13F QoQ Ownership Changes
DCI Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 112 new · 175 added · 325 reduced · 54 exited
New Positions(112)
Added To(175)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 1,707,872 | +1,701,387 | $151.4M | +$150.9M | 26235.7% |
| BlackRock, Inc. | 10,917,049 | +236,794 | $967.9M | +$93.7M | 2.2% |
| NORGES BANK | 1,355,580 | +371,558 | $120.2M | +$47.7M | 37.8% |
| FULLER & THALER ASSET MANAGEMENT, INC. | 2,109,595 | +380,419 | $187.0M | +$45.5M | 22.0% |
| TWO SIGMA ADVISERS, LP | 546,622 | +481,900 | $48.5M | +$43.2M | 744.6% |
| TWO SIGMA INVESTMENTS, LP | 469,476 | +400,613 | $41.6M | +$36.0M | 581.8% |
| MORGAN STANLEY | 2,542,166 | +47,062 | $225.4M | +$21.2M | 1.9% |
| GEODE CAPITAL MANAGEMENT, LLC | 2,846,214 | +15,674 | $252.4M | +$20.7M | 0.6% |
| DIMENSIONAL FUND ADVISORS LP | 2,010,010 | +15,799 | $178.2M | +$15.0M | 0.8% |
| GOLDMAN SACHS GROUP INC | 356,662 | +141,695 | $31.6M | +$14.0M | 65.9% |
| Invesco Ltd. | 1,355,944 | +21,268 | $120.2M | +$11.0M | 1.6% |
| Quantinno Capital Management LP | 524,047 | +80,839 | $46.5M | +$10.2M | 18.2% |
| Allspring Global Investments Holdings, LLC | 946,530 | +22,494 | $85.1M | +$9.3M | 2.4% |
| AQR CAPITAL MANAGEMENT LLC | 698,259 | +31,628 | $61.9M | +$7.4M | 4.7% |
| CAPITAL COUNSEL LLC/NY | 958,463 | +5,862 | $85.0M | +$7.0M | 0.6% |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 105,470 | +76,061 | $9.4M | +$6.9M | 258.6% |
| Gotham Asset Management, LLC | 325,991 | +56,389 | $28.9M | +$6.8M | 20.9% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 797,592 | +4,777 | $70.7M | +$5.8M | 0.6% |
| Swedbank AB | 528,100 | +13,300 | $46.8M | +$4.7M | 2.6% |
| ExodusPoint Capital Management, LP | 125,901 | +38,926 | $11.2M | +$4.0M | 44.8% |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 70,931 | +33,242 | $6.3M | +$3.2M | 88.2% |
| SEI INVESTMENTS CO | 180,409 | +22,624 | $16.0M | +$3.1M | 14.3% |
| ALLIANCEBERNSTEIN L.P. | 169,966 | +22,182 | $15.1M | +$3.0M | 15.0% |
| California Public Employees Retirement System | 226,801 | +9,717 | $20.1M | +$2.3M | 4.5% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 216,645 | +1,729 | $20.0M | +$2.3M | 0.8% |
| Aquatic Capital Management LLC | 42,688 | +23,727 | $3.8M | +$2.2M | 125.1% |
| PRUDENTIAL FINANCIAL INC | 50,352 | +21,269 | $4.5M | +$2.1M | 73.1% |
| 1832 Asset Management L.P. | 105,979 | +13,710 | $9.4M | +$1.8M | 14.8% |
| Willis Investment Counsel | 52,611 | +17,459 | $4.7M | +$1.8M | 49.7% |
| Swiss National Bank | 228,600 | +2,700 | $20.3M | +$1.8M | 1.2% |
| FRANKLIN RESOURCES INC | 130,086 | +9,496 | $11.5M | +$1.7M | 7.9% |
