13F QoQ Ownership Changes
DTM Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 104 new · 201 added · 328 reduced · 65 exited
New Positions(104)
Added To(201)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| BlackRock, Inc. | 10,840,692 | +203,203 | $1.30B | +$94.7M | 1.9% |
| TORTOISE CAPITAL ADVISORS, L.L.C. | 2,980,945 | +285,770 | $356.8M | +$52.0M | 10.6% |
| TWO SIGMA INVESTMENTS, LP | 667,367 | +383,920 | $79.9M | +$47.8M | 135.4% |
| DEUTSCHE BANK AG\ | 3,090,365 | +200,114 | $369.9M | +$43.1M | 6.9% |
| TWO SIGMA ADVISERS, LP | 390,100 | +296,700 | $46.7M | +$36.1M | 317.7% |
| Clark Capital Management Group, Inc. | 367,901 | +296,348 | $44.0M | +$35.9M | 414.2% |
| GEODE CAPITAL MANAGEMENT, LLC | 2,407,612 | +106,533 | $288.2M | +$28.0M | 4.6% |
| EVENTIDE ASSET MANAGEMENT, LLC | 394,724 | +211,471 | $47.3M | +$26.5M | 115.4% |
| Squarepoint Ops LLC | 204,242 | +196,283 | $24.4M | +$23.5M | 2466.2% |
| CITADEL ADVISORS LLC | 1,433,878 | +78,485 | $171.6M | +$18.4M | 5.8% |
| Blackstone Inc. | 2,230,647 | +30,719 | $267.0M | +$18.2M | 1.4% |
| Freestone Grove Partners LP | 244,914 | +131,411 | $29.3M | +$16.5M | 115.8% |
| MORGAN STANLEY | 1,041,197 | +74,355 | $124.6M | +$15.3M | 7.7% |
| CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT | 749,300 | +70,000 | $89.7M | +$12.9M | 10.3% |
| REAVES W H & CO INC | 762,753 | +65,327 | $91.3M | +$12.4M | 9.4% |
| Invesco Ltd. | 1,045,754 | +47,030 | $125.2M | +$12.2M | 4.7% |
| Merewether Investment Management, LP | 1,042,600 | +42,000 | $124.8M | +$11.7M | 4.2% |
| LMR Partners LLP | 102,901 | +89,633 | $12.3M | +$10.8M | 675.5% |
| Clearbridge Investments, LLC | 233,398 | +78,805 | $27.9M | +$10.5M | 51.0% |
| Russell Investments Group, Ltd. | 528,472 | +59,067 | $63.2M | +$10.2M | 12.6% |
| WESTWOOD HOLDINGS GROUP INC | 1,127,338 | +17,891 | $134.9M | +$9.5M | 1.6% |
| UBS Group AG | 528,575 | +44,233 | $63.3M | +$8.5M | 9.1% |
| Capital Research Global Investors | 1,249,418 | +317 | $149.5M | +$8.3M | 0.0% |
| RR Advisors, LLC | 61,733 | +4,733 | $7.4M | +$7.4M | 8.3% |
| FIRST TRUST ADVISORS LP | 332,146 | +44,743 | $39.8M | +$7.3M | 15.6% |
| Ensign Peak Advisors, Inc | 70,998 | +53,621 | $8.5M | +$6.5M | 308.6% |
| ENVESTNET ASSET MANAGEMENT INC | 318,169 | +26,623 | $38.1M | +$5.1M | 9.1% |
| PRINCIPAL FINANCIAL GROUP INC | 513,541 | +13,212 | $61.5M | +$4.9M | 2.6% |
| Man Group plc | 91,578 | +37,606 | $11.0M | +$4.9M | 69.7% |
| WELLINGTON MANAGEMENT GROUP LLP | 146,733 | +28,409 | $17.6M | +$4.2M | 24.0% |
