13F QoQ Ownership Changes
IDYA Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 58 new · 83 added · 104 reduced · 33 exited
New Positions(58)
Added To(83)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| FMR LLC | 13,149,960 | +3,415 | $454.6M | +$96.9M | 0.0% |
| JANUS HENDERSON GROUP PLC | 7,186,456 | +758,117 | $248.3M | +$73.4M | 11.8% |
| BlackRock, Inc. | 8,209,392 | +82,166 | $283.8M | +$62.7M | 1.0% |
| STATE STREET CORP | 4,134,641 | +893,707 | $142.9M | +$54.7M | 27.6% |
| Logos Global Management LP | 3,575,000 | +875,000 | $123.6M | +$50.1M | 32.4% |
| VANGUARD GROUP INC | 5,019,324 | +97,116 | $173.5M | +$39.6M | 2.0% |
| BAKER BROS. ADVISORS LP | 3,618,826 | +343,382 | $125.1M | +$36.0M | 10.5% |
| Fiera Capital Corp | 2,437,262 | +599,295 | $84.3M | +$34.2M | 32.6% |
| GOLDMAN SACHS GROUP INC | 1,770,866 | +537,753 | $61.2M | +$27.7M | 43.6% |
| DIMENSIONAL FUND ADVISORS LP | 938,857 | +441,809 | $32.5M | +$18.9M | 88.9% |
| Caption Management, LLC | 507,167 | +417,667 | $17.5M | +$15.1M | 466.7% |
| Ensign Peak Advisors, Inc | 979,063 | +225,899 | $33.8M | +$13.4M | 30.0% |
| Balyasny Asset Management L.P. | 596,483 | +216,172 | $20.6M | +$10.3M | 56.8% |
| Qube Research & Technologies Ltd | 467,851 | +204,158 | $16.2M | +$9.0M | 77.4% |
| Iron Triangle Partners LP | 467,484 | +197,484 | $16.2M | +$8.8M | 73.1% |
| UBS Group AG | 1,085,632 | +29,055 | $37.5M | +$8.8M | 2.7% |
| Candriam S.C.A. | 1,031,354 | +18,387 | $35.7M | +$8.1M | 1.8% |
| Fisher Asset Management, LLC | 889,633 | +27,425 | $30.8M | +$7.3M | 3.2% |
| Nuveen, LLC | 374,007 | +165,248 | $12.9M | +$7.2M | 79.2% |
| JPMORGAN CHASE & CO | 299,888 | +125,623 | $10.4M | +$5.6M | 72.1% |
| Invesco Ltd. | 238,314 | +114,118 | $8.2M | +$4.9M | 91.9% |
| TANG CAPITAL MANAGEMENT LLC | 450,000 | +50,000 | $15.6M | +$4.7M | 12.5% |
| NEW YORK STATE COMMON RETIREMENT FUND | 508,347 | +19,391 | $17.6M | +$4.3M | 4.0% |
| Aberdeen Group plc | 560,623 | +2,575 | $19.4M | +$4.2M | 0.5% |
| MILLENNIUM MANAGEMENT LLC | 208,548 | +70,963 | $7.2M | +$3.5M | 51.6% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 185,758 | +75,834 | $6.4M | +$3.4M | 69.0% |
| CITIGROUP INC | 127,067 | +86,260 | $4.4M | +$3.3M | 211.4% |
| Susquehanna Portfolio Strategies, LLC | 202,434 | +39,171 | $7.0M | +$2.6M | 24.0% |
| WELLS FARGO & COMPANY/MN | 256,144 | +13,136 | $8.9M | +$2.2M | 5.4% |
| AMERICAN CENTURY COMPANIES INC | 204,398 | +17,676 | $7.1M | +$2.0M | 9.5% |
| FRANKLIN RESOURCES INC | 240,209 | +4,784 | $8.3M | +$1.9M | 2.0% |
| Rafferty Asset Management, LLC | 126,362 | +33,210 | $4.4M | +$1.8M | 35.6% |
| AQR CAPITAL MANAGEMENT LLC | 68,177 | +45,951 | $2.4M | +$1.8M | 206.7% |
| ALPS ADVISORS INC | 71,789 | +29,639 | $2.5M | +$1.3M | 70.3% |
| Swiss National Bank | 155,600 | +2,800 | $5.4M | +$1.2M | 1.8% |
| SEI INVESTMENTS CO | 68,707 | +23,293 | $2.4M | +$1.1M | 51.3% |
| Creative Planning | 136,055 | +3,155 | $4.7M | +$1.1M | 2.4% |
| PROFUND ADVISORS LLC | 47,115 | +26,424 | $1.6M | +$1.1M | 127.7% |
| TWO SIGMA INVESTMENTS, LP | 113,841 | +4,129 | $3.9M | +$950.2K | 3.8% |
| TD Asset Management Inc | 46,040 | +19,600 | $1.6M | +$872.2K | 74.1% |
