13F QoQ Ownership Changes
CRVL Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 49 new · 106 added · 131 reduced · 38 exited
New Positions(49)
Added To(106)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| BlackRock, Inc. | 4,794,715 | +116,478 | $324.5M | -$37.7M | 2.5% |
| STATE STREET CORP | 1,179,572 | +30,987 | $79.8M | -$9.1M | 2.7% |
| GEODE CAPITAL MANAGEMENT, LLC | 927,845 | +28,666 | $62.8M | -$6.8M | 3.2% |
| BARCLAYS PLC | 57,465 | +15,773 | $5.9M | +$2.7M | 37.8% |
| NORGES BANK | 432,251 | +334,739 | $29.3M | -$2.6M | 343.3% |
| Point72 Asset Management, L.P. | 78,293 | +36,050 | $5.3M | +$2.0M | 85.3% |
| Voleon Capital Management LP | 55,280 | +32,696 | $3.7M | +$2.0M | 144.8% |
| CITADEL ADVISORS LLC | 57,869 | +30,457 | $3.9M | +$1.8M | 111.1% |
| Qube Research & Technologies Ltd | 245,186 | +8,473 | $16.6M | -$1.7M | 3.6% |
| Bank of New York Mellon Corp | 183,578 | +2,532 | $12.4M | -$1.6M | 1.4% |
| Engineers Gate Manager LP | 51,497 | +26,628 | $3.5M | +$1.6M | 107.1% |
| PRINCIPAL FINANCIAL GROUP INC | 165,662 | +3,551 | $11.2M | -$1.3M | 2.2% |
| Granahan Investment Management, LLC | 58,679 | +23,528 | $4.0M | +$1.2M | 66.9% |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 112,960 | +779 | $7.6M | -$1.0M | 0.7% |
| MILLENNIUM MANAGEMENT LLC | 119,974 | +28,177 | $8.1M | +$1.0M | 30.7% |
| RHUMBLINE ADVISERS | 89,186 | +498 | $6.0M | -$831.0K | 0.6% |
| Balyasny Asset Management L.P. | 14,383 | +11,180 | $973.3K | +$725.3K | 349.0% |
| Creative Planning | 24,507 | +12,013 | $1.7M | +$691.1K | 96.2% |
| Quantinno Capital Management LP | 19,036 | +11,241 | $1.3M | +$684.7K | 144.2% |
| BNP PARIBAS FINANCIAL MARKETS | 64,134 | +16,649 | $4.3M | +$663.7K | 35.1% |
| MORGAN STANLEY | 547,477 | +60,809 | $37.0M | -$630.1K | 12.5% |
| Gotham Asset Management, LLC | 23,739 | +10,748 | $1.6M | +$600.7K | 82.7% |
| CHATHAM CAPITAL GROUP, INC. | 59,009 | +445 | $4.0M | -$540.9K | 0.8% |
| Swiss National Bank | 60,800 | +900 | $4.1M | -$523.1K | 1.5% |
| SEI INVESTMENTS CO | 66,577 | +2,082 | $4.5M | -$487.9K | 3.2% |
| BANK OF AMERICA CORP /DE/ | 118,039 | +20,625 | $8.0M | +$445.9K | 21.2% |
| DEUTSCHE BANK AG\ | 52,203 | +1,085 | $3.5M | -$425.0K | 2.1% |
| CIBC Private Wealth Group LLC | 6,505 | +6,193 | $440.2K | +$416.0K | 1984.9% |
| RBF Capital, LLC | 12,000 | +6,000 | $812.0K | +$347.5K | 100.0% |
| Y-Intercept (Hong Kong) Ltd | 34,673 | +8,290 | $2.3M | +$303.8K | 31.4% |
| CITIGROUP INC | 35,751 | +1,573 | $2.4M | -$226.8K | 4.6% |
| D. E. Shaw & Co., Inc. | 86,852 | +13,844 | $5.9M | +$225.0K | 19.0% |
| &PARTNERS | 24,581 | +384 | $1.7M | -$218.8K | 1.6% |
| OCCUDO QUANTITATIVE STRATEGIES LP | 27,294 | +6,209 | $1.8M | +$214.6K | 29.4% |
