13F QoQ Ownership Changes
HHH Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 73 new · 105 added · 148 reduced · 40 exited
New Positions(73)
Added To(105)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| Long Focus Capital Management, LLC | 369,165 | +225,165 | $29.4M | +$17.6M | 156.4% |
| Alberta Investment Management Corp | 498,000 | +249,000 | $37.3M | +$16.8M | 100.0% |
| AMERICAN CENTURY COMPANIES INC | 953,478 | +205,983 | $76.1M | +$14.6M | 27.6% |
| WELLS FARGO & COMPANY/MN | 1,242,081 | +204,784 | $99.1M | +$13.8M | 19.7% |
| JCP Investment Management, LLC | 181,100 | +171,100 | $14.4M | +$13.6M | 1711.0% |
| Annex Advisory Services, LLC | 181,388 | +166,489 | $14.5M | +$13.2M | 1117.5% |
| AQR CAPITAL MANAGEMENT LLC | 179,664 | +95,388 | $14.3M | +$7.4M | 113.2% |
| Tidal Investments LLC | 119,860 | +69,476 | $9.6M | +$5.4M | 137.9% |
| PRUDENTIAL FINANCIAL INC | 79,679 | +63,715 | $6.4M | +$5.0M | 399.1% |
| NORGES BANK | 400,617 | +35,099 | $32.0M | +$3.7M | 9.6% |
| DIMENSIONAL FUND ADVISORS LP | 2,613,905 | +116,873 | $208.5M | +$3.3M | 4.7% |
| TUDOR INVESTMENT CORP ET AL | 191,643 | +43,492 | $15.3M | +$3.1M | 29.4% |
| CRCM LP | 612,839 | +52,126 | $48.9M | +$2.8M | 9.3% |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 63,425 | +34,985 | $5.1M | +$2.7M | 123.0% |
| BlackRock, Inc. | 1,480,367 | +15,981 | $118.1M | -$2.2M | 1.1% |
| Uniplan Investment Counsel, Inc. | 73,913 | +27,373 | $5.9M | +$2.1M | 58.8% |
| Northern Right Capital Management, L.P. | 336,926 | +34,476 | $26.9M | +$2.0M | 11.4% |
| MARSHALL WACE, LLP | 26,526 | +21,727 | $2.1M | +$1.7M | 452.7% |
| DARK FOREST CAPITAL MANAGEMENT LP | 25,768 | +20,869 | $2.1M | +$1.7M | 426.0% |
| MILLENNIUM MANAGEMENT LLC | 96,153 | +14,695 | $7.7M | +$976.7K | 18.0% |
| Quantinno Capital Management LP | 21,914 | +11,351 | $1.7M | +$880.1K | 107.5% |
| Sowell Financial Services LLC | 83,708 | +13,121 | $6.7M | +$877.3K | 18.6% |
| Mutual Advisors, LLC | 13,362 | +10,760 | $1.1M | +$854.2K | 413.5% |
| RENAISSANCE TECHNOLOGIES LLC | 148,400 | +14,000 | $11.8M | +$794.2K | 10.4% |
| COMERICA BANK | 18,840 | +9,834 | $1.5M | +$762.9K | 109.2% |
| MARTINGALE ASSET MANAGEMENT L P | 22,141 | +9,505 | $1.8M | +$727.9K | 75.2% |
| CANADA PENSION PLAN INVESTMENT BOARD | 32,700 | +8,300 | $2.6M | +$603.5K | 34.0% |
| Nuveen, LLC | 66,695 | +8,110 | $5.3M | +$506.3K | 13.8% |
| Candriam S.C.A. | 20,908 | +6,151 | $1.7M | +$455.3K | 41.7% |
| Gotham Asset Management, LLC | 341,698 | +4,499 | $27.3M | -$450.4K | 1.3% |
| Bank of New York Mellon Corp | 100,816 | +8,324 | $8.0M | +$442.0K | 9.0% |
