13F QoQ Ownership Changes
DUOL Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 102 new · 151 added · 229 reduced · 165 exited
New Positions(102)
Added To(151)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| Capital World Investors | 2,241,378 | +11,140 | $393.4M | -$324.4M | 0.5% |
| CITADEL ADVISORS LLC | 1,655,443 | +98,024 | $290.5M | -$210.7M | 6.3% |
| STATE STREET CORP | 1,157,219 | +3,361 | $203.1M | -$168.3M | 0.3% |
| Whale Rock Capital Management LLC | 876,646 | +8,477 | $153.9M | -$125.6M | 1.0% |
| GEODE CAPITAL MANAGEMENT, LLC | 811,809 | +19,698 | $142.5M | -$112.9M | 2.5% |
| AQR CAPITAL MANAGEMENT LLC | 774,710 | +33,841 | $136.0M | -$102.5M | 4.6% |
| STATE OF MICHIGAN RETIREMENT SYSTEM | 560,500 | +551,000 | $98.4M | +$95.3M | 5800.0% |
| FIL Ltd | 497,546 | +497,517 | $87.3M | +$87.3M | 1715575.9% |
| Foxhaven Asset Management, LP | 571,840 | +71,923 | $100.4M | -$60.5M | 14.4% |
| BAILLIE GIFFORD & CO | 4,861,445 | +2,033,611 | $853.2M | -$56.9M | 71.9% |
| MORGAN STANLEY | 413,487 | +15,034 | $72.6M | -$55.7M | 3.8% |
| Capital International Investors | 308,605 | +2,689 | $54.2M | -$44.3M | 0.9% |
| Altshuler Shaham Ltd | 243,330 | +242,743 | $42.7M | +$42.5M | 41353.2% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 297,276 | +10,169 | $52.2M | -$40.2M | 3.5% |
| Spyglass Capital Management LLC | 286,873 | +18,147 | $50.3M | -$36.1M | 6.8% |
| CAPITAL FUND MANAGEMENT S.A. | 269,602 | +232,332 | $47.3M | +$35.3M | 623.4% |
| Qube Research & Technologies Ltd | 202,879 | +155,989 | $35.6M | +$20.5M | 332.7% |
| Sessa Capital IM, L.P. | 664,000 | +354,000 | $116.5M | +$16.8M | 114.2% |
| Trexquant Investment LP | 119,824 | +105,122 | $21.0M | +$16.3M | 715.0% |
| AMERICAN CENTURY COMPANIES INC | 112,682 | +7,399 | $19.8M | -$14.1M | 7.0% |
| UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC | 86,990 | +573 | $15.3M | -$12.5M | 0.7% |
| BIT Capital GmbH | 178,910 | +44,543 | $31.4M | -$11.8M | 33.1% |
| CI INVESTMENTS INC. | 64,996 | +64,894 | $11.4M | +$11.4M | 63621.6% |
| Nuveen, LLC | 73,800 | +1,213 | $13.0M | -$10.4M | 1.7% |
| MILLENNIUM MANAGEMENT LLC | 423,682 | +224,961 | $74.4M | +$10.4M | 113.2% |
| Swiss National Bank | 70,460 | +1,960 | $12.4M | -$9.7M | 2.9% |
| Walleye Capital LLC | 127,586 | +29,835 | $22.4M | -$9.1M | 30.5% |
| CONGRESS ASSET MANAGEMENT CO | 61,711 | +1,989 | $10.8M | -$8.4M | 3.3% |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 57,484 | +2,048 | $10.1M | -$7.8M | 3.7% |
| Retirement Systems of Alabama | 48,023 | +28 | $8.4M | -$7.0M | 0.1% |
| DIMENSIONAL FUND ADVISORS LP | 186,630 | +66,325 | $32.8M | -$6.0M | 55.1% |
| TUDOR INVESTMENT CORP ET AL | 109,800 | +32,757 | $19.3M | -$5.5M | 42.5% |
| Mitsubishi UFJ Trust & Banking Corp | 77,674 | +52,364 | $13.6M | +$5.5M | 206.9% |
| PEREGRINE CAPITAL MANAGEMENT LLC | 129,515 | +43,352 | $22.7M | -$5.0M | 50.3% |
