FCHI8,141.92-0.19%
GDAXI24,083.53-0.19%
DJI49,167.79-0.13%
XLE56.820.09%
STOXX50E5,860.32-0.39%
XLF51.73-0.15%
FTSE10,321.09-0.56%
IXIC24,887.100.20%
RUT2,788.190.04%
GSPC7,173.910.12%
Temp30.1°C
UV3.9
Feels35.2°C
Humidity59%
Wind11.9 km/h
Air QualityAQI 1
Cloud Cover25%
Rain0%
Sunrise06:00 AM
Sunset06:47 PM
Time4:19 PM
13F QoQ Ownership Changes

FATE Institutional Holders

Period 2025-12-31 · prior 2025-09-30 · 23 new · 32 added · 87 reduced · 20 exited

New Positions(23)

ManagerSharesΔ SharesValueΔ Value% Δ
Point72 Asset Management, L.P.1,527,986+1,527,986$1.5M+$1.5M
DAFNA Capital Management LLC550,000+550,000$540.4K+$540.4K
Connor, Clark & Lunn Investment Management Ltd.111,227+111,227$109.3K+$109.3K
State of Tennessee, Department of Treasury90,000+90,000$107.1K+$107.1K
Shay Capital LLC70,000+70,000$68.8K+$68.8K
MANUFACTURERS LIFE INSURANCE COMPANY, THE35,658+35,658$35.0K+$35.0K
COMMONWEALTH EQUITY SERVICES, LLC26,548+26,548$26.1K+$26.1K
Bronte Capital Management Pty Ltd.22,853+22,853$22.5K+$22.5K
NINE MASTS CAPITAL Ltd19,445+19,445$19.1K+$19.1K
Sagewood Asset Management LP15,003+15,003$14.7K+$14.7K
NEUBERGER BERMAN GROUP LLC13,950+13,950$13.7K+$13.7K
AlphaCore Capital LLC12,689+12,689$12.5K+$12.5K
IFP Advisors, Inc2,302+2,302$2.7K+$2.7K
SIMPLEX TRADING, LLC1,629+1,629$1.6K+$1.6K
Fortitude Family Office, LLC520+520$511+$511
Allworth Financial LP424+424$417+$417
GAMMA Investing LLC222+222$218+$218
Boreal Capital Management LLC100+100$98+$98
Farther Finance Advisors, LLC100+100$98+$98
Virtu Financial LLC68,871+68,871$68+$68
Leonteq Securities AG38+38$46+$46
Sunbelt Securities, Inc.30+30$29+$29
ROTHSCHILD INVESTMENT LLC27+27$27+$27

Added To(32)

ManagerSharesΔ SharesValueΔ Value% Δ
VANGUARD GROUP INC8,971,347+172,856$8.8M-$2.3M2.0%
RENAISSANCE TECHNOLOGIES LLC2,360,881+1,098,366$2.3M+$729.0K87.0%
TWO SIGMA INVESTMENTS, LP1,734,064+833,307$1.7M+$568.9K92.5%
TWO SIGMA ADVISERS, LP1,651,700+644,300$1.6M+$353.6K64.0%
AQR CAPITAL MANAGEMENT LLC1,162,005+30,591$1.1M-$283.8K2.7%
BARCLAYS PLC453,072+242,585$507.4K+$242.2K115.2%
Monaco Asset Management SAM830,000+60,000$815.6K-$154.6K7.8%
SUSQUEHANNA INTERNATIONAL GROUP, LLP386,091+207,164$379.2K+$153.7K115.8%
LPL Financial LLC169,816+145,900$166.9K+$136.7K610.0%
Privium Fund Management B.V.369,100+35,881$362.7K-$57.2K10.8%
JANE STREET GROUP, LLC842,807+226,246$828.1K+$51.3K36.7%
Assenagon Asset Management S.A.148,653+2,815$146.1K-$37.7K1.9%
BANK OF AMERICA CORP /DE/151,107+4,554$148.4K-$36.3K3.1%
Invesco Ltd.379,025+64,200$372.4K-$24.3K20.4%
Man Group plc261,172+41,514$256.6K-$20.1K18.9%
Focus Partners Wealth31,966+19,828$31.4K-$19.8K163.3%
CITIGROUP INC27,459+16,885$27.0K+$13.7K159.7%
Cerity Partners LLC52,489+1,672$51.6K-$12.5K3.3%
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.52,373+1,701$51.5K-$12.4K3.4%
BRIDGEWAY CAPITAL MANAGEMENT, LLC135,000+35,000$132.7K+$6.7K35.0%
BNP PARIBAS FINANCIAL MARKETS29,295+1,939$28.8K-$5.7K7.1%
Corient Private Wealth LLC29,830+106$29.3K-$4.0K0.3%
VICTORY CAPITAL MANAGEMENT INC12,628+28$12.4K-$3.5K0.2%
GROUP ONE TRADING LLC4,431+1,600$4.4K+$78756.5%
FMR LLC12,756+2,272$12.5K-$67621.7%
WELLS FARGO & COMPANY/MN172,283+38,444$169.3K+$64828.7%
EverSource Wealth Advisors, LLC2,133+16$2.1K-$5720.8%
CAPTRUST FINANCIAL ADVISORS25,534+6,045$25.1K+$53431.0%
ACADIAN ASSET MANAGEMENT LLC2,931,893+221,659$2.9K-$5348.2%
UBS Group AG403,524+88,765$396.7K+$6828.2%
SG Americas Securities, LLC38,913+24,013$38+$19161.2%
AMALGAMATED BANK3,417+505$3-$117.3%

