13F QoQ Ownership Changes
FCN Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 81 new · 111 added · 202 reduced · 61 exited
New Positions(81)
Added To(111)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| VICTORY CAPITAL MANAGEMENT INC | 1,634,051 | +503,885 | $279.1M | +$96.5M | 44.6% |
| FMR LLC | 1,311,702 | +519,110 | $224.1M | +$96.0M | 65.5% |
| Black Creek Investment Management Inc. | 1,072,250 | +402,008 | $183.2M | +$74.8M | 60.0% |
| NORGES BANK | 357,883 | +293,125 | $61.1M | +$46.4M | 452.6% |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 3,357,826 | +74,704 | $573.6M | +$42.9M | 2.3% |
| Capital International Investors | 512,947 | +219,322 | $87.6M | +$40.2M | 74.7% |
| DIMENSIONAL FUND ADVISORS LP | 861,694 | +106,272 | $147.2M | +$25.1M | 14.1% |
| AQR CAPITAL MANAGEMENT LLC | 278,738 | +107,181 | $47.6M | +$20.0M | 62.5% |
| Gotham Asset Management, LLC | 137,835 | +96,005 | $23.5M | +$16.8M | 229.5% |
| BNP PARIBAS FINANCIAL MARKETS | 107,205 | +93,411 | $18.3M | +$16.1M | 677.2% |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 380,265 | +55,365 | $65.0M | +$12.4M | 17.0% |
| DIAMOND HILL CAPITAL MANAGEMENT INC | 211,015 | +56,586 | $36.0M | +$11.1M | 36.6% |
| FIL Ltd | 89,500 | +51,534 | $15.3M | +$9.2M | 135.7% |
| CWA Asset Management Group, LLC | 155,109 | +37,392 | $26.5M | +$7.5M | 31.8% |
| Quantinno Capital Management LP | 106,142 | +35,596 | $18.1M | +$6.7M | 50.5% |
| WELLS FARGO & COMPANY/MN | 321,841 | +16,558 | $55.0M | +$5.6M | 5.4% |
| SEI INVESTMENTS CO | 88,522 | +18,945 | $15.1M | +$3.9M | 27.2% |
| Aristotle Capital Boston, LLC | 79,987 | +19,139 | $13.7M | +$3.8M | 31.4% |
| Russell Investments Group, Ltd. | 117,557 | +13,858 | $20.1M | +$3.3M | 13.4% |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | 42,860 | +17,185 | $7.3M | +$3.2M | 66.9% |
| CITIGROUP INC | 27,775 | +16,585 | $4.7M | +$2.9M | 148.2% |
| NATIXIS | 16,534 | +16,185 | $2.8M | +$2.8M | 4637.5% |
| Cerity Partners LLC | 16,910 | +13,047 | $2.9M | +$2.3M | 337.7% |
| Y-Intercept (Hong Kong) Ltd | 25,294 | +12,426 | $4.3M | +$2.2M | 96.6% |
| Creative Planning | 27,418 | +10,435 | $4.7M | +$1.9M | 61.4% |
| JPMORGAN CHASE & CO | 67,583 | +3,166 | $11.5M | +$1.1M | 4.9% |
| EVERGREEN CAPITAL MANAGEMENT LLC | 7,995 | +5,341 | $1.4M | +$936.8K | 201.2% |
| EXENCIAL WEALTH ADVISORS, LLC | 11,472 | +4,152 | $2.0M | +$776.5K | 56.7% |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 6,483 | +4,000 | $1.1M | +$706.1K | 161.1% |
| Corient Private Wealth LLC | 163,350 | +158,591 | $1.5M | +$705.9K | 3332.4% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 5,065 | +3,391 | $899.9K | +$631.0K | 202.6% |
| Torray Investment Partners LLC | 12,451 | +3,090 | $2.1M | +$613.8K | 33.0% |
| CANADA PENSION PLAN INVESTMENT BOARD | 26,000 | +2,300 | $4.4M | +$610.5K | 9.7% |
