13F QoQ Ownership Changes
EVER Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 52 new · 89 added · 101 reduced · 26 exited
New Positions(52)
Added To(89)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| AMERIPRISE FINANCIAL INC | 856,437 | +681,063 | $23.1M | +$19.1M | 388.3% |
| LAZARD ASSET MANAGEMENT LLC | 901,207 | +405,237 | $24.3M | +$13.0M | 81.7% |
| VANGUARD GROUP INC | 2,221,494 | +20,156 | $60.0M | +$9.6M | 0.9% |
| Balyasny Asset Management L.P. | 875,702 | +188,335 | $23.6M | +$7.9M | 27.4% |
| Allspring Global Investments Holdings, LLC | 616,717 | +141,026 | $15.7M | +$5.1M | 29.6% |
| RENAISSANCE TECHNOLOGIES LLC | 730,107 | +76,120 | $19.7M | +$4.8M | 11.6% |
| MILLENNIUM MANAGEMENT LLC | 717,055 | +49,240 | $19.4M | +$4.1M | 7.4% |
| EMERALD ADVISERS, LLC | 720,686 | +31,433 | $19.5M | +$3.7M | 4.6% |
| RAYMOND JAMES FINANCIAL INC | 300,819 | +96,606 | $8.1M | +$3.5M | 47.3% |
| GEODE CAPITAL MANAGEMENT, LLC | 741,481 | +16,348 | $20.0M | +$3.4M | 2.3% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 730,593 | +2,637 | $19.7M | +$3.1M | 0.4% |
| DIMENSIONAL FUND ADVISORS LP | 505,278 | +39,796 | $13.6M | +$3.0M | 8.5% |
| STATE STREET CORP | 599,949 | +19,538 | $16.2M | +$2.9M | 3.4% |
| D. E. Shaw & Co., Inc. | 439,168 | +7,167 | $11.9M | +$2.0M | 1.6% |
| SEI INVESTMENTS CO | 186,311 | +49,000 | $5.0M | +$1.9M | 35.7% |
| VIRTUS ADVISERS, LLC | 101,015 | +71,010 | $2.5M | +$1.8M | 236.7% |
| TWO SIGMA INVESTMENTS, LP | 169,334 | +41,866 | $4.6M | +$1.7M | 32.8% |
| Boston Partners | 245,739 | +22,927 | $6.6M | +$1.5M | 10.3% |
| UBS Group AG | 251,054 | +16,360 | $6.8M | +$1.4M | 7.0% |
| STATE OF WISCONSIN INVESTMENT BOARD | 251,998 | +15,128 | $6.8M | +$1.4M | 6.4% |
| Squarepoint Ops LLC | 217,362 | +7,586 | $5.9M | +$1.1M | 3.6% |
| S Squared Technology, LLC | 76,047 | +26,047 | $2.1M | +$909.8K | 52.1% |
| Jump Financial, LLC | 54,538 | +29,211 | $1.5M | +$893.3K | 115.3% |
| Man Group plc | 41,588 | +27,898 | $1.1M | +$809.8K | 203.8% |
| JPMORGAN CHASE & CO | 58,281 | +24,322 | $1.6M | +$796.9K | 71.6% |
| FRANKLIN RESOURCES INC | 128,616 | +9,820 | $3.5M | +$755.8K | 8.3% |
| ENVESTNET ASSET MANAGEMENT INC | 70,514 | +17,943 | $1.9M | +$701.6K | 34.1% |
| TWO SIGMA ADVISERS, LP | 49,200 | +21,500 | $1.3M | +$694.9K | 77.6% |
| Bank of New York Mellon Corp | 89,833 | +12,228 | $2.4M | +$650.7K | 15.8% |
| MEEDER ASSET MANAGEMENT INC | 25,303 | +19,503 | $683.2K | +$550.5K | 336.3% |
| Engineers Gate Manager LP | 63,060 | +12,279 | $1.7M | +$541.3K | 24.2% |
| WELLS FARGO & COMPANY/MN | 45,122 | +15,176 | $1.2M | +$533.4K | 50.7% |
| Creative Planning | 30,453 | +16,549 | $822.2K | +$504.2K | 119.0% |
| PRINCIPAL FINANCIAL GROUP INC | 43,107 | +13,546 | $1.2M | +$487.8K | 45.8% |
| Invesco Ltd. | 49,143 | +11,808 | $1.3M | +$473.0K | 31.6% |
| Quantinno Capital Management LP | 32,434 | +14,292 | $875.7K | +$460.8K | 78.8% |
