13F QoQ Ownership Changes
G Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 114 new · 201 added · 205 reduced · 85 exited
New Positions(114)
Added To(201)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| AQR CAPITAL MANAGEMENT LLC | 6,575,115 | +3,131,643 | $307.6M | +$163.3M | 90.9% |
| FIL Ltd | 4,802,854 | +2,562,484 | $224.7M | +$130.8M | 114.4% |
| Nalanda India Equity Fund Ltd | 13,702,500 | +1,015,556 | $641.0M | +$109.5M | 8.0% |
| FMR LLC | 18,796,715 | +370,349 | $879.3M | +$107.4M | 2.0% |
| DIMENSIONAL FUND ADVISORS LP | 5,010,764 | +1,032,554 | $234.4M | +$67.8M | 25.9% |
| FULLER & THALER ASSET MANAGEMENT, INC. | 3,112,290 | +964,997 | $145.6M | +$55.6M | 44.9% |
| MILLENNIUM MANAGEMENT LLC | 1,046,671 | +982,532 | $49.0M | +$46.3M | 1531.9% |
| Quantinno Capital Management LP | 1,912,464 | +653,495 | $89.5M | +$36.7M | 51.9% |
| CANADA PENSION PLAN INVESTMENT BOARD | 1,024,400 | +620,900 | $47.9M | +$31.0M | 153.9% |
| GEODE CAPITAL MANAGEMENT, LLC | 4,330,116 | +107,870 | $210.4M | +$27.4M | 2.5% |
| FRANKLIN RESOURCES INC | 3,508,847 | +129,664 | $164.1M | +$22.6M | 3.8% |
| PANAGORA ASSET MANAGEMENT INC | 967,459 | +371,814 | $45.3M | +$20.3M | 62.4% |
| CAUSEWAY CAPITAL MANAGEMENT LLC | 2,084,209 | +205,777 | $97.5M | +$18.8M | 10.9% |
| JPMORGAN CHASE & CO | 3,769,650 | +7,243 | $176.3M | +$18.7M | 0.2% |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 566,409 | +262,502 | $26.7M | +$13.9M | 86.4% |
| IEQ CAPITAL, LLC | 444,374 | +271,629 | $20.8M | +$13.6M | 157.2% |
| Sumitomo Mitsui Trust Holdings, Inc. | 2,594,152 | +9,546 | $121.4M | +$13.1M | 0.4% |
| BNP PARIBAS ARBITRAGE, SNC | 334,191 | +271,756 | $15.6M | +$13.0M | 435.3% |
| FIRST TRUST ADVISORS LP | 2,193,095 | +12,967 | $102.6M | +$11.3M | 0.6% |
| SEI INVESTMENTS CO | 380,962 | +185,597 | $17.8M | +$9.6M | 95.0% |
| Cerity Partners LLC | 225,175 | +144,600 | $10.5M | +$7.2M | 179.5% |
| Man Group plc | 444,064 | +115,376 | $20.8M | +$7.0M | 35.1% |
| Qube Research & Technologies Ltd | 204,002 | +128,001 | $9.5M | +$6.4M | 168.4% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1,146,195 | +11,901 | $53.6M | +$6.1M | 1.0% |
| UBS Group AG | 1,025,499 | +18,141 | $48.0M | +$5.8M | 1.8% |
| LAZARD ASSET MANAGEMENT LLC | 444,468 | +85,873 | $20.8M | +$5.8M | 23.9% |
| Mariner, LLC | 156,888 | +112,089 | $7.3M | +$5.5M | 250.2% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 438,596 | +74,576 | $20.5M | +$5.3M | 20.5% |
| Trexquant Investment LP | 161,563 | +102,581 | $7.6M | +$5.1M | 173.9% |
| GOLDMAN SACHS GROUP INC | 524,918 | +50,025 | $24.6M | +$4.7M | 10.5% |
