13F QoQ Ownership Changes
BLND Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 33 new · 52 added · 107 reduced · 47 exited
New Positions(33)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| CYPRESS POINT INVESTMENT MANAGEMENT LP | 11,847,964 | +11,847,964 | $36.0M | +$36.0M | — |
| Haveli Investment Management LLC | 10,848,873 | +10,848,873 | $33.0M | +$33.0M | — |
| Irenic Capital Management LP | 3,114,949 | +3,114,949 | $9.5M | +$9.5M | — |
| Potrero Capital Research LLC | 1,661,123 | +1,661,123 | $5.0M | +$5.0M | — |
| Whetstone Capital Advisors, LLC | 1,171,079 | +1,171,079 | $3.6M | +$3.6M | — |
| Militia Capital Partners, LP | 1,100,000 | +1,100,000 | $3.3M | +$3.3M | — |
| Stoic Point Capital Management LLC | 1,067,560 | +1,067,560 | $3.2M | +$3.2M | — |
| Kazazian Asset Management, LLC | 385,420 | +385,420 | $1.2M | +$1.2M | — |
| EP Wealth Advisors, LLC | 228,537 | +228,537 | $694.8K | +$694.8K | — |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 88,741 | +88,741 | $269.8K | +$269.8K | — |
| New Insight Wealth Advisors | 45,355 | +45,355 | $137.9K | +$137.9K | — |
| Y-Intercept (Hong Kong) Ltd | 40,926 | +40,926 | $124.4K | +$124.4K | — |
| Ulysses Management LLC | 25,800 | +25,800 | $78.4K | +$78.4K | — |
| Schonfeld Strategic Advisors LLC | 25,123 | +25,123 | $76.4K | +$76.4K | — |
| WINTON GROUP Ltd | 24,700 | +24,700 | $75.1K | +$75.1K | — |
| RPO LLC | 21,768 | +21,768 | $66.2K | +$66.2K | — |
| CIBC Asset Management Inc | 21,762 | +21,762 | $66.2K | +$66.2K | — |
| Scientech Research LLC | 16,440 | +16,440 | $50.0K | +$50.0K | — |
| Lexington Hill Partners, LLC | 13,694 | +13,694 | $41.6K | +$41.6K | — |
| Pathstone Holdings, LLC | 13,470 | +13,470 | $40.9K | +$40.9K | — |
| CIBC WORLD MARKETS CORP | 13,057 | +13,057 | $39.7K | +$39.7K | — |
| South Shore Capital Advisors | 12,000 | +12,000 | $36.5K | +$36.5K | — |
| AMERIPRISE FINANCIAL INC | 10,115 | +10,115 | $30.8K | +$30.8K | — |
| Rockefeller Capital Management L.P. | 1,856 | +1,856 | $5.6K | +$5.6K | — |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 1,613 | +1,613 | $4.9K | +$4.9K | — |
| NATIONAL BANK OF CANADA /FI/ | 1,550 | +1,550 | $4.7K | +$4.7K | — |
| GAMMA Investing LLC | 1,021 | +1,021 | $3.1K | +$3.1K | — |
| ORG Partners LLC | 640 | +640 | $1.9K | +$1.9K | — |
| IFP Advisors, Inc | 440 | +440 | $1.6K | +$1.6K | — |
| Allworth Financial LP | 240 | +240 | $730 | +$730 | — |
| DV EQUITIES, LLC | 166 | +166 | $505 | +$505 | — |
| JONES FINANCIAL COMPANIES LLLP | 115 | +115 | $350 | +$350 | — |
| Keating Financial Advisory Services, Inc. | 2 | +2 | $6 | +$6 | — |
Added To(52)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| CITADEL ADVISORS LLC | 2,721,698 | +1,517,893 | $8.3M | +$3.9M | 126.1% |
| JANE STREET GROUP, LLC | 2,022,847 | +1,229,508 | $6.1M | +$3.3M | 155.0% |
| STATE STREET CORP | 5,660,693 | +112,330 | $17.2M | -$3.0M | 2.0% |
| Divisadero Street Capital Management, LP | 5,701,122 | +1,587,875 | $17.3M | +$2.3M | 38.6% |
