13F QoQ Ownership Changes
HOPE Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 38 new · 71 added · 138 reduced · 25 exited
New Positions(38)
Added To(71)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| UBS Group AG | 1,972,716 | +835,814 | $21.6M | +$9.4M | 73.5% |
| BlackRock, Inc. | 18,222,766 | +378,387 | $199.7M | +$7.5M | 2.1% |
| Rhino Investment Partners, Inc | 2,362,498 | +465,997 | $25.9M | +$5.5M | 24.6% |
| GOLDMAN SACHS GROUP INC | 1,310,967 | +404,505 | $14.4M | +$4.6M | 44.6% |
| TWO SIGMA INVESTMENTS, LP | 1,323,752 | +148,312 | $14.5M | +$1.8M | 12.6% |
| FRONTIER CAPITAL MANAGEMENT CO LLC | 3,150,194 | +80,915 | $34.5M | +$1.5M | 2.6% |
| AlphaQuest LLC | 189,175 | +116,252 | $2.1M | +$1.3M | 159.4% |
| Y-Intercept (Hong Kong) Ltd | 164,282 | +91,158 | $1.8M | +$1.0M | 124.7% |
| BARCLAYS PLC | 277,912 | +93,811 | $3.0M | +$999.2K | 51.0% |
| GEODE CAPITAL MANAGEMENT, LLC | 3,154,157 | +3,676 | $34.6M | +$640.4K | 0.1% |
| WELLS FARGO & COMPANY/MN | 141,588 | +44,769 | $1.6M | +$509.1K | 46.2% |
| JPMORGAN CHASE & CO | 361,529 | +39,677 | $4.0M | +$496.0K | 12.3% |
| BAILARD, INC. | 68,452 | +33,464 | $750.2K | +$373.4K | 95.6% |
| Four Tree Island Advisory LLC | 59,190 | +29,400 | $648.7K | +$327.9K | 98.7% |
| JANUS HENDERSON GROUP PLC | 64,677 | +23,363 | $708.5K | +$263.4K | 56.5% |
| Versor Investments LP | 62,500 | +23,100 | $685.0K | +$260.7K | 58.6% |
| COMERICA BANK | 140,497 | +17,951 | $1.5M | +$220.0K | 14.6% |
| Quantinno Capital Management LP | 103,055 | +16,505 | $1.1M | +$197.3K | 19.1% |
| BANK OF AMERICA CORP /DE/ | 846,223 | +2,742 | $9.3M | +$190.3K | 0.3% |
| DEUTSCHE BANK AG\ | 117,980 | +11,429 | $1.3M | +$145.5K | 10.7% |
| Man Group plc | 25,532 | +11,082 | $279.8K | +$124.2K | 76.7% |
| OSAIC HOLDINGS, INC. | 10,698 | +10,181 | $117.3K | +$111.6K | 1969.2% |
| Swiss National Bank | 240,157 | +4,300 | $2.6M | +$91.9K | 1.8% |
| NEUBERGER BERMAN GROUP LLC | 20,688 | +6,111 | $226.7K | +$69.7K | 41.9% |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 269,046 | +1,152 | $2.9M | +$64.7K | 0.4% |
| iSAM Funds (UK) Ltd | 27,695 | +5,231 | $303.5K | +$61.6K | 23.3% |
| Creative Planning | 105,745 | +2,939 | $1.2M | +$51.7K | 2.9% |
| BNP PARIBAS FINANCIAL MARKETS | 48,825 | +2,704 | $535.1K | +$38.4K | 5.9% |
| MERCER GLOBAL ADVISORS INC /ADV | 23,384 | +2,672 | $256.3K | +$33.2K | 12.9% |
| AE Wealth Management LLC | 22,609 | +2,607 | $247.8K | +$32.4K | 13.0% |
| Rockefeller Capital Management L.P. | 3,625 | +2,862 | $39.7K | +$31.5K | 375.1% |
| KLP KAPITALFORVALTNING AS | 26,000 | +2,300 | $285.0K | +$29.7K | 9.7% |
| Corient Private Wealth LLC | 22,218 | +1,074 | $243.5K | +$15.8K | 5.1% |
