13F QoQ Ownership Changes
CHDN Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 99 new · 117 added · 243 reduced · 71 exited
New Positions(99)
Added To(117)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| CITADEL ADVISORS LLC | 970,267 | +777,546 | $110.4M | +$91.7M | 403.4% |
| Balyasny Asset Management L.P. | 1,020,393 | +494,553 | $116.1M | +$65.1M | 94.0% |
| Capital International Investors | 3,099,437 | +839 | $352.7M | +$52.1M | 0.0% |
| Clearbridge Investments, LLC | 610,465 | +362,369 | $69.5M | +$45.4M | 146.1% |
| STATE STREET CORP | 1,956,295 | +11,523 | $223.4M | +$34.8M | 0.6% |
| Alua Capital Management LP | 715,580 | +215,300 | $81.4M | +$32.9M | 43.0% |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 1,145,413 | +127,687 | $130.3M | +$31.6M | 12.5% |
| AMERIPRISE FINANCIAL INC | 809,471 | +162,033 | $92.2M | +$29.4M | 25.0% |
| GEODE CAPITAL MANAGEMENT, LLC | 1,327,655 | +32,445 | $151.1M | +$25.4M | 2.5% |
| Jain Global LLC | 225,099 | +221,393 | $25.6M | +$25.3M | 5973.9% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 1,384,089 | +7,687 | $157.5M | +$24.0M | 0.6% |
| NORGES BANK | 795,647 | +259,026 | $90.5M | +$18.0M | 48.3% |
| Gotham Asset Management, LLC | 496,205 | +85,799 | $56.5M | +$16.6M | 20.9% |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 695,096 | +45,922 | $79.7M | +$15.9M | 7.1% |
| Verition Fund Management LLC | 146,734 | +135,739 | $16.7M | +$15.6M | 1234.5% |
| BARCLAYS PLC | 213,186 | +139,604 | $21.5M | +$14.4M | 189.7% |
| UBS Group AG | 350,982 | +74,421 | $39.9M | +$13.1M | 26.9% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 625,274 | +20,910 | $71.1M | +$12.5M | 3.5% |
| BANK OF AMERICA CORP /DE/ | 701,665 | +485 | $79.8M | +$11.8M | 0.1% |
| Lighthouse Investment Partners, LLC | 115,285 | +68,985 | $13.1M | +$8.6M | 149.0% |
| LOOMIS SAYLES & CO L P | 327,002 | +21,363 | $37.2M | +$7.6M | 7.0% |
| Atlanta Consulting Group Advisors, LLC | 106,051 | +58,672 | $12.1M | +$7.5M | 123.8% |
| Quantinno Capital Management LP | 133,769 | +48,325 | $15.2M | +$6.9M | 56.5% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 196,607 | +37,210 | $22.4M | +$6.9M | 23.3% |
| FIFTH THIRD BANCORP | 52,649 | +51,857 | $6.0M | +$5.9M | 6547.6% |
| Point72 Asset Management, L.P. | 55,463 | +46,563 | $6.3M | +$5.4M | 523.2% |
| SOROS CAPITAL MANAGEMENT LLC | 50,144 | +40,367 | $5.7M | +$4.8M | 412.9% |
| Retirement Systems of Alabama | 202,056 | +11,519 | $23.0M | +$4.5M | 6.0% |
| Invesco Ltd. | 169,001 | +12,539 | $19.2M | +$4.1M | 8.0% |
| INTECH INVESTMENT MANAGEMENT LLC | 38,049 | +33,946 | $4.3M | +$3.9M | 827.3% |
| TUDOR INVESTMENT CORP ET AL | 56,520 | +28,315 | $6.4M | +$3.7M | 100.4% |
| WELLS FARGO & COMPANY/MN | 164,916 | +2,322 | $18.8M | +$3.0M | 1.4% |
| California Public Employees Retirement System | 119,194 | +3,290 | $13.6M | +$2.3M | 2.8% |
| GABELLI FUNDS LLC | 133,100 | +300 | $15.1M | +$2.3M | 0.2% |
| Orvieto Partners, L.P. | 75,000 | +10,000 | $8.5M | +$2.2M | 15.4% |
| FIRST TRUST ADVISORS LP | 27,393 | +17,202 | $3.1M | +$2.1M | 168.8% |
