13F QoQ Ownership Changes
DOCN Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 98 new · 129 added · 138 reduced · 59 exited
New Positions(98)
Added To(129)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| BlackRock, Inc. | 10,257,626 | +221,452 | $493.6M | +$150.8M | 2.2% |
| UBS Group AG | 2,038,174 | +1,573,245 | $98.1M | +$82.2M | 338.4% |
| FULLER & THALER ASSET MANAGEMENT, INC. | 2,420,341 | +252,303 | $116.5M | +$42.4M | 11.6% |
| Royal Bank of Canada | 1,064,212 | +755,272 | $51.2M | +$41.9M | 244.5% |
| STATE STREET CORP | 2,500,049 | +79,429 | $120.3M | +$37.6M | 3.3% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 1,194,845 | +568,823 | $57.5M | +$36.1M | 90.9% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1,820,183 | +161,969 | $87.6M | +$30.9M | 9.8% |
| JPMORGAN CHASE & CO | 1,334,145 | +338,229 | $64.2M | +$30.2M | 34.0% |
| FIRST TRUST ADVISORS LP | 1,318,476 | +217,457 | $63.4M | +$25.8M | 19.8% |
| GOLDMAN SACHS GROUP INC | 1,585,181 | +74,315 | $76.3M | +$24.7M | 4.9% |
| BANK OF AMERICA CORP /DE/ | 1,216,762 | +215,053 | $58.6M | +$24.3M | 21.5% |
| BNP PARIBAS FINANCIAL MARKETS | 533,661 | +473,081 | $25.7M | +$23.6M | 780.9% |
| FRANKLIN RESOURCES INC | 494,314 | +438,411 | $23.8M | +$21.9M | 784.2% |
| WELLINGTON MANAGEMENT GROUP LLP | 598,986 | +358,234 | $28.8M | +$20.6M | 148.8% |
| DIMENSIONAL FUND ADVISORS LP | 1,359,695 | +31,682 | $65.4M | +$20.1M | 2.4% |
| FRONTIER CAPITAL MANAGEMENT CO LLC | 952,478 | +150,499 | $45.8M | +$18.4M | 18.8% |
| Point72 Asset Management, L.P. | 592,815 | +268,551 | $28.5M | +$17.4M | 82.8% |
| JANE STREET GROUP, LLC | 508,037 | +286,236 | $24.4M | +$16.9M | 129.1% |
| TCW GROUP INC | 498,807 | +281,229 | $24.0M | +$16.6M | 129.3% |
| Hood River Capital Management LLC | 1,138,128 | +5,759 | $54.8M | +$16.1M | 0.5% |
| FEDERATED HERMES, INC. | 500,195 | +249,887 | $24.1M | +$15.5M | 99.8% |
| NORTHERN TRUST CORP | 764,274 | +65,959 | $36.8M | +$12.9M | 9.4% |
| OBERWEIS ASSET MANAGEMENT INC/ | 778,830 | +6,830 | $37.5M | +$11.1M | 0.9% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 754,538 | +9,482 | $36.3M | +$10.9M | 1.3% |
| Bank of New York Mellon Corp | 653,334 | +22,275 | $31.4M | +$9.9M | 3.5% |
| Walleye Trading LLC | 232,500 | +132,190 | $11.2M | +$7.8M | 131.8% |
| Allspring Global Investments Holdings, LLC | 377,178 | +76,879 | $18.5M | +$7.7M | 25.6% |
| Russell Investments Group, Ltd. | 361,897 | +68,462 | $17.4M | +$7.4M | 23.3% |
| PRINCIPAL FINANCIAL GROUP INC | 434,189 | +36,167 | $20.9M | +$7.3M | 9.1% |
| Walleye Capital LLC | 145,049 | +119,734 | $7.0M | +$6.1M | 473.0% |
| MILLENNIUM MANAGEMENT LLC | 270,042 | +41,267 | $13.0M | +$5.2M | 18.0% |
| Invesco Ltd. | 288,571 | +31,618 | $13.9M | +$5.1M | 12.3% |
| SEI INVESTMENTS CO | 202,564 | +34,561 | $9.7M | +$4.0M | 20.6% |
| ENVESTNET ASSET MANAGEMENT INC | 126,285 | +51,122 | $6.1M | +$3.5M | 68.0% |
| WELLS FARGO & COMPANY/MN | 109,971 | +29,113 | $5.3M | +$2.5M | 36.0% |
| COMERICA BANK | 143,838 | +11,005 | $6.9M | +$2.4M | 8.3% |
| Nuveen, LLC | 153,123 | +1,664 | $7.4M | +$2.2M | 1.1% |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 63,171 | +37,028 | $3.0M | +$2.2M | 141.6% |
| NEW YORK STATE COMMON RETIREMENT FUND | 56,549 | +36,632 | $2.7M | +$2.0M | 183.9% |
| CONGRESS ASSET MANAGEMENT CO | 136,069 | +3,909 | $6.5M | +$2.0M | 3.0% |