| ENVESTNET ASSET MANAGEMENT INC | 570,534 | +36,968 | $26.7M | +$4.3M | 6.9% |
| Creative Planning | 142,930 | +83,490 | $6.7M | +$4.2M | 140.5% |
| Russell Investments Group, Ltd. | 445,715 | +44,452 | $20.9M | +$4.0M | 11.1% |
| Focus Partners Wealth | 107,343 | +75,365 | $5.0M | +$3.7M | 235.7% |
| Crossmark Global Holdings, Inc. | 542,375 | +19,132 | $25.4M | +$3.5M | 3.6% |
| MERCER GLOBAL ADVISORS INC /ADV | 196,890 | +52,252 | $9.2M | +$3.2M | 36.1% |
| Engineers Gate Manager LP | 77,573 | +65,178 | $3.6M | +$3.1M | 525.8% |
| Capital International, Inc./CA/ | 357,897 | +27,908 | $16.7M | +$2.9M | 8.4% |
| RENAISSANCE TECHNOLOGIES LLC | 536,000 | +4,000 | $25.1M | +$2.8M | 0.8% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 89,835 | +53,294 | $4.3M | +$2.8M | 145.8% |
| OBERWEIS ASSET MANAGEMENT INC/ | 521,602 | +4,802 | $24.4M | +$2.8M | 0.9% |
| PRINCIPAL FINANCIAL GROUP INC | 502,757 | +5,652 | $23.5M | +$2.7M | 1.1% |
| Bridgewater Associates, LP | 450,158 | +4,669 | $21.1M | +$2.4M | 1.0% |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 145,336 | +34,039 | $6.8M | +$2.1M | 30.6% |
| STATE OF WISCONSIN INVESTMENT BOARD | 140,586 | +33,092 | $6.6M | +$2.1M | 30.8% |
| DANSKE BANK A/S | 272,949 | +15,236 | $12.8M | +$2.0M | 5.9% |
| ProShare Advisors LLC | 177,234 | +23,974 | $8.3M | +$1.9M | 15.6% |
| Swiss National Bank | 326,400 | +4,300 | $15.3M | +$1.8M | 1.3% |
| State of New Jersey Common Pension Fund D | 121,317 | +28,229 | $5.7M | +$1.8M | 30.3% |
| Nuveen, LLC | 307,949 | +4,390 | $14.4M | +$1.7M | 1.4% |
| PDT Partners, LLC | 84,523 | +30,384 | $4.0M | +$1.7M | 56.1% |
| Hillsdale Investment Management Inc. | 97,220 | +28,800 | $4.5M | +$1.7M | 42.1% |
| Illinois Municipal Retirement Fund | 134,908 | +23,468 | $6.3M | +$1.6M | 21.1% |
| CI Private Wealth, LLC | 210,460 | +172,087 | $3.2M | +$1.6M | 448.4% |
| RAYMOND JAMES FINANCIAL INC | 212,672 | +8,568 | $10.0M | +$1.4M | 4.2% |
| Jump Financial, LLC | 74,500 | +24,880 | $3.5M | +$1.4M | 50.1% |
| CBOE Vest Financial, LLC | 128,813 | +15,810 | $6.0M | +$1.3M | 14.0% |
| CAPROCK Group, Inc. | 80,260 | +25,759 | $3.8M | +$1.3M | 47.3% |
| Suncoast Equity Management | 48,114 | +23,052 | $2.3M | +$1.2M | 92.0% |
| Aristides Capital LLC | 74,248 | +17,670 | $3.5M | +$1.1M | 31.2% |
| Horizon Investments, LLC | 66,722 | +17,177 | $3.1M | +$1.0M | 34.7% |
| QUADRANT CAPITAL GROUP LLC | 48,869 | +17,923 | $2.3M | +$989.8K | 57.9% |
| Beaumont Financial Advisors, LLC | 82,048 | +13,425 | $3.8M | +$963.6K | 19.6% |
