13F QoQ Ownership Changes
JLL Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 128 new · 212 added · 295 reduced · 63 exited
New Positions(128)
Added To(212)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| AQR CAPITAL MANAGEMENT LLC | 899,625 | +728,824 | $302.7M | +$251.8M | 426.7% |
| FMR LLC | 3,045,548 | +373,064 | $1.02B | +$227.6M | 13.9% |
| BlackRock, Inc. | 4,553,847 | +34,426 | $1.53B | +$184.2M | 0.8% |
| PRUDENTIAL FINANCIAL INC | 303,854 | +186,951 | $102.2M | +$67.4M | 159.9% |
| GEODE CAPITAL MANAGEMENT, LLC | 990,836 | +15,995 | $333.5M | +$42.6M | 1.6% |
| NORGES BANK | 579,397 | +3,707 | $194.9M | +$39.6M | 0.6% |
| Swedbank AB | 993,742 | +4,543 | $334.4M | +$39.3M | 0.5% |
| BLAIR WILLIAM & CO/IL | 346,764 | +63,272 | $116.7M | +$32.1M | 22.3% |
| Artemis Investment Management LLP | 402,173 | +31,569 | $135.3M | +$24.8M | 8.5% |
| PANAGORA ASSET MANAGEMENT INC | 81,312 | +72,028 | $27.4M | +$24.6M | 775.8% |
| BAMCO INC /NY/ | 564,297 | +200 | $189.9M | +$21.6M | 0.0% |
| BANK OF AMERICA CORP /DE/ | 299,461 | +28,999 | $100.8M | +$20.1M | 10.7% |
| CITADEL ADVISORS LLC | 249,500 | +35,325 | $83.9M | +$20.1M | 16.5% |
| Trexquant Investment LP | 61,715 | +55,816 | $20.8M | +$19.0M | 946.2% |
| RBF Capital, LLC | 100,000 | +50,000 | $33.6M | +$18.7M | 100.0% |
| Invesco Ltd. | 222,413 | +34,131 | $74.8M | +$18.7M | 18.1% |
| Epoch Investment Partners, Inc. | 95,031 | +46,484 | $32.0M | +$17.5M | 95.8% |
| RAYMOND JAMES FINANCIAL INC | 203,153 | +29,292 | $68.6M | +$16.8M | 16.8% |
| GOLDMAN SACHS GROUP INC | 256,918 | +22,045 | $86.4M | +$16.4M | 9.4% |
| Skandinaviska Enskilda Banken AB (publ) | 49,917 | +47,817 | $16.8M | +$16.2M | 2277.0% |
| Amundi | 53,050 | +45,913 | $17.8M | +$15.8M | 643.3% |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 404,656 | +67 | $136.2M | +$15.5M | 0.0% |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 40,640 | +37,738 | $13.8M | +$12.9M | 1300.4% |
| TCW GROUP INC | 246,973 | +8,366 | $83.1M | +$11.9M | 3.5% |
| TRUIST FINANCIAL CORP | 231,280 | +9,050 | $77.8M | +$11.5M | 4.1% |
| AMERICAN CENTURY COMPANIES INC | 163,071 | +14,833 | $54.9M | +$10.7M | 10.0% |
| PEAK6 LLC | 113,000 | +18,998 | $38.0M | +$10.0M | 20.2% |
| Mariner, LLC | 43,952 | +25,035 | $14.8M | +$9.2M | 132.3% |
| ExodusPoint Capital Management, LP | 41,710 | +25,316 | $14.0M | +$9.1M | 154.4% |
| Cerity Partners LLC | 61,493 | +22,615 | $20.7M | +$9.1M | 58.2% |
| CANADA PENSION PLAN INVESTMENT BOARD | 83,220 | +19,520 | $28.0M | +$9.0M | 30.6% |
| Clearbridge Investments, LLC | 81,051 | +18,244 | $27.3M | +$8.5M | 29.0% |
| Concurrent Investment Advisors, LLC | 45,238 | +18,912 | $15.2M | +$7.4M | 71.8% |
| ENVESTNET ASSET MANAGEMENT INC | 119,766 | +7,598 | $40.3M | +$6.8M | 6.8% |
| FRANKLIN RESOURCES INC | 132,023 | +5,524 | $44.4M | +$6.7M | 4.4% |
| MEEDER ASSET MANAGEMENT INC | 20,422 | +16,936 | $6.9M | +$5.8M | 485.8% |
| Creative Planning | 25,857 | +15,449 | $8.7M | +$5.6M | 148.4% |
| Horizon Investments, LLC | 29,666 | +13,092 | $10.0M | +$5.0M | 79.0% |
| ROYAL LONDON ASSET MANAGEMENT LTD | 121,239 | +1,324 | $40.8M | +$5.0M | 1.1% |
