13F QoQ Ownership Changes
INDI Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 29 new · 73 added · 106 reduced · 28 exited
New Positions(29)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| WASATCH ADVISORS LP | 1,657,006 | +1,657,006 | $5.8M | +$5.8M | — |
| WELLINGTON MANAGEMENT GROUP LLP | 1,323,015 | +1,323,015 | $4.7M | +$4.7M | — |
| Portolan Capital Management, LLC | 671,998 | +671,998 | $2.4M | +$2.4M | — |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 600,871 | +600,871 | $2.1M | +$2.1M | — |
| Caption Management, LLC | 536,600 | +536,600 | $1.9M | +$1.9M | — |
| VARCOV Co. | 157,598 | +157,598 | $556.3K | +$556.3K | — |
| Amundi | 101,587 | +101,587 | $358.6K | +$358.6K | — |
| JOURNEY STRATEGIC WEALTH LLC | 85,000 | +85,000 | $300.1K | +$300.1K | — |
| F/m Investments LLC | 82,400 | +82,400 | $290.9K | +$290.9K | — |
| Schonfeld Strategic Advisors LLC | 66,371 | +66,371 | $234.3K | +$234.3K | — |
| Cerity Partners LLC | 53,225 | +53,225 | $187.9K | +$187.9K | — |
| Abacus Wealth Partners, LLC | 24,784 | +24,784 | $87.5K | +$87.5K | — |
| Ensign Peak Advisors, Inc | 15,950 | +15,950 | $56.3K | +$56.3K | — |
| SIMPLEX TRADING, LLC | 14,808 | +14,808 | $52.3K | +$52.3K | — |
| Global Retirement Partners, LLC | 14,585 | +14,585 | $51.5K | +$51.5K | — |
| CIBC WORLD MARKETS CORP | 12,971 | +12,971 | $45.8K | +$45.8K | — |
| Engineers Gate Manager LP | 12,755 | +12,755 | $45.0K | +$45.0K | — |
| M&T Bank Corp | 12,259 | +12,259 | $43.3K | +$43.3K | — |
| CIBC Asset Management Inc | 11,979 | +11,979 | $42.3K | +$42.3K | — |
| Gainplan LLC | 11,135 | +11,135 | $39.3K | +$39.3K | — |
| Allworth Financial LP | 3,602 | +3,602 | $12.7K | +$12.7K | — |
| DANSKE BANK A/S | 2,600 | +2,600 | $5.3K | +$5.3K | — |
| Sound Income Strategies, LLC | 1,000 | +1,000 | $4.3K | +$4.3K | — |
| Westfuller Advisors, LLC | 1,210 | +1,210 | $4.3K | +$4.3K | — |
| Strive Financial Group ,LLC | 516 | +516 | $1.8K | +$1.8K | — |
| Acumen Wealth Advisors, LLC | 410 | +410 | $1.4K | +$1.4K | — |
| Kilter Group LLC | 283 | +283 | $999 | +$999 | — |
| Virtu Financial LLC | 50,530 | +50,530 | $178 | +$178 | — |
| Pinnacle Wealth Planning Services, Inc. | 41 | +41 | $145 | +$145 | — |
Added To(73)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| PRIMECAP MANAGEMENT CO/CA/ | 29,774,708 | +873,940 | $105.1M | -$12.5M | 3.0% |
| BAMCO INC /NY/ | 21,705,742 | +148,455 | $76.6M | -$11.1M | 0.7% |
| BlackRock, Inc. | 16,253,286 | +244,369 | $57.4M | -$7.8M | 1.5% |
| VANGUARD GROUP INC | 15,493,648 | +210,463 | $54.7M | -$7.5M | 1.4% |
| FRONTIER CAPITAL MANAGEMENT CO LLC | 18,843,494 | +832,582 | $66.5M | -$6.8M | 4.6% |
