13F QoQ Ownership Changes
GLOB Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 90 new · 119 added · 133 reduced · 60 exited
New Positions(90)
Added To(119)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| PRINCIPAL FINANCIAL GROUP INC | 815,703 | +630,440 | $53.3M | +$42.7M | 340.3% |
| Nuveen, LLC | 1,027,136 | +456,999 | $67.1M | +$34.4M | 80.2% |
| Capital International Investors | 2,283,802 | +218,570 | $149.3M | +$30.8M | 10.6% |
| FEDERATED HERMES, INC. | 468,053 | +461,943 | $30.6M | +$30.2M | 7560.4% |
| ALLIANCEBERNSTEIN L.P. | 1,179,667 | +347,337 | $77.1M | +$29.4M | 41.7% |
| BRANDES INVESTMENT PARTNERS, LP | 2,400,732 | +91,732 | $156.9M | +$24.4M | 4.0% |
| BlackRock, Inc. | 2,511,751 | +50,710 | $164.2M | +$23.0M | 2.1% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 588,421 | +315,315 | $38.5M | +$22.8M | 115.5% |
| WASATCH ADVISORS LP | 1,243,309 | +198,318 | $81.3M | +$21.3M | 19.0% |
| FIRST TRUST ADVISORS LP | 439,560 | +288,398 | $28.7M | +$20.1M | 190.8% |
| Quantinno Capital Management LP | 400,543 | +261,012 | $26.2M | +$18.2M | 187.1% |
| UBS Group AG | 667,755 | +204,443 | $43.7M | +$17.1M | 44.1% |
| AMERIPRISE FINANCIAL INC | 491,957 | +215,432 | $32.2M | +$16.3M | 77.9% |
| MORGAN STANLEY | 1,027,471 | +107,989 | $67.2M | +$14.4M | 11.7% |
| DEUTSCHE BANK AG\ | 593,184 | +153,429 | $38.8M | +$13.5M | 34.9% |
| FIL Ltd | 353,683 | +140,711 | $23.1M | +$10.9M | 66.1% |
| NORGES BANK | 85,693 | +2,962 | $5.6M | -$10.8M | 3.6% |
| CITIGROUP INC | 448,259 | +124,060 | $29.3M | +$10.7M | 38.3% |
| Gotham Asset Management, LLC | 318,949 | +132,504 | $20.8M | +$10.2M | 71.1% |
| ExodusPoint Capital Management, LP | 164,225 | +153,331 | $10.7M | +$10.1M | 1407.5% |
| MARSHALL WACE, LLP | 417,594 | +103,014 | $27.3M | +$9.2M | 32.7% |
| Atom Investors LP | 129,534 | +124,033 | $8.5M | +$8.2M | 2254.7% |
| SEI INVESTMENTS CO | 523,583 | +56,970 | $34.2M | +$7.5M | 12.2% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 290,972 | +89,136 | $19.0M | +$7.4M | 44.2% |
| Banco BTG Pactual S.A. | 103,900 | +71,700 | $6.8M | +$4.9M | 222.7% |
| MILLENNIUM MANAGEMENT LLC | 422,819 | +20,311 | $27.6M | +$4.5M | 5.0% |
| STATE STREET CORP | 433,106 | +11,442 | $28.3M | +$4.1M | 2.7% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 135,080 | +51,272 | $8.8M | +$4.0M | 61.2% |
| Invesco Ltd. | 111,595 | +40,166 | $7.3M | +$3.2M | 56.2% |
| Clearbridge Investments, LLC | 156,696 | +30,631 | $10.2M | +$3.0M | 24.3% |
| GOLDMAN SACHS GROUP INC | 191,832 | +12,840 | $12.5M | +$2.3M | 7.2% |
| Creative Planning | 40,523 | +33,449 | $2.6M | +$2.2M | 472.8% |
| Bank of New York Mellon Corp | 143,321 | +18,135 | $9.4M | +$2.2M | 14.5% |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 79,987 | +26,385 | $5.2M | +$2.2M | 49.2% |
| Artisan Partners Limited Partnership | 206,910 | +4,832 | $13.5M | +$1.9M | 2.4% |
| STRS OHIO | 217,021 | +2 | $14.2M | +$1.7M | 0.0% |
| Pier Capital, LLC | 25,988 | +25,926 | $1.7M | +$1.7M | 41816.1% |
