13F QoQ Ownership Changes
DVA Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 83 new · 174 added · 273 reduced · 110 exited
New Positions(83)
Added To(174)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 1,190,000 | +636,191 | $135.2M | +$61.6M | 114.9% |
| D. E. Shaw & Co., Inc. | 541,032 | +462,055 | $61.5M | +$51.0M | 585.0% |
| NORGES BANK | 432,748 | +382,364 | $49.2M | +$40.9M | 758.9% |
| BARCLAYS PLC | 350,774 | +245,567 | $50.0M | +$36.0M | 233.4% |
| MILLENNIUM MANAGEMENT LLC | 860,080 | +386,044 | $97.7M | +$34.7M | 81.4% |
| Invesco Ltd. | 1,683,259 | +4,011 | $191.2M | -$31.9M | 0.2% |
| TUDOR INVESTMENT CORP ET AL | 337,046 | +218,100 | $38.3M | +$22.5M | 183.4% |
| DIMENSIONAL FUND ADVISORS LP | 1,089,100 | +3,507 | $123.7M | -$20.5M | 0.3% |
| MORGAN STANLEY | 1,477,045 | +71,156 | $167.8M | -$19.0M | 5.1% |
| Quantinno Capital Management LP | 268,276 | +152,309 | $30.5M | +$15.1M | 131.3% |
| Susquehanna Portfolio Strategies, LLC | 127,622 | +107,735 | $14.5M | +$11.9M | 541.7% |
| NATIXIS | 104,707 | +97,043 | $11.9M | +$10.9M | 1266.2% |
| Trexquant Investment LP | 116,226 | +96,039 | $13.2M | +$10.5M | 475.7% |
| Squarepoint Ops LLC | 495,628 | +144,605 | $56.3M | +$9.7M | 41.2% |
| JANE STREET GROUP, LLC | 589,567 | +152,816 | $67.0M | +$8.9M | 35.0% |
| Gotham Asset Management, LLC | 145,287 | +86,108 | $16.5M | +$8.6M | 145.5% |
| ExodusPoint Capital Management, LP | 125,275 | +75,635 | $14.2M | +$7.6M | 152.4% |
| Campbell & CO Investment Adviser LLC | 67,877 | +57,894 | $7.7M | +$6.4M | 579.9% |
| Tidal Investments LLC | 289,678 | +88,650 | $32.9M | +$6.2M | 44.1% |
| Quantbot Technologies LP | 74,925 | +45,760 | $8.5M | +$4.6M | 156.9% |
| BANK OF AMERICA CORP /DE/ | 361,701 | +86,682 | $41.1M | +$4.6M | 31.5% |
| GOLDMAN SACHS GROUP INC | 310,845 | +70,124 | $35.3M | +$3.3M | 29.1% |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 292,129 | +63,908 | $33.2M | +$2.9M | 28.0% |
| AQR CAPITAL MANAGEMENT LLC | 46,440 | +26,996 | $5.3M | +$2.7M | 138.8% |
| AlphaQuest LLC | 22,820 | +21,875 | $2.6M | +$2.5M | 2314.8% |
| Jump Financial, LLC | 60,942 | +26,214 | $6.9M | +$2.3M | 75.5% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 601,438 | +70,778 | $68.3M | -$2.2M | 13.3% |
| Atom Investors LP | 71,796 | +25,799 | $8.2M | +$2.0M | 56.1% |
| Empowered Funds, LLC | 22,966 | +18,569 | $2.6M | +$2.0M | 422.3% |
| TWO SIGMA ADVISERS, LP | 26,732 | +18,932 | $3.0M | +$2.0M | 242.7% |
| Man Group plc | 293,263 | +28,409 | $33.3M | -$1.9M | 10.7% |
| CAPITAL FUND MANAGEMENT S.A. | 29,797 | +17,797 | $3.4M | +$1.8M | 148.3% |
