13F QoQ Ownership Changes
EVR Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 90 new · 202 added · 340 reduced · 84 exited
New Positions(90)
Added To(202)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| FMR LLC | 1,256,242 | +405,800 | $427.4M | +$140.6M | 47.7% |
| MILLENNIUM MANAGEMENT LLC | 540,446 | +295,375 | $183.9M | +$101.2M | 120.5% |
| Holocene Advisors, LP | 239,600 | +229,674 | $81.5M | +$78.2M | 2313.9% |
| NORGES BANK | 482,617 | +55,194 | $164.2M | +$55.9M | 12.9% |
| Junto Capital Management LP | 221,995 | +145,477 | $75.5M | +$49.7M | 190.1% |
| TREMBLANT CAPITAL GROUP | 145,646 | +130,737 | $49.6M | +$44.5M | 876.9% |
| GOLDMAN SACHS GROUP INC | 442,246 | +115,753 | $150.5M | +$40.3M | 35.5% |
| NEUBERGER BERMAN GROUP LLC | 180,304 | +115,719 | $61.3M | +$39.6M | 179.2% |
| Artemis Investment Management LLP | 205,687 | +94,043 | $70.0M | +$32.3M | 84.2% |
| CITADEL ADVISORS LLC | 113,242 | +75,442 | $38.5M | +$25.8M | 199.6% |
| Rockefeller Capital Management L.P. | 175,092 | +74,043 | $59.6M | +$25.5M | 73.3% |
| MORGAN STANLEY | 686,603 | +66,527 | $233.6M | +$24.5M | 10.7% |
| AMERICAN CENTURY COMPANIES INC | 111,164 | +59,902 | $37.8M | +$20.5M | 116.8% |
| Driehaus Capital Management LLC | 86,785 | +49,805 | $29.5M | +$17.1M | 134.7% |
| Covea Finance | 103,900 | +49,100 | $35.4M | +$16.9M | 89.6% |
| Schonfeld Strategic Advisors LLC | 53,638 | +46,381 | $18.3M | +$15.8M | 639.1% |
| Interval Partners, LP | 71,385 | +44,885 | $24.3M | +$15.3M | 169.4% |
| TD Asset Management Inc | 1,214,726 | +32,270 | $413.3M | +$14.4M | 2.7% |
| Bridgewater Associates, LP | 108,425 | +37,142 | $36.9M | +$12.8M | 52.1% |
| BlackRock, Inc. | 3,459,048 | +3,478 | $1.18B | +$11.3M | 0.1% |
| Ceredex Value Advisors LLC | 100,310 | +26,885 | $34.1M | +$9.4M | 36.6% |
| JANUS HENDERSON GROUP PLC | 93,055 | +23,199 | $31.7M | +$8.1M | 33.2% |
| TimesSquare Capital Management, LLC | 168,674 | +19,988 | $57.4M | +$7.2M | 13.4% |
| Freestone Grove Partners LP | 46,776 | +19,464 | $15.9M | +$6.7M | 71.3% |
| Waratah Capital Advisors Ltd. | 27,010 | +16,109 | $9.2M | +$5.5M | 147.8% |
| Transamerica Financial Advisors, LLC | 14,438 | +13,411 | $4.9M | +$4.6M | 1305.8% |
| DIMENSIONAL FUND ADVISORS LP | 531,976 | +7,679 | $181.0M | +$4.1M | 1.5% |
| CANADA PENSION PLAN INVESTMENT BOARD | 86,520 | +10,313 | $29.4M | +$3.7M | 13.5% |
| AGF MANAGEMENT LTD | 59,927 | +10,291 | $20.4M | +$3.6M | 20.7% |
| Kingsview Wealth Management, LLC | 10,572 | +9,973 | $3.6M | +$3.4M | 1664.9% |
| Walleye Trading LLC | 11,174 | +8,516 | $3.8M | +$2.9M | 320.4% |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 14,450 | +8,270 | $4.9M | +$2.8M | 133.8% |
| Cinctive Capital Management LP | 32,661 | +8,054 | $11.1M | +$2.8M | 32.7% |
| Ransom Advisory, Ltd | 16,050 | +12,700 | $3.7M | +$2.6M | 379.1% |
| Jefferies Financial Group Inc. | 8,277 | +7,405 | $2.8M | +$2.5M | 849.2% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 267,190 | +4,026 | $90.9M | +$2.1M | 1.5% |