| AMERICAN CENTURY COMPANIES INC | 27,788 | +768 | $1.9M | -$211.5K | 2.8% |
| GOLDMAN SACHS GROUP INC | 195,000 | +27,273 | $13.2M | +$210.2K | 16.3% |
| Graham Capital Management, L.P. | 9,994 | +3,951 | $676.3K | +$208.4K | 65.4% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 31,814 | +6,646 | $2.2M | +$204.3K | 26.4% |
| Jump Financial, LLC | 20,129 | +59 | $1.4M | -$191.7K | 0.3% |
| AQR CAPITAL MANAGEMENT LLC | 23,812 | +5,204 | $1.6M | +$170.7K | 28.0% |
| Cynosure Group, LLC | 6,078 | +2,902 | $411.3K | +$165.4K | 91.4% |
| Corient Private Wealth LLC | 12,609 | +3,648 | $854.2K | +$160.5K | 40.7% |
| ALLIANCEBERNSTEIN L.P. | 60,442 | +9,430 | $4.1M | +$140.8K | 18.5% |
| Campbell & CO Investment Adviser LLC | 13,751 | +3,514 | $930.5K | +$138.0K | 34.3% |
| Kesler, Norman & Wride, LLC | 9,342 | +2,438 | $632.2K | -$136.4K | 35.3% |
| DARK FOREST CAPITAL MANAGEMENT LP | 20,522 | +900 | $1.4M | -$130.4K | 4.6% |
| Man Group plc | 17,786 | +630 | $1.2M | -$124.6K | 3.7% |
| LPL Financial LLC | 13,953 | +3,327 | $944.2K | +$121.5K | 31.3% |
| Verition Fund Management LLC | 42,401 | +6,833 | $2.9M | +$115.6K | 19.2% |
| MGO ONE SEVEN LLC | 9,952 | +2,562 | $673.5K | +$101.3K | 34.7% |
| Trexquant Investment LP | 61,138 | +8,748 | $4.1M | +$81.2K | 16.7% |
| Police & Firemen's Retirement System of New Jersey | 8,063 | +5 | $545.6K | -$78.2K | 0.1% |
| Curated Wealth Partners LLC | 8,417 | +2,027 | $569.6K | +$74.9K | 31.7% |
| Linden Thomas Advisory Services, LLC | 7,617 | +55 | $515.4K | -$70.0K | 0.7% |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 7,770 | +1,758 | $525.8K | +$60.3K | 29.2% |
| WINTON GROUP Ltd | 14,908 | +2,614 | $1.0M | +$57.0K | 21.3% |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 7,188 | +173 | $486.4K | -$56.7K | 2.5% |
| QUADRANT CAPITAL GROUP LLC | 4,672 | +1,308 | $316.2K | +$55.7K | 38.9% |
| State of Tennessee, Department of Treasury | 15,782 | +873 | $1.1M | -$55.4K | 5.8% |
| Apollon Wealth Management, LLC | 5,497 | +8 | $372.0K | -$53.0K | 0.1% |
| ProShare Advisors LLC | 5,687 | +163 | $384.8K | -$42.8K | 3.0% |
| Convergence Financial, LLC | 4,677 | +37 | $316.5K | -$42.7K | 0.8% |
| Steward Partners Investment Advisory, LLC | 5,487 | +144 | $371.3K | -$42.4K | 2.7% |
| Maryland State Retirement & Pension System | 4,573 | +73 | $309.5K | -$38.9K | 1.6% |
| GAMMA Investing LLC | 1,026 | +629 | $69.4K | +$38.7K | 158.4% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 13,697 | +210 | $962.1K | -$37.4K | 1.6% |