| CITIGROUP INC | 81,868 | +11,905 | $3.8M | +$899.0K | 17.0% |
| PRINCIPAL SECURITIES, INC. | 53,241 | +13,693 | $2.5M | +$834.0K | 34.6% |
| TEACHER RETIREMENT SYSTEM OF TEXAS | 150,044 | +340 | $7.0M | +$748.0K | 0.2% |
| WRIGHT INVESTORS SERVICE INC | 24,285 | +14,904 | $1.1M | +$743.1K | 158.9% |
| LOUDON INVESTMENT MANAGEMENT, LLC | 145,260 | +385 | $6.8M | +$726.4K | 0.3% |
| MML INVESTORS SERVICES, LLC | 51,962 | +10,730 | $2.4M | +$703.6K | 26.0% |
| Mitsubishi UFJ Trust & Banking Corp | 24,268 | +13,285 | $1.1M | +$675.2K | 121.0% |
| TWO SIGMA ADVISERS, LP | 19,800 | +13,600 | $926.2K | +$666.5K | 219.3% |
| Buckingham Strategic Partners | 19,722 | +13,467 | $922.6K | +$653.7K | 215.3% |
| Cetera Investment Advisers | 102,286 | +3,506 | $4.8M | +$647.0K | 3.5% |
| Chicago Partners Investment Group LLC | 26,870 | +11,880 | $1.2M | +$642.8K | 79.3% |
| Merit Financial Group, LLC | 19,393 | +11,820 | $907.2K | +$590.0K | 156.1% |
| CSS LLC/IL | 25,270 | +11,120 | $1.2M | +$589.4K | 78.6% |
| Quantbot Technologies LP | 26,337 | +10,834 | $1.2M | +$582.6K | 69.9% |
| CAPTRUST FINANCIAL ADVISORS | 28,004 | +10,087 | $1.3M | +$559.5K | 56.3% |
| WBI INVESTMENTS, INC. | 22,700 | +10,433 | $1.1M | +$548.1K | 85.0% |
| NorthCrest Asset Manangement, LLC | 22,804 | +9,901 | $1.1M | +$537.5K | 76.7% |
| JANUS HENDERSON GROUP PLC | 74,335 | +4,135 | $3.5M | +$537.1K | 5.9% |
| Summit Trail Advisors, LLC | 67,625 | +4,880 | $3.2M | +$535.1K | 7.8% |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 22,803 | +9,296 | $1.1M | +$500.9K | 68.8% |
| Neuberger Berman Group LLC | 26,624 | +8,648 | $1.2M | +$492.5K | 48.1% |
| Federation des caisses Desjardins du Quebec | 62,964 | +4,109 | $2.9M | +$480.0K | 7.0% |
| Kera Capital Partners, Inc. | 21,221 | +10,314 | $935.8K | +$479.0K | 94.6% |
| Walleye Trading LLC | 23,701 | +8,501 | $1.1M | +$472.0K | 55.9% |
| Empowered Funds, LLC | 29,775 | +7,201 | $1.4M | +$447.2K | 31.9% |
| TRUIST FINANCIAL CORP | 47,928 | +4,947 | $2.2M | +$441.6K | 11.5% |
| STIFEL FINANCIAL CORP | 46,404 | +5,078 | $2.2M | +$439.6K | 12.3% |
| Bridgefront Capital, LLC | 17,558 | +8,409 | $821.4K | +$438.1K | 91.9% |
| Convergence Investment Partners, LLC | 23,677 | +7,432 | $1.1M | +$427.1K | 45.7% |
| Sequoia Financial Advisors, LLC | 22,739 | +7,153 | $1.1M | +$410.8K | 45.9% |
| Coppell Advisory Solutions LLC | 43,869 | +4,133 | $2.1M | +$394.1K | 10.4% |
| NATIONAL BANK OF CANADA /FI/ | 50,835 | +3,380 | $2.4M | +$390.1K | 7.1% |
| SYON CAPITAL LLC | 26,987 | +5,187 | $1.3M | +$349.3K | 23.8% |