Reduced(87)

ManagerSharesΔ SharesValueΔ Value% Δ
Redmile Group, LLC12,872,9460$12.6M-$3.6M0.0%
BlackRock, Inc.10,176,487-504,240$10.0M-$3.5M-4.7%
Vestal Point Capital, LP1,725,000-790,000$1.7M-$1.5M-31.4%
TANG CAPITAL MANAGEMENT LLC1,167,773-700,000$1.1M-$1.2M-37.5%
DIMENSIONAL FUND ADVISORS LP1,577,478-517,497$1.6M-$1.1M-24.7%
JOHNSON & JOHNSON3,379,0640$3.3M-$937.4K0.0%
STATE STREET CORP2,265,217-151,918$2.2M-$819.8K-6.3%
GEODE CAPITAL MANAGEMENT, LLC2,468,348-61,864$2.4M-$762.8K-2.4%
MILLENNIUM MANAGEMENT LLC522,617-441,254$513.5K-$701.0K-45.8%
Woodline Partners LP356,650-356,000$350.4K-$547.5K-50.0%
Schonfeld Strategic Advisors LLC192,682-351,905$189.3K-$496.8K-64.6%
GOLDMAN SACHS GROUP INC1,435,040-51,367$1.4M-$462.8K-3.5%
Graham Capital Management, L.P.195,579-273,492$192.2K-$398.9K-58.3%
CITADEL ADVISORS LLC782,536-93,109$768.9K-$334.4K-10.6%
NORTHERN TRUST CORP732,670-81,795$719.9K-$306.3K-10.0%
MORGAN STANLEY916,946-12,998$901.0K-$270.7K-1.4%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC784,628-1,293$771.0K-$219.3K-0.2%
Bruce & Co., Inc.729,1880$716.5K-$202.3K0.0%
XTX Topco Ltd364,738-73,180$358.4K-$193.4K-16.7%
Quadrature Capital Ltd298,082-79,275$292.9K-$182.6K-21.0%
Royal Bank of Canada9,502-149,025$9.0K-$165.0K-94.0%
DEUTSCHE BANK AG\91,679-65,480$89.8K-$108.2K-41.7%
Knott David M Jr365,0000$358.6K-$101.3K0.0%
Bank of New York Mellon Corp307,597-8,739$302.2K-$96.3K-2.8%
Nuveen, LLC336,8720$331.0K-$93.4K0.0%
IEQ CAPITAL, LLC121,501-16,060$119.4K-$53.9K-11.7%
ALLIANCEBERNSTEIN L.P.187,7000$184.4K-$52.1K0.0%
RHUMBLINE ADVISERS146,761-7,325$144.3K-$49.9K-4.8%
PRUDENTIAL FINANCIAL INC23,160-20,031$22.8K-$31.7K-46.4%
Vanguard Personalized Indexing Management, LLC50,947-13,296$50.1K-$30.9K-20.7%
Russell Investments Group, Ltd.9,300-19,376$9.1K-$27.0K-67.6%
JPMORGAN CHASE & CO43,436-6,980$42.7K-$20.8K-13.8%
INTECH INVESTMENT MANAGEMENT LLC51,660-4,656$50.8K-$20.2K-8.3%
Leo Wealth, LLC70,4390$69.2K-$19.5K0.0%
SEI INVESTMENTS CO67,643-78$66.5K-$18.9K-0.1%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC34,925-3,818$35.3K-$18.6K-9.8%
HighTower Advisors, LLC32,219-4,981$31.7K-$15.2K-13.4%
Mariner, LLC14,889-8,041$14.6K-$14.3K-35.1%
R Squared Ltd10,458-7,471$10.3K-$12.3K-41.7%
Creative Planning23,891-2,403$23.5K-$9.7K-9.1%
ProShare Advisors LLC19,872-2,831$19.5K-$9.1K-12.5%
NEW YORK STATE COMMON RETIREMENT FUND28,0150$27.5K-$7.8K0.0%
FPC INVESTMENT ADVISORY, INC.26,4560$26.0K-$7.3K0.0%
MERCER GLOBAL ADVISORS INC /ADV13,918-2,459$13.7K-$7.0K-15.0%
Pallas Capital Advisors LLC14,674-2,085$14.4K-$6.7K-12.4%
Voya Investment Management LLC22,5020$22.1K-$6.2K0.0%
Police & Firemen's Retirement System of New Jersey20,7680$20.4K-$5.8K0.0%
HBK Sorce Advisory LLC10,659-961$12.2K-$5.6K-8.3%
Quinn Opportunity Partners LLC20,0000$19.7K-$5.5K0.0%
Parametrica Management Ltd18,4720$18.2K-$5.1K0.0%
TIAA TRUST, NATIONAL ASSOCIATION17,5920$17.3K-$4.9K0.0%
Parcion Private Wealth LLC14,057-412$13.8K-$4.4K-2.8%
Tower Research Capital LLC (TRC)11,029-908$10.8K-$4.2K-7.6%
Narwhal Capital Management12,7000$12.5K-$3.5K0.0%
Sterling Capital Management LLC6,268-1,236$6.2K-$3.3K-16.5%
LOS ANGELES CAPITAL MANAGEMENT LLC95,1850$122.8K+$2.9K0.0%
Legal & General Group Plc10,3980$10.2K-$2.8K0.0%
Westmount Partners, LLC10,0980$9.9K-$2.7K0.0%
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM6,686-573$6.6K-$2.6K-7.9%
OSAIC HOLDINGS, INC.645-2,140$631-$2.5K-76.8%
Optiver Holding B.V.1,132-1,659$1.1K-$2.4K-59.4%
Ameritas Investment Partners, Inc.8,3580$8.2K-$2.3K0.0%
Clearstead Advisors, LLC18-1,268$18-$1.6K-98.6%
Dunhill Financial, LLC3,1800$3.1K-$8820.0%
FEDERATED HERMES, INC.3,0150$3.0K-$8360.0%
Geneos Wealth Management Inc.1,8000$1.8K-$5040.0%
PNC Financial Services Group, Inc.1,4800$1.5K-$4120.0%
SBI Securities Co., Ltd.1,322-15$1.3K-$386-1.1%
NISA INVESTMENT ADVISORS, LLC1,3310$1.3K-$3690.0%
Physician Wealth Advisors, Inc.1,0940$1.1K-$3040.0%
True Wealth Design, LLC280-165$276-$285-37.1%
Parkside Financial Bank & Trust6700$659-$1860.0%
GSA CAPITAL PARTNERS LLP213,645-97,181$210-$182-31.3%
MARK SHEPTOFF FINANCIAL PLANNING, LLC3000$295-$830.0%
Hilltop National Bank2850$280-$790.0%
ALBION FINANCIAL GROUP /UT2250$222-$620.0%
CWM, LLC51,789-14,304$51-$32-21.6%
HRT FINANCIAL LP48,544-12,333$47-$29-20.3%
Federation des caisses Desjardins du Quebec950$93-$270.0%
JONES FINANCIAL COMPANIES LLLP9000$884-$160.0%
PRICE T ROWE ASSOCIATES INC /MD/54,4700$54-$150.0%
Caitlin John, LLC400$39-$110.0%
Thrivent Financial for Lutherans34,1050$34-$90.0%
CANADA LIFE ASSURANCE Co24,419-5,255$24-$6-17.7%
Turning Point Benefit Group, Inc.140$13-$40.0%
Smartleaf Asset Management LLC350$34-$10.0%
Avion Wealth6250$0$00.0%

