13F QoQ Ownership Changes
INGM Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 30 new · 65 added · 48 reduced · 7 exited
New Positions(30)
Added To(65)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| VICTORY CAPITAL MANAGEMENT INC | 3,126,480 | +673,840 | $66.7M | +$14.0M | 27.5% |
| River Road Asset Management, LLC | 1,332,690 | +620,147 | $28.4M | +$13.1M | 87.0% |
| WELLINGTON MANAGEMENT GROUP LLP | 2,663,257 | +556,931 | $56.8M | +$11.6M | 26.4% |
| GOLDMAN SACHS GROUP INC | 789,266 | +482,723 | $16.8M | +$10.3M | 157.5% |
| Capital World Investors | 2,642,029 | +302,858 | $56.4M | +$6.1M | 12.9% |
| Lind Value II ApS | 2,419,546 | +220,979 | $51.6M | +$4.4M | 10.1% |
| Invenomic Capital Management LP | 1,090,563 | +161,231 | $23.3M | +$3.3M | 17.3% |
| Bank of New York Mellon Corp | 137,462 | +117,241 | $2.9M | +$2.5M | 579.8% |
| FIRST TRUST ADVISORS LP | 199,093 | +106,233 | $4.2M | +$2.3M | 114.4% |
| BANK OF AMERICA CORP /DE/ | 319,361 | +106,706 | $6.8M | +$2.2M | 50.2% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 399,457 | +106,862 | $8.5M | +$2.2M | 36.5% |
| Crossingbridge Advisors, LLC | 139,600 | +69,600 | $3.1M | +$1.6M | 99.4% |
| TWO SIGMA INVESTMENTS, LP | 103,945 | +61,345 | $2.2M | +$1.3M | 144.0% |
| COMERICA BANK | 63,286 | +59,488 | $1.4M | +$1.3M | 1566.3% |
| Quantinno Capital Management LP | 104,513 | +49,453 | $2.2M | +$1.0M | 89.8% |
| OCCUDO QUANTITATIVE STRATEGIES LP | 51,937 | +27,610 | $1.1M | +$585.5K | 113.5% |
| TWO SIGMA ADVISERS, LP | 40,200 | +23,800 | $857.9K | +$505.4K | 145.1% |
| Schonfeld Strategic Advisors LLC | 109,338 | +24,133 | $2.3M | +$502.2K | 28.3% |
| STATE STREET CORP | 329,993 | +17,828 | $7.0M | +$333.6K | 5.7% |
| VANGUARD GROUP INC | 33,795 | +15,453 | $721.2K | +$327.0K | 84.2% |
| Synergy Asset Management, LLC | 119,994 | +14,751 | $2.6M | +$299.0K | 14.0% |
| MILLENNIUM MANAGEMENT LLC | 556,737 | +17,000 | $11.9M | +$281.8K | 3.1% |
| AQR CAPITAL MANAGEMENT LLC | 46,290 | +11,910 | $987.8K | +$249.0K | 34.6% |
| Squarepoint Ops LLC | 34,980 | +11,086 | $746.5K | +$233.0K | 46.4% |
| NATIONAL BANK OF CANADA /FI/ | 19,091 | +10,015 | $407.6K | +$212.6K | 110.3% |
| Invesco Ltd. | 84,460 | +10,144 | $1.8M | +$205.3K | 13.6% |
| SEI INVESTMENTS CO | 51,082 | +9,482 | $1.1M | +$196.1K | 22.8% |
| D. E. Shaw & Co., Inc. | 42,558 | +9,002 | $908.2K | +$187.1K | 26.8% |
| KEYBANK NATIONAL ASSOCIATION/OH | 20,000 | +6,525 | $426.8K | +$137.2K | 48.4% |
| Aquatic Capital Management LLC | 11,385 | +6,250 | $243.0K | +$132.6K | 121.7% |
| CITIGROUP INC | 11,115 | +4,554 | $237.2K | +$96.2K | 69.4% |
| FRANKLIN RESOURCES INC | 20,758 | +3,085 | $443.0K | +$63.2K | 17.4% |
| PNC Financial Services Group, Inc. | 8,335 | +2,935 | $177.9K | +$61.8K | 54.4% |
