13F QoQ Ownership Changes
H Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 109 new · 138 added · 238 reduced · 51 exited
New Positions(109)
Added To(138)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| WELLINGTON MANAGEMENT GROUP LLP | 4,676,116 | +1,516,554 | $749.7M | +$301.2M | 48.0% |
| Veritas Asset Management LLP | 1,900,417 | +1,695,616 | $304.7M | +$275.6M | 827.9% |
| PRINCIPAL FINANCIAL GROUP INC | 4,715,386 | +301 | $756.0M | +$86.8M | 0.0% |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 344,845 | +277,410 | $55.3M | +$45.7M | 411.4% |
| BANK OF NOVA SCOTIA | 1,605,243 | +43,733 | $257.4M | +$35.7M | 2.8% |
| DAVIDSON INVESTMENT ADVISORS | 272,421 | +202,031 | $43.7M | +$33.7M | 287.0% |
| GOLDMAN SACHS GROUP INC | 585,530 | +126,877 | $93.9M | +$28.8M | 27.7% |
| Lighthouse Investment Partners, LLC | 197,796 | +131,877 | $31.7M | +$22.4M | 200.1% |
| Fiera Capital Corp | 324,332 | +81,308 | $52.0M | +$17.5M | 33.5% |
| Quantinno Capital Management LP | 151,111 | +87,472 | $24.2M | +$15.2M | 137.4% |
| ALLIANCEBERNSTEIN L.P. | 624,162 | +24,828 | $100.1M | +$15.0M | 4.1% |
| GEODE CAPITAL MANAGEMENT, LLC | 751,607 | +6,849 | $120.2M | +$14.8M | 0.9% |
| Jain Global LLC | 258,249 | +69,453 | $41.4M | +$14.6M | 36.8% |
| Legal & General Group Plc | 457,680 | +34,434 | $73.4M | +$13.3M | 8.1% |
| ENVESTNET ASSET MANAGEMENT INC | 169,520 | +59,071 | $27.2M | +$11.5M | 53.5% |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 130,434 | +61,706 | $20.9M | +$11.2M | 89.8% |
| Allspring Global Investments Holdings, LLC | 248,131 | +32,048 | $41.1M | +$10.0M | 14.8% |
| Susquehanna Portfolio Strategies, LLC | 105,824 | +36,591 | $17.0M | +$7.1M | 52.9% |
| DEUTSCHE BANK AG\ | 276,797 | +6,519 | $44.4M | +$6.0M | 2.4% |
| UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC | 164,869 | +13,830 | $26.4M | +$5.0M | 9.2% |
| Alyeska Investment Group, L.P. | 187,113 | +5,167 | $30.0M | +$4.2M | 2.8% |
| BARCLAYS PLC | 472,221 | +36,778 | $65.9M | +$4.1M | 8.4% |
| MARSHALL WACE, LLP | 28,706 | +24,506 | $4.6M | +$4.0M | 583.5% |
| Night Squared LP | 48,676 | +19,905 | $7.8M | +$3.7M | 69.2% |
| SEI INVESTMENTS CO | 86,632 | +9,818 | $13.9M | +$3.0M | 12.8% |
| Gotham Asset Management, LLC | 64,479 | +12,136 | $10.3M | +$2.9M | 23.2% |
| TRUIST FINANCIAL CORP | 18,524 | +16,794 | $3.0M | +$2.7M | 970.8% |
| SEGALL BRYANT & HAMILL, LLC | 98,335 | +5,806 | $15.8M | +$2.6M | 6.3% |
| LPL Financial LLC | 21,125 | +13,595 | $3.4M | +$2.3M | 180.5% |
| Cullen/Frost Bankers, Inc. | 84,223 | +5,203 | $13.5M | +$2.3M | 6.6% |
| MOORE CAPITAL MANAGEMENT, LP | 17,963 | +13,345 | $2.9M | +$2.2M | 289.0% |
