New Positions
13 managers initiated
Top five by reported value
- Murphy, Middleton, Hinkle & Parker, Inc.$922.7K
- ALPS ADVISORS INC$104.9K
- LMR Partners LLP$27.9K
- MILLENNIUM MANAGEMENT LLC$22.0K
- CreativeOne Wealth, LLC$21.9K
Gold Resource Corporation ASE:GORO
Institutional holders, quarter-over-quarter share deltas, and new and closed positions disclosed in Form 13F. Period 2025-12-31 · prior 2025-09-30.
13 new15 added32 reduced10 exited
Total Institutional Holders
59
as of 2025-12-31
Top Holder
Fiscal Wisdom Wealth Management, LLC
$39.4M
Largest QoQ Increase
SUSQUEHANNA INTERNATIONAL GROUP, LLP
+870,723 sh
Largest QoQ Decrease
Fiscal Wisdom Wealth Management, LLC
-1,123,572 sh
New Positions(13)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| Murphy, Middleton, Hinkle & Parker, Inc. | 2,996 | +2,996 | $922.7K | +$922.7K | — |
| ALPS ADVISORS INC | 126,738 | +126,738 | $104.9K | +$104.9K | — |
| LMR Partners LLP | 33,715 | +33,715 | $27.9K | +$27.9K | — |
| MILLENNIUM MANAGEMENT LLC | 26,588 | +26,588 | $22.0K | +$22.0K | — |
| CreativeOne Wealth, LLC | 26,500 | +26,500 | $21.9K | +$21.9K | — |
| JB Capital LLC | 22,000 | +22,000 | $18.2K | +$18.2K | — |
| VICTORY CAPITAL MANAGEMENT INC | 18,511 | +18,511 | $15.3K | +$15.3K | — |
| Capital Advisory Group Advisory Services, LLC | 14,000 | +14,000 | $11.6K | +$11.6K | — |
| Vanguard Personalized Indexing Management, LLC | 12,162 | +12,162 | $10.1K | +$10.1K | — |
| Elevated Capital Advisors, LLC | 3,809 | +3,809 | $3.2K | +$3.2K | — |
| Larson Financial Group LLC | 1,000 | +1,000 | $828 | +$828 | — |
| UBS Group AG | 117 | +117 | $97 | +$97 | — |
| Allworth Financial LP | 100 | +100 | $83 | +$83 | — |
Added To(15)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1,301,251 | +870,723 | $1.1M | +$717.2K | 202.2% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 4,524,900 | +453,129 | $3.7M | +$342.2K | 11.1% |
| TWO SIGMA INVESTMENTS, LP | 1,379,868 | +394,129 | $1.1M | +$318.4K | 40.0% |
| BlackRock, Inc. | 1,163,581 | +214,013 | $963.4K | +$169.5K | 22.5% |
| TWO SIGMA ADVISERS, LP | 425,200 | +181,000 | $352.1K | +$147.9K | 74.1% |
| CITADEL ADVISORS LLC | 1,430,467 | +128,596 | $1.2M | +$95.9K | 9.9% |
| STATE STREET CORP | 559,416 | +80,600 | $463.2K | +$62.9K | 16.8% |
| XTX Topco Ltd | 138,592 | +44,644 | $114.8K | +$36.2K | 47.5% |
| TWO SIGMA SECURITIES, LLC | 56,194 | +42,838 | $46.5K | +$35.4K | 320.7% |
| Sound Income Strategies, LLC | 64,257 | +100 | $77.1K | +$25.9K | 0.1% |
| GEODE CAPITAL MANAGEMENT, LLC | 1,442,177 | +1,902 | $1.2M | -$10.1K | 0.1% |
| Fortitude Family Office, LLC | 2,121 | +1,343 | $1.8K | +$1.1K | 172.6% |
| JPMORGAN CHASE & CO | 2,846 | +844 | $2.4K | +$682 | 42.1% |
| GSA CAPITAL PARTNERS LLP | 653,119 | +640,041 | $541 | +$530 | 4894.0% |
| WELLS FARGO & COMPANY/MN | 301 | +300 | $249 | +$248 | 30000.0% |
Reduced(32)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| Fiscal Wisdom Wealth Management, LLC | 47,565,078 | -1,123,572 | $39.4M | -$399.6K | -2.3% |
| RENAISSANCE TECHNOLOGIES LLC | 1,618,415 | -321,255 | $1.3M | -$281.7K | -16.6% |
| JANE STREET GROUP, LLC | 880,445 | -311,984 | $729.0K | -$268.0K | -26.2% |
| MARSHALL WACE, LLP | 873,384 | -189,582 | $724.9K | -$168.0K | -17.8% |
| VANGUARD GROUP INC | 6,074,163 | -74,632 | $5.0M | -$111.0K | -1.2% |
| MORGAN STANLEY | 34,037 | -22,630 | $28.2K | -$19.2K | -39.9% |
| NORTHERN TRUST CORP | 236,876 | -11,396 | $196.1K | -$11.4K | -4.6% |
| STEPH & CO | 942 | -9,975 | $780 | -$8.3K | -91.4% |
| ADVISOR GROUP HOLDINGS, INC. | 23,449 | 0 | $19.5K | +$7.7K | 0.0% |
| BANK OF AMERICA CORP /DE/ | 1,658 | -8,503 | $1.4K | -$7.1K | -83.7% |
| SIMPLEX TRADING, LLC | 8,308 | -3,892 | $6.9K | +$6.9K | -31.9% |
