13F QoQ Ownership Changes
IBKR Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 1 new · 2 added · 1 reduced · 1 exited
New Positions(1)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| Legato Capital Management LLC | 4,502 | +4,502 | $289.5K | +$289.5K | — |
Added To(2)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| Ancora Advisors LLC | 301 | +181 | $19.4K | +$11.1K | 150.8% |
| S&CO INC | 63,080 | +160 | $4.1K | -$273 | 0.3% |
Reduced(1)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| COZAD ASSET MANAGEMENT INC | 204,055 | -5,084 | $13.1M | -$1.3M | -2.4% |
Sold Out(1)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| New England Research & Management, Inc. | 0 | -5,500 | $0 | -$378.5K | — |