13F QoQ Ownership Changes
BPOPM Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 66 new · 142 added · 215 reduced · 56 exited
New Positions(66)
Added To(142)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| PANAGORA ASSET MANAGEMENT INC | 680,282 | +312,984 | $84.7M | +$38.1M | 85.2% |
| CITADEL ADVISORS LLC | 751,959 | +217,166 | $93.6M | +$25.7M | 40.6% |
| Assenagon Asset Management S.A. | 360,975 | +157,863 | $44.9M | +$19.2M | 77.7% |
| Bridgewater Associates, LP | 313,203 | +149,361 | $39.0M | +$18.2M | 91.2% |
| MACKENZIE FINANCIAL CORP | 439,752 | +147,197 | $55.3M | +$18.1M | 50.3% |
| GOLDMAN SACHS GROUP INC | 381,296 | +147,749 | $47.5M | +$17.8M | 63.3% |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 814,908 | +149,131 | $101.5M | +$16.9M | 22.4% |
| BANK OF NOVA SCOTIA | 254,238 | +135,812 | $31.7M | +$16.6M | 114.7% |
| VANGUARD GROUP INC | 8,489,936 | +37,424 | $1.06B | -$16.4M | 0.4% |
| UBS Group AG | 540,646 | +118,496 | $67.3M | +$13.7M | 28.1% |
| VICTORY CAPITAL MANAGEMENT INC | 156,023 | +107,224 | $19.4M | +$13.2M | 219.7% |
| MORGAN STANLEY | 617,353 | +113,899 | $76.9M | +$12.9M | 22.6% |
| Allianz Asset Management GmbH | 158,431 | +80,624 | $19.7M | +$9.8M | 103.6% |
| SEI INVESTMENTS CO | 445,743 | +79,791 | $55.5M | +$9.0M | 21.8% |
| Invesco Ltd. | 149,185 | +70,181 | $18.6M | +$8.5M | 88.8% |
| JUPITER ASSET MANAGEMENT LTD | 148,652 | +67,452 | $18.5M | +$8.2M | 83.1% |
| DIMENSIONAL FUND ADVISORS LP | 3,281,448 | +2,312 | $408.6M | -$7.9M | 0.1% |
| Nuveen, LLC | 187,253 | +64,975 | $23.3M | +$7.8M | 53.1% |
| AMERIPRISE FINANCIAL INC | 941,349 | +71,257 | $117.2M | +$6.7M | 8.2% |
| RAYMOND JAMES FINANCIAL INC | 183,334 | +50,743 | $22.9M | +$6.1M | 38.3% |
| Edgestream Partners, L.P. | 113,949 | +47,096 | $14.2M | +$5.7M | 70.4% |
| Man Group plc | 56,341 | +45,284 | $7.0M | +$5.6M | 409.6% |
| BlackRock, Inc. | 3,804,848 | +35,930 | $473.8M | -$4.9M | 0.9% |
| GEODE CAPITAL MANAGEMENT, LLC | 1,405,575 | +64,778 | $175.1M | +$4.7M | 4.8% |
| Interval Partners, LP | 59,200 | +36,995 | $7.4M | +$4.6M | 166.6% |
| Russell Investments Group, Ltd. | 251,913 | +38,192 | $31.4M | +$4.2M | 17.9% |
| NATIXIS | 114,034 | +33,218 | $14.2M | +$3.9M | 41.1% |
| Qube Research & Technologies Ltd | 497,729 | +40,470 | $62.0M | +$3.9M | 8.8% |
| Jain Global LLC | 48,169 | +31,227 | $6.0M | +$3.8M | 184.3% |
| BNP PARIBAS FINANCIAL MARKETS | 88,593 | +31,270 | $11.0M | +$3.8M | 54.5% |
| Quantinno Capital Management LP | 135,816 | +31,169 | $16.9M | +$3.6M | 29.8% |
| Allspring Global Investments Holdings, LLC | 44,616 | +23,584 | $5.6M | +$3.0M | 112.1% |
