13F QoQ Ownership Changes
INOD Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 53 new · 90 added · 111 reduced · 58 exited
New Positions(53)
Added To(90)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| GEODE CAPITAL MANAGEMENT, LLC | 752,795 | +2,407 | $38.4M | -$19.5M | 0.3% |
| STATE STREET CORP | 711,180 | +19,484 | $36.2M | -$17.1M | 2.8% |
| WELLINGTON MANAGEMENT GROUP LLP | 571,987 | +42,847 | $29.1M | -$11.6M | 8.1% |
| PICTON MAHONEY ASSET MANAGEMENT | 109,001 | +108,661 | $5.6M | +$5.6M | 31959.1% |
| Royal Bank of Canada | 144,838 | +96,171 | $7.4M | +$5.2M | 197.6% |
| NEXT CENTURY GROWTH INVESTORS LLC | 365,835 | +189,488 | $18.6M | +$5.0M | 107.5% |
| DIMENSIONAL FUND ADVISORS LP | 441,047 | +87,243 | $22.5M | -$4.8M | 24.6% |
| RENAISSANCE GROUP LLC | 153,262 | +376 | $7.8M | -$4.0M | 0.2% |
| CAPTRUST FINANCIAL ADVISORS | 228,205 | +39,082 | $11.6M | -$2.9M | 20.7% |
| JPMORGAN CHASE & CO | 85,749 | +66,490 | $4.4M | +$2.9M | 345.2% |
| Uniplan Investment Counsel, Inc. | 155,100 | +89,325 | $7.9M | +$2.8M | 135.8% |
| LPL Financial LLC | 100,013 | +892 | $5.1M | -$2.5M | 0.9% |
| Bank of New York Mellon Corp | 95,733 | +4,336 | $4.9M | -$2.2M | 4.7% |
| WELLS FARGO & COMPANY/MN | 140,407 | +19,853 | $7.2M | -$2.1M | 16.5% |
| UBS Group AG | 350,928 | +95,002 | $17.9M | -$1.8M | 37.1% |
| AMERICAN CENTURY COMPANIES INC | 93,352 | +8,563 | $4.8M | -$1.8M | 10.1% |
| STIFEL FINANCIAL CORP | 39,645 | +34,207 | $2.0M | +$1.6M | 629.0% |
| Swiss National Bank | 62,800 | +1,200 | $3.2M | -$1.5M | 1.9% |
| Quantbot Technologies LP | 31,376 | +26,736 | $1.6M | +$1.2M | 576.2% |
| Meridian Wealth Management, LLC | 41,927 | +29,509 | $2.1M | +$1.2M | 237.6% |
| COMMONWEALTH EQUITY SERVICES, LLC | 21,916 | +1,875 | $1.1M | +$1.1M | 9.3% |
| NEW YORK STATE COMMON RETIREMENT FUND | 29,594 | +19,372 | $1.5M | +$720.0K | 189.5% |
| Invesco Ltd. | 34,657 | +3,379 | $1.8M | -$644.8K | 10.8% |
| Mitsubishi UFJ Asset Management Co., Ltd. | 32,197 | +2,509 | $1.7M | -$581.9K | 8.4% |
| DEUTSCHE BANK AG\ | 26,278 | +1,383 | $1.3M | -$579.8K | 5.5% |
| Walleye Trading LLC | 74,463 | +32,622 | $3.8M | +$569.2K | 78.0% |
| FRANKLIN RESOURCES INC | 22,129 | +171 | $1.1M | -$564.8K | 0.8% |
| Silverleafe Capital Partners, LLC | 23,349 | +15,231 | $1.2M | +$564.0K | 187.6% |
| STATE OF WISCONSIN INVESTMENT BOARD | 24,521 | +1,151 | $1.2M | -$551.8K | 4.9% |
| CARY STREET PARTNERS FINANCIAL LLC | 21,016 | +16 | $1.1M | -$547.7K | 0.1% |
| Strong Tower Advisory Services | 23,530 | +959 | $1.2M | -$540.7K | 4.2% |
| BARCLAYS PLC | 62,367 | +15,723 | $3.2M | -$400.4K | 33.7% |
| Spire Wealth Management | 8,526 | +7,864 | $434.4K | +$383.4K | 1187.9% |
| Geneos Wealth Management Inc. | 7,887 | +7,622 | $401.8K | +$381.4K | 2876.2% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 14,295 | +46 | $728.3K | -$369.8K | 0.3% |
| AQR CAPITAL MANAGEMENT LLC | 16,918 | +1,745 | $862.0K | -$307.4K | 11.5% |
| MILLENNIUM MANAGEMENT LLC | 18,001 | +10,001 | $917.2K | +$300.6K | 125.0% |
