13F QoQ Ownership Changes
JHG Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 117 new · 158 added · 189 reduced · 66 exited
New Positions(117)
Added To(158)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| BlackRock, Inc. | 17,372,168 | +996,129 | $826.4M | +$97.5M | 6.1% |
| NORGES BANK | 2,478,057 | +757,384 | $117.9M | +$52.4M | 44.0% |
| Balyasny Asset Management L.P. | 1,397,806 | +804,469 | $66.5M | +$40.1M | 135.6% |
| GOLDMAN SACHS GROUP INC | 2,047,357 | +698,366 | $97.4M | +$37.3M | 51.8% |
| Allianz Asset Management GmbH | 2,240,342 | +472,685 | $106.6M | +$27.9M | 26.7% |
| Qube Research & Technologies Ltd | 1,893,693 | +432,937 | $90.1M | +$25.1M | 29.6% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 5,343,899 | +139,229 | $254.2M | +$22.5M | 2.7% |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 617,431 | +350,802 | $29.4M | +$17.5M | 131.6% |
| Quantinno Capital Management LP | 1,024,519 | +291,379 | $48.7M | +$16.1M | 39.7% |
| ALLIANCEBERNSTEIN L.P. | 646,176 | +282,322 | $30.7M | +$14.5M | 77.6% |
| D. E. Shaw & Co., Inc. | 287,156 | +277,534 | $13.7M | +$13.2M | 2884.4% |
| CITIGROUP INC | 294,198 | +250,328 | $14.0M | +$12.0M | 570.6% |
| GEODE CAPITAL MANAGEMENT, LLC | 2,372,074 | +100,216 | $112.9M | +$11.7M | 4.4% |
| GABELLI FUNDS LLC | 301,100 | +191,050 | $14.3M | +$9.4M | 173.6% |
| PICTON MAHONEY ASSET MANAGEMENT | 175,031 | +152,455 | $8.3M | +$8.3M | 675.3% |
| Nuveen, LLC | 655,422 | +120,464 | $31.2M | +$7.4M | 22.5% |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 194,396 | +122,919 | $9.2M | +$6.1M | 172.0% |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 137,913 | +105,887 | $6.6M | +$5.1M | 330.6% |
| Creative Planning | 214,385 | +94,345 | $10.2M | +$4.9M | 78.6% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 658,659 | +51,998 | $31.3M | +$4.3M | 8.6% |
| IEQ CAPITAL, LLC | 430,822 | +66,237 | $20.5M | +$4.3M | 18.2% |
| Verition Fund Management LLC | 124,545 | +82,550 | $5.9M | +$4.1M | 196.6% |
| Cerity Partners LLC | 195,487 | +69,012 | $9.3M | +$3.7M | 54.6% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 108,100 | +73,047 | $5.1M | +$3.6M | 208.4% |
| Invesco Ltd. | 857,480 | +8,216 | $40.8M | +$3.0M | 1.0% |
| Kestra Investment Management, LLC | 68,903 | +58,582 | $3.3M | +$2.8M | 567.6% |
| Focus Partners Wealth | 291,035 | +42,796 | $13.8M | +$2.8M | 17.2% |
| Mariner, LLC | 128,294 | +46,074 | $6.1M | +$2.4M | 56.0% |
| Ruffer LLP | 139,713 | +41,556 | $6.7M | +$2.3M | 42.3% |
| JANE STREET GROUP, LLC | 54,393 | +46,703 | $2.6M | +$2.2M | 607.3% |
| GAMCO INVESTORS, INC. ET AL | 436,032 | +18,900 | $20.7M | +$2.2M | 4.5% |
| MARSHALL WACE, LLP | 45,635 | +38,745 | $2.2M | +$1.9M | 562.3% |
| SEI INVESTMENTS CO | 110,404 | +33,556 | $5.3M | +$1.8M | 43.7% |
| CREDIT AGRICOLE S A | 93,353 | +33,369 | $4.4M | +$1.8M | 55.6% |
| AMERIPRISE FINANCIAL INC | 521,136 | +3,505 | $24.8M | +$1.7M | 0.7% |
| CIBC WORLD MARKET INC. | 41,393 | +32,964 | $2.0M | +$1.6M | 391.1% |
| MERCER GLOBAL ADVISORS INC /ADV | 160,172 | +19,335 | $7.6M | +$1.4M | 13.7% |