| GOLDMAN SACHS GROUP INC | 2,371,755 | +84,773 | $7.2M | -$1.1M | 3.7% |
| D. E. Shaw & Co., Inc. | 357,438 | +296,326 | $1.1M | +$863.6K | 484.9% |
| XTX Topco Ltd | 425,686 | +216,759 | $1.3M | +$531.5K | 103.7% |
| PANAGORA ASSET MANAGEMENT INC | 1,002,171 | +35,145 | $3.0M | -$483.0K | 3.6% |
| RICE HALL JAMES & ASSOCIATES, LLC | 882,590 | +48,791 | $2.7M | -$360.3K | 5.8% |
| SEI INVESTMENTS CO | 130,011 | +118,209 | $395.2K | +$352.2K | 1001.6% |
| Panoramic Capital, LLC | 697,689 | +37,660 | $2.1M | -$288.1K | 5.7% |
| BARCLAYS PLC | 517,042 | +125,840 | $1.7M | +$278.4K | 32.2% |
| TUDOR INVESTMENT CORP ET AL | 1,473,661 | +173,574 | $4.5M | -$265.4K | 13.3% |
| STATE OF WISCONSIN INVESTMENT BOARD | 108,910 | +90,575 | $331.1K | +$264.2K | 494.0% |
| Swiss National Bank | 403,300 | +8,200 | $1.2M | -$216.1K | 2.1% |
| UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC | 302,812 | +5,820 | $920.5K | -$163.5K | 1.9% |
| WELLS FARGO & COMPANY/MN | 229,896 | +78,444 | $698.9K | +$146.1K | 51.8% |
| Legal & General Group Plc | 241,259 | +477 | $733.4K | -$145.4K | 0.2% |
| Crescent Park Management, L.P. | 137,316 | +61,610 | $417.4K | +$141.1K | 81.4% |
| Quantinno Capital Management LP | 60,566 | +45,841 | $184.1K | +$130.4K | 311.3% |
| Chicago Partners Investment Group LLC | 53,796 | +42,877 | $150.6K | +$113.0K | 392.7% |
| UBS Group AG | 411,969 | +95,604 | $1.3M | +$97.7K | 30.2% |
| ROYCE & ASSOCIATES LP | 1,978,135 | +306,895 | $6.0M | -$86.5K | 18.4% |
| Huntleigh Advisors, Inc. | 182,575 | +9,586 | $555.0K | -$76.4K | 5.5% |
| Verition Fund Management LLC | 334,846 | +36,407 | $1.0M | -$71.4K | 12.2% |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 202,254 | +17,131 | $614.9K | -$60.8K | 9.3% |
| Caitong International Asset Management Co., Ltd | 26,519 | +17,733 | $80.6K | +$48.5K | 201.8% |
| Savvy Advisors, Inc. | 25,000 | +14,946 | $76.0K | +$39.3K | 148.7% |
| PFG Advisors | 78,956 | +3,684 | $240.0K | -$34.7K | 4.9% |
| PRELUDE CAPITAL MANAGEMENT, LLC | 73,678 | +21,678 | $224.0K | +$34.2K | 41.7% |
| Invesco Ltd. | 342,236 | +48,530 | $1.0M | -$31.6K | 16.5% |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 105,445 | +25,301 | $320.6K | +$28.0K | 31.6% |
| MARSHALL WACE, LLP | 1,742,307 | +284,549 | $5.3M | -$24.2K | 19.5% |
| BNP PARIBAS FINANCIAL MARKETS | 44,096 | +945 | $134.1K | -$23.4K | 2.2% |
| ProShare Advisors LLC | 36,068 | +170 | $109.6K | -$21.4K | 0.5% |
| Diversified Trust Co | 83,473 | +8,355 | $253.8K | -$20.4K | 11.1% |
| Compound Planning, Inc. | 25,220 | +19 | $76.7K | -$15.3K | 0.1% |
| Kingsview Wealth Management, LLC | 98,660 | +13,330 | $299.9K | -$11.5K | 15.6% |
| Patriot Financial Group Insurance Agency, LLC | 45,225 | +9,725 | $137.5K | +$7.9K | 27.4% |
| Lighthouse Investment Partners, LLC | 298,258 | +51,771 | $906.7K | +$7.0K | 21.0% |
| FMR LLC | 30,017 | +3,841 | $91.3K | -$4.3K | 14.7% |
| MONETA GROUP INVESTMENT ADVISORS LLC | 39,426 | +5,504 | $119.9K | -$4.0K | 16.2% |
