13F QoQ Ownership Changes
BYD Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 99 new · 116 added · 215 reduced · 69 exited
New Positions(99)
Added To(116)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| Invesco Ltd. | 1,427,828 | +773,394 | $121.7M | +$65.1M | 118.2% |
| UBS Group AG | 611,207 | +405,340 | $52.1M | +$34.3M | 196.9% |
| GEODE CAPITAL MANAGEMENT, LLC | 1,355,209 | +285,719 | $115.5M | +$23.1M | 26.7% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 1,755,659 | +277,529 | $149.7M | +$21.9M | 18.8% |
| TUDOR INVESTMENT CORP ET AL | 412,375 | +257,966 | $35.2M | +$21.8M | 167.1% |
| Qube Research & Technologies Ltd | 263,223 | +236,566 | $22.4M | +$20.1M | 887.4% |
| Gotham Asset Management, LLC | 683,674 | +171,579 | $58.3M | +$14.0M | 33.5% |
| FRANKLIN RESOURCES INC | 1,357,412 | +136,129 | $115.7M | +$10.1M | 11.1% |
| BNP PARIBAS FINANCIAL MARKETS | 135,930 | +106,878 | $11.6M | +$9.1M | 367.9% |
| VICTORY CAPITAL MANAGEMENT INC | 969,264 | +106,638 | $82.6M | +$8.0M | 12.4% |
| Nuveen, LLC | 1,080,331 | +103,684 | $92.1M | +$7.7M | 10.6% |
| JANE STREET GROUP, LLC | 925,780 | +101,217 | $78.9M | +$7.6M | 12.3% |
| Quantinno Capital Management LP | 782,602 | +85,498 | $66.7M | +$6.4M | 12.3% |
| FIRST TRUST ADVISORS LP | 665,261 | +72,626 | $56.7M | +$5.5M | 12.3% |
| D. E. Shaw & Co., Inc. | 70,094 | +59,494 | $6.0M | +$5.1M | 561.3% |
| WEDGE CAPITAL MANAGEMENT L L P/NC | 435,755 | +62,087 | $37.1M | +$4.8M | 16.6% |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 71,843 | +41,780 | $6.2M | +$3.5M | 139.0% |
| MILLENNIUM MANAGEMENT LLC | 300,463 | +40,065 | $25.6M | +$3.1M | 15.4% |
| Allianz Asset Management GmbH | 308,363 | +34,209 | $26.3M | +$2.6M | 12.5% |
| Amundi | 46,592 | +24,215 | $4.0M | +$2.1M | 108.2% |
| Focus Partners Wealth | 28,115 | +22,654 | $2.4M | +$1.9M | 414.8% |
| ONTARIO TEACHERS PENSION PLAN BOARD | 21,076 | +17,684 | $1.7M | +$1.4M | 521.3% |
| QRG CAPITAL MANAGEMENT, INC. | 24,409 | +16,204 | $2.1M | +$1.4M | 197.5% |
| Versor Investments LP | 23,584 | +15,173 | $2.0M | +$1.3M | 180.4% |
| AMERIPRISE FINANCIAL INC | 202,960 | +14,588 | $17.3M | +$1.0M | 7.7% |
| Pacer Advisors, Inc. | 18,376 | +10,496 | $1.6M | +$885.1K | 133.2% |
| Corient Private Wealth LLC | 204,351 | +190,091 | $2.1M | +$877.6K | 1333.0% |
| Creative Planning | 26,449 | +9,455 | $2.3M | +$785.4K | 55.6% |
| Tower Research Capital LLC (TRC) | 10,489 | +8,379 | $894.1K | +$711.7K | 397.1% |
| Walleye Capital LLC | 15,400 | +7,000 | $1.3M | +$586.5K | 83.3% |
| COMERICA BANK | 43,557 | +6,840 | $3.7M | +$538.6K | 18.6% |
| Elo Mutual Pension Insurance Co | 24,433 | +6,521 | $2.1M | +$534.2K | 36.4% |
| Tidal Investments LLC | 9,154 | +6,190 | $780.3K | +$524.0K | 208.8% |
| Illinois Municipal Retirement Fund | 70,688 | +6,447 | $6.0M | +$471.8K | 10.0% |
| WBI INVESTMENTS, LLC | 8,004 | +5,071 | $682.3K | +$428.7K | 172.9% |
| denkapparat Operations GmbH | 18,196 | +5,170 | $1.6M | +$424.9K | 39.7% |