| Squarepoint Ops LLC | 1,783,375 | +1,197,212 | $6.3M | +$3.9M | 204.2% |
| Elemental Capital Partners LLC | 7,902,713 | +291,111 | $27.9M | -$3.1M | 3.8% |
| Artemis Investment Management LLP | 5,001,073 | +53,300 | $17.7M | -$2.5M | 1.1% |
| GEODE CAPITAL MANAGEMENT, LLC | 4,895,365 | +98,833 | $17.3M | -$2.2M | 2.1% |
| GOLDMAN SACHS GROUP INC | 1,099,005 | +608,181 | $3.9M | +$1.9M | 123.9% |
| LAZARD ASSET MANAGEMENT LLC | 359,744 | +321,666 | $1.3M | +$1.1M | 844.8% |
| MORGAN STANLEY | 2,055,314 | +542,255 | $7.3M | +$1.1M | 35.8% |
| BARCLAYS PLC | 539,564 | +266,388 | $1.9M | +$809.0K | 97.5% |
| ROYCE & ASSOCIATES LP | 1,716,960 | +40,200 | $6.1M | -$763.5K | 2.4% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1,679,589 | +54,317 | $5.9M | -$685.9K | 3.3% |
| Meros Investment Management, LP | 2,112,972 | +118,154 | $7.5M | -$660.1K | 5.9% |
| ArrowMark Colorado Holdings LLC | 1,189,045 | +223,294 | $4.2M | +$266.7K | 23.1% |
| Bouvel Investment Partners, LLC | 289,498 | +98,586 | $1.0M | +$244.9K | 51.6% |
| STATE OF WISCONSIN INVESTMENT BOARD | 491,091 | +7,573 | $1.7M | -$234.4K | 1.6% |
| Bank of New York Mellon Corp | 569,028 | +21,470 | $2.0M | -$219.9K | 3.9% |
| EMERALD MUTUAL FUND ADVISERS TRUST | 82,400 | +59,790 | $290.9K | +$198.8K | 264.4% |
| DEUTSCHE BANK AG\ | 1,369,952 | +137,191 | $4.8M | -$181.4K | 11.1% |
| Quantbot Technologies LP | 112,269 | +59,058 | $396.3K | +$179.7K | 111.0% |
| CITADEL ADVISORS LLC | 971,179 | +171,579 | $3.4M | +$173.9K | 21.4% |
| Swiss National Bank | 391,500 | +13,600 | $1.4M | -$156.1K | 3.6% |
| WELLS FARGO & COMPANY/MN | 1,465,917 | +232,135 | $5.2M | +$153.2K | 18.8% |
| Register Financial Advisors LLC | 494,428 | +33,400 | $1.7M | -$131.1K | 7.2% |
| Verition Fund Management LLC | 268,590 | +5,055 | $948.1K | -$124.5K | 1.9% |
| Legal & General Group Plc | 184,282 | +350 | $650.5K | -$98.1K | 0.2% |
| FIRST TRUST ADVISORS LP | 186,961 | +44,535 | $660.0K | +$80.3K | 31.3% |
| Callan Family Office, LLC | 53,054 | +25,460 | $187.3K | +$75.0K | 92.3% |
| Creative Planning | 226,231 | +12,158 | $798.6K | -$72.7K | 5.7% |
| D. E. Shaw & Co., Inc. | 582,802 | +59,516 | $2.1M | -$72.5K | 11.4% |
| Invesco Ltd. | 390,962 | +67,534 | $1.4M | +$63.7K | 20.9% |
| AQR CAPITAL MANAGEMENT LLC | 63,983 | +19,882 | $225.9K | +$46.4K | 45.1% |
| Tower Research Capital LLC (TRC) | 23,059 | +14,014 | $81.4K | +$44.6K | 154.9% |
| GENERAL AMERICAN INVESTORS CO INC | 1,954,849 | +250,000 | $6.9M | -$38.1K | 14.7% |
| Worth Venture Partners, LLC | 96,750 | +21,750 | $341.5K | +$36.3K | 29.0% |
| UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC | 228,288 | +21,872 | $805.9K | -$34.3K | 10.6% |
| RAYMOND JAMES FINANCIAL INC | 121,241 | +23,474 | $428.0K | +$30.1K | 24.0% |
| CIBC Private Wealth Group LLC | 5,026 | +5,002 | $17.7K | +$17.6K | 20841.7% |
| Caitong International Asset Management Co., Ltd | 4,471 | +4,447 | $15.8K | +$15.7K | 18529.2% |
| Quantinno Capital Management LP | 18,723 | +6,078 | $66.1K | +$14.6K | 48.1% |
| Abel Hall, LLC | 16,934 | +5,030 | $59.8K | +$11.3K | 42.3% |
| Rockefeller Capital Management L.P. | 4,622 | +3,272 | $16.3K | +$10.8K | 242.4% |
| VICTORY CAPITAL MANAGEMENT INC | 22,764 | +503 | $80.4K | -$10.2K | 2.3% |
| Walleye Capital LLC | 87,875 | +9,332 | $310.2K | -$9.5K | 11.9% |
| ProShare Advisors LLC | 35,830 | +2,663 | $126.5K | -$8.5K | 8.0% |
| Russell Investments Group, Ltd. | 16,566 | +111 | $58.5K | -$8.5K | 0.7% |
| QUADRANT CAPITAL GROUP LLC | 5,267 | +2,641 | $18.6K | +$7.9K | 100.6% |
| FMR LLC | 51,796 | +8,791 | $182.8K | +$7.8K | 20.4% |
| Regal Investment Advisors LLC | 14,238 | +70 | $50.3K | -$7.4K | 0.5% |
| XPONANCE, INC. | 15,397 | +271 | $54.4K | -$7.2K | 1.8% |
| Handelsbanken Fonder AB | 3,428,175 | +1,848,489 | $12.1K | +$5.7K | 117.0% |
| BANK OF MONTREAL /CAN/ | 11,402 | +341 | $40.2K | -$4.8K | 3.1% |
| Cetera Investment Advisers | 25,683 | +4,365 | $90.7K | +$3.9K | 20.5% |
| Ballentine Partners, LLC | 21,157 | +1,999 | $74.7K | -$3.3K | 10.4% |
| American Trust | 42,435 | +6,419 | $149.8K | +$3.2K | 17.8% |
| Farther Finance Advisors, LLC | 1,358 | +875 | $4.8K | +$2.8K | 181.2% |
| JONES FINANCIAL COMPANIES LLLP | 6,043 | +1,178 | $21.3K | +$1.8K | 24.2% |
| MARSHALL WACE, LLP | 77,950 | +10,692 | $275.2K | +$1.4K | 15.9% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1,048 | +35 | $3.7K | -$424 | 3.5% |
| WPG Advisers, LLC | 801 | +207 | $2.8K | +$410 | 34.8% |
| HARBOR CAPITAL ADVISORS, INC. | 961,988 | +27,556 | $3.4K | -$407 | 2.9% |
| US BANCORP \DE\ | 1,313 | +264 | $4.6K | +$366 | 25.2% |
| MACKENZIE FINANCIAL CORP | 12,152 | +1,589 | $43.3K | +$306 | 15.0% |
| ASSETMARK, INC | 323 | +110 | $1.1K | +$273 | 51.6% |
| SBI Securities Co., Ltd. | 3,721 | +434 | $13.1K | -$243 | 13.2% |
| Physician Wealth Advisors, Inc. | 895 | +147 | $3.2K | +$115 | 19.6% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 128,508 | +26,492 | $454 | +$38 | 26.0% |
| CWM, LLC | 10,251 | +21 | $36 | -$6 | 0.2% |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 2,281 | +773 | $8 | +$2 | 51.3% |
| AMALGAMATED BANK | 6,160 | +499 | $22 | -$1 | 8.8% |