| SEI INVESTMENTS CO | 53,631 | +11,002 | $6.1M | +$2.0M | 25.8% |
| Creative Planning | 25,570 | +14,430 | $2.9M | +$1.8M | 129.5% |
| ONTARIO TEACHERS PENSION PLAN BOARD | 24,386 | +12,453 | $2.6M | +$1.4M | 104.3% |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 38,052 | +6,247 | $4.3M | +$1.2M | 19.6% |
| Pacer Advisors, Inc. | 18,088 | +9,318 | $2.1M | +$1.2M | 106.2% |
| Russell Investments Group, Ltd. | 40,541 | +1,922 | $4.6M | +$866.3K | 5.0% |
| Tidal Investments LLC | 9,896 | +6,940 | $1.1M | +$839.2K | 234.8% |
| NEW YORK STATE COMMON RETIREMENT FUND | 35,432 | +2,000 | $4.0M | +$788.2K | 6.0% |
| EXCHANGE TRADED CONCEPTS, LLC | 31,214 | +2,359 | $3.6M | +$752.3K | 8.2% |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 29,474 | +1,943 | $3.4M | +$682.8K | 7.0% |
| Secure Asset Management, LLC | 38,055 | +291 | $4.3M | +$681.5K | 0.8% |
| Aurora Investment Counsel | 25,618 | +916 | $2.9M | +$518.5K | 3.7% |
| WORLDQUANT MILLENNIUM ADVISORS LLC | 9,104 | +3,662 | $1.0M | +$507.9K | 67.3% |
| STIFEL FINANCIAL CORP | 27,637 | +334 | $3.1M | +$495.9K | 1.2% |
| Police & Firemen's Retirement System of New Jersey | 28,434 | +181 | $3.2M | +$494.4K | 0.6% |
| Vanguard Personalized Indexing Management, LLC | 7,235 | +3,817 | $823.2K | +$491.6K | 111.7% |
| AMERICAN CENTURY COMPANIES INC | 22,111 | +761 | $2.5M | +$444.6K | 3.6% |
| CRAWFORD INVESTMENT COUNSEL INC | 13,738 | +1,705 | $1.6M | +$395.8K | 14.2% |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 18,470 | +786 | $2.1M | +$386.0K | 4.4% |
| BNP PARIBAS FINANCIAL MARKETS | 9,604 | +2,231 | $1.1M | +$377.5K | 30.3% |
| LAZARD ASSET MANAGEMENT LLC | 18,115 | +706 | $2.1M | +$372.3K | 4.0% |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 20,450 | +178 | $2.3M | +$360.2K | 0.9% |
| OPPENHEIMER ASSET MANAGEMENT INC. | 10,667 | +1,355 | $1.2M | +$310.3K | 14.6% |
| COMMERCE BANK | 7,429 | +1,911 | $845.3K | +$310.0K | 34.6% |
| Neo Ivy Capital Management | 9,506 | +1,230 | $1.1M | +$278.7K | 14.9% |
| US BANCORP \DE\ | 6,476 | +1,741 | $736.9K | +$277.5K | 36.8% |
| SummitTX Capital, L.P. | 3,905 | +1,709 | $444.3K | +$231.3K | 77.8% |
| Corient Private Wealth LLC | 56,922 | +50,502 | $853.5K | +$230.7K | 786.6% |
| BANK OF MONTREAL /CAN/ | 8,700 | +820 | $989.9K | +$225.4K | 10.4% |
| FORA Capital, LLC | 4,363 | +1,522 | $496.4K | +$220.8K | 53.6% |
| BARLOW WEALTH PARTNERS, INC. | 16,276 | +230 | $1.8M | +$217.8K | 1.4% |
| &PARTNERS | 5,076 | +1,356 | $577.5K | +$217.0K | 36.5% |
| QUADRANT CAPITAL GROUP LLC | 4,101 | +1,482 | $466.6K | +$212.5K | 56.6% |
| Pictet Asset Management Holding SA | 9,747 | +471 | $1.1M | +$209.1K | 5.1% |
| NEUBERGER BERMAN GROUP LLC | 9,964 | +259 | $1.1M | +$192.2K | 2.7% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 6,131 | +863 | $697.6K | +$186.5K | 16.4% |
| Cetera Investment Advisers | 6,385 | +727 | $726.5K | +$177.5K | 12.8% |
| DEUTSCHE BANK AG\ | 8,539 | +278 | $971.6K | +$170.2K | 3.4% |
| Federation des caisses Desjardins du Quebec | 5,289 | +734 | $601.8K | +$159.9K | 16.1% |
