13F QoQ Ownership Changes
CRUS Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 87 new · 186 added · 225 reduced · 62 exited
New Positions(87)
Added To(186)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| Invesco Ltd. | 642,501 | +367,488 | $76.1M | +$41.7M | 133.6% |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | 388,225 | +328,159 | $46.0M | +$38.5M | 546.3% |
| Pacer Advisors, Inc. | 421,426 | +236,501 | $49.9M | +$26.8M | 127.9% |
| Allianz Asset Management GmbH | 1,073,623 | +269,391 | $127.2M | +$26.5M | 33.5% |
| AMERICAN CENTURY COMPANIES INC | 237,367 | +156,747 | $28.1M | +$18.0M | 194.4% |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 466,766 | +165,388 | $55.3M | +$17.6M | 54.9% |
| Quantinno Capital Management LP | 778,228 | +179,795 | $92.2M | +$17.2M | 30.0% |
| FMR LLC | 1,185,669 | +157,631 | $140.5M | +$11.7M | 15.3% |
| Assenagon Asset Management S.A. | 144,139 | +99,526 | $17.1M | +$11.5M | 223.1% |
| UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC | 374,575 | +108,689 | $44.4M | +$11.1M | 40.9% |
| FULLER & THALER ASSET MANAGEMENT, INC. | 1,578,555 | +11,307 | $187.1M | -$9.3M | 0.7% |
| Man Group plc | 99,076 | +76,855 | $11.7M | +$9.0M | 345.9% |
| D. E. Shaw & Co., Inc. | 77,106 | +74,906 | $9.1M | +$8.9M | 3404.8% |
| Robeco Institutional Asset Management B.V. | 436,989 | +91,918 | $51.8M | +$8.5M | 26.6% |
| CANADA PENSION PLAN INVESTMENT BOARD | 149,600 | +74,200 | $17.7M | +$8.3M | 98.4% |
| GEODE CAPITAL MANAGEMENT, LLC | 1,237,758 | +2,341 | $146.7M | -$8.1M | 0.2% |
| TWO SIGMA INVESTMENTS, LP | 84,296 | +69,095 | $10.0M | +$8.1M | 454.5% |
| Edgestream Partners, L.P. | 84,846 | +49,399 | $10.1M | +$5.6M | 139.4% |
| Trexquant Investment LP | 55,585 | +44,981 | $6.6M | +$5.3M | 424.2% |
| RENAISSANCE TECHNOLOGIES LLC | 152,043 | +46,523 | $18.0M | +$4.8M | 44.1% |
| BNP PARIBAS FINANCIAL MARKETS | 88,395 | +39,093 | $10.5M | +$4.3M | 79.3% |
| Amundi | 85,045 | +39,710 | $10.1M | +$4.3M | 87.6% |
| UBS Group AG | 396,170 | +53,981 | $46.9M | +$4.1M | 15.8% |
| TWO SIGMA ADVISERS, LP | 43,700 | +34,200 | $5.2M | +$4.0M | 360.0% |
| SEI INVESTMENTS CO | 947,058 | +20,100 | $112.2M | -$3.9M | 2.2% |
| STIFEL FINANCIAL CORP | 69,913 | +34,454 | $8.3M | +$3.8M | 97.2% |
| Gotham Asset Management, LLC | 230,556 | +41,758 | $27.3M | +$3.7M | 22.1% |
| Y-Intercept (Hong Kong) Ltd | 39,096 | +29,635 | $4.6M | +$3.4M | 313.2% |
| FIRST TRUST ADVISORS LP | 352,786 | +44,051 | $41.8M | +$3.1M | 14.3% |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 190,682 | +34,977 | $22.6M | +$3.1M | 22.5% |
| Hillsdale Investment Management Inc. | 35,470 | +26,300 | $4.2M | +$3.1M | 286.8% |
| DEUTSCHE BANK AG\ | 39,321 | +26,397 | $4.7M | +$3.0M | 204.2% |
| Focus Partners Wealth | 29,066 | +21,050 | $3.4M | +$2.6M | 262.6% |
