13F QoQ Ownership Changes
IVZ Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 5 new · 20 added · 19 reduced · 11 exited
New Positions(5)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| GLENMEDE TRUST CO NA | 5,975 | +5,975 | $539.8K | +$539.8K | — |
| Orion Porfolio Solutions, LLC | 3,462 | +3,462 | $312.8K | +$312.8K | — |
| FLAGSHIP HARBOR ADVISORS, LLC | 495 | +495 | $44.7K | +$44.7K | — |
| TD Capital Management LLC | 211 | +211 | $19.1K | +$19.1K | — |
| IFP Advisors, Inc | 106 | +106 | $9.7K | +$9.7K | — |
Added To(20)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| Itau Unibanco Holding S.A. | 46,330 | +21,350 | $28.5M | +$13.5M | 85.5% |
| RAYMOND JAMES FINANCIAL INC | 14,670 | +10,752 | $1.3M | +$962.2K | 274.4% |
| Cetera Investment Advisers | 51,475 | +6,384 | $4.7M | +$471.9K | 14.2% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 5,346 | +2,107 | $483.0K | +$182.8K | 65.0% |
| ENVESTNET ASSET MANAGEMENT INC | 8,913 | +2,069 | $805.2K | +$171.0K | 30.2% |
| Tower Research Capital LLC (TRC) | 4,418 | +1,702 | $399.1K | +$147.4K | 62.7% |
| Brio Consultants, LLC | 6,999 | +1,497 | $632.3K | +$122.4K | 27.2% |
| MORGAN STANLEY | 22,366 | +154 | $2.0M | -$37.7K | 0.7% |
| Independent Wealth Network Inc. | 4,598 | +511 | $415.3K | +$36.6K | 12.5% |
| J.W. COLE ADVISORS, INC. | 2,827 | +430 | $255.4K | +$33.3K | 17.9% |
| LPL Financial LLC | 20,610 | +790 | $1.9M | +$25.3K | 4.0% |
| Montz Harcus Wealth Management LLC | 9,542 | +422 | $862.0K | +$16.9K | 4.6% |
| LongView Wealth Management | 2,410 | +174 | $220.5K | +$13.3K | 7.8% |
| Ameritas Investment Partners, Inc. | 5,068 | +21 | $457.8K | -$9.8K | 0.4% |
| Merit Financial Group, LLC | 4,998 | +22 | $451.6K | -$9.6K | 0.4% |
| MML INVESTORS SERVICES, LLC | 3,116 | +178 | $281.5K | +$9.2K | 6.0% |
| Global Retirement Partners, LLC | 700 | +100 | $63.2K | +$7.6K | 16.7% |
| Kestra Advisory Services, LLC | 2,246 | +7 | $202.9K | -$4.5K | 0.3% |
| JONES FINANCIAL COMPANIES LLLP | 4,608 | +51 | $416.3K | -$3.8K | 1.1% |
| EverSource Wealth Advisors, LLC | 77 | +1 | $7.0K | -$133 | 1.3% |
Reduced(19)
Sold Out(11)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| Glenmede Investment Management, LP | 0 | -5,975 | $0 | -$553.7K | — |
| CITADEL ADVISORS LLC | 0 | -3,354 | $0 | -$310.8K | — |
| UBS Group AG | 0 | -2,701 | $0 | -$250.3K | — |
| Main Street Group, LTD | 0 | -295 | $0 | -$27.3K | — |
| PRINCIPAL SECURITIES, INC. | 0 | -183 | $0 | -$16.9K | — |
| Silicon Valley Capital Partners | 0 | -137 | $0 | -$12.5K | — |
| Advisory Services Network, LLC | 0 | -112 | $0 | -$10.3K | — |
| Virtu Financial LLC | 0 | -20,358 | $0 | -$1.9K | — |
| BROWN BROTHERS HARRIMAN & CO | 0 | -10 | $0 | -$927 | — |
| Russell Investments Group, Ltd. | 0 | -6 | $0 | -$556 | — |
| BLAIR WILLIAM & CO/IL | 0 | -4 | $0 | -$371 | — |