| Gotham Asset Management, LLC | 285,239 | +20,059 | $34.1M | +$4.2M | 7.6% |
| JENNISON ASSOCIATES LLC | 247,640 | +20,308 | $29.6M | +$3.9M | 8.9% |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 210,012 | +18,129 | $25.1M | +$3.4M | 9.4% |
| LPL Financial LLC | 161,318 | +18,963 | $19.3M | +$3.2M | 13.3% |
| DARK FOREST CAPITAL MANAGEMENT LP | 33,121 | +26,213 | $4.0M | +$3.2M | 379.4% |
| Creative Planning | 71,109 | +19,250 | $8.5M | +$2.6M | 37.1% |
| CIBC Private Wealth Group LLC | 383,668 | +443 | $45.9M | +$2.6M | 0.1% |
| Recurrent Investment Advisors LLC | 353,786 | +1,768 | $42.3M | +$2.5M | 0.5% |
| WELLS FARGO & COMPANY/MN | 100,920 | +16,113 | $12.1M | +$2.5M | 19.0% |
| FMR LLC | 80,701 | +17,071 | $9.7M | +$2.5M | 26.8% |
| MILLER HOWARD INVESTMENTS INC /NY | 218,539 | +8,128 | $26.2M | +$2.4M | 3.9% |
| Susquehanna Portfolio Strategies, LLC | 137,390 | +12,416 | $16.4M | +$2.3M | 9.9% |
| Campbell & CO Investment Adviser LLC | 32,763 | +17,892 | $3.9M | +$2.2M | 120.3% |
| Quantinno Capital Management LP | 45,760 | +16,380 | $5.5M | +$2.2M | 55.8% |
| RAYMOND JAMES FINANCIAL INC | 159,074 | +9,383 | $19.0M | +$2.1M | 6.3% |
| Cetera Investment Advisers | 64,882 | +12,696 | $7.8M | +$1.9M | 24.3% |
| Swiss National Bank | 200,300 | +3,400 | $24.0M | +$1.7M | 1.7% |
| ALLIANCEBERNSTEIN L.P. | 135,126 | +6,812 | $16.2M | +$1.7M | 5.3% |
| Focus Partners Wealth | 261,793 | +11,758 | $29.7M | +$1.5M | 4.7% |
| MML INVESTORS SERVICES, LLC | 25,545 | +6,305 | $3.1M | +$882.0K | 32.8% |
| Maryland State Retirement & Pension System | 100,629 | +1,524 | $12.0M | +$838.5K | 1.5% |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 36,227 | +5,269 | $4.3M | +$835.5K | 17.0% |
| Numerai GP LLC | 20,560 | +5,817 | $2.5M | +$793.8K | 39.5% |
| FIRST AMERICAN BANK | 18,073 | +5,927 | $2.2M | +$789.7K | 48.8% |
| Federation des caisses Desjardins du Quebec | 30,865 | +4,891 | $3.7M | +$757.4K | 18.8% |
| PRINCIPAL SECURITIES, INC. | 6,874 | +6,047 | $822.7K | +$729.2K | 731.2% |
| PNC Financial Services Group, Inc. | 14,846 | +4,812 | $1.8M | +$642.3K | 48.0% |
| HighTower Advisors, LLC | 32,601 | +3,076 | $3.9M | +$563.5K | 10.4% |
| &PARTNERS | 15,126 | +4,023 | $1.8M | +$559.7K | 36.2% |
| CITY HOLDING CO | 28,143 | +3,102 | $3.4M | +$537.0K | 12.4% |
| Caprock Group, LLC | 10,399 | +2,907 | $1.3M | +$472.6K | 38.8% |
| Sequoia Financial Advisors, LLC | 13,434 | +3,380 | $1.6M | +$471.0K | 33.6% |
| Turtle Creek Wealth Advisors, LLC | 9,332 | +3,089 | $1.1M | +$411.0K | 49.5% |