| WESBANCO BANK INC | 39,700 | +18,500 | $1.4M | +$795.6K | 87.3% |
| MML INVESTORS SERVICES, LLC | 83,939 | +2,570 | $2.9M | +$687.7K | 3.1% |
| TUDOR INVESTMENT CORP ET AL | 47,938 | +10,343 | $1.7M | +$634.3K | 27.5% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 69,909 | +3,416 | $2.4M | +$605.5K | 5.1% |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 75,945 | +1,372 | $2.6M | +$596.3K | 1.8% |
| Orion Porfolio Solutions, LLC | 58,394 | +3,962 | $2.0M | +$537.6K | 7.3% |
| BIT Capital GmbH | 16,900 | +13,881 | $584.2K | +$502.1K | 459.8% |
| Palumbo Wealth Management LLC | 28,024 | +10,572 | $968.8K | +$493.9K | 60.6% |
| Man Group plc | 23,826 | +10,190 | $823.7K | +$452.6K | 74.7% |
| Jain Global LLC | 21,041 | +9,281 | $727.4K | +$407.4K | 78.9% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 44,683 | +2,606 | $1.5M | +$399.4K | 6.2% |
| INTECH INVESTMENT MANAGEMENT LLC | 33,506 | +3,338 | $1.2M | +$337.4K | 11.1% |
| AMERIPRISE FINANCIAL INC | 44,954 | +74 | $1.6M | +$332.9K | 0.2% |
| Cetera Investment Advisers | 24,623 | +3,719 | $851.2K | +$282.4K | 17.8% |
| ProShare Advisors LLC | 18,565 | +1,713 | $641.8K | +$183.2K | 10.2% |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 12,773 | +3,143 | $441.6K | +$179.5K | 32.6% |
| Quantinno Capital Management LP | 20,025 | +1,066 | $692.3K | +$176.4K | 5.6% |
| BNP PARIBAS FINANCIAL MARKETS | 18,184 | +1,471 | $628.6K | +$173.9K | 8.8% |
| Virtus Investment Advisers, LLC | 7,819 | +2,712 | $270.3K | +$131.3K | 53.1% |
| Rockefeller Capital Management L.P. | 3,795 | +3,471 | $131.2K | +$122.4K | 1071.3% |
| Mariner, LLC | 10,772 | +1,218 | $372.5K | +$112.5K | 12.7% |
| SIMPLEX TRADING, LLC | 2,862 | +1,740 | $98.9K | +$98.9K | 155.1% |
| Russell Investments Group, Ltd. | 9,683 | +476 | $334.7K | +$84.2K | 5.2% |
| Vanguard Personalized Indexing Management, LLC | 10,507 | +204 | $363.2K | +$82.9K | 2.0% |
| TRUIST FINANCIAL CORP | 8,289 | +120 | $286.6K | +$64.3K | 1.5% |
| BARCLAYS PLC | 321,166 | +70,785 | $6.8M | -$62.0K | 28.3% |
| Mirae Asset Global Investments Co., Ltd. | 4,260 | +872 | $147.3K | +$55.1K | 25.7% |
| Parallel Advisors, LLC | 3,847 | +730 | $133.0K | +$48.2K | 23.4% |
| COMERICA BANK | 2,514 | +672 | $86.9K | +$36.8K | 36.5% |
| SIGNATUREFD, LLC | 4,619 | +87 | $159.7K | +$36.4K | 1.9% |
| Farther Finance Advisors, LLC | 919 | +580 | $31.8K | +$22.5K | 171.1% |
| Smartleaf Asset Management LLC | 641 | +586 | $22.1K | +$20.6K | 1065.5% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 1,449,145 | +339,405 | $50.1K | +$19.9K | 30.6% |
| ANTIPODES PARTNERS Ltd | 1,150 | +380 | $39.8K | +$18.8K | 49.4% |
| GAMMA Investing LLC | 1,290 | +174 | $44.6K | +$14.2K | 15.6% |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 697,925 | +289,473 | $24.1K | +$13.0K | 70.9% |
| ORG Partners LLC | 83 | +63 | $2.9K | +$2.3K | 315.0% |
| EverSource Wealth Advisors, LLC | 276 | +4 | $9.5K | +$2.1K | 1.5% |
| ROTHSCHILD INVESTMENT LLC | 176 | +6 | $6.1K | +$1.5K | 3.5% |
| WHITTIER TRUST CO OF NEVADA INC | 126 | +3 | $4.6K | +$1.2K | 2.4% |
| Larson Financial Group LLC | 40 | +4 | $1.4K | +$403 | 11.1% |
| CWM, LLC | 3,662 | +269 | $127 | +$35 | 7.9% |
| Covestor Ltd | 8 | +2 | $0 | $0 | 33.3% |