| OSAIC HOLDINGS, INC. | 4,071 | +1,549 | $12.4K | +$3.0K | 61.4% |
| B. Riley Wealth Advisors, Inc. | 13,500 | +1,500 | $41.0K | -$2.8K | 12.5% |
| Sterling Capital Management LLC | 1,410 | +901 | $4.3K | +$2.4K | 177.0% |
| Virtu Financial LLC | 63,823 | +49,845 | $194 | +$143 | 356.6% |
| PNC Financial Services Group, Inc. | 590 | +81 | $1.8K | -$64 | 15.9% |
| SG Americas Securities, LLC | 58,492 | +25,298 | $178 | +$57 | 76.2% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 121,961 | +7,368 | $371 | -$48 | 6.4% |
| Mirae Asset Global Investments Co., Ltd. | 985 | +155 | $3.0K | -$36 | 18.7% |
| Covestor Ltd | 18,909 | +5,409 | $57 | +$8 | 40.1% |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 2,838 | +748 | $9 | +$1 | 35.8% |
Reduced(107)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| J. Goldman & Co LP | 741,897 | -4,602,102 | $2.3M | -$17.3M | -86.1% |
| LIGHTSPEED MANAGEMENT COMPANY, L.L.C. | 23,127,237 | 0 | $70.3M | -$14.1M | 0.0% |
| BlackRock, Inc. | 16,352,915 | -514,119 | $49.7M | -$11.9M | -3.0% |
| VANGUARD GROUP INC | 17,868,179 | -135,444 | $54.3M | -$11.4M | -0.8% |
| ShawSpring Partners LLC | 9,024,099 | -816,506 | $27.4M | -$8.5M | -8.3% |
| Metavasi Capital LP | 6,385,900 | -936,374 | $19.4M | -$7.3M | -12.8% |
| Whitebark Investors LP | 5,069,258 | -496,940 | $15.4M | -$4.9M | -8.9% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 918,069 | -963,053 | $2.8M | -$4.1M | -51.2% |
| BANK OF AMERICA CORP /DE/ | 319,044 | -1,020,318 | $969.9K | -$3.9M | -76.2% |
| Qube Research & Technologies Ltd | 921,392 | -833,539 | $2.8M | -$3.6M | -47.5% |
| MILLENNIUM MANAGEMENT LLC | 56,812 | -959,377 | $172.7K | -$3.5M | -94.4% |
| GEODE CAPITAL MANAGEMENT, LLC | 4,928,616 | -139,399 | $15.0M | -$3.5M | -2.8% |
| Royal Bank of Canada | 20,097 | -784,873 | $61.0K | -$2.6M | -97.5% |
| Emergence GP Partners, LLC | 4,244,379 | 0 | $12.9M | -$2.6M | 0.0% |
| CITIGROUP INC | 19,962 | -570,431 | $60.7K | -$2.1M | -96.6% |
| Caption Management, LLC | 4,589 | -536,078 | $14.0K | -$2.0M | -99.2% |
| AQR CAPITAL MANAGEMENT LLC | 127,881 | -502,247 | $388.8K | -$1.9M | -79.7% |
| NORTHERN TRUST CORP | 1,875,335 | -165,036 | $5.7M | -$1.7M | -8.1% |
| MORGAN STANLEY | 381,929 | -376,304 | $1.2M | -$1.6M | -49.6% |
| DEUTSCHE BANK AG\ | 211,045 | -343,830 | $641.6K | -$1.4M | -62.0% |
| Susquehanna Portfolio Strategies, LLC | 70,546 | -363,005 | $214.5K | -$1.4M | -83.7% |
| TWO SIGMA INVESTMENTS, LP | 249,791 | -319,780 | $759.4K | -$1.3M | -56.1% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1,809,266 | -35,827 | $5.5M | -$1.2M | -1.9% |
| Prospect Capital Advisors, LLC | 1,820,150 | 0 | $5.5M | -$1.1M | 0.0% |
| FRANKLIN RESOURCES INC | 552,055 | -94,444 | $1.7M | -$681.5K | -14.6% |
| Cinctive Capital Management LP | 555,987 | -84,925 | $1.7M | -$649.1K | -13.3% |
| BOOTHBAY FUND MANAGEMENT, LLC | 13,661 | -159,899 | $41.5K | -$592.0K | -92.1% |
