13F QoQ Ownership Changes
CR Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 91 new · 188 added · 271 reduced · 62 exited
New Positions(91)
Added To(188)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| AQR CAPITAL MANAGEMENT LLC | 799,864 | +368,816 | $147.5M | +$69.2M | 85.6% |
| NORGES BANK | 1,076,339 | +250,517 | $198.5M | +$67.8M | 30.3% |
| FEDERATED HERMES, INC. | 240,836 | +235,499 | $44.4M | +$43.4M | 4412.6% |
| HAWK RIDGE CAPITAL MANAGEMENT LP | 247,400 | +210,600 | $45.6M | +$38.9M | 572.3% |
| Waratah Capital Advisors Ltd. | 149,641 | +129,873 | $27.6M | +$24.0M | 657.0% |
| Squarepoint Ops LLC | 183,681 | +125,346 | $33.9M | +$23.1M | 214.9% |
| Balyasny Asset Management L.P. | 185,182 | +91,869 | $34.2M | +$17.0M | 98.5% |
| BlackRock, Inc. | 4,543,169 | +71,258 | $837.9M | +$14.4M | 1.6% |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | 251,000 | +74,000 | $46.3M | +$13.7M | 41.8% |
| TEACHER RETIREMENT SYSTEM OF TEXAS | 150,211 | +64,142 | $27.7M | +$11.9M | 74.5% |
| SCOPUS ASSET MANAGEMENT, L.P. | 525,812 | +59,905 | $97.0M | +$11.2M | 12.8% |
| PRUDENTIAL FINANCIAL INC | 390,276 | +58,870 | $72.0M | +$11.0M | 17.8% |
| Capital World Investors | 2,993,123 | +48,679 | $552.0M | +$9.8M | 1.6% |
| JANUS HENDERSON GROUP PLC | 290,184 | +52,419 | $53.5M | +$9.7M | 22.0% |
| FRANKLIN RESOURCES INC | 284,158 | +45,976 | $52.4M | +$8.5M | 19.3% |
| GEODE CAPITAL MANAGEMENT, LLC | 917,679 | +35,441 | $169.3M | +$6.8M | 4.0% |
| Artemis Investment Management LLP | 499,264 | +36,095 | $92.1M | +$6.8M | 7.8% |
| Royal Bank of Canada | 71,563 | +23,416 | $13.2M | +$4.9M | 48.6% |
| DARK FOREST CAPITAL MANAGEMENT LP | 27,551 | +25,215 | $5.1M | +$4.7M | 1079.4% |
| Corient Private Wealth LLC | 37,722 | +24,705 | $7.0M | +$4.6M | 189.8% |
| DIMENSIONAL FUND ADVISORS LP | 842,283 | +23,279 | $155.4M | +$4.6M | 2.8% |
| DEUTSCHE BANK AG\ | 31,225 | +23,638 | $5.8M | +$4.4M | 311.6% |
| AMERICAN CENTURY COMPANIES INC | 309,285 | +21,728 | $57.0M | +$4.1M | 7.5% |
| FIRST TRUST ADVISORS LP | 101,888 | +19,801 | $18.8M | +$3.7M | 24.1% |
| Trexquant Investment LP | 97,115 | +18,163 | $17.9M | +$3.4M | 23.0% |
| MetLife Investment Management, LLC | 41,555 | +16,409 | $7.7M | +$3.0M | 65.3% |
| FULLER & THALER ASSET MANAGEMENT, INC. | 148,765 | +15,993 | $27.4M | +$3.0M | 12.0% |
| D. E. Shaw & Co., Inc. | 116,246 | +15,492 | $21.4M | +$2.9M | 15.4% |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 107,804 | +14,830 | $19.9M | +$2.8M | 15.9% |
| JANE STREET GROUP, LLC | 197,663 | +13,776 | $36.5M | +$2.6M | 7.5% |
| BANK OF AMERICA CORP /DE/ | 294,657 | +12,638 | $54.3M | +$2.4M | 4.5% |
| Gotham Asset Management, LLC | 81,840 | +12,955 | $15.1M | +$2.4M | 18.8% |
| Mariner, LLC | 24,754 | +11,982 | $4.6M | +$2.2M | 93.8% |
| BNP PARIBAS FINANCIAL MARKETS | 50,159 | +11,433 | $9.3M | +$2.1M | 29.5% |