| MIRABELLA FINANCIAL SERVICES LLP | 36,818 | +22,900 | $2.4M | +$1.6M | 164.5% |
| JONES FINANCIAL COMPANIES LLLP | 28,501 | +22,787 | $1.9M | +$1.5M | 398.8% |
| STIFEL FINANCIAL CORP | 56,224 | +18,522 | $3.7M | +$1.5M | 49.1% |
| FRANKLIN RESOURCES INC | 44,344 | +18,238 | $2.9M | +$1.4M | 69.9% |
| DISCIPLINED GROWTH INVESTORS INC /MN | 84,095 | +12,647 | $5.5M | +$1.4M | 17.7% |
| COMGEST GLOBAL INVESTORS S.A.S. | 147,373 | +1,007 | $9.6M | +$1.2M | 0.7% |
| Circumference Group LLC | 42,000 | +14,000 | $2.7M | +$1.1M | 50.0% |
| S-Bank Fund Management Ltd | 69,000 | +10,000 | $4.5M | +$1.1M | 16.9% |
| THORNBURG INVESTMENT MANAGEMENT INC | 37,296 | +14,058 | $2.4M | +$1.1M | 60.5% |
| Edgestream Partners, L.P. | 89,462 | +6,109 | $5.8M | +$1.1M | 7.3% |
| Russell Investments Group, Ltd. | 91,969 | +3,926 | $6.0M | +$960.1K | 4.5% |
| Pathstone Holdings, LLC | 21,329 | +13,324 | $1.4M | +$934.9K | 166.4% |
| FMR LLC | 14,777 | +11,957 | $966.0K | +$804.2K | 424.0% |
| JB Capital LLC | 70,368 | +4,195 | $4.6M | +$802.9K | 6.3% |
| TD Asset Management Inc | 78,260 | +1,666 | $5.1M | +$720.9K | 2.2% |
| SORA INVESTORS LLC | 85,714 | +379 | $5.6M | +$706.6K | 0.4% |
| SEGALL BRYANT & HAMILL, LLC | 49,905 | +5,077 | $3.3M | +$690.1K | 11.3% |
| Summit Trail Advisors, LLC | 19,270 | +7,889 | $1.3M | +$606.6K | 69.3% |
| California Public Employees Retirement System | 73,644 | +121 | $4.8M | +$595.4K | 0.2% |
| Schonfeld Strategic Advisors LLC | 32,716 | +5,617 | $2.1M | +$583.7K | 20.7% |
| OPPENHEIMER & CO INC | 26,917 | +5,467 | $1.8M | +$528.8K | 25.5% |
| VELA Investment Management, LLC | 16,800 | +5,100 | $1.1M | +$426.9K | 43.6% |
| AQR CAPITAL MANAGEMENT LLC | 47,104 | +491 | $3.1M | +$404.5K | 1.1% |
| LPL Financial LLC | 28,193 | +2,929 | $1.8M | +$393.3K | 11.6% |
| Verition Fund Management LLC | 41,287 | +742 | $2.7M | +$372.5K | 1.8% |
| Quent Capital, LLC | 5,330 | +5,322 | $348.4K | +$348.0K | 66525.0% |
| RHUMBLINE ADVISERS | 36,154 | +818 | $2.4M | +$335.8K | 2.3% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 8,210 | +3,820 | $575.4K | +$316.6K | 87.0% |
| BANK OF MONTREAL /CAN/ | 8,041 | +4,332 | $525.6K | +$312.8K | 116.8% |
| QUADRANT CAPITAL GROUP LLC | 4,806 | +4,771 | $314.2K | +$312.2K | 13631.4% |
| Cetera Investment Advisers | 25,594 | +847 | $1.7M | +$253.0K | 3.4% |
| &PARTNERS | 18,327 | +1,463 | $1.2M | +$230.9K | 8.7% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 8,197 | +2,292 | $535.8K | +$197.0K | 38.8% |
| Qsemble Capital Management, LP | 10,626 | +1,810 | $694.6K | +$188.8K | 20.5% |
| Baker Avenue Asset Management, LP | 9,425 | +941 | $616.1K | +$129.3K | 11.1% |
| US BANCORP \DE\ | 7,979 | +1,050 | $521.6K | +$124.0K | 15.2% |
| Fisher Asset Management, LLC | 14,166 | +3 | $926.1K | +$113.4K | 0.0% |
| Caitlin John, LLC | 2,623 | +1,469 | $171.5K | +$105.2K | 127.3% |
| Quadrature Capital Ltd | 13,152 | +2 | $859.7K | +$104.5K | 0.0% |
| Kestra Advisory Services, LLC | 5,799 | +693 | $379.1K | +$86.1K | 13.6% |