| Cerity Partners LLC | 15,602 | +9,678 | $2.5M | +$1.7M | 163.4% |
| OSAIC HOLDINGS, INC. | 16,040 | +7,667 | $2.6M | +$1.4M | 91.6% |
| WHITTIER TRUST CO | 63,229 | +54 | $10.6M | +$1.3M | 0.1% |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 47,667 | +2,027 | $7.8M | +$1.3M | 4.4% |
| Creative Planning | 16,474 | +6,740 | $2.6M | +$1.3M | 69.2% |
| MML INVESTORS SERVICES, LLC | 12,436 | +6,593 | $2.0M | +$1.2M | 112.8% |
| Envestnet Portfolio Solutions, Inc. | 8,869 | +6,877 | $1.4M | +$1.1M | 345.2% |
| Skandinaviska Enskilda Banken AB (publ) | 15,542 | +5,720 | $2.5M | +$1.1M | 58.2% |
| DANSKE BANK A/S | 26,018 | +4,300 | $4.2M | +$1.1M | 19.8% |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 13,984 | +5,340 | $2.2M | +$1.0M | 61.8% |
| PRINCIPAL SECURITIES, INC. | 7,722 | +5,578 | $1.2M | +$933.7K | 260.2% |
| Asset Management One Co., Ltd. | 17,362 | +3,523 | $2.9M | +$894.3K | 25.4% |
| SouthState Corp | 34,941 | +1,770 | $5.6M | +$893.8K | 5.3% |
| EXCHANGE TRADED CONCEPTS, LLC | 34,064 | +1,706 | $5.5M | +$868.6K | 5.3% |
| Caprock Group, LLC | 9,019 | +4,900 | $1.4M | +$850.8K | 119.0% |
| STATE OF WISCONSIN INVESTMENT BOARD | 30,334 | +1,939 | $4.9M | +$833.0K | 6.8% |
| WHITTIER TRUST CO OF NEVADA INC | 32,287 | +949 | $5.4M | +$805.6K | 3.0% |
| Ensign Peak Advisors, Inc | 19,012 | +2,880 | $3.0M | +$758.4K | 17.9% |
| SIRIOS CAPITAL MANAGEMENT L P | 13,679 | +3,001 | $2.2M | +$677.5K | 28.1% |
| AVIVA PLC | 25,612 | +1,382 | $4.1M | +$667.2K | 5.7% |
| Rockefeller Capital Management L.P. | 6,519 | +3,075 | $1.0M | +$556.3K | 89.3% |
| M&T Bank Corp | 10,757 | +1,304 | $1.7M | +$382.7K | 13.8% |
| FIFTH THIRD BANCORP | 5,675 | +1,917 | $909.8K | +$376.4K | 51.0% |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 7,494 | +1,414 | $1.2M | +$338.5K | 23.3% |
| Red Spruce Capital, LLC | 13,076 | +653 | $2.1M | +$333.1K | 5.3% |
| FMR LLC | 13,282 | +533 | $2.1M | +$319.9K | 4.2% |
| AQR CAPITAL MANAGEMENT LLC | 7,853 | +1,041 | $1.3M | +$292.2K | 15.3% |
| COMMONWEALTH EQUITY SERVICES, LLC | 1,716 | +96 | $275.1K | +$274.9K | 5.9% |
| Callan Family Office, LLC | 3,513 | +1,436 | $563.2K | +$268.4K | 69.1% |
| Pacer Advisors, Inc. | 6,558 | +977 | $1.1M | +$259.3K | 17.5% |
| Lansforsakringar Fondforvaltning AB (publ) | 13,630 | +51 | $2.2M | +$257.9K | 0.4% |
| NOMURA ASSET MANAGEMENT CO LTD | 13,763 | +7 | $2.2M | +$254.1K | 0.1% |
| MATHER GROUP, LLC. | 1,551 | +1,546 | $248.7K | +$247.9K | 30920.0% |
| Sequoia Financial Advisors, LLC | 5,093 | +1,018 | $816.6K | +$238.2K | 25.0% |
| BRIDGES INVESTMENT MANAGEMENT INC | 9,272 | +457 | $1.5M | +$235.4K | 5.2% |
