13F QoQ Ownership Changes
DOLE Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 48 new · 74 added · 89 reduced · 30 exited
New Positions(48)
Added To(74)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 150,389 | +150,334 | $32.2M | +$32.2M | 273334.5% |
| Pale Fire Capital SE | 9,372,776 | +784,699 | $140.5M | +$25.1M | 9.1% |
| BlackRock, Inc. | 4,863,721 | +641,709 | $72.9M | +$16.2M | 15.2% |
| TWO SIGMA INVESTMENTS, LP | 1,027,277 | +992,944 | $15.4M | +$14.9M | 2892.1% |
| TWO SIGMA ADVISERS, LP | 997,400 | +971,000 | $15.0M | +$14.6M | 3678.0% |
| River Road Asset Management, LLC | 4,617,435 | +525,801 | $69.2M | +$14.2M | 12.8% |
| DIMENSIONAL FUND ADVISORS LP | 4,339,203 | +523,287 | $65.0M | +$13.8M | 13.7% |
| RAYMOND JAMES FINANCIAL INC | 1,003,946 | +802,546 | $15.0M | +$12.3M | 398.5% |
| Panview Capital Ltd | 1,431,975 | +731,975 | $21.5M | +$12.1M | 104.6% |
| VICTORY CAPITAL MANAGEMENT INC | 4,987,681 | +48,710 | $74.8M | +$8.4M | 1.0% |
| AMERICAN CENTURY COMPANIES INC | 2,349,622 | +270,665 | $35.2M | +$7.3M | 13.0% |
| MORGAN STANLEY | 742,987 | +248,169 | $11.1M | +$4.5M | 50.1% |
| GEODE CAPITAL MANAGEMENT, LLC | 999,386 | +141,265 | $15.0M | +$3.4M | 16.5% |
| Invenomic Capital Management LP | 1,597,451 | +56,492 | $23.9M | +$3.2M | 3.7% |
| SHAH CAPITAL MANAGEMENT | 461,521 | +186,124 | $6.9M | +$3.2M | 67.6% |
| STATE STREET CORP | 1,293,435 | +89,436 | $19.5M | +$3.2M | 7.4% |
| Nuveen, LLC | 1,643,034 | +15,418 | $24.6M | +$2.8M | 0.9% |
| VANGUARD GROUP INC | 778,035 | +89,991 | $11.7M | +$2.4M | 13.1% |
| Invesco Ltd. | 264,074 | +134,558 | $4.0M | +$2.2M | 103.9% |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 512,064 | +83,368 | $7.7M | +$1.9M | 19.4% |
| Point72 Asset Management, L.P. | 159,288 | +117,084 | $2.4M | +$1.8M | 277.4% |
| Trexquant Investment LP | 209,125 | +103,901 | $3.1M | +$1.7M | 98.7% |
| ExodusPoint Capital Management, LP | 102,023 | +88,103 | $1.5M | +$1.3M | 632.9% |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 538,641 | +37,232 | $8.1M | +$1.3M | 7.4% |
| Quantbot Technologies LP | 103,830 | +86,861 | $1.6M | +$1.3M | 511.9% |
| VIRTUS ADVISERS, LLC | 89,131 | +84,703 | $1.3M | +$1.2M | 1912.9% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 391,733 | +38,107 | $5.9M | +$1.1M | 10.8% |
| Verition Fund Management LLC | 165,670 | +63,748 | $2.5M | +$1.1M | 62.5% |
| Creative Planning | 128,755 | +55,582 | $1.9M | +$946.6K | 76.0% |
| Russell Investments Group, Ltd. | 250,445 | +29,464 | $3.8M | +$784.2K | 13.3% |
| GOLDMAN SACHS GROUP INC | 398,670 | +8,128 | $6.0M | +$727.2K | 2.1% |
| FEDERATED HERMES, INC. | 51,199 | +42,013 | $767.5K | +$644.0K | 457.4% |
| Bank of New York Mellon Corp | 225,912 | +19,716 | $3.4M | +$615.2K | 9.6% |
| LAZARD ASSET MANAGEMENT LLC | 221,912 | +19,008 | $3.3M | +$599.4K | 9.4% |
| Orion Porfolio Solutions, LLC | 61,088 | +35,489 | $915.7K | +$571.7K | 138.6% |
| WELLS FARGO & COMPANY/MN | 95,385 | +30,097 | $1.4M | +$552.3K | 46.1% |
| DENALI ADVISORS LLC | 331,500 | +300 | $5.0M | +$517.9K | 0.1% |
| AQR CAPITAL MANAGEMENT LLC | 153,161 | +16,216 | $2.3M | +$455.3K | 11.8% |
