13F QoQ Ownership Changes
BUDFF Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 116 new · 173 added · 237 reduced · 71 exited
New Positions(116)
Added To(173)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| MORGAN STANLEY | 4,205,767 | +966,378 | $269.3M | +$76.2M | 29.8% |
| Fisher Asset Management, LLC | 11,380,404 | +368,721 | $728.8M | +$72.4M | 3.3% |
| D. E. Shaw & Co., Inc. | 2,145,589 | +966,890 | $137.4M | +$67.1M | 82.0% |
| Point72 Asset Management, L.P. | 1,262,864 | +736,664 | $80.9M | +$49.5M | 140.0% |
| JPMORGAN CHASE & CO | 853,809 | +709,389 | $54.7M | +$46.1M | 491.2% |
| Balyasny Asset Management L.P. | 630,421 | +512,839 | $40.4M | +$33.4M | 436.1% |
| RAYMOND JAMES FINANCIAL INC | 1,301,861 | +430,922 | $83.4M | +$31.5M | 49.5% |
| MILLENNIUM MANAGEMENT LLC | 559,064 | +432,837 | $35.8M | +$28.3M | 342.9% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 2,949,277 | +204,713 | $188.9M | +$25.3M | 7.5% |
| CITADEL ADVISORS LLC | 3,234,019 | +180,943 | $207.1M | +$25.1M | 5.9% |
| GOLDMAN SACHS GROUP INC | 4,009,863 | +42,009 | $256.8M | +$20.3M | 1.1% |
| VICTORY CAPITAL MANAGEMENT INC | 986,538 | +157,868 | $63.2M | +$13.8M | 19.1% |
| NORTHERN TRUST CORP | 1,149,824 | +132,044 | $73.6M | +$13.0M | 13.0% |
| CAUSEWAY CAPITAL MANAGEMENT LLC | 701,343 | +91,657 | $44.9M | +$8.6M | 15.0% |
| Long Focus Capital Management, LLC | 1,265,600 | +40,000 | $81.0M | +$8.0M | 3.3% |
| UBS Group AG | 1,580,605 | +12,710 | $101.2M | +$7.8M | 0.8% |
| MARSHALL WACE, LLP | 205,634 | +108,315 | $13.2M | +$7.4M | 111.3% |
| Walleye Trading LLC | 413,418 | +37,799 | $26.5M | +$4.1M | 10.1% |
| Quantinno Capital Management LP | 166,618 | +55,877 | $10.7M | +$4.1M | 50.5% |
| SALT Holding Corp. | 114,415 | +51,815 | $7.3M | +$3.6M | 82.8% |
| CAPITAL FUND MANAGEMENT S.A. | 341,700 | +34,035 | $21.9M | +$3.5M | 11.1% |
| PENN DAVIS MCFARLAND INC | 486,842 | +22,748 | $31.2M | +$3.5M | 4.9% |
| RBF Capital, LLC | 100,000 | +50,000 | $6.4M | +$3.4M | 100.0% |
| Russell Investments Group, Ltd. | 58,661 | +48,413 | $3.8M | +$3.1M | 472.4% |
| Curi Capital, LLC | 116,440 | +35,655 | $7.5M | +$2.6M | 44.1% |
| AQR CAPITAL MANAGEMENT LLC | 62,014 | +35,989 | $4.0M | +$2.4M | 138.3% |
| Pathstone Holdings, LLC | 157,329 | +27,793 | $10.1M | +$2.4M | 21.4% |
| Vestmark Advisory Solutions, Inc. | 50,368 | +32,477 | $3.2M | +$2.2M | 181.5% |
| Creative Planning | 131,938 | +25,114 | $8.4M | +$2.1M | 23.5% |
| Invesco Ltd. | 303,535 | +11,857 | $19.4M | +$2.1M | 4.1% |
| Qube Research & Technologies Ltd | 45,886 | +28,586 | $2.9M | +$1.9M | 165.2% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 137,861 | +19,598 | $8.8M | +$1.8M | 16.6% |