| Swiss National Bank | 134,700 | +2,400 | $6.5M | +$2.0M | 1.8% |
| Sterling Capital Management LLC | 34,582 | +34,416 | $1.7M | +$1.7M | 20732.5% |
| RAYMOND JAMES FINANCIAL INC | 85,261 | +9,503 | $4.1M | +$1.5M | 12.5% |
| ALLIANCEBERNSTEIN L.P. | 83,735 | +6,718 | $4.0M | +$1.4M | 8.7% |
| Creative Planning | 50,567 | +10,040 | $2.4M | +$1.4M | 24.8% |
| Cetera Investment Advisers | 70,841 | +10,257 | $3.4M | +$1.3M | 16.9% |
| Belpointe Asset Management LLC | 34,527 | +20,985 | $1.7M | +$1.2M | 155.0% |
| D.A. DAVIDSON & CO. | 46,325 | +12,520 | $2.2M | +$1.1M | 37.0% |
| GUGGENHEIM CAPITAL LLC | 24,035 | +17,548 | $1.2M | +$935.0K | 270.5% |
| Entropy Technologies, LP | 27,590 | +15,995 | $1.3M | +$931.5K | 137.9% |
| Mitsubishi UFJ Asset Management Co., Ltd. | 53,535 | +3,958 | $2.6M | +$928.1K | 8.0% |
| STIFEL FINANCIAL CORP | 35,134 | +10,296 | $1.7M | +$842.2K | 41.5% |
| Concurrent Investment Advisors, LLC | 22,658 | +13,555 | $1.1M | +$779.3K | 148.9% |
| COMMONWEALTH EQUITY SERVICES, LLC | 16,095 | +4,149 | $774.5K | +$774.1K | 34.7% |
| TRUIST FINANCIAL CORP | 36,071 | +7,631 | $1.7M | +$764.2K | 26.8% |
| AQR CAPITAL MANAGEMENT LLC | 19,714 | +12,645 | $948.6K | +$707.2K | 178.9% |
| Pacer Advisors, Inc. | 16,426 | +11,382 | $790.4K | +$618.1K | 225.7% |
| MML INVESTORS SERVICES, LLC | 25,707 | +7,455 | $1.2M | +$613.5K | 40.8% |
| JANUS HENDERSON GROUP PLC | 32,141 | +4,790 | $1.5M | +$610.8K | 17.5% |
| Quantinno Capital Management LP | 34,529 | +2,214 | $1.7M | +$557.7K | 6.8% |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 23,412 | +3,519 | $1.1M | +$447.0K | 17.7% |
| FIFTH THIRD BANCORP | 8,481 | +7,948 | $408.1K | +$389.9K | 1491.2% |
| Empowered Funds, LLC | 22,470 | +2,038 | $1.1M | +$383.3K | 10.0% |
| FMR LLC | 12,210 | +5,814 | $587.6K | +$369.1K | 90.9% |
| BLAIR WILLIAM & CO/IL | 24,899 | +10 | $1.2M | +$347.9K | 0.0% |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 17,100 | +2,000 | $822.9K | +$307.0K | 13.2% |
| Ninepoint Partners LP | 7,596 | +5,346 | $365.5K | +$288.7K | 237.6% |
| Sumitomo Mitsui Trust Group, Inc. | 19,319 | +435 | $929.6K | +$284.6K | 2.3% |
| TOTH FINANCIAL ADVISORY CORP | 5,700 | +5,600 | $274.3K | +$270.9K | 5600.0% |
| Bank Julius Baer & Co. Ltd, Zurich | 15,656 | +1,441 | $753.4K | +$267.8K | 10.1% |
| Bayforest Capital Ltd | 5,461 | +5,454 | $262.8K | +$262.5K | 77914.3% |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 15,729 | +398 | $756.9K | +$233.2K | 2.6% |
| ProShare Advisors LLC | 14,073 | +899 | $677.2K | +$227.2K | 6.8% |
| OSAIC HOLDINGS, INC. | 13,287 | +1,326 | $639.4K | +$222.7K | 11.1% |
| PNC Financial Services Group, Inc. | 12,913 | +906 | $621.4K | +$211.2K | 7.5% |
| KLP KAPITALFORVALTNING AS | 14,600 | +200 | $702.6K | +$210.6K | 1.4% |
| Vanguard Personalized Indexing Management, LLC | 9,877 | +1,899 | $475.3K | +$202.5K | 23.8% |
| Focus Partners Wealth | 9,845 | +1,795 | $473.7K | +$199.3K | 22.3% |
| Rockefeller Capital Management L.P. | 4,669 | +3,528 | $224.7K | +$185.7K | 309.2% |
| ALPS ADVISORS INC | 12,887 | +107 | $620.1K | +$183.6K | 0.8% |
| Pictet Asset Management Holding SA | 9,525 | +1,001 | $458.3K | +$167.2K | 11.7% |
| Voya Investment Management LLC | 11,781 | +71 | $566.9K | +$166.9K | 0.6% |
| BARCLAYS PLC | 136,419 | +27,037 | $3.9M | +$159.6K | 24.7% |