| Merit Financial Group, LLC | 10,088 | +2,889 | $1.2M | +$393.4K | 40.1% |
| BNP PARIBAS FINANCIAL MARKETS | 24,117 | +2,019 | $2.9M | +$387.9K | 9.1% |
| MERCER GLOBAL ADVISORS INC /ADV | 15,802 | +2,249 | $1.9M | +$358.8K | 16.6% |
| Ameritas Advisory Services, LLC | 3,007 | +2,970 | $359.9K | +$355.7K | 8027.0% |
| Vestmark Advisory Solutions, Inc. | 5,568 | +2,463 | $666.4K | +$315.3K | 79.3% |
| Callan Family Office, LLC | 5,103 | +2,457 | $610.7K | +$311.5K | 92.8% |
| BARCLAYS PLC | 301,716 | +11,077 | $33.2M | +$302.0K | 3.8% |
| Rockefeller Capital Management L.P. | 7,473 | +2,182 | $894.5K | +$296.2K | 41.2% |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 30,005 | +846 | $3.6M | +$294.3K | 2.9% |
| Pictet Asset Management Holding SA | 15,878 | +1,585 | $1.9M | +$284.3K | 11.1% |
| Independent Advisor Alliance | 8,144 | +1,882 | $974.7K | +$266.7K | 30.1% |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 17,604 | +1,296 | $2.1M | +$263.1K | 7.9% |
| Brooklyn Investment Group | 4,194 | +2,039 | $506.6K | +$263.0K | 94.6% |
| Sigma Planning Corp | 16,813 | +1,280 | $2.0M | +$256.0K | 8.2% |
| KLP KAPITALFORVALTNING AS | 22,500 | +900 | $2.7M | +$251.3K | 4.2% |
| Vanguard Personalized Indexing Management, LLC | 25,908 | +751 | $3.1M | +$246.9K | 3.0% |
| Cresset Asset Management, LLC | 8,046 | +1,638 | $968.2K | +$238.5K | 25.6% |
| Global Retirement Partners, LLC | 2,195 | +1,914 | $262.7K | +$230.9K | 681.1% |
| AE Wealth Management LLC | 12,722 | +1,181 | $1.5M | +$217.7K | 10.2% |
| Metis Global Partners, LLC | 10,092 | +1,285 | $1.2M | +$212.1K | 14.6% |
| Pathstone Holdings, LLC | 28,338 | +16 | $3.4M | +$189.0K | 0.1% |
| NewEdge Advisors, LLC | 13,891 | +748 | $1.7M | +$176.4K | 5.7% |
| COOKSON PEIRCE & CO INC | 15,658 | +592 | $1.9M | +$170.6K | 3.9% |
| FSA Advisors, Inc. | 5,536 | +1,118 | $662.6K | +$163.1K | 25.3% |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 22,748 | +103 | $2.7M | +$162.2K | 0.5% |
| M&T Bank Corp | 8,601 | +906 | $1.0M | +$159.9K | 11.8% |
| Drucker Wealth 3.0, LLC | 9,921 | +784 | $1.2M | +$154.3K | 8.6% |
| Cerity Partners LLC | 20,139 | +183 | $2.4M | +$154.0K | 0.9% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 14,095 | +896 | $1.7M | +$152.3K | 6.8% |
| Brevan Howard Capital Management LP | 4,804 | +1,029 | $574.9K | +$148.1K | 27.3% |
| Atria Investments, Inc | 15,014 | +344 | $1.8M | +$138.3K | 2.3% |
| FIRST CITIZENS BANK & TRUST CO | 14,454 | +310 | $1.7M | +$130.7K | 2.2% |