| SIGNATUREFD, LLC | 674 | +558 | $45.6K | +$36.6K | 481.0% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 5,707 | +248 | $386.2K | -$36.4K | 4.5% |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 3,497 | +39 | $236.6K | -$31.1K | 1.1% |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 3,573 | +67 | $241.8K | -$29.6K | 1.9% |
| AVIVA PLC | 6,832 | +1,175 | $462.3K | +$24.4K | 20.8% |
| BENJAMIN EDWARDS INC | 3,843 | +218 | $260.0K | -$20.6K | 6.0% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 416 | +17 | $48.7K | +$17.8K | 4.3% |
| Inspire Investing, LLC | 6,889 | +1,060 | $466.2K | +$14.9K | 18.2% |
| MassMutual Private Wealth & Trust, FSB | 300 | +198 | $20.3K | +$12.4K | 194.1% |
| Rockefeller Capital Management L.P. | 574 | +230 | $38.8K | +$12.2K | 66.9% |
| BANK OF MONTREAL /CAN/ | 4,217 | +669 | $285.4K | +$10.7K | 18.9% |
| Vanguard Personalized Indexing Management, LLC | 6,246 | +672 | $422.7K | -$8.9K | 12.1% |
| Bell Investment Advisors, Inc | 200 | +135 | $13.5K | +$8.5K | 207.7% |
| Sterling Capital Management LLC | 195 | +124 | $13.2K | +$7.7K | 174.6% |
| FMR LLC | 6,909 | +787 | $467.5K | -$6.4K | 12.8% |
| Pictet Asset Management Holding SA | 5,120 | +724 | $346.5K | +$6.1K | 16.5% |
| Parallel Advisors, LLC | 176 | +98 | $11.9K | +$5.9K | 125.6% |
| UMB Bank, n.a. | 180 | +93 | $12.2K | +$5.4K | 106.9% |
| JONES FINANCIAL COMPANIES LLLP | 477 | +135 | $32.3K | +$5.4K | 39.5% |
| BESSEMER GROUP INC | 79,646 | +79,329 | $5.4K | +$5.4K | 25024.9% |
| EXCHANGE TRADED CONCEPTS, LLC | 530 | +18 | $35.9K | -$3.8K | 3.5% |
| HRT FINANCIAL LP | 77,939 | +55,146 | $5.3K | +$3.5K | 241.9% |
| US BANCORP \DE\ | 501 | +100 | $33.9K | +$2.9K | 24.9% |
| Versant Capital Management, Inc | 263 | +2 | $17.8K | -$2.4K | 0.8% |
| Larson Financial Group LLC | 36 | +33 | $2.4K | +$2.2K | 1100.0% |
| ASSETMARK, INC | 48 | +30 | $3.2K | +$1.9K | 166.7% |
| Pacer Advisors, Inc. | 144 | +38 | $9.7K | +$1.5K | 35.8% |
| Private Wealth Management Group, LLC | 103 | +25 | $7.0K | +$932 | 32.0% |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 146 | +14 | $9.9K | -$339 | 10.6% |
| Rialto Wealth Management, LLC | 8 | +5 | $542 | +$309 | 166.7% |
| JFS WEALTH ADVISORS, LLC | 45 | +9 | $3.0K | +$258 | 25.0% |
| State of Alaska, Department of Revenue | 19,198 | +314 | $1.3K | -$162 | 1.7% |
| Altshuler Shaham Ltd | 57 | +9 | $3.9K | +$141 | 18.8% |
| Handelsbanken Fonder AB | 12,100 | +3,300 | $819 | +$138 | 37.5% |
| AMALGAMATED BANK | 9,026 | +108 | $611 | -$79 | 1.2% |
| PNC Financial Services Group, Inc. | 2,008 | +252 | $135.9K | -$66 | 14.3% |
| Covestor Ltd | 1,949 | +399 | $132 | +$12 | 25.7% |
| HANTZ FINANCIAL SERVICES, INC. | 507 | +7 | $34 | -$5 | 1.4% |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 508 | +120 | $34 | +$4 | 30.9% |
| Avion Wealth | 21 | +9 | $1 | +$1 | 75.0% |