| JANUS HENDERSON GROUP PLC | 18,951 | +15,958 | $2.2M | +$1.8M | 533.2% |
| WORLDQUANT MILLENNIUM ADVISORS LLC | 324,468 | +59,147 | $36.9M | +$1.6M | 22.3% |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 24,322 | +13,847 | $2.9M | +$1.5M | 132.2% |
| Focus Partners Wealth | 16,380 | +13,461 | $1.9M | +$1.5M | 461.1% |
| OCCUDO QUANTITATIVE STRATEGIES LP | 21,706 | +13,962 | $2.5M | +$1.4M | 180.3% |
| DARK FOREST CAPITAL MANAGEMENT LP | 14,637 | +12,803 | $1.7M | +$1.4M | 698.1% |
| CITIGROUP INC | 212,563 | +40,911 | $24.1M | +$1.3M | 23.8% |
| SEI INVESTMENTS CO | 87,393 | +2,660 | $9.9M | -$1.3M | 3.1% |
| NATIONAL BANK OF CANADA /FI/ | 43,470 | +15,350 | $4.9M | +$1.2M | 54.6% |
| ING GROEP NV | 13,321 | +10,753 | $1.5M | +$1.2M | 418.7% |
| Y-Intercept (Hong Kong) Ltd | 12,240 | +9,990 | $1.4M | +$1.1M | 444.0% |
| Sciencast Management LP | 11,457 | +9,794 | $1.3M | +$1.1M | 588.9% |
| MOORE CAPITAL MANAGEMENT, LP | 56,354 | +865 | $6.4M | -$970.4K | 1.6% |
| OSSIAM | 53,498 | +477 | $6.1M | -$967.0K | 0.9% |
| BNP PARIBAS FINANCIAL MARKETS | 121,447 | +24,621 | $13.8M | +$932.3K | 25.4% |
| NWF Advisory Services Inc. | 12,116 | +9,281 | $1.2M | +$835.6K | 327.4% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 8,967 | +7,243 | $1.0M | +$789.7K | 420.1% |
| PRINCIPAL FINANCIAL GROUP INC | 40,800 | +393 | $4.6M | -$733.6K | 1.0% |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 9,136 | +6,762 | $1.0M | +$722.5K | 284.8% |
| Engineers Gate Manager LP | 8,390 | +6,643 | $953.2K | +$721.1K | 380.3% |
| NewEdge Advisors, LLC | 6,903 | +6,379 | $784.3K | +$714.6K | 1217.4% |
| Entropy Technologies, LP | 22,186 | +8,570 | $2.5M | +$711.4K | 62.9% |
| TODD ASSET MANAGEMENT LLC | 186,274 | +21,887 | $21.2M | -$679.5K | 13.3% |
| FORA Capital, LLC | 13,639 | +6,730 | $1.5M | +$631.5K | 97.4% |
| Summit Trail Advisors, LLC | 39,963 | +1,737 | $4.5M | -$538.8K | 4.5% |
| Advisory Services Network, LLC | 5,552 | +4,690 | $630.8K | +$516.2K | 544.1% |
| CANADA PENSION PLAN INVESTMENT BOARD | 94,400 | +10,000 | $10.7M | -$489.4K | 11.8% |
| NORDEA INVESTMENT MANAGEMENT AB | 338,192 | +51,607 | $38.3M | +$456.9K | 18.0% |
| Bridgewater Associates, LP | 35,022 | +8,218 | $4.0M | +$417.4K | 30.6% |
| Cannell & Spears LLC | 26,720 | +910 | $3.0M | -$393.7K | 3.5% |
| WEDGE CAPITAL MANAGEMENT L L P/NC | 296,916 | +45,998 | $33.7M | +$393.2K | 18.3% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 28,551 | +1,348 | $3.2M | -$370.8K | 5.0% |
| Curated Wealth Partners LLC | 18,540 | +5 | $2.1M | -$356.4K | 0.0% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 5,500 | +3,180 | $624.9K | +$316.6K | 137.1% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 7,679 | +3,180 | $886.2K | +$296.6K | 70.7% |