| Walleye Trading LLC | 125,945 | +42,095 | $22.1M | -$4.9M | 50.2% |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 34,020 | +381 | $6.0M | -$4.9M | 1.1% |
| Y-Intercept (Hong Kong) Ltd | 34,112 | +715 | $6.0M | -$4.8M | 2.1% |
| BARCLAYS PLC | 53,281 | +167 | $21.8M | +$4.8M | 0.3% |
| WORLDQUANT MILLENNIUM ADVISORS LLC | 35,805 | +29,622 | $6.3M | +$4.3M | 479.1% |
| SQUARE PEG CAPITAL PTY LTD | 41,924 | +6,347 | $7.4M | -$4.1M | 17.8% |
| ONTARIO TEACHERS PENSION PLAN BOARD | 14,615 | +11,454 | $4.9M | +$3.9M | 362.4% |
| CAPITAL INTERNATIONAL SARL | 24,108 | +389 | $4.2M | -$3.4M | 1.6% |
| Ensign Peak Advisors, Inc | 30,352 | +4,148 | $5.3M | -$3.1M | 15.8% |
| D. E. Shaw & Co., Inc. | 318,535 | +135,314 | $55.9M | -$3.1M | 73.8% |
| JANUS HENDERSON GROUP PLC | 45,180 | +29,966 | $7.9M | +$3.0M | 197.0% |
| NORGES BANK | 490,935 | +195,344 | $86.2M | +$2.8M | 66.1% |
| Rockefeller Capital Management L.P. | 123,178 | +110,917 | $1.3M | -$2.7M | 904.6% |
| Quantinno Capital Management LP | 18,153 | +15,929 | $3.2M | +$2.5M | 716.2% |
| STATE OF WISCONSIN INVESTMENT BOARD | 25,252 | +4,375 | $4.4M | -$2.3M | 20.9% |
| Quent Capital, LLC | 12,528 | +12,469 | $2.2M | +$2.2M | 21133.9% |
| Lingotto Investment Management LLP | 33,563 | +8,563 | $5.9M | -$2.2M | 34.3% |
| AXQ CAPITAL, LP | 15,140 | +13,162 | $2.7M | +$2.0M | 665.4% |
| Marex Group plc | 14,846 | +12,927 | $2.6M | +$2.0M | 673.6% |
| CAPITAL INTERNATIONAL LTD /CA/ | 15,386 | +980 | $2.7M | -$1.9M | 6.8% |
| Lighthouse Investment Partners, LLC | 11,796 | +10,911 | $2.1M | +$1.8M | 1232.9% |
| Voya Investment Management LLC | 16,079 | +2,073 | $2.8M | -$1.7M | 14.8% |
| Louisiana State Employees Retirement System | 11,100 | +100 | $1.9M | -$1.6M | 0.9% |
| Jump Financial, LLC | 50,226 | +27,742 | $8.8M | +$1.6M | 123.4% |
| INVESTMENT HOUSE LLC | 18,038 | +12,894 | $3.2M | +$1.5M | 250.7% |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 8,953 | +105 | $1.6M | -$1.3M | 1.2% |
| COMMONWEALTH EQUITY SERVICES, LLC | 7,110 | +3,661 | $1.2M | +$1.2M | 106.1% |
| Caisse de depot et placement du Quebec | 9,208 | +445 | $1.6M | -$1.2M | 5.1% |
| Arthedge Capital Management, LLC | 74,800 | +30,500 | $13.1M | -$1.1M | 68.8% |
| KLP KAPITALFORVALTNING AS | 7,640 | +240 | $1.3M | -$1.0M | 3.2% |
| Capital International, Inc./CA/ | 8,021 | +478 | $1.4M | -$1.0M | 6.3% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 10,191 | +1,481 | $1.8M | -$1.0M | 17.0% |
| Mariner, LLC | 19,171 | +6,018 | $3.4M | -$865.8K | 45.8% |
| Curi Capital, LLC | 8,418 | +1,171 | $1.5M | -$854.9K | 16.1% |
| Bridgefront Capital, LLC | 9,818 | +6,947 | $1.7M | +$799.1K | 242.0% |
| PNC Financial Services Group, Inc. | 5,510 | +26 | $967.0K | -$798.0K | 0.5% |
| Gotham Asset Management, LLC | 8,390 | +6,218 | $1.5M | +$773.4K | 286.3% |
| LPL Financial LLC | 23,398 | +12,979 | $4.1M | +$753.1K | 124.6% |