| Envestnet Portfolio Solutions, Inc. | 13,826 | +303 | $1.7M | +$125.8K | 2.2% |
| Blue Chip Partners, LLC | 17,721 | +32 | $2.1M | +$120.9K | 0.2% |
| Smartleaf Asset Management LLC | 1,378 | +962 | $166.5K | +$119.5K | 231.3% |
| Arax Advisory Partners | 2,405 | +910 | $287.8K | +$118.8K | 60.9% |
| QRG CAPITAL MANAGEMENT, INC. | 6,899 | +642 | $825.6K | +$118.3K | 10.3% |
| Equitable Holdings, Inc. | 2,966 | +868 | $355.0K | +$117.8K | 41.4% |
| Farther Finance Advisors, LLC | 2,828 | +873 | $338.5K | +$117.4K | 44.6% |
| Bernard Wealth Management Corp. | 17,253 | +10 | $2.1M | +$115.3K | 0.1% |
| OPPENHEIMER & CO INC | 3,161 | +822 | $378.3K | +$113.9K | 35.1% |
| AXQ CAPITAL, LP | 3,348 | +810 | $400.7K | +$113.7K | 31.9% |
| HARBOUR INVESTMENTS, INC. | 2,182 | +871 | $261.1K | +$112.9K | 66.4% |
| Kestra Advisory Services, LLC | 7,688 | +538 | $920.1K | +$111.7K | 7.5% |
| NISA INVESTMENT ADVISORS, LLC | 16,516 | +1 | $2.0M | +$109.5K | 0.0% |
| AMERICAN NATIONAL BANK & TRUST | 1,175 | +840 | $140.6K | +$102.7K | 250.7% |
| Prospera Financial Services Inc | 2,720 | +700 | $325.6K | +$97.2K | 34.6% |
| Advance Capital Management, Inc. | 3,391 | +649 | $405.8K | +$95.8K | 23.7% |
| GAMMA Investing LLC | 5,243 | +539 | $627.5K | +$95.6K | 11.4% |
| BRASADA CAPITAL MANAGEMENT, LP | 10,293 | +142 | $1.2M | +$94.6K | 1.4% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 4,887 | +515 | $584.9K | +$90.6K | 11.8% |
| HighPoint Advisor Group LLC | 7,561 | +352 | $904.9K | +$89.9K | 4.9% |
| US BANCORP \DE\ | 9,256 | +241 | $1.1M | +$88.6K | 2.7% |
| HB Wealth Management, LLC | 4,364 | +445 | $522.4K | +$79.2K | 11.3% |
| QUADRANT CAPITAL GROUP LLC | 9,993 | +102 | $1.2M | +$77.7K | 1.0% |
| Ethic Inc. | 7,841 | +188 | $938.5K | +$73.2K | 2.5% |
| CAPTRUST FINANCIAL ADVISORS | 5,947 | +261 | $711.7K | +$68.9K | 4.6% |
| BLAIR WILLIAM & CO/IL | 6,952 | +146 | $832.0K | +$62.5K | 2.1% |
| VestGen Investment Management | 7,698 | +94 | $921.3K | +$61.6K | 1.2% |
| Parallel Advisors, LLC | 6,095 | +118 | $729.5K | +$53.7K | 2.0% |
| JONES FINANCIAL COMPANIES LLLP | 2,850 | +305 | $341.1K | +$52.8K | 12.0% |
| GREENLEAF TRUST | 2,401 | +319 | $287.4K | +$52.0K | 15.3% |
| Secure Asset Management, LLC | 3,684 | +253 | $440.9K | +$49.6K | 7.4% |
| COLDSTREAM CAPITAL MANAGEMENT INC | 3,242 | +237 | $388.0K | +$48.3K | 7.9% |
| BROWN BROTHERS HARRIMAN & CO | 6,262 | +44 | $749.4K | +$46.4K | 0.7% |
| Vise Technologies, Inc. | 2,292 | +276 | $274.3K | +$46.4K | 13.7% |
| Sound Income Strategies, LLC | 656 | +350 | $79.0K | +$45.0K | 114.4% |
