13F QoQ Ownership Changes
CRI Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 46 new · 81 added · 126 reduced · 47 exited
New Positions(46)
Added To(81)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| BlackRock, Inc. | 5,481,069 | +54,389 | $177.8M | +$24.6M | 1.0% |
| Allianz Asset Management GmbH | 1,542,787 | +340,791 | $50.0M | +$16.1M | 28.4% |
| UBS Group AG | 1,349,777 | +308,347 | $43.8M | +$14.4M | 29.6% |
| MORGAN STANLEY | 1,762,036 | +239,469 | $57.1M | +$14.2M | 15.7% |
| GOLDMAN SACHS GROUP INC | 738,067 | +302,751 | $23.9M | +$11.7M | 69.5% |
| CITADEL ADVISORS LLC | 645,170 | +305,481 | $20.9M | +$11.3M | 89.9% |
| Balyasny Asset Management L.P. | 414,711 | +279,362 | $13.4M | +$9.6M | 206.4% |
| Verition Fund Management LLC | 318,279 | +289,250 | $10.3M | +$9.5M | 996.4% |
| Schonfeld Strategic Advisors LLC | 291,975 | +280,107 | $9.5M | +$9.1M | 2360.2% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1,597,901 | +82,498 | $51.8M | +$9.1M | 5.4% |
| Quantinno Capital Management LP | 613,013 | +223,211 | $19.9M | +$8.9M | 57.3% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 274,983 | +249,430 | $8.9M | +$8.2M | 976.1% |
| WELLINGTON MANAGEMENT GROUP LLP | 608,145 | +198,315 | $19.7M | +$8.2M | 48.4% |
| STATE STREET CORP | 1,513,366 | +2,888 | $49.1M | +$6.5M | 0.2% |
| AMERICAN CENTURY COMPANIES INC | 1,365,544 | +15,672 | $44.3M | +$6.2M | 1.2% |
| GEODE CAPITAL MANAGEMENT, LLC | 856,803 | +61,348 | $27.8M | +$5.3M | 7.7% |
| MILLENNIUM MANAGEMENT LLC | 702,355 | +40,435 | $22.8M | +$4.1M | 6.1% |
| Point72 Asset Management, L.P. | 163,142 | +89,846 | $5.3M | +$3.2M | 122.6% |
| AMERIPRISE FINANCIAL INC | 457,764 | +36,026 | $14.8M | +$2.9M | 8.5% |
| PRINCIPAL FINANCIAL GROUP INC | 320,251 | +50,564 | $10.4M | +$2.8M | 18.7% |
| Invesco Ltd. | 268,789 | +50,243 | $8.7M | +$2.5M | 23.0% |
| IEQ CAPITAL, LLC | 118,088 | +72,422 | $3.8M | +$2.5M | 158.6% |
| ALLIANCEBERNSTEIN L.P. | 114,778 | +72,373 | $3.7M | +$2.5M | 170.7% |
| ROYCE & ASSOCIATES LP | 244,360 | +51,088 | $7.9M | +$2.5M | 26.4% |
| Aristides Capital LLC | 73,416 | +64,828 | $2.4M | +$2.1M | 754.9% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 157,394 | +44,812 | $5.1M | +$1.9M | 39.8% |
| SALEM INVESTMENT COUNSELORS INC | 125,115 | +33,845 | $4.1M | +$1.5M | 37.1% |
| MAVERICK CAPITAL LTD | 148,790 | +24,535 | $4.8M | +$1.3M | 19.7% |
| BARCLAYS PLC | 80,917 | +29,643 | $2.4M | +$991.1K | 57.8% |
| CANADA PENSION PLAN INVESTMENT BOARD | 20,200 | +18,800 | $655.1K | +$615.6K | 1342.8% |
| Polymer Capital Management (US) LLC | 38,753 | +14,634 | $1.3M | +$576.1K | 60.7% |
| Cinctive Capital Management LP | 41,506 | +13,889 | $1.3M | +$566.7K | 50.3% |
| Nuveen, LLC | 105,732 | +3,521 | $3.4M | +$544.5K | 3.4% |
| WELLS FARGO & COMPANY/MN | 41,242 | +10,925 | $1.3M | +$482.0K | 36.0% |
| Pacific Ridge Capital Partners, LLC | 43,255 | +6,583 | $1.4M | +$367.9K | 17.9% |
| Swiss National Bank | 71,900 | +1,200 | $2.3M | +$336.6K | 1.7% |
| FRANKLIN RESOURCES INC | 63,129 | +2,457 | $2.0M | +$335.1K | 4.0% |
| GUGGENHEIM CAPITAL LLC | 25,933 | +7,431 | $841.0K | +$318.9K | 40.2% |
