13F QoQ Ownership Changes
CRS Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 126 new · 198 added · 299 reduced · 82 exited
New Positions(126)
Added To(198)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| FMR LLC | 3,801,234 | +429,812 | $1.20B | +$369.0M | 12.7% |
| Invesco Ltd. | 2,071,657 | +327,302 | $652.2M | +$223.9M | 18.8% |
| Egerton Capital (UK) LLP | 1,553,012 | +178,679 | $489.0M | +$151.5M | 13.0% |
| UBS Group AG | 606,501 | +382,865 | $191.0M | +$136.0M | 171.2% |
| PointState Capital LP | 1,062,211 | +224,088 | $334.4M | +$128.6M | 26.7% |
| NORGES BANK | 620,168 | +131,235 | $195.3M | +$117.2M | 26.8% |
| TWO SIGMA INVESTMENTS, LP | 381,222 | +258,329 | $120.0M | +$89.8M | 210.2% |
| GEODE CAPITAL MANAGEMENT, LLC | 975,960 | +78,588 | $307.3M | +$87.0M | 8.8% |
| Balyasny Asset Management L.P. | 236,312 | +230,559 | $74.4M | +$73.0M | 4007.6% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 343,448 | +198,525 | $108.1M | +$72.5M | 137.0% |
| Point72 Asset Management, L.P. | 296,678 | +182,005 | $93.4M | +$65.2M | 158.7% |
| Driehaus Capital Management LLC | 403,296 | +129,350 | $127.0M | +$59.7M | 47.2% |
| AMERIPRISE FINANCIAL INC | 675,776 | +44,688 | $212.8M | +$57.9M | 7.1% |
| WCM INVESTMENT MANAGEMENT, LLC | 433,914 | +76,416 | $138.2M | +$52.0M | 21.4% |
| AQR CAPITAL MANAGEMENT LLC | 345,420 | +98,865 | $108.8M | +$48.8M | 40.1% |
| Tyro Capital Management LLC | 253,192 | +126,942 | $79.7M | +$48.7M | 100.5% |
| PNC Financial Services Group, Inc. | 133,415 | +126,214 | $42.0M | +$40.2M | 1752.7% |
| Bridgewater Associates, LP | 151,173 | +118,586 | $47.6M | +$39.6M | 363.9% |
| RAYMOND JAMES FINANCIAL INC | 464,985 | +19,345 | $147.6M | +$38.1M | 4.3% |
| BANK OF AMERICA CORP /DE/ | 257,691 | +43,584 | $81.1M | +$28.6M | 20.4% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 339,590 | +8,676 | $106.9M | +$25.7M | 2.6% |
| Blackstone Inc. | 73,491 | +70,476 | $23.1M | +$22.4M | 2337.5% |
| Fisher Asset Management, LLC | 285,507 | +1,860 | $89.9M | +$20.2M | 0.7% |
| BARCLAYS PLC | 594,336 | +2,355 | $164.3M | +$18.9M | 0.4% |
| JPMORGAN CHASE & CO | 215,332 | +6,413 | $67.8M | +$16.5M | 3.1% |
| Walleye Capital LLC | 57,208 | +44,375 | $18.0M | +$14.9M | 345.8% |
| UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC | 142,483 | +19,073 | $44.9M | +$14.6M | 15.4% |
| ALLIANCEBERNSTEIN L.P. | 118,205 | +17,550 | $37.2M | +$12.5M | 17.4% |
| TWO SIGMA ADVISERS, LP | 39,800 | +36,100 | $12.5M | +$11.6M | 975.7% |
| SEI INVESTMENTS CO | 82,583 | +19,790 | $26.0M | +$10.6M | 31.5% |
| MILLENNIUM MANAGEMENT LLC | 128,644 | +1,048 | $40.5M | +$9.2M | 0.8% |
| Retirement Systems of Alabama | 75,972 | +15,700 | $23.9M | +$9.1M | 26.0% |
| Russell Investments Group, Ltd. | 51,622 | +21,662 | $16.3M | +$8.9M | 72.3% |
| Jump Financial, LLC | 42,325 | +24,225 | $13.3M | +$8.9M | 133.8% |
| WELLS FARGO & COMPANY/MN | 74,936 | +13,167 | $23.6M | +$8.4M | 21.3% |