| Baker Avenue Asset Management, LP | 18,265 | +5,979 | $854.4K | +$339.8K | 48.7% |
| Integrated Wealth Concepts LLC | 16,771 | +6,120 | $784.5K | +$338.4K | 57.5% |
| Aaron Wealth Advisors LLC | 45,559 | +2,398 | $2.1M | +$323.2K | 5.5% |
| Caerus Investment Advisors, LLC | 13,440 | +5,875 | $628.7K | +$311.8K | 77.7% |
| Ameritas Advisory Services, LLC | 6,511 | +6,306 | $304.6K | +$296.0K | 3076.1% |
| EXCHANGE TRADED CONCEPTS, LLC | 22,313 | +4,325 | $1.0M | +$290.3K | 24.0% |
| LOGAN CAPITAL MANAGEMENT INC | 22,184 | +4,200 | $1.0M | +$284.4K | 23.4% |
| Krilogy Financial LLC | 14,979 | +4,673 | $681.2K | +$281.2K | 45.3% |
| Baird Financial Group, Inc. | 24,527 | +3,792 | $1.1M | +$278.8K | 18.3% |
| CHOREO, LLC | 14,745 | +4,518 | $695.7K | +$267.3K | 44.2% |
| HighTower Advisors, LLC | 15,806 | +4,511 | $739.4K | +$266.2K | 39.9% |
| State of Tennessee, Treasury Department | 73,997 | +2,389 | $3.3M | +$263.6K | 3.3% |
| ROTHSCHILD INVESTMENT LLC | 9,299 | +5,115 | $435.0K | +$259.7K | 122.3% |
| HANCOCK WHITNEY CORP | 43,572 | +551 | $2.0M | +$236.1K | 1.3% |
| Concurrent Investment Advisors, LLC | 9,461 | +4,336 | $442.6K | +$227.9K | 84.6% |
| Davis Capital Management | 40,434 | +649 | $1.9M | +$224.9K | 1.6% |
| Global Retirement Partners, LLC | 9,414 | +4,134 | $440.4K | +$219.2K | 78.3% |
| State of Wyoming | 7,644 | +4,158 | $357.6K | +$211.6K | 119.3% |
| Clearstead Advisors, LLC | 5,483 | +4,408 | $256.5K | +$211.5K | 410.0% |
| Envestnet Portfolio Solutions, Inc. | 28,753 | +1,171 | $1.3M | +$189.6K | 4.2% |
| Pictet Asset Management Holding SA | 24,096 | +1,128 | $1.1M | +$165.1K | 4.9% |
| Bayforest Capital Ltd | 3,512 | +3,463 | $164.3K | +$162.2K | 7067.3% |
| CLOVERFIELDS CAPITAL GROUP, LP | 29,378 | +420 | $1.4M | +$161.3K | 1.4% |
| TRANSATLANTIQUE PRIVATE WEALTH LLC | 25,892 | +760 | $1.2M | +$157.4K | 3.0% |
| Pathstone Holdings, LLC | 17,893 | +1,528 | $837.1K | +$151.5K | 9.3% |
| Camden Capital, LLC | 15,383 | +1,781 | $719.6K | +$149.8K | 13.1% |
| ADVISORY RESEARCH INC | 20,672 | +1,028 | $967.0K | +$144.1K | 5.2% |
| HB Wealth Management, LLC | 11,768 | +1,997 | $550.5K | +$141.2K | 20.4% |
| OneAscent Financial Services LLC | 10,852 | +2,086 | $507.7K | +$140.4K | 23.8% |
| PNC Financial Services Group, Inc. | 18,677 | +1,072 | $873.7K | +$136.2K | 6.1% |
| Rockefeller Capital Management L.P. | 4,132 | +2,727 | $193.3K | +$134.4K | 194.1% |
| TCG Advisory Services, LLC | 7,567 | +2,266 | $354.0K | +$131.9K | 42.7% |
| Farther Finance Advisors, LLC | 6,438 | +2,356 | $301.2K | +$130.2K | 57.7% |
| NewEdge Advisors, LLC | 12,747 | +1,598 | $596.3K | +$129.3K | 14.3% |