| NEUBERGER BERMAN GROUP LLC | 4,402 | +585 | $287.8K | +$68.7K | 15.3% |
| Parallel Advisors, LLC | 1,365 | +999 | $89.2K | +$68.2K | 272.9% |
| PNC Financial Services Group, Inc. | 3,198 | +666 | $209.1K | +$63.8K | 26.3% |
| NewEdge Advisors, LLC | 6,542 | +116 | $427.6K | +$58.9K | 1.8% |
| STEPHENS INC /AR/ | 5,201 | +158 | $340.0K | +$50.6K | 3.1% |
| Atria Investments, Inc | 5,040 | +157 | $329.5K | +$49.3K | 3.2% |
| Tower Research Capital LLC (TRC) | 1,624 | +491 | $106.2K | +$41.1K | 43.3% |
| Larson Financial Group LLC | 681 | +578 | $44.5K | +$38.6K | 561.2% |
| Versant Capital Management, Inc | 565 | +521 | $36.9K | +$34.4K | 1184.1% |
| Advisors Asset Management, Inc. | 912 | +398 | $59.6K | +$30.1K | 77.4% |
| Parkside Financial Bank & Trust | 2,034 | +127 | $133.0K | +$23.5K | 6.7% |
| GAMMA Investing LLC | 712 | +182 | $46.5K | +$16.1K | 34.3% |
| SIGNATUREFD, LLC | 482 | +190 | $31.5K | +$14.8K | 65.1% |
| T. Rowe Price Investment Management, Inc. | 167,049 | +167,022 | $10.9K | +$10.9K | 618600.0% |
| Global Retirement Partners, LLC | 282 | +149 | $18.4K | +$10.8K | 112.0% |
| Farther Finance Advisors, LLC | 452 | +102 | $29.5K | +$9.5K | 29.1% |
| True Wealth Design, LLC | 186 | +124 | $12.2K | +$8.6K | 200.0% |
| Smartleaf Asset Management LLC | 822 | +26 | $54.6K | +$7.0K | 3.3% |
| EverSource Wealth Advisors, LLC | 131 | +52 | $8.6K | +$4.0K | 65.8% |
| Border to Coast Pensions Partnership Ltd | 243,324 | +29,157 | $15.9K | +$3.6K | 13.6% |
| UMB Bank, n.a. | 57 | +42 | $3.7K | +$2.9K | 280.0% |
| ROTHSCHILD INVESTMENT LLC | 47 | +42 | $3.1K | +$2.8K | 840.0% |
| Bare Financial Services, Inc | 38 | +29 | $2.5K | +$2.0K | 322.2% |
| ELEVATION WEALTH PARTNERS, LLC | 41 | +28 | $2.7K | +$1.9K | 215.4% |
| Bell Investment Advisors, Inc | 80 | +22 | $5.2K | +$1.9K | 37.9% |
| ACADIAN ASSET MANAGEMENT LLC | 78,379 | +19,972 | $5.1K | +$1.8K | 34.2% |
| ASSETMARK, INC | 36 | +22 | $2.4K | +$1.6K | 157.1% |
| Bruce G. Allen Investments, LLC | 40 | +21 | $2.6K | +$1.5K | 110.5% |
| MassMutual Private Wealth & Trust, FSB | 81 | +12 | $5.3K | +$1.3K | 17.4% |
| Sachetta, LLC | 36 | +18 | $2.4K | +$1.3K | 100.0% |
| MAI Capital Management | 89 | +9 | $5.8K | +$1.2K | 11.3% |
| Atlantic Union Bankshares Corp | 27 | +17 | $1.8K | +$1.2K | 170.0% |
| Transamerica Financial Advisors, LLC | 12 | +10 | $784 | +$669 | 500.0% |
| Root Financial Partners, LLC | 18 | +9 | $1.2K | +$661 | 100.0% |
| Physician Wealth Advisors, Inc. | 17 | +8 | $1.1K | +$595 | 88.9% |
| FINANCIAL CONSULATE, INC | 16 | +8 | $1.0K | +$586 | 100.0% |
| Van Berkom & Associates Inc. | 20,074 | +7,065 | $1.3K | +$566 | 54.3% |
| Vancity Investment Management Ltd | 12,082 | +196 | $789 | +$107 | 1.6% |
| Harel Insurance Investments & Financial Services Ltd. | 3,582 | +643 | $234 | +$65 | 21.9% |
| Covestor Ltd | 1,743 | +738 | $114 | +$56 | 73.4% |
| AMALGAMATED BANK | 2,849 | +533 | $186 | +$53 | 23.0% |
| CWM, LLC | 1,151 | +290 | $75 | +$26 | 33.7% |