| Waterfront Wealth Inc. | 170,159 | +2,779 | $2.6M | +$437.9K | 1.7% |
| Jump Financial, LLC | 31,700 | +18,637 | $475.2K | +$299.6K | 142.7% |
| Quantinno Capital Management LP | 60,523 | +6,260 | $907.2K | +$177.9K | 11.5% |
| FOX RUN MANAGEMENT, L.L.C. | 42,134 | +7,146 | $631.6K | +$161.3K | 20.4% |
| MetLife Investment Management, LLC | 46,099 | +6,484 | $691.0K | +$158.6K | 16.4% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 38,329 | +5,548 | $574.6K | +$134.0K | 16.9% |
| Dauntless Investment Group, LLC | 61,060 | +1,776 | $915.3K | +$118.5K | 3.0% |
| Legal & General Group Plc | 24,917 | +5,425 | $373.8K | +$111.7K | 27.8% |
| Mariner, LLC | 23,317 | +4,964 | $349.5K | +$102.8K | 27.0% |
| Savant Capital, LLC | 18,686 | +5,044 | $280.1K | +$96.8K | 37.0% |
| KEYBANK NATIONAL ASSOCIATION/OH | 30,307 | +3,107 | $454.3K | +$88.7K | 11.4% |
| Larson Financial Group LLC | 6,279 | +5,715 | $94.1K | +$86.5K | 1013.3% |
| IEQ CAPITAL, LLC | 24,661 | +2,924 | $369.7K | +$77.5K | 13.4% |
| Vident Advisory, LLC | 42,190 | +678 | $632.4K | +$74.5K | 1.6% |
| Police & Firemen's Retirement System of New Jersey | 21,639 | +2,448 | $324.4K | +$66.4K | 12.8% |
| FMR LLC | 6,125 | +4,157 | $91.8K | +$65.4K | 211.2% |
| ProShare Advisors LLC | 15,102 | +3,037 | $226.4K | +$64.2K | 25.2% |
| Aquatic Capital Management LLC | 27,250 | +1,514 | $408.5K | +$62.6K | 5.9% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 25,218 | +1,743 | $378.0K | +$62.5K | 7.4% |
| OSAIC HOLDINGS, INC. | 4,457 | +3,148 | $66.8K | +$49.1K | 240.5% |
| Cetera Investment Advisers | 11,948 | +1,761 | $179.1K | +$42.2K | 17.3% |
| MACKENZIE FINANCIAL CORP | 13,462 | +1,314 | $200.6K | +$37.3K | 10.8% |
| PNC Financial Services Group, Inc. | 16,409 | +753 | $246.0K | +$35.6K | 4.8% |
| Evelyn Partners Investment Management (Europe) Ltd | 4,328 | +1,714 | $58.6K | +$22.0K | 65.6% |
| Ameritas Investment Partners, Inc. | 6,707 | +812 | $100.5K | +$21.3K | 13.8% |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 5,087 | +943 | $76.3K | +$20.6K | 22.8% |
| SIGNATUREFD, LLC | 1,680 | +1,101 | $25.2K | +$17.4K | 190.2% |
| GAMMA Investing LLC | 1,188 | +655 | $17.8K | +$10.6K | 122.9% |
| NISA INVESTMENT ADVISORS, LLC | 909 | +577 | $13.7K | +$8.7K | 173.8% |
| JONES FINANCIAL COMPANIES LLLP | 983 | +388 | $14.7K | +$6.9K | 65.2% |
| SBI Securities Co., Ltd. | 1,580 | +75 | $23.7K | +$3.5K | 5.0% |
| LSV ASSET MANAGEMENT | 702,900 | +101,500 | $10.5K | +$2.5K | 16.9% |
| ALGERT GLOBAL LLC | 629,447 | +33,578 | $9.4K | +$1.4K | 5.6% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 45,981 | +6,348 | $690 | +$157 | 16.0% |
| Sunbelt Securities, Inc. | 14 | +3 | $210 | +$62 | 27.3% |
| CWM, LLC | 11,956 | +1,855 | $179 | +$43 | 18.4% |
Reduced(89)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| CITADEL ADVISORS LLC | 206,590 | -728,916 | $3.1M | -$9.5M | -77.9% |
| D. E. Shaw & Co., Inc. | 309,222 | -650,950 | $4.6M | -$8.3M | -67.8% |
| Royal Bank of Canada | 348,911 | -440,851 | $5.2M | -$6.0M | -55.8% |
| Balyasny Asset Management L.P. | 334,569 | -478,202 | $5.0M | -$5.9M | -58.8% |
