13F QoQ Ownership Changes
IMO Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 66 new · 112 added · 176 reduced · 44 exited
New Positions(66)
Added To(112)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| FMR LLC | 56,181,276 | +4,155,425 | $4.85B | +$135.9M | 8.0% |
| MORGAN STANLEY | 1,867,363 | +604,447 | $161.2M | +$46.6M | 47.9% |
| CITADEL ADVISORS LLC | 385,119 | +325,613 | $33.2M | +$27.8M | 547.2% |
| UBS Group AG | 1,709,910 | +303,286 | $147.6M | +$19.9M | 21.6% |
| AQR CAPITAL MANAGEMENT LLC | 277,929 | +214,152 | $24.0M | +$18.2M | 335.8% |
| TORONTO DOMINION BANK | 689,213 | +214,591 | $59.5M | +$16.5M | 45.2% |
| BNP PARIBAS FINANCIAL MARKETS | 296,585 | +185,995 | $25.6M | +$15.6M | 168.2% |
| BANK OF NOVA SCOTIA | 533,510 | +156,088 | $46.1M | +$11.8M | 41.4% |
| AMERIPRISE FINANCIAL INC | 319,735 | +58,153 | $30.8M | +$8.4M | 22.2% |
| NATIONAL BANK OF CANADA /FI/ | 993,319 | +110,882 | $85.5M | +$5.8M | 12.6% |
| Russell Investments Group, Ltd. | 239,031 | +70,245 | $20.7M | +$5.3M | 41.6% |
| Capital Wealth Planning, LLC | 149,262 | +57,570 | $13.3M | +$5.0M | 62.8% |
| CANADA PENSION PLAN INVESTMENT BOARD | 149,606 | +49,596 | $12.9M | +$3.9M | 49.6% |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 156,928 | +46,941 | $13.5M | +$3.6M | 42.7% |
| CIBC WORLD MARKET INC. | 1,243,738 | +96,694 | $107.5M | +$3.5M | 8.4% |
| JPMORGAN CHASE & CO | 1,082,938 | +15,281 | $93.5M | -$3.4M | 1.4% |
| WELLINGTON MANAGEMENT GROUP LLP | 93,863 | +40,618 | $8.1M | +$3.3M | 76.3% |
| 1832 Asset Management L.P. | 48,669 | +32,258 | $4.2M | +$2.7M | 196.6% |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 153,539 | +36,267 | $13.3M | +$2.6M | 30.9% |
| Federation des caisses Desjardins du Quebec | 109,944 | +30,384 | $9.5M | +$2.3M | 38.2% |
| Amundi | 664,395 | +9,762 | $57.3M | -$2.3M | 1.5% |
| Bank of New York Mellon Corp | 271,399 | +36,362 | $23.4M | +$2.1M | 15.5% |
| Jefferies Financial Group Inc. | 35,331 | +22,644 | $3.1M | +$1.9M | 178.5% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 557,538 | +8,285 | $48.2M | -$1.6M | 1.5% |
| MILLENNIUM MANAGEMENT LLC | 27,897 | +18,401 | $2.4M | +$1.5M | 193.8% |
| Ashton Thomas Private Wealth, LLC | 41,858 | +17,643 | $3.6M | +$1.4M | 72.8% |
| FRANKLIN RESOURCES INC | 192,677 | +23,200 | $16.6M | +$1.3M | 13.7% |
| BROWN BROTHERS HARRIMAN & CO | 14,002 | +13,963 | $1.2M | +$1.2M | 35802.6% |
| Legal & General Group Plc | 990,077 | +57,652 | $85.6M | +$1.1M | 6.2% |
| Investment Management Corp of Ontario | 34,402 | +13,129 | $3.0M | +$1.0M | 61.7% |
| Gotham Asset Management, LLC | 15,286 | +10,138 | $1.3M | +$852.2K | 196.9% |
| Triasima Portfolio Management inc. | 83,975 | +12,570 | $7.3M | +$788.5K | 17.6% |
| DIMENSIONAL FUND ADVISORS LP | 824,513 | +31,835 | $71.2M | -$767.2K | 4.0% |
| ALLIANCEBERNSTEIN L.P. | 29,868 | +7,857 | $2.6M | +$580.6K | 35.7% |