| 1832 Asset Management L.P. | 73,416 | +13,230 | $23.1M | +$8.3M | 22.0% |
| CAPITAL FUND MANAGEMENT S.A. | 69,299 | +12,334 | $21.8M | +$7.8M | 21.6% |
| Transamerica Financial Advisors, LLC | 24,462 | +22,756 | $7.7M | +$7.3M | 1333.9% |
| Swiss National Bank | 98,300 | +1,800 | $30.9M | +$7.3M | 1.9% |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 55,976 | +10,224 | $17.8M | +$6.8M | 22.3% |
| California Public Employees Retirement System | 97,670 | +33 | $30.8M | +$6.8M | 0.0% |
| ENVESTNET ASSET MANAGEMENT INC | 84,457 | +1,893 | $26.6M | +$6.3M | 2.3% |
| JANUS HENDERSON GROUP PLC | 36,089 | +14,218 | $11.4M | +$6.0M | 65.0% |
| PINNBROOK CAPITAL MANAGEMENT LP | 33,432 | +14,006 | $10.5M | +$5.8M | 72.1% |
| WORLDQUANT MILLENNIUM ADVISORS LLC | 17,063 | +15,343 | $5.4M | +$4.9M | 892.0% |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 37,994 | +8,426 | $12.0M | +$4.7M | 28.5% |
| Lisanti Capital Growth, LLC | 28,625 | +9,160 | $9.0M | +$4.2M | 47.0% |
| Night Owl Capital Management, LLC | 52,084 | +763 | $16.4M | +$3.8M | 1.5% |
| Calamos Advisors LLC | 16,398 | +10,270 | $5.2M | +$3.7M | 167.6% |
| New Age Alpha Advisors, LLC | 12,090 | +9,809 | $3.8M | +$3.2M | 430.0% |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 35,131 | +3,270 | $11.1M | +$3.2M | 10.3% |
| Dorsey Wright & Associates | 39,012 | +1,216 | $12.3M | +$3.0M | 3.2% |
| Mariner, LLC | 26,158 | +4,247 | $8.2M | +$2.9M | 19.4% |
| IEQ CAPITAL, LLC | 10,732 | +7,823 | $3.4M | +$2.7M | 268.9% |
| Legato Capital Management LLC | 14,373 | +5,739 | $4.5M | +$2.4M | 66.5% |
| 1492 Capital Management LLC | 28,740 | +404 | $9.0M | +$2.1M | 1.4% |
| Pathstone Holdings, LLC | 11,052 | +5,027 | $3.5M | +$2.0M | 83.4% |
| Creative Planning | 23,800 | +1,069 | $7.5M | +$1.9M | 4.7% |
| GLOBEFLEX CAPITAL L P | 6,660 | +5,809 | $2.1M | +$1.9M | 682.6% |
| ORSER CAPITAL MANAGEMENT, LLC | 25,015 | +47 | $7.9M | +$1.7M | 0.2% |
| ICON ADVISERS INC/CO | 16,000 | +2,000 | $5.0M | +$1.6M | 14.3% |
| Independent Advisor Alliance | 10,107 | +3,433 | $3.2M | +$1.5M | 51.4% |
| MOODY NATIONAL BANK TRUST DIVISION | 14,795 | +1,950 | $4.7M | +$1.5M | 15.2% |
| TITAN GLOBAL CAPITAL MANAGEMENT USA LLC | 12,408 | +2,561 | $3.9M | +$1.5M | 26.0% |
| Mezzasalma Advisors, LLC | 13,157 | +870 | $4.5M | +$1.4M | 7.1% |
| Cerity Partners LLC | 11,257 | +2,566 | $3.5M | +$1.4M | 29.5% |
| JB Capital LLC | 17,251 | +708 | $5.4M | +$1.4M | 4.3% |
| NISA INVESTMENT ADVISORS, LLC | 15,198 | +840 | $4.8M | +$1.3M | 5.8% |
| CIBC WORLD MARKET INC. | 16,920 | +198 | $5.3M | +$1.2M | 1.2% |
| Rockefeller Capital Management L.P. | 4,332 | +3,313 | $1.4M | +$1.1M | 325.1% |
| Guided Capital Wealth Management, LLC | 12,406 | +1,001 | $3.9M | +$1.1M | 8.8% |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 13,682 | +600 | $4.3M | +$1.1M | 4.6% |
| Pacer Advisors, Inc. | 8,565 | +1,990 | $2.7M | +$1.1M | 30.3% |
| MML INVESTORS SERVICES, LLC | 9,442 | +1,676 | $3.0M | +$1.1M | 21.6% |
