FCHI8,141.92-0.19%
GDAXI24,083.53-0.19%
DJI49,167.79-0.13%
XLE56.840.12%
STOXX50E5,860.32-0.39%
XLF51.74-0.14%
FTSE10,321.09-0.56%
IXIC24,887.100.20%
RUT2,788.190.04%
GSPC7,173.910.12%
Temp30.1°C
UV3.9
Feels35.2°C
Humidity59%
Wind11.9 km/h
Air QualityAQI 1
Cloud Cover25%
Rain0%
Sunrise06:00 AM
Sunset06:47 PM
Time4:24 PM
13F QoQ Ownership Changes

CLPT Institutional Holders

Period 2025-12-31 · prior 2025-09-30 · 25 new · 30 added · 64 reduced · 15 exited

New Positions(25)

ManagerSharesΔ SharesValueΔ Value% Δ
FirstWave Capital Management LLC363,409+363,409$5.0M+$5.0M
Balyasny Asset Management L.P.217,274+217,274$3.0M+$3.0M
PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C.180,525+180,525$2.5M+$2.5M
RENAISSANCE TECHNOLOGIES LLC120,000+120,000$1.6M+$1.6M
Marex Group plc31,000+31,000$424.1K+$424.1K
XTX Topco Ltd21,955+21,955$300.3K+$300.3K
ExodusPoint Capital Management, LP18,450+18,450$252.4K+$252.4K
AXQ CAPITAL, LP17,525+17,525$239.7K+$239.7K
NewEdge Advisors, LLC17,198+17,198$235.3K+$235.3K
INTECH INVESTMENT MANAGEMENT LLC14,980+14,980$204.9K+$204.9K
Quantinno Capital Management LP12,752+12,752$174.4K+$174.4K
Creative Planning12,220+12,220$167.2K+$167.2K
Verition Fund Management LLC10,406+10,406$142.4K+$142.4K
Caitong International Asset Management Co., Ltd1,793+1,793$24.5K+$24.5K
Quantbot Technologies LP1,574+1,574$21.5K+$21.5K
Hurley Capital, LLC330+330$4.5K+$4.5K
Atlantic Union Bankshares Corp200+200$2.7K+$2.7K
Quarry LP162+162$2.2K+$2.2K
Allworth Financial LP65+65$890+$890
JONES FINANCIAL COMPANIES LLLP50+50$684+$684
UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC46+46$629+$629
LRI Investments, LLC42+42$575+$575
Torren Management, LLC36+36$492+$492
HRT FINANCIAL LP30,947+30,947$423+$423
BESSEMER GROUP INC452+452$6+$6

Added To(30)

ManagerSharesΔ SharesValueΔ Value% Δ
BlackRock, Inc.2,043,633+181,887$28.0M-$12.6M9.8%
VANGUARD GROUP INC1,766,677+269,040$24.2M-$8.5M18.0%
STEMPOINT CAPITAL LP481,858+465,207$6.6M+$6.2M2793.9%
MILLENNIUM MANAGEMENT LLC515,375+327,574$7.1M+$3.0M174.4%
Lane Generational LLC340,607+28,722$4.7M-$2.1M9.2%
STATE STREET CORP628,061+145,411$8.6M-$1.9M30.1%
GOLDMAN SACHS GROUP INC290,344+185,237$4.0M+$1.7M176.2%
PARSONS CAPITAL MANAGEMENT INC/RI147,186+4,450$2.0M-$1.1M3.1%
COMMONWEALTH EQUITY SERVICES, LLC65,557+1,109$896.8K+$895.4K1.7%
Financial Engines Advisors L.L.C.105,033+219$1.4M-$847.0K0.2%
BANK OF AMERICA CORP /DE/48,085+4,958$657.8K-$281.9K11.5%
SUSQUEHANNA INTERNATIONAL GROUP, LLP373,956+126,356$5.1M-$279.5K51.0%
BARCLAYS PLC47,388+9,128$565.8K-$267.9K23.9%
LPL Financial LLC57,207+9,857$782.6K-$249.2K20.8%
Massar Capital Management, LP176,228+42,228$2.4M+$180.4K31.5%
MGO ONE SEVEN LLC19,505+479$266.8K-$147.7K2.5%
FMR LLC7,919+310$108.3K-$57.5K4.1%
WELLS FARGO & COMPANY/MN29,856+13,620$408.4K+$54.6K83.9%
Police & Firemen's Retirement System of New Jersey6,188+113$84.7K-$47.7K1.9%
MetLife Investment Management, LLC15,260+4,002$208.8K-$36.6K35.5%
Russell Investments Group, Ltd.2,380+22$32.6K-$18.8K0.9%
Tower Research Capital LLC (TRC)3,196+686$43.7K-$11.0K27.3%
Rockefeller Capital Management L.P.1,500+170$20.5K-$8.5K12.8%
CITIGROUP INC1,405+177$19.2K-$7.5K14.4%
AlphaQuest LLC6,663+2,205$91.2K-$6.0K49.5%
GAMMA Investing LLC233+162$3.2K+$1.6K228.2%
Sterling Capital Management LLC177+113$2.4K+$1.0K176.6%
ORG Partners LLC70+15$957-$24027.3%
PRICE T ROWE ASSOCIATES INC /MD/26,791+1,204$367-$1914.7%
CWM, LLC1,691+927$23+$6121.3%