| Cerity Partners LLC | 97,410 | +11,140 | $8.4M | +$579.3K | 12.9% |
| AVIVA PLC | 141,700 | +637 | $12.3M | -$527.4K | 0.5% |
| SCOTIA CAPITAL INC. | 242,119 | +6,130 | $20.8M | -$516.5K | 2.6% |
| Walleye Trading LLC | 7,900 | +5,607 | $681.8K | +$473.8K | 244.5% |
| RAYMOND JAMES FINANCIAL INC | 137,040 | +11,736 | $11.8M | +$457.8K | 9.4% |
| Generali Asset Management SPA SGR | 14,753 | +4,007 | $1.7M | +$393.4K | 37.3% |
| ROYAL LONDON ASSET MANAGEMENT LTD | 101,593 | +658 | $8.8M | -$390.4K | 0.7% |
| GEODE CAPITAL MANAGEMENT, LLC | 1,693,690 | +78,321 | $149.1M | +$387.8K | 4.8% |
| Qube Research & Technologies Ltd | 30,200 | +5,600 | $2.6M | +$379.1K | 22.8% |
| DEUTSCHE BANK AG\ | 456,949 | +26,236 | $39.4M | +$356.4K | 6.1% |
| Callan Family Office, LLC | 8,714 | +4,055 | $752.1K | +$329.3K | 87.0% |
| SIG North Trading, ULC | 153,536 | +11,031 | $13.3M | +$320.8K | 7.7% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 75,301 | +173 | $6.5M | -$317.9K | 0.2% |
| OMERS ADMINISTRATION Corp | 159,741 | +10,741 | $13.8M | +$305.5K | 7.2% |
| AZZAD ASSET MANAGEMENT INC /ADV | 74,324 | +628 | $6.4M | -$272.3K | 0.8% |
| MERCER GLOBAL ADVISORS INC /ADV | 8,504 | +3,240 | $733.9K | +$256.3K | 61.5% |
| TWO SIGMA ADVISERS, LP | 37,100 | +4,600 | $3.2M | +$253.1K | 14.2% |
| FIRST HORIZON CORP | 6,074 | +3,062 | $524.2K | +$250.9K | 101.7% |
| Quantinno Capital Management LP | 69,000 | +698 | $6.0M | -$242.4K | 1.0% |
| Creative Planning | 52,769 | +533 | $4.6M | -$185.4K | 1.0% |
| State of Wyoming | 6,419 | +2,143 | $554.8K | +$166.8K | 50.1% |
| Mariner, LLC | 12,946 | +2,164 | $1.1M | +$140.1K | 20.1% |
| FORTRESS PRIVATE LEDGER, LLC | 9,579 | +2,005 | $826.8K | +$139.5K | 26.5% |
| TRANSCEND CAPITAL ADVISORS, LLC | 7,542 | +1,849 | $650.9K | +$134.4K | 32.5% |
| NEUBERGER BERMAN GROUP LLC | 107,772 | +6,436 | $9.3M | +$131.9K | 6.3% |
| BENJAMIN EDWARDS INC | 6,347 | +1,656 | $547.8K | +$122.2K | 35.3% |
| Gold Investment Management Ltd. | 28,408 | +86 | $2.5M | -$114.0K | 0.3% |
| STIFEL FINANCIAL CORP | 110,870 | +4,213 | $9.6M | -$108.9K | 4.0% |
| PRINCIPAL FINANCIAL GROUP INC | 16,876 | +1,938 | $1.5M | +$105.1K | 13.0% |
| LPL Financial LLC | 105,511 | +6,282 | $9.1M | +$102.6K | 6.3% |
| Atria Investments, Inc | 9,212 | +1,571 | $795.1K | +$101.7K | 20.6% |
| Siemens Fonds Invest GmbH | 2,105 | +693 | $250.9K | +$72.7K | 49.1% |
| HighTower Advisors, LLC | 4,220 | +989 | $364.2K | +$70.9K | 30.6% |
| Baker Ellis Asset Management LLC | 4,750 | +1,000 | $410.0K | +$69.7K | 26.7% |
| Assenagon Asset Management S.A. | 36,569 | +949 | $3.2M | -$67.0K | 2.7% |
| Argent Trust Co | 27,484 | +2,051 | $2.4M | +$64.3K | 8.1% |
| WELLS FARGO & COMPANY/MN | 135,906 | +7,334 | $11.7M | +$63.4K | 5.7% |
| US BANCORP \DE\ | 15,358 | +109 | $1.3M | -$58.1K | 0.7% |