| Blueshift Asset Management, LLC | 8,287 | +6,055 | $1.5M | +$736.0K | 271.3% |
| ALPS ADVISORS INC | 10,762 | +2,729 | $1.9M | -$696.6K | 34.0% |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 4,441 | +5 | $779.4K | -$648.3K | 0.1% |
| Impax Asset Management Group plc | 7,128 | +1,263 | $1.3M | -$636.6K | 21.5% |
| Cynosure Group, LLC | 5,031 | +4,224 | $882.9K | +$623.2K | 523.4% |
| CIM, LLC | 4,390 | +248 | $770.4K | -$562.6K | 6.0% |
| Mitsubishi UFJ Asset Management Co., Ltd. | 7,093 | +4,905 | $1.3M | +$547.6K | 224.2% |
| Advisory Services Network, LLC | 3,397 | +3,072 | $596.2K | +$491.6K | 945.2% |
| FIRST CITIZENS BANK & TRUST CO | 2,992 | +23 | $525.1K | -$430.4K | 0.8% |
| CANADA PENSION PLAN INVESTMENT BOARD | 65,664 | +31,180 | $11.5M | +$425.7K | 90.4% |
| BOOTHBAY FUND MANAGEMENT, LLC | 4,282 | +3,244 | $751.5K | +$417.4K | 312.5% |
| Scientech Research LLC | 5,385 | +3,720 | $945.1K | +$409.2K | 223.4% |
| Fieldview Capital Management, LLC | 17,239 | +8,950 | $3.0M | +$357.7K | 108.0% |
| Green Alpha Advisors, LLC | 2,515 | +38 | $441.4K | -$355.8K | 1.5% |
| Vident Advisory, LLC | 2,647 | +145 | $464.5K | -$340.7K | 5.8% |
| Parallax Volatility Advisers, L.P. | 6,967 | +4,174 | $1.2M | +$323.8K | 149.4% |
| Optimize Financial Inc | 2,217 | +28 | $389.1K | -$315.4K | 1.3% |
| Oak Thistle LLC | 9,887 | +5,441 | $1.7M | +$304.3K | 122.4% |
| Diversified Trust Co | 2,166 | +93 | $380.1K | -$287.0K | 4.5% |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 3,139 | +111 | $520.4K | -$281.9K | 3.7% |
| Federation des caisses Desjardins du Quebec | 3,894 | +951 | $683.4K | -$263.8K | 32.3% |
| Triodos Investment Management BV | 11,000 | +4,250 | $1.9M | -$225.5K | 63.0% |
| US BANCORP \DE\ | 2,342 | +525 | $411.0K | -$173.8K | 28.9% |
| AssuredPartners Investment Advisors, LLC | 1,431 | +113 | $251.1K | -$173.0K | 8.6% |
| Perbak Capital Partners LLP | 1,750 | +302 | $307.1K | -$158.9K | 20.9% |
| CARY STREET PARTNERS FINANCIAL LLC | 1,598 | +263 | $280.4K | -$149.2K | 19.7% |
| M&T Bank Corp | 2,228 | +553 | $391.0K | -$147.9K | 33.0% |
| CIBC Asset Management Inc | 1,330 | +187 | $233.4K | -$134.4K | 16.4% |
| Farther Finance Advisors, LLC | 961 | +828 | $168.7K | +$125.9K | 622.5% |
| Northwest & Ethical Investments L.P. | 8,219 | +3,357 | $1.4M | -$122.4K | 69.0% |
| JONES FINANCIAL COMPANIES LLLP | 1,814 | +472 | $318.4K | -$119.7K | 35.2% |
| DNB Asset Management AS | 1,570 | +361 | $275.5K | -$113.6K | 29.9% |
| BANK OF MONTREAL /CAN/ | 7,137 | +3,597 | $1.3M | +$113.2K | 101.6% |
| QUADRANT CAPITAL GROUP LLC | 3,064 | +1,074 | $537.7K | -$102.7K | 54.0% |
| Polymer Capital Management (US) LLC | 6,705 | +3,366 | $1.2M | +$102.1K | 100.8% |
| UMB Bank, n.a. | 630 | +27 | $110.6K | -$83.5K | 4.5% |
| AlphaQuest LLC | 688 | +79 | $120.7K | -$75.3K | 13.0% |
| Kestra Advisory Services, LLC | 1,199 | +318 | $210.4K | -$73.1K | 36.1% |