| SEI INVESTMENTS CO | 299,016 | +7,004 | $19.1M | +$1.7M | 2.4% |
| Callan Family Office, LLC | 107,337 | +20,549 | $6.9M | +$1.7M | 23.7% |
| EVERETT HARRIS & CO /CA/ | 245,815 | +8,917 | $15.7M | +$1.6M | 3.8% |
| Mariner, LLC | 59,894 | +18,146 | $3.8M | +$1.3M | 43.5% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 46,416 | +18,107 | $3.0M | +$1.3M | 64.0% |
| TWO SIGMA INVESTMENTS, LP | 44,200 | +15,300 | $2.8M | +$1.1M | 52.9% |
| MERCER GLOBAL ADVISORS INC /ADV | 82,458 | +12,024 | $5.3M | +$1.1M | 17.1% |
| Aquatic Capital Management LLC | 99,692 | +9,857 | $6.4M | +$1.0M | 11.0% |
| Brooklyn Investment Group | 59,117 | +14,436 | $3.8M | +$966.5K | 32.3% |
| Focus Partners Wealth | 42,011 | +11,868 | $2.7M | +$893.7K | 39.4% |
| DIMENSIONAL FUND ADVISORS LP | 107,558 | +5,807 | $6.9M | +$822.6K | 5.7% |
| Vise Technologies, Inc. | 37,705 | +10,871 | $2.4M | +$815.0K | 40.5% |
| Orion Porfolio Solutions, LLC | 39,655 | +10,321 | $2.5M | +$790.9K | 35.2% |
| Ethic Inc. | 91,361 | +5,732 | $5.9M | +$746.4K | 6.7% |
| Cerity Partners LLC | 62,932 | +7,453 | $4.0M | +$723.1K | 13.4% |
| ASSETMARK, INC | 64,675 | +7,197 | $4.1M | +$715.5K | 12.5% |
| MAVERICK CAPITAL LTD | 35,898 | +9,098 | $2.3M | +$701.4K | 33.9% |
| US BANCORP \DE\ | 138,653 | +559 | $8.9M | +$647.6K | 0.4% |
| RHUMBLINE ADVISERS | 21,825 | +8,463 | $1.4M | +$601.2K | 63.3% |
| &PARTNERS | 46,974 | +5,896 | $3.0M | +$595.5K | 14.3% |
| STIFEL FINANCIAL CORP | 87,119 | +3,085 | $5.6M | +$569.8K | 3.7% |
| IEQ CAPITAL, LLC | 19,802 | +7,907 | $1.3M | +$559.1K | 66.5% |
| Ironwood Investment Counsel, LLC | 89,339 | +2,281 | $5.7M | +$531.7K | 2.6% |
| Centiva Capital, LP | 11,168 | +7,668 | $715.2K | +$506.6K | 219.1% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 50,675 | +4,595 | $3.2M | +$498.4K | 10.0% |
| ABC ARBITRAGE SA | 83,039 | +2,126 | $5.3M | +$494.6K | 2.6% |
| Clearbridge Investments, LLC | 102,594 | +320 | $6.6M | +$473.5K | 0.3% |
| OPPENHEIMER ASSET MANAGEMENT INC. | 53,083 | +3,464 | $3.4M | +$441.6K | 7.0% |
| MML INVESTORS SERVICES, LLC | 57,492 | +2,792 | $3.7M | +$421.1K | 5.1% |
| Private Advisor Group, LLC | 35,313 | +4,026 | $2.3M | +$396.4K | 12.9% |
| QRG CAPITAL MANAGEMENT, INC. | 52,492 | +2,687 | $3.4M | +$392.8K | 5.4% |
| JONES FINANCIAL COMPANIES LLLP | 51,372 | +1,789 | $3.3M | +$357.5K | 3.6% |
| Sequoia Financial Advisors, LLC | 32,876 | +3,465 | $2.1M | +$352.2K | 11.8% |
| AMERIPRISE FINANCIAL INC | 46,850 | +2,300 | $3.0M | +$344.8K | 5.2% |
| SCOTIA CAPITAL INC. | 35,553 | +2,794 | $2.3M | +$324.0K | 8.5% |