| Keebeck Wealth Management | 10,471 | +8 | $533.5K | -$272.9K | 0.1% |
| TWO SIGMA ADVISERS, LP | 26,400 | +12,300 | $1.3M | +$258.4K | 87.2% |
| &PARTNERS | 15,250 | +8,341 | $777.0K | +$244.5K | 120.7% |
| NewEdge Advisors, LLC | 13,269 | +1,802 | $676.1K | -$207.7K | 15.7% |
| BANK OF AMERICA CORP /DE/ | 39,907 | +11,034 | $2.0M | -$192.0K | 38.2% |
| Texas Yale Capital Corp. | 8,440 | +440 | $430.0K | -$186.5K | 5.5% |
| ALPS ADVISORS INC | 7,369 | +81 | $375.5K | -$186.2K | 1.1% |
| Russell Investments Group, Ltd. | 8,832 | +5,362 | $450.0K | +$182.6K | 154.5% |
| AlphaQuest LLC | 8,038 | +4,987 | $409.5K | +$174.4K | 163.4% |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 7,703 | +418 | $392.5K | -$169.0K | 5.7% |
| ProShare Advisors LLC | 8,983 | +967 | $457.7K | -$160.1K | 12.1% |
| INTECH INVESTMENT MANAGEMENT LLC | 13,447 | +6,604 | $685.1K | +$157.7K | 96.5% |
| KLP KAPITALFORVALTNING AS | 6,800 | +300 | $346.5K | -$154.5K | 4.6% |
| Cetera Investment Advisers | 30,924 | +8,683 | $1.6M | -$138.5K | 39.0% |
| PNC Financial Services Group, Inc. | 5,211 | +211 | $265.5K | -$119.8K | 4.2% |
| Platform Technology Partners | 9,310 | +4,235 | $474.3K | +$83.2K | 83.4% |
| US BANCORP \DE\ | 3,115 | +2,023 | $158.7K | +$74.5K | 185.3% |
| Brooklyn Investment Group | 13,414 | +5,289 | $698.6K | +$72.4K | 65.1% |
| FMR LLC | 3,982 | +470 | $202.9K | -$67.8K | 13.4% |
| HighTower Advisors, LLC | 7,479 | +3,329 | $381.1K | +$61.2K | 80.2% |
| PRINCIPAL FINANCIAL GROUP INC | 135,063 | +46,547 | $6.9M | +$59.5K | 52.6% |
| Allspring Global Investments Holdings, LLC | 5,675 | +1,315 | $300.7K | -$58.4K | 30.2% |
| SBI Securities Co., Ltd. | 4,384 | +755 | $223.4K | -$56.3K | 20.8% |
| Gotham Asset Management, LLC | 7,371 | +1,884 | $375.6K | -$47.3K | 34.3% |
| NATIONAL BANK OF CANADA /FI/ | 928 | +917 | $47.3K | +$46.4K | 8336.4% |
| STRS OHIO | 4,600 | +1,000 | $234.4K | -$43.1K | 27.8% |
| Quantinno Capital Management LP | 5,236 | +2,317 | $266.8K | +$41.9K | 79.4% |
| CALTON & ASSOCIATES, INC. | 5,775 | +1,527 | $294.2K | -$33.1K | 35.9% |
| Farther Finance Advisors, LLC | 806 | +673 | $41.1K | +$30.8K | 506.0% |
| BNP PARIBAS FINANCIAL MARKETS | 8,807 | +2,636 | $448.7K | -$26.9K | 42.7% |
| Rockefeller Capital Management L.P. | 1,210 | +690 | $61.6K | +$21.6K | 132.7% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 830 | +30 | $42.3K | -$19.4K | 3.8% |
| Tower Research Capital LLC (TRC) | 2,446 | +602 | $124.6K | -$17.5K | 32.6% |
| ROTHSCHILD INVESTMENT LLC | 535 | +5 | $27.3K | -$13.6K | 0.9% |
| GWN SECURITIES INC. | 5,929 | +2,184 | $302.1K | +$13.5K | 58.3% |
| Ancora Advisors LLC | 475 | +300 | $24.2K | +$10.7K | 171.4% |
| SIGNATUREFD, LLC | 560 | +60 | $28.5K | -$10.0K | 12.0% |
| Federation des caisses Desjardins du Quebec | 455 | +45 | $23.2K | -$8.4K | 11.0% |
| GAMMA Investing LLC | 374 | +18 | $19.1K | -$8.4K | 5.0% |
| JONES FINANCIAL COMPANIES LLLP | 3,298 | +830 | $168.0K | -$6.0K | 33.6% |
| ARMSTRONG ADVISORY GROUP, INC | 470 | +230 | $23.9K | +$5.5K | 95.8% |
| NISA INVESTMENT ADVISORS, LLC | 387 | +62 | $19.7K | -$5.3K | 19.1% |