| Concurrent Investment Advisors, LLC | 25,957 | +14,785 | $700.8K | +$445.3K | 132.3% |
| MONIMUS CAPITAL MANAGEMENT, LP | 38,009 | +12,386 | $1.0M | +$440.2K | 48.3% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 47,508 | +7,008 | $1.3M | +$356.5K | 17.3% |
| Swiss National Bank | 58,500 | +4,800 | $1.6M | +$351.4K | 8.9% |
| NewEdge Advisors, LLC | 13,223 | +10,960 | $357.0K | +$305.3K | 484.3% |
| ZACKS INVESTMENT MANAGEMENT | 66,281 | +782 | $1.8M | +$291.6K | 1.2% |
| BARCLAYS PLC | 75,379 | +8,423 | $1.8M | +$291.4K | 12.6% |
| Walleye Capital LLC | 18,287 | +9,269 | $493.7K | +$287.5K | 102.8% |
| MML INVESTORS SERVICES, LLC | 22,994 | +7,808 | $620.8K | +$273.5K | 51.4% |
| D.A. DAVIDSON & CO. | 48,324 | +212 | $1.3M | +$204.4K | 0.4% |
| MARTINGALE ASSET MANAGEMENT L P | 38,637 | +1,907 | $1.0M | +$203.2K | 5.2% |
| Hennion & Walsh Asset Management, Inc. | 30,311 | +2,598 | $818.4K | +$184.6K | 9.4% |
| Voya Investment Management LLC | 17,878 | +4,701 | $482.7K | +$181.3K | 35.7% |
| UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC | 35,601 | +1,218 | $961.2K | +$174.9K | 3.5% |
| FMR LLC | 12,797 | +5,188 | $345.5K | +$171.5K | 68.2% |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 28,251 | +2,292 | $762.8K | +$169.1K | 8.8% |
| Wakefield Asset Management LLLP | 39,856 | +28 | $1.1M | +$165.2K | 0.1% |
| Legal & General Group Plc | 26,419 | +2,118 | $713.3K | +$157.6K | 8.7% |
| MERCER GLOBAL ADVISORS INC /ADV | 13,343 | +3,813 | $360.3K | +$142.3K | 40.0% |
| NewEdge Wealth, LLC | 21,391 | +3,050 | $577.6K | +$119.2K | 16.6% |
| SIMPLEX TRADING, LLC | 3,991 | +2,069 | $107.8K | +$107.7K | 107.6% |
| Mariner, LLC | 16,095 | +1,266 | $434.3K | +$95.2K | 8.5% |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 13,610 | +1,307 | $367.5K | +$86.1K | 10.6% |
| Cetera Investment Advisers | 17,330 | +469 | $467.9K | +$82.3K | 2.8% |
| ALPS ADVISORS INC | 18,748 | +162 | $506.2K | +$81.1K | 0.9% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 13,532 | +657 | $365.4K | +$70.9K | 5.1% |
| Quadrature Capital Ltd | 11,683 | +483 | $315.4K | +$59.4K | 4.3% |
| Sterling Capital Management LLC | 12,030 | +123 | $324.8K | +$52.5K | 1.0% |
| JONES FINANCIAL COMPANIES LLLP | 4,190 | +1,567 | $113.1K | +$51.1K | 59.7% |
| Brevan Howard Capital Management LP | 9,087 | +265 | $245.3K | +$43.6K | 3.0% |
| Tower Research Capital LLC (TRC) | 2,954 | +1,328 | $79.8K | +$42.6K | 81.7% |
| Linden Thomas Advisory Services, LLC | 9,121 | +81 | $246.3K | +$39.5K | 0.9% |
| Clearstead Advisors, LLC | 1,997 | +826 | $53.9K | +$27.1K | 70.5% |
| Transamerica Financial Advisors, LLC | 882 | +744 | $23.8K | +$20.7K | 539.1% |
| Spire Wealth Management | 567 | +490 | $15.3K | +$13.5K | 636.4% |
| FEDERATED HERMES, INC. | 1,017 | +148 | $27.5K | +$7.6K | 17.0% |
| SG Americas Securities, LLC | 244,937 | +224,535 | $6.6K | +$6.1K | 1100.5% |