| KLEIN PAVLIS & PEASLEY FINANCIAL, INC. | 9,869 | +1,088 | $851.8K | +$55.0K | 12.4% |
| Arax Advisory Partners | 1,560 | +663 | $134.7K | +$53.3K | 73.9% |
| INTECH INVESTMENT MANAGEMENT LLC | 82,983 | +4,392 | $7.2M | +$51.0K | 5.6% |
| Kestra Advisory Services, LLC | 8,688 | +982 | $749.9K | +$50.6K | 12.7% |
| Vident Advisory, LLC | 5,781 | +838 | $499.0K | +$50.5K | 16.9% |
| Vise Technologies, Inc. | 17,128 | +1,386 | $1.5M | +$49.9K | 8.8% |
| NewEdge Wealth, LLC | 75,466 | +2,809 | $6.5M | +$48.4K | 3.9% |
| ASSETMARK, INC | 653 | +442 | $56.3K | +$37.2K | 209.5% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 9,215 | +680 | $807.3K | +$32.8K | 8.0% |
| Ensign Peak Advisors, Inc | 9,924 | +100 | $858.5K | -$32.5K | 1.0% |
| Focus Partners Wealth | 3,705 | +532 | $320.0K | +$32.0K | 16.8% |
| ENVESTNET ASSET MANAGEMENT INC | 88,253 | +3,966 | $7.6M | -$31.1K | 4.7% |
| SIGNATUREFD, LLC | 7,642 | +42 | $659.6K | -$30.0K | 0.6% |
| Vanguard Personalized Indexing Management, LLC | 22,233 | +763 | $1.9M | -$29.6K | 3.5% |
| Parallel Advisors, LLC | 6,503 | +19 | $561.3K | -$27.1K | 0.3% |
| Aviso Financial Inc. | 12,488 | +300 | $1.1M | -$26.4K | 2.5% |
| TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA | 760 | +280 | $65.8K | +$22.2K | 58.3% |
| MJT & Associates Financial Advisory Group, Inc. | 522 | +261 | $45.1K | +$21.4K | 100.0% |
| BURNEY CO/ | 36,503 | +1,585 | $3.2M | -$17.9K | 4.5% |
| Baron Wealth Management LLC | 3,906 | +16 | $337.1K | -$15.9K | 0.4% |
| Farther Finance Advisors, LLC | 4,590 | +77 | $396.1K | -$13.4K | 1.7% |
| PDS Planning, Inc | 2,981 | +4 | $257.3K | -$12.8K | 0.1% |
| Pathstone Holdings, LLC | 8,152 | +534 | $703.8K | +$12.6K | 7.0% |
| Canopy Partners, LLC | 3,337 | +25 | $288.0K | -$12.5K | 0.8% |
| Kathmere Capital Management, LLC | 6,563 | +186 | $566.5K | -$12.2K | 2.9% |
| Checchi Capital Advisers, LLC | 3,100 | +17 | $267.6K | -$12.2K | 0.6% |
| Root Financial Partners, LLC | 293 | +137 | $25.3K | +$11.1K | 87.8% |
| CAPTRUST FINANCIAL ADVISORS | 2,658 | +40 | $229.4K | -$8.2K | 1.5% |
| Transamerica Financial Advisors, LLC | 212 | +91 | $18.4K | +$7.4K | 75.2% |
| Smartleaf Asset Management LLC | 531 | +101 | $46.2K | +$6.6K | 23.5% |
| Caitong International Asset Management Co., Ltd | 112 | +65 | $9.7K | +$5.4K | 138.3% |
| Pacifica Partners Inc. | 7,385 | +35 | $655.9K | -$5.1K | 0.5% |
| EverSource Wealth Advisors, LLC | 2,683 | +84 | $231.6K | -$4.3K | 3.2% |
| Bank Julius Baer & Co. Ltd, Zurich | 769 | +7 | $66.4K | -$2.8K | 0.9% |
| Winch Advisory Services, LLC | 425 | +2 | $36.7K | -$1.7K | 0.5% |
| CANADA LIFE ASSURANCE Co | 45,162 | +10,188 | $3.9K | +$673 | 29.1% |
| Spire Wealth Management | 769 | +41 | $66.4K | +$301 | 5.6% |
| CENTRAL TRUST Co | 7 | +2 | $639 | +$185 | 40.0% |
| CWM, LLC | 2,367 | +77 | $204 | -$4 | 3.4% |
| Capital Analysts, LLC | 391 | +1 | $34 | -$1 | 0.3% |