| SYON CAPITAL LLC | 4,151 | +2,287 | $471.6K | +$223.9K | 122.7% |
| PharVision Advisers, LLC | 3,744 | +2,187 | $425.4K | +$218.5K | 140.5% |
| NOMURA HOLDINGS INC | 16,138 | +3,887 | $1.8M | +$205.6K | 31.7% |
| Financial Engines Advisors L.L.C. | 13,585 | +494 | $1.5M | -$196.1K | 3.8% |
| Baird Financial Group, Inc. | 10,206 | +125 | $1.2M | -$180.0K | 1.2% |
| ALLIANCEBERNSTEIN L.P. | 49,546 | +8,536 | $5.6M | +$179.9K | 20.8% |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 11,420 | +314 | $1.3M | -$178.2K | 2.8% |
| Global Retirement Partners, LLC | 1,505 | +1,430 | $171.0K | +$161.0K | 1906.7% |
| COMERICA BANK | 39,756 | +4,563 | $4.5M | -$159.4K | 13.0% |
| Catalyst Funds Management Pty Ltd | 4,900 | +1,900 | $556.7K | +$158.1K | 63.3% |
| SIG BROKERAGE, LP | 15,843 | +1,127 | $1.8M | -$155.4K | 7.7% |
| VICTORY CAPITAL MANAGEMENT INC | 57,479 | +9,501 | $6.5M | +$155.4K | 19.8% |
| Czech National Bank | 9,309 | +229 | $1.1M | -$148.9K | 2.5% |
| FIRST HORIZON CORP | 1,928 | +1,389 | $219.0K | +$147.4K | 257.7% |
| Financial Strategies Group, Inc. | 8,544 | +1,498 | $980.1K | +$141.3K | 21.3% |
| Corient Private Wealth LLC | 358,299 | +335,809 | $3.1M | +$140.6K | 1493.1% |
| BTG Pactual Asset Management US LLC | 3,006 | +1,584 | $341.5K | +$138.9K | 111.4% |
| Creative Planning | 9,021 | +284 | $1.0M | -$136.0K | 3.3% |
| MISSION WEALTH MANAGEMENT, LP | 6,587 | +1 | $748.4K | -$126.7K | 0.0% |
| Te Ahumairangi Investment Management Ltd | 78,973 | +10,507 | $9.0M | -$125.0K | 15.3% |
| Sequoia Financial Advisors, LLC | 3,313 | +1,269 | $376.4K | +$104.8K | 62.1% |
| CIBC Asset Management Inc | 8,972 | +2,081 | $1.0M | +$103.7K | 30.2% |
| Meridian Wealth Management, LLC | 5,384 | +5 | $611.7K | -$103.0K | 0.1% |
| Cetera Investment Advisers | 7,508 | +355 | $853.0K | -$97.4K | 5.0% |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | 1,032 | +869 | $117.2K | +$95.6K | 533.1% |
| DEERFIELD MANAGEMENT COMPANY, L.P. | 20,909 | +2,342 | $2.4M | -$91.5K | 12.6% |
| NorthCrest Asset Manangement, LLC | 6,706 | +186 | $764.1K | -$90.3K | 2.9% |
| ProShare Advisors LLC | 7,271 | +435 | $826.1K | -$82.2K | 6.4% |
| Steward Partners Investment Advisory, LLC | 6,650 | +377 | $755.5K | -$78.0K | 6.0% |
| MUFG Securities EMEA plc | 1,467 | +783 | $166.7K | +$75.8K | 114.5% |
| Versant Capital Management, Inc | 1,032 | +710 | $117.2K | +$74.5K | 220.5% |
| FIFTH THIRD BANCORP | 4,124 | +53 | $468.5K | -$72.4K | 1.3% |
| GAMMA Investing LLC | 2,371 | +881 | $269.4K | +$71.4K | 59.1% |
