615.5K-0.4%
COMMONWEALTH EQUITY SERVICES, LLC155,768-1,187$591.9K+$591.6K-0.8%
Schonfeld Strategic Advisors LLC81,320-362,791$309.0K-$548.1K-81.7%
LPL Financial LLC225,580-2,858$857.2K+$416.3K-1.3%
Verition Fund Management LLC172,3910$655.1K+$322.4K0.0%
Diametric Capital, LP138,341-257,023$525.7K-$237.4K-65.0%
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.117,309-7,617$445.8K+$204.7K-6.1%
ADVISOR GROUP HOLDINGS, INC.89,963-3,485$341.9K+$169.3K-3.7%
SBI Securities Co., Ltd.138,834-50,433$527.6K+$162.3K-26.6%
MetLife Investment Management, LLC89,956-8,066$341.8K+$152.7K-8.2%
Procyon Advisors, LLC77,3820$294.1K+$144.7K0.0%
SIMPLEX TRADING, LLC35,425-59,655$134.6K+$134.4K-62.7%
PRELUDE CAPITAL MANAGEMENT, LLC24,922-84,452$94.7K-$116.4K-77.2%
NEW YORK STATE COMMON RETIREMENT FUND60,8000$231.0K+$113.7K0.0%
Police & Firemen's Retirement System of New Jersey57,0920$216.9K+$106.8K0.0%
MANUFACTURERS LIFE INSURANCE COMPANY, THE59,463-5,815$226.0K+$100.0K-8.9%
Golden State Wealth Management, LLC48,0000$182.4K+$89.8K0.0%
Legal & General Group Plc42,169-1,147$160.2K+$76.6K-2.6%
Geneos Wealth Management Inc.40,6540$154.5K+$76.0K0.0%
Rinkey Investments41,600-2,500$158.1K+$73.0K-5.7%
180 WEALTH ADVISORS, LLC36,382-209$138.3K+$67.6K-0.6%
Csenge Advisory Group36,1000$137.2K+$67.5K0.0%
Voya Investment Management LLC35,6150$135.3K+$66.6K0.0%
LAZARI CAPITAL MANAGEMENT, INC.31,7200$120.5K+$59.3K0.0%
Summit Trail Advisors, LLC26,7860$101.8K+$50.1K0.0%
Spectrum Planning & Advisory Services Inc.23,6700$89.9K+$44.3K0.0%
Zurcher Kantonalbank (Zurich Cantonalbank)63,454-38,998$241.1K+$43.4K-38.1%
TWO SIGMA INVESTMENTS, LP20,437-1,661$77.7K+$35.0K-7.5%
James J. Burns & Company, LLC18,0000$68.4K+$33.7K0.0%
Sound View Wealth Advisors Group, LLC16,0000$60.8K+$29.9K0.0%
GREEN SQUARE CAPITAL ADVISORS LLC15,0000$57.0K+$27.0K0.0%
AXQ CAPITAL, LP26,257-12,248$99.8K+$25.5K-31.8%
Ameritas Investment Partners, Inc.16,221-3,390$61.6K+$23.8K-17.3%
Ashton Thomas Private Wealth, LLC12,5000$47.5K+$23.4K0.0%
MACKENZIE FINANCIAL CORP12,1300$46.2K+$22.8K0.0%
PRUDENTIAL FINANCIAL INC16,210-3,905$61.6K+$22.8K-19.4%
Flagship Private Wealth, LLC11,6530$44.3K+$21.8K0.0%
HARTLINE INVESTMENT CORP/11,5000$43.7K+$21.5K0.0%
49 WEALTH MANAGEMENT, LLC11,4330$43.4K+$21.4K0.0%
AQR CAPITAL MANAGEMENT LLC19,631-7,945$74.6K+$21.4K-28.8%
Mariner, LLC11,412-595$43.4K+$20.2K-5.0%
Verdence Capital Advisors LLC11,956-105$45.4K+$18.9K-0.9%
PFS Partners, LLC10,0000$38.0K+$18.7K0.0%
