13F QoQ Ownership Changes
HTH Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 34 new · 66 added · 113 reduced · 25 exited
New Positions(34)
Added To(66)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| VICTORY CAPITAL MANAGEMENT INC | 204,789 | +178,009 | $7.0M | +$6.1M | 664.7% |
| Nuveen, LLC | 413,366 | +173,157 | $14.0M | +$6.0M | 72.1% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 554,483 | +131,371 | $18.8M | +$4.7M | 31.0% |
| JPMORGAN CHASE & CO | 595,621 | +97,201 | $20.2M | +$3.6M | 19.5% |
| AQR CAPITAL MANAGEMENT LLC | 523,612 | +91,508 | $17.8M | +$3.3M | 21.2% |
| PRUDENTIAL FINANCIAL INC | 216,734 | +85,430 | $7.4M | +$3.0M | 65.1% |
| JANE STREET GROUP, LLC | 144,425 | +72,577 | $4.9M | +$2.5M | 101.0% |
| BARCLAYS PLC | 153,035 | +84,707 | $4.6M | +$2.4M | 124.0% |
| FMR LLC | 109,386 | +27,029 | $3.7M | +$960.2K | 32.8% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 413,928 | +12,100 | $14.0M | +$619.6K | 3.0% |
| PANAGORA ASSET MANAGEMENT INC | 230,817 | +12,684 | $7.8M | +$543.9K | 5.8% |
| Y-Intercept (Hong Kong) Ltd | 47,288 | +15,441 | $1.6M | +$540.6K | 48.5% |
| Empowered Funds, LLC | 250,228 | +12,100 | $8.5M | +$534.5K | 5.1% |
| AMERICAN CENTURY COMPANIES INC | 432,161 | +9,204 | $14.7M | +$532.3K | 2.2% |
| IEQ CAPITAL, LLC | 126,298 | +13,377 | $4.3M | +$512.8K | 11.8% |
| WELLS FARGO & COMPANY/MN | 48,903 | +14,560 | $1.7M | +$512.0K | 42.4% |
| AlphaQuest LLC | 80,505 | +11,597 | $2.7M | +$429.4K | 16.8% |
| SEI INVESTMENTS CO | 31,664 | +10,229 | $1.1M | +$358.3K | 47.7% |
| ROYCE & ASSOCIATES LP | 288,240 | +5,550 | $9.8M | +$335.4K | 2.0% |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 390,565 | +2,970 | $13.3M | +$302.4K | 0.8% |
| Balyasny Asset Management L.P. | 15,324 | +8,196 | $520.1K | +$281.9K | 115.0% |
| ALLIANCEBERNSTEIN L.P. | 67,839 | +6,950 | $2.3M | +$267.5K | 11.4% |
| FRANKLIN RESOURCES INC | 61,512 | +6,489 | $2.1M | +$248.8K | 11.8% |
| Creative Planning | 44,403 | +6,346 | $1.5M | +$235.2K | 16.7% |
| MERCER GLOBAL ADVISORS INC /ADV | 97,482 | +4,924 | $3.3M | +$215.3K | 5.3% |
| Quantinno Capital Management LP | 22,209 | +5,794 | $753.8K | +$205.2K | 35.3% |
| Trexquant Investment LP | 57,752 | +4,983 | $2.0M | +$196.6K | 9.4% |
| Mariner, LLC | 15,073 | +4,746 | $512.3K | +$167.1K | 46.0% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 20,170 | +2,466 | $696.7K | +$119.5K | 13.9% |
| DEUTSCHE BANK AG\ | 66,094 | +2,501 | $2.2M | +$118.0K | 3.9% |
| Allspring Global Investments Holdings, LLC | 16,454 | +1,464 | $557.8K | +$56.8K | 9.8% |
| QRG CAPITAL MANAGEMENT, INC. | 9,741 | +1,508 | $330.6K | +$55.4K | 18.3% |
| Cerity Partners LLC | 10,106 | +1,386 | $343.0K | +$51.6K | 15.9% |
| CAPTRUST FINANCIAL ADVISORS | 12,202 | +1,345 | $414.1K | +$51.3K | 12.4% |
| PRELUDE CAPITAL MANAGEMENT, LLC | 13,354 | +1,297 | $453.2K | +$50.3K | 10.8% |
| NEUBERGER BERMAN GROUP LLC | 7,741 | +688 | $262.7K | +$27.0K | 9.8% |
| Tower Research Capital LLC (TRC) | 2,980 | +528 | $101.1K | +$19.2K | 21.5% |
| Smartleaf Asset Management LLC | 1,817 | +483 | $62.0K | +$17.1K | 36.2% |
| Inspire Investing, LLC | 13,779 | +134 | $467.7K | +$11.6K | 1.0% |
| EverSource Wealth Advisors, LLC | 1,566 | +289 | $53.1K | +$10.5K | 22.6% |
| Farther Finance Advisors, LLC | 224 | +212 | $7.6K | +$7.2K | 1766.7% |
| Allred Capital Management, LLC | 12,191 | +16 | $413.8K | +$6.9K | 0.1% |
| JONES FINANCIAL COMPANIES LLLP | 533 | +185 | $18.1K | +$6.3K | 53.2% |
| ProShare Advisors LLC | 8,451 | +45 | $286.8K | +$5.9K | 0.5% |
| Moss Adams Wealth Advisors LLC | 8,526 | +26 | $289.4K | +$5.3K | 0.3% |
| BESSEMER GROUP INC | 115,363 | +115,159 | $3.9K | +$3.9K | 56450.5% |
| GAMMA Investing LLC | 2,055 | +72 | $69.7K | +$3.5K | 3.6% |
| UMB Bank, n.a. | 247 | +96 | $8.4K | +$3.3K | 63.6% |
| NISA INVESTMENT ADVISORS, LLC | 612 | +50 | $20.8K | +$2.0K | 8.9% |
| Parallel Advisors, LLC | 104 | +51 | $3.5K | +$1.8K | 96.2% |
| Thrivent Financial for Lutherans | 81,675 | +49,859 | $2.8K | +$1.7K | 156.7% |
| QUADRANT CAPITAL GROUP LLC | 1,271 | +22 | $43.1K | +$1.4K | 1.8% |
| Salomon & Ludwin, LLC | 381 | +14 | $13.0K | +$864 | 3.8% |
| True Wealth Design, LLC | 449 | +17 | $15.2K | +$802 | 3.9% |
| Physician Wealth Advisors, Inc. | 47 | +21 | $1.6K | +$727 | 80.8% |
| CIBC Private Wealth Group LLC | 210 | +10 | $7.1K | +$443 | 5.0% |
| ROTHSCHILD INVESTMENT LLC | 136 | +8 | $4.6K | +$338 | 6.3% |
| FIFTH THIRD BANCORP | 182 | +7 | $6.2K | +$328 | 4.0% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 47,185 | +4,528 | $1.6K | +$176 | 10.6% |
| CWM, LLC | 31,051 | +4,095 | $1.1K | +$153 | 15.2% |
| GSA CAPITAL PARTNERS LLP | 25,320 | +2,822 | $859 | +$107 | 12.5% |
| HARBOR CAPITAL ADVISORS, INC. | 18,124 | +1,481 | $615 | +$59 | 8.9% |
| CANADA LIFE ASSURANCE Co | 37,559 | +368 | $1.3K | +$22 | 1.0% |
| SG Americas Securities, LLC | 15,919 | +304 | $540 | +$18 | 1.9% |
| State of Alaska, Department of Revenue | 24,894 | +17 | $844 | +$14 | 0.1% |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 363 | +115 | $12 | +$4 | 46.4% |