| Investment Management Corp of Ontario | 2,930 | +1,005 | $469.7K | +$196.5K | 52.2% |
| WESTPAC BANKING CORP | 7,401 | +424 | $1.2M | +$196.3K | 6.1% |
| PNC Financial Services Group, Inc. | 4,792 | +623 | $768.3K | +$176.5K | 14.9% |
| TD PRIVATE CLIENT WEALTH LLC | 1,592 | +1,033 | $255.2K | +$175.9K | 184.8% |
| Tower Research Capital LLC (TRC) | 2,841 | +789 | $455.5K | +$164.2K | 38.5% |
| Pathstone Holdings, LLC | 4,766 | +518 | $764.1K | +$161.2K | 12.2% |
| Vanguard Personalized Indexing Management, LLC | 5,373 | +424 | $861.4K | +$159.0K | 8.6% |
| NEUBERGER BERMAN GROUP LLC | 8,192 | +17 | $1.3M | +$153.1K | 0.2% |
| &PARTNERS | 6,460 | +180 | $1.0M | +$144.7K | 2.9% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 6,266 | +139 | $1.0M | +$135.0K | 2.3% |
| SIGNATUREFD, LLC | 1,350 | +761 | $216.4K | +$132.8K | 129.2% |
| Snowden Capital Advisors LLC | 3,762 | +448 | $603.1K | +$132.8K | 13.5% |
| US BANCORP \DE\ | 4,114 | +326 | $659.6K | +$121.9K | 8.6% |
| Federation des caisses Desjardins du Quebec | 3,385 | +412 | $542.7K | +$120.7K | 13.8% |
| NISSAY ASSET MANAGEMENT CORP /JAPAN | 5,441 | +31 | $872.3K | +$104.5K | 0.6% |
| QUADRANT CAPITAL GROUP LLC | 4,625 | +35 | $741.5K | +$90.0K | 0.8% |
| NISA INVESTMENT ADVISORS, LLC | 996 | +478 | $159.7K | +$86.2K | 92.3% |
| GAMMA Investing LLC | 1,319 | +432 | $211.5K | +$85.6K | 48.7% |
| NORDEA INVESTMENT MANAGEMENT AB | 2,823 | +223 | $452.3K | +$82.6K | 8.6% |
| DRW Securities, LLC | 2,455 | +216 | $393.6K | +$75.5K | 9.6% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 2,375 | +127 | $398.2K | +$72.8K | 5.6% |
| Atria Investments, Inc | 2,754 | +142 | $441.6K | +$70.8K | 5.4% |
| Sovereign Financial Group, Inc. | 2,785 | +122 | $446.5K | +$68.6K | 4.6% |
| AlphaQuest LLC | 2,697 | +79 | $432.4K | +$60.8K | 3.0% |
| Ethic Inc. | 2,533 | +85 | $406.1K | +$58.6K | 3.5% |
| KEYBANK NATIONAL ASSOCIATION/OH | 2,734 | +56 | $438.3K | +$58.2K | 2.1% |
| Gilbert & Cook, Inc. | 2,439 | +83 | $391.0K | +$56.6K | 3.5% |
| Global Retirement Partners, LLC | 362 | +342 | $58.0K | +$55.2K | 1710.0% |
| Baird Financial Group, Inc. | 1,635 | +172 | $262.1K | +$54.4K | 11.8% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 2,318 | +79 | $371.6K | +$53.8K | 3.5% |
| CIBC Private Wealth Group LLC | 344 | +311 | $55.1K | +$50.5K | 942.4% |
| Vident Advisory, LLC | 2,366 | +45 | $379.3K | +$49.9K | 1.9% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 383,707 | +296,931 | $61.5K | +$49.2K | 342.2% |
| JONES FINANCIAL COMPANIES LLLP | 1,567 | +123 | $251.2K | +$45.9K | 8.5% |
| ROYAL LONDON ASSET MANAGEMENT LTD | 1,596 | +116 | $255.9K | +$45.8K | 7.8% |