| NORTHERN TRUST CORP | 38,787 | +2,078 | $827.7K | +$38.8K | 5.7% |
| Creative Planning | 29,237 | +1,711 | $623.9K | +$32.4K | 6.2% |
| BARCLAYS PLC | 1,412 | +1,101 | $29.4K | +$22.7K | 354.0% |
| RHUMBLINE ADVISERS | 15,077 | +1,147 | $321.7K | +$22.4K | 8.2% |
| WELLS FARGO & COMPANY/MN | 4,136 | +1,031 | $88.3K | +$21.5K | 33.2% |
| Legal & General Group Plc | 2,756 | +1,017 | $58.9K | +$21.5K | 58.5% |
| Caitong International Asset Management Co., Ltd | 1,092 | +928 | $23.3K | +$19.8K | 565.9% |
| Tower Research Capital LLC (TRC) | 3,693 | +774 | $78.8K | +$16.1K | 26.5% |
| Nuveen, LLC | 18,866 | +853 | $402.6K | +$15.5K | 4.7% |
| Summit Trail Advisors, LLC | 19,879 | +757 | $424.2K | +$13.3K | 4.0% |
| Pullen Investment Management, LLC | 107,783 | +202 | $2.3M | -$11.8K | 0.2% |
| GAMMA Investing LLC | 1,107 | +346 | $23.6K | +$7.3K | 45.5% |
| Balyasny Asset Management L.P. | 48,618 | +658 | $1.0M | +$6.8K | 1.4% |
| Rockefeller Capital Management L.P. | 278 | +272 | $5.9K | +$5.8K | 4533.3% |
| EverSource Wealth Advisors, LLC | 252 | +213 | $5.4K | +$4.5K | 546.1% |
| Gotham Asset Management, LLC | 77,662 | +732 | $1.7M | +$4.1K | 0.9% |
| MAI Capital Management | 176 | +153 | $3.8K | +$3.3K | 665.2% |
| Clearstead Trust, LLC | 164 | +86 | $3.5K | +$1.8K | 110.3% |
| ROTHSCHILD INVESTMENT LLC | 66 | +58 | $1.4K | +$1.2K | 725.0% |
| HRT FINANCIAL LP | 86,919 | +51,001 | $1.9K | +$1.1K | 142.0% |
| Parkside Financial Bank & Trust | 115 | +34 | $2.5K | +$713 | 42.0% |
| Verition Fund Management LLC | 25,386 | +156 | $541.7K | -$456 | 0.6% |
| Quent Capital, LLC | 677 | +19 | $14.4K | +$307 | 2.9% |
| Parallel Advisors, LLC | 7,132 | +37 | $152.2K | -$287 | 0.5% |
| Farther Finance Advisors, LLC | 252 | +14 | $5.4K | +$263 | 5.9% |
| Clearstead Advisors, LLC | 15 | +2 | $321 | +$41 | 15.4% |
| True Wealth Design, LLC | 2 | +1 | $43 | +$21 | 100.0% |
| Activest Wealth Management | 29 | +1 | $619 | +$17 | 3.6% |
| Covestor Ltd | 5,669 | +756 | $121 | +$15 | 15.4% |
| CWM, LLC | 4,144 | +705 | $88 | +$14 | 20.5% |
| State of Alaska, Department of Revenue | 98,840 | +333 | $2.1K | -$8 | 0.3% |
| AMALGAMATED BANK | 1,009 | +44 | $22 | +$1 | 4.5% |
Reduced(48)
Sold Out(7)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| Khrom Capital Management LLC | 0 | -868,282 | $0 | -$18.7M | — |
| Trexquant Investment LP | 0 | -24,350 | $0 | -$523.3K | — |
| Woodline Partners LP | 0 | -17,284 | $0 | -$371.4K | — |
| Point72 Asset Management, L.P. | 0 | -15,992 | $0 | -$343.7K | — |
| Corton Capital Inc. | 0 | -10,587 | $0 | -$227.5K | — |
| Point72 Europe (London) LLP | 0 | -55 | $0 | -$1.2K | — |
| Advisory Services Network, LLC | 0 | -10 | $0 | -$215 | — |