| NorthCrest Asset Manangement, LLC | 54,877 | +73 | $616.3K | +$15.6K | 0.1% |
| Salomon & Ludwin, LLC | 1,795 | +1,118 | $20.2K | +$12.9K | 165.1% |
| PNC Financial Services Group, Inc. | 11,647 | +960 | $127.7K | +$12.6K | 9.0% |
| ProShare Advisors LLC | 24,110 | +720 | $264.2K | +$12.3K | 3.1% |
| QRG CAPITAL MANAGEMENT, INC. | 17,275 | +784 | $189.3K | +$11.7K | 4.8% |
| Pathstone Holdings, LLC | 38,038 | +401 | $416.9K | +$11.5K | 1.1% |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 29,299 | +400 | $321.1K | +$9.9K | 1.4% |
| Mariner, LLC | 25,390 | +353 | $278.4K | +$8.7K | 1.4% |
| Police & Firemen's Retirement System of New Jersey | 32,637 | +215 | $357.7K | +$8.5K | 0.7% |
| Inspire Investing, LLC | 42,592 | +23 | $466.8K | +$8.3K | 0.1% |
| Maryland State Retirement & Pension System | 18,760 | +289 | $205.6K | +$6.7K | 1.6% |
| STRATEGY ASSET MANAGERS LLC | 21,619 | +209 | $236.9K | +$6.4K | 1.0% |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 14,651 | +293 | $160.6K | +$5.9K | 2.0% |
| CIBC Asset Management Inc | 13,047 | +314 | $143.0K | +$5.9K | 2.5% |
| Versant Capital Management, Inc | 4,368 | +400 | $47.9K | +$5.1K | 10.1% |
| GAMMA Investing LLC | 5,355 | +311 | $58.7K | +$4.4K | 6.2% |
| Optiver Holding B.V. | 468 | +389 | $5.1K | +$4.3K | 492.4% |
| Quarry LP | 309 | +297 | $3.4K | +$3.3K | 2475.0% |
| Parkside Financial Bank & Trust | 495 | +282 | $5.4K | +$3.1K | 132.4% |
| Smartleaf Asset Management LLC | 2,998 | +147 | $33.1K | +$2.6K | 5.2% |
| Curi Capital, LLC | 11,655 | +19 | $127.7K | +$2.4K | 0.2% |
| Parallel Advisors, LLC | 8,018 | +1 | $87.9K | +$1.5K | 0.0% |
| UMB Bank, n.a. | 443 | +123 | $4.9K | +$1.4K | 38.4% |
| MassMutual Private Wealth & Trust, FSB | 2,829 | +60 | $31.0K | +$1.2K | 2.2% |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 3,331 | +3 | $36.5K | +$665 | 0.1% |
| HRT FINANCIAL LP | 69,930 | +59,623 | $766 | +$655 | 578.5% |
| ROTHSCHILD INVESTMENT LLC | 334 | +54 | $3.7K | +$645 | 19.3% |
| Retirement Wealth Solutions LLC | 50 | +41 | $548 | +$451 | 455.6% |
| Root Financial Partners, LLC | 36 | +35 | $395 | +$384 | 3500.0% |
| ASSETMARK, INC | 65 | +34 | $712 | +$378 | 109.7% |
| SG Americas Securities, LLC | 50,904 | +22,981 | $558 | +$257 | 82.3% |
| Cedar Mountain Advisors, LLC | 158 | +15 | $1.7K | +$192 | 10.5% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 134,255 | +7,349 | $1.5K | +$105 | 5.8% |
| State of Alaska, Department of Revenue | 70,271 | +714 | $769 | +$21 | 1.0% |
| HANTZ FINANCIAL SERVICES, INC. | 18,064 | +1,051 | $198 | +$15 | 6.2% |
| BESSEMER GROUP INC | 2,130 | +668 | $24 | +$8 | 45.7% |
| AMALGAMATED BANK | 36,993 | +34 | $405 | +$7 | 0.1% |
| CWM, LLC | 15,394 | +111 | $169 | +$4 | 0.7% |