| Argent Trust Co | 8,019 | +88 | $912.4K | +$143.0K | 1.1% |
| Columbia Asset Management | 5,685 | +415 | $646.8K | +$135.6K | 7.9% |
| Brooklyn Investment Group | 3,027 | +767 | $346.6K | +$127.4K | 33.9% |
| Tower Research Capital LLC (TRC) | 2,852 | +670 | $324.5K | +$112.8K | 30.7% |
| NISA INVESTMENT ADVISORS, LLC | 6,278 | +1 | $717.1K | +$108.1K | 0.0% |
| HighPoint Advisor Group LLC | 3,568 | +455 | $406.0K | +$104.0K | 14.6% |
| Cornerstone Investment Partners, LLC | 6,148 | +2 | $699.5K | +$103.3K | 0.0% |
| YOUSIF CAPITAL MANAGEMENT, LLC | 11,515 | +244 | $1.2M | +$101.6K | 2.2% |
| GAMMA Investing LLC | 1,469 | +778 | $167.1K | +$100.1K | 112.6% |
| Envestnet Portfolio Solutions, Inc. | 4,794 | +97 | $545.5K | +$89.8K | 2.1% |
| Atlas Brown,Inc. | 4,311 | +50 | $490.4K | +$77.1K | 1.2% |
| EVERGREEN CAPITAL MANAGEMENT LLC | 3,372 | +202 | $384.7K | +$77.1K | 6.4% |
| CIBC Private Wealth Group LLC | 2,501 | +169 | $284.6K | +$58.3K | 7.2% |
| Fiduciary Trust Co | 2,700 | +129 | $307.2K | +$57.9K | 5.0% |
| Farther Finance Advisors, LLC | 740 | +439 | $84.2K | +$55.0K | 145.8% |
| Cetera Trust Company, N.A | 2,297 | +100 | $261.4K | +$48.2K | 4.5% |
| Sterling Capital Management LLC | 1,012 | +318 | $115.1K | +$47.8K | 45.8% |
| UMB Bank, n.a. | 873 | +323 | $99.3K | +$46.0K | 58.7% |
| GROUP ONE TRADING LLC | 720 | +348 | $81.9K | +$45.8K | 93.5% |
| Ancora Advisors LLC | 1,349 | +221 | $153.5K | +$44.1K | 19.6% |
| SIGNATUREFD, LLC | 639 | +287 | $72.7K | +$38.6K | 81.5% |
| Thrivent Financial for Lutherans | 397,921 | +326,241 | $45.3K | +$38.3K | 455.1% |
| STRS OHIO | 1,583 | +74 | $180.1K | +$33.7K | 4.9% |
| Parallel Advisors, LLC | 415 | +260 | $47.2K | +$32.2K | 167.7% |
| NATIXIS ADVISORS, LLC | 458,801 | +191,390 | $52.2K | +$26.3K | 71.6% |
| Parkside Financial Bank & Trust | 256 | +191 | $29.1K | +$22.8K | 293.8% |
| Larson Financial Group LLC | 1,236 | +21 | $140.6K | +$22.8K | 1.7% |
| GW&K Investment Management, LLC | 682,196 | +76,703 | $77.6K | +$18.9K | 12.7% |
| HUNTINGTON NATIONAL BANK | 753 | +46 | $85.7K | +$17.1K | 6.5% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 380,817 | +33,009 | $43.3K | +$9.6K | 9.5% |
| ROTHSCHILD INVESTMENT LLC | 89 | +82 | $10.1K | +$9.4K | 1171.4% |
| MAI Capital Management | 132 | +73 | $15.0K | +$9.3K | 123.7% |
| MassMutual Private Wealth & Trust, FSB | 397 | +21 | $45.2K | +$8.7K | 5.6% |
| SouthState Corp | 42 | +29 | $4.8K | +$3.5K | 223.1% |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 46,813 | +26,105 | $5.3K | +$3.3K | 126.1% |
| BESSEMER GROUP INC | 33,397 | +27,139 | $3.8K | +$3.2K | 433.7% |
| HANTZ FINANCIAL SERVICES, INC. | 7,152 | +6,518 | $814 | +$752 | 1028.1% |
| AdvisorNet Financial, Inc | 4 | +3 | $455 | +$358 | 300.0% |
| Cambridge Investment Research Advisors, Inc. | 11,894 | +448 | $1.4K | +$243 | 3.9% |
| PARK AVENUE SECURITIES LLC | 12,132 | +136 | $1.4K | +$216 | 1.1% |
| Hughes Financial Services, LLC | 7 | +1 | $796 | +$197 | 16.7% |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 857 | +228 | $98 | +$37 | 36.2% |