| IEQ CAPITAL, LLC | 33,390 | +11,390 | $6.2M | +$2.1M | 51.8% |
| AMERIPRISE FINANCIAL INC | 65,989 | +11,330 | $12.2M | +$2.1M | 20.7% |
| NATIONAL BANK OF CANADA /FI/ | 11,334 | +11,310 | $2.1M | +$2.1M | 47125.0% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 390,047 | +10,302 | $71.9M | +$2.0M | 2.7% |
| Venture Visionary Partners LLC | 50,694 | +10,136 | $9.5M | +$2.0M | 25.0% |
| JPMORGAN CHASE & CO | 194,263 | +10,476 | $35.8M | +$2.0M | 5.7% |
| Schonfeld Strategic Advisors LLC | 21,378 | +10,685 | $3.9M | +$2.0M | 99.9% |
| Edgestream Partners, L.P. | 43,448 | +10,156 | $8.0M | +$1.9M | 30.5% |
| GROUP ONE TRADING LLC | 10,709 | +9,654 | $2.0M | +$1.8M | 915.1% |
| CREDIT AGRICOLE S A | 23,682 | +9,195 | $4.4M | +$1.7M | 63.5% |
| AXIOM INVESTORS LLC /DE | 101,998 | +8,598 | $18.8M | +$1.6M | 9.2% |
| Cerity Partners LLC | 22,442 | +7,900 | $4.1M | +$1.5M | 54.3% |
| Y-Intercept (Hong Kong) Ltd | 17,593 | +7,800 | $3.2M | +$1.4M | 79.6% |
| MILLENNIUM MANAGEMENT LLC | 408,300 | +6,704 | $75.3M | +$1.4M | 1.7% |
| Entropy Technologies, LP | 18,653 | +7,186 | $3.4M | +$1.3M | 62.7% |
| CITIGROUP INC | 40,391 | +6,911 | $7.4M | +$1.3M | 20.6% |
| Clark Capital Management Group, Inc. | 47,466 | +6,658 | $8.8M | +$1.2M | 16.3% |
| WELLS FARGO & COMPANY/MN | 91,086 | +6,588 | $16.8M | +$1.2M | 7.8% |
| RAYMOND JAMES FINANCIAL INC | 129,126 | +6,232 | $23.8M | +$1.2M | 5.1% |
| Creative Planning | 24,138 | +5,818 | $4.5M | +$1.1M | 31.8% |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | 153,307 | +4,915 | $28.3M | +$949.5K | 3.3% |
| Cetera Investment Advisers | 14,563 | +4,782 | $2.7M | +$884.8K | 48.9% |
| Steward Partners Investment Advisory, LLC | 5,597 | +4,714 | $1.0M | +$869.7K | 533.9% |
| NewEdge Advisors, LLC | 6,316 | +4,647 | $1.2M | +$857.5K | 278.4% |
| CAPTRUST FINANCIAL ADVISORS | 13,038 | +4,408 | $2.4M | +$815.5K | 51.1% |
| California Public Employees Retirement System | 91,270 | +4,100 | $16.8M | +$781.4K | 4.7% |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 11,132 | +4,108 | $2.1M | +$759.7K | 58.5% |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 54,076 | +3,950 | $10.0M | +$743.0K | 7.9% |
| Point72 Asset Management, L.P. | 70,460 | +3,629 | $13.0M | +$688.6K | 5.4% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 13,712 | +2,444 | $2.7M | +$680.2K | 21.7% |
| Brevan Howard Capital Management LP | 11,927 | +3,390 | $2.2M | +$627.7K | 39.7% |
| Baird Financial Group, Inc. | 17,531 | +3,082 | $3.2M | +$572.6K | 21.3% |
| Campbell & CO Investment Adviser LLC | 8,725 | +2,575 | $1.6M | +$476.7K | 41.9% |
| LPL Financial LLC | 34,729 | +2,437 | $6.4M | +$458.8K | 7.5% |
| Quantinno Capital Management LP | 43,034 | +2,315 | $7.9M | +$438.9K | 5.7% |
| MERCER GLOBAL ADVISORS INC /ADV | 9,937 | +2,267 | $1.8M | +$420.4K | 29.6% |
| Qube Research & Technologies Ltd | 440,659 | +1,502 | $81.3M | +$404.4K | 0.3% |
