13F QoQ Ownership Changes
BKU Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 61 new · 79 added · 164 reduced · 50 exited
New Positions(61)
Added To(79)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| HoldCo Asset Management, LP | 3,535,282 | +2,598,382 | $157.6M | +$121.8M | 277.3% |
| MILLENNIUM MANAGEMENT LLC | 1,399,655 | +1,279,712 | $62.4M | +$57.8M | 1066.9% |
| CITADEL ADVISORS LLC | 1,057,685 | +1,051,985 | $47.1M | +$46.9M | 18455.9% |
| UBS Group AG | 1,170,378 | +935,370 | $52.2M | +$43.2M | 398.0% |
| Balyasny Asset Management L.P. | 1,542,020 | +652,926 | $68.7M | +$34.8M | 73.4% |
| STATE STREET CORP | 4,437,792 | +149,450 | $197.8M | +$34.1M | 3.5% |
| DIMENSIONAL FUND ADVISORS LP | 4,632,552 | +36,097 | $206.5M | +$31.1M | 0.8% |
| WELLINGTON MANAGEMENT GROUP LLP | 3,155,793 | +84,971 | $140.7M | +$23.5M | 2.8% |
| AMERICAN CENTURY COMPANIES INC | 2,313,438 | +149,502 | $103.1M | +$20.5M | 6.9% |
| Point72 Asset Management, L.P. | 440,545 | +374,444 | $19.6M | +$17.1M | 566.5% |
| GOLDMAN SACHS GROUP INC | 867,039 | +220,577 | $38.6M | +$14.0M | 34.1% |
| FRONTIER CAPITAL MANAGEMENT CO LLC | 771,143 | +124,176 | $34.4M | +$9.7M | 19.2% |
| MORGAN STANLEY | 1,005,982 | +44,924 | $44.8M | +$8.2M | 4.7% |
| VICTORY CAPITAL MANAGEMENT INC | 305,519 | +109,379 | $13.6M | +$6.1M | 55.8% |
| Bridgewater Associates, LP | 267,373 | +100,415 | $11.9M | +$5.5M | 60.1% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 477,881 | +22,236 | $21.3M | +$3.9M | 4.9% |
| Nuveen, LLC | 486,986 | +9,422 | $21.7M | +$3.5M | 2.0% |
| KENNEDY CAPITAL MANAGEMENT LLC | 257,270 | +43,015 | $11.5M | +$3.3M | 20.1% |
| AQR CAPITAL MANAGEMENT LLC | 400,639 | +11,326 | $17.9M | +$3.0M | 2.9% |
| Empowered Funds, LLC | 299,312 | +22,260 | $13.3M | +$2.8M | 8.0% |
| WELLS FARGO & COMPANY/MN | 319,224 | +17,604 | $14.2M | +$2.7M | 5.8% |
| BARCLAYS PLC | 274,667 | +80,453 | $9.8M | +$2.4M | 41.4% |
| BNP PARIBAS FINANCIAL MARKETS | 69,765 | +49,342 | $3.1M | +$2.3M | 241.6% |
| PICTON MAHONEY ASSET MANAGEMENT | 27,108 | +27,076 | $1.2M | +$1.2M | 84612.5% |
| DEUTSCHE BANK AG\ | 172,756 | +1,918 | $7.7M | +$1.2M | 1.1% |
| Swiss National Bank | 148,400 | +2,600 | $6.6M | +$1.1M | 1.8% |
| EJF Capital LLC | 74,209 | +11,795 | $3.3M | +$925.8K | 18.9% |
| Rafferty Asset Management, LLC | 133,547 | +643 | $6.0M | +$880.6K | 0.5% |
| Y-Intercept (Hong Kong) Ltd | 32,614 | +16,218 | $1.5M | +$827.9K | 98.9% |
| CITIGROUP INC | 117,756 | +1,420 | $5.2M | +$809.0K | 1.2% |
| IEQ CAPITAL, LLC | 83,442 | +2,347 | $3.7M | +$624.4K | 2.9% |
| Cerity Partners LLC | 22,734 | +10,813 | $1.0M | +$558.4K | 90.7% |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 70,971 | +1,835 | $3.2M | +$524.9K | 2.6% |
| Mariner, LLC | 26,542 | +5,173 | $1.2M | +$367.7K | 24.2% |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 21,908 | +5,587 | $976.4K | +$353.6K | 34.2% |
| Vestmark Advisory Solutions, Inc. | 33,332 | +2,630 | $1.5M | +$314.0K | 8.6% |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 36,594 | +1,353 | $1.6M | +$286.2K | 3.8% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 35,080 | +108 | $1.6M | +$229.0K | 0.3% |