| BANK OF MONTREAL /CAN/ | 39,723 | +24,419 | $1.9M | +$1.2M | 159.6% |
| RENAISSANCE GROUP LLC | 141,675 | +16,677 | $6.7M | +$1.2M | 13.3% |
| California Public Employees Retirement System | 254,951 | +5,341 | $12.1M | +$1.0M | 2.1% |
| Corient Private Wealth LLC | 126,743 | +29,676 | $3.3M | -$974.0K | 30.6% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 81,390 | +16,589 | $3.9M | +$973.3K | 25.6% |
| SIMPLEX TRADING, LLC | 18,858 | +7,901 | $897.1K | +$896.6K | 72.1% |
| BAILARD, INC. | 43,009 | +16,119 | $2.0M | +$849.1K | 59.9% |
| Swiss National Bank | 246,105 | +1,700 | $11.7M | +$828.7K | 0.7% |
| Horizon Investments, LLC | 93,753 | +8,886 | $4.5M | +$716.3K | 10.5% |
| CSS LLC/IL | 32,237 | +13,590 | $1.5M | +$703.5K | 72.9% |
| Sequoia Financial Advisors, LLC | 40,283 | +12,164 | $1.9M | +$664.7K | 43.3% |
| MARTINGALE ASSET MANAGEMENT L P | 147,620 | +2,410 | $7.0M | +$559.0K | 1.6% |
| Merit Financial Group, LLC | 30,856 | +7,979 | $1.5M | +$449.5K | 34.9% |
| Ethic Inc. | 12,602 | +7,792 | $599.5K | +$385.4K | 162.0% |
| QRG CAPITAL MANAGEMENT, INC. | 29,511 | +5,198 | $1.4M | +$321.6K | 21.4% |
| ProShare Advisors LLC | 11,461 | +6,153 | $545.2K | +$308.9K | 115.9% |
| Caprock Group, LLC | 18,905 | +5,328 | $899.3K | +$297.6K | 39.2% |
| CAPTRUST FINANCIAL ADVISORS | 37,999 | +4,005 | $1.8M | +$294.5K | 11.8% |
| Assenagon Asset Management S.A. | 72,739 | +1,577 | $3.5M | +$292.8K | 2.2% |
| Grantham, Mayo, Van Otterloo & Co. LLC | 85,660 | +553 | $4.1M | +$286.7K | 0.6% |
| Global Financial Private Client, LLC | 11,061 | +5,387 | $526.2K | +$273.6K | 94.9% |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 52,501 | +2,667 | $2.5M | +$265.5K | 5.3% |
| NEUBERGER BERMAN GROUP LLC | 30,852 | +3,717 | $1.5M | +$259.9K | 13.7% |
| Modern Wealth Management, LLC | 10,385 | +5,105 | $494.0K | +$259.0K | 96.7% |
| Guinness Asset Management LTD | 21,130 | +4,426 | $1.0M | +$258.4K | 26.5% |
| Kera Capital Partners, Inc. | 14,122 | +4,633 | $679.7K | +$257.3K | 48.8% |
| NISA INVESTMENT ADVISORS, LLC | 82,094 | +60 | $3.9M | +$253.9K | 0.1% |
| Tower Research Capital LLC (TRC) | 10,079 | +4,487 | $479.5K | +$230.6K | 80.2% |
| Vanguard Personalized Indexing Management, LLC | 59,326 | +789 | $2.8M | +$216.7K | 1.3% |
| Chicago Partners Investment Group LLC | 16,248 | +3,636 | $779.4K | +$209.1K | 28.8% |
| HighTower Advisors, LLC | 15,453 | +3,588 | $735.1K | +$206.9K | 30.2% |
| AMERICAN CENTURY COMPANIES INC | 56,768 | +390 | $2.7M | +$191.1K | 0.7% |
| State of New Jersey Common Pension Fund D | 50,953 | +668 | $2.4M | +$185.6K | 1.3% |
| EVERGREEN CAPITAL MANAGEMENT LLC | 30,146 | +2,014 | $1.4M | +$181.9K | 7.2% |
| LAZARD ASSET MANAGEMENT LLC | 54,258 | +183 | $2.6M | +$174.2K | 0.3% |
| SYON CAPITAL LLC | 22,775 | +2,044 | $1.1M | +$160.7K | 9.8% |
| NorthCrest Asset Manangement, LLC | 10,300 | +2,958 | $492.0K | +$159.0K | 40.3% |
| Focus Partners Advisor Solutions, LLC | 21,292 | +1,657 | $1.0M | +$148.4K | 8.4% |