| NewEdge Wealth, LLC | 3,613 | +85 | $432.4K | +$42.4K | 2.4% |
| PFG Investments, LLC | 5,254 | +63 | $628.8K | +$41.9K | 1.2% |
| GREAT LAKES ADVISORS, LLC | 3,751 | +144 | $448.9K | +$41.1K | 4.0% |
| OPPENHEIMER ASSET MANAGEMENT INC. | 5,933 | +15 | $710.1K | +$41.0K | 0.3% |
| HUNTINGTON NATIONAL BANK | 2,308 | +217 | $276.2K | +$39.8K | 10.4% |
| Lido Advisors, LLC | 3,290 | +305 | $379.3K | +$39.8K | 10.2% |
| Kingsview Wealth Management, LLC | 2,140 | +219 | $256.1K | +$38.9K | 11.4% |
| Wealthspire Advisors, LLC | 2,190 | +204 | $262.1K | +$37.6K | 10.3% |
| SIGNATUREFD, LLC | 2,420 | +171 | $289.6K | +$35.4K | 7.6% |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4,889 | +4 | $585.1K | +$32.8K | 0.1% |
| NORDEN GROUP LLC | 2,574 | +135 | $308.1K | +$32.3K | 5.5% |
| Clearstead Advisors, LLC | 1,012 | +218 | $121.1K | +$31.3K | 27.4% |
| Hardy Reed LLC | 3,470 | +72 | $415.3K | +$31.1K | 2.1% |
| PINNACLE ASSOCIATES LTD | 4,204 | +25 | $503.1K | +$30.7K | 0.6% |
| OneDigital Investment Advisors LLC | 2,558 | +116 | $306.2K | +$30.1K | 4.8% |
| M1 Capital Management LLC | 4,095 | +7 | $490.1K | +$27.9K | 0.2% |
| Strategic Investment Advisors / MI | 3,683 | +19 | $440.8K | +$26.5K | 0.5% |
| Parcion Private Wealth LLC | 2,878 | +50 | $344.4K | +$24.7K | 1.8% |
| RITHOLTZ WEALTH MANAGEMENT | 3,434 | +17 | $411.0K | +$24.6K | 0.5% |
| Valmark Advisers, Inc. | 2,521 | +66 | $301.7K | +$24.2K | 2.7% |
| Amplify Investments, LLC | 1,700 | +300 | $181.5K | +$23.2K | 21.4% |
| CARY STREET PARTNERS FINANCIAL LLC | 1,675 | +100 | $200.5K | +$22.4K | 6.3% |
| Fifth Third Wealth Advisors LLC | 3,070 | +7 | $367.4K | +$21.1K | 0.2% |
| Icon Wealth Advisors, LLC | 2,619 | +28 | $313.4K | +$20.5K | 1.1% |
| Larson Financial Group LLC | 1,108 | +111 | $132.6K | +$20.0K | 11.1% |
| FOREFRONT WEALTH MANAGEMENT INC. | 2,169 | +41 | $259.6K | +$19.0K | 1.9% |
| Capital Investment Advisors, LLC | 2,782 | +2 | $332.9K | +$18.6K | 0.1% |
| Essex Financial Services, Inc. | 1,968 | +35 | $235.5K | +$17.0K | 1.8% |
| D.A. DAVIDSON & CO. | 1,968 | +31 | $235.6K | +$16.6K | 1.6% |
| STRS OHIO | 2,430 | +4 | $290.8K | +$16.5K | 0.2% |
| Nemes Rush Group LLC | 1,468 | +60 | $175.6K | +$16.4K | 4.3% |
| Acorn Wealth Advisors, LLC | 2,081 | +8 | $249.1K | +$14.8K | 0.4% |
| UMB Bank, n.a. | 1,142 | +59 | $136.7K | +$14.2K | 5.4% |
| Quantum Financial Advisors, LLC | 1,924 | +1 | $230.3K | +$12.8K | 0.1% |
| RICHARDSON FINANCIAL SERVICES INC. | 244 | +94 | $29.2K | +$12.2K | 62.7% |
