13F QoQ Ownership Changes
DXPE Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 34 new · 66 added · 117 reduced · 50 exited
New Positions(34)
Added To(66)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| WASATCH ADVISORS LP | 754,706 | +624,638 | $82.9M | +$67.4M | 480.2% |
| FMR LLC | 1,741,794 | +472,493 | $191.2M | +$40.1M | 37.2% |
| BlackRock, Inc. | 1,874,087 | +45,293 | $205.8M | -$12.0M | 2.5% |
| VANGUARD GROUP INC | 964,360 | +18,414 | $105.9M | -$6.8M | 1.9% |
| WELLINGTON MANAGEMENT GROUP LLP | 1,219,299 | +137,577 | $133.9M | +$5.1M | 12.7% |
| JPMORGAN CHASE & CO | 86,766 | +23,465 | $9.5M | +$2.0M | 37.1% |
| GEODE CAPITAL MANAGEMENT, LLC | 335,991 | +9,767 | $36.9M | -$2.0M | 3.0% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 277,624 | +6,545 | $30.5M | -$1.8M | 2.4% |
| GOLDMAN SACHS GROUP INC | 131,917 | +23,869 | $14.5M | +$1.6M | 22.1% |
| BANK OF AMERICA CORP /DE/ | 66,852 | +18,489 | $7.3M | +$1.6M | 38.2% |
| ENVESTNET ASSET MANAGEMENT INC | 34,255 | +15,494 | $3.8M | +$1.5M | 82.6% |
| CITADEL ADVISORS LLC | 51,831 | +16,019 | $5.7M | +$1.4M | 44.7% |
| VICTORY CAPITAL MANAGEMENT INC | 46,114 | +14,935 | $5.1M | +$1.4M | 47.9% |
| RAYMOND JAMES FINANCIAL INC | 48,415 | +12,962 | $5.3M | +$1.1M | 36.6% |
| SEGALL BRYANT & HAMILL, LLC | 21,179 | +10,473 | $2.3M | +$1.1M | 97.8% |
| RBF Capital, LLC | 20,000 | +10,000 | $2.2M | +$1.0M | 100.0% |
| GUGGENHEIM CAPITAL LLC | 11,006 | +8,847 | $1.2M | +$951.3K | 409.8% |
| CastleKnight Management LP | 17,800 | +7,400 | $2.0M | +$715.9K | 71.2% |
| BNP PARIBAS FINANCIAL MARKETS | 39,878 | +8,711 | $4.4M | +$667.2K | 27.9% |
| CANADA PENSION PLAN INVESTMENT BOARD | 3,000 | +2,800 | $329.4K | +$305.6K | 1400.0% |
| Cambria Investment Management, L.P. | 6,041 | +975 | $663.2K | +$219.2K | 19.2% |
| Boston Partners | 52,637 | +5,803 | $5.8M | +$202.5K | 12.4% |
| Concentric Capital Strategies, LP | 12,745 | +2,670 | $1.4M | +$199.6K | 26.5% |
| Creative Planning | 3,710 | +1,902 | $407.3K | +$192.0K | 105.2% |
| Swiss National Bank | 26,300 | +500 | $2.9M | -$184.5K | 1.9% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 174,720 | +15,112 | $19.2M | +$178.0K | 9.5% |
| Quantinno Capital Management LP | 3,677 | +1,733 | $403.7K | +$172.2K | 89.1% |
| Private Advisor Group, LLC | 12,657 | +2,410 | $1.4M | +$169.5K | 23.5% |
| UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC | 24,114 | +503 | $2.6M | -$163.9K | 2.1% |
| Rezny Wealth Management, Inc. | 17,854 | +35 | $2.0M | -$161.5K | 0.2% |
| PRINCIPAL FINANCIAL GROUP INC | 76,450 | +4,649 | $8.4M | -$155.9K | 6.5% |
| FEDERATED HERMES, INC. | 12,749 | +23 | $1.4M | -$115.6K | 0.2% |
| ALLIANCEBERNSTEIN L.P. | 15,898 | +1,988 | $1.7M | +$89.2K | 14.3% |
| Verition Fund Management LLC | 7,249 | +4 | $795.9K | -$66.8K | 0.1% |
| BARCLAYS PLC | 27,298 | +7,707 | $2.4M | +$60.0K | 39.3% |
| Apollon Wealth Management, LLC | 5,136 | +17 | $563.9K | -$45.6K | 0.3% |
| Pacific Ridge Capital Partners, LLC | 11,747 | +540 | $1.3M | -$44.7K | 4.8% |
| DEUTSCHE BANK AG\ | 11,162 | +1,214 | $1.2M | +$41.0K | 12.2% |
| Clearstead Advisors, LLC | 492 | +306 | $54.0K | +$31.9K | 164.5% |
| Pictet Asset Management Holding SA | 2,195 | +435 | $241.0K | +$31.4K | 24.7% |
| Truvestments Capital LLC | 8,941 | +907 | $981.6K | +$25.0K | 11.3% |
| GAMMA Investing LLC | 860 | +225 | $94.4K | +$18.8K | 35.4% |
| ProShare Advisors LLC | 2,527 | +82 | $277.4K | -$13.7K | 3.4% |
| DAVENPORT & Co LLC | 3,524 | +368 | $386.9K | +$11.1K | 11.7% |
| Allspring Global Investments Holdings, LLC | 9,170 | +802 | $1.0M | +$10.4K | 9.6% |
| Virtue Capital Management, LLC | 13,864 | +3,750 | $1.2M | +$10.3K | 37.1% |
| NEUBERGER BERMAN GROUP LLC | 2,369 | +110 | $260.1K | -$8.9K | 4.9% |
| Sterling Capital Management LLC | 88 | +56 | $9.7K | +$5.9K | 175.0% |
| Salomon & Ludwin, LLC | 63 | +52 | $6.6K | +$5.2K | 472.7% |
| Brevan Howard Capital Management LP | 2,315 | +164 | $254.2K | -$2.0K | 7.6% |
| QUADRANT CAPITAL GROUP LLC | 78 | +22 | $8.6K | +$1.9K | 39.3% |
| CIBC Private Wealth Group LLC | 203 | +2 | $22.3K | -$1.6K | 1.0% |
| Parkside Financial Bank & Trust | 31 | +15 | $3.4K | +$1.5K | 93.8% |
| SG Americas Securities, LLC | 15,143 | +13,115 | $1.7K | +$1.4K | 646.7% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 13 | +10 | $1.4K | +$1.1K | 333.3% |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 11,970 | +8,261 | $1.3K | +$874 | 222.7% |
| Smartleaf Asset Management LLC | 502 | +43 | $56.3K | +$298 | 9.4% |
| Larson Financial Group LLC | 51 | +2 | $5.6K | -$235 | 4.1% |
| HARBOR CAPITAL ADVISORS, INC. | 4,070 | +1,144 | $447 | +$99 | 39.1% |
| ROTHSCHILD INVESTMENT LLC | 21 | +1 | $2.3K | -$75 | 5.0% |
| State of Alaska, Department of Revenue | 7,282 | +69 | $798 | -$60 | 0.9% |
| UMB Bank, n.a. | 56 | +4 | $6.1K | -$44 | 7.7% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 7,737 | +800 | $850 | +$24 | 11.5% |
| HANTZ FINANCIAL SERVICES, INC. | 189 | +129 | $21 | +$14 | 215.0% |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 168 | +51 | $18 | +$4 | 43.6% |
| BESSEMER GROUP INC | 87 | +16 | $10 | +$2 | 22.5% |