Reduced(64)

ManagerSharesΔ SharesValueΔ Value% Δ
GEODE CAPITAL MANAGEMENT, LLC654,345-2,052$9.0M-$5.4M-0.3%
TWO SIGMA INVESTMENTS, LP219,221-91,305$3.0M-$3.8M-29.4%
MORGAN STANLEY112,646-122,635$1.5M-$3.6M-52.1%
UBS Group AG339,810-20,895$4.6M-$3.2M-5.8%
BROWN ADVISORY INC330,7270$4.5M-$2.7M0.0%
CITADEL ADVISORS LLC235,364-34,828$3.2M-$2.7M-12.9%
JANE STREET GROUP, LLC111,824-71,138$1.5M-$2.5M-38.9%
BNP PARIBAS FINANCIAL MARKETS5,738-104,763$78.5K-$2.3M-94.8%
DEUTSCHE BANK AG\228,133-4,154$3.1M-$1.9M-1.8%
TWO SIGMA ADVISERS, LP72,300-60,100$989.1K-$1.9M-45.4%
NORTHERN TRUST CORP193,368-12,468$2.6M-$1.8M-6.0%
CONWAY CAPITAL MANAGEMENT, INC.126,725-19,700$1.7M-$1.5M-13.4%
Taylor Frigon Capital Management LLC132,418-1,606$1.8M-$1.1M-1.2%
Bank of New York Mellon Corp103,006-1,144$1.4M-$860.3K-1.1%
BRIDGEWAY CAPITAL MANAGEMENT, LLC51,992-15,000$711.3K-$748.5K-22.4%
JPMORGAN CHASE & CO13,931-29,027$190.6K-$745.5K-67.6%
CM Management, LLC80,0000$1.1M-$648.8K0.0%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC78,9090$1.1M-$640.0K0.0%
Nuveen, LLC62,0190$848.4K-$503.0K0.0%
Man Group plc10,520-17,950$143.9K-$476.4K-63.0%
Corient Private Wealth LLC19,707-13,618$269.6K-$456.6K-40.9%
NAVELLIER & ASSOCIATES INC50,0000$684.0K-$405.5K0.0%
RHUMBLINE ADVISERS31,444-4,302$430.1K-$348.8K-12.0%
Brooklyn Investment Group29,289-3,999$399.8K-$325.6K-12.0%
SIMPLEX TRADING, LLC22,323-6,777$305.4K+$304.7K-23.3%
Silvercrest Asset Management Group LLC35,7000$488.4K-$289.5K0.0%
BRADLEY FOSTER & SARGENT INC/CT28,6700$392.2K-$232.5K0.0%
FourThought Financial Partners, LLC24,132-1,507$330.1K-$228.5K-5.9%
Invesco Ltd.19,843-1,972$271.5K-$203.9K-9.0%
Advisory Services Network, LLC12,063-2,617$165.0K-$154.9K-17.8%
RAYMOND JAMES FINANCIAL INC18,733-15$256.3K-$152.3K-0.1%
ALLIANCEBERNSTEIN L.P.15,8000$216.1K-$128.1K0.0%
Gordian Capital Singapore Pte Ltd3,000-4,300$41.0K-$118.0K-58.9%
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.12,206-7$167.0K-$99.1K-0.1%
EPACRIA CAPITAL PARTNERS, LLC11,7290$160.5K-$95.1K0.0%
Royal Bank of Canada2,373-6,641$32.0K-$75.0K-73.7%
