New Positions
41 managers initiated
Top five by reported value
Gladstone Commercial Corporation NMS:GOODO
Institutional holders, quarter-over-quarter share deltas, and new and closed positions disclosed in Form 13F. Period 2025-12-31 · prior 2025-09-30.
41 new72 added92 reduced32 exited
Total Institutional Holders
205
as of 2025-12-31
Top Holder
VANGUARD GROUP INC
$51.5M
Largest QoQ Increase
GOLDMAN SACHS GROUP INC
+353,525 sh
Largest QoQ Decrease
RENAISSANCE TECHNOLOGIES LLC
-215,488 sh
New Positions(41)
Added To(72)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| VANGUARD GROUP INC | 4,823,236 | +20,634 | $51.5M | -$7.7M | 0.4% |
| BlackRock, Inc. | 4,163,983 | +62,342 | $44.4M | -$6.1M | 1.5% |
| GOLDMAN SACHS GROUP INC | 521,090 | +353,525 | $5.6M | +$3.5M | 211.0% |
| MILLENNIUM MANAGEMENT LLC | 458,217 | +204,225 | $4.9M | +$1.8M | 80.4% |
| GEODE CAPITAL MANAGEMENT, LLC | 1,327,193 | +74,557 | $14.2M | -$1.3M | 6.0% |
| Quantinno Capital Management LP | 146,399 | +116,783 | $1.6M | +$1.2M | 394.3% |
| Y-Intercept (Hong Kong) Ltd | 164,182 | +94,413 | $1.8M | +$892.3K | 135.3% |
| MORGAN STANLEY | 452,264 | +128,729 | $4.8M | +$839.7K | 39.8% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 84,400 | +72,100 | $900.5K | +$749.0K | 586.2% |
| DIMENSIONAL FUND ADVISORS LP | 635,765 | +28,305 | $6.8M | -$700.1K | 4.7% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 730,497 | +50,238 | $7.8M | -$586.4K | 7.4% |
| BARCLAYS PLC | 87,860 | +12,740 | $1.3M | +$333.6K | 16.9% |
| ExodusPoint Capital Management, LP | 132,521 | +43,263 | $1.4M | +$314.3K | 48.5% |
| JANE STREET GROUP, LLC | 85,606 | +35,962 | $913.4K | +$301.8K | 72.4% |
| AlphaQuest LLC | 34,308 | +28,097 | $366.1K | +$289.5K | 452.4% |
| FMR LLC | 34,305 | +26,786 | $366.0K | +$273.4K | 356.2% |
| AQR CAPITAL MANAGEMENT LLC | 374,959 | +71,183 | $4.0M | +$258.3K | 23.4% |
| STIFEL FINANCIAL CORP | 188,342 | +6,765 | $2.0M | -$227.4K | 3.7% |
| Invesco Ltd. | 1,086,952 | +158,711 | $11.6M | +$161.8K | 17.1% |
| COMMONWEALTH EQUITY SERVICES, LLC | 14,975 | +1,062 | $159.8K | +$159.6K | 7.6% |
| Princeton Global Asset Management LLC | 33,511 | +17,084 | $357.6K | +$155.2K | 104.0% |
| Qube Research & Technologies Ltd | 964,936 | +141,072 | $10.3M | +$145.9K | 17.1% |
| Swiss National Bank | 91,800 | +2,100 | $979.5K | -$125.6K | 2.3% |
| Nuveen, LLC | 102,993 | +3,742 | $1.1M | -$123.8K | 3.8% |
| ALLIANCEBERNSTEIN L.P. | 68,663 | +41 | $732.6K | -$112.8K | 0.1% |
| MERCER GLOBAL ADVISORS INC /ADV | 27,338 | +12,034 | $291.7K | +$103.1K | 78.6% |
| EVERGREEN CAPITAL MANAGEMENT LLC | 27,365 | +12,000 | $292.0K | +$102.7K | 78.1% |
| IEQ CAPITAL, LLC | 33,744 | +10,980 | $360.0K | +$79.6K | 48.2% |
| DEUTSCHE BANK AG\ | 47,979 | +304 | $511.9K | -$75.4K | 0.6% |
| Cambria Investment Management, L.P. | 40,887 | +5,533 | $436.3K | -$70.4K | 15.7% |
| Cetera Investment Advisers | 47,982 | +1,259 | $512.0K | -$63.7K | 2.7% |
| Versant Capital Management, Inc | 7,863 | +6,118 | $83.9K | +$62.4K | 350.6% |
| BEACON INVESTMENT ADVISORS LLC | 44,397 | +1,129 | $473.7K | -$59.3K | 2.6% |
