13F QoQ Ownership Changes
GOLF Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 48 new · 84 added · 188 reduced · 34 exited
New Positions(48)
Added To(84)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| NEUBERGER BERMAN GROUP LLC | 429,674 | +316,304 | $34.3M | +$25.4M | 279.0% |
| MORGAN STANLEY | 1,379,236 | +251,889 | $110.1M | +$21.6M | 22.3% |
| Capital Research Global Investors | 1,465,000 | +115,000 | $116.9M | +$11.0M | 8.5% |
| NEUMEIER POMA INVESTMENT COUNSEL LLC | 384,424 | +130,990 | $30.7M | +$10.8M | 51.7% |
| BlackRock, Inc. | 4,022,536 | +48,579 | $321.1M | +$9.2M | 1.2% |
| GOLDMAN SACHS GROUP INC | 303,957 | +107,840 | $24.3M | +$8.9M | 55.0% |
| TWO SIGMA INVESTMENTS, LP | 251,733 | +52,026 | $20.1M | +$4.4M | 26.1% |
| FIRST TRUST ADVISORS LP | 81,962 | +51,833 | $6.5M | +$4.2M | 172.0% |
| MILLENNIUM MANAGEMENT LLC | 55,228 | +50,389 | $4.4M | +$4.0M | 1041.3% |
| CITADEL ADVISORS LLC | 159,026 | +31,601 | $12.7M | +$2.7M | 24.8% |
| CITIGROUP INC | 40,663 | +29,852 | $3.2M | +$2.4M | 276.1% |
| KENNEDY CAPITAL MANAGEMENT LLC | 217,803 | +22,424 | $17.4M | +$2.0M | 11.5% |
| Campbell & CO Investment Adviser LLC | 41,545 | +22,208 | $3.3M | +$1.8M | 114.8% |
| BARCLAYS PLC | 56,549 | +16,988 | $4.1M | +$1.0M | 42.9% |
| GEODE CAPITAL MANAGEMENT, LLC | 638,414 | +1,530 | $51.0M | +$971.2K | 0.2% |
| INTECH INVESTMENT MANAGEMENT LLC | 21,423 | +10,346 | $1.7M | +$840.5K | 93.4% |
| Voya Investment Management LLC | 286,584 | +3,700 | $22.9M | +$671.6K | 1.3% |
| FMR LLC | 458,994 | +516 | $36.6M | +$651.0K | 0.1% |
| AQR CAPITAL MANAGEMENT LLC | 34,173 | +6,210 | $2.7M | +$532.9K | 22.2% |
| TUDOR INVESTMENT CORP ET AL | 73,115 | +4,545 | $5.8M | +$454.0K | 6.6% |
| Creative Planning | 13,334 | +4,986 | $1.1M | +$409.1K | 59.7% |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 34,967 | +3,665 | $2.8M | +$334.2K | 11.7% |
| Quantinno Capital Management LP | 9,110 | +3,886 | $727.2K | +$317.1K | 74.4% |
| Corient Private Wealth LLC | 9,499 | +3,676 | $758.2K | +$301.2K | 63.1% |
| Curated Wealth Partners LLC | 10,147 | +2,239 | $809.9K | +$189.2K | 28.3% |
| &PARTNERS | 48,770 | +1,344 | $3.9M | +$165.9K | 2.8% |
| Entropy Technologies, LP | 4,757 | +1,957 | $379.7K | +$159.9K | 69.9% |
| Swiss National Bank | 57,900 | +900 | $4.6M | +$147.6K | 1.6% |
| AlphaQuest LLC | 3,531 | +1,391 | $281.8K | +$113.9K | 65.0% |
| 12th Street Asset Management Company, LLC | 61,918 | +254 | $4.9M | +$102.3K | 0.4% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 9,305 | +1,028 | $742.7K | +$93.1K | 12.4% |
| Tower Research Capital LLC (TRC) | 2,265 | +1,047 | $180.8K | +$85.2K | 86.0% |
| LPL Financial LLC | 39,387 | +409 | $3.1M | +$84.5K | 1.0% |
| JONES FINANCIAL COMPANIES LLLP | 1,338 | +990 | $106.8K | +$80.1K | 284.5% |
| Aster Capital Management (DIFC) Ltd | 969 | +960 | $77.3K | +$76.6K | 10666.7% |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,842 | +838 | $546.1K | +$74.9K | 13.9% |
| Illinois Municipal Retirement Fund | 14,879 | +674 | $1.2M | +$72.7K | 4.7% |
| MML INVESTORS SERVICES, LLC | 4,723 | +709 | $377.0K | +$61.9K | 17.7% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1,384 | +749 | $110.5K | +$60.6K | 118.0% |