| Swiss National Bank | 96,500 | +1,800 | $17.8M | +$359.4K | 1.9% |
| AlphaQuest LLC | 23,389 | +1,834 | $4.3M | +$344.5K | 8.5% |
| Nicholas Investment Partners, LP | 30,997 | +1,817 | $5.7M | +$343.6K | 6.2% |
| M&T Bank Corp | 8,195 | +1,729 | $1.5M | +$320.2K | 26.7% |
| R Squared Ltd | 4,833 | +1,722 | $891.4K | +$318.5K | 55.4% |
| Advisors Asset Management, Inc. | 25,293 | +1,667 | $4.7M | +$314.3K | 7.0% |
| Rockefeller Capital Management L.P. | 21,077 | +1,670 | $3.9M | +$313.8K | 8.6% |
| Legato Capital Management LLC | 5,440 | +1,591 | $1.0M | +$294.5K | 41.3% |
| Aster Capital Management (DIFC) Ltd | 3,093 | +1,551 | $570.4K | +$286.5K | 100.6% |
| Sivia Capital Partners, LLC | 2,601 | +1,391 | $479.7K | +$256.9K | 115.0% |
| QUADRANT CAPITAL GROUP LLC | 4,005 | +1,351 | $738.6K | +$249.9K | 50.9% |
| Merit Financial Group, LLC | 2,888 | +1,122 | $532.7K | +$207.4K | 63.5% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 5,865 | +1,072 | $1.1M | +$199.1K | 22.4% |
| Vident Advisory, LLC | 17,973 | +1,027 | $3.3M | +$194.3K | 6.1% |
| KENNEDY CAPITAL MANAGEMENT LLC | 157,738 | +801 | $29.1M | +$193.3K | 0.5% |
| Tower Research Capital LLC (TRC) | 3,445 | +922 | $635.4K | +$170.8K | 36.5% |
| PINNACLE ASSOCIATES LTD | 4,678 | +899 | $862.8K | +$166.9K | 23.8% |
| MML INVESTORS SERVICES, LLC | 3,778 | +872 | $696.7K | +$161.6K | 30.0% |
| Pacer Advisors, Inc. | 7,270 | +820 | $1.3M | +$153.1K | 12.7% |
| Atria Investments, Inc | 1,926 | +819 | $355.2K | +$151.4K | 74.0% |
| Global Retirement Partners, LLC | 985 | +762 | $181.6K | +$140.6K | 341.7% |
| Sequoia Financial Advisors, LLC | 1,878 | +733 | $346.4K | +$135.5K | 64.0% |
| Diametric Capital, LP | 2,086 | +713 | $384.7K | +$131.9K | 51.9% |
| Summit Trail Advisors, LLC | 3,763 | +673 | $694.0K | +$125.0K | 21.8% |
| Integrated Wealth Concepts LLC | 2,709 | +672 | $499.6K | +$124.5K | 33.0% |
| NEW YORK STATE COMMON RETIREMENT FUND | 29,670 | +600 | $5.5M | +$119.1K | 2.1% |
| Allspring Global Investments Holdings, LLC | 15,168 | +84 | $2.8M | +$113.6K | 0.6% |
| Crossmark Global Holdings, Inc. | 4,282 | +589 | $789.7K | +$109.7K | 15.9% |
| JONES FINANCIAL COMPANIES LLLP | 1,362 | +576 | $251.2K | +$108.1K | 73.3% |
| Vanguard Personalized Indexing Management, LLC | 7,430 | +565 | $1.4M | +$106.1K | 8.2% |
| Pictet Asset Management Holding SA | 7,162 | +559 | $1.3M | +$105.0K | 8.5% |
| Oak Thistle LLC | 7,598 | +554 | $1.4M | +$104.2K | 7.9% |
| Dundas Partners LLP | 2,286 | +550 | $421.6K | +$101.9K | 31.7% |
| Federation des caisses Desjardins du Quebec | 3,878 | +538 | $715.2K | +$100.2K | 16.1% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 6,041 | +533 | $1.1M | +$99.9K | 9.7% |
| Farther Finance Advisors, LLC | 946 | +512 | $174.5K | +$94.6K | 118.0% |
| Diversify Advisory Services, LLC | 4,038 | +169 | $837.6K | +$92.2K | 4.4% |
