DJI 52,747.32 +1.03% GSPC 7,428.78 +0.21% IXIC 24,876.91 −0.22% RUT 2,953.80 +0.20% FTSE 10,871.02 +0.83% GDAXI 25,464.01 +0.41% FCHI 8,458.78 +0.63% STOXX50E 6,289.51 +0.12% XLE 58.42 +1.48% XLF 57.47 −0.23% DJI 52,747.32 +1.03% GSPC 7,428.78 +0.21% IXIC 24,876.91 −0.22% RUT 2,953.80 +0.20% FTSE 10,871.02 +0.83% GDAXI 25,464.01 +0.41% FCHI 8,458.78 +0.63% STOXX50E 6,289.51 +0.12% XLE 58.42 +1.48% XLF 57.47 −0.23%
Home / Markets / IBTA / Investors Overview Financials Investors People Insider Trades All Hedge Fund Mutual Fund Pension Advisor / Partners
New Positions(24)
Manager Shares Δ Shares Value Δ Value % Δ MILLENNIUM MANAGEMENT LLC 86,921 +86,921 $2.0M +$2.0M — XTX Topco Ltd 84,322 +84,322 $1.9M +$1.9M — Brooklyn Investment Group 73,365 +73,365 $1.6M +$1.6M — Balyasny Asset Management LLC 48,775 +48,775 $1.1M +$1.1M — Quantinno Capital Management LP 26,448 +26,448 $601.2K +$601.2K — Counterpoint Mutual Funds LLC 25,842 +25,842 $587.4K +$587.4K — FourThought Financial Partners, LLC 23,134 +23,134 $525.8K +$525.8K — VARCOV Co. 19,305 +19,305 $438.8K +$438.8K — WINTON GROUP Ltd 10,440 +10,440 $237.3K +$237.3K — CANADA PENSION PLAN INVESTMENT BOARD 10,200 +10,200 $231.8K +$231.8K — FOX RUN MANAGEMENT, L.L.C. 10,007 +10,007 $227.5K +$227.5K — NANO CAP NEW MILLENNIUM GROWTH FUND L P 10,000 +10,000 $227.3K +$227.3K — Aristides Capital LLC 9,700 +9,700 $220.5K +$220.5K — AlphaQuest LLC 3,723 +3,723 $84.6K +$84.6K — Ronald Blue Trust, Inc. 336 +336 $7.6K +$7.6K — UMB Bank, n.a. 109 +109 $2.5K +$2.5K — LOS ANGELES CAPITAL MANAGEMENT LLC 58 +58 $1.9K +$1.9K — HRT FINANCIAL LP 78,065 +78,065 $1.8K +$1.8K — Allworth Financial LP 38 +38 $864 +$864 — ROTHSCHILD INVESTMENT LLC 30 +30 $682 +$682 — SJS Investment Consulting Inc. 18 +18 $410 +$410 — Fortitude Family Office, LLC 17 +17 $386 +$386 — IFP Advisors, Inc 7 +7 $175 +$175 — Smartleaf Asset Management LLC 3 +3 $67 +$67 —
Added To(36)
Manager Shares Δ Shares Value Δ Value % Δ DEUTSCHE BANK AG\ 369,890 +359,470 $8.4M +$8.1M 3449.8% BlackRock, Inc. 1,051,720 +16,311 $23.9M -$4.9M 1.6% JANE STREET GROUP, LLC 224,529 +202,793 $5.1M +$4.5M 933.0% CITIGROUP INC 644,552 +3,215 $14.7M -$3.2M 0.5% BANK OF AMERICA CORP /DE/ 202,944 +146,800 $4.6M +$3.0M 261.5% JACOBS LEVY EQUITY MANAGEMENT, INC 189,954 +133,586 $4.3M +$2.7M 237.0% D. E. Shaw & Co., Inc. 1,690,546 +400,000 $38.4M +$2.5M 31.0% GEODE CAPITAL MANAGEMENT, LLC 327,479 +3,000 $7.4M -$1.6M 0.9% AMERIPRISE FINANCIAL INC 194,052 +3,440 $4.4M -$897.7K 1.8% RENAISSANCE TECHNOLOGIES LLC 203,308 +55,508 $4.6M +$505.0K 37.5% BARCLAYS PLC 27,037 +7,053 $989.6K +$433.0K 35.3% FRANKLIN RESOURCES INC 22,733 +15,481 $516.7K +$314.8K 213.5% Bank of New York Mellon Corp 63,209 +22,880 $1.4M +$313.6K 56.7% Nuveen, LLC 57,206 +2,476 $1.3M -$223.9K 