| FIRST TRUST ADVISORS LP | 29,139 | +5,347 | $9.9M | +$1.9M | 22.5% |
| RENAISSANCE TECHNOLOGIES LLC | 13,600 | +5,100 | $4.6M | +$1.8M | 60.0% |
| D. E. Shaw & Co., Inc. | 15,800 | +4,800 | $5.4M | +$1.7M | 43.6% |
| DEUTSCHE BANK AG\ | 13,680 | +4,232 | $4.7M | +$1.5M | 44.8% |
| PEREGRINE CAPITAL MANAGEMENT LLC | 40,846 | +3,756 | $13.9M | +$1.4M | 10.1% |
| Triasima Portfolio Management inc. | 13,096 | +3,668 | $4.5M | +$1.3M | 38.9% |
| Walleye Capital LLC | 96,306 | +2,666 | $32.8M | +$1.2M | 2.8% |
| Vestmark Advisory Solutions, Inc. | 5,749 | +3,090 | $2.0M | +$1.1M | 116.2% |
| Quantinno Capital Management LP | 113,479 | +1,901 | $38.6M | +$973.6K | 1.7% |
| M&T Bank Corp | 3,552 | +2,466 | $1.2M | +$842.2K | 227.1% |
| AlphaQuest LLC | 3,127 | +2,455 | $1.1M | +$837.3K | 365.3% |
| Advisors Asset Management, Inc. | 9,065 | +2,396 | $3.1M | +$834.8K | 35.9% |
| California Public Employees Retirement System | 70,164 | +1,805 | $23.9M | +$814.4K | 2.6% |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 78,805 | +1,723 | $26.8M | +$812.1K | 2.2% |
| BRAUN STACEY ASSOCIATES INC | 110,391 | +1,408 | $37.6M | +$798.4K | 1.3% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 14,959 | +32 | $5.6M | +$768.5K | 0.2% |
| TUDOR INVESTMENT CORP ET AL | 3,000 | +2,200 | $1.0M | +$750.9K | 275.0% |
| STIFEL FINANCIAL CORP | 36,865 | +1,875 | $12.5M | +$740.7K | 5.3% |
| Mariner, LLC | 20,350 | +1,793 | $6.9M | +$673.5K | 9.7% |
| AVIVA PLC | 3,255 | +1,812 | $1.1M | +$620.8K | 125.6% |
| Swiss National Bank | 76,080 | +1,080 | $25.9M | +$587.2K | 1.4% |
| Sequoia Financial Advisors, LLC | 16,577 | +1,538 | $5.6M | +$567.1K | 10.2% |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 36,081 | +1,235 | $12.3M | +$522.3K | 3.5% |
| TD Waterhouse Canada Inc. | 13,508 | +979 | $4.6M | +$446.1K | 7.8% |
| ALLIANCEBERNSTEIN L.P. | 61,399 | +780 | $20.9M | +$443.0K | 1.3% |
| Verdence Capital Advisors LLC | 33,157 | +341 | $11.3M | +$442.6K | 1.0% |
| CASTLEARK MANAGEMENT LLC | 32,046 | +960 | $10.9M | +$417.7K | 3.1% |
| LPL Financial LLC | 23,187 | +994 | $7.9M | +$403.5K | 4.5% |
| Inspire Investing, LLC | 8,309 | +1,016 | $2.8M | +$367.1K | 13.9% |
| Vise Technologies, Inc. | 1,808 | +1,051 | $615.2K | +$359.8K | 138.8% |
| State of Tennessee, Department of Treasury | 14,734 | +369 | $5.2M | +$359.5K | 2.6% |
| Focus Partners Wealth | 26,063 | +400 | $8.9M | +$357.4K | 1.6% |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 12,896 | +921 | $4.4M | +$348.5K | 7.7% |
| Amundi | 10,367 | +583 | $3.5M | +$342.3K | 6.0% |
| Jackson Wealth Management, LLC | 40,105 | +647 | $13.6M | +$336.0K | 1.6% |
| Horizon Investments, LLC | 947 | +939 | $322.2K | +$319.5K | 11737.5% |
| Consolidated Planning Corp | 8,325 | +786 | $2.8M | +$289.6K | 10.4% |
| Advisory Services Network, LLC | 16,495 | +713 | $5.6M | +$288.9K | 4.5% |
| BRIDGES INVESTMENT MANAGEMENT INC | 14,207 | +702 | $4.8M | +$278.4K | 5.2% |
| INTECH INVESTMENT MANAGEMENT LLC | 5,556 | +758 | $1.9M | +$272.0K | 15.8% |