| GOLDMAN SACHS GROUP INC | 128,259 | +26,882 | $15.2M | +$2.5M | 26.5% |
| Cerity Partners LLC | 34,941 | +21,247 | $4.1M | +$2.4M | 155.2% |
| Russell Investments Group, Ltd. | 146,064 | +26,518 | $17.4M | +$2.4M | 22.2% |
| RBF Capital, LLC | 40,000 | +20,000 | $4.7M | +$2.2M | 100.0% |
| MORGAN STANLEY | 629,527 | +17,945 | $74.6M | -$2.0M | 2.9% |
| DIMENSIONAL FUND ADVISORS LP | 1,244,258 | +83,059 | $147.5M | +$2.0M | 7.2% |
| ING GROEP NV | 52,600 | +18,500 | $6.2M | +$2.0M | 54.3% |
| VIRTUS ADVISERS, LLC | 25,800 | +17,200 | $3.0M | +$1.9M | 200.0% |
| Engineers Gate Manager LP | 40,911 | +17,117 | $4.8M | +$1.9M | 71.9% |
| WORLDQUANT MILLENNIUM ADVISORS LLC | 34,625 | +12,765 | $4.1M | +$1.4M | 58.4% |
| AlphaQuest LLC | 12,416 | +11,502 | $1.5M | +$1.4M | 1258.4% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 105,107 | +16,486 | $12.5M | +$1.4M | 18.6% |
| FEDERATED HERMES, INC. | 58,890 | +13,958 | $7.0M | +$1.3M | 31.1% |
| Corient Private Wealth LLC | 193,777 | +180,932 | $2.9M | +$1.3M | 1408.6% |
| Connor, Clark & Lunn Investment Management Ltd. | 53,681 | +13,226 | $6.4M | +$1.3M | 32.7% |
| EVERGREEN CAPITAL MANAGEMENT LLC | 13,631 | +10,014 | $1.6M | +$1.2M | 276.9% |
| Caprock Group, LLC | 26,045 | +7,827 | $3.1M | +$1.0M | 43.0% |
| FOX RUN MANAGEMENT, L.L.C. | 12,859 | +8,653 | $1.5M | +$996.8K | 205.7% |
| Qube Research & Technologies Ltd | 204,010 | +3,101 | $24.2M | -$996.7K | 1.5% |
| Horizon Investments, LLC | 27,126 | +8,929 | $3.2M | +$934.5K | 49.1% |
| PNC Financial Services Group, Inc. | 10,128 | +7,686 | $1.2M | +$894.2K | 314.7% |
| RAYMOND JAMES FINANCIAL INC | 141,475 | +13,435 | $16.8M | +$778.2K | 10.5% |
| Verition Fund Management LLC | 42,697 | +8,289 | $5.1M | +$748.6K | 24.1% |
| Optas, LLC | 8,030 | +6,016 | $951.6K | +$699.2K | 298.7% |
| PRUDENTIAL FINANCIAL INC | 36,911 | +7,389 | $4.4M | +$675.1K | 25.0% |
| California Public Employees Retirement System | 96,553 | +147 | $11.4M | -$637.2K | 0.1% |
| CITADEL ADVISORS LLC | 152,697 | +13,260 | $18.1M | +$624.5K | 9.5% |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 129,880 | +11,607 | $15.4M | +$572.4K | 9.8% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 6,185 | +4,614 | $732.9K | +$536.1K | 293.7% |
| NewEdge Advisors, LLC | 7,934 | +4,617 | $940.2K | +$524.6K | 139.2% |
| Tower Research Capital LLC (TRC) | 7,398 | +4,545 | $876.7K | +$519.2K | 159.3% |
| One Capital Management, LLC | 16,508 | +4,946 | $2.0M | +$507.6K | 42.8% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 11,880 | +4,636 | $1.4M | +$500.2K | 64.0% |
| WELLS FARGO & COMPANY/MN | 77,137 | +422 | $9.1M | -$470.9K | 0.6% |
| Interchange Capital Partners, LLC | 6,392 | +4,051 | $757.5K | +$464.2K | 173.0% |
| Swiss National Bank | 101,200 | +1,800 | $12.0M | -$461.6K | 1.8% |