| NEW YORK STATE COMMON RETIREMENT FUND | 29,900 | -142,828 | $90.9K | -$539.6K | -82.7% |
| ESSEX INVESTMENT MANAGEMENT CO LLC | 748,974 | -16,283 | $2.3M | -$516.3K | -2.1% |
| IEQ CAPITAL, LLC | 11,905 | -134,140 | $36.2K | -$496.9K | -91.8% |
| TWO SIGMA ADVISERS, LP | 33,100 | -128,200 | $100.6K | -$488.1K | -79.5% |
| Bank of New York Mellon Corp | 583,572 | -32,374 | $1.8M | -$474.1K | -5.3% |
| RHUMBLINE ADVISERS | 243,424 | -85,680 | $740.0K | -$461.2K | -26.0% |
| GROUP ONE TRADING LLC | 178,630 | -83,288 | $543.0K | -$413.0K | -31.8% |
| Nuveen, LLC | 467,625 | -28,960 | $1.4M | -$391.0K | -5.8% |
| Mount Lucas Management LP | 128,000 | -72,000 | $389.1K | -$340.9K | -36.0% |
| Brevan Howard Capital Management LP | 55,650 | -79,476 | $169.2K | -$324.0K | -58.8% |
| PRUDENTIAL FINANCIAL INC | 12,485 | -86,630 | $38.0K | -$323.8K | -87.4% |
| Perigon Wealth Management, LLC | 498,885 | 0 | $1.5M | -$304.3K | 0.0% |
| Crawford Fund Management, LLC | 26,000 | -71,000 | $79.0K | -$275.0K | -73.2% |
| Russell Investments Group, Ltd. | 320,808 | -10,615 | $975.3K | -$234.4K | -3.2% |
| AXQ CAPITAL, LP | 26,053 | -58,011 | $79.2K | -$227.6K | -69.0% |
| Bienville Capital Management, LLC | 33,579 | -52,593 | $102.1K | -$212.4K | -61.0% |
| ALLEN OPERATIONS LLC | 344,761 | 0 | $1.0M | -$210.3K | 0.0% |
| MetLife Investment Management, LLC | 91,550 | -37,516 | $278.3K | -$192.8K | -29.1% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 234,654 | -12,858 | $713.3K | -$190.1K | -5.2% |
| JPMORGAN CHASE & CO | 82,066 | -34,621 | $249.5K | -$176.4K | -29.7% |
| ALLIANCEBERNSTEIN L.P. | 241,590 | 0 | $734.4K | -$147.4K | 0.0% |
| Cypress Point Wealth Management, LLC | 215,843 | -2,884 | $656.2K | -$142.2K | -1.3% |
| Massar Capital Management, LP | 220,000 | 0 | $668.8K | -$134.2K | 0.0% |
| Caprock Group, LLC | 44,096 | -30,000 | $134.1K | -$134.2K | -40.5% |
| INTECH INVESTMENT MANAGEMENT LLC | 75,452 | -9,091 | $229.4K | -$79.2K | -10.8% |
| Creative Planning | 19,815 | -17,284 | $60.2K | -$75.2K | -46.6% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 60,791 | -10,412 | $184.8K | -$75.1K | -14.6% |
| RAYMOND JAMES FINANCIAL INC | 82,875 | -5,984 | $251.9K | -$72.4K | -6.7% |
| Quadrant Private Wealth Management, LLC | 69,514 | -5,892 | $211.3K | -$63.9K | -7.8% |
| JANUS HENDERSON GROUP PLC | 85,100 | 0 | $259.1K | -$51.9K | 0.0% |
| Arizona State Retirement System | 56,812 | -3,502 | $172.7K | -$47.4K | -5.8% |
| Tower Research Capital LLC (TRC) | 7,140 | -11,658 | $21.7K | -$46.9K | -62.0% |
| STRS OHIO | 64,500 | 0 | $196.1K | -$39.3K | 0.0% |
| Cresset Asset Management, LLC | 60,992 | -96 | $185.4K | -$37.6K | -0.1% |
| Police & Firemen's Retirement System of New Jersey | 59,300 | 0 | $180.3K | -$36.2K | 0.0% |
| Corient Private Wealth LLC | 17,522 | -6,402 | $53.3K | -$34.1K | -26.8% |
| Freestone Capital Holdings, LLC | 52,780 | 0 | $160.5K | -$32.2K | 0.0% |
| Voya Investment Management LLC | 37,940 | -1,706 | $115.3K | -$29.4K | -4.3% |