| AMERIPRISE FINANCIAL INC | 1,061,469 | -478,602 | $15.9M | -$4.8M | -31.1% |
| TUDOR INVESTMENT CORP ET AL | 14,604 | -318,005 | $218.9K | -$4.3M | -95.6% |
| Praetorian PR LLC | 173,500 | -326,500 | $2.6M | -$4.1M | -65.3% |
| Qube Research & Technologies Ltd | 142,920 | -294,298 | $2.1M | -$3.7M | -67.3% |
| MARSHALL WACE, LLP | 56,320 | -282,458 | $844.2K | -$3.7M | -83.4% |
| SOUTHEASTERN ASSET MANAGEMENT INC/TN/ | 1,933,708 | 0 | $29.0M | +$3.0M | 0.0% |
| RENAISSANCE TECHNOLOGIES LLC | 604,100 | -290,000 | $9.1M | -$3.0M | -32.4% |
| UBS Group AG | 140,214 | -218,025 | $2.1M | -$2.7M | -60.9% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 859,387 | -286,867 | $12.9M | -$2.5M | -25.0% |
| Engineers Gate Manager LP | 73,828 | -141,811 | $1.1M | -$1.8M | -65.8% |
| DEUTSCHE BANK AG\ | 64,146 | -121,990 | $961.5K | -$1.5M | -65.5% |
| Impax Asset Management Group plc | 1,584,474 | -91,071 | $23.8M | +$1.2M | -5.4% |
| DNCA FINANCE | 629,370 | 0 | $9.4M | +$975.5K | 0.0% |
| Harber Asset Management LLC | 612,369 | -135,514 | $9.2M | -$872.1K | -18.1% |
| NORTHERN TRUST CORP | 442,609 | -1,199 | $6.6M | +$669.9K | -0.3% |
| BNP PARIBAS FINANCIAL MARKETS | 45,364 | -51,793 | $680.0K | -$625.8K | -53.3% |
| JPMORGAN CHASE & CO | 1,113,123 | -85,294 | $16.7M | +$579.0K | -7.1% |
| NEW YORK STATE COMMON RETIREMENT FUND | 171,635 | -62,232 | $2.6M | -$570.4K | -26.6% |
| MARTINGALE ASSET MANAGEMENT L P | 119,140 | -51,500 | $1.8M | -$507.5K | -30.2% |
| Empowered Funds, LLC | 432,587 | -85,967 | $6.5M | -$484.9K | -16.6% |
| Sterling Capital Management LLC | 4,763 | -22,080 | $71.4K | -$289.4K | -82.3% |
| Quarry LP | 789 | -21,122 | $11.8K | -$282.7K | -96.4% |
| PDT Partners, LLC | 177,591 | 0 | $2.7M | +$275.3K | 0.0% |
| Man Group plc | 350,115 | -20,449 | $5.2M | +$267.8K | -5.5% |
| Corient Private Wealth LLC | 95,217 | -29,815 | $1.4M | -$253.1K | -23.8% |
| ALLIANCEBERNSTEIN L.P. | 263,810 | -48,560 | $4.0M | -$243.7K | -15.5% |
| Y-Intercept (Hong Kong) Ltd | 14,212 | -19,393 | $213.0K | -$238.6K | -57.7% |
| HUSSMAN STRATEGIC ADVISORS, INC. | 147,000 | 0 | $2.2M | +$227.8K | 0.0% |
| BANK OF AMERICA CORP /DE/ | 144,687 | -32,348 | $2.2M | -$210.5K | -18.3% |
| ENVESTNET ASSET MANAGEMENT INC | 66,770 | -21,540 | $1.0M | -$186.0K | -24.4% |
| BARCLAYS PLC | 164,178 | -20,529 | $2.3M | -$185.6K | -11.1% |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 110,972 | -188 | $1.7M | +$169.5K | -0.2% |
| Knights of Columbus Asset Advisors LLC | 124,766 | -3,068 | $1.9M | +$152.2K | -2.4% |
| State of Tennessee, Department of Treasury | 39,264 | -18,134 | $625.5K | -$146.0K | -31.6% |
| SEGALL BRYANT & HAMILL, LLC | 95,369 | -289 | $1.4M | +$143.9K | -0.3% |
| BENJAMIN EDWARDS INC | 121,552 | -3,502 | $1.8M | +$141.3K | -2.8% |
| FRANKLIN RESOURCES INC | 109,379 | -23,118 | $1.6M | -$141.2K | -17.4% |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 88,756 | 0 | $1.3M | +$137.6K | 0.0% |
| CITIGROUP INC | 7,355 | -8,488 | $110.3K | -$102.7K | -53.6% |
| RHUMBLINE ADVISERS | 100,501 | -4,885 | $1.5M | +$90.1K | -4.6% |
| Plan A Wealth LLC | 22,633 | -8,268 | $339.3K | -$83.1K | -26.8% |