| EverSource Wealth Advisors, LLC | 7,072 | +2,244 | $330.8K | +$128.6K | 46.5% |
| RITHOLTZ WEALTH MANAGEMENT | 14,473 | +1,363 | $677.1K | +$127.9K | 10.4% |
| TD PRIVATE CLIENT WEALTH LLC | 5,767 | +2,229 | $269.8K | +$121.6K | 63.0% |
| Versant Capital Management, Inc | 12,915 | +1,389 | $604.2K | +$121.3K | 12.1% |
| Atria Investments, Inc | 16,974 | +829 | $794.0K | +$117.7K | 5.1% |
| Sylvest Advisors, LLC | 18,032 | +650 | $843.5K | +$115.4K | 3.7% |
| Perigon Wealth Management, LLC | 8,000 | +1,795 | $374.2K | +$114.3K | 28.9% |
| FIRST CITIZENS BANK & TRUST CO | 20,412 | +247 | $954.9K | +$110.2K | 1.2% |
| Toroso Investments, LLC | 19,200 | +160 | $898.2K | +$100.6K | 0.8% |
| Verdence Capital Advisors LLC | 12,082 | +271 | $565.2K | +$98.6K | 2.3% |
| Fisher Asset Management, LLC | 17,604 | +17 | $823.5K | +$86.8K | 0.1% |
| Parallel Advisors, LLC | 5,264 | +1,356 | $246.3K | +$82.5K | 34.7% |
| US BANCORP \DE\ | 9,591 | +847 | $448.7K | +$82.4K | 9.7% |
| ASSETMARK, INC | 12,680 | +433 | $593.2K | +$80.2K | 3.5% |
| CAPSTONE INVESTMENT ADVISORS, LLC | 7,970 | +917 | $372.8K | +$77.4K | 13.0% |
| Dynamic Technology Lab Private Ltd | 8,880 | +796 | $415.0K | +$77.0K | 9.8% |
| AlphaCore Capital LLC | 11,634 | +272 | $544.2K | +$68.3K | 2.4% |
| Ronald Blue Trust, Inc. | 5,389 | +934 | $252.1K | +$65.5K | 21.0% |
| Transamerica Financial Advisors, Inc. | 5,941 | +826 | $277.9K | +$63.7K | 16.1% |
| Pensionmark Financial Group, LLC | 9,563 | +936 | $422.6K | +$61.2K | 10.8% |
| GAMMA Investing LLC | 9,637 | +241 | $450.8K | +$57.2K | 2.6% |
| ALPS ADVISORS INC | 10,818 | +90 | $506.1K | +$56.7K | 0.8% |
| Venturi Wealth Management, LLC | 6,899 | +441 | $322.7K | +$52.2K | 6.8% |
| GREENLEAF TRUST | 5,577 | +593 | $260.9K | +$52.1K | 11.9% |
| Global X Japan Co., Ltd. | 2,129 | +939 | $99.6K | +$49.7K | 78.9% |
| Forum Financial Management, LP | 5,507 | +463 | $257.6K | +$46.3K | 9.2% |
| True Wealth Design, LLC | 2,453 | +785 | $114.8K | +$44.9K | 47.1% |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | 6,142 | +288 | $287.3K | +$42.1K | 4.9% |
| OneAscent Family Office, LLC | 5,991 | +288 | $280.3K | +$41.4K | 5.0% |
| UMB Bank, n.a. | 2,022 | +468 | $94.6K | +$29.5K | 30.1% |
| Larson Financial Group LLC | 708 | +574 | $33.1K | +$27.5K | 428.4% |
| LSV ASSET MANAGEMENT | 2,467,612 | +324,345 | $115.4K | +$25.7K | 15.1% |
| FIFTH THIRD BANCORP | 3,391 | +196 | $158.6K | +$24.8K | 6.1% |
| STRS OHIO | 3,855 | +7 | $180.3K | +$19.1K | 0.2% |
| JONES FINANCIAL COMPANIES LLLP | 870 | +352 | $40.7K | +$18.9K | 68.0% |