Savant Capital, LLC10,000-1$38.0K+$18.7K0.0%
Y-Intercept (Hong Kong) Ltd13,010-3,559$49.4K+$17.5K-21.5%
Tower Research Capital LLC (TRC)8,644-147$32.8K+$15.9K-1.7%
PRINCIPAL FINANCIAL GROUP INC11,494-3,195$43.7K+$15.3K-21.8%
CIBC Private Wealth Group, LLC7,8040$29.7K+$14.6K0.0%
Seneca Financial Advisors LLC30,000-23,526$114.0K+$10.7K-44.0%
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.91,016-93,496$345.9K-$10.2K-50.7%
TWO SIGMA ADVISERS, LP11,000-5,900$41.8K+$9.2K-34.9%
Rialto Wealth Management, LLC2,5250$9.6K+$4.7K0.0%
HighMark Wealth Management LLC2,3900$9.1K+$4.5K0.0%
TD Waterhouse Canada Inc.2,0000$7.6K+$3.8K0.0%
Clearstead Advisors, LLC1,750-1$6.7K+$3.3K-0.1%
EverSource Wealth Advisors, LLC1,5000$5.7K+$2.8K0.0%
FINANCIAL CONSULATE, INC1,4340$5.5K+$2.7K0.0%
Anchor Investment Management, LLC1,2000$4.6K+$2.2K0.0%
Caitong International Asset Management Co., Ltd5,188-6,007$19.7K-$1.9K-53.6%
HARBOUR INVESTMENTS, INC.1,0000$3.8K+$1.9K0.0%
LRI Investments, LLC1,0000$3.8K+$1.9K0.0%
TRUST CO OF TOLEDO NA /OH/1,0000$3.8K+$1.9K0.0%
WHITTIER TRUST CO OF NEVADA INC1,0000$4.1K+$1.7K0.0%
Wealth Preservation Advisors, LLC9190$3.5K+$1.7K0.0%
SRS Capital Advisors, Inc.707-1,473$2.7K-$1.5K-67.6%
Atlantic Edge Private Wealth Management, LLC5000$1.9K+$9350.0%
Sunbelt Securities, Inc.3000$1.1K+$5610.0%
SWAN Capital LLC1000$380+$1870.0%
MAI Capital Management500$190+$930.0%
SG Americas Securities, LLC10,433-29,346$40-$37-73.8%
AdvisorNet Financial, Inc60$23+$110.0%
AMALGAMATED BANK6,156-404$23+$10-6.2%
Roble, Belko & Company, Inc2,0000$8+$40.0%
HUNTINGTON NATIONAL BANK10$4+$20.0%

Sold Out(19)

ManagerSharesΔ SharesValueΔ Value% Δ
WOLVERINE TRADING, LLC0-148,294$0-$290.7K
IMC-Chicago, LLC0-134,915$0-$260.4K
EntryPoint Capital, LLC0-133,428$0-$257.5K
OneAscent Financial Services LLC0-109,830$0-$212.0K
Dynamic Advisor Solutions LLC0-104,017$0-$200.8K
ARDSLEY ADVISORY PARTNERS LP0-50,000$0-$96.5K
LEVIN CAPITAL STRATEGIES, L.P.0-35,000$0-$67.5K
CIBC Bancorp USA Inc.0-20,475$0-$39.5K
Kovitz Investment Group Partners, LLC0-19,250$0-$37.2K
Neuberger Berman Group LLC0-16,606$0-$32.0K
Cerity Partners LLC0-10,769$0-$20.8K
CROWLEY WEALTH MANAGEMENT, INC.0-10,000$0-$19.3K
Advisory Services Network, LLC0-2,650$0-$5.1K
SIGNATUREFD, LLC0-1,500$0-$2.9K
SouthState Corp0-1,123$0-$2.2K
PRINCIPAL SECURITIES, INC.0-652$0-$1.3K
GSA CAPITAL PARTNERS LLP0-314,147$0-$606
FSA Wealth Management LLC0-297$0-$573
New Millennium Group LLC0-10$0-$19