| FourThought Financial Partners, LLC | 9,475 | +3,279 | $482.8K | +$5.2K | 52.9% |
| Sterling Capital Management LLC | 204 | +130 | $10.4K | +$4.7K | 175.7% |
| MCF Advisors LLC | 432 | +207 | $22.0K | +$4.7K | 92.0% |
| LORD, ABBETT & CO. LLC | 37,191 | +24,855 | $1.9K | +$944 | 201.5% |
| Aspect Partners, LLC | 75 | +20 | $3.8K | -$418 | 36.4% |
| Cambridge Investment Research Advisors, Inc. | 22,582 | +2,759 | $1.2K | -$377 | 13.9% |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 6,702 | +6,430 | $342 | +$321 | 2364.0% |
| SG Americas Securities, LLC | 33,904 | +9,161 | $1.7K | -$180 | 37.0% |
| AMALGAMATED BANK | 966 | +30 | $49 | -$23 | 3.2% |
| Bare Financial Services, Inc | 26 | +9 | $1.3K | +$15 | 52.9% |
| Covestor Ltd | 24 | +21 | $1 | +$1 | 700.0% |
Reduced(111)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| MORGAN STANLEY | 392,800 | -721,993 | $20.0M | -$65.9M | -64.8% |
| BlackRock, Inc. | 2,418,368 | -3,006 | $123.2M | -$63.4M | -0.1% |
| VANGUARD GROUP INC | 1,838,900 | -1,591 | $93.7M | -$48.2M | -0.1% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1,191,363 | -168,400 | $60.7M | -$44.1M | -12.4% |
| JANE STREET GROUP, LLC | 803,751 | -242,107 | $41.0M | -$39.7M | -23.1% |
| CITADEL ADVISORS LLC | 697,367 | -267,931 | $35.5M | -$38.9M | -27.8% |
| D. E. Shaw & Co., Inc. | 794,581 | -139,743 | $40.5M | -$31.5M | -14.9% |
| FRONTIER CAPITAL MANAGEMENT CO LLC | 59,534 | -209,539 | $3.0M | -$17.7M | -77.9% |
| JANUS HENDERSON GROUP PLC | 462,233 | -72,205 | $23.6M | -$17.6M | -13.5% |
| Nuveen, LLC | 249,236 | -94,349 | $12.7M | -$13.8M | -27.5% |
| TUDOR INVESTMENT CORP ET AL | 88,697 | -131,033 | $4.5M | -$12.4M | -59.6% |
| Driehaus Capital Management LLC | 206,817 | -87,236 | $10.5M | -$12.1M | -29.7% |
| PLUSTICK MANAGEMENT LLC | 330,000 | -30,000 | $16.8M | -$10.9M | -8.3% |
| GOLDMAN SACHS GROUP INC | 140,266 | -88,346 | $7.1M | -$10.5M | -38.6% |
| TWO SIGMA INVESTMENTS, LP | 294,607 | -15,727 | $15.0M | -$8.9M | -5.1% |
| FIRST TRUST ADVISORS LP | 187,506 | -44,234 | $9.6M | -$8.3M | -19.1% |
| NORTHERN TRUST CORP | 290,814 | -6,643 | $14.8M | -$8.1M | -2.2% |
| AMERIPRISE FINANCIAL INC | 89,270 | -61,592 | $4.6M | -$7.1M | -40.8% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 263,463 | -998 | $13.4M | -$7.0M | -0.4% |
| Squarepoint Ops LLC | 23,736 | -79,301 | $1.2M | -$6.7M | -77.0% |
| GROUP ONE TRADING LLC | 50,833 | -69,828 | $2.6M | -$6.7M | -57.9% |
| RENAISSANCE TECHNOLOGIES LLC | 25,854 | -57,500 | $1.3M | -$5.1M | -69.0% |
| Rathbones Group PLC | 119,410 | -25,174 | $6.1M | -$5.1M | -17.4% |
| RAYMOND JAMES FINANCIAL INC | 58,979 | -34,531 | $3.0M | -$4.2M | -36.9% |
| NOMURA ASSET MANAGEMENT CO LTD | 126,900 | -10,600 | $6.5M | -$4.1M | -7.7% |
| CAPITAL FUND MANAGEMENT S.A. | 25,700 | -40,800 | $1.3M | -$3.8M | -61.4% |
| Mirae Asset Global Investments Co., Ltd. | 38,370 | -24,892 | $2.0M | -$2.9M | -39.3% |
| Walleye Capital LLC | 49,964 | -17,179 | $2.5M | -$2.6M | -25.6% |
| Balyasny Asset Management L.P. | 80,028 | -6,443 | $4.1M | -$2.6M | -7.5% |
