FCHI8,141.92-0.19%
GDAXI24,083.53-0.19%
DJI49,167.79-0.13%
XLE56.880.19%
STOXX50E5,860.32-0.39%
XLF51.79-0.04%
FTSE10,321.09-0.56%
IXIC24,887.100.20%
RUT2,788.190.04%
GSPC7,173.910.12%
Temp30.1°C
UV0.3
Feels35.4°C
Humidity59%
Wind10.4 km/h
Air QualityAQI 1
Cloud Cover50%
Rain0%
Sunrise06:00 AM
Sunset06:47 PM
Time6:44 PM
13F QoQ Ownership Changes

HBB Institutional Holders

Period 2025-12-31 · prior 2025-09-30 · 7 new · 22 added · 43 reduced · 6 exited

New Positions(7)

ManagerSharesΔ SharesValueΔ Value% Δ
BAILARD, INC.17,257+17,257$283.9K+$283.9K
LOS ANGELES CAPITAL MANAGEMENT LLC5,651+5,651$79.3K+$79.3K
GAMMA Investing LLC56+56$921+$921
MAI Capital Management3+3$50+$50
Allworth Financial LP3+3$50+$50
IFP Advisors, Inc3+3$45+$45
ROTHSCHILD INVESTMENT LLC2+2$33+$33

Added To(22)

ManagerSharesΔ SharesValueΔ Value% Δ
AMERIPRISE FINANCIAL INC473,900+6,421$7.8M+$1.1M1.4%
Pacific Ridge Capital Partners, LLC340,471+13,098$5.6M+$896.4K4.0%
RBF Capital, LLC51,494+23,981$847.1K+$451.7K87.2%
GEODE CAPITAL MANAGEMENT, LLC152,615+469$2.5M+$324.2K0.3%
STATE STREET CORP130,005+1,557$2.1M+$292.8K1.2%
Empowered Funds, LLC61,834+3,470$1.0M+$178.5K5.9%
PNC Financial Services Group, Inc.61,602+2,500$1.0M+$164.1K4.2%
JPMORGAN CHASE & CO11,862+8,920$195.1K+$152.9K303.2%
BARCLAYS PLC21,873+2,773$391.3K+$116.8K14.5%
MORGAN STANLEY42,848+1,496$704.9K+$110.6K3.6%
WELLS FARGO & COMPANY/MN8,096+2,579$133.2K+$53.9K46.7%
Invesco Ltd.12,328+1,836$202.8K+$52.0K17.5%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC21,704+1$357.0K+$45.2K0.0%
GOLDMAN SACHS GROUP INC11,139+318$183.2K+$27.7K2.9%
BANK OF AMERICA CORP /DE/7,236+811$119.0K+$26.7K12.6%
DEUTSCHE BANK AG\5,945+733$97.8K+$22.9K14.1%
FMR LLC1,772+1,272$29.1K+$22.0K254.4%
BNP PARIBAS FINANCIAL MARKETS2,242+213$36.9K+$7.7K10.5%
Russell Investments Group, Ltd.929+333$15.3K+$6.7K55.9%
CITIGROUP INC159+68$2.6K+$1.3K74.7%
CWM, LLC54,457+99$896+$1150.2%
GSA CAPITAL PARTNERS LLP38,616+2,046$635+$1095.6%

Reduced(43)

ManagerSharesΔ SharesValueΔ Value% Δ
BlackRock, Inc.520,309-9,113$8.6M+$951.3K-1.7%
Royal Bank of Canada841-50,314$14.0K-$934.0K-98.3%
DIMENSIONAL FUND ADVISORS LP397,614-2,844$6.5M+$786.4K-0.7%
VANGUARD GROUP INC394,468-13,228$6.5M+$630.4K-3.2%
CITADEL ADVISORS LLC12,722-29,461$209.3K-$396.9K-69.8%
North Star Investment Management Corp.163,651-2,000$2.7M+$311.7K-1.2%
AMERICAN CENTURY COMPANIES INC196,563-10,989$3.2M+$250.9K-5.3%
JANE STREET GROUP, LLC16,449-19,768$270.6K-$249.9K-54.6%
Mork Capital Management, LLC60,0000$987.0K+$124.8K0.0%
Koss-Olinger Consulting, LLC31,897-3,808$525.0K-$114.0K-10.7%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC33,360-11,652$548.8K-$98.0K-25.9%
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP42,6220$701.1K+$88.7K0.0%
BRIDGEWAY CAPITAL MANAGEMENT, LLC99,034-19,430$1.6M-$73.2K-16.4%
VICTORY CAPITAL MANAGEMENT INC38,411-1,445$631.9K+$59.1K-3.6%
Bank of New York Mellon Corp89,700-16,819$1.5M-$55.1K-15.8%
M&T Bank Corp21,5000$353.7K+$44.7K0.0%
NORTHERN TRUST CORP51,501-10,311$847.2K-$41.0K-16.7%
RITHOLTZ WEALTH MANAGEMENT12,728-4,291$209.4K-$35.2K-25.2%
Baird Financial Group, Inc.11,2960$185.8K+$23.5K0.0%
UBS Group AG2,470-1,636$40.6K-$18.4K-39.8%
RENAISSANCE TECHNOLOGIES LLC22,600-2,100$371.8K+$16.8K-8.5%
OSAIC HOLDINGS, INC.3,449-1,297$56.7K-$13.2K-27.3%
RHUMBLINE ADVISERS5,932-1,680$97.6K-$11.8K-22.1%
Mariner, LLC11,981-1,263$197.1K+$6.8K-9.5%
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.3,389-37$55.7K+$6.5K-1.1%
Tower Research Capital LLC (TRC)674-481$11.1K-$5.5K-41.6%
NEW YORK STATE COMMON RETIREMENT FUND1,9000$31.3K+$4.0K0.0%
1620 INVESTMENT ADVISORS, INC.1,4540$23.9K+$3.0K0.0%
Police & Firemen's Retirement System of New Jersey9810$16.1K+$2.0K0.0%
Clearstead Advisors, LLC9220$15.2K+$1.9K0.0%
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM434-184$7.1K-$1.7K-29.8%
Ameritas Investment Partners, Inc.8350$13.7K+$1.7K0.0%
Legal & General Group Plc6180$10.2K+$1.3K0.0%
Investors Research Corp3000$4.9K+$6240.0%
EverSource Wealth Advisors, LLC9-34$148-$470-79.1%
Sterling Capital Management LLC406-90$6.7K-$449-18.1%
Optiver Holding B.V.1260$2.1K+$2620.0%
WHITTIER TRUST CO OF NEVADA INC1000$1.7K+$1680.0%
LSV ASSET MANAGEMENT28,1170$463+$590.0%
ACADIAN ASSET MANAGEMENT LLC5,881-4,706$96-$55-44.5%
HUNTINGTON NATIONAL BANK10$16+$20.0%
SBI Securities Co., Ltd.10$16+$20.0%
AMALGAMATED BANK221-74$4$0-25.1%

Sold Out(6)

ManagerSharesΔ SharesValueΔ Value% Δ
LAZARD ASSET MANAGEMENT LLC0-17,616$0-$253.1K
Crestwood Advisors Group, LLC0-15,438$0-$221.8K
TWO SIGMA INVESTMENTS, LP0-11,437$0-$164.3K
Advisory Services Network, LLC0-6,663$0-$95.7K
Arax Advisory Partners0-69$0-$992
True Wealth Design, LLC0-16$0-$230