| WHITTIER TRUST CO OF NEVADA INC | 2,930 | +899 | $336.1K | +$69.7K | 44.3% |
| Versor Investments LP | 4,497 | +1,097 | $510.9K | +$59.1K | 32.3% |
| Brooklyn Investment Group | 5,937 | +1,298 | $673.9K | +$57.5K | 28.0% |
| Cullen/Frost Bankers, Inc. | 2,659 | +9 | $302.1K | -$50.0K | 0.3% |
| ALLSTATE CORP | 2,630 | +748 | $298.8K | +$48.7K | 39.7% |
| State of New Jersey Common Pension Fund D | 18,504 | +3,043 | $2.1M | +$47.9K | 19.7% |
| US BANCORP \DE\ | 2,441 | +8 | $277.3K | -$46.0K | 0.3% |
| Kesler, Norman & Wride, LLC | 6,761 | +1,887 | $768.1K | +$38.9K | 38.7% |
| Atria Investments, Inc | 2,731 | +671 | $310.3K | +$36.6K | 32.6% |
| Prestige Wealth Management Group LLC | 288 | +240 | $42.3K | +$35.9K | 500.0% |
| CAPTRUST FINANCIAL ADVISORS | 3,864 | +291 | $439.0K | -$35.7K | 8.1% |
| Orion Porfolio Solutions, LLC | 2,360 | +99 | $268.1K | -$32.3K | 4.4% |
| Dynamic Advisor Solutions LLC | 2,228 | +86 | $253.1K | -$31.5K | 4.0% |
| BANK OF MONTREAL /CAN/ | 49,900 | +7,458 | $5.7M | +$29.9K | 17.6% |
| EXCHANGE TRADED CONCEPTS, LLC | 1,679 | +19 | $190.8K | -$29.8K | 1.1% |
| JOHNSON INVESTMENT COUNSEL INC | 4,563 | +880 | $518.4K | +$29.0K | 23.9% |
| Smartleaf Asset Management LLC | 753 | +301 | $85.7K | +$26.7K | 66.6% |
| Sterling Capital Management LLC | 2,699 | +194 | $306.6K | -$26.2K | 7.7% |
| Cerity Partners LLC | 2,818 | +219 | $320.1K | -$25.2K | 8.4% |
| Beverly Hills Private Wealth, LLC | 2,132 | +141 | $242.2K | -$22.3K | 7.1% |
| Ethic Inc. | 2,723 | +229 | $309.4K | -$22.0K | 9.2% |
| Larson Financial Group LLC | 164 | +160 | $18.6K | +$18.1K | 4000.0% |
| LSV ASSET MANAGEMENT | 936,768 | +9,739 | $106.4K | -$16.7K | 1.1% |
| ELEVATION WEALTH PARTNERS, LLC | 277 | +165 | $31.5K | +$16.6K | 147.3% |
| Parallel Advisors, LLC | 670 | +221 | $76.1K | +$16.5K | 49.2% |
| Canada Post Corp Registered Pension Plan | 558 | +190 | $63.4K | +$15.3K | 51.6% |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | 2,230 | +212 | $253.3K | -$14.8K | 10.5% |
| Blue Trust, Inc. | 785 | +219 | $89.2K | +$14.0K | 38.7% |
| SG Americas Securities, LLC | 166,684 | +121,840 | $18.9K | +$13.0K | 271.7% |
| PATTON FUND MANAGEMENT, INC. | 1,890 | +177 | $214.7K | -$12.9K | 10.3% |
| Horizon Investments, LLC | 695 | +19 | $79.0K | -$10.9K | 2.8% |
| Vontobel Holding Ltd. | 1,920 | +200 | $218.1K | -$10.4K | 11.6% |
| MERCER GLOBAL ADVISORS INC /ADV | 15,220 | +2,280 | $1.7M | +$9.8K | 17.6% |
| Lido Advisors, LLC | 2,470 | +46 | $312.7K | -$9.5K | 1.9% |
| Rockefeller Capital Management L.P. | 1,049 | +221 | $119.2K | +$9.2K | 26.7% |
| Wedmont Private Capital | 2,085 | +249 | $231.5K | -$9.1K | 13.6% |