| COMERICA BANK | 1,158 | +58 | $31.3K | +$6.1K | 5.3% |
| GAMMA Investing LLC | 486 | +176 | $13.1K | +$6.0K | 56.8% |
| Smartleaf Asset Management LLC | 388 | +176 | $10.4K | +$5.4K | 83.0% |
| Larson Financial Group LLC | 299 | +141 | $8.1K | +$4.5K | 89.2% |
| Cullen/Frost Bankers, Inc. | 675 | +49 | $18.2K | +$3.9K | 7.8% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 308,126 | +113,733 | $8.3K | +$3.9K | 58.5% |
| CIBC Private Wealth Group LLC | 437 | +37 | $11.8K | +$2.7K | 9.3% |
| Marquette Asset Management, LLC | 169 | +74 | $4.6K | +$2.4K | 77.9% |
| ROTHSCHILD INVESTMENT LLC | 231 | +61 | $6.2K | +$2.3K | 35.9% |
| NISA INVESTMENT ADVISORS, LLC | 483 | +8 | $13.0K | +$2.2K | 1.7% |
| Parallel Advisors, LLC | 72 | +6 | $1.9K | +$435 | 9.1% |
| MassMutual Private Wealth & Trust, FSB | 55 | +5 | $1.5K | +$341 | 10.0% |
| State of Alaska, Department of Revenue | 10,921 | +9,885 | $293 | +$270 | 954.1% |
| CoreCap Advisors, LLC | 13 | +6 | $351 | +$191 | 85.7% |
| AMALGAMATED BANK | 917 | +51 | $25 | +$5 | 5.9% |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 306 | +73 | $8 | +$3 | 31.3% |
Reduced(101)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| BlackRock, Inc. | 3,307,506 | -46,596 | $89.3M | +$12.6M | -1.4% |
| DEUTSCHE BANK AG\ | 334,390 | -564,229 | $9.0M | -$11.5M | -62.8% |
| Toronado Partners, LLC | 290,549 | -296,891 | $7.8M | -$5.6M | -50.5% |
| G2 Investment Partners Management LLC | 37,000 | -245,316 | $999.0K | -$5.5M | -86.9% |
| GOLDMAN SACHS GROUP INC | 262,791 | -173,645 | $7.1M | -$2.9M | -39.8% |
| Nuveen, LLC | 598,606 | -5,326 | $16.2M | +$2.4M | -0.9% |
| BANK OF AMERICA CORP /DE/ | 227,228 | -128,468 | $6.1M | -$2.0M | -36.1% |
| Trexquant Investment LP | 65,137 | -88,761 | $1.8M | -$1.8M | -57.7% |
| EMERALD MUTUAL FUND ADVISERS TRUST | 411,606 | -5,056 | $11.1M | +$1.6M | -1.2% |
| Royal Bank of Canada | 52,445 | -65,757 | $1.4M | -$1.6M | -55.6% |
| AQR CAPITAL MANAGEMENT LLC | 590,000 | -172,380 | $15.9M | -$1.5M | -22.6% |
| BOOTHBAY FUND MANAGEMENT, LLC | 9,971 | -61,452 | $269.2K | -$1.4M | -86.0% |
| CITADEL ADVISORS LLC | 87,799 | -71,876 | $2.4M | -$1.3M | -45.0% |
| VestGen Advisors, LLC | 245,546 | -97,179 | $6.6M | -$1.2M | -28.4% |
| PRUDENTIAL FINANCIAL INC | 24,030 | -48,639 | $648.8K | -$1.0M | -66.9% |
| HENNESSY ADVISORS INC | 365,800 | -23,800 | $9.9M | +$966.4K | -6.1% |
| NORTHERN TRUST CORP | 254,162 | -6,139 | $6.9M | +$909.3K | -2.4% |
| Hillsdale Investment Management Inc. | 228,400 | -3,400 | $6.2M | +$865.5K | -1.5% |
| ESSEX INVESTMENT MANAGEMENT CO LLC | 231,424 | -4,358 | $6.2M | +$856.1K | -1.8% |
| JACOBS ASSET MANAGEMENT, LLC | 134,481 | -61,035 | $3.6M | -$840.5K | -31.2% |
| MORGAN STANLEY | 227,723 | -77,116 | $6.1M | -$823.1K | -25.3% |
| ROYCE & ASSOCIATES LP | 291,334 | -16,668 | $7.9M | +$822.0K | -5.4% |
