13F QoQ Ownership Changes
IZEA Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 9 new · 11 added · 12 reduced · 11 exited
New Positions(9)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| ARS Investment Partners, LLC | 106,841 | +106,841 | $468.0K | +$468.0K | — |
| SEI INVESTMENTS CO | 101,335 | +101,335 | $443.8K | +$443.8K | — |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 79,711 | +79,711 | $349.1K | +$349.1K | — |
| JANE STREET GROUP, LLC | 35,947 | +35,947 | $157.4K | +$157.4K | — |
| Diversify Advisory Services, LLC | 19,634 | +19,634 | $82.3K | +$82.3K | — |
| XTX Topco Ltd | 12,682 | +12,682 | $55.5K | +$55.5K | — |
| GROUP ONE TRADING LLC | 6,242 | +6,242 | $27.3K | +$27.3K | — |
| Strategic Investment Solutions, Inc. /IL | 1,250 | +1,250 | $5.5K | +$5.5K | — |
| Marquette Asset Management, LLC | 310 | +310 | $1.4K | +$1.4K | — |
Added To(11)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| VANGUARD GROUP INC | 629,926 | +9,980 | $2.8M | +$452.9K | 1.6% |
| NewEdge Advisors, LLC | 81,736 | +79,216 | $358.0K | +$348.6K | 3143.5% |
| UBS Group AG | 38,862 | +36,989 | $170.2K | +$163.2K | 1974.8% |
| BlackRock, Inc. | 225,707 | +202 | $988.6K | +$149.7K | 0.1% |
| GEODE CAPITAL MANAGEMENT, LLC | 139,410 | +13,281 | $610.8K | +$141.4K | 10.5% |
| DIMENSIONAL FUND ADVISORS LP | 62,312 | +9,380 | $272.9K | +$76.0K | 17.7% |
| STATE STREET CORP | 56,862 | +5,350 | $249.1K | +$57.4K | 10.4% |
| Royal Bank of Canada | 21,246 | +2,292 | $93.0K | +$49.0K | 12.1% |
| MORGAN STANLEY | 22,553 | +3,527 | $98.8K | +$28.0K | 18.5% |
| Larson Financial Group LLC | 4,599 | +2,559 | $20.1K | +$12.6K | 125.4% |
| ACADIAN ASSET MANAGEMENT LLC | 92,506 | +65,814 | $403 | +$305 | 246.6% |
Reduced(12)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| RENAISSANCE TECHNOLOGIES LLC | 92,440 | -49,959 | $404.9K | -$124.8K | -35.1% |
| Informed Momentum Co LLC | 166,138 | 0 | $727.7K | +$109.7K | 0.0% |
| NORTHERN TRUST CORP | 11,755 | -19,243 | $51.5K | -$63.8K | -62.1% |
| CITIGROUP INC | 1,062 | -5,386 | $4.7K | -$19.3K | -83.5% |
| Cannell & Spears LLC | 25,000 | 0 | $109.5K | +$16.5K | 0.0% |
| GOLDMAN SACHS GROUP INC | 33,768 | -10,023 | $147.9K | -$15.0K | -22.9% |
| SIMPLEX TRADING, LLC | 2,611 | -1,501 | $11.4K | +$11.4K | -36.5% |
| CITADEL ADVISORS LLC | 85,614 | -13,410 | $375.0K | +$6.6K | -13.5% |
| Tower Research Capital LLC (TRC) | 698 | -253 | $3.1K | -$481 | -26.6% |
| OSAIC HOLDINGS, INC. | 563 | 0 | $2.5K | +$337 | 0.0% |
| BANK OF AMERICA CORP /DE/ | 44 | -29 | $193 | -$79 | -39.7% |
| VISION FINANCIAL MARKETS LLC | 100 | 0 | $438 | +$66 | 0.0% |
Sold Out(11)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| Cove Street Capital, LLC | 0 | -181,860 | $0 | -$676.5K | — |
| MARSHALL WACE, LLP | 0 | -52,616 | $0 | -$195.7K | — |
| Quadrature Capital Ltd | 0 | -20,161 | $0 | -$74.8K | — |
| Stonebridge Wealth Management, LLC | 0 | -13,900 | $0 | -$51.7K | — |
| Ground Swell Capital, LLC | 0 | -11,630 | $0 | -$43.3K | — |
| WEXFORD CAPITAL LP | 0 | -4,811 | $0 | -$17.9K | — |
| Spire Wealth Management | 0 | -661 | $0 | -$2.5K | — |
| Clearstead Advisors, LLC | 0 | -602 | $0 | -$2.2K | — |
| Groupe la Francaise | 0 | -200 | $0 | -$669 | — |
| BARCLAYS PLC | 0 | -19 | $0 | -$71 | — |
| JPMORGAN CHASE & CO | 0 | -9 | $0 | -$33 | — |