| Merit Financial Group, LLC | 20,504 | +3,831 | $1.3M | +$319.3K | 23.0% |
| Heron Bay Capital Management | 65,355 | +400 | $4.2M | +$313.4K | 0.6% |
| Baird Financial Group, Inc. | 58,921 | +798 | $3.8M | +$308.6K | 1.4% |
| Concurrent Investment Advisors, LLC | 11,022 | +3,969 | $705.8K | +$285.4K | 56.3% |
| HighTower Advisors, LLC | 39,711 | +1,713 | $2.5M | +$277.5K | 4.5% |
| OneDigital Investment Advisors LLC | 8,140 | +4,037 | $521.3K | +$276.7K | 98.4% |
| Allspring Global Investments Holdings, LLC | 11,372 | +3,772 | $724.5K | +$272.0K | 49.6% |
| Global Retirement Partners, LLC | 5,904 | +4,003 | $378.1K | +$264.8K | 210.6% |
| Pure Financial Advisors, LLC | 7,699 | +3,740 | $493.1K | +$257.1K | 94.5% |
| Venturi Wealth Management, LLC | 11,180 | +3,125 | $715.9K | +$235.7K | 38.8% |
| Aaron Wealth Advisors LLC | 9,547 | +3,075 | $611.4K | +$225.6K | 47.5% |
| GeoWealth Management, LLC | 13,357 | +2,728 | $855.4K | +$221.8K | 25.7% |
| Corient Private Wealth LLC | 17,304 | +2,853 | $1.1M | +$211.9K | 19.7% |
| Bleakley Financial Group, LLC | 25,732 | +1,508 | $1.6M | +$203.9K | 6.2% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 14,802 | +2,209 | $947.9K | +$197.3K | 17.5% |
| NewEdge Wealth, LLC | 23,149 | +2,574 | $1.5M | +$189.1K | 12.5% |
| NewEdge Advisors, LLC | 8,158 | +2,426 | $522.4K | +$180.7K | 42.3% |
| Compound Planning, Inc. | 15,816 | +1,494 | $1.0M | +$159.1K | 10.4% |
| GC Wealth Management RIA, LLC | 13,139 | +1,688 | $841.4K | +$158.8K | 14.7% |
| SIGNATUREFD, LLC | 19,442 | +1,216 | $1.2M | +$158.6K | 6.7% |
| Rockefeller Capital Management L.P. | 6,889 | +2,059 | $441.2K | +$153.3K | 42.6% |
| FOUNDERS FINANCIAL SECURITIES LLC | 18,221 | +1,120 | $1.2M | +$147.5K | 6.5% |
| PROFUND ADVISORS LLC | 13,357 | +1,439 | $855.4K | +$144.9K | 12.1% |
| CoreFirst Bank & Trust | 4,485 | +1,995 | $287.2K | +$138.8K | 80.1% |
| CULBERTSON A N & CO INC | 11,725 | +1,450 | $750.9K | +$138.4K | 14.1% |
| Horizon Investments, LLC | 15,999 | +1,120 | $1.0M | +$137.6K | 7.5% |
| MQS Management LLC | 5,389 | +1,826 | $345.1K | +$132.7K | 51.2% |
| EVERGREEN CAPITAL MANAGEMENT LLC | 13,869 | +1,164 | $888.2K | +$130.8K | 9.2% |
| FRANKLIN RESOURCES INC | 24,069 | +388 | $1.5M | +$129.8K | 1.6% |
| AE Wealth Management LLC | 6,500 | +1,563 | $416.2K | +$122.0K | 31.6% |
| Atlantic Union Bankshares Corp | 16,152 | +841 | $1.0M | +$121.7K | 5.5% |
| TRUIST FINANCIAL CORP | 17,571 | +716 | $1.1M | +$120.5K | 4.2% |
| OUTFITTER FINANCIAL LLC | 21,655 | +345 | $1.4M | +$116.5K | 1.6% |
| Versant Capital Management, Inc | 8,159 | +1,281 | $522.5K | +$112.5K | 18.6% |