| Numerai GP LLC | 28,452 | +23,279 | $3.5M | +$2.9M | 450.0% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 195,272 | +26,339 | $24.3M | +$2.9M | 15.6% |
| Voleon Capital Management LP | 54,473 | +23,263 | $6.8M | +$2.8M | 74.5% |
| WELLS FARGO & COMPANY/MN | 173,138 | +24,664 | $21.6M | +$2.7M | 16.6% |
| Magnetar Financial LLC | 30,305 | +20,439 | $3.8M | +$2.5M | 207.2% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 366,315 | +24,331 | $45.6M | +$2.2M | 7.1% |
| Verition Fund Management LLC | 719,253 | +29,336 | $89.6M | +$1.9M | 4.3% |
| MEEDER ASSET MANAGEMENT INC | 121,940 | +17,122 | $15.2M | +$1.9M | 16.3% |
| Fieldview Capital Management, LLC | 52,874 | +15,438 | $6.6M | +$1.8M | 41.2% |
| STATE OF WISCONSIN INVESTMENT BOARD | 96,913 | +16,021 | $12.1M | +$1.8M | 19.8% |
| MILLENNIUM MANAGEMENT LLC | 210,537 | +18,202 | $26.2M | +$1.8M | 9.5% |
| Cerity Partners LLC | 69,266 | +15,155 | $8.6M | +$1.8M | 28.0% |
| Crossmark Global Holdings, Inc. | 187,671 | +17,148 | $23.4M | +$1.7M | 10.1% |
| Brandywine Global Investment Management, LLC | 23,061 | +13,034 | $2.9M | +$1.6M | 130.0% |
| Ensign Peak Advisors, Inc | 34,915 | +12,474 | $4.3M | +$1.5M | 55.6% |
| Illinois Municipal Retirement Fund | 36,950 | +11,843 | $4.6M | +$1.4M | 47.2% |
| LPL Financial LLC | 34,655 | +11,780 | $4.3M | +$1.4M | 51.5% |
| BARCLAYS PLC | 51,497 | +17,544 | $5.7M | +$1.4M | 51.7% |
| CAXTON ASSOCIATES LLP | 12,128 | +10,551 | $1.5M | +$1.3M | 669.0% |
| RBF Capital, LLC | 20,000 | +10,000 | $2.5M | +$1.2M | 100.0% |
| Jump Financial, LLC | 12,186 | +8,706 | $1.5M | +$1.1M | 250.2% |
| Voya Investment Management LLC | 128,096 | +10,398 | $16.0M | +$1.0M | 8.8% |
| Oak Thistle LLC | 12,692 | +7,953 | $1.6M | +$978.5K | 167.8% |
| M&G PLC | 105,744 | +9,100 | $13.2M | +$944.2K | 9.4% |
| ALLIANCEBERNSTEIN L.P. | 51,515 | +7,412 | $6.4M | +$813.1K | 16.8% |
| DRW Securities, LLC | 8,174 | +6,402 | $1.0M | +$793.2K | 361.3% |
| Minneapolis Portfolio Management Group, LLC | 306,924 | +200 | $38.2M | -$738.9K | 0.1% |
| AlphaCore Capital LLC | 7,437 | +4,239 | $930.6K | +$521.7K | 132.6% |
| PRINCIPAL SECURITIES, INC. | 8,452 | +4,189 | $1.1M | +$511.0K | 98.3% |
| Summit Trail Advisors, LLC | 17,469 | +4,300 | $2.2M | +$502.3K | 32.6% |
| RITHOLTZ WEALTH MANAGEMENT | 45,878 | +4,608 | $5.7M | +$471.0K | 11.2% |
| NEUBERGER BERMAN GROUP LLC | 15,823 | +3,939 | $2.0M | +$460.9K | 33.1% |
| Lighthouse Investment Partners, LLC | 49,651 | +4,481 | $6.2M | +$445.5K | 9.9% |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 28,625 | +3,368 | $3.6M | +$356.5K | 13.3% |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 9,557 | +2,665 | $1.2M | +$314.7K | 38.7% |
| GROUP ONE TRADING LLC | 2,401 | +2,248 | $299.0K | +$279.5K | 1469.3% |