| MERCER GLOBAL ADVISORS INC /ADV | 5,726 | +3,401 | $978.1K | +$602.3K | 146.3% |
| BANK OF MONTREAL /CAN/ | 10,331 | +2,968 | $1.8M | +$574.6K | 40.3% |
| TEACHER RETIREMENT SYSTEM OF TEXAS | 34,497 | +1,531 | $5.9M | +$564.2K | 4.6% |
| DEUTSCHE BANK AG\ | 9,142 | +2,918 | $1.6M | +$555.6K | 46.9% |
| ENVESTNET ASSET MANAGEMENT INC | 51,771 | +225 | $8.8M | +$511.6K | 0.4% |
| &PARTNERS | 21,006 | +1,983 | $3.6M | +$507.1K | 10.4% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 21,593 | +1,003 | $3.7M | +$360.4K | 4.9% |
| M&T Bank Corp | 5,017 | +1,857 | $857.0K | +$346.3K | 58.8% |
| CAPTRUST FINANCIAL ADVISORS | 3,819 | +1,882 | $652.4K | +$339.3K | 97.2% |
| STIFEL FINANCIAL CORP | 29,135 | +375 | $5.0M | +$328.1K | 1.3% |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 6,419 | +1,531 | $1.1M | +$310.5K | 31.3% |
| US BANCORP \DE\ | 3,413 | +1,401 | $583.0K | +$257.8K | 69.6% |
| State of New Jersey Common Pension Fund D | 13,364 | +788 | $2.3M | +$250.1K | 6.3% |
| TILIA FIDUCIARY PARTNERS, INC. | 13,795 | +756 | $2.4M | +$248.8K | 5.8% |
| Curated Wealth Partners LLC | 4,983 | +1,198 | $851.2K | +$239.4K | 31.6% |
| Aviso Financial Inc. | 12,893 | +710 | $2.2M | +$233.1K | 5.8% |
| Kera Capital Partners, Inc. | 2,450 | +1,111 | $427.9K | +$211.5K | 83.0% |
| TD Asset Management Inc | 20,897 | +38 | $3.6M | +$198.0K | 0.2% |
| PNC Financial Services Group, Inc. | 18,169 | +165 | $3.1M | +$193.5K | 0.9% |
| SYON CAPITAL LLC | 2,227 | +972 | $380.4K | +$177.6K | 77.5% |
| Atria Investments, Inc | 10,624 | +428 | $1.8M | +$166.7K | 4.2% |
| Voya Investment Management LLC | 3,394 | +775 | $579.8K | +$156.4K | 29.6% |
| TD Waterhouse Canada Inc. | 13,684 | +41 | $2.3M | +$136.5K | 0.3% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1,006 | +736 | $171.9K | +$128.2K | 272.6% |
| Vise Technologies, Inc. | 3,470 | +591 | $592.8K | +$127.4K | 20.5% |
| FRANKLIN RESOURCES INC | 4,094 | +549 | $699.4K | +$126.3K | 15.5% |
| LPL Financial LLC | 3,838 | +501 | $655.6K | +$116.2K | 15.0% |
| Fiduciary Trust Co | 12,004 | +4 | $2.1M | +$110.8K | 0.0% |
| EXCHANGE TRADED CONCEPTS, LLC | 5,167 | +383 | $882.7K | +$109.3K | 8.0% |
| Chicago Partners Investment Group LLC | 2,120 | +426 | $386.7K | +$98.6K | 25.1% |
| Cetera Investment Advisers | 3,313 | +392 | $566.0K | +$93.8K | 13.4% |
| VIAWEALTH, LLC | 3,092 | +403 | $528.2K | +$93.5K | 15.0% |
| BENJAMIN EDWARDS INC | 2,371 | +401 | $405.0K | +$86.6K | 20.4% |
| Farther Finance Advisors, LLC | 2,443 | +380 | $417.3K | +$83.9K | 18.4% |
| NEUBERGER BERMAN GROUP LLC | 4,848 | +239 | $828.2K | +$83.1K | 5.2% |
| GAMMA Investing LLC | 988 | +434 | $168.8K | +$79.2K | 78.3% |
| Sequoia Financial Advisors, LLC | 5,338 | +146 | $911.9K | +$72.6K | 2.8% |
| PRUDENTIAL FINANCIAL INC | 3,488 | +235 | $595.9K | +$70.0K | 7.2% |
