13F QoQ Ownership Changes
BOOT Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 81 new · 149 added · 216 reduced · 45 exited
New Positions(81)
Added To(149)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| FMR LLC | 1,663,664 | +274,078 | $293.6M | +$63.3M | 19.7% |
| BlackRock, Inc. | 4,659,526 | +59,697 | $822.3M | +$60.0M | 1.3% |
| GOLDMAN SACHS GROUP INC | 723,309 | +200,971 | $127.6M | +$41.1M | 38.5% |
| Invesco Ltd. | 1,061,668 | +144,262 | $187.4M | +$35.3M | 15.7% |
| MILLENNIUM MANAGEMENT LLC | 170,419 | +148,311 | $30.1M | +$26.4M | 670.8% |
| D. E. Shaw & Co., Inc. | 512,751 | +111,481 | $90.5M | +$24.0M | 27.8% |
| Squarepoint Ops LLC | 578,318 | +102,857 | $102.1M | +$23.3M | 21.6% |
| WELLINGTON MANAGEMENT GROUP LLP | 1,206,107 | +49,790 | $212.8M | +$21.2M | 4.3% |
| CONGRESS ASSET MANAGEMENT CO | 622,413 | +62,350 | $109.8M | +$17.0M | 11.1% |
| Fiera Capital Corp | 287,618 | +71,093 | $50.8M | +$14.9M | 32.8% |
| Walleye Capital LLC | 91,266 | +81,192 | $16.1M | +$14.4M | 806.0% |
| STATE STREET CORP | 1,176,193 | +7,410 | $207.6M | +$13.9M | 0.6% |
| FRANKLIN RESOURCES INC | 510,272 | +34,802 | $90.0M | +$11.9M | 7.3% |
| Qube Research & Technologies Ltd | 248,539 | +51,882 | $43.9M | +$11.3M | 26.4% |
| BARCLAYS PLC | 126,010 | +76,966 | $19.2M | +$11.0M | 156.9% |
| PRINCIPAL FINANCIAL GROUP INC | 393,098 | +40,282 | $69.4M | +$10.9M | 11.4% |
| JENNISON ASSOCIATES LLC | 296,093 | +45,919 | $52.3M | +$10.8M | 18.4% |
| JPMORGAN CHASE & CO | 179,529 | +52,207 | $31.7M | +$10.6M | 41.0% |
| FULLER & THALER ASSET MANAGEMENT, INC. | 434,996 | +31,039 | $76.8M | +$9.8M | 7.7% |
| AMERICAN CENTURY COMPANIES INC | 527,809 | +22,031 | $93.1M | +$9.3M | 4.3% |
| Engineers Gate Manager LP | 49,694 | +47,257 | $8.8M | +$8.4M | 1939.1% |
| CANADA PENSION PLAN INVESTMENT BOARD | 42,100 | +41,900 | $7.4M | +$7.4M | 20950.0% |
| DIMENSIONAL FUND ADVISORS LP | 635,526 | +705 | $112.2M | +$7.0M | 0.1% |
| UBS Group AG | 172,380 | +24,229 | $30.4M | +$5.9M | 16.4% |
| Aberdeen Group plc | 170,443 | +22,738 | $30.1M | +$5.6M | 15.4% |
| TUDOR INVESTMENT CORP ET AL | 66,771 | +29,054 | $11.8M | +$5.5M | 77.0% |
| EMERALD ADVISERS, LLC | 181,688 | +21,523 | $32.1M | +$5.5M | 13.4% |
| Fisher Asset Management, LLC | 242,747 | +14,738 | $42.8M | +$5.1M | 6.5% |
| ExodusPoint Capital Management, LP | 30,018 | +23,526 | $5.3M | +$4.2M | 362.4% |
| PEAK6 LLC | 27,319 | +21,005 | $4.8M | +$3.8M | 332.7% |
| FIL Ltd | 19,844 | +18,147 | $3.5M | +$3.2M | 1069.3% |
| WELLS FARGO & COMPANY/MN | 77,728 | +13,378 | $13.7M | +$3.1M | 20.8% |
| EMERALD MUTUAL FUND ADVISERS TRUST | 108,944 | +10,991 | $19.2M | +$3.0M | 11.2% |
| Verition Fund Management LLC | 78,416 | +12,607 | $13.8M | +$2.9M | 19.1% |
| Hook Mill Capital Partners, LP | 162,998 | +6,269 | $28.8M | +$2.8M | 4.0% |