| CoreCap Advisors, LLC | 2,500 | -5,000 | $2.1K | -$4.2K | -66.7% |
| CITIGROUP INC | 2 | -2,087 | $2 | -$1.7K | -99.9% |
| SBI Securities Co., Ltd. | 2,191 | -1,976 | $1.8K | -$1.7K | -47.4% |
| FMR LLC | 109 | -1,891 | $90 | -$1.6K | -94.5% |
| SRS Capital Advisors, Inc. | 243 | -1,500 | $202 | -$1.3K | -86.0% |
| Chevy Chase Trust Holdings, LLC | 34,642 | 0 | $28.7K | -$280 | 0.0% |
| WHITTIER TRUST CO OF NEVADA INC | 2,000 | 0 | $1.9K | +$215 | 0.0% |
| Schneider Downs Wealth Management Advisors, LP | 23,820 | 0 | $19.7K | -$193 | 0.0% |
| LPL Financial LLC | 16,598 | -15 | $13.7K | -$147 | -0.1% |
| AMERIPRISE FINANCIAL INC | 14,514 | 0 | $12.0K | -$117 | 0.0% |
| JONES FINANCIAL COMPANIES LLLP | 1,995 | 0 | $1.7K | -$72 | 0.0% |
| Farther Finance Advisors, LLC | 4,487 | 0 | $3.7K | -$37 | 0.0% |
| FEDERATED HERMES, INC. | 4,419 | 0 | $3.7K | -$36 | 0.0% |
| CWM, LLC | 119 | -25,960 | $0 | -$22 | -99.5% |
| BNP PARIBAS ARBITRAGE, SNC | 282 | 0 | $233 | -$3 | 0.0% |
| VISION FINANCIAL MARKETS LLC | 300 | 0 | $249 | -$3 | 0.0% |
| Federation des caisses Desjardins du Quebec | 182 | 0 | $151 | -$1 | 0.0% |
| Steward Partners Investment Advisory, LLC | 203 | 0 | $168 | -$1 | 0.0% |
| HARBOUR INVESTMENTS, INC. | 200 | 0 | $166 | -$1 | 0.0% |
| Royal Bank of Canada | 2,108 | -2,108 | $2.0K | $0 | -50.0% |
| MAI Capital Management | 0 | 0 | $1 | $0 | — |
Sold Out(10)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| Squarepoint Ops LLC | 0 | -429,149 | $0 | -$358.8K | — |
| WOLVERINE TRADING, LLC | 0 | -57,300 | $0 | -$48.8K | — |
| CAPTRUST FINANCIAL ADVISORS | 0 | -12,777 | $0 | -$10.7K | — |
| OLD MISSION CAPITAL LLC | 0 | -10,378 | $0 | -$8.7K | — |
| Tower Research Capital LLC (TRC) | 0 | -9,373 | $0 | -$7.8K | — |
| Plancorp, LLC | 0 | -20,000 | $0 | -$6.9K | — |
| UMA Financial Services, Inc. | 0 | -587 | $0 | -$491 | — |
| HRT FINANCIAL LP | 0 | -486,349 | $0 | -$406 | — |
| Virtu Financial LLC | 0 | -132,471 | $0 | -$111 | — |
| TD Waterhouse Canada Inc. | 0 | -11 | $0 | -$9 | — |
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 % |
|---|---|---|---|---|
| Fiscal Wisdom Wealth Management, LLC | 47,565,078 | $39.4M | -1,123,572 | -2.3% |
| VANGUARD GROUP INC | 6,074,163 | $5.0M | -74,632 | -1.2% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 4,524,900 | $3.7M | +453,129 | 11.1% |
| RENAISSANCE TECHNOLOGIES LLC | 1,618,415 | $1.3M | -321,255 | -16.6% |
| GEODE CAPITAL MANAGEMENT, LLC | 1,442,177 | $1.2M | +1,902 | 0.1% |
| CITADEL ADVISORS LLC | 1,430,467 | $1.2M | +128,596 | 9.9% |
| TWO SIGMA INVESTMENTS, LP | 1,379,868 | $1.1M | +394,129 | 40.0% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1,301,251 | $1.1M | +870,723 | 202.2% |
| BlackRock, Inc. | 1,163,581 | $963.4K | +214,013 | 22.5% |
| Murphy, Middleton, Hinkle & Parker, Inc. | 2,996 | $922.7K | +2,996 | — |
| JANE STREET GROUP, LLC | 880,445 | $729.0K | -311,984 | -26.2% |
| MARSHALL WACE, LLP | 873,384 | $724.9K | -189,582 | -17.8% |
| STATE STREET CORP | 559,416 | $463.2K | +80,600 | 16.8% |
| TWO SIGMA ADVISERS, LP | 425,200 | $352.1K | +181,000 | 74.1% |
| NORTHERN TRUST CORP | 236,876 | $196.1K | -11,396 | -4.6% |
| XTX Topco Ltd | 138,592 | $114.8K | +44,644 | 47.5% |
| ALPS ADVISORS INC | 126,738 | $104.9K | +126,738 | — |
| Sound Income Strategies, LLC | 64,257 | $77.1K | +100 | 0.1% |
| TWO SIGMA SECURITIES, LLC | 56,194 | $46.5K | +42,838 | 320.7% |
| Chevy Chase Trust Holdings, LLC | 34,642 | $28.7K | 0 | 0.0% |
New & Closed Positions this quarter
Closed Positions
10 managers exited
Top five by prior-quarter value
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 GORO 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.