| CIBC Private Wealth Group LLC | 1,288 | +498 | $237.5K | +$92.1K | 63.0% |
| OSTRUM ASSET MANAGEMENT | 4,245 | +490 | $782.9K | +$91.5K | 13.0% |
| Focus Partners Advisor Solutions, LLC | 2,769 | +495 | $510.7K | +$83.0K | 21.8% |
| PRINCIPAL SECURITIES, INC. | 1,178 | +432 | $217.3K | +$79.9K | 57.9% |
| COLDSTREAM CAPITAL MANAGEMENT INC | 4,144 | +398 | $764.3K | +$74.5K | 10.6% |
| Ancora Advisors LLC | 65,358 | +298 | $12.1M | +$73.8K | 0.5% |
| Pallas Capital Advisors LLC | 1,537 | +371 | $283.5K | +$68.8K | 31.8% |
| Sumitomo Mitsui Trust Group, Inc. | 6,516 | +356 | $1.2M | +$67.4K | 5.8% |
| KLP KAPITALFORVALTNING AS | 10,500 | +300 | $1.9M | +$58.3K | 2.9% |
| Krilogy Financial LLC | 2,084 | +84 | $437.2K | +$55.1K | 4.2% |
| QRG CAPITAL MANAGEMENT, INC. | 2,276 | +285 | $419.8K | +$53.1K | 14.3% |
| Parcion Private Wealth LLC | 1,829 | +281 | $337.3K | +$52.3K | 18.1% |
| AdvisorNet Financial, Inc | 6,123 | +274 | $1.1M | +$52.2K | 4.7% |
| INTRUST BANK NA | 4,093 | +255 | $754.9K | +$48.1K | 6.6% |
| BLAIR WILLIAM & CO/IL | 2,396 | +247 | $441.9K | +$46.2K | 11.5% |
| Envestnet Portfolio Solutions, Inc. | 1,589 | +230 | $293.1K | +$42.8K | 16.9% |
| RITHOLTZ WEALTH MANAGEMENT | 7,141 | +220 | $1.3M | +$42.4K | 3.2% |
| Advisors Capital Management, LLC | 1,425 | +207 | $262.8K | +$38.5K | 17.0% |
| EverSource Wealth Advisors, LLC | 997 | +203 | $183.9K | +$37.7K | 25.6% |
| Madison Asset Management, LLC | 22,296 | +142 | $4.1M | +$32.6K | 0.6% |
| Kestra Advisory Services, LLC | 2,201 | +166 | $405.9K | +$31.2K | 8.2% |
| WHITTIER TRUST CO OF NEVADA INC | 1,574 | +2 | $309.0K | +$26.1K | 0.1% |
| HighTower Advisors, LLC | 5,478 | +126 | $1.0M | +$24.6K | 2.4% |
| &PARTNERS | 5,052 | +120 | $931.8K | +$23.5K | 2.4% |
| Lido Advisors, LLC | 2,633 | +120 | $485.0K | +$22.1K | 4.8% |
| Caerus Investment Advisors, LLC | 1,478 | +109 | $272.6K | +$20.5K | 8.0% |
| State of Wyoming | 381 | +102 | $70.3K | +$18.9K | 36.5% |
| FINANCIAL CONSULATE, INC | 200 | +100 | $36.9K | +$18.5K | 100.0% |
| Legacy Wealth Asset Management, LLC | 2,262 | +95 | $417.2K | +$18.1K | 4.4% |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 16,797 | +65 | $3.1M | +$16.8K | 0.4% |
| Battery Global Advisors, LLC | 408 | +169 | $27.3K | -$16.7K | 70.7% |
| SJS Investment Consulting Inc. | 91 | +87 | $16.8K | +$16.0K | 2175.0% |
| AVIVA PLC | 2,671 | +78 | $492.6K | +$15.1K | 3.0% |
| GAMMA Investing LLC | 2,745 | +72 | $506.3K | +$14.1K | 2.7% |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 10,954 | +51 | $2.0M | +$12.6K | 0.5% |
| SIGNATUREFD, LLC | 1,167 | +58 | $215.2K | +$11.0K | 5.2% |
| Asset Management One Co., Ltd. | 2,264 | +6 | $426.2K | +$10.4K | 0.3% |
| InTrack Investment Management Inc | 1,607 | +50 | $296.4K | +$9.7K | 3.2% |
| NISA INVESTMENT ADVISORS, LLC | 23,198 | +15 | $4.3M | +$9.5K | 0.1% |