| Corient Private Wealth LLC | 78,913 | +67,292 | $644.9K | +$317.0K | 579.0% |
| QRG CAPITAL MANAGEMENT, INC. | 25,066 | +6,261 | $812.9K | +$282.2K | 33.3% |
| CITIGROUP INC | 19,722 | +6,865 | $639.6K | +$276.8K | 53.4% |
| Creative Planning | 36,748 | +3,448 | $1.2M | +$252.0K | 10.3% |
| Summit Trail Advisors, LLC | 26,478 | +3,975 | $858.7K | +$223.6K | 17.7% |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 35,265 | +1,891 | $1.1M | +$201.8K | 5.7% |
| Inscription Capital, LLC | 19,304 | +2,811 | $626.0K | +$160.6K | 17.0% |
| MERCER GLOBAL ADVISORS INC /ADV | 30,279 | +629 | $982.0K | +$145.2K | 2.1% |
| CAPTRUST FINANCIAL ADVISORS | 21,511 | +977 | $697.6K | +$118.1K | 4.8% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 10,551 | +1,129 | $369.9K | +$97.0K | 12.0% |
| Cerity Partners LLC | 16,788 | +917 | $544.4K | +$96.6K | 5.8% |
| Tower Research Capital LLC (TRC) | 4,141 | +2,661 | $134.3K | +$92.5K | 179.8% |
| Grantham, Mayo, Van Otterloo & Co. LLC | 13,501 | +1,040 | $437.8K | +$86.2K | 8.3% |
| Aster Capital Management (DIFC) Ltd | 2,659 | +2,286 | $86.2K | +$75.7K | 612.9% |
| Sound Income Strategies, LLC | 7,487 | +673 | $271.3K | +$71.5K | 9.9% |
| State of Wyoming | 2,132 | +1,988 | $69.1K | +$65.1K | 1380.5% |
| FMR LLC | 8,061 | +476 | $261.4K | +$47.4K | 6.3% |
| Versant Capital Management, Inc | 2,684 | +1,269 | $87.0K | +$47.1K | 89.7% |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 8,300 | +100 | $269.2K | +$37.8K | 1.2% |
| Chicago Partners Investment Group LLC | 8,055 | +52 | $287.2K | +$35.0K | 0.6% |
| PNC Financial Services Group, Inc. | 4,160 | +479 | $134.9K | +$31.0K | 13.0% |
| GROUP ONE TRADING LLC | 1,411 | +754 | $45.8K | +$27.2K | 114.8% |
| UMB Bank, n.a. | 775 | +633 | $25.1K | +$21.1K | 445.8% |
| GAMMA Investing LLC | 2,439 | +32 | $79.1K | +$11.2K | 1.3% |
| Salomon & Ludwin, LLC | 407 | +186 | $13.5K | +$6.9K | 84.2% |
| US BANCORP \DE\ | 1,245 | +14 | $40.4K | +$5.6K | 1.1% |
| ROTHSCHILD INVESTMENT LLC | 168 | +109 | $5.4K | +$3.8K | 184.7% |
| BESSEMER GROUP INC | 102,219 | +102,017 | $3.3K | +$3.3K | 50503.5% |
| EverSource Wealth Advisors, LLC | 401 | +34 | $13.0K | +$2.6K | 9.3% |
| Larson Financial Group LLC | 115 | +54 | $3.7K | +$2.0K | 88.5% |
| SJS Investment Consulting Inc. | 394 | +2 | $12.8K | +$1.7K | 0.5% |
| Clearstead Trust, LLC | 141 | +12 | $4.6K | +$932 | 9.3% |
| Farther Finance Advisors, LLC | 61 | +16 | $2.0K | +$708 | 35.5% |
| Spire Wealth Management | 70 | +13 | $2.3K | +$661 | 22.8% |
| Cedar Mountain Advisors, LLC | 30 | +13 | $973 | +$493 | 76.5% |
| Global Retirement Partners, LLC | 55 | +7 | $1.8K | +$429 | 14.6% |
| SG Americas Securities, LLC | 30,412 | +10,172 | $986 | +$415 | 50.3% |
| Retirement Wealth Solutions LLC | 23 | +3 | $746 | +$181 | 15.0% |
| State of Alaska, Department of Revenue | 20,412 | +226 | $661 | +$92 | 1.1% |
| Stone House Investment Management, LLC | 2 | +1 | $65 | +$37 | 100.0% |
| Covestor Ltd | 4,304 | +88 | $140 | +$21 | 2.1% |
| HANTZ FINANCIAL SERVICES, INC. | 1,577 | +282 | $51 | +$14 | 21.8% |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 674 | +152 | $22 | +$7 | 29.1% |