| AlphaQuest LLC | 18,147 | +17,193 | $1.6M | +$1.5M | 1802.2% |
| Focus Partners Wealth | 61,616 | +11,259 | $5.5M | +$1.3M | 22.4% |
| Jump Financial, LLC | 18,053 | +13,049 | $1.6M | +$1.2M | 260.8% |
| Corient Private Wealth LLC | 169,948 | +126,849 | $4.7M | +$1.2M | 294.3% |
| EVERGREEN CAPITAL MANAGEMENT LLC | 15,883 | +12,644 | $1.4M | +$1.1M | 390.4% |
| PDT Partners, LLC | 41,952 | +9,538 | $3.7M | +$1.1M | 29.4% |
| BROADWATER CAPITAL MANAGEMENT LLC | 549,185 | +492,385 | $4.7M | +$1.0M | 866.9% |
| Kestra Advisory Services, LLC | 36,962 | +8,697 | $3.3M | +$963.5K | 30.8% |
| Creative Planning | 45,815 | +7,616 | $4.1M | +$935.3K | 19.9% |
| XTX Topco Ltd | 13,853 | +9,329 | $1.2M | +$857.9K | 206.2% |
| BLAIR WILLIAM & CO/IL | 101,315 | +1,689 | $9.0M | +$828.2K | 1.7% |
| Schonfeld Strategic Advisors LLC | 11,659 | +8,849 | $1.0M | +$803.7K | 314.9% |
| Callan Family Office, LLC | 44,258 | +5,677 | $3.9M | +$766.1K | 14.7% |
| Man Group plc | 18,475 | +7,652 | $1.6M | +$752.1K | 70.7% |
| Weiss Asset Management LP | 32,724 | +6,227 | $2.9M | +$732.5K | 23.5% |
| Mariner, LLC | 76,991 | +2,477 | $6.8M | +$727.2K | 3.3% |
| NEUBERGER BERMAN GROUP LLC | 34,261 | +5,721 | $3.0M | +$701.5K | 20.0% |
| Illinois Municipal Retirement Fund | 39,473 | +4,965 | $3.5M | +$675.2K | 14.4% |
| JONES FINANCIAL COMPANIES LLLP | 42,706 | +4,286 | $3.8M | +$673.5K | 11.2% |
| Russell Investments Group, Ltd. | 33,017 | +4,838 | $2.9M | +$623.1K | 17.2% |
| Ethic Inc. | 27,449 | +5,015 | $2.4M | +$597.3K | 22.4% |
| Mitsubishi UFJ Trust & Banking Corp | 54,717 | +2,702 | $4.9M | +$593.8K | 5.2% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 20,149 | +5,554 | $1.8M | +$591.8K | 38.0% |
| PNC Financial Services Group, Inc. | 66,149 | +1,482 | $5.9M | +$571.8K | 2.3% |
| &PARTNERS | 21,495 | +5,205 | $1.9M | +$568.9K | 31.9% |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 33,412 | +4,133 | $3.0M | +$565.8K | 14.1% |
| CAPSTONE INVESTMENT ADVISORS, LLC | 9,041 | +5,839 | $801.6K | +$539.5K | 182.3% |
| BNP PARIBAS FINANCIAL MARKETS | 17,144 | +4,941 | $1.5M | +$521.2K | 40.5% |
| Allianz Asset Management GmbH | 30,428 | +3,689 | $2.7M | +$509.2K | 13.8% |
| CI INVESTMENTS INC. | 5,679 | +877 | $503.5K | +$503.1K | 18.3% |
| GHP Investment Advisors, Inc. | 54,251 | +1,189 | $4.8M | +$466.8K | 2.2% |
| Summit Trail Advisors, LLC | 33,962 | +2,791 | $3.0M | +$459.7K | 8.9% |
| Sequoia Financial Advisors, LLC | 15,288 | +4,121 | $1.4M | +$441.4K | 36.9% |
| Caprock Group, LLC | 18,534 | +3,171 | $1.6M | +$419.3K | 20.6% |
| Cerity Partners LLC | 21,679 | +3,221 | $1.9M | +$411.3K | 17.4% |