| Concurrent Investment Advisors, LLC | 5,141 | +2,883 | $1.6M | +$1.1M | 127.7% |
| Aigen Investment Management, LP | 4,988 | +2,804 | $1.6M | +$1.0M | 128.4% |
| HighTower Advisors, LLC | 13,956 | +203 | $4.4M | +$1.0M | 1.5% |
| FEDERATED HERMES, INC. | 6,405 | +1,949 | $2.0M | +$922.4K | 43.7% |
| Ethic Inc. | 5,853 | +1,917 | $1.8M | +$876.4K | 48.7% |
| Financial Engines Advisors L.L.C. | 9,832 | +737 | $3.1M | +$862.3K | 8.1% |
| Quantinno Capital Management LP | 7,139 | +1,468 | $2.2M | +$855.3K | 25.9% |
| KLP KAPITALFORVALTNING AS | 10,700 | +300 | $3.4M | +$815.2K | 2.9% |
| Bridgefront Capital, LLC | 3,539 | +2,316 | $1.1M | +$813.9K | 189.4% |
| HANCOCK WHITNEY CORP | 11,076 | +118 | $3.5M | +$796.5K | 1.1% |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 11,146 | +34 | $3.5M | +$780.8K | 0.3% |
| Virtue Capital Management, LLC | 11,877 | +5,708 | $2.3M | +$772.3K | 92.5% |
| BANK OF MONTREAL /CAN/ | 8,629 | +570 | $2.7M | +$737.9K | 7.1% |
| MERCER GLOBAL ADVISORS INC /ADV | 6,127 | +1,139 | $1.9M | +$704.5K | 22.8% |
| XTX Topco Ltd | 3,222 | +1,928 | $1.0M | +$696.7K | 149.0% |
| EVERGREEN CAPITAL MANAGEMENT LLC | 5,824 | +1,171 | $1.8M | +$691.1K | 25.2% |
| Whitaker-Myers Wealth Managers, LTD. | 4,650 | +1,406 | $1.5M | +$667.5K | 43.3% |
| Pictet Asset Management Holding SA | 7,583 | +479 | $2.4M | +$643.1K | 6.7% |
| Atria Investments, Inc | 7,506 | +454 | $2.4M | +$631.7K | 6.4% |
| COOKSON PEIRCE & CO INC | 8,132 | +272 | $2.6M | +$630.3K | 3.5% |
| Focus Partners Wealth | 6,691 | +654 | $2.1M | +$630.2K | 10.8% |
| NOMURA HOLDINGS INC | 2,774 | +1,622 | $873.4K | +$590.5K | 140.8% |
| Silvant Capital Management LLC | 7,865 | +126 | $2.5M | +$576.0K | 1.6% |
| &PARTNERS | 6,380 | +527 | $2.0M | +$571.5K | 9.0% |
| LAZARD ASSET MANAGEMENT LLC | 2,464 | +1,607 | $775.8K | +$565.3K | 187.5% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 6,820 | +371 | $2.1M | +$563.7K | 5.8% |
| Ashton Thomas Private Wealth, LLC | 5,358 | +706 | $1.7M | +$544.7K | 15.2% |
| Kestra Advisory Services, LLC | 6,523 | +322 | $2.1M | +$531.2K | 5.2% |
| US BANCORP \DE\ | 5,053 | +732 | $1.6M | +$529.9K | 16.9% |
| TRUIST FINANCIAL CORP | 5,860 | +439 | $1.8M | +$513.9K | 8.1% |
| QUADRANT CAPITAL GROUP LLC | 7,360 | +9 | $2.3M | +$512.3K | 0.1% |
| Sequoia Financial Advisors, LLC | 3,506 | +1,056 | $1.1M | +$502.2K | 43.1% |
| M&T Bank Corp | 3,107 | +1,111 | $977.7K | +$486.9K | 55.7% |
| CASTLEARK MANAGEMENT LLC | 2,580 | +1,200 | $812.3K | +$473.4K | 87.0% |
| Federation des caisses Desjardins du Quebec | 4,592 | +529 | $1.4M | +$448.1K | 13.0% |
| Advisory Services Network, LLC | 5,098 | +321 | $1.6M | +$432.2K | 6.7% |
| Fiduciary Trust Co | 2,193 | +970 | $690.4K | +$390.1K | 79.3% |
| CAPTRUST FINANCIAL ADVISORS | 2,950 | +714 | $928.7K | +$379.7K | 31.9% |
| Wakefield Asset Management LLLP | 5,276 | +18 | $1.7M | +$370.0K | 0.3% |
| Vanguard Personalized Indexing Management, LLC | 4,216 | +301 | $1.3M | +$365.8K | 7.7% |