| UBS Group AG | 175,547 | +10,301 | $14.0M | +$425.1K | 6.2% |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 143,000 | +9,254 | $11.4M | +$417.2K | 6.9% |
| FMR LLC | 11,573 | +4,572 | $923.2K | +$347.9K | 65.3% |
| SIMPLEX TRADING, LLC | 4,298 | +1,042 | $342.9K | +$342.6K | 32.0% |
| Quent Capital, LLC | 5,996 | +4,260 | $478.3K | +$335.7K | 245.4% |
| Cetera Investment Advisers | 8,781 | +4,166 | $700.5K | +$321.2K | 90.3% |
| COMMONWEALTH EQUITY SERVICES, LLC | 3,942 | +513 | $314.5K | +$314.2K | 15.0% |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 22,642 | +4,402 | $1.8M | +$307.4K | 24.1% |
| BARCLAYS PLC | 77,802 | +16,964 | $5.3M | +$252.6K | 27.9% |
| AMERIPRISE FINANCIAL INC | 108,699 | +5,877 | $8.7M | +$222.0K | 5.7% |
| Proficio Capital Partners LLC | 30,408 | +3,525 | $2.4M | +$216.7K | 13.1% |
| Summit Trail Advisors, LLC | 7,703 | +2,627 | $614.5K | +$197.4K | 51.8% |
| RAYMOND JAMES FINANCIAL INC | 69,645 | +184 | $5.6M | -$152.0K | 0.3% |
| Steward Partners Investment Advisory, LLC | 19,791 | +2,355 | $1.6M | +$146.0K | 13.5% |
| ZACKS INVESTMENT MANAGEMENT | 105,490 | +1,413 | $8.4M | -$137.1K | 1.4% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 4,789 | +1,742 | $389.6K | +$136.3K | 57.2% |
| State of Wyoming | 3,013 | +1,664 | $240.3K | +$129.5K | 123.3% |
| Invesco Ltd. | 75,921 | +936 | $6.1M | -$105.3K | 1.2% |
| SEI INVESTMENTS CO | 24,527 | +1,873 | $2.0M | +$97.1K | 8.3% |
| Global Retirement Partners, LLC | 1,288 | +915 | $102.7K | +$72.1K | 245.3% |
| Ashton Thomas Private Wealth, LLC | 4,979 | +991 | $397.2K | +$69.5K | 24.8% |
| Creative Planning | 15,479 | +1,256 | $1.2M | +$66.1K | 8.8% |
| IFC Advisors LLC | 52,652 | +2,229 | $4.2M | +$56.8K | 4.4% |
| Swiss National Bank | 64,500 | +1,200 | $5.1M | -$56.2K | 1.9% |
| Sequoia Financial Advisors, LLC | 27,193 | +147 | $2.2M | -$53.2K | 0.5% |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 10,692 | +938 | $852.9K | +$51.4K | 9.6% |
| Quarry LP | 789 | +644 | $62.9K | +$51.0K | 444.1% |
| Net Worth Advisory Group | 3,259 | +696 | $260.0K | +$49.4K | 27.1% |
| Callan Family Office, LLC | 7,057 | +780 | $562.9K | +$47.2K | 12.4% |
| STATE OF WISCONSIN INVESTMENT BOARD | 60,453 | +1,249 | $4.8M | -$42.5K | 2.1% |
| Sage Investment Counsel LLC | 25,706 | +300 | $2.1M | -$37.0K | 1.2% |
| Pictet Asset Management Holding SA | 4,897 | +592 | $390.6K | +$36.9K | 13.8% |
| MERCER GLOBAL ADVISORS INC /ADV | 6,145 | +618 | $490.2K | +$36.0K | 11.2% |
| JONES FINANCIAL COMPANIES LLLP | 2,246 | +427 | $179.2K | +$32.7K | 23.5% |
| VICTORY CAPITAL MANAGEMENT INC | 139,064 | +4,410 | $11.1M | +$28.6K | 3.3% |
| Wilmington Savings Fund Society, FSB | 750 | +300 | $59.8K | +$22.9K | 66.7% |