| NewEdge Advisors, LLC | 1,740 | +778 | $592.0K | +$267.5K | 80.9% |
| Summit Trail Advisors, LLC | 6,574 | +706 | $2.2M | +$257.4K | 12.0% |
| FLAGSHIP HARBOR ADVISORS, LLC | 2,084 | +98 | $434.3K | -$235.5K | 4.9% |
| NATIONAL BANK OF CANADA /FI/ | 1,145 | +626 | $389.7K | +$214.8K | 120.6% |
| AXXCESS WEALTH MANAGEMENT, LLC | 20,642 | +447 | $7.0M | +$211.2K | 2.2% |
| Global Retirement Partners, LLC | 1,105 | +608 | $375.9K | +$208.1K | 122.3% |
| Empowered Funds, LLC | 1,728 | +598 | $588.0K | +$206.8K | 52.9% |
| Corient Private Wealth LLC | 43,424 | +33,772 | $3.5M | +$206.6K | 349.9% |
| MGO ONE SEVEN LLC | 2,670 | +569 | $908.5K | +$199.8K | 27.1% |
| Fieldview Capital Management, LLC | 1,787 | +575 | $608.0K | +$199.2K | 47.4% |
| Cambria Investment Management, L.P. | 1,222 | +578 | $415.8K | +$198.6K | 89.8% |
| CENTRAL TRUST Co | 689 | +579 | $234.4K | +$197.3K | 526.4% |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 36,523 | +241 | $12.4M | +$188.3K | 0.7% |
| Wealthspire Advisors, LLC | 1,457 | +543 | $495.7K | +$187.4K | 59.4% |
| Vanguard Personalized Indexing Management, LLC | 11,932 | +450 | $4.1M | +$186.8K | 3.9% |
| Pier Capital, LLC | 2,593 | +522 | $882.3K | +$183.7K | 25.2% |
| Focus Partners Advisor Solutions, LLC | 3,939 | +271 | $1.3M | +$169.4K | 7.4% |
| Kera Capital Partners, Inc. | 2,095 | +394 | $740.1K | +$166.3K | 23.2% |
| STRS OHIO | 54,883 | +2 | $18.7M | +$161.5K | 0.0% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 1,151 | +456 | $391.6K | +$157.2K | 65.6% |
| JONES FINANCIAL COMPANIES LLLP | 1,701 | +441 | $578.7K | +$147.3K | 35.0% |
| KLP KAPITALFORVALTNING AS | 8,460 | +360 | $2.9M | +$146.2K | 4.4% |
| Farther Finance Advisors, LLC | 804 | +398 | $273.6K | +$136.6K | 98.0% |
| Morse Asset Management, Inc | 38,674 | +64 | $13.2M | +$134.9K | 0.2% |
| Elevated Capital Advisors, LLC | 1,502 | +387 | $511.0K | +$134.8K | 34.7% |
| Pictet Asset Management Holding SA | 5,863 | +328 | $2.0M | +$127.8K | 5.9% |
| Lido Advisors, LLC | 1,121 | +375 | $379.5K | +$127.8K | 50.3% |
| PRINCETON CAPITAL MANAGEMENT LLC | 6,683 | +275 | $2.3M | +$112.3K | 4.3% |
| Net Worth Advisory Group | 1,652 | +318 | $562.1K | +$112.0K | 23.8% |
| Waverly Advisors, LLC | 992 | +315 | $337.5K | +$109.2K | 46.5% |
| SBI Securities Co., Ltd. | 301 | +300 | $102.4K | +$102.1K | 30000.0% |
| BLAIR WILLIAM & CO/IL | 13,118 | +181 | $4.5M | +$99.2K | 1.4% |
| GATEWAY INVESTMENT ADVISERS LLC | 1,326 | +276 | $451.2K | +$97.0K | 26.3% |
| Chicago Partners Investment Group LLC | 1,546 | +98 | $559.7K | +$93.8K | 6.8% |
| Cadence Bank | 6,168 | +224 | $2.1M | +$93.6K | 3.8% |
| Joel Isaacson & Co., LLC | 1,021 | +261 | $347.3K | +$91.0K | 34.3% |
| COLDSTREAM CAPITAL MANAGEMENT INC | 3,237 | +220 | $1.1M | +$83.7K | 7.3% |
| Great Diamond Partners, LLC | 3,887 | +212 | $1.3M | +$82.9K | 5.8% |
| HighTower Advisors, LLC | 6,655 | +187 | $2.3M | +$82.2K | 2.9% |
| RITHOLTZ WEALTH MANAGEMENT | 1,505 | +229 | $511.9K | +$81.7K | 17.9% |