| PRIVATE TRUST CO NA | 595 | +60 | $71.2K | +$10.7K | 11.2% |
| North Star Investment Management Corp. | 1,103 | +28 | $132.0K | +$10.5K | 2.6% |
| S&T Bank/PA | 78 | +75 | $9.3K | +$9.0K | 2500.0% |
| Geneos Wealth Management Inc. | 1,009 | +17 | $120.8K | +$8.6K | 1.7% |
| FIRST HORIZON CORP | 339 | +53 | $40.6K | +$8.2K | 18.5% |
| ASSETMARK, INC | 436 | +37 | $52.2K | +$7.1K | 9.3% |
| Parkside Financial Bank & Trust | 347 | +42 | $41.5K | +$7.0K | 13.8% |
| Root Financial Partners, LLC | 330 | +42 | $39.5K | +$6.9K | 14.6% |
| SG Americas Securities, LLC | 62,986 | +36,722 | $7.5K | +$4.6K | 139.8% |
| Financial Perspectives, Inc | 639 | +3 | $76.4K | +$4.5K | 0.5% |
| Westside Investment Management, Inc. | 308 | +18 | $37.4K | +$4.3K | 6.2% |
| Prestige Wealth Management Group LLC | 54 | +45 | $5.2K | +$4.1K | 500.0% |
| Versant Capital Management, Inc | 535 | +4 | $64.0K | +$4.0K | 0.8% |
| Bell Investment Advisors, Inc | 265 | +17 | $31.7K | +$3.7K | 6.8% |
| T. Rowe Price Investment Management, Inc. | 529,491 | +996 | $63.4K | +$3.6K | 0.2% |
| CWM, LLC | 34,544 | +28,954 | $4.1K | +$3.5K | 518.0% |
| JFS WEALTH ADVISORS, LLC | 92 | +23 | $11.0K | +$3.2K | 33.3% |
| SOA Wealth Advisors, LLC. | 274 | +2 | $32.8K | +$2.0K | 0.7% |
| Premier Fund Managers Ltd | 41,000 | +15,000 | $5.0K | +$2.0K | 57.7% |
| Stone House Investment Management, LLC | 41 | +14 | $4.9K | +$1.9K | 51.9% |
| COHEN & STEERS, INC. | 163,103 | +6,193 | $19.5K | +$1.8K | 3.9% |
| Strengthening Families & Communities, LLC | 15 | +14 | $1.8K | +$1.7K | 1400.0% |
| Physician Wealth Advisors, Inc. | 28 | +8 | $3.4K | +$1.1K | 40.0% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 80,699 | +1,775 | $9.7K | +$735 | 2.2% |
| TD PRIVATE CLIENT WEALTH LLC | 71 | +1 | $8.5K | +$583 | 1.4% |
| VAN ECK ASSOCIATES CORP | 33,324 | +3,191 | $4.0K | +$581 | 10.6% |
| Golden State Wealth Management, LLC | 60 | +1 | $7.2K | +$448 | 1.7% |
| Janney Montgomery Scott LLC | 22,276 | +2,504 | $2.7K | +$431 | 12.7% |
| Rialto Wealth Management, LLC | 22 | +2 | $2.6K | +$371 | 10.0% |
| Bay Harbor Wealth Management, LLC | 9 | +2 | $1.1K | +$292 | 28.6% |
| HANTZ FINANCIAL SERVICES, INC. | 11,390 | +1,249 | $1.4K | +$216 | 12.3% |
| NATIXIS ADVISORS, LLC | 27,056 | +129 | $3.2K | +$194 | 0.5% |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,774 | +224 | $212 | +$37 | 14.4% |
| CENTAURUS FINANCIAL, INC. | 3,191 | +16 | $382 | +$23 | 0.5% |
| Covestor Ltd | 897 | +90 | $107 | +$16 | 11.2% |
| Avion Wealth | 36 | +4 | $4 | +$1 | 12.5% |