| Aquatic Capital Management LLC | 20,351 | +5,066 | $1.7M | +$413.3K | 33.1% |
| RHUMBLINE ADVISERS | 167,970 | +7,048 | $14.3M | +$406.1K | 4.4% |
| Caprock Group, LLC | 29,020 | +4,874 | $2.5M | +$405.5K | 20.2% |
| New Age Alpha Advisors, LLC | 12,538 | +4,741 | $1.1M | +$394.7K | 60.8% |
| MORGAN STANLEY | 841,477 | +7,507 | $71.7M | -$369.3K | 0.9% |
| MERCER GLOBAL ADVISORS INC /ADV | 20,353 | +3,952 | $1.7M | +$317.0K | 24.1% |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 58,507 | +4,332 | $5.0M | +$303.7K | 8.0% |
| ALLIANCEBERNSTEIN L.P. | 86,067 | +4,634 | $7.3M | +$296.5K | 5.7% |
| Empowered Funds, LLC | 32,233 | +3,803 | $2.7M | +$289.8K | 13.4% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 7,287 | +2,853 | $639.8K | +$269.3K | 64.3% |
| ARISTEIA CAPITAL, L.L.C. | 6,903 | +3,053 | $588.4K | +$255.6K | 79.3% |
| BOOTHBAY FUND MANAGEMENT, LLC | 9,589 | +2,940 | $817.4K | +$242.6K | 44.2% |
| Seven Six Capital Management, LLC | 119,175 | +4,400 | $10.2M | +$236.2K | 3.8% |
| Kera Capital Partners, Inc. | 7,603 | +2,587 | $642.8K | +$209.1K | 51.6% |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 5,363 | +2,448 | $457.1K | +$205.1K | 84.0% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 6,398 | +2,371 | $545.4K | +$197.2K | 58.9% |
| XTX Topco Ltd | 5,118 | +2,025 | $436.3K | +$168.9K | 65.5% |
| Engineers Gate Manager LP | 11,019 | +1,846 | $939.3K | +$146.3K | 20.1% |
| Bayforest Capital Ltd | 5,102 | +1,679 | $434.9K | +$139.0K | 49.0% |
| CERTUITY, LLC | 6,470 | +1,606 | $551.5K | +$131.0K | 33.0% |
| Horizon Investments, LLC | 38,116 | +2,038 | $3.2M | +$130.1K | 5.6% |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 34,062 | +1,920 | $2.9M | +$126.3K | 6.0% |
| Cerity Partners LLC | 7,803 | +1,509 | $665.1K | +$121.0K | 24.0% |
| State of New Jersey Common Pension Fund D | 27,292 | +1,757 | $2.3M | +$118.9K | 6.9% |
| Callan Family Office, LLC | 3,992 | +1,228 | $340.3K | +$101.3K | 44.4% |
| Aptus Capital Advisors, LLC | 120,342 | +528 | $10.3M | -$100.0K | 0.4% |
| Swiss National Bank | 110,700 | +400 | $9.4M | -$99.4K | 0.4% |
| STATE OF WISCONSIN INVESTMENT BOARD | 39,013 | +1,670 | $3.3M | +$97.2K | 4.5% |
| Sequoia Financial Advisors, LLC | 81,723 | +2,165 | $7.0M | +$88.2K | 2.7% |
| AQR CAPITAL MANAGEMENT LLC | 12,439 | +1,151 | $1.1M | +$84.5K | 10.2% |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 17,125 | +1,186 | $1.5M | +$81.8K | 7.4% |
| Optas, LLC | 3,348 | +904 | $285.4K | +$74.1K | 37.0% |
| Baker Avenue Asset Management, LP | 7,653 | +808 | $652.3K | +$60.6K | 11.8% |
| SYON CAPITAL LLC | 10,978 | +849 | $935.8K | +$60.1K | 8.4% |
| Rockefeller Capital Management L.P. | 7,253 | +794 | $618.3K | +$59.9K | 12.3% |
| BROWN BROTHERS HARRIMAN & CO | 674 | +639 | $57.5K | +$54.4K | 1825.7% |
| COOKSON PEIRCE & CO INC | 4,206 | +676 | $358.5K | +$53.4K | 19.1% |
| Versant Capital Management, Inc | 8,219 | +724 | $700.6K | +$52.6K | 9.7% |