| Callan Family Office, LLC | 7,495 | +3,793 | $888.2K | +$424.3K | 102.5% |
| MERCER GLOBAL ADVISORS INC /ADV | 22,120 | +4,444 | $2.6M | +$406.6K | 25.1% |
| Elo Mutual Pension Insurance Co | 14,328 | +3,863 | $1.7M | +$386.7K | 36.9% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 16,507 | +3,144 | $2.0M | +$375.3K | 23.5% |
| Kera Capital Partners, Inc. | 7,662 | +2,551 | $998.7K | +$358.3K | 49.9% |
| ZACKS INVESTMENT MANAGEMENT | 57,084 | +264 | $6.8M | -$354.6K | 0.5% |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 48,724 | +323 | $5.8M | -$290.4K | 0.7% |
| Sterling Capital Management LLC | 5,713 | +2,553 | $677.0K | +$281.1K | 80.8% |
| Financial Management Professionals, Inc. | 2,236 | +2,231 | $265.0K | +$264.3K | 44620.0% |
| SYON CAPITAL LLC | 10,018 | +2,602 | $1.2M | +$258.0K | 35.1% |
| Coppell Advisory Solutions LLC | 26,993 | +2,784 | $3.2M | +$247.1K | 11.5% |
| Crossmark Global Holdings, Inc. | 59,111 | +1,271 | $7.0M | -$242.1K | 2.2% |
| M&T Bank Corp | 4,043 | +2,130 | $479.0K | +$239.0K | 111.3% |
| RITHOLTZ WEALTH MANAGEMENT | 6,481 | +2,212 | $768.0K | +$233.1K | 51.8% |
| NewEdge Wealth, LLC | 10,118 | +1,809 | $1.2M | +$206.7K | 21.8% |
| XTX Topco Ltd | 6,694 | +1,901 | $793.2K | +$192.7K | 39.7% |
| NEW YORK STATE COMMON RETIREMENT FUND | 30,471 | +138 | $3.6M | -$189.6K | 0.5% |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3,585 | +1,622 | $424.8K | +$178.9K | 82.6% |
| DENALI ADVISORS LLC | 4,207 | +1,600 | $498.5K | +$171.9K | 61.4% |
| Vise Technologies, Inc. | 3,415 | +1,493 | $404.7K | +$163.9K | 77.7% |
| Sequoia Financial Advisors, LLC | 4,931 | +1,465 | $584.3K | +$150.1K | 42.3% |
| ProShare Advisors LLC | 8,852 | +1,658 | $1.0M | +$147.6K | 23.0% |
| Inspire Investing, LLC | 15,230 | +1,989 | $1.8M | +$145.7K | 15.0% |
| Cardinal Capital Management | 23,790 | +130 | $2.8M | -$145.2K | 0.5% |
| CVA Family Office, LLC | 1,211 | +1,200 | $143.5K | +$142.1K | 10909.1% |
| Aaron Wealth Advisors LLC | 14,602 | +1,916 | $1.7M | +$140.9K | 15.1% |
| Creative Planning | 26,570 | +2,493 | $3.1M | +$132.0K | 10.3% |
| KLP KAPITALFORVALTNING AS | 24,300 | +300 | $2.9M | -$127.4K | 1.3% |
| CERTUITY, LLC | 4,810 | +1,213 | $570.0K | +$119.3K | 33.7% |
| Summit Trail Advisors, LLC | 29,321 | +2,461 | $3.5M | +$109.2K | 9.2% |
| MAI Capital Management | 1,141 | +849 | $135.2K | +$98.6K | 290.8% |
| HighTower Advisors, LLC | 13,112 | +63 | $1.6M | -$81.1K | 0.5% |
| Glenview Trust co | 11,989 | +31 | $1.4M | -$77.5K | 0.3% |
| ASSETMARK, INC | 633 | +609 | $75.0K | +$72.0K | 2537.5% |
| Linden Thomas Advisory Services, LLC | 12,924 | +133 | $1.5M | -$71.1K | 1.0% |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 800 | +600 | $94.8K | +$69.7K | 300.0% |
| Chicago Partners Investment Group LLC | 7,628 | +941 | $971.3K | +$68.5K | 14.1% |