| AXXCESS WEALTH MANAGEMENT, LLC | 2,213 | +835 | $696.8K | +$358.4K | 60.6% |
| NATIONAL BANK OF CANADA /FI/ | 2,252 | +817 | $708.5K | +$356.2K | 56.9% |
| Global Retirement Partners, LLC | 1,500 | +963 | $472.3K | +$340.4K | 179.3% |
| Crossmark Global Holdings, Inc. | 3,788 | +303 | $1.2M | +$336.9K | 8.7% |
| OPPENHEIMER & CO INC | 3,809 | +185 | $1.2M | +$309.4K | 5.1% |
| DEUTSCHE BANK AG\ | 4,280 | +25 | $1.3M | +$302.7K | 0.6% |
| NewEdge Advisors, LLC | 1,050 | +767 | $330.6K | +$261.1K | 271.0% |
| PFG Advisors | 2,734 | +225 | $860.9K | +$244.8K | 9.0% |
| JONES FINANCIAL COMPANIES LLLP | 1,951 | +416 | $614.2K | +$229.3K | 27.1% |
| TWIN CAPITAL MANAGEMENT INC | 3,238 | +2 | $1.0M | +$224.9K | 0.1% |
| GAMMA Investing LLC | 2,705 | +130 | $851.6K | +$219.4K | 5.0% |
| SHELTON WEALTH MANAGEMENT, LLC | 2,415 | +190 | $760.3K | +$214.0K | 8.5% |
| CIBC Private Wealth Group LLC | 2,523 | +136 | $794.3K | +$208.2K | 5.7% |
| Whalen Wealth Management Inc. | 1,304 | +447 | $410.6K | +$200.1K | 52.1% |
| BRIDGES INVESTMENT MANAGEMENT INC | 1,267 | +433 | $398.9K | +$194.1K | 51.9% |
| Vise Technologies, Inc. | 1,248 | +412 | $393.0K | +$187.8K | 49.3% |
| Vontobel Holding Ltd. | 2,457 | +46 | $773.6K | +$181.6K | 1.9% |
| Stratos Wealth Partners, LTD. | 2,104 | +140 | $662.4K | +$180.2K | 7.1% |
| Focus Partners Advisor Solutions, LLC | 2,001 | +457 | $630.2K | +$163.0K | 29.6% |
| BURNEY CO/ | 2,099 | +54 | $660.8K | +$158.7K | 2.6% |
| CAXTON ASSOCIATES LLP | 2,070 | +59 | $651.7K | +$157.9K | 2.9% |
| Ausdal Financial Partners, Inc. | 1,216 | +287 | $382.8K | +$154.7K | 30.9% |
| Merit Financial Group, LLC | 1,207 | +285 | $380.0K | +$153.6K | 30.9% |
| Manuka Financial, LLC | 2,168 | +1 | $682.6K | +$150.5K | 0.0% |
| Fifth Third Wealth Advisors LLC | 2,097 | +6 | $660.2K | +$146.8K | 0.3% |
| MISSION WEALTH MANAGEMENT, LP | 2,033 | +21 | $640.1K | +$146.1K | 1.0% |
| Counterpoint Mutual Funds LLC | 1,594 | +116 | $501.9K | +$138.9K | 7.8% |
| ALPS ADVISORS INC | 1,918 | +21 | $603.9K | +$138.1K | 1.1% |
| Advyzon Investment Management, LLC | 1,095 | +248 | $344.8K | +$136.8K | 29.3% |
| Cullen/Frost Bankers, Inc. | 1,816 | +20 | $571.8K | +$130.8K | 1.1% |
| HB Wealth Management, LLC | 1,202 | +135 | $378.4K | +$116.4K | 12.7% |
| Smartleaf Asset Management LLC | 808 | +213 | $257.4K | +$113.9K | 35.8% |
| Brown Miller Wealth Management, LLC | 1,411 | +33 | $444.3K | +$105.9K | 2.4% |
| Morse Asset Management, Inc | 1,262 | +59 | $397.3K | +$101.9K | 4.9% |
| Forum Financial Management, LP | 1,455 | +1 | $458.1K | +$101.1K | 0.1% |
| STEPHENS INC /AR/ | 1,327 | +28 | $417.8K | +$98.8K | 2.1% |
| Ballentine Partners, LLC | 977 | +106 | $307.6K | +$93.7K | 12.2% |
| Clark Capital Management Group, Inc. | 1,307 | +7 | $411.5K | +$92.3K | 0.5% |
| Optimize Financial Inc | 1,216 | +16 | $382.8K | +$88.2K | 1.3% |
| Savvy Advisors, Inc. | 1,207 | +3 | $379.9K | +$84.4K | 0.2% |
| UMB Bank, n.a. | 724 | +136 | $227.9K | +$83.6K | 23.1% |