| Parallel Advisors, LLC | 1,276 | +551 | $108.8K | +$46.1K | 76.0% |
| Chicago Partners Investment Group LLC | 7,888 | +66 | $661.7K | +$43.8K | 0.8% |
| Pictet Asset Management Holding SA | 9,162 | +620 | $781.0K | +$42.5K | 7.3% |
| ASSETMARK, INC | 1,424 | +499 | $121.4K | +$41.4K | 53.9% |
| Pathstone Holdings, LLC | 38,851 | +75 | $3.3M | -$40.5K | 0.2% |
| PNC Financial Services Group, Inc. | 2,064 | +400 | $175.9K | +$32.1K | 24.0% |
| TRUIST FINANCIAL CORP | 5,128 | +405 | $437.1K | +$28.8K | 8.6% |
| ADVISORY RESEARCH INC | 8,964 | +445 | $764.1K | +$27.6K | 5.2% |
| STIFEL FINANCIAL CORP | 11,710 | +451 | $998.2K | +$24.8K | 4.0% |
| Linden Thomas Advisory Services, LLC | 22,519 | +531 | $1.9M | +$18.7K | 2.4% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2,907 | +51 | $247.8K | +$18.1K | 1.8% |
| Voya Investment Management LLC | 8,564 | +328 | $730.0K | +$18.0K | 4.0% |
| Interchange Capital Partners, LLC | 2,996 | +247 | $255.4K | +$17.7K | 9.0% |
| Larson Financial Group LLC | 225 | +173 | $19.2K | +$14.7K | 332.7% |
| TD PRIVATE CLIENT WEALTH LLC | 854 | +168 | $72.8K | +$13.5K | 24.5% |
| LSV ASSET MANAGEMENT | 351,870 | +125,130 | $30.0K | +$10.4K | 55.2% |
| Quent Capital, LLC | 830 | +85 | $70.7K | +$6.3K | 11.4% |
| IMA Advisory Services, Inc. | 70 | +64 | $6.0K | +$5.4K | 1066.7% |
| LEVEL FOUR ADVISORY SERVICES, LLC | 2,560 | +92 | $218.2K | +$4.9K | 3.7% |
| SIGNATUREFD, LLC | 2,990 | +74 | $254.9K | +$2.8K | 2.5% |
| ALPS ADVISORS INC | 5,429 | +45 | $462.8K | -$2.7K | 0.8% |
| Cetera Trust Company, N.A | 3,880 | +25 | $330.7K | -$2.5K | 0.6% |
| EverSource Wealth Advisors, LLC | 238 | +32 | $20.3K | +$2.5K | 15.5% |
| CIBC Private Wealth Group LLC | 212 | +30 | $18.1K | +$2.3K | 16.5% |
| Retirement Wealth Solutions LLC | 41 | +20 | $3.5K | +$1.7K | 95.2% |
| GeoWealth Management, LLC | 3,237 | +28 | $275.9K | -$1.5K | 0.9% |
| JONES FINANCIAL COMPANIES LLLP | 764 | +21 | $65.1K | +$1.3K | 2.8% |
| MAI Capital Management | 662 | +22 | $56.4K | +$1.1K | 3.4% |
| FOSTER & MOTLEY INC | 82,611 | +13,643 | $7.0K | +$1.1K | 19.8% |
| Physician Wealth Advisors, Inc. | 32 | +10 | $2.7K | +$826 | 45.5% |
| Golden State Wealth Management, LLC | 609 | +1 | $51.9K | -$727 | 0.2% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 2,143 | +38 | $182.7K | +$692 | 1.8% |
| Thrivent Financial for Lutherans | 25,453 | +7,812 | $2.2K | +$645 | 44.3% |
| State of Alaska, Department of Revenue | 51,706 | +5,230 | $4.4K | +$391 | 11.3% |
| Parkside Financial Bank & Trust | 872 | +9 | $74.3K | -$277 | 1.0% |
| GSA CAPITAL PARTNERS LLP | 5,698 | +2,727 | $486 | +$229 | 91.8% |
| Cornerstone Planning Group LLC | 8 | +2 | $668 | +$204 | 33.3% |
| Optimize Financial Inc | 6,997 | +100 | $596.4K | +$178 | 1.4% |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 866 | +250 | $74 | +$21 | 40.6% |
| CENTAURUS FINANCIAL, INC. | 4,979 | +269 | $424 | +$17 | 5.7% |
| CX Institutional | 10,962 | +302 | $934 | +$12 | 2.8% |
| Avion Wealth | 16 | +6 | $1 | +$1 | 60.0% |