| KLP KAPITALFORVALTNING AS | 47,100 | 0 | $143.2K | -$28.7K | 0.0% |
| Base Wealth Management LLC | 44,392 | 0 | $135.0K | -$27.1K | 0.0% |
| PRINCIPAL FINANCIAL GROUP INC | 11,657 | -4,585 | $35.4K | -$23.8K | -28.2% |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 36,110 | 0 | $109.8K | -$22.0K | 0.0% |
| LAZARD ASSET MANAGEMENT LLC | 36,000 | 0 | $109.4K | -$22.0K | 0.0% |
| Summit Trail Advisors, LLC | 18,863 | -2,515 | $57.3K | -$20.7K | -11.8% |
| Revolve Wealth Partners, LLC | 31,361 | 0 | $95.3K | -$19.1K | 0.0% |
| Focus Partners Wealth | 14,815 | -1,590 | $45.0K | -$18.3K | -9.7% |
| Hyperion Capital Advisors LP | 29,848 | 0 | $90.7K | -$18.2K | 0.0% |
| Pictet Asset Management Holding SA | 28,586 | 0 | $86.9K | -$17.4K | 0.0% |
| Ballentine Partners, LLC | 25,623 | -200 | $77.9K | -$16.4K | -0.8% |
| GPS Wealth Strategies Group, LLC | 26,810 | 0 | $81.5K | -$16.4K | 0.0% |
| EntryPoint Capital, LLC | 26,436 | 0 | $80.4K | -$16.1K | 0.0% |
| VICTORY CAPITAL MANAGEMENT INC | 22,028 | -603 | $67.0K | -$15.6K | -2.7% |
| EverSource Wealth Advisors, LLC | 659 | -3,835 | $2.0K | -$14.4K | -85.3% |
| MACKENZIE FINANCIAL CORP | 13,151 | -1,460 | $39.5K | -$13.8K | -10.0% |
| HighTower Advisors, LLC | 21,456 | -150 | $65.2K | -$13.6K | -0.7% |
| XPONANCE, INC. | 15,754 | -535 | $47.9K | -$11.6K | -3.3% |
| Vanguard Personalized Indexing Management, LLC | 13,656 | -685 | $41.5K | -$10.8K | -4.8% |
| Ameritas Investment Partners, Inc. | 17,536 | 0 | $53.3K | -$10.7K | 0.0% |
| SBI Securities Co., Ltd. | 6,000 | -1,502 | $18.2K | -$9.1K | -20.0% |
| KING LUTHER CAPITAL MANAGEMENT CORP | 13,694 | 0 | $41.6K | -$8.4K | 0.0% |
| Jasper Ridge Partners, L.P. | 13,100 | 0 | $39.8K | -$8.0K | 0.0% |
| Avalon Trust Co | 11,939 | 0 | $36.3K | -$7.3K | 0.0% |
| TRUIST FINANCIAL CORP | 11,300 | 0 | $34.4K | -$6.9K | 0.0% |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 11,097 | 0 | $33.7K | -$6.8K | 0.0% |
| Trellis Wealth Advisors LLC | 10,932 | 0 | $33.2K | -$6.7K | 0.0% |
| WBH ADVISORY INC | 10,369 | 0 | $31.5K | -$6.3K | 0.0% |
| Lido Advisors, LLC | 16,005 | 0 | $52.3K | -$6.2K | 0.0% |
| JPL Wealth Management, LLC | 10,000 | 0 | $30.4K | -$6.1K | 0.0% |
| Optiver Holding B.V. | 379 | -903 | $1.2K | -$3.5K | -70.4% |
| NISA INVESTMENT ADVISORS, LLC | 2,435 | -473 | $7.4K | -$3.2K | -16.3% |
| ROTHSCHILD INVESTMENT LLC | 217 | -418 | $660 | -$1.7K | -65.8% |
| Atlantic Union Bankshares Corp | 415 | 0 | $1.3K | -$253 | 0.0% |
| GSA CAPITAL PARTNERS LLP | 274,416 | -3,923 | $834 | -$182 | -1.4% |
| ACADIAN ASSET MANAGEMENT LLC | 16,514 | -42,420 | $50 | -$164 | -72.0% |
| CWM, LLC | 3,363 | -30,058 | $10 | -$112 | -89.9% |
| Farther Finance Advisors, LLC | 31 | -14 | $94 | -$70 | -31.1% |
| AMALGAMATED BANK | 6,200 | -1,815 | $19 | -$10 | -22.6% |
| State of Alaska, Department of Revenue | 12,189 | 0 | $37 | -$7 | 0.0% |
| Avion Wealth | 200 | -300 | $0 | -$1 | -60.0% |
| MIRABELLA FINANCIAL SERVICES LLP | 2,643,777 | 0 | $9.6M | $0 | 0.0% |