| Ascent Group, LLC | 5,225 | +1,483 | $334.6K | +$111.6K | 39.6% |
| 1832 Asset Management L.P. | 13,220 | +885 | $846.6K | +$111.3K | 7.2% |
| Sterling Capital Management LLC | 10,956 | +1,050 | $701.6K | +$111.1K | 10.6% |
| Prestige Wealth Management Group LLC | 2,012 | +1,710 | $122.5K | +$104.5K | 566.2% |
| Federation des caisses Desjardins du Quebec | 5,644 | +1,244 | $361.4K | +$99.1K | 28.3% |
| Persium Advisors, LLC | 10,738 | +817 | $687.7K | +$96.3K | 8.2% |
| Caprock Group, LLC | 14,266 | +1,213 | $913.7K | +$95.6K | 9.3% |
| MONETA GROUP INVESTMENT ADVISORS LLC | 4,754 | +1,142 | $304.4K | +$89.1K | 31.6% |
| Farther Finance Advisors, LLC | 3,412 | +1,188 | $218.5K | +$85.9K | 53.4% |
| EAGLE ROCK INVESTMENT COMPANY, LLC | 5,973 | +867 | $382.5K | +$78.1K | 17.0% |
| Cetera Trust Company, N.A | 4,850 | +950 | $310.6K | +$78.1K | 24.4% |
| Larson Financial Group LLC | 2,566 | +1,013 | $164.3K | +$71.7K | 65.2% |
| M&T Bank Corp | 5,909 | +740 | $378.0K | +$70.2K | 14.3% |
| Strategic Blueprint, LLC | 5,464 | +754 | $349.9K | +$69.2K | 16.0% |
| Smartleaf Asset Management LLC | 7,951 | +515 | $513.7K | +$68.7K | 6.9% |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 8,868 | +472 | $567.9K | +$67.4K | 5.6% |
| SAGESPRING WEALTH PARTNERS, LLC | 5,536 | +719 | $354.5K | +$67.4K | 14.9% |
| Cullen/Frost Bankers, Inc. | 14,602 | +13 | $935.1K | +$65.5K | 0.1% |
| D.A. DAVIDSON & CO. | 13,868 | +10 | $888.2K | +$62.0K | 0.1% |
| Ransom Advisory, Ltd | 1,200 | +1,000 | $70.8K | +$58.9K | 500.0% |
| GAMMA Investing LLC | 2,536 | +783 | $162.4K | +$57.9K | 44.7% |
| Michels Family Financial, LLC | 8,840 | +250 | $566.1K | +$54.1K | 2.9% |
| Valeo Financial Advisors, LLC | 5,066 | +503 | $324.4K | +$52.4K | 11.0% |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 10,074 | +82 | $646.3K | +$52.2K | 0.8% |
| Parallel Advisors, LLC | 5,918 | +391 | $379.1K | +$49.5K | 7.1% |
| Balanced Rock Investment Advisors LLC | 9,185 | +130 | $588.2K | +$48.4K | 1.4% |
| Integrity Advisory Solutions, LLC | 4,798 | +417 | $307.3K | +$46.1K | 9.5% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 10,282 | +1 | $658.4K | +$45.6K | 0.0% |
| Savant Capital, LLC | 4,812 | +388 | $308.2K | +$44.5K | 8.8% |
| Avidian Wealth Enterprises, LLC | 5,595 | +293 | $358.3K | +$42.3K | 5.5% |
| Forum Financial Management, LP | 8,748 | +40 | $560.2K | +$41.1K | 0.5% |
| FIFTH THIRD BANCORP | 865 | +619 | $55.4K | +$40.7K | 251.6% |
| COMMERCE BANK | 5,175 | +256 | $331.4K | +$38.2K | 5.2% |
| EverSource Wealth Advisors, LLC | 2,954 | +380 | $189.2K | +$35.7K | 14.8% |
| PERSONAL CFO SOLUTIONS, LLC | 7,143 | +51 | $457.4K | +$34.7K | 0.7% |