| PNC Financial Services Group, Inc. | 8,428 | +5,921 | $89.9K | +$59.0K | 236.2% |
| State of New Jersey Common Pension Fund D | 265,494 | +40,248 | $2.8M | +$57.8K | 17.9% |
| ADVISOR GROUP HOLDINGS, INC. | 17,550 | +7,162 | $187.3K | +$54.8K | 68.9% |
| CITIGROUP INC | 40,629 | +9,393 | $433.5K | +$48.7K | 30.1% |
| Creative Planning | 36,091 | +8,611 | $385.1K | +$46.5K | 31.3% |
| WELLS FARGO & COMPANY/MN | 55,124 | +10,670 | $588.2K | +$40.5K | 24.0% |
| NOMURA ASSET MANAGEMENT CO LTD | 74,700 | +7,000 | $797.0K | -$37.0K | 10.3% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 13,846 | +3,718 | $151.6K | +$35.6K | 36.7% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 21,531 | +91 | $229.7K | -$34.4K | 0.4% |
| Mariner, LLC | 22,571 | +5,613 | $240.9K | +$31.9K | 33.1% |
| BANK OF AMERICA CORP /DE/ | 50,512 | +4,692 | $539.0K | -$25.5K | 10.2% |
| LPL Financial LLC | 141,395 | +17,187 | $1.5M | -$21.6K | 13.8% |
| Valeo Financial Advisors, LLC | 11,828 | +10 | $126.2K | -$19.4K | 0.1% |
| Atomi Financial Group, Inc. | 11,890 | +359 | $126.9K | -$15.2K | 3.1% |
| EXCHANGE TRADED CONCEPTS, LLC | 138,476 | +19,734 | $1.5M | +$14.6K | 16.6% |
| Inspire Investing, LLC | 43,848 | +6,892 | $467.9K | +$12.6K | 18.6% |
| Kestra Advisory Services, LLC | 13,697 | +2,694 | $146.1K | +$10.6K | 24.5% |
| Farther Finance Advisors, LLC | 1,509 | +1,020 | $16.1K | +$10.1K | 208.6% |
| Alliance Wealth Advisors, LLC /UT | 17,859 | +2,970 | $190.6K | +$7.1K | 19.9% |
| GUGGENHEIM CAPITAL LLC | 18,732 | +3,033 | $199.9K | +$6.5K | 19.3% |
| RAYMOND JAMES FINANCIAL INC | 20,001 | +3,029 | $213.4K | +$4.3K | 17.8% |
| Prestige Wealth Management Group LLC | 294 | +245 | $4.3K | +$3.7K | 500.0% |
| Parallel Advisors, LLC | 3,052 | +241 | $32.6K | -$2.1K | 8.6% |
| True Wealth Design, LLC | 262 | +201 | $2.8K | +$2.0K | 329.5% |
| Mirae Asset Global Investments Co., Ltd. | 1,361 | +347 | $14.5K | +$2.0K | 34.2% |
| HUNTINGTON NATIONAL BANK | 279 | +163 | $3.0K | +$1.5K | 140.5% |
| ROTHSCHILD INVESTMENT LLC | 150 | +120 | $1.6K | +$1.2K | 400.0% |
| SG Americas Securities, LLC | 69,383 | +60,711 | $740 | +$633 | 700.1% |
| Glass Jacobson Investment Advisors llc | 162 | +4 | $1.7K | -$214 | 2.5% |
| Penserra Capital Management LLC | 105,757 | +29,118 | $1.1K | +$184 | 38.0% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 58,213 | +19,841 | $622 | +$149 | 51.7% |
| GREAT WEST LIFE ASSURANCE CO /CAN/ | 82,913 | +4,053 | $884 | -$78 | 5.1% |
| State of Alaska, Department of Revenue | 24,939 | +140 | $264 | -$40 | 0.6% |
| CWM, LLC | 16,867 | +4,772 | $180 | +$31 | 39.5% |
| Cambridge Investment Research Advisors, Inc. | 16,221 | +251 | $173 | -$24 | 1.6% |
| Daiwa Securities Group Inc. | 23,076 | +1,535 | $246 | -$19 | 7.1% |
| Covestor Ltd | 62 | +60 | $1 | +$1 | 3000.0% |
| TSFG, LLC | 430 | +15 | $5 | $0 | 3.6% |
| Capital Advisors, Ltd. LLC | 48 | +6 | $1 | $0 | 14.3% |
Reduced(92)
Sold Out(32)
Top Holders by reported value
Ranked by the dollar value reported on the latest Form 13F. Share counts reflect long positions as of 2025-12-31.