| Y-Intercept (Hong Kong) Ltd | 66,800 | -47,651 | $1.8M | -$813.9K | -41.6% |
| JANUS HENDERSON GROUP PLC | 12,300 | -36,698 | $332.2K | -$788.6K | -74.9% |
| PICTON MAHONEY ASSET MANAGEMENT | 29,191 | -10,149 | $788.2K | +$787.3K | -25.8% |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 69,494 | -22,737 | $1.4M | -$674.3K | -24.6% |
| Sigma Planning Corp | 9,435 | -30,227 | $254.7K | -$652.3K | -76.2% |
| Qube Research & Technologies Ltd | 646,788 | -90,049 | $17.5M | +$611.8K | -12.2% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 88,769 | -42,475 | $2.4M | -$604.8K | -32.4% |
| JANE STREET GROUP, LLC | 45,586 | -33,259 | $1.2M | -$572.4K | -42.2% |
| PEAK6 LLC | 35,000 | -27,700 | $945.0K | -$571.1K | -44.2% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 231,931 | -19,977 | $6.3M | +$501.0K | -7.9% |
| Pacer Advisors, Inc. | 118,151 | -41,019 | $3.2M | -$450.1K | -25.8% |
| Arax Advisory Partners | 33 | -17,404 | $891 | -$397.9K | -99.8% |
| GREAT LAKES ADVISORS, LLC | 54,207 | -25,194 | $1.5M | -$352.3K | -31.7% |
| AMERICAN CENTURY COMPANIES INC | 99,645 | -4,008 | $2.7M | +$319.9K | -3.9% |
| BROWN ADVISORY INC | 67,046 | -63 | $1.8M | +$275.5K | -0.1% |
| MACKENZIE FINANCIAL CORP | 76,673 | -2,296 | $2.0M | +$240.9K | -2.9% |
| GLOBEFLEX CAPITAL L P | 49,969 | 0 | $1.3M | +$206.4K | 0.0% |
| First Eagle Investment Management, LLC | 251,957 | -36,500 | $6.8M | +$205.8K | -12.7% |
| Russell Investments Group, Ltd. | 65,730 | -3,352 | $1.8M | +$177.4K | -4.8% |
| Cerity Partners LLC | 10,213 | -9,507 | $275.8K | -$175.2K | -48.2% |
| VICTORY CAPITAL MANAGEMENT INC | 45,242 | -15,642 | $1.2M | -$170.9K | -25.7% |
| Verition Fund Management LLC | 38,311 | -739 | $1.0M | +$141.3K | -1.9% |
| Gotham Asset Management, LLC | 51,835 | -15,160 | $1.4M | -$132.6K | -22.6% |
| LPL Financial LLC | 13,431 | -8,013 | $362.6K | -$127.8K | -37.4% |
| State of Wyoming | 8,155 | -7,028 | $220.2K | -$127.0K | -46.3% |
| ALLIANCEBERNSTEIN L.P. | 109,430 | -14,750 | $3.0M | +$114.6K | -11.9% |
| Horizon Investment Services, LLC | 25,337 | -8,930 | $684.1K | -$99.6K | -26.1% |
| IEQ CAPITAL, LLC | 65,987 | -15,607 | $1.8M | -$84.4K | -19.1% |
| BNP PARIBAS FINANCIAL MARKETS | 23,026 | -7,708 | $621.7K | -$81.2K | -25.1% |
| KLP KAPITALFORVALTNING AS | 23,400 | -700 | $631.8K | +$80.6K | -2.9% |
| STRS OHIO | 24,300 | -1,100 | $656.1K | +$75.2K | -4.3% |
| MetLife Investment Management, LLC | 16,145 | 0 | $435.9K | +$66.7K | 0.0% |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 27,348 | -1,950 | $735.9K | +$65.9K | -6.7% |
| MBL Wealth, LLC | 30,025 | -2,975 | $810.7K | +$56.0K | -9.0% |
| CITIGROUP INC | 26,222 | -2,371 | $708.0K | +$54.1K | -8.3% |
| RHUMBLINE ADVISERS | 36,925 | -4,707 | $997.0K | +$44.9K | -11.3% |
| AVIVA PLC | 18,777 | -1,603 | $507.0K | +$40.9K | -7.9% |
| Strategic Blueprint, LLC | 9,747 | -15 | $263.2K | +$39.9K | -0.1% |
