13F QoQ Ownership Changes
EFC-PD Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 50 new · 98 added · 100 reduced · 29 exited
New Positions(50)
Added To(98)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| BlackRock, Inc. | 16,625,322 | +1,016,051 | $225.8M | +$23.2M | 6.5% |
| Amundi | 1,497,373 | +773,291 | $20.3M | +$10.7M | 106.8% |
| VANGUARD GROUP INC | 7,003,038 | +349,448 | $95.1M | +$8.7M | 5.3% |
| STATE STREET CORP | 3,779,402 | +196,894 | $51.8M | +$4.9M | 5.5% |
| MORGAN STANLEY | 981,437 | +227,471 | $13.3M | +$3.5M | 30.2% |
| GEODE CAPITAL MANAGEMENT, LLC | 2,412,329 | +142,912 | $32.8M | +$3.3M | 6.3% |
| JPMORGAN CHASE & CO | 656,637 | +218,135 | $8.9M | +$3.2M | 49.7% |
| CITADEL ADVISORS LLC | 351,858 | +163,546 | $4.8M | +$2.3M | 86.8% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 1,663,650 | +97,382 | $22.6M | +$2.3M | 6.2% |
| VICTORY CAPITAL MANAGEMENT INC | 590,510 | +107,079 | $8.0M | +$1.7M | 22.1% |
| D. E. Shaw & Co., Inc. | 138,540 | +126,450 | $1.9M | +$1.7M | 1045.9% |
| TWO SIGMA INVESTMENTS, LP | 156,205 | +102,562 | $2.1M | +$1.4M | 191.2% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 984,713 | +63,136 | $13.4M | +$1.4M | 6.8% |
| RBF Capital, LLC | 191,882 | +85,941 | $2.6M | +$1.2M | 81.1% |
| DENALI ADVISORS LLC | 88,133 | +76,833 | $1.2M | +$1.1M | 679.9% |
| GUGGENHEIM CAPITAL LLC | 103,998 | +72,287 | $1.4M | +$1.0M | 227.9% |
| Dana Investment Advisors, Inc. | 432,409 | +47,409 | $5.9M | +$874.8K | 12.3% |
| Hennion & Walsh Asset Management, Inc. | 95,947 | +61,140 | $1.3M | +$851.2K | 175.7% |
| JENNISON ASSOCIATES LLC | 138,517 | +54,051 | $1.9M | +$784.7K | 64.0% |
| AQR CAPITAL MANAGEMENT LLC | 179,338 | +45,252 | $2.4M | +$695.0K | 33.7% |
| PRINCIPAL FINANCIAL GROUP INC | 511,056 | +29,238 | $6.9M | +$686.1K | 6.1% |
| Uniplan Investment Counsel, Inc. | 230,466 | +40,960 | $3.1M | +$669.9K | 21.6% |
| WELLS FARGO & COMPANY/MN | 147,080 | +37,486 | $2.0M | +$574.8K | 34.2% |
| BARCLAYS PLC | 172,413 | +42,352 | $2.2M | +$551.5K | 32.6% |
| NORDEN GROUP LLC | 76,931 | +36,269 | $1.0M | +$516.9K | 89.2% |
| COMMONWEALTH EQUITY SERVICES, LLC | 33,505 | +8,894 | $455.0K | +$454.7K | 36.1% |
| Dynamic Technology Lab Private Ltd | 57,528 | +31,361 | $781.0K | +$441.0K | 119.8% |
| Bank of New York Mellon Corp | 713,878 | +558 | $9.7M | +$435.6K | 0.1% |
| Legal & General Group Plc | 255,357 | +14,523 | $3.5M | +$341.7K | 6.0% |
| INTECH INVESTMENT MANAGEMENT LLC | 81,838 | +21,115 | $1.1M | +$323.2K | 34.8% |
| ALLIANCEBERNSTEIN L.P. | 112,310 | +19,600 | $1.5M | +$321.8K | 21.1% |
| Swiss National Bank | 196,900 | +13,700 | $2.7M | +$296.0K | 7.5% |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 241,273 | +11,439 | $3.3M | +$293.2K | 5.0% |
| BANK OF AMERICA CORP /DE/ | 160,671 | +13,677 | $2.2M | +$273.9K | 9.3% |
| FMR LLC | 77,093 | +15,293 | $1.0M | +$244.8K | 24.7% |
| UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC | 162,798 | +10,258 | $2.2M | +$230.8K | 6.7% |
| NEW YORK STATE COMMON RETIREMENT FUND | 42,634 | +15,200 | $579.0K | +$222.9K | 55.4% |
| Creative Planning | 33,080 | +15,509 | $449.2K | +$221.2K | 88.3% |
| DEUTSCHE BANK AG\ | 72,987 | +12,090 | $991.2K | +$200.7K | 19.9% |
| Larson Financial Group LLC | 13,839 | +13,766 | $187.9K | +$187.0K | 18857.5% |
| DARK FOREST CAPITAL MANAGEMENT LP | 286,783 | +341 | $3.9M | +$176.5K | 0.1% |
| HBK Sorce Advisory LLC | 53,124 | +15,485 | $690.6K | +$175.7K | 41.1% |
| MERCER GLOBAL ADVISORS INC /ADV | 26,464 | +11,684 | $359.4K | +$167.5K | 79.0% |
| Motiv8 Investments LLC | 13,664 | +1,002 | $186 | -$164.2K | 7.9% |
| AMERIPRISE FINANCIAL INC | 211,147 | +2,027 | $2.9M | +$153.1K | 1.0% |
| Savvy Advisors, Inc. | 48,707 | +5,862 | $661.4K | +$105.3K | 13.7% |
| PFG Investments, LLC | 21,707 | +6,013 | $294.8K | +$91.1K | 38.3% |