| 1832 Asset Management L.P. | 6,009 | +810 | $682.7K | -$8.1K | 15.6% |
| Quent Capital, LLC | 537 | +17 | $61.0K | -$8.1K | 3.3% |
| ORG Partners LLC | 75 | +65 | $8.5K | +$7.2K | 650.0% |
| Capula Management Ltd | 5,232 | +705 | $594.4K | -$7.1K | 15.6% |
| Gen-Wealth Partners Inc | 880 | +80 | $100.0K | -$6.3K | 10.0% |
| TD PRIVATE CLIENT WEALTH LLC | 607 | +43 | $69.0K | -$6.0K | 7.6% |
| Caitong International Asset Management Co., Ltd | 47 | +46 | $5.3K | +$5.2K | 4600.0% |
| MAI Capital Management | 441 | +25 | $50.1K | -$5.2K | 6.0% |
| SBI Securities Co., Ltd. | 440 | +30 | $50.0K | -$4.5K | 7.3% |
| Interchange Capital Partners, LLC | 1,801 | +229 | $204.6K | -$4.3K | 14.6% |
| True Wealth Design, LLC | 123 | +49 | $14.0K | +$4.1K | 66.2% |
| BROWN BROTHERS HARRIMAN & CO | 59 | +37 | $6.7K | +$3.8K | 168.2% |
| Clearstead Advisors, LLC | 1,886 | +246 | $214.3K | -$3.6K | 15.0% |
| Quarry LP | 253 | +12 | $28.7K | -$3.3K | 5.0% |
| BI Asset Management Fondsmaeglerselskab A/S | 86,000 | +33,394 | $9.8K | +$2.8K | 63.5% |
| CYBER HORNET ETFs LLC | 151 | +1 | $17.2K | -$2.8K | 0.7% |
| Annis Gardner Whiting Capital Advisors, LLC | 120 | +38 | $13.6K | +$2.7K | 46.3% |
| State of Wyoming | 3,447 | +519 | $391.6K | +$2.6K | 17.7% |
| Farther Finance Advisors, LLC | 299 | +25 | $34.0K | -$2.4K | 9.1% |
| MassMutual Private Wealth & Trust, FSB | 127 | +7 | $14.4K | -$1.5K | 5.8% |
| Redwood Investment Management, LLC | 21,269 | +12,269 | $2.4K | +$1.2K | 136.3% |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 187,377 | +21,300 | $21.3K | -$779 | 12.8% |
| JFS WEALTH ADVISORS, LLC | 59 | +14 | $6.7K | +$723 | 31.1% |
| Manchester Capital Management LLC | 45 | +3 | $5.1K | -$468 | 7.1% |
| ASSETMARK, INC | 54 | +6 | $6.1K | -$248 | 12.5% |
| Bell Investment Advisors, Inc | 21 | +4 | $2.4K | +$127 | 23.5% |
| AMALGAMATED BANK | 8,237 | +261 | $936 | -$124 | 3.3% |
| SJS Investment Consulting Inc. | 449 | +66 | $51.0K | +$122 | 17.2% |
| iA Global Asset Management Inc. | 11,338 | +898 | $1.3K | -$99 | 8.6% |
| Aspect Partners, LLC | 23 | +4 | $2.6K | +$88 | 21.1% |
| Dunhill Financial, LLC | 5 | +1 | $570 | +$84 | 25.0% |
| AdvisorNet Financial, Inc | 3 | +1 | $341 | +$75 | 50.0% |
| CWM, LLC | 2,155 | +710 | $245 | +$53 | 49.1% |
| CX Institutional | 2,039 | +485 | $232 | +$26 | 31.2% |
| Bay Harbor Wealth Management, LLC | 8 | +1 | $908 | -$22 | 14.3% |
| Covestor Ltd | 1,049 | +166 | $119 | +$2 | 18.8% |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | 30 | +8 | $3 | +$1 | 36.4% |
| GW&K Investment Management, LLC | 18 | +5 | $2 | $0 | 38.5% |