13F QoQ Ownership Changes
EBF Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 28 new · 58 added · 83 reduced · 26 exited
New Positions(28)
Added To(58)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| GOLDMAN SACHS GROUP INC | 632,839 | +266,533 | $11.4M | +$4.7M | 72.8% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 228,503 | +180,137 | $4.1M | +$3.2M | 372.4% |
| Creative Planning | 339,788 | +180,376 | $6.1M | +$3.2M | 113.2% |
| BlackRock, Inc. | 2,253,519 | +178,791 | $40.6M | +$2.7M | 8.6% |
| TWO SIGMA INVESTMENTS, LP | 295,157 | +105,783 | $5.3M | +$1.9M | 55.9% |
| TWO SIGMA ADVISERS, LP | 224,900 | +100,700 | $4.1M | +$1.8M | 81.1% |
| Royal Bank of Canada | 170,356 | +80,820 | $3.1M | +$1.4M | 90.3% |
| MORGAN STANLEY | 130,871 | +68,561 | $2.4M | +$1.2M | 110.0% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1,220,960 | +82,521 | $22.0M | +$1.2M | 7.2% |
| LAZARD ASSET MANAGEMENT LLC | 88,528 | +49,660 | $1.6M | +$883.9K | 127.8% |
| ROYCE & ASSOCIATES LP | 1,300,634 | +51,634 | $23.4M | +$592.7K | 4.1% |
| Allspring Global Investments Holdings, LLC | 1,700,919 | +55,500 | $30.6M | +$538.3K | 3.4% |
| Campbell & CO Investment Adviser LLC | 50,962 | +28,523 | $917.8K | +$507.6K | 127.1% |
| VICTORY CAPITAL MANAGEMENT INC | 37,054 | +25,041 | $667.3K | +$447.7K | 208.4% |
| AMERICAN CENTURY COMPANIES INC | 837,773 | +35,872 | $15.1M | +$429.5K | 4.5% |
| VANGUARD GROUP INC | 1,855,952 | +6,523 | $33.4M | -$381.9K | 0.3% |
| SEI INVESTMENTS CO | 70,024 | +20,530 | $1.3M | +$356.4K | 41.5% |
| Quantinno Capital Management LP | 52,497 | +18,272 | $945.5K | +$319.8K | 53.4% |
| WEDGE CAPITAL MANAGEMENT L L P/NC | 107,792 | +14,623 | $1.9M | +$238.2K | 15.7% |
| AlphaQuest LLC | 23,853 | +13,319 | $429.6K | +$237.0K | 126.4% |
| BARCLAYS PLC | 46,904 | +11,931 | $850.8K | +$211.5K | 34.1% |
| WELLS FARGO & COMPANY/MN | 35,813 | +10,212 | $645.0K | +$177.0K | 39.9% |
| Quantbot Technologies LP | 11,896 | +9,556 | $214.2K | +$171.5K | 408.4% |
| Pacific Ridge Capital Partners, LLC | 48,569 | +9,505 | $874.7K | +$160.6K | 24.3% |
| COMERICA BANK | 33,266 | +6,231 | $599.1K | +$104.9K | 23.0% |
| Russell Investments Group, Ltd. | 7,467 | +5,014 | $134.5K | +$89.6K | 204.4% |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 164,415 | +6,757 | $3.0M | +$79.1K | 4.3% |
| BNP PARIBAS FINANCIAL MARKETS | 9,532 | +4,119 | $171.7K | +$72.7K | 76.1% |
| QUADRANT CAPITAL GROUP LLC | 3,706 | +3,608 | $66.7K | +$65.0K | 3681.6% |
| MERCER GLOBAL ADVISORS INC /ADV | 16,396 | +3,658 | $295.3K | +$62.4K | 28.7% |
| FEDERATED HERMES, INC. | 26,516 | +3,472 | $477.6K | +$56.3K | 15.1% |
| PNC Financial Services Group, Inc. | 3,443 | +1,544 | $62.0K | +$27.3K | 81.3% |
| LPL Financial LLC | 16,612 | +1,488 | $299.2K | +$22.7K | 9.8% |
| WealthCollab, LLC | 1,809 | +1,165 | $32.6K | +$20.8K | 180.9% |
| AVIVA PLC | 27,760 | +1,510 | $500.0K | +$20.1K | 5.8% |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 167,593 | +3,280 | $3.0M | +$14.7K | 2.0% |
| Empowered Funds, LLC | 21,111 | +926 | $380.2K | +$11.2K | 4.6% |
| Versant Capital Management, Inc | 649 | +616 | $11.7K | +$11.1K | 1866.7% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 689,900 | +9,593 | $12.4M | -$10.9K | 1.4% |
| MEEDER ASSET MANAGEMENT INC | 786 | +552 | $14.2K | +$9.9K | 235.9% |
| FMR LLC | 1,959 | +522 | $35.3K | +$9.0K | 36.3% |
| Aquatic Capital Management LLC | 7,468 | +575 | $134.5K | +$8.5K | 8.3% |
| MARTINGALE ASSET MANAGEMENT L P | 44,778 | +267 | $806.5K | -$7.2K | 0.6% |
| DANSKE BANK A/S | 600 | +300 | $11.5K | +$6.0K | 100.0% |
| Farther Finance Advisors, LLC | 295 | +285 | $5.3K | +$5.1K | 2850.0% |
| MetLife Investment Management, LLC | 13,096 | +457 | $235.9K | +$4.8K | 3.6% |
| SIGNATUREFD, LLC | 1,321 | +151 | $23.8K | +$2.4K | 12.9% |
| JPMORGAN CHASE & CO | 10,323 | +28 | $185.9K | -$2.3K | 0.3% |
| CoreCap Advisors, LLC | 4,654 | +120 | $83.8K | +$937 | 2.6% |
| GHP Investment Advisors, Inc. | 4,797 | +25 | $86.4K | -$825 | 0.5% |
| SBI Securities Co., Ltd. | 99 | +41 | $1.8K | +$723 | 70.7% |
| US BANCORP \DE\ | 1,477 | +41 | $26.6K | +$351 | 2.9% |
| Vestcor Inc | 66,304 | +18,558 | $1.2K | +$321 | 38.9% |
| LSV ASSET MANAGEMENT | 499,006 | +100 | $9.0K | -$133 | 0.0% |
| State of Alaska, Department of Revenue | 5,588 | +4,182 | $100 | +$75 | 297.4% |
| Clearstead Advisors, LLC | 102 | +2 | $1.8K | +$10 | 2.0% |
| Westfuller Advisors, LLC | 96 | +1 | $1.7K | -$1 | 1.1% |
| Covestor Ltd | 510 | +24 | $9 | $0 | 4.9% |