| Illinois Municipal Retirement Fund | 52,688 | +4,531 | $715.5K | +$90.4K | 9.4% |
| Voya Investment Management LLC | 96,953 | +1,585 | $1.3M | +$78.7K | 1.7% |
| Louisiana State Employees Retirement System | 49,200 | +3,300 | $668.1K | +$72.4K | 7.2% |
| BNP PARIBAS FINANCIAL MARKETS | 28,879 | +3,675 | $392.2K | +$65.0K | 14.6% |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 15,463 | +3,880 | $210.0K | +$59.6K | 33.5% |
| RAYMOND JAMES FINANCIAL INC | 32,456 | +2,836 | $440.8K | +$56.3K | 9.6% |
| US BANCORP \DE\ | 4,515 | +4,088 | $61.3K | +$55.8K | 957.4% |
| CASTLEKEEP INVESTMENT ADVISORS LLC | 90,133 | +60 | $1.2M | +$54.9K | 0.1% |
| Sigma Planning Corp | 52,146 | +1,303 | $708.1K | +$48.2K | 2.6% |
| KLP KAPITALFORVALTNING AS | 55,500 | +800 | $759.8K | +$43.8K | 1.5% |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 24,564 | +2,100 | $333.6K | +$42.0K | 9.3% |
| ENVESTNET ASSET MANAGEMENT INC | 44,200 | +1,149 | $600.2K | +$41.4K | 2.7% |
| Curi Capital, LLC | 68,507 | +13 | $930.3K | +$41.3K | 0.0% |
| Quantinno Capital Management LP | 28,438 | +1,223 | $386.2K | +$32.9K | 4.5% |
| ProShare Advisors LLC | 19,109 | +1,578 | $259.5K | +$31.9K | 9.0% |
| Maryland State Retirement & Pension System | 15,986 | +1,625 | $217.1K | +$30.7K | 11.3% |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 26,568 | +1,128 | $360.8K | +$30.6K | 4.4% |
| MGO ONE SEVEN LLC | 18,147 | +1,010 | $246.4K | +$24.0K | 5.9% |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 12,265 | +1,075 | $166.6K | +$21.3K | 9.6% |
| Cetera Investment Advisers | 22,721 | +376 | $308.6K | +$18.5K | 1.7% |
| Russell Investments Group, Ltd. | 17,144 | +513 | $232.8K | +$16.9K | 3.1% |
| HUNTINGTON NATIONAL BANK | 4,136 | +1,078 | $56.2K | +$16.5K | 35.3% |
| SEI INVESTMENTS CO | 11,764 | +541 | $159.8K | +$14.1K | 4.8% |
| GAMMA Investing LLC | 5,707 | +566 | $77.5K | +$10.8K | 11.0% |
| Signal Advisors Wealth, LLC | 10,433 | +299 | $141.7K | +$10.1K | 3.0% |
| M&T Bank Corp | 12,432 | +155 | $168.8K | +$9.5K | 1.3% |
| Corient Private Wealth LLC | 10,990 | +147 | $149.2K | +$8.5K | 1.4% |
| PNC Financial Services Group, Inc. | 9,346 | +183 | $126.9K | +$8.0K | 2.0% |
| Farther Finance Advisors, LLC | 1,036 | +537 | $14.1K | +$7.6K | 107.6% |
| MAI Capital Management | 6,557 | +57 | $89.0K | +$4.7K | 0.9% |
| UMB Bank, n.a. | 634 | +251 | $8.6K | +$3.6K | 65.5% |
| VAN ECK ASSOCIATES CORP | 1,122,032 | +222,215 | $15.2K | +$3.6K | 24.7% |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 1,009 | +219 | $13.7K | +$3.4K | 27.7% |
| Steward Partners Investment Advisory, LLC | 3,685 | +55 | $50.0K | +$2.9K | 1.5% |
| New England Capital Financial Advisors LLC | 2,291 | +64 | $31.1K | +$2.2K | 2.9% |
| JONES FINANCIAL COMPANIES LLLP | 270 | +104 | $3.7K | +$1.5K | 62.6% |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | 200 | +100 | $2.7K | +$1.4K | 100.0% |
| MassMutual Private Wealth & Trust, FSB | 414 | +36 | $5.6K | +$716 | 9.5% |
| SG Americas Securities, LLC | 72,529 | +17,828 | $985 | +$275 | 32.6% |
| Thrivent Financial for Lutherans | 87,559 | +15,492 | $1.2K | +$254 | 21.5% |
| QUADRANT CAPITAL GROUP LLC | 147 | +11 | $2.0K | +$231 | 8.1% |
| Cambridge Investment Research Advisors, Inc. | 43,566 | +7,326 | $592 | +$122 | 20.2% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 88,281 | +3,602 | $1.2K | +$99 | 4.3% |
| State of Alaska, Department of Revenue | 54,643 | +4,379 | $742 | +$90 | 8.7% |
| AMALGAMATED BANK | 30,888 | +3,269 | $419 | +$61 | 11.8% |
| HANTZ FINANCIAL SERVICES, INC. | 9,081 | +2,900 | $123 | +$43 | 46.9% |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 25,425 | +1,725 | $345 | +$37 | 7.3% |
| CWM, LLC | 9,624 | +1,743 | $131 | +$29 | 22.1% |
| BESSEMER GROUP INC | 936 | +468 | $13 | +$7 | 100.0% |
| Capital Advisors, Ltd. LLC | 550 | +342 | $7 | +$4 | 164.4% |
| Roble, Belko & Company, Inc | 186 | +5 | $3 | +$1 | 2.8% |