| Perennial Investment Advisors, LLC | 2,039 | +10 | $327.0K | +$39.1K | 0.5% |
| Clearstead Advisors, LLC | 259 | +223 | $41.5K | +$36.4K | 619.4% |
| SG Americas Securities, LLC | 233,040 | +224,337 | $37.4K | +$36.1K | 2577.7% |
| UMB Bank, n.a. | 546 | +142 | $87.5K | +$30.2K | 35.1% |
| BAKER TILLY WEALTH MANAGEMENT, LLC | 1,449 | +9 | $232.3K | +$27.9K | 0.6% |
| MAI Capital Management | 367 | +130 | $58.8K | +$25.2K | 54.9% |
| Smartleaf Asset Management LLC | 389 | +115 | $63.6K | +$24.1K | 42.0% |
| NewEdge Advisors, LLC | 228 | +125 | $36.5K | +$21.9K | 121.3% |
| HUNTINGTON NATIONAL BANK | 868 | +29 | $139.2K | +$20.1K | 3.5% |
| STRS OHIO | 973 | +11 | $156.0K | +$19.5K | 1.1% |
| Farther Finance Advisors, LLC | 269 | +100 | $43.1K | +$19.1K | 59.2% |
| Steward Partners Investment Advisory, LLC | 459 | +72 | $73.6K | +$18.7K | 18.6% |
| Optiver Holding B.V. | 114 | +100 | $18.3K | +$16.3K | 714.3% |
| Quent Capital, LLC | 259 | +18 | $41.5K | +$7.3K | 7.5% |
| Measured Wealth Private Client Group, LLC | 249 | +8 | $39.9K | +$5.7K | 3.3% |
| Parkside Financial Bank & Trust | 152 | +16 | $24.4K | +$5.1K | 11.8% |
| Root Financial Partners, LLC | 97 | +18 | $15.6K | +$4.3K | 22.8% |
| HRT FINANCIAL LP | 84,169 | +16,264 | $13.5K | +$3.9K | 23.9% |
| Mirae Asset Global Investments Co., Ltd. | 94 | +11 | $15.1K | +$3.3K | 13.3% |
| Larson Financial Group LLC | 74 | +12 | $11.9K | +$3.1K | 19.4% |
| Rakuten Securities, Inc. | 57 | +14 | $9.1K | +$3.0K | 32.5% |
| JFS WEALTH ADVISORS, LLC | 62 | +8 | $9.9K | +$2.3K | 14.8% |
| FARMERS & MERCHANTS INVESTMENTS INC | 36 | +2 | $5.8K | +$946 | 5.9% |
| HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | 36,679 | +871 | $5.9K | +$783 | 2.4% |
| NATIXIS ADVISORS, LLC | 21,730 | +2,648 | $3.5K | +$776 | 13.9% |
| SJS Investment Consulting Inc. | 9 | +4 | $1.4K | +$734 | 80.0% |
| Handelsbanken Fonder AB | 13,300 | +3,300 | $2.1K | +$713 | 33.0% |
| Blue Trust, Inc. | 21 | +2 | $3.4K | +$670 | 10.5% |
| CANADA LIFE ASSURANCE Co | 30,269 | +651 | $4.9K | +$579 | 2.2% |
| Daiwa Securities Group Inc. | 17,877 | +95 | $2.9K | +$342 | 0.5% |
| Thrivent Financial for Lutherans | 10,301 | +574 | $1.7K | +$270 | 5.9% |
| Bay Harbor Wealth Management, LLC | 5 | +1 | $801 | +$234 | 25.0% |
| Transamerica Financial Advisors, LLC | 3 | +1 | $481 | +$197 | 50.0% |
| BI Asset Management Fondsmaeglerselskab A/S | 7,355 | +259 | $1.2K | +$172 | 3.6% |
| HANTZ FINANCIAL SERVICES, INC. | 1,532 | +888 | $246 | +$155 | 137.9% |
| PARK AVENUE SECURITIES LLC | 3,913 | +225 | $627 | +$104 | 6.1% |
| THOROUGHBRED FINANCIAL SERVICES, LLC | 2,439 | +1 | $391 | +$45 | 0.0% |