| OXFORD ASSET MANAGEMENT LLP | 10,295 | +3,941 | $912.8K | +$392.7K | 62.0% |
| MERCER GLOBAL ADVISORS INC /ADV | 19,369 | +2,917 | $1.7M | +$370.7K | 17.7% |
| Curi Capital, LLC | 50,596 | +227 | $4.5M | +$363.2K | 0.5% |
| Chevy Chase Trust Holdings, LLC | 13,720 | +3,220 | $1.2M | +$357.0K | 30.7% |
| DEUTSCHE BANK AG\ | 17,399 | +2,910 | $1.5M | +$356.7K | 20.1% |
| New Age Alpha Advisors, LLC | 17,793 | +2,875 | $1.6M | +$356.5K | 19.3% |
| Vident Advisory, LLC | 6,388 | +3,470 | $566.4K | +$327.5K | 118.9% |
| Y-Intercept (Hong Kong) Ltd | 38,287 | +802 | $3.4M | +$326.4K | 2.1% |
| Focus Financial Network, Inc. | 32,301 | +991 | $2.9M | +$301.0K | 3.2% |
| BROWN ADVISORY INC | 43,419 | +2 | $3.8M | +$295.9K | 0.0% |
| Kera Capital Partners, Inc. | 6,897 | +1,754 | $703.1K | +$282.1K | 34.1% |
| CIBC Private Wealth Group LLC | 32,067 | +407 | $2.8M | +$251.7K | 1.3% |
| SYON CAPITAL LLC | 11,193 | +2,044 | $992.4K | +$243.5K | 22.3% |
| AXQ CAPITAL, LP | 7,779 | +2,181 | $689.7K | +$231.5K | 39.0% |
| Aaron Wealth Advisors LLC | 11,507 | +1,488 | $1.0M | +$200.2K | 14.8% |
| NAPLES GLOBAL ADVISORS, LLC | 23,425 | +431 | $2.1M | +$194.8K | 1.9% |
| AMG National Trust Bank | 22,210 | +497 | $2.0M | +$191.9K | 2.3% |
| Cetera Investment Advisers | 18,299 | +695 | $1.6M | +$181.5K | 3.9% |
| OSAIC HOLDINGS, INC. | 13,295 | +885 | $1.2M | +$180.7K | 7.1% |
| Vanguard Personalized Indexing Management, LLC | 13,260 | +996 | $1.2M | +$171.7K | 8.1% |
| Federation des caisses Desjardins du Quebec | 9,552 | +1,295 | $846.9K | +$171.0K | 15.7% |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 14,132 | +375 | $1.3M | +$158.9K | 2.7% |
| Vise Technologies, Inc. | 4,313 | +1,552 | $382.4K | +$156.4K | 56.2% |
| Aster Capital Management (DIFC) Ltd | 1,950 | +1,714 | $172.9K | +$153.6K | 726.3% |
| HANCOCK WHITNEY CORP | 20,149 | +193 | $1.8M | +$153.0K | 1.0% |
| Hennion & Walsh Asset Management, Inc. | 4,917 | +1,460 | $435.9K | +$153.0K | 42.2% |
| Savant Capital, LLC | 16,316 | +400 | $1.4M | +$143.9K | 2.5% |
| Manchester Capital Management LLC | 2,555 | +1,500 | $226.5K | +$140.2K | 142.2% |
| STUDIO INVESTMENT MANAGEMENT LLC | 11,228 | +760 | $995.5K | +$138.7K | 7.3% |
| NewEdge Wealth, LLC | 24,039 | +961 | $2.1M | +$135.3K | 4.2% |
| Wealthspire Advisors, LLC | 7,338 | +1,042 | $650.6K | +$135.3K | 16.6% |
| Curated Wealth Partners LLC | 5,066 | +1,216 | $449.2K | +$134.0K | 31.6% |
| Global Retirement Partners, LLC | 1,506 | +1,433 | $133.5K | +$127.5K | 1963.0% |
| Inscription Capital, LLC | 17,528 | +44 | $1.6M | +$123.0K | 0.3% |
| Pictet Asset Management Holding SA | 17,095 | +75 | $1.5M | +$122.6K | 0.4% |