| Manager | Shares | $ Value | Δ Shares | QoQ % |
|---|---|---|---|---|
| VANGUARD GROUP INC | 4,823,236 | $51.5M | +20,634 | 0.4% |
| BlackRock, Inc. | 4,163,983 | $44.4M | +62,342 | 1.5% |
| STATE STREET CORP | 1,428,744 | $15.2M | -11,073 | -0.8% |
| GEODE CAPITAL MANAGEMENT, LLC | 1,327,193 | $14.2M | +74,557 | 6.0% |
| RENAISSANCE TECHNOLOGIES LLC | 1,285,466 | $13.7M | -215,488 | -14.3% |
| Invesco Ltd. | 1,086,952 | $11.6M | +158,711 | 17.1% |
| Qube Research & Technologies Ltd | 964,936 | $10.3M | +141,072 | 17.1% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 730,497 | $7.8M | +50,238 | 7.4% |
| DIMENSIONAL FUND ADVISORS LP | 635,765 | $6.8M | +28,305 | 4.7% |
| GOLDMAN SACHS GROUP INC | 521,090 | $5.6M | +353,525 | 211.0% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 498,569 | $5.3M | -72,823 | -12.7% |
| MILLENNIUM MANAGEMENT LLC | 458,217 | $4.9M | +204,225 | 80.4% |
| MORGAN STANLEY | 452,264 | $4.8M | +128,729 | 39.8% |
| NORTHERN TRUST CORP | 419,048 | $4.5M | -34,601 | -7.6% |
| AQR CAPITAL MANAGEMENT LLC | 374,959 | $4.0M | +71,183 | 23.4% |
| JPMORGAN CHASE & CO | 285,678 | $3.0M | -51,113 | -15.2% |
| State of New Jersey Common Pension Fund D | 265,494 | $2.8M | +40,248 | 17.9% |
| XML Financial, LLC | 237,689 | $2.5M | -130,669 | -35.5% |
| CITADEL ADVISORS LLC | 198,474 | $2.1M | -109,383 | -35.5% |
| Bank of New York Mellon Corp | 196,001 | $2.1M | -23,657 | -10.8% |
New & Closed Positions this quarter
Closed Positions
32 managers exited
Top five by prior-quarter value
- MARSHALL WACE, LLP$519.5K
- MARTINGALE ASSET MANAGEMENT L P$501.9K
- D. E. Shaw & Co., Inc.$494.6K
- LOS ANGELES CAPITAL MANAGEMENT LLC$429.4K
- XTX Topco Ltd$348.0K
Methodology
Form 13F is the SEC's quarterly disclosure for institutional investment managers exercising discretion over $100 million or more in qualifying U.S. equity securities. Managers must file within 45 days of each calendar quarter end, which is why holdings shown here reflect a snapshot at the period date — not real-time positioning.
Quarter-over-quarter deltas compare each manager's most recently reported share count for GOODO against its prior-quarter count. New positions are entries where the prior count was zero; closed positions are entries where the current count is zero. Amendments (13F-HR/A) replace prior filings for the same period.
Source: SEC EDGAR Form 13F (XML information tables). Dollar values are as reported by the manager and may use mid-quarter pricing conventions. CUSIP-to-ticker resolution is best-effort.