4.5% CHARLES SCHWAB INVESTMENT MANAGEMENT INC 119,625 +15,398 $2.7M -$183.6K 14.8% Voleon Capital Management LP 38,231 +728 $869.0K -$175.5K 1.9% WELLS FARGO & COMPANY/MN 18,038 +6,695 $410.0K +$94.1K 59.0% Swiss National Bank 29,900 +2,900 $679.6K -$72.3K 10.7% UBS ASSET MANAGEMENT AMERICAS INC 17,769 +855 $403.9K -$67.2K 5.0% Farther Finance Advisors, LLC 2,401 +2,396 $54.6K +$54.4K 47920.0% KLP KAPITALFORVALTNING AS 12,400 +500 $281.9K -$49.6K 4.2% DIMENSIONAL FUND ADVISORS LP 9,809 +447 $223.0K -$37.8K 4.8% Caitong International Asset Management Co., Ltd 1,817 +1,185 $41.3K +$23.7K 187.5% CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 15,183 +2,302 $345.1K -$13.6K 17.9% Versant Capital Management, Inc 796 +632 $18.1K +$13.5K 385.4% FMR LLC 804 +409 $18.3K +$7.3K 103.5% Russell Investments Group, Ltd. 13,482 +2,692 $306.4K +$5.9K 24.9% SRS Capital Advisors, Inc. 185 +175 $4.2K +$3.9K 1750.0% Larson Financial Group LLC 172 +168 $3.9K +$3.8K 4200.0% Tower Research Capital LLC (TRC) 786 +34 $17.9K -$3.1K 4.5% Invesco Ltd. 8,892 +1,581 $202.1K -$1.5K 21.6% Sterling Capital Management LLC 91 +57 $2.1K +$1.1K 167.6% GAMMA Investing LLC 50 +25 $1.1K +$441 100.0% PRICE T ROWE ASSOCIATES INC /MD/ 44,967 +1,709 $1.0K -$183 4.0% Covestor Ltd 333 +332 $8 +$8 33200.0% BNP PARIBAS ASSET MANAGEMENT Holding S.A. 247 +17 $6 $0 7.4%
Reduced(60)
Manager Shares Δ Shares Value Δ Value % Δ Nikko Asset Management Americas, Inc. 341,265 -938,387 $7.7M -$27.9M -73.3% Sumitomo Mitsui Trust Holdings, Inc. 389,463 -891,756 $8.9M -$26.8M -69.6% Koch, Inc. 4,389,129 0 $99.8M -$22.5M 0.0% VANGUARD GROUP INC 1,164,995 -405,901 $26.5M -$17.3M -25.8% JPMORGAN CHASE & CO 74,765 -497,325 $1.7M -$14.2M -86.9% GOLDMAN SACHS GROUP INC 175,612 -281,068 $4.0M -$8.7M -61.5% BNP PARIBAS ARBITRAGE, SNC 325,046 -82,890 $7.4M -$4.0M -20.3% MORGAN STANLEY 227,070 -99,491 $5.2M -$3.9M -30.5% UBS Group AG 148,420 -79,481 $3.4M -$3.0M -34.9% CITADEL ADVISORS LLC 176,257 -49,999 $4.0M -$2.3M -22.1% PRIMECAP MANAGEMENT CO/CA/ 87,635 -62,530 $2.0M -$2.2M -41.6% Susquehanna Portfolio Strategies, LLC 22,751 -65,890 $517.1K -$2.0M -74.3% MARSHALL WACE, LLP 68,383 -56,782 $1.6M -$1.9M -45.4% NOTABLE CAPITAL MANAGEMENT, L.L.C. 367,032 0 $8.3M -$1.9M 0.0% STATE STREET CORP 305,137 -3,335 $6.9M -$1.7M -1.1% SUSQUEHANNA INTERNATIONAL GROUP, LLP 23,100 -37,400 $525.1K -$1.2M -61.8% NORTHERN TRUST CORP 141,345 -12,333 $3.2M -$1.1M -8.0% Royal Bank of Canada 1,950 -18,707 $44.0K -$733.0K -90.6% SAYBROOK CAPITAL /NC 60,258 0 $1.4M -$308.5K 0.0% UNITED CAPITAL FINANCIAL ADVISERS, LLC 44,548 0 $1.0M -$228.1K 0.0% ForthRight Wealth Management, LLC 30,296 0 $688.6K -$155.1K 0.0% INVICTUS PRIVATE WEALTH, LLC 10,524 -3,628 $239.2K -$154.9K -25.6% RHUMBLINE ADVISERS 16,857 -2,399 $383.2K -$153.1K -12.4% Verition Fund Management LLC 16,300 -2,249 $370.5K -$146.1K -12.1% STRS OHIO 21,800 0 $495.5K -$111.6K 0.0% Legal & General Group Plc 13,416 -45 $304.9K -$69.9K -0.3% Baker Avenue Asset Management, LP 12,750 0 $289.8K -$65.3K 0.0% ALLIANCEBERNSTEIN L.P. 12,050 0 $273.9K -$61.7K 0.0% Fermata Advisors, LLC 10,410 0 $236.6K -$53.3K 0.0% SIMPLEX TRADING, LLC 2,109 -195 $47.9K +$47.9K -8.5% MetLife Investment Management, LLC 9,340 0 $212.3K -$47.8K 0.0% Nemes Rush Group LLC 8,001 0 $181.9K -$41.0K 0.0% Zurcher Kantonalbank (Zurich Cantonalbank) 6,800 0 $154.6K -$34.8K 0.0% MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 6,460 -28 $146.8K -$33.9K -0.4% NEW YORK STATE COMMON RETIREMENT FUND 4,900 0 $111.4K -$25.1K 0.0% GROUP ONE TRADING, L.P. 1,088 -600 $24.7K -$22.3K -35.5% Police & Firemen's Retirement System of New Jersey 3,954 0 $89.9K -$20.2K 0.0% Parallel Advisors, LLC 3,861 -1 $87.8K -$19.8K -0.0% ADVISOR GROUP HOLDINGS, INC. 1,406 -153 $32.0K -$11.7K -9.8% FEDERATED HERMES, INC. 483 -281 $11.0K -$10.3K -36.8% Ameritas Investment Partners, Inc. 1,332 0 $30.3K -$6.8K 0.0% US BANCORP \DE\ 17 -204 $386 -$5.8K -92.3% Private Wealth Asset Management, LLC 1,000 0 $22.7K -$5.1K 0.0% Abound Wealth Management 604 0 $13.7K -$3.1K 0.0% EverSource Wealth Advisors, LLC 3 -80 $68 -$2.2K -96.4% SIGNATUREFD, LLC 31 -57 $705 -$1.7K -64.8% NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 150 0 $3.4K -$768 0.0% SBI Securities Co., Ltd. 116 0 $2.6K -$594 0.0% Optiver Holding B.V. 92 0 $2.1K -$471 0.0% Penserra Capital Management LLC 28,118 -5,089 $639 -$285 -15.3% JONES FINANCIAL COMPANIES LLLP 61 0 $1.4K -$269 0.0% Golden State Wealth Management, LLC 51 0 $1.2K -$261 0.0% ACADIAN ASSET MANAGEMENT LLC 1,076 -5,758 $24 -$165 -84.3% SG Americas Securities, LLC 6,011 -838 $137 -$54 -12.2% NBC SECURITIES, INC. 10 0 $227 -$51 0.0% CWM, LLC 1,328 -94 $30 -$10 -6.6% AMALGAMATED BANK 439 -102 $10 -$5 -18.9% CVA Family Office, LLC 1 0 $23 -$5 0.0% State of Alaska, Department of Revenue 815 0 $18 -$4 0.0% HARBOR CAPITAL ADVISORS, INC. 84 -1 $2 $0 -1.2%
Sold Out(24)
Manager Shares Δ Shares Value Δ Value % Δ ARK Investment Management LLC 0 -907,386 $0 -$25.3M — HSBC HOLDINGS PLC 0 -767,956 $0 -$21.4M — WILKINS INVESTMENT COUNSEL INC 0 -66,027 $0 -$1.8M — VICTORY CAPITAL MANAGEMENT INC 0 -51,854 $0 -$1.4M — NORGES BANK 0 -15,516 $0 -$955.9K — WOLVERINE TRADING, LLC 0 -31,100 $0 -$872.0K — Squarepoint Ops LLC 0 -25,848 $0 -$719.9K — AQR CAPITAL MANAGEMENT LLC 0 -20,861 $0 -$581.0K — AVIVA PLC 0 -18,308 $0 -$509.9K — Quadrature Capital Ltd 0 -18,171 $0 -$505.7K — Numerai GP LLC 0 -14,911 $0 -$415.3K — Voya Investment Management LLC 0 -14,703 $0 -$409.5K — Advisory Services Network, LLC 0 -9,925 $0 -$276.4K — EntryPoint