| CIBC Private Wealth Group, LLC | 750 | +333 | $35.1K | +$17.6K | 79.8% |
| RICHARDSON FINANCIAL SERVICES INC. | 1,823 | +200 | $85.3K | +$17.3K | 12.3% |
| Quent Capital, LLC | 947 | +294 | $44.3K | +$16.9K | 45.0% |
| SJS Investment Consulting Inc. | 1,380 | +217 | $64.6K | +$15.8K | 18.6% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 823 | +265 | $38.5K | +$15.1K | 47.5% |
| MAI Capital Management | 1,753 | +95 | $82.0K | +$12.6K | 5.7% |
| Parkside Financial Bank & Trust | 414 | +247 | $19.4K | +$12.4K | 147.9% |
| TFC Financial Management, Inc. | 2,267 | +3 | $106.1K | +$11.2K | 0.1% |
| Root Financial Partners, LLC | 500 | +124 | $23.4K | +$7.6K | 33.0% |
| PRIVATE TRUST CO NA | 714 | +78 | $33.4K | +$6.8K | 12.3% |
| Cornerstone Planning Group LLC | 724 | +16 | $32.4K | +$5.4K | 2.3% |
| BROWN BROTHERS HARRIMAN & CO | 110 | +101 | $5.1K | +$4.8K | 1122.2% |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 103,338 | +101,485 | $4.8K | +$4.8K | 5476.8% |
| Westside Investment Management, Inc. | 694 | +16 | $31.9K | +$3.5K | 2.4% |
| WPG Advisers, LLC | 594 | +11 | $27.8K | +$3.4K | 1.9% |
| JFS WEALTH ADVISORS, LLC | 143 | +46 | $6.7K | +$2.6K | 47.4% |
| SIT INVESTMENT ASSOCIATES INC | 202,150 | +30,280 | $9.5K | +$2.3K | 17.6% |
| ZRC WEALTH MANAGEMENT, LLC | 168 | +33 | $7.9K | +$2.2K | 24.4% |
| Sunbelt Securities, Inc. | 83 | +40 | $3.9K | +$2.1K | 93.0% |
| FINANCIAL CONSULATE, INC | 44 | +34 | $2.1K | +$1.6K | 340.0% |
| CWM, LLC | 89,164 | +24,189 | $4.2K | +$1.4K | 37.2% |
| SG Americas Securities, LLC | 53,156 | +23,502 | $2.5K | +$1.2K | 79.3% |
| FARMERS & MERCHANTS INVESTMENTS INC | 143 | +8 | $6.7K | +$1.0K | 5.9% |
| Thrivent Financial for Lutherans | 55,359 | +18,124 | $2.6K | +$1.0K | 48.7% |
| Handelsbanken Fonder AB | 58,400 | +16,600 | $2.7K | +$981 | 39.7% |
| HARBOUR INVESTMENTS, INC. | 129 | +7 | $6.0K | +$924 | 5.7% |
| VAN ECK ASSOCIATES CORP | 139,765 | +2,535 | $6.5K | +$789 | 1.8% |
| Rialto Wealth Management, LLC | 17 | +11 | $796 | +$544 | 183.3% |
| UMA Financial Services, Inc. | 37 | +8 | $1.7K | +$516 | 27.6% |
| Retirement Wealth Solutions LLC | 29 | +5 | $1.4K | +$351 | 20.8% |
| PARK AVENUE SECURITIES LLC | 49,741 | +848 | $2.3K | +$279 | 1.7% |
| Bay Harbor Wealth Management, LLC | 13 | +4 | $608 | +$231 | 44.4% |
| HANTZ FINANCIAL SERVICES, INC. | 2,615 | +2,222 | $122 | +$106 | 565.4% |
| Covestor Ltd | 3,454 | +1,249 | $162 | +$70 | 56.6% |
| CENTAURUS FINANCIAL, INC. | 4,775 | +382 | $223 | +$39 | 8.7% |
| BESSEMER GROUP INC | 609 | +423 | $28 | +$20 | 227.4% |