| Global Retirement Partners, LLC | 835 | +567 | $98.9K | +$65.4K | 211.6% |
| Banque Cantonale Vaudoise | 551 | +248 | $65.0K | +$65.0K | 81.8% |
| Kendall Capital Management | 10,600 | +90 | $1.3M | -$60.7K | 0.8% |
| Diversified Trust Co | 8,995 | +21 | $1.1M | -$58.4K | 0.2% |
| BANK OF MONTREAL /CAN/ | 5,237 | +727 | $620.6K | +$55.5K | 16.1% |
| Impact Partnership Wealth, LLC | 3,780 | +639 | $447.9K | +$54.4K | 20.3% |
| Mitsubishi UFJ Trust & Banking Corp | 28,549 | +1,972 | $3.4M | +$53.2K | 7.4% |
| Brand Asset Management Group, Inc. | 2,736 | +567 | $324.2K | +$52.5K | 26.1% |
| Versant Capital Management, Inc | 5,913 | +731 | $700.7K | +$51.4K | 14.1% |
| HANCOCK WHITNEY CORP | 8,395 | +65 | $994.9K | -$48.8K | 0.8% |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 18,854 | +1,400 | $2.2M | +$47.4K | 8.0% |
| COOKSON PEIRCE & CO INC | 2,637 | +484 | $312.5K | +$42.7K | 22.5% |
| CHOREO, LLC | 6,236 | +571 | $750.8K | +$41.0K | 10.1% |
| Cornerstone Wealth Group, LLC | 2,148 | +431 | $254.5K | +$39.4K | 25.1% |
| Clearstead Advisors, LLC | 560 | +339 | $66.4K | +$38.7K | 153.4% |
| CSS LLC/IL | 6,730 | +60 | $797.5K | -$38.2K | 0.9% |
| Rockefeller Capital Management L.P. | 1,567 | +354 | $185.7K | +$33.7K | 29.2% |
| Larson Financial Group LLC | 565 | +291 | $66.9K | +$32.6K | 106.2% |
| Pathstone Holdings, LLC | 5,789 | +62 | $686.0K | -$31.5K | 1.1% |
| Inscription Capital, LLC | 13,733 | +988 | $1.6M | +$30.5K | 7.8% |
| BROWN ADVISORY INC | 3,031 | +407 | $359.2K | +$30.4K | 15.5% |
| Baker Avenue Asset Management, LP | 11,848 | +879 | $1.4M | +$29.7K | 8.0% |
| Voya Investment Management LLC | 32,607 | +1,533 | $3.9M | -$29.3K | 4.9% |
| Merit Financial Group, LLC | 5,673 | +492 | $672.2K | +$23.1K | 9.5% |
| HB Wealth Management, LLC | 1,992 | +289 | $236.1K | +$22.7K | 17.0% |
| ALPS ADVISORS INC | 3,936 | +33 | $466.4K | -$22.6K | 0.8% |
| Atria Investments, Inc | 4,396 | +417 | $520.9K | +$22.4K | 10.5% |
| QUADRANT CAPITAL GROUP LLC | 3,385 | +14 | $401.1K | -$21.2K | 0.4% |
| AVIVA PLC | 8,981 | +337 | $1.1M | -$18.8K | 3.9% |
| E. Ohman J:or Asset Management AB | 24,084 | +1,446 | $2.9M | +$17.6K | 6.4% |
| Graham Capital Management, L.P. | 1,892 | +236 | $224.2K | +$16.7K | 14.3% |
| PROFUND ADVISORS LLC | 3,797 | +74 | $449.9K | -$16.5K | 2.0% |
| Pallas Capital Advisors LLC | 2,470 | +10 | $292.7K | -$15.5K | 0.4% |
| NEUBERGER BERMAN GROUP LLC | 5,269 | +169 | $624.4K | -$14.6K | 3.3% |
| ELEVATION WEALTH PARTNERS, LLC | 159 | +122 | $18.8K | +$14.2K | 329.7% |
| US BANCORP \DE\ | 2,683 | +38 | $317.9K | -$13.5K | 1.4% |
| TRUIST FINANCIAL CORP | 3,225 | +69 | $382.2K | -$13.3K | 2.2% |
| LSV ASSET MANAGEMENT | 2,356,245 | +23,703 | $279.2K | -$13.0K | 1.0% |
| New Age Alpha Advisors, LLC | 12,349 | +570 | $1.5M | -$12.4K | 4.8% |