| Maryland State Retirement & Pension System | 10,001 | +185 | $481.2K | +$145.9K | 1.9% |
| HighTower Advisors, LLC | 7,519 | +547 | $361.8K | +$123.7K | 7.8% |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 7,843 | +195 | $377.4K | +$116.1K | 2.5% |
| BANK OF MONTREAL /CAN/ | 7,373 | +101 | $354.8K | +$106.4K | 1.4% |
| GAMMA Investing LLC | 1,581 | +399 | $76.1K | +$35.7K | 33.8% |
| Transamerica Financial Advisors, LLC | 782 | +631 | $37.6K | +$32.5K | 417.9% |
| UMB Bank, n.a. | 821 | +581 | $39.5K | +$31.3K | 242.1% |
| HUNTINGTON NATIONAL BANK | 598 | +517 | $28.8K | +$26.0K | 638.3% |
| Van Berkom & Associates Inc. | 1,610,671 | +45,680 | $77.5K | +$24.0K | 2.9% |
| NISA INVESTMENT ADVISORS, LLC | 1,035 | +94 | $49.8K | +$17.7K | 10.0% |
| Larson Financial Group LLC | 310 | +300 | $14.9K | +$14.6K | 3000.0% |
| Strategic Advocates LLC | 262 | +246 | $12.8K | +$12.2K | 1537.5% |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 603 | +97 | $29.0K | +$11.7K | 19.2% |
| Salomon & Ludwin, LLC | 566 | +113 | $28.6K | +$11.7K | 24.9% |
| EverSource Wealth Advisors, LLC | 480 | +130 | $23.1K | +$11.1K | 37.1% |
| Versant Capital Management, Inc | 741 | +9 | $35.7K | +$10.7K | 1.2% |
| MassMutual Private Wealth & Trust, FSB | 409 | +136 | $19.7K | +$10.4K | 49.8% |
| NewEdge Advisors, LLC | 399 | +103 | $19.2K | +$9.1K | 34.8% |
| MAI Capital Management | 341 | +110 | $16.4K | +$8.5K | 47.6% |
| QUADRANT CAPITAL GROUP LLC | 229 | +118 | $11.0K | +$7.2K | 106.3% |
| CIBC Private Wealth Group LLC | 150 | +134 | $7.2K | +$6.7K | 837.5% |
| Smartleaf Asset Management LLC | 152 | +129 | $7.4K | +$6.6K | 560.9% |
| SG Americas Securities, LLC | 167,126 | +121,473 | $8.0K | +$6.5K | 266.1% |
| JONES FINANCIAL COMPANIES LLLP | 261 | +35 | $12.6K | +$4.6K | 15.5% |
| Marquette Asset Management, LLC | 179 | +53 | $8.6K | +$4.3K | 42.1% |
| Root Financial Partners, LLC | 143 | +51 | $6.9K | +$3.7K | 55.4% |
| BESSEMER GROUP INC | 70,806 | +70,519 | $3.4K | +$3.4K | 24571.1% |
| Daiwa Securities Group Inc. | 76,000 | +45,000 | $3.7K | +$2.6K | 145.2% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 95,796 | +36,658 | $4.6K | +$2.6K | 62.0% |
| Parkside Financial Bank & Trust | 66 | +41 | $3.2K | +$2.3K | 164.0% |
| Fortitude Family Office, LLC | 132 | +12 | $6.4K | +$2.3K | 10.0% |
| JFS WEALTH ADVISORS, LLC | 56 | +35 | $2.7K | +$2.0K | 166.7% |
| Bare Financial Services, Inc | 88 | +11 | $4.2K | +$1.6K | 14.3% |
| ROTHSCHILD INVESTMENT LLC | 73 | +3 | $3.5K | +$1.1K | 4.3% |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 49,310 | +12,229 | $2.4K | +$1.1K | 33.0% |
| State of Alaska, Department of Revenue | 39,119 | +607 | $1.9K | +$567 | 1.6% |
| ACADIAN ASSET MANAGEMENT LLC | 9,802 | +8,809 | $470 | +$437 | 887.1% |
| True Wealth Design, LLC | 24 | +2 | $1.2K | +$403 | 9.1% |
| Handelsbanken Fonder AB | 16,500 | +3,000 | $794 | +$333 | 22.2% |
| CWM, LLC | 20,971 | +270 | $1.0K | +$302 | 1.3% |
| AMALGAMATED BANK | 19,842 | +125 | $955 | +$281 | 0.6% |
| Bay Harbor Wealth Management, LLC | 7 | +3 | $336 | +$200 | 75.0% |
| Rialto Wealth Management, LLC | 5 | +3 | $241 | +$172 | 150.0% |
| HFM Investment Advisors, LLC | 4 | +1 | $193 | +$91 | 33.3% |
| HANTZ FINANCIAL SERVICES, INC. | 898 | +559 | $43 | +$31 | 164.9% |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 941 | +326 | $45 | +$24 | 53.0% |