| Monument Capital Management | 7,114 | +176 | $2.4M | +$80.2K | 2.5% |
| WHITTIER TRUST CO | 896 | +99 | $335.1K | +$72.9K | 12.4% |
| GAMMA Investing LLC | 1,242 | +193 | $422.6K | +$68.7K | 18.4% |
| US BANCORP \DE\ | 11,993 | +75 | $4.1M | +$60.4K | 0.6% |
| Fielder Capital Group LLC | 1,395 | +161 | $474.6K | +$58.4K | 13.0% |
| Wedmont Private Capital | 915 | +35 | $341.3K | +$56.1K | 4.0% |
| Pallas Capital Advisors LLC | 6,690 | +104 | $2.3M | +$54.7K | 1.6% |
| Dundas Partners LLP | 1,069 | +152 | $363.7K | +$54.4K | 16.6% |
| HAGER INVESTMENT MANAGEMENT SERVICES, LLC | 7,787 | +91 | $2.6M | +$53.5K | 1.2% |
| HB Wealth Management, LLC | 2,202 | +119 | $749.2K | +$46.6K | 5.7% |
| Meeder Advisory Services, Inc. | 872 | +128 | $296.6K | +$45.7K | 17.2% |
| UMB Bank, n.a. | 529 | +126 | $180.0K | +$44.1K | 31.3% |
| Freedom Day Solutions, LLC | 4,321 | +89 | $1.5M | +$42.5K | 2.1% |
| TRANSCEND CAPITAL ADVISORS, LLC | 1,091 | +116 | $371.2K | +$42.3K | 11.9% |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 8,653 | +49 | $2.9M | +$41.9K | 0.6% |
| Compound Planning, Inc. | 1,152 | +111 | $392.0K | +$40.8K | 10.7% |
| HANCOCK WHITNEY CORP | 7,205 | +40 | $2.5M | +$34.6K | 0.6% |
| Abel Hall, LLC | 763 | +95 | $259.6K | +$34.3K | 14.2% |
| Swedbank AB | 3,070 | +70 | $1.0M | +$32.6K | 2.3% |
| INTRUST BANK NA | 2,968 | +70 | $1.0M | +$32.3K | 2.4% |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 7,759 | +27 | $2.6M | +$31.8K | 0.3% |
| HUB Investment Partners, LLC | 718 | +81 | $244.4K | +$29.5K | 12.7% |
| PenderFund Capital Management Ltd. | 3,060 | +60 | $1.0M | +$29.2K | 2.0% |
| &PARTNERS | 969 | +76 | $329.7K | +$28.3K | 8.5% |
| BENJAMIN EDWARDS INC | 857 | +70 | $291.6K | +$26.1K | 8.9% |
| Prestige Wealth Management Group LLC | 126 | +105 | $32.5K | +$25.4K | 500.0% |
| Versant Capital Management, Inc | 623 | +69 | $212.0K | +$25.1K | 12.4% |
| EverSource Wealth Advisors, LLC | 1,774 | +58 | $603.6K | +$24.7K | 3.4% |
| Dakota Wealth Management | 1,707 | +54 | $580.8K | +$23.0K | 3.3% |
| CROBAN | 5,375 | +21 | $1.8M | +$22.8K | 0.4% |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 4,760 | +26 | $1.6M | +$22.7K | 0.5% |
| WADDELL & ASSOCIATES, LLC | 1,113 | +55 | $378.7K | +$21.8K | 5.2% |
| CERTUITY, LLC | 1,244 | +51 | $423.5K | +$21.2K | 4.3% |
| Crossmark Global Holdings, Inc. | 2,303 | +40 | $783.6K | +$20.2K | 1.8% |
| TORONTO DOMINION BANK | 1,734 | +64 | $589.0K | +$20.0K | 3.8% |
| Cypress Capital, LLC | 694 | +53 | $236.1K | +$19.9K | 8.3% |
| JOHNSON INVESTMENT COUNSEL INC | 1,441 | +44 | $490.3K | +$19.1K | 3.1% |
| Merit Financial Group, LLC | 3,749 | +22 | $1.3M | +$18.4K | 0.6% |
| Callan Family Office, LLC | 1,497 | +38 | $509.4K | +$17.2K | 2.6% |
| Atria Investments, Inc | 3,146 | +21 | $1.1M | +$16.3K | 0.7% |
| Tidal Investments LLC | 1,011 | +38 | $344.0K | +$15.8K | 3.9% |
| First Eagle Investment Management, LLC | 4,101 | +11 | $1.4M | +$15.7K | 0.3% |
| CIBC WORLD MARKET INC. | 937 | +38 | $318.8K | +$15.6K | 4.2% |
