13F QoQ Ownership Changes
IPW Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 0 new · 0 added · 1 reduced · 16 exited
Reduced(1)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | 107 | 0 | $56 | $0 | 0.0% |
Sold Out(16)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| VANGUARD GROUP INC | 0 | -486,312 | $0 | -$251.9K | — |
| GEODE CAPITAL MANAGEMENT, LLC | 0 | -161,890 | $0 | -$83.8K | — |
| STATE STREET CORP | 0 | -52,014 | $0 | -$26.9K | — |
| Mariner, LLC | 0 | -40,811 | $0 | -$21.1K | — |
| XTX Topco Ltd | 0 | -38,247 | $0 | -$19.8K | — |
| UBS Group AG | 0 | -34,898 | $0 | -$18.1K | — |
| TWO SIGMA INVESTMENTS, LP | 0 | -33,061 | $0 | -$17.1K | — |
| Cubist Systematic Strategies, LLC | 0 | -16,982 | $0 | -$8.8K | — |
| NORTHERN TRUST CORP | 0 | -15,379 | $0 | -$8.0K | — |
| IHT Wealth Management, LLC | 0 | -15,000 | $0 | -$7.8K | — |
| ADVISOR GROUP HOLDINGS, INC. | 0 | -5,400 | $0 | -$2.7K | — |
| Tower Research Capital LLC (TRC) | 0 | -2,973 | $0 | -$1.5K | — |
| MORGAN STANLEY | 0 | -600 | $0 | -$311 | — |
| Virtu Financial LLC | 0 | -28,260 | $0 | -$15 | — |
| BARCLAYS PLC | 0 | -20 | $0 | -$11 | — |
| SBI Securities Co., Ltd. | 0 | -4 | $0 | -$2 | — |