| PROFUND ADVISORS LLC | 9,106 | +2,867 | $405.9K | +$167.8K | 46.0% |
| Quantinno Capital Management LP | 14,653 | +1,529 | $653.1K | +$152.3K | 11.7% |
| KLP KAPITALFORVALTNING AS | 16,100 | +900 | $717.6K | +$137.5K | 5.9% |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 17,213 | +300 | $767.2K | +$121.8K | 1.8% |
| ProShare Advisors LLC | 14,680 | +458 | $654.3K | +$111.6K | 3.2% |
| AE Wealth Management LLC | 7,903 | +1,512 | $352.3K | +$108.4K | 23.6% |
| Fiduciary Trust Co | 7,425 | +1,501 | $330.9K | +$104.9K | 25.3% |
| Maryland State Retirement & Pension System | 10,980 | +167 | $489.4K | +$76.8K | 1.5% |
| NISA INVESTMENT ADVISORS, LLC | 10,368 | +63 | $462.1K | +$68.9K | 0.6% |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 8,588 | +163 | $382.8K | +$61.3K | 1.9% |
| Global Retirement Partners, LLC | 1,372 | +1,364 | $61.1K | +$60.8K | 17050.0% |
| GAMMA Investing LLC | 5,690 | +558 | $253.6K | +$57.8K | 10.9% |
| Pallas Capital Advisors LLC | 7,354 | +36 | $327.8K | +$48.5K | 0.5% |
| XPONANCE, INC. | 5,988 | +47 | $266.9K | +$40.2K | 0.8% |
| Smartleaf Asset Management LLC | 1,810 | +358 | $80.8K | +$25.3K | 24.6% |
| Larson Financial Group LLC | 517 | +464 | $23.0K | +$21.0K | 875.5% |
| JONES FINANCIAL COMPANIES LLLP | 1,391 | +29 | $62.0K | +$9.5K | 2.1% |
| UMB Bank, n.a. | 481 | +149 | $21.4K | +$8.8K | 44.9% |
| ROTHSCHILD INVESTMENT LLC | 417 | +141 | $18.6K | +$8.1K | 51.1% |
| NewEdge Advisors, LLC | 816 | +6 | $36.4K | +$5.5K | 0.7% |
| Stone House Investment Management, LLC | 138 | +116 | $6.2K | +$5.3K | 527.3% |
| FIFTH THIRD BANCORP | 549 | +24 | $24.5K | +$4.4K | 4.6% |
| Farther Finance Advisors, LLC | 514 | +28 | $22.9K | +$4.4K | 5.8% |
| Prestige Wealth Management Group LLC | 144 | +120 | $5.1K | +$4.2K | 500.0% |
| Root Financial Partners, LLC | 333 | +50 | $14.8K | +$4.0K | 17.7% |
| BESSEMER GROUP INC | 82,987 | +82,396 | $3.7K | +$3.7K | 13941.8% |
| MassMutual Private Wealth & Trust, FSB | 230 | +30 | $10.3K | +$2.6K | 15.0% |
| JFS WEALTH ADVISORS, LLC | 99 | +26 | $4.4K | +$1.6K | 35.6% |
| ASSETMARK, INC | 35 | +34 | $1.6K | +$1.5K | 3400.0% |
| Bare Financial Services, Inc | 141 | +12 | $6.3K | +$1.4K | 9.3% |
| SOA Wealth Advisors, LLC. | 117 | +1 | $5.2K | +$785 | 0.9% |
| MAI Capital Management | 26 | +11 | $1.2K | +$586 | 73.3% |
| HARBOR CAPITAL ADVISORS, INC. | 31,633 | +2,849 | $1.4K | +$312 | 9.9% |
| State of Alaska, Department of Revenue | 41,447 | +516 | $1.8K | +$286 | 1.3% |
| Bay Harbor Wealth Management, LLC | 10 | +5 | $445 | +$255 | 100.0% |
| CWM, LLC | 17,977 | +1,750 | $801 | +$182 | 10.8% |
| Rialto Wealth Management, LLC | 10 | +3 | $446 | +$178 | 42.9% |
| AMALGAMATED BANK | 21,863 | +51 | $974 | +$142 | 0.2% |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,228 | +399 | $55 | +$23 | 48.1% |
| Covestor Ltd | 1,673 | +289 | $75 | +$22 | 20.9% |
| HANTZ FINANCIAL SERVICES, INC. | 1,472 | +255 | $66 | +$20 | 20.9% |