| STIFEL FINANCIAL CORP | 20,700 | +2,541 | $2.6M | +$271.2K | 14.0% |
| Swiss National Bank | 133,400 | +600 | $16.6M | -$256.0K | 0.5% |
| Vise Technologies, Inc. | 5,057 | +1,759 | $629.7K | +$210.8K | 53.3% |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 177,483 | +3,209 | $22.4M | +$165.5K | 1.8% |
| GREAT LAKES ADVISORS, LLC | 5,331 | +1,371 | $663.8K | +$160.9K | 34.6% |
| Caprock Group, LLC | 3,887 | +1,119 | $494.0K | +$146.2K | 40.4% |
| OPPENHEIMER ASSET MANAGEMENT INC. | 34,320 | +1,804 | $4.3M | +$143.7K | 5.5% |
| FEDERATED HERMES, INC. | 255,038 | +6,065 | $31.8M | +$135.3K | 2.4% |
| Corient Private Wealth LLC | 24,761 | +10,066 | $2.0M | +$124.8K | 68.5% |
| &PARTNERS | 6,586 | +1,156 | $812.6K | +$124.7K | 21.3% |
| California Public Employees Retirement System | 137,342 | +1,820 | $17.1M | -$110.8K | 1.3% |
| MARSHALL WACE, LLP | 16,982 | +1,199 | $2.1M | +$110.0K | 7.6% |
| State of New Jersey Common Pension Fund D | 19,109 | +1,235 | $2.4M | +$109.3K | 6.9% |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 28,650 | +1,350 | $3.6M | +$100.1K | 4.9% |
| SIGNATUREFD, LLC | 42,370 | +50 | $5.3M | -$99.2K | 0.1% |
| TRUIST FINANCIAL CORP | 4,668 | +852 | $581.3K | +$96.6K | 22.3% |
| Federation des caisses Desjardins du Quebec | 5,365 | +746 | $668.0K | +$81.4K | 16.1% |
| Measured Wealth Private Client Group, LLC | 6,328 | +703 | $788.0K | +$73.5K | 12.5% |
| M&T Bank Corp | 4,201 | +636 | $523.1K | +$70.3K | 17.8% |
| ENVESTNET ASSET MANAGEMENT INC | 107,493 | +1,566 | $13.4M | -$68.7K | 1.5% |
| OneAscent Financial Services LLC | 3,946 | +571 | $491.4K | +$62.7K | 16.9% |
| TCW GROUP INC | 68,940 | +1,772 | $8.6M | +$53.4K | 2.6% |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 87,667 | +1,360 | $10.9M | -$45.6K | 1.6% |
| Tower Research Capital LLC (TRC) | 1,446 | +386 | $180.1K | +$45.4K | 36.4% |
| Global Retirement Partners, LLC | 537 | +357 | $66.9K | +$44.0K | 198.3% |
| Rock Point Advisors, LLC | 19,457 | +38 | $2.4M | -$43.6K | 0.2% |
| GABELLI FUNDS LLC | 31,977 | +320 | $4.0M | -$39.0K | 1.0% |
| SG Americas Securities, LLC | 258,517 | +256,446 | $32.2K | +$31.9K | 12382.7% |
| Pictet Asset Management Holding SA | 9,759 | +436 | $1.2M | +$31.1K | 4.7% |
| MML INVESTORS SERVICES, LLC | 2,871 | +285 | $357.5K | +$29.0K | 11.0% |
| LAZARD ASSET MANAGEMENT LLC | 14,692 | +514 | $1.8M | +$28.7K | 3.6% |
| Precision Wealth Strategies, LLC | 5,933 | +336 | $738.8K | +$27.9K | 6.0% |
| OneAscent Investment Solutions LLC | 3,253 | +256 | $405.1K | +$24.4K | 8.5% |
| Knights of Columbus Asset Advisors LLC | 30,132 | +401 | $3.8M | -$24.1K | 1.3% |
| Cetera Investment Advisers | 14,647 | +111 | $1.8M | -$22.6K | 0.8% |