OSAIC HOLDINGS, INC.7,140-556$97.7K-$68.9K-7.2%
NEW YORK STATE COMMON RETIREMENT FUND8,4000$114.9K-$68.1K0.0%
CoreCap Advisors, LLC8,0540$110.2K-$65.3K0.0%
PNC Financial Services Group, Inc.4,0000$54.7K-$32.4K0.0%
Legal & General Group Plc2,784-118$38.1K-$25.1K-4.1%
Ameritas Investment Partners, Inc.2,2250$30.4K-$18.0K0.0%
Financial Management Professionals, Inc.768-524$10.5K-$17.6K-40.5%
HUNTINGTON NATIONAL BANK2,0000$27.4K-$16.2K0.0%
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM1,620-6$22.2K-$13.3K-0.4%
Dunhill Financial, LLC1,5000$20.5K-$12.2K0.0%
City State Bank8500$11.6K-$6.9K0.0%
Tidemark, LLC8320$11.4K-$6.7K0.0%
IFP Advisors, Inc00$5.6K+$5.6K
FEDERATED HERMES, INC.384-90$5.3K-$5.1K-19.0%
SBI Securities Co., Ltd.323-74$4.4K-$4.2K-18.6%
Federation des caisses Desjardins du Quebec400-25$5.5K-$3.8K-5.9%
Farther Finance Advisors, LLC169-70$2.3K-$2.9K-29.3%
Vermillion & White Wealth Management Group, LLC1400$1.9K-$1.1K0.0%
Bell Investment Advisors, Inc1040$1.4K-$8440.0%
NATIONAL BANK OF CANADA /FI/720$982-$5850.0%
Glen Eagle Advisors, LLC500$684-$4060.0%
Smartleaf Asset Management LLC480$651-$3840.0%
Key Financial Inc250$342-$1810.0%
EverSource Wealth Advisors, LLC50$68-$410.0%
CIBC Private Wealth Group LLC10$14-$80.0%
AMALGAMATED BANK827-63$11-$8-7.1%
Newbridge Financial Services Group, Inc.10$14-$80.0%
Avion Wealth920$1-$10.0%

Sold Out(15)

ManagerSharesΔ SharesValueΔ Value% Δ
Focus Partners Wealth0-121,106$0-$8.1M
BOONE CAPITAL MANAGEMENT LLC0-283,912$0-$6.2M
ESSEX INVESTMENT MANAGEMENT CO LLC0-232,458$0-$5.1M
Informed Momentum Co LLC0-211,664$0-$4.6M
WOLVERINE TRADING, LLC0-64,902$0-$1.4M
HSBC HOLDINGS PLC0-31,616$0-$676.6K
Counterpoint Mutual Funds LLC0-23,571$0-$513.6K
Campbell & CO Investment Adviser LLC0-20,433$0-$445.2K
SEI INVESTMENTS CO0-14,069$0-$306.6K
GROUP ONE TRADING LLC0-12,228$0-$266.4K
Jump Financial, LLC0-12,226$0-$266.4K
CORSAIR CAPITAL MANAGEMENT, L.P.0-10,000$0-$217.9K
PEAK6 LLC0-15,600$0-$186.3K
CENTAURUS FINANCIAL, INC.0-8,975$0-$196
SG Americas Securities, LLC0-5,079$0-$111