| COMERICA BANK | 34,439 | +14,354 | $6.1M | +$2.7M | 71.5% |
| MAVERICK CAPITAL LTD | 21,432 | +14,277 | $3.8M | +$2.6M | 199.5% |
| WHITTIER TRUST CO | 104,331 | +142 | $20.4M | +$2.6M | 0.1% |
| OBERWEIS ASSET MANAGEMENT INC/ | 53,800 | +11,700 | $9.5M | +$2.5M | 27.8% |
| Select Equity Group, L.P. | 94,981 | +8,615 | $16.8M | +$2.4M | 10.0% |
| Tabor Asset Management, LP | 28,216 | +12,704 | $5.0M | +$2.4M | 81.9% |
| BNP PARIBAS FINANCIAL MARKETS | 31,392 | +11,535 | $5.5M | +$2.2M | 58.1% |
| Y-Intercept (Hong Kong) Ltd | 27,822 | +11,078 | $4.9M | +$2.1M | 66.2% |
| Clearbridge Investments, LLC | 149,466 | +611 | $26.4M | +$1.7M | 0.4% |
| Blueshift Asset Management, LLC | 12,159 | +8,864 | $2.1M | +$1.6M | 269.0% |
| WHITTIER TRUST CO OF NEVADA INC | 53,210 | +1,048 | $10.4M | +$1.5M | 2.0% |
| Calamos Advisors LLC | 26,177 | +6,469 | $4.6M | +$1.4M | 32.8% |
| AQR CAPITAL MANAGEMENT LLC | 20,073 | +6,244 | $3.5M | +$1.3M | 45.1% |
| PEREGRINE CAPITAL MANAGEMENT LLC | 75,280 | +2,371 | $13.3M | +$1.2M | 3.3% |
| Fieldview Capital Management, LLC | 23,299 | +5,665 | $4.1M | +$1.2M | 32.1% |
| Panoramic Capital, LLC | 34,104 | +4,209 | $6.0M | +$1.1M | 14.1% |
| UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC | 61,519 | +2,220 | $10.9M | +$1.0M | 3.7% |
| OSAIC HOLDINGS, INC. | 85,402 | +461 | $15.1M | +$994.1K | 0.5% |
| Granahan Investment Management, LLC | 39,495 | +2,839 | $7.0M | +$895.1K | 7.7% |
| FEDERATED HERMES, INC. | 80,949 | +49 | $14.3M | +$878.3K | 0.1% |
| AlphaQuest LLC | 6,160 | +4,649 | $1.1M | +$836.7K | 307.7% |
| Swiss National Bank | 60,300 | +1,000 | $10.6M | +$813.9K | 1.7% |
| Creative Planning | 18,573 | +3,437 | $3.3M | +$769.2K | 22.7% |
| Broad Peak Investment Advisers Pte Ltd | 35,098 | +2,300 | $6.2M | +$758.5K | 7.0% |
| FIRST TRUST ADVISORS LP | 44,956 | +1,402 | $7.9M | +$715.6K | 3.2% |
| XTX Topco Ltd | 5,833 | +3,711 | $1.0M | +$677.7K | 174.9% |
| Legato Capital Management LLC | 17,853 | +2,571 | $3.2M | +$618.0K | 16.8% |
| LPL Financial LLC | 18,340 | +2,531 | $3.2M | +$616.7K | 16.0% |
| GUGGENHEIM CAPITAL LLC | 4,541 | +3,200 | $801.4K | +$579.1K | 238.6% |
| Quantinno Capital Management LP | 8,120 | +2,684 | $1.4M | +$532.1K | 49.4% |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 29,066 | +849 | $5.1M | +$453.2K | 3.0% |
| Bell Asset Management Ltd | 17,870 | +1,374 | $3.2M | +$436.1K | 8.3% |
| STRS OHIO | 32,800 | +200 | $5.8M | +$385.7K | 0.6% |
| Rockefeller Capital Management L.P. | 3,122 | +2,092 | $550.9K | +$380.2K | 203.1% |
| STATE OF WISCONSIN INVESTMENT BOARD | 33,374 | +89 | $5.9M | +$373.5K | 0.3% |
| Cetera Investment Advisers | 11,748 | +1,481 | $2.1M | +$371.7K | 14.4% |
| DEUTSCHE BANK AG\ | 26,412 | +486 | $4.7M | +$364.5K | 1.9% |
| TOTH FINANCIAL ADVISORY CORP | 3,600 | +1,800 | $635.3K | +$337.0K | 100.0% |