| JOURNEY STRATEGIC WEALTH LLC | 1,727 | +2 | $204.7K | -$11.5K | 0.1% |
| ORG Partners LLC | 111 | +91 | $13.2K | +$10.6K | 455.0% |
| Haven Private, LLC | 2,658 | +63 | $315.0K | -$10.2K | 2.4% |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 83,692 | +83,138 | $9.9K | +$9.8K | 15006.9% |
| CIBC Private Wealth Group LLC | 389 | +88 | $46.1K | +$8.4K | 29.2% |
| Arkadios Wealth Advisors | 6,803 | +304 | $806.2K | -$8.1K | 4.7% |
| STRS OHIO | 1,224 | +2 | $145.0K | -$8.1K | 0.2% |
| Advisory Services Network, LLC | 2,061 | +53 | $244.2K | -$7.4K | 2.6% |
| Vanguard Personalized Indexing Management, LLC | 9,079 | +435 | $1.1M | -$7.1K | 5.0% |
| COLDSTREAM CAPITAL MANAGEMENT INC | 2,187 | +169 | $259.2K | +$6.3K | 8.4% |
| NATIXIS ADVISORS, LLC | 260,657 | +62,391 | $30.9K | +$6.0K | 31.5% |
| CWA Asset Management Group, LLC | 22,196 | +1,162 | $2.6M | -$5.1K | 5.5% |
| GAMMA Investing LLC | 2,352 | +163 | $278.7K | +$4.5K | 7.4% |
| Bell Investment Advisors, Inc | 95 | +38 | $11.3K | +$4.1K | 66.7% |
| Bridgefront Capital, LLC | 4,384 | +205 | $519.5K | -$4.1K | 4.9% |
| Root Financial Partners, LLC | 175 | +42 | $20.7K | +$4.1K | 31.6% |
| 1620 INVESTMENT ADVISORS, INC. | 670 | +5 | $79.4K | -$3.9K | 0.8% |
| UMB Bank, n.a. | 643 | +66 | $76.2K | +$3.9K | 11.4% |
| Parkside Financial Bank & Trust | 695 | +8 | $82.4K | -$3.7K | 1.2% |
| Penserra Capital Management LLC | 316,029 | +45,973 | $37.4K | +$3.6K | 17.0% |
| Quent Capital, LLC | 611 | +7 | $72.4K | -$3.3K | 1.1% |
| True Wealth Design, LLC | 553 | +5 | $65.5K | -$3.1K | 0.9% |
| IMA Advisory Services, Inc. | 27 | +25 | $3.2K | +$2.9K | 1250.0% |
| ACADIAN ASSET MANAGEMENT LLC | 704,793 | +51,413 | $83.5K | +$1.7K | 7.9% |
| FOSTER & MOTLEY INC | 21,428 | +12,486 | $2.5K | +$1.4K | 139.6% |
| JFS WEALTH ADVISORS, LLC | 38 | +13 | $4.5K | +$1.4K | 52.0% |
| Cullen/Frost Bankers, Inc. | 385 | +28 | $45.6K | +$894 | 7.8% |
| Parallel Advisors, LLC | 1,368 | +80 | $162.1K | +$734 | 6.2% |
| DiNuzzo Private Wealth, Inc. | 12 | +5 | $1.4K | +$622 | 71.4% |
| SJS Investment Consulting Inc. | 429 | +28 | $50.8K | +$595 | 7.0% |
| VAN ECK ASSOCIATES CORP | 84,081 | +667 | $10.0K | -$488 | 0.8% |
| Transamerica Financial Advisors, LLC | 26 | +5 | $3.1K | +$450 | 23.8% |
| Physician Wealth Advisors, Inc. | 8 | +4 | $948 | +$446 | 100.0% |
| WealthCollab, LLC | 140 | +11 | $16.6K | +$427 | 8.5% |
| GSA CAPITAL PARTNERS LLP | 4,807 | +2,754 | $570 | +$313 | 134.1% |
| Daiwa Securities Group Inc. | 3,030 | +2,570 | $359 | +$301 | 558.7% |
| Bay Harbor Wealth Management, LLC | 6 | +2 | $711 | +$210 | 50.0% |
| HFM Investment Advisors, LLC | 4 | +1 | $474 | +$98 | 33.3% |
| Rialto Wealth Management, LLC | 11 | +1 | $1.3K | +$51 | 10.0% |
| HANTZ FINANCIAL SERVICES, INC. | 917 | +277 | $109 | +$29 | 43.3% |
| BESSEMER GROUP INC | 823 | +47 | $98 | +$1 | 6.0% |