| Kera Capital Partners, Inc. | 2,212 | +57 | $295.4K | +$21.7K | 2.6% |
| Ethic Inc. | 5,409 | +270 | $673.5K | +$20.8K | 5.3% |
| KLP KAPITALFORVALTNING AS | 17,500 | +500 | $2.2M | +$19.9K | 2.9% |
| PNC Financial Services Group, Inc. | 1,645 | +169 | $204.8K | +$17.4K | 11.4% |
| Unison Advisors LLC | 9,882 | +57 | $1.2M | -$17.3K | 0.6% |
| Quarry LP | 674 | +134 | $83.9K | +$15.3K | 24.8% |
| Olympiad Research LP | 1,746 | +137 | $217.4K | +$13.1K | 8.5% |
| Parallel Advisors, LLC | 246 | +102 | $30.6K | +$12.3K | 70.8% |
| Veery Capital, LLC | 6,204 | +38 | $772.5K | -$10.6K | 0.6% |
| QRG CAPITAL MANAGEMENT, INC. | 3,045 | +137 | $379.2K | +$9.8K | 4.7% |
| Transamerica Financial Advisors, LLC | 83 | +71 | $10.4K | +$8.8K | 591.7% |
| LSV ASSET MANAGEMENT | 1,043,733 | +88,765 | $130.0K | +$8.7K | 9.3% |
| CITIGROUP INC | 109,613 | +2,088 | $13.6M | -$7.7K | 1.9% |
| WEDGE CAPITAL MANAGEMENT L L P/NC | 21,210 | +366 | $2.6M | -$6.3K | 1.8% |
| ALPS ADVISORS INC | 3,723 | +31 | $463.6K | -$5.3K | 0.8% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 4,361,681 | +58,452 | $543.1K | -$3.4K | 1.4% |
| Wealth Watch Advisors, INC | 36 | +23 | $4.5K | +$2.8K | 176.9% |
| Optimize Financial Inc | 3,652 | +52 | $454.7K | -$2.5K | 1.4% |
| MAI Capital Management | 83 | +21 | $10.3K | +$2.5K | 33.9% |
| Compound Planning, Inc. | 2,445 | +33 | $304.5K | -$1.9K | 1.4% |
| Versant Capital Management, Inc | 1,322 | +11 | $164.6K | -$1.9K | 0.8% |
| Activest Wealth Management | 61 | +13 | $7.6K | +$1.5K | 27.1% |
| SYON CAPITAL LLC | 2,463 | +58 | $306.7K | +$1.2K | 2.4% |
| GAMMA Investing LLC | 99 | +11 | $12.3K | +$1.1K | 12.5% |
| Thrivent Financial for Lutherans | 52,803 | +6,526 | $6.6K | +$697 | 14.1% |
| ACADIAN ASSET MANAGEMENT LLC | 399,500 | +11,820 | $49.7K | +$508 | 3.0% |
| XPONANCE, INC. | 3,892 | +80 | $484.6K | +$470 | 2.1% |
| Retirement Wealth Solutions LLC | 9 | +3 | $1.1K | +$358 | 50.0% |
| GSA CAPITAL PARTNERS LLP | 3,935 | +2,239 | $490 | +$275 | 132.0% |
| Daiwa Securities Group Inc. | 2,864 | +1,976 | $357 | +$244 | 222.5% |
| NewEdge Advisors, LLC | 106 | +1 | $13.2K | -$214 | 0.9% |
| Cambridge Investment Research Advisors, Inc. | 2,954 | +954 | $368 | +$114 | 47.7% |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,684 | +902 | $210 | +$111 | 115.3% |
| VAN ECK ASSOCIATES CORP | 50,993 | +1,621 | $6.3K | +$79 | 3.3% |
| Janney Montgomery Scott LLC | 18,183 | +927 | $2.3K | +$72 | 5.4% |
| AMALGAMATED BANK | 4,081 | +599 | $508 | +$66 | 17.2% |
| X-Square Capital, LLC | 6,185 | +471 | $770 | +$44 | 8.2% |
| FOSTER & MOTLEY INC | 4,947 | +337 | $616 | +$30 | 7.3% |
| BESSEMER GROUP INC | 3,087 | +140 | $385 | +$11 | 4.8% |