| IMC-Chicago, LLC | 12,246 | -24,483 | $623.9K | -$2.2M | -66.7% |
| VICTORY CAPITAL MANAGEMENT INC | 40,034 | -14,468 | $2.0M | -$2.2M | -26.5% |
| PEAK6 LLC | 5,000 | -24,500 | $254.8K | -$2.0M | -83.0% |
| COMERICA BANK | 5,572 | -20,434 | $283.9K | -$1.7M | -78.6% |
| ENVESTNET ASSET MANAGEMENT INC | 28,501 | -12,104 | $1.5M | -$1.7M | -29.8% |
| UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC | 45,797 | -5,743 | $2.3M | -$1.6M | -11.1% |
| RHUMBLINE ADVISERS | 37,859 | -5,982 | $1.9M | -$1.4M | -13.6% |
| Moody Aldrich Partners LLC | 44,726 | -3,514 | $2.3M | -$1.4M | -7.3% |
| OSAIC HOLDINGS, INC. | 79,621 | -38,498 | $4.1M | -$1.3M | -32.6% |
| Legal & General Group Plc | 34,893 | -2,331 | $1.8M | -$1.1M | -6.3% |
| Verition Fund Management LLC | 26,100 | -2,854 | $1.3M | -$901.7K | -9.8% |
| Quantum Portfolio Management LLC | 6,687 | -8,884 | $340.7K | -$859.4K | -57.0% |
| MML INVESTORS SERVICES, LLC | 5,192 | -8,845 | $264.5K | -$817.3K | -63.0% |
| ALLIANCEBERNSTEIN L.P. | 29,650 | -281 | $1.5M | -$796.1K | -0.9% |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 29,684 | -97 | $1.5M | -$782.8K | -0.3% |
| Mariner, LLC | 10,543 | -4,740 | $536.1K | -$641.8K | -31.0% |
| MetLife Investment Management, LLC | 17,473 | -622 | $890.2K | -$504.3K | -3.4% |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 979 | -5,910 | $73.1K | -$457.9K | -85.8% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 15,259 | -716 | $777.4K | -$453.7K | -4.5% |
| SEI INVESTMENTS CO | 6,228 | -3,691 | $317.3K | -$447.1K | -37.2% |
| Creative Planning | 14,327 | -745 | $729.9K | -$431.6K | -4.9% |
| Hennion & Walsh Asset Management, Inc. | 14,176 | -314 | $722.3K | -$394.5K | -2.2% |
| State of Wyoming | 824 | -4,707 | $42.0K | -$384.3K | -85.1% |
| Compass Ion Advisors, LLC | 12,674 | 0 | $645.7K | -$331.0K | 0.0% |
| CITIGROUP INC | 3,530 | -2,521 | $179.9K | -$286.5K | -41.7% |
| Arizona State Retirement System | 8,920 | -466 | $454.5K | -$268.9K | -5.0% |
| COWA, LLC | 4,316 | -1,849 | $219.9K | -$255.2K | -30.0% |
| Police & Firemen's Retirement System of New Jersey | 8,147 | -519 | $415.1K | -$252.8K | -6.0% |
| Values First Advisors, Inc. | 5,857 | -1,166 | $298.4K | -$242.8K | -16.6% |
| City Center Advisors, LLC | 4,560 | -1,507 | $232.3K | -$235.3K | -24.8% |
| WealthPLAN Partners, LLC | 7,427 | -419 | $378.4K | -$226.3K | -5.3% |
| WHITE PINE CAPITAL LLC | 8,193 | -150 | $417.4K | -$225.6K | -1.8% |
| Private Advisor Group, LLC | 4,809 | -1,085 | $245.0K | -$209.2K | -18.4% |
| U.S. Capital Wealth Advisors, LLC | 7,813 | 0 | $398.1K | -$204.1K | 0.0% |
| Palisades Investment Partners, LLC | 7,708 | 0 | $392.7K | -$201.3K | 0.0% |
| Aspire Capital Advisors LLC | 4,442 | -1,100 | $226.3K | -$200.8K | -19.8% |
| Jacobi Capital Management LLC | 7,551 | 0 | $384.7K | -$197.2K | 0.0% |
| Global Trust Asset Management, LLC | 2 | -2,521 | $102 | -$194.3K | -99.9% |
| HUNTINGTON NATIONAL BANK | 6,000 | 0 | $305.7K | -$156.7K | 0.0% |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 5,955 | 0 | $303.4K | -$155.5K | 0.0% |