Reduced(106)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| STATE STREET CORP | 9,015,508 | -1,666,865 | $31.8M | -$11.7M | -15.6% |
| Granahan Investment Management, LLC | 17,216,584 | -258,211 | $60.8M | -$10.3M | -1.5% |
| NEUBERGER BERMAN GROUP LLC | 9,392,139 | -619,706 | $33.2M | -$7.6M | -6.2% |
| DIMENSIONAL FUND ADVISORS LP | 1,565,156 | -1,177,293 | $5.5M | -$5.6M | -42.9% |
| BNP PARIBAS FINANCIAL MARKETS | 52,281 | -1,284,585 | $184.6K | -$5.3M | -96.1% |
| Royal Bank of Canada | 636,493 | -1,307,609 | $2.2M | -$3.8M | -67.3% |
| UBS Group AG | 5,742,628 | -70,649 | $20.3M | -$3.4M | -1.2% |
| WOLVERINE ASSET MANAGEMENT LLC | 1,506,100 | -346,800 | $5.3M | -$2.2M | -18.7% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1,507,690 | -322,741 | $5.3M | -$2.1M | -17.6% |
| COMERICA BANK | 980,174 | -280,921 | $3.5M | -$1.7M | -22.3% |
| AXIOM INVESTORS LLC /DE | 905,695 | -280,046 | $3.2M | -$1.6M | -23.6% |
| Mitsubishi UFJ Asset Management Co., Ltd. | 461,001 | -336,093 | $1.7M | -$1.5M | -42.2% |
| JANE STREET GROUP, LLC | 289,700 | -304,022 | $1.0M | -$1.4M | -51.2% |
| NORTHERN TRUST CORP | 1,712,640 | -9,992 | $6.0M | -$965.5K | -0.6% |
| BANK OF NOVA SCOTIA | 1,068,347 | -59,959 | $3.8M | -$820.9K | -5.3% |
| Gibbs Wealth Management | 44,712 | -153,458 | $177.1K | -$727.3K | -77.4% |
| P.A.W. CAPITAL CORP | 950,000 | -50,000 | $3.4M | -$716.5K | -5.0% |
| MIZUHO MARKETS AMERICAS LLC | 709,125 | -80,850 | $2.5M | -$712.0K | -10.2% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 831,959 | -60,110 | $2.9M | -$693.9K | -6.7% |
| BANK OF AMERICA CORP /DE/ | 867,271 | -17,633 | $3.1M | -$540.1K | -2.0% |
| XTX Topco Ltd | 106,235 | -113,567 | $375.0K | -$519.6K | -51.7% |
| Brevan Howard Capital Management LP | 18,216 | -124,779 | $64.3K | -$517.7K | -87.3% |
| SILVERBACK ASSET MANAGEMENT LLC | 901,300 | 0 | $3.2M | -$486.7K | 0.0% |
| MOODY NATIONAL BANK TRUST DIVISION | 802,711 | -5,249 | $2.8M | -$454.8K | -0.6% |
| MILLENNIUM MANAGEMENT LLC | 30,886 | -92,581 | $109.0K | -$393.5K | -75.0% |
| PEAK6 LLC | 662,300 | -7,600 | $2.3M | -$388.6K | -1.1% |
| 1492 Capital Management LLC | 650,724 | -29 | $2.3M | -$351.5K | 0.0% |
| MYDA Advisors LLC | 200,000 | -50,000 | $706.0K | -$311.5K | -20.0% |
| RHUMBLINE ADVISERS | 241,206 | -41,805 | $851.4K | -$300.4K | -14.8% |
| LPL Financial LLC | 36,250 | -67,129 | $128.0K | -$292.8K | -64.9% |
| Nuveen, LLC | 368,812 | -11,984 | $1.3M | -$247.9K | -3.1% |
| SEI INVESTMENTS CO | 134,524 | -33,274 | $474.9K | -$208.1K | -19.8% |
| CITIGROUP INC | 118,819 | -23,065 | $419.4K | -$158.0K | -16.3% |
| COMMONWEALTH EQUITY SERVICES, LLC | 42,562 | 0 | $150.2K | +$150.1K | 0.0% |