| Bridgewater Associates, LP | 8,041 | +1,499 | $1.4M | +$334.9K | 22.9% |
| STIFEL FINANCIAL CORP | 23,417 | +211 | $4.1M | +$286.7K | 0.9% |
| Illinois Municipal Retirement Fund | 16,162 | +666 | $2.9M | +$284.1K | 4.3% |
| COMMONWEALTH EQUITY SERVICES, LLC | 1,611 | +246 | $284.3K | +$284.1K | 18.0% |
| AZZAD ASSET MANAGEMENT INC /ADV | 22,081 | +162 | $3.9M | +$264.2K | 0.7% |
| Union Bancaire Privee, UBP SA | 3,325 | +1,365 | $593.1K | +$261.5K | 69.6% |
| Campbell & CO Investment Adviser LLC | 6,420 | +1,058 | $1.1M | +$244.3K | 19.7% |
| State of Wyoming | 1,822 | +1,173 | $321.5K | +$214.0K | 180.7% |
| Portside Wealth Group, LLC | 4,923 | +945 | $868.8K | +$209.5K | 23.8% |
| SHAKER INVESTMENTS LLC/OH | 3,615 | +987 | $637.9K | +$202.4K | 37.5% |
| MML INVESTORS SERVICES, LLC | 4,872 | +819 | $859.8K | +$188.1K | 20.2% |
| JAMES INVESTMENT RESEARCH, INC. | 13,068 | +150 | $2.3M | +$165.3K | 1.2% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 14,313 | +11 | $2.5M | +$155.7K | 0.1% |
| State of New Jersey Common Pension Fund D | 12,607 | +47 | $2.2M | +$143.3K | 0.4% |
| Sequoia Financial Advisors, LLC | 2,282 | +689 | $402.7K | +$138.7K | 43.3% |
| PRINCIPAL SECURITIES, INC. | 1,722 | +660 | $303.9K | +$127.9K | 62.1% |
| Sterling Capital Management LLC | 9,522 | +126 | $1.7M | +$123.2K | 1.3% |
| BLAIR WILLIAM & CO/IL | 3,537 | +493 | $624.2K | +$119.7K | 16.2% |
| Voya Investment Management LLC | 10,692 | +10 | $1.9M | +$116.6K | 0.1% |
| Argent Trust Co | 2,552 | +457 | $450.4K | +$103.2K | 21.8% |
| KLP KAPITALFORVALTNING AS | 6,500 | +200 | $1.1M | +$103.0K | 3.2% |
| Susquehanna Portfolio Strategies, LLC | 5,086 | +280 | $897.5K | +$101.1K | 5.8% |
| CHOREO, LLC | 2,360 | +419 | $420.7K | +$99.0K | 21.6% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 1,103,441 | +502,275 | $194.7K | +$95.1K | 83.5% |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 5,362 | +416 | $1.0M | +$94.9K | 8.4% |
| Long Road Investment Counsel, LLC | 6,471 | +150 | $1.1M | +$94.4K | 2.4% |
| Pictet Asset Management Holding SA | 4,537 | +272 | $800.6K | +$93.8K | 6.4% |
| ProShare Advisors LLC | 5,972 | +175 | $1.1M | +$93.2K | 3.0% |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 6,972 | +47 | $1.2M | +$82.7K | 0.7% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 1,575 | +289 | $277.9K | +$64.8K | 22.5% |
| Maryland State Retirement & Pension System | 4,490 | +97 | $792.4K | +$64.3K | 2.2% |
| Gotham Asset Management, LLC | 2,017 | +244 | $355.9K | +$62.1K | 13.8% |
| Miracle Mile Advisors, LLC | 2,333 | +200 | $411.7K | +$58.2K | 9.4% |
| Global Retirement Partners, LLC | 353 | +309 | $62.3K | +$55.0K | 702.3% |
| HANCOCK WHITNEY CORP | 3,768 | +70 | $664.9K | +$52.1K | 1.9% |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 3,484 | +61 | $614.8K | +$47.6K | 1.8% |