Capital, LLC 0 -8,834 $0 -$246.0K — Brevan Howard Capital Management LP 0 -8,274 $0 -$230.4K — AXQ CAPITAL, LP 0 -8,002 $0 -$222.9K — Y-Intercept (Hong Kong) Ltd 0 -7,803 $0 -$217.3K — Quantbot Technologies LP 0 -2,420 $0 -$67.4K — Tortoise Investment Management, LLC 0 -568 $0 -$15.8K — Aster Capital Management (DIFC) Ltd 0 -145 $0 -$4.0K — True Wealth Design, LLC 0 -109 $0 -$3.0K — Clearstead Advisors, LLC 0 -57 $0 -$1.6K — NISA INVESTMENT ADVISORS, LLC 0 -8 $0 -$223 — PNC Financial Services Group, Inc. 0 -6 $0 -$167 —
Top Holders by reported value Ranked by the dollar value reported on the latest Form 13F. Share counts reflect long positions as of 2025-12-31.
Manager Shares $ Value Δ Shares QoQ % Koch, Inc. 4,389,129 $99.8M 0 0.0% D. E. Shaw & Co., Inc. 1,690,546 $38.4M +400,000 31.0% VANGUARD GROUP INC 1,164,995 $26.5M -405,901 -25.8% BlackRock, Inc. 1,051,720 $23.9M +16,311 1.6% CITIGROUP INC 644,552 $14.7M +3,215 0.5% Sumitomo Mitsui Trust Holdings, Inc. 389,463 $8.9M -891,756 -69.6% DEUTSCHE BANK AG\ 369,890 $8.4M +359,470 3449.8% NOTABLE CAPITAL MANAGEMENT, L.L.C. 367,032 $8.3M 0 0.0% Nikko Asset Management Americas, Inc. 341,265 $7.7M -938,387 -73.3% GEODE CAPITAL MANAGEMENT, LLC 327,479 $7.4M +3,000 0.9% BNP PARIBAS ARBITRAGE, SNC 325,046 $7.4M -82,890 -20.3% STATE STREET CORP 305,137 $6.9M -3,335 -1.1% MORGAN STANLEY 227,070 $5.2M -99,491 -30.5% JANE STREET GROUP, LLC 224,529 $5.1M +202,793 933.0% RENAISSANCE TECHNOLOGIES LLC 203,308 $4.6M +55,508 37.5% BANK OF AMERICA CORP /DE/ 202,944 $4.6M +146,800 261.5% AMERIPRISE FINANCIAL INC 194,052 $4.4M +3,440 1.8% JACOBS LEVY EQUITY MANAGEMENT, INC 189,954 $4.3M +133,586 237.0% CITADEL ADVISORS LLC 176,257 $4.0M -49,999 -22.1% GOLDMAN SACHS GROUP INC 175,612 $4.0M -281,068 -61.5%
New & Closed Positions this quarter New Positions
24 managers initiated
Top five by reported value
Closed Positions
24 managers exited
Top five by prior-quarter value
Methodology Form 13F is the SEC's quarterly disclosure for institutional investment managers exercising discretion over $100 million or more in qualifying U.S. equity securities. Managers must file within 45 days of each calendar quarter end, which is why holdings shown here reflect a snapshot at the period date — not real-time positioning.
Quarter-over-quarter deltas compare each manager's most recently reported share count for IBTA against its prior-quarter count. New positions are entries where the prior count was zero; closed positions are entries where the current count is zero. Amendments (13F-HR/A) replace prior filings for the same period.
Source: SEC EDGAR Form 13F (XML information tables). Dollar values are as reported by the manager and may use mid-quarter pricing conventions. CUSIP-to-ticker resolution is best-effort.