| Sivia Capital Partners, LLC | 10,188 | +2,609 | $484.6K | +$147.3K | 34.4% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 17,089 | +2,066 | $812.9K | +$144.3K | 13.8% |
| Drucker Wealth 3.0, LLC | 18,498 | +1,868 | $879.9K | +$139.7K | 11.2% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 9,848 | +2,458 | $468.5K | +$139.5K | 33.3% |
| Pallas Capital Advisors LLC | 23,945 | +1,407 | $1.1M | +$135.9K | 6.2% |
| FLPUTNAM INVESTMENT MANAGEMENT CO | 41,021 | +129 | $2.0M | +$131.3K | 0.3% |
| WELLS FARGO & COMPANY/MN | 9,439 | +2,274 | $449.0K | +$130.1K | 31.7% |
| Caerus Investment Advisors, LLC | 10,262 | +2,131 | $488.2K | +$126.3K | 26.2% |
| JUNCTURE WEALTH STRATEGIES, LLC | 6,718 | +2,218 | $319.6K | +$119.3K | 49.3% |
| CHILDRESS CAPITAL ADVISORS, LLC | 7,116 | +2,115 | $338.5K | +$115.9K | 42.3% |
| Pictet Asset Management Holding SA | 18,856 | +1,165 | $897.0K | +$109.6K | 6.6% |
| Parallel Advisors, LLC | 10,696 | +1,530 | $508.8K | +$100.8K | 16.7% |
| KLP KAPITALFORVALTNING AS | 26,700 | +300 | $1.3M | +$95.1K | 1.1% |
| AVIVA PLC | 13,029 | +1,169 | $619.8K | +$91.9K | 9.8% |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 11,056 | +1,274 | $525.9K | +$90.5K | 13.0% |
| CERTUITY, LLC | 6,172 | +1,534 | $293.6K | +$87.2K | 33.1% |
| WADDELL & ASSOCIATES, LLC | 7,328 | +1,424 | $348.6K | +$85.8K | 24.1% |
| Waverly Advisors, LLC | 8,319 | +1,334 | $395.7K | +$84.9K | 19.1% |
| Krilogy Financial LLC | 12,285 | +630 | $589.3K | +$84.8K | 5.4% |
| COOKSON PEIRCE & CO INC | 8,134 | +1,341 | $386.9K | +$84.6K | 19.7% |
| Farther Finance Advisors, LLC | 3,443 | +1,569 | $163.8K | +$80.4K | 83.7% |
| NewEdge Advisors, LLC | 6,140 | +1,317 | $292.1K | +$77.4K | 27.3% |
| ROTHSCHILD INVESTMENT LLC | 5,450 | +1,298 | $259.3K | +$74.5K | 31.3% |
| Sylvest Advisors, LLC | 11,810 | +805 | $561.8K | +$72.0K | 7.3% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 8,526 | +1,020 | $405.6K | +$71.5K | 13.6% |
| TRUIST FINANCIAL CORP | 6,998 | +1,111 | $332.9K | +$70.9K | 18.9% |
| JONES FINANCIAL COMPANIES LLLP | 2,891 | +1,316 | $137.5K | +$66.9K | 83.5% |
| HB Wealth Management, LLC | 5,718 | +1,067 | $272.0K | +$65.0K | 22.9% |
| SIGNATUREFD, LLC | 8,794 | +774 | $418.3K | +$61.4K | 9.7% |
| Polymer Capital Management (US) LLC | 8,813 | +751 | $419.2K | +$60.4K | 9.3% |
| Baker Avenue Asset Management, LP | 6,040 | +885 | $287.3K | +$57.9K | 17.2% |
| EverSource Wealth Advisors, LLC | 10,033 | +603 | $477.3K | +$57.5K | 6.4% |
| Inscription Capital, LLC | 13,938 | +279 | $663.0K | +$55.1K | 2.0% |
| Westfuller Advisors, LLC | 3,229 | +902 | $153.6K | +$50.0K | 38.8% |
| waypoint wealth counsel | 7,888 | +529 | $375.2K | +$47.7K | 7.2% |
| BENJAMIN EDWARDS INC | 6,853 | +578 | $326.0K | +$46.7K | 9.2% |
| REXFORD CAPITAL INC | 6,157 | +590 | $292.9K | +$45.1K | 10.6% |
| TRANSCEND CAPITAL ADVISORS, LLC | 7,412 | +439 | $352.6K | +$42.2K | 6.3% |
| QUADRANT CAPITAL GROUP LLC | 8,394 | +341 | $399.3K | +$40.9K | 4.2% |
| GREENLEAF TRUST | 9,311 | +157 | $442.9K | +$35.5K | 1.7% |