| JPMORGAN CHASE & CO | 239,151 | -3,105 | $844.2K | -$141.8K | -1.3% |
| INTECH INVESTMENT MANAGEMENT LLC | 60,069 | -25,867 | $212.0K | -$137.7K | -30.1% |
| IRONWOOD INVESTMENT MANAGEMENT LLC | 203,969 | -6,340 | $720.0K | -$135.9K | -3.0% |
| Cresset Asset Management, LLC | 89,245 | -13,566 | $315.0K | -$103.4K | -13.2% |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 183,632 | -72 | $648.2K | -$99.5K | -0.0% |
| ALLIANCEBERNSTEIN L.P. | 148,670 | 0 | $524.8K | -$80.3K | 0.0% |
| Mirae Asset Global Investments Co., Ltd. | 105,134 | -4,388 | $371.1K | -$74.6K | -4.0% |
| EMERALD ADVISERS, LLC | 101,109 | -2,644 | $356.9K | -$65.4K | -2.5% |
| MetLife Investment Management, LLC | 103,026 | -2,162 | $363.7K | -$64.4K | -2.0% |
| Vanguard Personalized Indexing Management, LLC | 84,110 | -3,864 | $296.9K | -$61.1K | -4.4% |
| PRUDENTIAL FINANCIAL INC | 11,719 | -12,550 | $41.4K | -$57.4K | -51.7% |
| NEXPOINT ASSET MANAGEMENT, L.P. | 106,100 | 0 | $374.5K | -$57.3K | 0.0% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 59,062 | -6,040 | $208.5K | -$56.5K | -9.3% |
| WEALTH EFFECTS LLC | 20,200 | -9,750 | $71.3K | -$50.6K | -32.5% |
| SHERBROOKE PARK ADVISERS LLC | 13,641 | -9,839 | $48.2K | -$47.4K | -41.9% |
| JANUS HENDERSON GROUP PLC | 81,482 | 0 | $287.2K | -$44.8K | 0.0% |
| Arizona State Retirement System | 55,810 | -1,798 | $197.0K | -$37.5K | -3.1% |
| Burk Holdings LLC | 18,097 | -6,000 | $63.9K | -$34.2K | -24.9% |
| Advisors Asset Management, Inc. | 54,782 | -477 | $193.4K | -$31.5K | -0.9% |
| Police & Firemen's Retirement System of New Jersey | 53,643 | 0 | $189.4K | -$29.0K | 0.0% |
| CONNORS INVESTOR SERVICES INC | 50,562 | 0 | $178.5K | -$27.3K | 0.0% |
| PNC Financial Services Group, Inc. | 20,475 | -3,752 | $72.3K | -$26.3K | -15.5% |
| NEW YORK STATE COMMON RETIREMENT FUND | 45,370 | 0 | $160.2K | -$24.5K | 0.0% |
| OPPENHEIMER & CO INC | 13,375 | -4,000 | $47.2K | -$23.5K | -23.0% |
| FRANKLIN RESOURCES INC | 40,062 | -220 | $141.4K | -$22.5K | -0.5% |
| SALEM INVESTMENT COUNSELORS INC | 41,294 | 0 | $145.8K | -$22.3K | 0.0% |
| KLP KAPITALFORVALTNING AS | 40,700 | 0 | $143.7K | -$22.0K | 0.0% |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 39,340 | 0 | $138.9K | -$21.2K | 0.0% |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 39,188 | 0 | $138.3K | -$21.2K | 0.0% |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 30,635 | -14,004 | $160.5K | -$21.2K | -31.4% |
| Pictet Asset Management Holding SA | 39,142 | 0 | $138.2K | -$21.1K | 0.0% |
| NATIONAL BANK OF CANADA /FI/ | 13,208 | -3,244 | $46.5K | -$20.5K | -19.7% |