Sold Out(20)

ManagerSharesΔ SharesValueΔ Value% Δ
Wilshire Advisors LLC0-8,486,822$0-$10.7M
JACOBS LEVY EQUITY MANAGEMENT, INC0-814,639$0-$1.0M
AMERIPRISE FINANCIAL INC0-261,671$0-$329.7K
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO0-113,655$0-$143.2K
Atom Investors LP0-110,231$0-$138.9K
HSBC HOLDINGS PLC0-97,802$0-$119.3K
Torrey Growth & Income Advisors0-67,522$0-$85.1K
Savant Capital, LLC0-35,968$0-$45.3K
China Universal Asset Management Co., Ltd.0-20,216$0-$25.5K
TITLEIST ASSET MANAGEMENT, LLC0-19,000$0-$23.9K
Squarepoint Ops LLC0-15,554$0-$19.6K
CIBC Bancorp USA Inc.0-11,593$0-$14.6K
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC0-10,000$0-$12.6K
Arax Advisory Partners0-8,570$0-$10.8K
Mirae Asset Global Investments Co., Ltd.0-4,459$0-$5.6K
GF FUND MANAGEMENT CO. LTD.0-2,396$0-$3.0K
Rise Advisors, LLC0-633$0-$798
ALGERT GLOBAL LLC0-106,920$0-$135
CX Institutional0-2,817$0-$4
Cloud Capital Management, LLC0-32$0$0