| Versant Capital Management, Inc | 5,019 | +333 | $238.8K | +$30.2K | 7.1% |
| Perigon Wealth Management, LLC | 7,023 | +110 | $334.1K | +$26.4K | 1.6% |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | 6,438 | +85 | $309.3K | +$22.8K | 1.3% |
| UMB Bank, n.a. | 2,469 | +316 | $117.5K | +$21.6K | 14.7% |
| EVOKE WEALTH, LLC | 5,671 | +90 | $269.8K | +$21.4K | 1.6% |
| Forum Financial Management, LP | 6,704 | +3 | $318.9K | +$20.6K | 0.0% |
| PANAGORA ASSET MANAGEMENT INC | 5,390 | +89 | $256.4K | +$20.5K | 1.7% |
| Larson Financial Group LLC | 782 | +406 | $37.2K | +$20.5K | 108.0% |
| Paragon Capital Management Ltd | 5,847 | +53 | $278.2K | +$20.3K | 0.9% |
| GAMMA Investing LLC | 4,248 | +141 | $202.1K | +$19.3K | 3.4% |
| Quent Capital, LLC | 1,132 | +330 | $53.8K | +$18.2K | 41.1% |
| PNC Financial Services Group, Inc. | 5,126 | +41 | $243.8K | +$17.5K | 0.8% |
| Lido Advisors, LLC | 5,829 | +324 | $261.1K | +$16.1K | 5.9% |
| True Wealth Design, LLC | 1,747 | +191 | $83.1K | +$13.8K | 12.3% |
| SG Americas Securities, LLC | 290,756 | +262,433 | $13.8K | +$12.6K | 926.6% |
| Rockefeller Capital Management L.P. | 935 | +215 | $44.5K | +$12.4K | 29.9% |
| STRS OHIO | 2,976 | +5 | $141.6K | +$9.3K | 0.2% |
| FIFTH THIRD BANCORP | 1,848 | +60 | $87.9K | +$8.3K | 3.4% |
| Steward Partners Investment Advisory, LLC | 196 | +171 | $9.3K | +$8.2K | 684.0% |
| Root Financial Partners, LLC | 599 | +107 | $28.5K | +$6.6K | 21.7% |
| Addison Advisors LLC | 902 | +84 | $42.9K | +$6.5K | 10.3% |
| Bell Investment Advisors, Inc | 606 | +99 | $28.8K | +$6.3K | 19.5% |
| Parkside Financial Bank & Trust | 898 | +65 | $42.7K | +$5.6K | 7.8% |
| AdvisorNet Financial, Inc | 553 | +74 | $26.3K | +$5.0K | 15.4% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 337 | +87 | $16.0K | +$4.9K | 34.8% |
| Prestige Wealth Management Group LLC | 138 | +115 | $5.4K | +$4.4K | 500.0% |
| Park Place Capital Corp | 276 | +78 | $13.1K | +$4.3K | 39.4% |
| JFS WEALTH ADVISORS, LLC | 185 | +49 | $8.8K | +$2.7K | 36.0% |
| ELEVATION WEALTH PARTNERS, LLC | 106 | +50 | $5.0K | +$2.5K | 89.3% |
| Retirement Wealth Solutions LLC | 78 | +45 | $3.7K | +$2.2K | 136.4% |
| CWM, LLC | 147,826 | +18,547 | $7.0K | +$1.3K | 14.3% |
| HARBOUR INVESTMENTS, INC. | 87 | +17 | $4.1K | +$1.0K | 24.3% |
| Manchester Capital Management LLC | 87 | +15 | $4.1K | +$934 | 20.8% |
| Bruce G. Allen Investments, LLC | 49 | +17 | $2.3K | +$907 | 53.1% |
| Spire Wealth Management | 40 | +12 | $1.9K | +$657 | 42.9% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 108,851 | +3,613 | $5.2K | +$494 | 3.4% |
| SIT INVESTMENT ASSOCIATES INC | 22,160 | +9,000 | $1.1K | +$468 | 68.4% |
| FOSTER & MOTLEY INC | 31,888 | +5,070 | $1.5K | +$323 | 18.9% |
| Rialto Wealth Management, LLC | 34 | +3 | $1.6K | +$238 | 9.7% |
| MJT & Associates Financial Advisory Group, Inc. | 8 | +4 | $382 | +$203 | 100.0% |
| Bay Harbor Wealth Management, LLC | 15 | +3 | $713 | +$179 | 25.0% |
| Janney Montgomery Scott LLC | 6,041 | +1,038 | $287 | +$64 | 20.7% |
| BESSEMER GROUP INC | 812 | +216 | $39 | +$13 | 36.2% |