| Granite Bay Wealth Management, LLC | 14,229 | +229 | $1.3M | +$115.6K | 1.6% |
| CERTUITY, LLC | 4,088 | +819 | $362.5K | +$94.9K | 25.1% |
| TD PRIVATE CLIENT WEALTH LLC | 3,746 | +832 | $332.1K | +$93.6K | 28.6% |
| Sylvest Advisors, LLC | 9,237 | +275 | $819.0K | +$85.4K | 3.1% |
| Baker Avenue Asset Management, LP | 4,062 | +688 | $360.2K | +$84.0K | 20.4% |
| Financiere des Professionnels - Fonds d,investissement inc. | 3,124 | +737 | $277.0K | +$81.6K | 30.9% |
| Battery Global Advisors, LLC | 978 | +500 | $120.3K | +$81.2K | 104.6% |
| Steward Partners Investment Advisory, LLC | 6,200 | +471 | $549.7K | +$80.8K | 8.2% |
| Versant Capital Management, Inc | 5,049 | +514 | $447.6K | +$76.5K | 11.3% |
| SUMMITRY LLC | 3,385 | +649 | $300.1K | +$76.2K | 23.7% |
| Ancora Advisors LLC | 890 | +818 | $78.9K | +$73.0K | 1136.1% |
| BURNEY CO/ | 9,919 | +25 | $879.4K | +$69.6K | 0.3% |
| CHOREO, LLC | 4,660 | +303 | $420.8K | +$64.1K | 7.0% |
| Glenview Trust co | 8,060 | +60 | $714.6K | +$59.8K | 0.8% |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 3,625 | +646 | $303.4K | +$59.5K | 21.7% |
| WBI INVESTMENTS, LLC | 5,892 | +168 | $522.4K | +$53.9K | 2.9% |
| Verdence Capital Advisors LLC | 8,603 | +101 | $762.7K | +$52.2K | 1.2% |
| RENAISSANCE GROUP LLC | 7,265 | +6 | $644.1K | +$50.0K | 0.1% |
| QUADRANT CAPITAL GROUP LLC | 5,645 | +132 | $500.5K | +$49.2K | 2.4% |
| TIAA TRUST, NATIONAL ASSOCIATION | 5,589 | +108 | $495.5K | +$46.9K | 2.0% |
| GAMMA Investing LLC | 2,967 | +304 | $263.1K | +$45.1K | 11.4% |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2,867 | +305 | $254.2K | +$44.5K | 11.9% |
| Accredited Investors Inc. | 4,479 | +153 | $397.1K | +$43.1K | 3.5% |
| STEPH & CO | 944 | +409 | $83.7K | +$39.9K | 76.4% |
| HB Wealth Management, LLC | 3,373 | +175 | $299.1K | +$37.3K | 5.5% |
| UMB Bank, n.a. | 1,115 | +361 | $98.9K | +$37.1K | 47.9% |
| Advyzon Investment Management, LLC | 2,671 | +226 | $236.8K | +$36.7K | 9.2% |
| Smartleaf Asset Management LLC | 2,044 | +213 | $184.6K | +$35.9K | 11.6% |
| ACADIAN ASSET MANAGEMENT LLC | 399,209 | +397,717 | $35.4K | +$35.3K | 26656.6% |
| Perigon Wealth Management, LLC | 3,440 | +118 | $305.0K | +$33.1K | 3.5% |
| USA FINANCIAL FORMULAS | 1,459 | +252 | $129.4K | +$30.6K | 20.9% |
| Clearstead Advisors, LLC | 599 | +288 | $53.1K | +$27.7K | 92.6% |
| Fifth Third Wealth Advisors LLC | 3,754 | +9 | $332.8K | +$26.3K | 0.2% |
| MONETA GROUP INVESTMENT ADVISORS LLC | 2,791 | +16 | $247.4K | +$20.3K | 0.6% |
| MAI Capital Management | 279 | +223 | $24.7K | +$20.1K | 398.2% |
| EverSource Wealth Advisors, LLC | 2,107 | +66 | $186.8K | +$19.8K | 3.2% |