| Voya Investment Management LLC | 185,046 | -15,237 | $2.8M | +$82.0K | -7.6% |
| State of New Jersey Common Pension Fund D | 41,959 | 0 | $629.0K | +$65.0K | 0.0% |
| Banque Cantonale Vaudoise | 4,100 | 0 | $61.0K | +$60.9K | 0.0% |
| SEI INVESTMENTS CO | 76,849 | -4,501 | $1.2M | +$58.6K | -5.5% |
| INTECH INVESTMENT MANAGEMENT LLC | 35,663 | 0 | $534.6K | +$55.3K | 0.0% |
| RENAISSANCE GROUP LLC | 54,839 | -9,701 | $822.0K | -$45.4K | -15.0% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 87,201 | -7,028 | $1.3M | +$40.7K | -7.5% |
| CastleKnight Management LP | 336,500 | -36,000 | $5.0M | +$37.7K | -9.7% |
| Schonfeld Strategic Advisors LLC | 42,825 | -2,342 | $641.9K | +$34.9K | -5.2% |
| CoreCommodity Management, LLC | 44,085 | -7,446 | $660.8K | -$31.7K | -14.4% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 21,569 | -4,813 | $323.3K | -$31.3K | -18.2% |
| AMIRAL GESTION | 18,180 | 0 | $272.5K | +$28.0K | 0.0% |
| QUADRANT CAPITAL GROUP LLC | 1,281 | -2,157 | $19.2K | -$27.0K | -62.7% |
| SEIZERT CAPITAL PARTNERS, LLC | 16,268 | 0 | $243.9K | +$25.2K | 0.0% |
| Inscription Capital, LLC | 21,701 | -1,199 | $325.3K | +$17.5K | -5.2% |
| RITHOLTZ WEALTH MANAGEMENT | 13,712 | -325 | $205.6K | +$16.9K | -2.3% |
| Arax Advisory Partners | 106 | -1,131 | $1.6K | -$15.0K | -91.4% |
| NATIONAL BANK OF CANADA /FI/ | 7 | -993 | $105 | -$13.3K | -99.3% |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd | 184,812 | -22,274 | $2.8M | -$12.9K | -10.8% |
| Tower Research Capital LLC (TRC) | 3,645 | -1,209 | $54.6K | -$10.6K | -24.9% |
| Polymer Capital Management (US) LLC | 25,075 | -3,514 | $375.9K | -$8.4K | -12.3% |
| Westfuller Advisors, LLC | 3,560 | -40 | $53.7K | +$5.0K | -1.1% |
| ACADIAN ASSET MANAGEMENT LLC | 1,223,578 | -480,507 | $18.3K | -$4.6K | -28.2% |
| Clearstead Advisors, LLC | 5 | -212 | $75 | -$2.8K | -97.7% |
| SIMPLEX TRADING, LLC | 192 | -20,775 | $2.9K | +$2.6K | -99.1% |
| Bell Investment Advisors, Inc | 1,137 | 0 | $17.0K | +$1.8K | 0.0% |
| PICTON MAHONEY ASSET MANAGEMENT | 71 | 0 | $1.1K | +$1.1K | 0.0% |
| Advisors Asset Management, Inc. | 130 | -81 | $1.9K | -$887 | -38.4% |
| WealthCollab, LLC | 224 | 0 | $3.4K | +$347 | 0.0% |
| MassMutual Private Wealth & Trust, FSB | 306 | -16 | $4.6K | +$259 | -5.0% |
| NewEdge Advisors, LLC | 163 | 0 | $2.4K | +$252 | 0.0% |
| CIBC Private Wealth Group LLC | 106 | 0 | $1.6K | +$164 | 0.0% |
| ASSETMARK, INC | 84 | 0 | $1.3K | +$130 | 0.0% |
| Evelyn Partners Investment Management Services Ltd | 285 | 0 | $3.9K | -$128 | 0.0% |
| True Wealth Design, LLC | 84 | -14 | $1.3K | -$58 | -14.3% |
| TSFG, LLC | 4,900 | 0 | $73 | +$7 | 0.0% |
| State of Alaska, Department of Revenue | 3,775 | 0 | $56 | +$6 | 0.0% |
| AMALGAMATED BANK | 2,596 | -3 | $39 | +$4 | -0.1% |
| FOSTER & MOTLEY INC | 64,607 | -7,143 | $968 | +$4 | -9.9% |
| HUNTINGTON NATIONAL BANK | 1 | 0 | $15 | +$2 | 0.0% |
| DekaBank Deutsche Girozentrale | 18,520 | 0 | $250 | +$2 | 0.0% |
| HARBOR CAPITAL ADVISORS, INC. | 903 | -15 | $14 | +$2 | -1.6% |
| Covestor Ltd | 89 | -7 | $1 | $0 | -7.3% |
| Ulland Investment Advisors, LLC | 30 | 0 | $0 | $0 | 0.0% |