| Ancora Advisors LLC | 1,383 | +285 | $236.3K | +$58.8K | 25.9% |
| QUADRANT CAPITAL GROUP LLC | 3,823 | +119 | $653.1K | +$54.3K | 3.2% |
| Sepio Capital, LP | 3,172 | +99 | $541.9K | +$45.1K | 3.2% |
| Versant Capital Management, Inc | 449 | +249 | $76.7K | +$44.4K | 124.5% |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 1,401 | +162 | $239.3K | +$39.0K | 13.1% |
| Rockefeller Capital Management L.P. | 263 | +211 | $44.9K | +$36.5K | 405.8% |
| JOURNEY STRATEGIC WEALTH LLC | 1,776 | +111 | $303.4K | +$34.2K | 6.7% |
| Ethic Inc. | 1,938 | +87 | $331.1K | +$31.9K | 4.7% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 1,486 | +112 | $253.9K | +$31.7K | 8.2% |
| Parkside Financial Bank & Trust | 1,583 | +33 | $270.4K | +$19.9K | 2.1% |
| ROTHSCHILD INVESTMENT LLC | 98 | +89 | $16.7K | +$15.3K | 988.9% |
| Clearstead Advisors, LLC | 117 | +86 | $20.0K | +$15.0K | 277.4% |
| SJS Investment Consulting Inc. | 1,290 | +13 | $220.4K | +$13.9K | 1.0% |
| Van Berkom & Associates Inc. | 478,128 | +40,673 | $81.7K | +$11.0K | 9.3% |
| Parallel Advisors, LLC | 811 | +10 | $138.5K | +$9.1K | 1.2% |
| EverSource Wealth Advisors, LLC | 304 | +38 | $51.9K | +$8.9K | 14.3% |
| Quent Capital, LLC | 206 | +33 | $35.2K | +$7.2K | 19.1% |
| FIFTH THIRD BANCORP | 406 | +21 | $69.4K | +$7.1K | 5.5% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 525,577 | +13,840 | $89.8K | +$7.1K | 2.7% |
| CIBC Private Wealth Group LLC | 41 | +39 | $7.0K | +$6.7K | 1950.0% |
| SIGNATUREFD, LLC | 403 | +13 | $68.8K | +$5.8K | 3.3% |
| True Wealth Design, LLC | 41 | +32 | $7.0K | +$5.5K | 355.6% |
| Root Financial Partners, LLC | 95 | +23 | $16.2K | +$4.6K | 31.9% |
| Smartleaf Asset Management LLC | 39 | +18 | $6.7K | +$3.3K | 85.7% |
| JFS WEALTH ADVISORS, LLC | 24 | +9 | $4.1K | +$1.7K | 60.0% |
| Clearstead Trust, LLC | 29 | +7 | $5.0K | +$1.4K | 31.8% |
| Rialto Wealth Management, LLC | 15 | +7 | $2.6K | +$1.3K | 87.5% |
| Daiwa Securities Group Inc. | 8,534 | +6,272 | $1.5K | +$1.1K | 277.3% |
| CWM, LLC | 6,284 | +5,855 | $1.1K | +$1.0K | 1364.8% |
| SG Americas Securities, LLC | 5,870 | +4,351 | $1.0K | +$757 | 286.4% |
| ASSETMARK, INC | 10 | +3 | $1.7K | +$576 | 42.9% |
| SouthState Corp | 6 | +3 | $1.0K | +$540 | 100.0% |
| Bare Financial Services, Inc | 4 | +1 | $683 | +$198 | 33.3% |
| HFM Investment Advisors, LLC | 3 | +1 | $513 | +$190 | 50.0% |
| South Dakota Investment Council | 3,107 | +700 | $531 | +$142 | 29.1% |
| HANTZ FINANCIAL SERVICES, INC. | 573 | +170 | $98 | +$33 | 42.2% |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 513 | +101 | $88 | +$21 | 24.5% |
| Cambridge Investment Research Advisors, Inc. | 1,506 | +14 | $257 | +$16 | 0.9% |
| BESSEMER GROUP INC | 255 | +15 | $43 | +$4 | 6.3% |
| Avion Wealth | 18 | +3 | $3 | +$1 | 20.0% |