| Parkside Financial Bank & Trust | 2,040 | +70 | $180.9K | +$19.6K | 3.5% |
| SIGNATUREFD, LLC | 1,403 | +123 | $124.4K | +$19.6K | 9.6% |
| Pallas Capital Advisors LLC | 2,684 | +15 | $238.0K | +$19.5K | 0.6% |
| Forum Financial Management, LP | 2,781 | +6 | $246.6K | +$19.4K | 0.2% |
| STRS OHIO | 2,781 | +5 | $246.6K | +$19.3K | 0.2% |
| Avidian Wealth Enterprises, LLC | 2,477 | +25 | $219.6K | +$18.9K | 1.0% |
| Root Financial Partners, LLC | 1,417 | +84 | $125.6K | +$16.5K | 6.3% |
| FIFTH THIRD BANCORP | 1,152 | +33 | $102.1K | +$10.5K | 2.9% |
| Larson Financial Group LLC | 127 | +85 | $11.3K | +$7.8K | 202.4% |
| CENTRAL TRUST Co | 1,026 | +2 | $91.0K | +$7.2K | 0.2% |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 71,891 | +70,559 | $6.4K | +$6.3K | 5297.2% |
| Gleason Group, Inc. | 805 | +3 | $71.4K | +$5.7K | 0.4% |
| Sunbelt Securities, Inc. | 724 | +2 | $64.2K | +$5.1K | 0.3% |
| Quent Capital, LLC | 226 | +27 | $20.0K | +$3.7K | 13.6% |
| JFS WEALTH ADVISORS, LLC | 137 | +32 | $12.1K | +$3.6K | 30.5% |
| Lido Advisors, LLC | 13,911 | +17 | $1.1M | +$2.6K | 0.1% |
| MassMutual Private Wealth & Trust, FSB | 289 | +7 | $25.6K | +$2.5K | 2.5% |
| True Wealth Design, LLC | 327 | +2 | $29.0K | +$2.4K | 0.6% |
| ROTHSCHILD INVESTMENT LLC | 63 | +23 | $5.6K | +$2.4K | 57.5% |
| Physician Wealth Advisors, Inc. | 66 | +17 | $5.9K | +$1.8K | 34.7% |
| FINANCIAL CONSULATE, INC | 20 | +13 | $1.8K | +$1.2K | 185.7% |
| CANADA LIFE ASSURANCE Co | 82,803 | +7,155 | $7.3K | +$1.2K | 9.4% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 93,633 | +4,361 | $8.3K | +$995 | 4.9% |
| Fortitude Family Office, LLC | 43 | +7 | $3.8K | +$865 | 19.4% |
| NATIXIS ADVISORS, LLC | 25,318 | +6,778 | $2.2K | +$728 | 36.5% |
| Marquette Asset Management, LLC | 24 | +6 | $2.1K | +$654 | 33.3% |
| Thrivent Financial for Lutherans | 39,194 | +2,552 | $3.5K | +$482 | 7.0% |
| ALGERT GLOBAL LLC | 17,460 | +3,680 | $1.5K | +$420 | 26.7% |
| American Capital Advisory, LLC | 12 | +4 | $1.1K | +$409 | 50.0% |
| Bay Harbor Wealth Management, LLC | 10 | +4 | $886 | +$395 | 66.7% |
| DiNuzzo Private Wealth, Inc. | 23 | +2 | $2.0K | +$366 | 9.5% |
| Quaker Wealth Management, LLC | 11 | +3 | $976 | +$321 | 37.5% |
| Rialto Wealth Management, LLC | 18 | +2 | $1.6K | +$286 | 12.5% |
| HFM Investment Advisors, LLC | 7 | +1 | $621 | +$130 | 16.7% |
| WEDBUSH SECURITIES INC | 13,131 | +205 | $1.2K | +$106 | 1.6% |
| CWM, LLC | 10,656 | +267 | $945 | +$95 | 2.6% |
| HANTZ FINANCIAL SERVICES, INC. | 2,053 | +802 | $182 | +$80 | 64.1% |
| Cambridge Investment Research Advisors, Inc. | 6,752 | +75 | $599 | +$53 | 1.1% |