| Voya Investment Management LLC | 35,986 | 0 | $127.0K | -$19.4K | 0.0% |
| Riverview Capital Advisers, LLC | 16,346 | -1,419 | $57.7K | -$14.6K | -8.0% |
| OSAIC HOLDINGS, INC. | 4,834 | -2,605 | $17.1K | -$14.3K | -35.0% |
| First Bank & Trust | 15,964 | -982 | $56.4K | -$12.6K | -5.8% |
| ENVESTNET ASSET MANAGEMENT INC | 15,441 | -677 | $54.5K | -$11.1K | -4.2% |
| Ameritas Investment Partners, Inc. | 16,205 | 0 | $57.2K | -$8.8K | 0.0% |
| Sterling Capital Management LLC | 7,409 | -1,016 | $26.2K | -$8.1K | -12.1% |
| CSS LLC/IL | 15,000 | 0 | $53.0K | -$8.1K | 0.0% |
| Jefferies Financial Group Inc. | 13,396 | 0 | $47.3K | -$7.2K | 0.0% |
| Pathstone Holdings, LLC | 11,913 | -41 | $42.1K | -$6.6K | -0.3% |
| Truvestments Capital LLC | 9,834 | -300 | $34.7K | -$6.5K | -3.0% |
| SIGNATUREFD, LLC | 11,457 | -67 | $40.4K | -$6.5K | -0.6% |
| EVERGREEN CAPITAL MANAGEMENT LLC | 10,256 | 0 | $36.2K | -$5.5K | 0.0% |
| NISA INVESTMENT ADVISORS, LLC | 9,651 | 0 | $34.1K | -$5.2K | 0.0% |
| Arax Advisory Partners | 35 | -842 | $124 | -$3.4K | -96.0% |
| Parallel Advisors, LLC | 4,391 | 0 | $15.5K | -$2.4K | 0.0% |
| Global X Japan Co., Ltd. | 2,803 | 0 | $9.9K | -$1.5K | 0.0% |
| Optiver Holding B.V. | 113 | -285 | $399 | -$1.2K | -71.6% |
| Newbridge Financial Services Group, Inc. | 2,000 | 0 | $7.1K | -$1.1K | 0.0% |
| Hughes Financial Services, LLC | 343 | -123 | $1.2K | -$807 | -26.4% |
| Archer Investment Corp | 1,425 | 0 | $5.0K | -$770 | 0.0% |
| BROWN BROTHERS HARRIMAN & CO | 1,042 | 0 | $3.7K | -$563 | 0.0% |
| Kera Capital Partners, Inc. | 15,000 | 0 | $61.5K | +$450 | 0.0% |
| ROTHSCHILD INVESTMENT LLC | 240 | -70 | $847 | -$415 | -22.6% |
| American Capital Advisory, LLC | 765 | 0 | $2.7K | -$413 | 0.0% |
| EverSource Wealth Advisors, LLC | 634 | 0 | $2.2K | -$342 | 0.0% |
| Your Advocates Ltd., LLP | 540 | 0 | $1.9K | -$292 | 0.0% |
| Rialto Wealth Management, LLC | 512 | 0 | $1.8K | -$276 | 0.0% |
| Fortitude Family Office, LLC | 495 | 0 | $1.7K | -$268 | 0.0% |
| HUNTINGTON NATIONAL BANK | 480 | 0 | $1.7K | -$260 | 0.0% |
| JNBA Financial Advisors | 393 | 0 | $1.4K | -$212 | 0.0% |
| Parkside Financial Bank & Trust | 240 | 0 | $848 | -$129 | 0.0% |
| NBC SECURITIES, INC. | 200 | 0 | $706 | -$108 | 0.0% |
| Investors Research Corp | 100 | 0 | $353 | -$54 | 0.0% |
| SG Americas Securities, LLC | 35,200 | -6,999 | $124 | -$48 | -16.6% |
| Larson Financial Group LLC | 50 | 0 | $177 | -$27 | 0.0% |
| Daiwa Securities Group Inc. | 15,192 | -2,274 | $54 | -$17 | -13.0% |
| Avion Wealth | 2,187 | -157 | $7 | -$2 | -6.7% |
| TSFG, LLC | 125 | 0 | $0 | -$1 | 0.0% |
| Covestor Ltd | 39 | 0 | $0 | $0 | 0.0% |