| HUNTINGTON NATIONAL BANK | 494 | +283 | $39.4K | +$22.1K | 134.1% |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 30,734 | +634 | $2.5M | -$21.7K | 2.1% |
| Merit Financial Group, LLC | 3,320 | +358 | $264.8K | +$21.4K | 12.1% |
| Clear Creek Financial Management, LLC | 9,681 | +28 | $772.3K | -$20.9K | 0.3% |
| MML INVESTORS SERVICES, LLC | 3,592 | +273 | $286.5K | +$13.8K | 8.2% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 12,775 | +513 | $1.0M | +$11.5K | 4.2% |
| FIFTH THIRD BANCORP | 572 | +155 | $45.6K | +$11.4K | 37.2% |
| INTREPID CAPITAL MANAGEMENT INC | 40,732 | +1,076 | $3.2M | -$9.3K | 2.7% |
| SIGNATUREFD, LLC | 423 | +124 | $33.7K | +$9.2K | 41.5% |
| Farther Finance Advisors, LLC | 210 | +117 | $16.8K | +$9.1K | 125.8% |
| Versant Capital Management, Inc | 103 | +74 | $8.2K | +$5.8K | 255.2% |
| ENVESTNET ASSET MANAGEMENT INC | 17,039 | +436 | $1.4M | -$5.1K | 2.6% |
| Rockefeller Capital Management L.P. | 2,732 | +30 | $217.9K | -$4.1K | 1.1% |
| ROTHSCHILD INVESTMENT LLC | 50 | +49 | $4.0K | +$3.9K | 4900.0% |
| &PARTNERS | 5,407 | +204 | $431.3K | +$3.8K | 3.9% |
| Keystone Financial Services | 2,874 | +39 | $229.3K | -$3.7K | 1.4% |
| Root Financial Partners, LLC | 75 | +45 | $6.0K | +$3.5K | 150.0% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 65 | +40 | $5.2K | +$3.1K | 160.0% |
| HRT FINANCIAL LP | 123,299 | +39,803 | $9.8K | +$3.0K | 47.7% |
| Smartleaf Asset Management LLC | 304 | +39 | $24.4K | +$2.7K | 14.7% |
| GAMMA Investing LLC | 237 | +39 | $18.9K | +$2.6K | 19.7% |
| PNC Financial Services Group, Inc. | 2,192 | +90 | $174.9K | +$2.1K | 4.3% |
| SG Americas Securities, LLC | 48,992 | +23,276 | $3.9K | +$1.8K | 90.5% |
| STRS OHIO | 741 | +1 | $59.1K | -$1.7K | 0.1% |
| Cullen/Frost Bankers, Inc. | 2,620 | +92 | $209.0K | +$1.3K | 3.6% |
| Transamerica Financial Advisors, LLC | 64 | +10 | $5.1K | +$668 | 18.5% |
| Sunbelt Securities, Inc. | 20 | +5 | $1.6K | +$362 | 33.3% |
| CWM, LLC | 3,186 | +2,521 | $254 | +$199 | 379.1% |
| Cornerstone Planning Group LLC | 9 | +2 | $723 | +$172 | 28.6% |
| UMB Bank, n.a. | 16 | +2 | $1.3K | +$126 | 14.3% |
| MassMutual Private Wealth & Trust, FSB | 183 | +5 | $14.6K | -$28 | 2.8% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 21,954 | +319 | $1.8K | -$26 | 1.5% |
| Janney Montgomery Scott LLC | 10,008 | +50 | $798 | -$20 | 0.5% |
| Handelsbanken Fonder AB | 15,858 | +300 | $1.3K | -$13 | 1.9% |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 714 | +170 | $57 | +$12 | 31.3% |
| AMALGAMATED BANK | 1,820 | +199 | $145 | +$12 | 12.3% |
| Capital Analysts, LLC | 160 | +48 | $13 | +$4 | 42.9% |
| State of Alaska, Department of Revenue | 2,799 | +90 | $223 | +$1 | 3.3% |