| Voya Investment Management LLC | 5,519 | 0 | $281.2K | -$144.2K | 0.0% |
| Parallel Advisors, LLC | 1,594 | -1,300 | $81.2K | -$141.8K | -44.9% |
| Baird Financial Group, Inc. | 4,903 | -123 | $249.8K | -$137.5K | -2.4% |
| Pictet Asset Management Holding SA | 4,078 | 0 | $207.8K | -$106.5K | 0.0% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 4,031 | -5 | $262.1K | -$90.9K | -0.1% |
| Stonehage Fleming Financial Services Holdings Ltd | 3,130 | 0 | $159.5K | -$81.8K | 0.0% |
| Ameritas Investment Partners, Inc. | 2,569 | 0 | $130.9K | -$67.1K | 0.0% |
| CoreCap Advisors, LLC | 2,100 | 0 | $107.0K | -$54.9K | 0.0% |
| Goodman Advisory Group, LLC | 171 | -509 | $8.7K | -$43.7K | -74.8% |
| Arax Advisory Partners | 68 | -422 | $3.5K | -$34.3K | -86.1% |
| Caitong International Asset Management Co., Ltd | 71 | -398 | $3.6K | -$32.5K | -84.9% |
| TOTH FINANCIAL ADVISORY CORP | 1,120 | 0 | $57.1K | -$29.3K | 0.0% |
| Global Retirement Partners, LLC | 454 | -192 | $23.1K | -$26.7K | -29.7% |
| Private Wealth Asset Management, LLC | 1,000 | 0 | $51.0K | -$26.1K | 0.0% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 22,295 | -241,191 | $1.1K | -$19.2K | -91.5% |
| Rialto Wealth Management, LLC | 350 | -125 | $17.8K | -$18.8K | -26.3% |
| MAI Capital Management | 600 | 0 | $30.6K | -$15.7K | 0.0% |
| Larson Financial Group LLC | 301 | -78 | $15.3K | -$13.9K | -20.6% |
| HRT FINANCIAL LP | 30,816 | -125,659 | $1.6K | -$10.5K | -80.3% |
| WHITTIER TRUST CO OF NEVADA INC | 404 | -10 | $26.3K | -$8.6K | -2.4% |
| N.E.W. Advisory Services LLC | 150 | 0 | $7.6K | -$3.9K | 0.0% |
| UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO | 133 | 0 | $6.8K | -$3.5K | 0.0% |
| Quarry LP | 2 | -30 | $102 | -$2.4K | -93.8% |
| TD Waterhouse Canada Inc. | 73 | 0 | $3.7K | -$2.3K | 0.0% |
| EverSource Wealth Advisors, LLC | 42 | -11 | $2.1K | -$1.9K | -20.8% |
| WHITTIER TRUST CO | 100 | 0 | $6.5K | -$1.9K | 0.0% |
| Fairscale Capital, LLC | 62 | 0 | $3.2K | -$1.6K | 0.0% |
| ORG Partners LLC | 15 | -10 | $764 | -$1.2K | -40.0% |
| Vancity Investment Management Ltd | 5,000 | -12,470 | $255 | -$1.1K | -71.4% |
| Parkside Financial Bank & Trust | 15 | -9 | $765 | -$1.1K | -37.5% |
| Root Financial Partners, LLC | 38 | 0 | $1.9K | -$993 | 0.0% |
| Janney Montgomery Scott LLC | 5,136 | -10,519 | $262 | -$945 | -67.2% |
| Smartleaf Asset Management LLC | 1 | -8 | $52 | -$631 | -88.9% |
| BOSTON FAMILY OFFICE LLC | 16,400 | 0 | $836 | -$428 | 0.0% |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 14,790 | -327 | $754 | -$411 | -2.2% |
| Fortitude Family Office, LLC | 14 | 0 | $713 | -$366 | 0.0% |
| WPG Advisers, LLC | 7 | 0 | $357 | -$182 | 0.0% |
| TEALWOOD ASSET MANAGEMENT INC | 4,400 | 0 | $224 | -$115 | 0.0% |
| CWM, LLC | 1,552 | -579 | $79 | -$85 | -27.2% |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 2,747 | 0 | $140 | -$72 | 0.0% |
| ACADIAN ASSET MANAGEMENT LLC | 452 | 0 | $23 | -$11 | 0.0% |
| Lido Advisors, LLC | 32,020 | 0 | $2.5M | $0 | 0.0% |