| Optimize Financial Inc | 3,314 | +44 | $584.8K | +$42.9K | 1.3% |
| Vanguard Personalized Indexing Management, LLC | 3,486 | +18 | $615.2K | +$40.5K | 0.5% |
| Cynosure Group, LLC | 2,435 | +78 | $429.7K | +$39.1K | 3.3% |
| DANSKE BANK A/S | 300 | +200 | $52.9K | +$36.4K | 200.0% |
| Diversify Advisory Services, LLC | 1,959 | +173 | $377.5K | +$36.0K | 9.7% |
| Advisors Asset Management, Inc. | 825 | +163 | $145.6K | +$35.9K | 24.6% |
| ALPS ADVISORS INC | 2,609 | +29 | $460.4K | +$32.9K | 1.1% |
| Sowell Financial Services LLC | 2,229 | +37 | $393.4K | +$30.1K | 1.7% |
| Smartleaf Asset Management LLC | 1,032 | +104 | $184.0K | +$30.0K | 11.2% |
| GAMMA Investing LLC | 1,505 | +80 | $265.6K | +$29.4K | 5.6% |
| TRUIST FINANCIAL CORP | 1,919 | +38 | $338.6K | +$26.9K | 2.0% |
| OLD NATIONAL BANCORP /IN/ | 1,431 | +43 | $252.5K | +$22.5K | 3.1% |
| Farther Finance Advisors, LLC | 496 | +85 | $87.5K | +$19.4K | 20.7% |
| JONES FINANCIAL COMPANIES LLLP | 475 | +85 | $83.8K | +$17.8K | 21.8% |
| Cornerstone Investment Partners, LLC | 1,461 | +1 | $257.8K | +$15.9K | 0.1% |
| MAI Capital Management | 107 | +74 | $18.9K | +$13.4K | 224.2% |
| Larson Financial Group LLC | 508 | +32 | $89.6K | +$10.8K | 6.7% |
| UMB Bank, n.a. | 595 | +18 | $105.0K | +$9.4K | 3.1% |
| MJT & Associates Financial Advisory Group, Inc. | 66 | +27 | $11.6K | +$5.2K | 69.2% |
| FIFTH THIRD BANCORP | 216 | +17 | $38.1K | +$5.1K | 8.5% |
| Crewe Advisors LLC | 147 | +19 | $25.9K | +$4.7K | 14.8% |
| Root Financial Partners, LLC | 96 | +20 | $16.9K | +$4.3K | 26.3% |
| BESSEMER GROUP INC | 24,521 | +23,579 | $4.3K | +$4.2K | 2503.1% |
| Parkside Financial Bank & Trust | 202 | +9 | $35.6K | +$3.7K | 4.7% |
| Steward Partners Investment Advisory, LLC | 37 | +16 | $6.5K | +$3.0K | 76.2% |
| ROTHSCHILD INVESTMENT LLC | 60 | +5 | $10.6K | +$1.5K | 9.1% |
| MassMutual Private Wealth & Trust, FSB | 87 | +3 | $15.4K | +$1.4K | 3.6% |
| JFS WEALTH ADVISORS, LLC | 24 | +7 | $4.2K | +$1.4K | 41.2% |
| CENTRAL TRUST Co | 44 | +5 | $7.8K | +$1.3K | 12.8% |
| SG Americas Securities, LLC | 9,486 | +3,747 | $1.7K | +$723 | 65.3% |
| Financial Network Wealth Advisors LLC | 23 | +2 | $4.1K | +$579 | 9.5% |
| Rossby Financial, LCC | 5 | +3 | $882 | +$555 | 150.0% |
| Bay Harbor Wealth Management, LLC | 3 | +2 | $529 | +$364 | 200.0% |
| GSA CAPITAL PARTNERS LLP | 5,486 | +1,635 | $968 | +$330 | 42.5% |
| State of Alaska, Department of Revenue | 17,312 | +205 | $3.1K | +$220 | 1.2% |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,162 | +859 | $205 | +$155 | 283.5% |
| Handelsbanken Fonder AB | 8,900 | +200 | $1.6K | +$129 | 2.3% |
| AMALGAMATED BANK | 8,869 | +114 | $1.6K | +$114 | 1.3% |
| HANTZ FINANCIAL SERVICES, INC. | 338 | +250 | $60 | +$45 | 284.1% |
| CWM, LLC | 1,326 | +114 | $234 | +$33 | 9.4% |