| Horizon Family Wealth, Inc. | 1,173 | +1 | $369.3K | +$81.5K | 0.1% |
| STRS OHIO | 1,153 | +2 | $363.0K | +$80.4K | 0.2% |
| Abel Hall, LLC | 1,019 | +32 | $320.8K | +$78.5K | 3.2% |
| Pallas Capital Advisors LLC | 899 | +45 | $283.0K | +$73.3K | 5.3% |
| Meeder Advisory Services, Inc. | 889 | +32 | $279.9K | +$69.5K | 3.7% |
| Larson Financial Group LLC | 254 | +201 | $79.9K | +$66.8K | 379.2% |
| Gen-Wealth Partners Inc | 877 | +13 | $276.1K | +$64.0K | 1.5% |
| Geneos Wealth Management Inc. | 484 | +94 | $152.4K | +$56.6K | 24.1% |
| ROMAN BUTLER FULLERTON & CO | 4,545 | +5 | $1.5M | +$52.9K | 0.1% |
| CENTRAL TRUST Co | 460 | +29 | $144.7K | +$38.8K | 6.7% |
| ARK Investment Management LLC | 304 | +63 | $95.7K | +$36.5K | 26.1% |
| HARBOUR INVESTMENTS, INC. | 274 | +52 | $86.3K | +$31.8K | 23.4% |
| Parallel Advisors, LLC | 416 | +6 | $131.2K | +$30.4K | 1.5% |
| Spire Wealth Management | 135 | +84 | $42.4K | +$29.7K | 164.7% |
| ARMSTRONG ADVISORY GROUP, INC | 118 | +43 | $37.2K | +$18.8K | 57.3% |
| Ancora Advisors LLC | 77 | +49 | $24.2K | +$17.4K | 175.0% |
| ASSETMARK, INC | 223 | +4 | $70.3K | +$16.5K | 1.8% |
| Parkside Financial Bank & Trust | 156 | +16 | $49.1K | +$14.7K | 11.4% |
| SJS Investment Consulting Inc. | 44 | +37 | $13.9K | +$12.1K | 528.6% |
| JFS WEALTH ADVISORS, LLC | 62 | +26 | $19.5K | +$10.7K | 72.2% |
| True Wealth Design, LLC | 43 | +30 | $13.5K | +$10.3K | 230.8% |
| VAN ECK ASSOCIATES CORP | 39,197 | +22,816 | $12.3K | +$8.3K | 139.3% |
| HUNTINGTON NATIONAL BANK | 110 | +2 | $34.6K | +$8.1K | 1.9% |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 25,560 | +25,038 | $8.1K | +$7.9K | 4796.6% |
| Bell Investment Advisors, Inc | 30 | +21 | $9.4K | +$7.2K | 233.3% |
| ORG Partners LLC | 20 | +17 | $6.3K | +$5.6K | 566.7% |
| GW&K Investment Management, LLC | 76,060 | +1,118 | $23.9K | +$5.5K | 1.5% |
| Itau Unibanco Holding S.A. | 36 | +6 | $11.3K | +$4.0K | 20.0% |
| CWM, LLC | 18,104 | +8,628 | $5.7K | +$3.4K | 91.0% |
| High Note Wealth, LLC | 26 | +4 | $8.2K | +$2.8K | 18.2% |
| Janney Montgomery Scott LLC | 25,454 | +2,303 | $8.0K | +$2.3K | 9.9% |
| CHASE INVESTMENT COUNSEL CORP | 24,451 | +979 | $7.7K | +$1.9K | 4.2% |
| Cambridge Investment Research Advisors, Inc. | 24,249 | +268 | $7.6K | +$1.7K | 1.1% |
| Bay Harbor Wealth Management, LLC | 7 | +3 | $2.2K | +$1.2K | 75.0% |
| Rialto Wealth Management, LLC | 6 | +3 | $1.9K | +$1.2K | 100.0% |
| Marquette Asset Management, LLC | 7 | +2 | $2.2K | +$976 | 40.0% |
| Thrivent Financial for Lutherans | 12,692 | +117 | $4.0K | +$915 | 0.9% |
| Covestor Ltd | 3,492 | +2,688 | $1.1K | +$901 | 334.3% |
| Harvest Fund Management Co., Ltd | 2,461 | +2,044 | $775 | +$673 | 490.2% |
| Vestcor Inc | 1,564 | +731 | $492 | +$287 | 87.8% |
| HANTZ FINANCIAL SERVICES, INC. | 1,054 | +595 | $332 | +$219 | 129.6% |
| PARK AVENUE SECURITIES LLC | 1,460 | +9 | $460 | +$104 | 0.6% |
| HAZLETT, BURT & WATSON, INC. | 537 | +91 | $169 | +$59 | 20.4% |