| Summit Trail Advisors, LLC | 3,396 | +1,751 | $596.0K | +$66.6K | 106.4% |
| FOX RUN MANAGEMENT, L.L.C. | 3,391 | +1,739 | $595.1K | +$63.4K | 105.3% |
| SteelPeak Wealth, LLC | 18,002 | +7,997 | $3.2M | -$60.7K | 79.9% |
| MRA Advisory Group | 1,972 | +718 | $346.1K | -$57.4K | 57.3% |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 2,735 | +1,086 | $480.0K | -$50.7K | 65.8% |
| AVIVA PLC | 2,686 | +1,094 | $471.4K | -$41.0K | 68.7% |
| Banque Cantonale Vaudoise | 225 | +9 | $39.0K | +$38.9K | 4.2% |
| Murphy & Mullick Capital Management Corp | 358 | +42 | $62.8K | -$36.4K | 13.3% |
| TD Waterhouse Canada Inc. | 285 | +15 | $50.0K | -$32.1K | 5.5% |
| Sterling Capital Management LLC | 272 | +215 | $47.7K | +$29.4K | 377.2% |
| MAI Capital Management | 179 | +16 | $31.4K | -$21.0K | 9.8% |
| Amundi | 30,934 | +13,920 | $5.4M | -$20.8K | 81.8% |
| Quarry LP | 568 | +208 | $99.7K | -$16.2K | 57.8% |
| Advisors Asset Management, Inc. | 298 | +180 | $52.3K | +$14.3K | 152.5% |
| SG Americas Securities, LLC | 77,904 | +75,577 | $13.7K | +$12.9K | 3247.8% |
| SJS Investment Consulting Inc. | 70 | +68 | $12.3K | +$11.6K | 3400.0% |
| SIGNATUREFD, LLC | 102 | +15 | $17.9K | -$10.1K | 17.2% |
| City Center Advisors, LLC | 1,194 | +513 | $209.5K | -$9.6K | 75.3% |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 350 | +130 | $61.4K | -$9.4K | 59.1% |
| Global Retirement Partners, LLC | 44 | +43 | $7.7K | +$7.4K | 4300.0% |
| Parallel Advisors, LLC | 201 | +69 | $35.3K | -$7.2K | 52.3% |
| Root Financial Partners, LLC | 85 | +19 | $14.9K | -$6.3K | 28.8% |
| ALGERT GLOBAL LLC | 40,574 | +524 | $7.1K | -$5.8K | 1.3% |
| Atlantic Union Bankshares Corp | 151 | +51 | $26.5K | -$5.7K | 51.0% |
| FARMERS & MERCHANTS INVESTMENTS INC | 33 | +2 | $5.8K | -$4.2K | 6.5% |
| Bell Investment Advisors, Inc | 32 | +26 | $5.6K | +$3.7K | 433.3% |
| Rakuten Securities, Inc. | 4,623 | +2,113 | $811.3K | +$3.5K | 84.2% |
| High Note Wealth, LLC | 15 | +1 | $2.6K | -$1.9K | 7.1% |
| Private Advisor Group, LLC | 37,887 | +16,659 | $6.2M | -$1.9K | 78.5% |
| X-Square Capital, LLC | 23,686 | +15,961 | $4.2K | +$1.7K | 206.6% |
| Rossby Financial, LCC | 14 | +11 | $2.5K | +$1.5K | 366.7% |
| Thrivent Financial for Lutherans | 10,396 | +1,276 | $1.8K | -$1.1K | 14.0% |
| Hughes Financial Services, LLC | 5 | +3 | $878 | +$492 | 150.0% |
| South Dakota Investment Council | 9,740 | +3,440 | $1.7K | -$319 | 54.6% |
| Cambridge Investment Research Advisors, Inc. | 2,963 | +2,244 | $520 | +$288 | 312.1% |
| HANTZ FINANCIAL SERVICES, INC. | 971 | +724 | $170 | +$91 | 293.1% |
| Versant Capital Management, Inc | 237 | +108 | $41.6K | +$77 | 83.7% |
| Janney Montgomery Scott LLC | 2,562 | +1,368 | $450 | +$66 | 114.6% |
| Cromwell Holdings LLC | 7 | +3 | $1.2K | -$59 | 75.0% |
| Vestcor Inc | 1,458 | +781 | $256 | +$38 | 115.4% |
| PRAXIS INVESTMENT MANAGEMENT INC | 1,312 | +559 | $230 | -$12 | 74.2% |