| Orion Porfolio Solutions, LLC | 3,834 | +45 | $707.2K | +$9.4K | 1.2% |
| HighPoint Advisor Group LLC | 7,394 | +33 | $1.4M | +$8.2K | 0.4% |
| BRADLEY FOSTER & SARGENT INC/CT | 12,736 | +20 | $2.3M | +$7.4K | 0.1% |
| Smartleaf Asset Management LLC | 461 | +24 | $86.5K | +$7.1K | 5.5% |
| Quent Capital, LLC | 518 | +33 | $95.5K | +$6.2K | 6.8% |
| Blue Trust, Inc. | 310 | +32 | $57.2K | +$6.0K | 11.5% |
| PANAGORA ASSET MANAGEMENT INC | 1,533 | +28 | $282.7K | +$5.6K | 1.9% |
| RICHARDSON FINANCIAL SERVICES INC. | 130 | +29 | $24.0K | +$5.4K | 28.7% |
| MAI Capital Management | 1,902 | +22 | $350.8K | +$4.6K | 1.2% |
| Parallel Advisors, LLC | 465 | +24 | $85.8K | +$4.6K | 5.4% |
| Larson Financial Group LLC | 72 | +23 | $13.3K | +$4.3K | 46.9% |
| Prestige Wealth Management Group LLC | 30 | +25 | $4.9K | +$4.0K | 500.0% |
| ASSETMARK, INC | 201 | +21 | $37.1K | +$3.9K | 11.7% |
| SG Americas Securities, LLC | 21,793 | +16,557 | $4.0K | +$3.1K | 316.2% |
| VICTORY CAPITAL MANAGEMENT INC | 8,277 | +3 | $1.5M | +$3.0K | 0.0% |
| Parkside Financial Bank & Trust | 147 | +13 | $27.1K | +$2.4K | 9.7% |
| Transamerica Financial Advisors, LLC | 14 | +13 | $2.6K | +$2.4K | 1300.0% |
| Park Place Capital Corp | 614 | +12 | $113.2K | +$2.4K | 2.0% |
| JFS WEALTH ADVISORS, LLC | 241 | +11 | $44.4K | +$2.1K | 4.8% |
| HFM Investment Advisors, LLC | 14 | +11 | $2.6K | +$2.0K | 366.7% |
| JB Capital LLC | 3,730 | +4 | $688.0K | +$1.9K | 0.1% |
| Root Financial Partners, LLC | 143 | +10 | $26.4K | +$1.9K | 7.5% |
| Kooman & Associates | 2,700 | +4 | $498.0K | +$1.5K | 0.1% |
| CARRET ASSET MANAGEMENT, LLC | 3,761 | +1 | $693.6K | +$1.1K | 0.0% |
| Cadent Capital Advisors, LLC | 2,105 | +2 | $388.3K | +$1.1K | 0.1% |
| Fifth Third Wealth Advisors LLC | 1,688 | +3 | $311.3K | +$1.0K | 0.2% |
| MassMutual Private Wealth & Trust, FSB | 130 | +5 | $24.0K | +$958 | 4.0% |
| Bell Investment Advisors, Inc | 42 | +5 | $7.7K | +$933 | 13.5% |
| HARBOUR INVESTMENTS, INC. | 1,348 | +2 | $248.6K | +$802 | 0.1% |
| Fortitude Family Office, LLC | 12 | +2 | $2.2K | +$372 | 20.0% |
| BESSEMER GROUP INC | 194,564 | +916 | $35.9K | +$225 | 0.5% |
| Bare Financial Services, Inc | 18 | +1 | $3.3K | +$190 | 5.9% |
| Rialto Wealth Management, LLC | 8 | +1 | $1.5K | +$187 | 14.3% |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 61,064 | +789 | $11.3K | +$163 | 1.3% |
| PARK AVENUE SECURITIES LLC | 4,939 | +709 | $911 | +$132 | 16.8% |
| VAN ECK ASSOCIATES CORP | 40,130 | +578 | $7.4K | +$118 | 1.5% |
| Janney Montgomery Scott LLC | 3,993 | +556 | $736 | +$103 | 16.2% |
| Sunbelt Securities, Inc. | 228 | +1 | $42.0K | +$86 | 0.4% |
| Cambridge Investment Research Advisors, Inc. | 4,087 | +434 | $754 | +$81 | 11.9% |
| Covestor Ltd | 626 | +87 | $116 | +$17 | 16.1% |
| Janney Capital Management LLC | 2,632 | +42 | $485 | +$8 | 1.6% |