| Trivant Custom Portfolio Group, LLC | 3,607 | +14 | $1.2M | +$15.3K | 0.4% |
| Vident Advisory, LLC | 2,655 | +22 | $903.4K | +$15.2K | 0.8% |
| Parcion Private Wealth LLC | 837 | +36 | $284.8K | +$14.6K | 4.5% |
| Sivia Capital Partners, LLC | 1,311 | +31 | $446.1K | +$14.3K | 2.4% |
| STEPHENS INC /AR/ | 1,136 | +28 | $386.5K | +$12.8K | 2.5% |
| Optimize Financial Inc | 1,436 | +20 | $488.6K | +$11.0K | 1.4% |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 206,557 | +30,565 | $70.3K | +$10.9K | 17.4% |
| LORD, ABBETT & CO. LLC | 381,901 | +27,793 | $129.9K | +$10.5K | 7.8% |
| Brown Miller Wealth Management, LLC | 827 | +20 | $281.4K | +$9.2K | 2.5% |
| Smartleaf Asset Management LLC | 208 | +23 | $71.7K | +$8.7K | 12.4% |
| Argent Trust Co | 687 | +18 | $233.8K | +$8.1K | 2.7% |
| GREENLEAF TRUST | 1,701 | +4 | $578.8K | +$6.3K | 0.2% |
| SYM FINANCIAL Corp | 759 | +12 | $258.3K | +$6.3K | 1.6% |
| OPPENHEIMER & CO INC | 848 | +6 | $288.5K | +$4.5K | 0.7% |
| Larson Financial Group LLC | 41 | +13 | $14.0K | +$4.5K | 46.4% |
| EARNED WEALTH ADVISORS, LLC | 716 | +7 | $243.5K | +$4.5K | 1.0% |
| SIGNATUREFD, LLC | 231 | +9 | $78.6K | +$3.7K | 4.0% |
| SJS Investment Consulting Inc. | 115 | +10 | $39.1K | +$3.7K | 9.5% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 617,332 | +5,513 | $210.0K | +$3.7K | 0.9% |
| Manchester Capital Management LLC | 60 | +10 | $20.4K | +$3.5K | 20.0% |
| Root Financial Partners, LLC | 204 | +8 | $69.4K | +$3.3K | 4.1% |
| JFS WEALTH ADVISORS, LLC | 37 | +8 | $12.6K | +$2.8K | 27.6% |
| North Star Investment Management Corp. | 10 | +8 | $3.4K | +$2.7K | 400.0% |
| Activest Wealth Management | 24 | +7 | $8.2K | +$2.4K | 41.2% |
| ELEVATION WEALTH PARTNERS, LLC | 13 | +7 | $4.4K | +$2.4K | 116.7% |
| HOHIMER WEALTH MANAGEMENT, LLC | 623 | +1 | $212.0K | +$2.2K | 0.2% |
| Wealth Watch Advisors, INC | 16 | +6 | $5.4K | +$2.1K | 60.0% |
| VAN ECK ASSOCIATES CORP | 34,698 | +5,635 | $11.8K | +$2.0K | 19.4% |
| FIRST HORIZON CORP | 174 | +3 | $59.2K | +$1.5K | 1.8% |
| ALGERT GLOBAL LLC | 10,099 | +4,340 | $3.4K | +$1.5K | 75.4% |
| Vestcor Inc | 4,586 | +3,957 | $1.6K | +$1.3K | 629.1% |
| HUNTINGTON NATIONAL BANK | 171 | +2 | $58.2K | +$1.2K | 1.2% |
| FARMERS & MERCHANTS INVESTMENTS INC | 33 | +2 | $11.2K | +$771 | 6.5% |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 48,162 | +1,843 | $16.4K | +$763 | 4.0% |
| Thrivent Financial for Lutherans | 23,194 | +1,775 | $7.9K | +$667 | 8.3% |
| Handelsbanken Fonder AB | 10,657 | +1,520 | $3.6K | +$544 | 16.6% |
| Rialto Wealth Management, LLC | 12 | +1 | $4.1K | +$372 | 9.1% |
| Hurley Capital, LLC | 87 | +1 | $29.4K | +$326 | 1.2% |
| SG Americas Securities, LLC | 2,584 | +505 | $879 | +$178 | 24.3% |
| APPLETON PARTNERS INC/MA | 30,704 | +66 | $10.4K | +$112 | 0.2% |
| HANTZ FINANCIAL SERVICES, INC. | 636 | +269 | $216 | +$92 | 73.3% |
| Janney Montgomery Scott LLC | 2,710 | +24 | $922 | +$16 | 0.9% |
| Avion Wealth | 5 | +3 | $1 | +$1 | 150.0% |