| AlphaQuest LLC | 8,684 | -3,290 | $234.5K | -$39.4K | -27.5% |
| BOKF, NA | 9,139 | -52 | $246.8K | +$36.6K | -0.6% |
| XTX Topco Ltd | 19,534 | -2,016 | $527.4K | +$34.6K | -9.3% |
| Police & Firemen's Retirement System of New Jersey | 7,650 | 0 | $206.6K | +$31.6K | 0.0% |
| Asset Management One Co., Ltd. | 3,139 | -1,815 | $83.8K | -$29.5K | -36.6% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 8,852 | -321 | $239.0K | +$29.2K | -3.5% |
| NEW YORK STATE COMMON RETIREMENT FUND | 6,983 | 0 | $188.5K | +$28.8K | 0.0% |
| Quarry LP | 202 | -1,269 | $5.5K | -$28.2K | -86.3% |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 5,178 | 0 | $139.8K | +$21.4K | 0.0% |
| OSAIC HOLDINGS, INC. | 518 | -750 | $14.0K | -$15.5K | -59.1% |
| Versant Capital Management, Inc | 490 | -663 | $13.2K | -$13.1K | -57.5% |
| Ameritas Investment Partners, Inc. | 2,319 | 0 | $62.6K | +$9.6K | 0.0% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 19,264 | -1,948 | $481.0K | +$9.5K | -9.2% |
| TEACHER RETIREMENT SYSTEM OF TEXAS | 58,465 | -10,881 | $1.6M | -$7.4K | -15.7% |
| INTECH INVESTMENT MANAGEMENT LLC | 11,109 | -1,843 | $299.9K | +$3.7K | -14.2% |
| QUADRANT CAPITAL GROUP LLC | 872 | 0 | $23.5K | +$3.6K | 0.0% |
| State of Tennessee, Department of Treasury | 10,245 | -45 | $232.6K | -$2.8K | -0.4% |
| True Wealth Design, LLC | 217 | -133 | $5.9K | -$2.1K | -38.0% |
| Steward Partners Investment Advisory, LLC | 400 | 0 | $10.8K | +$1.7K | 0.0% |
| Stone House Investment Management, LLC | 42 | -66 | $1.1K | -$1.3K | -61.1% |
| ACADIAN ASSET MANAGEMENT LLC | 836,928 | -107,002 | $22.6K | +$1.0K | -11.3% |
| BROWN BROTHERS HARRIMAN & CO | 204 | 0 | $5.5K | +$843 | 0.0% |
| Optiver Holding B.V. | 188 | 0 | $5.1K | +$776 | 0.0% |
| MAI Capital Management | 17 | -35 | $459 | -$731 | -67.3% |
| ALGERT GLOBAL LLC | 31,253 | -34,560 | $844 | -$661 | -52.5% |
| EverSource Wealth Advisors, LLC | 806 | -160 | $21.8K | -$331 | -16.6% |
| Colonial Trust Co / SC | 128 | 0 | $3.4K | +$317 | 0.0% |
| Sunbelt Securities, Inc. | 21 | -13 | $567 | -$211 | -38.2% |
| Jackson Creek Investment Advisors LLC | 63,853 | -2,363 | $1.7K | +$210 | -3.6% |
| WealthCollab, LLC | 51 | 0 | $1.4K | +$210 | 0.0% |
| SBI Securities Co., Ltd. | 133 | -31 | $3.6K | -$160 | -18.9% |
| CWM, LLC | 28,626 | -10,552 | $773 | -$123 | -26.9% |
| Parkside Financial Bank & Trust | 25 | 0 | $675 | +$103 | 0.0% |
| TD Capital Management LLC | 20 | 0 | $540 | +$83 | 0.0% |
| Employees Retirement System of Texas | 8,640 | 0 | $233 | +$35 | 0.0% |
| US BANCORP \DE\ | 8 | 0 | $216 | +$33 | 0.0% |
| CANADA LIFE ASSURANCE Co | 3,079 | 0 | $83 | +$11 | 0.0% |
| PNC Financial Services Group, Inc. | 69 | -12 | $1.9K | +$11 | -14.8% |
| HUNTINGTON NATIONAL BANK | 1 | 0 | $27 | +$4 | 0.0% |
| Covestor Ltd | 1,244 | -132 | $34 | +$2 | -9.6% |
| TUDOR INVESTMENT CORP ET AL | 91,338 | 0 | $2.1M | $0 | 0.0% |