| Brucke Financial, Inc. | 6,235 | +178 | $399.3K | +$30.4K | 2.9% |
| Rosenberg Matthew Hamilton | 1,669 | +368 | $106.9K | +$29.3K | 28.3% |
| Integrated Advisors Network LLC | 5,279 | +73 | $338.1K | +$27.7K | 1.4% |
| NATIONAL BANK OF CANADA /FI/ | 3,730 | +195 | $238.8K | +$27.6K | 5.5% |
| HB Wealth Management, LLC | 5,272 | +62 | $337.6K | +$27.0K | 1.2% |
| Bogart Wealth, LLC | 390 | +380 | $25.0K | +$24.4K | 3800.0% |
| FSM Wealth Advisors, LLC | 3,886 | +57 | $248.9K | +$20.6K | 1.5% |
| Dorsey & Whitney Trust CO LLC | 3,972 | +10 | $254.4K | +$18.2K | 0.3% |
| Parkside Financial Bank & Trust | 498 | +220 | $31.9K | +$15.3K | 79.1% |
| ATWOOD & PALMER INC | 3,004 | +4 | $192.4K | +$13.5K | 0.1% |
| Mutual Advisors, LLC | 3,572 | +75 | $228.7K | +$13.4K | 2.1% |
| Bell Investment Advisors, Inc | 331 | +180 | $21.2K | +$12.2K | 119.2% |
| Cromwell Holdings LLC | 1,203 | +78 | $77.0K | +$10.0K | 6.9% |
| RICHARDSON FINANCIAL SERVICES INC. | 1,693 | +13 | $108.6K | +$8.4K | 0.8% |
| NBC SECURITIES, INC. | 816 | +60 | $52.3K | +$7.2K | 7.9% |
| True Wealth Design, LLC | 193 | +106 | $12.4K | +$7.2K | 121.8% |
| UMB Bank, n.a. | 801 | +52 | $51.3K | +$6.6K | 6.9% |
| Transamerica Financial Advisors, LLC | 107 | +96 | $6.9K | +$6.2K | 872.7% |
| Legacy Wealth Managment, LLC/ID | 456 | +43 | $29.2K | +$4.6K | 10.4% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 86 | +64 | $5.5K | +$4.2K | 290.9% |
| Abound Wealth Management | 363 | +39 | $23.2K | +$3.9K | 12.0% |
| Independence Bank of Kentucky | 429 | +29 | $27.5K | +$3.6K | 7.3% |
| NATIXIS ADVISORS, LLC | 193,469 | +46,047 | $12.4K | +$3.6K | 31.2% |
| Westside Investment Management, Inc. | 817 | +1 | $52.2K | +$3.5K | 0.1% |
| Salomon & Ludwin, LLC | 471 | +25 | $29.8K | +$3.2K | 5.6% |
| MONTAG A & ASSOCIATES INC | 49 | +32 | $3.2K | +$2.1K | 188.2% |
| Cornerstone Planning Group LLC | 70 | +22 | $4.9K | +$2.0K | 45.8% |
| Spire Wealth Management | 364 | +6 | $23.3K | +$2.0K | 1.7% |
| Physician Wealth Advisors, Inc. | 111 | +24 | $7.1K | +$1.9K | 27.6% |
| HANTZ FINANCIAL SERVICES, INC. | 46,132 | +28,386 | $3.0K | +$1.9K | 159.9% |
| THOMPSON SIEGEL & WALMSLEY LLC | 202,648 | +7,280 | $13.0K | +$1.3K | 3.7% |
| FEDERATED HERMES, INC. | 45 | +10 | $2.9K | +$796 | 28.6% |
| TD PRIVATE CLIENT WEALTH LLC | 46 | +8 | $2.9K | +$681 | 21.1% |
| MJT & Associates Financial Advisory Group, Inc. | 10 | +5 | $642 | +$343 | 100.0% |
| Janney Montgomery Scott LLC | 22,672 | +3,430 | $1.5K | +$305 | 17.8% |
| INGALLS & SNYDER LLC | 9,794 | +2,339 | $627 | +$183 | 31.4% |
| CX Institutional | 35 | +5 | $2 | $0 | 16.7% |