| BURNEY CO/ | 37,407 | +48 | $3.0M | +$53.5K | 0.1% |
| AZZAD ASSET MANAGEMENT INC /ADV | 14,631 | +386 | $1.2M | +$49.8K | 2.7% |
| Rockefeller Capital Management L.P. | 1,162 | +571 | $92.8K | +$46.3K | 96.6% |
| IFG Advisory, LLC | 5,441 | +471 | $434.3K | +$44.2K | 9.5% |
| TRUIST FINANCIAL CORP | 5,885 | +449 | $469.7K | +$43.1K | 8.3% |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 2,930 | +312 | $233.9K | +$28.4K | 11.9% |
| BENJAMIN EDWARDS INC | 3,835 | +210 | $306.1K | +$21.6K | 5.8% |
| ProShare Advisors LLC | 5,368 | +166 | $428.5K | +$20.2K | 3.2% |
| Steward Partners Investment Advisory, LLC | 5,779 | +135 | $461.3K | +$18.3K | 2.4% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 12,836 | +10 | $1.0M | +$17.9K | 0.1% |
| D.A. DAVIDSON & CO. | 7,333 | +100 | $585.3K | +$17.6K | 1.4% |
| Parkside Financial Bank & Trust | 12,280 | +8 | $980.2K | +$17.0K | 0.1% |
| HANCOCK WHITNEY CORP | 3,445 | +155 | $275.0K | +$16.8K | 4.7% |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 6,300 | +100 | $502.9K | +$16.2K | 1.6% |
| Envestnet Portfolio Solutions, Inc. | 4,213 | +133 | $336.3K | +$16.0K | 3.3% |
| GAMMA Investing LLC | 1,862 | +144 | $148.6K | +$13.8K | 8.4% |
| Smartleaf Asset Management LLC | 1,665 | +44 | $136.3K | +$11.1K | 2.7% |
| Salomon & Ludwin, LLC | 238 | +108 | $20.1K | +$9.6K | 83.1% |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 3,151 | +63 | $251.5K | +$9.1K | 2.0% |
| Sterling Capital Management LLC | 180 | +113 | $14.4K | +$9.1K | 168.7% |
| Maryland State Retirement & Pension System | 4,007 | +44 | $319.8K | +$8.8K | 1.1% |
| CAPTRUST FINANCIAL ADVISORS | 3,455 | +34 | $275.8K | +$7.3K | 1.0% |
| Cornerstone Planning Group LLC | 68 | +59 | $6.4K | +$6.3K | 655.5% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 3,807 | +11 | $303.8K | +$5.9K | 0.3% |
| Parallel Advisors, LLC | 104 | +68 | $8.4K | +$5.5K | 188.9% |
| HRT FINANCIAL LP | 54,320 | +51,716 | $4.3K | +$4.1K | 1986.0% |
| MJT & Associates Financial Advisory Group, Inc. | 94 | +47 | $7.5K | +$3.8K | 100.0% |
| PRIVATE TRUST CO NA | 283 | +36 | $22.6K | +$3.2K | 14.6% |
| Root Financial Partners, LLC | 220 | +28 | $17.6K | +$2.5K | 14.6% |
| JFS WEALTH ADVISORS, LLC | 75 | +18 | $6.0K | +$1.5K | 31.6% |
| UMB Bank, n.a. | 288 | +12 | $23.0K | +$1.3K | 4.3% |
| FIFTH THIRD BANCORP | 75 | +8 | $6.0K | +$728 | 11.9% |
| CIBC Private Wealth Group LLC | 106 | +6 | $8.5K | +$612 | 6.0% |
| Blue Trust, Inc. | 103 | +4 | $8.2K | +$450 | 4.0% |
| Rialto Wealth Management, LLC | 7 | +4 | $559 | +$323 | 133.3% |
| NATIXIS ADVISORS, LLC | 17,002 | +3,306 | $1.4K | +$282 | 24.1% |
| ROTHSCHILD INVESTMENT LLC | 76 | +1 | $6.1K | +$179 | 1.3% |
| Bay Harbor Wealth Management, LLC | 7 | +2 | $558 | +$166 | 40.0% |
| HANTZ FINANCIAL SERVICES, INC. | 656 | +500 | $52 | +$40 | 320.5% |
| State of Alaska, Department of Revenue | 14,038 | +167 | $1.1K | +$32 | 1.2% |
| Janney Montgomery Scott LLC | 3,995 | +242 | $319 | +$24 | 6.4% |
| AMALGAMATED BANK | 8,010 | +163 | $639 | +$23 | 2.1% |
| Cambridge Investment Research Advisors, Inc. | 3,480 | +138 | $278 | +$16 | 4.1% |
| BESSEMER GROUP INC | 2,499 | +123 | $199 | +$13 | 5.2% |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 373 | +100 | $30 | +$9 | 36.6% |