| Gotham Asset Management, LLC | 35,803 | +10,993 | $12.0M | +$4.6M | 44.3% |
| AMERIPRISE FINANCIAL INC | 106,609 | +1,906 | $35.9M | +$4.6M | 1.8% |
| KENNEDY CAPITAL MANAGEMENT LLC | 19,420 | +12,325 | $6.5M | +$4.4M | 173.7% |
| FIRST TRUST ADVISORS LP | 45,303 | +8,870 | $15.2M | +$4.4M | 24.3% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 13,742 | +11,213 | $4.8M | +$4.1M | 443.4% |
| Swiss National Bank | 93,440 | +1,440 | $31.4M | +$4.0M | 1.6% |
| California Public Employees Retirement System | 93,892 | +1,332 | $31.6M | +$4.0M | 1.4% |
| MERCER GLOBAL ADVISORS INC /ADV | 13,191 | +8,640 | $4.4M | +$3.1M | 189.8% |
| CITIGROUP INC | 20,351 | +7,274 | $6.8M | +$2.9M | 55.6% |
| RENAISSANCE TECHNOLOGIES LLC | 40,889 | +4,200 | $13.8M | +$2.8M | 11.4% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 54,410 | +2,318 | $18.3M | +$2.8M | 4.4% |
| STRS OHIO | 69,130 | +2 | $23.3M | +$2.6M | 0.0% |
| QRG CAPITAL MANAGEMENT, INC. | 9,988 | +6,922 | $3.4M | +$2.4M | 225.8% |
| WORLDQUANT MILLENNIUM ADVISORS LLC | 25,054 | +4,863 | $8.4M | +$2.4M | 24.1% |
| Focus Partners Wealth | 25,872 | +4,543 | $8.7M | +$2.3M | 21.3% |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | 14,864 | +5,391 | $5.0M | +$2.2M | 56.9% |
| SEI INVESTMENTS CO | 42,695 | +1,409 | $14.4M | +$2.1M | 3.4% |
| HIGHLAND CAPITAL MANAGEMENT, LLC | 24,243 | +3,745 | $8.2M | +$2.0M | 18.3% |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 41,869 | +1,360 | $14.1M | +$2.0M | 3.4% |
| Bridgewater Associates, LP | 10,028 | +5,065 | $3.4M | +$1.9M | 102.0% |
| Edgestream Partners, L.P. | 44,327 | +626 | $14.9M | +$1.9M | 1.4% |
| VICTORY CAPITAL MANAGEMENT INC | 16,224 | +3,667 | $5.5M | +$1.7M | 29.2% |
| Quantinno Capital Management LP | 14,693 | +3,646 | $4.9M | +$1.6M | 33.0% |
| BNP PARIBAS FINANCIAL MARKETS | 18,824 | +2,652 | $6.3M | +$1.5M | 16.4% |
| CAPTRUST FINANCIAL ADVISORS | 10,516 | +3,430 | $3.5M | +$1.4M | 48.4% |
| Erste Asset Management GmbH | 22,022 | +1,445 | $7.5M | +$1.3M | 7.0% |
| Advisors Asset Management, Inc. | 3,849 | +3,707 | $1.3M | +$1.3M | 2610.6% |
| Advisors Capital Management, LLC | 30,203 | +170 | $10.2M | +$1.2M | 0.6% |
| JANUS HENDERSON GROUP PLC | 21,545 | +1,124 | $7.2M | +$1.2M | 5.5% |
| Jain Global LLC | 9,720 | +2,627 | $3.3M | +$1.2M | 37.0% |
| BURNEY CO/ | 22,385 | +996 | $7.5M | +$1.2M | 4.7% |
| Pathstone Holdings, LLC | 25,710 | +515 | $8.7M | +$1.1M | 2.0% |
| Federation des caisses Desjardins du Quebec | 13,513 | +2,075 | $4.5M | +$1.1M | 18.1% |
| Sequoia Financial Advisors, LLC | 6,456 | +2,977 | $2.2M | +$1.1M | 85.6% |
| Oliver Luxxe Assets LLC | 27,034 | +329 | $9.1M | +$1.1M | 1.2% |
| Vestmark Advisory Solutions, Inc. | 3,954 | +3,269 | $1.3M | +$1.1M | 477.2% |
| New Age Alpha Advisors, LLC | 20,054 | +1,090 | $6.7M | +$1.1M | 5.7% |
| Callan Family Office, LLC | 4,421 | +3,040 | $1.5M | +$1.1M | 220.1% |
| Merit Financial Group, LLC | 3,800 | +2,968 | $1.3M | +$1.0M | 356.7% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 11,775 | +1,766 | $4.0M | +$976.4K | 17.6% |
| LPL Financial LLC | 13,086 | +1,517 | $4.4M | +$952.2K | 13.1% |
| Klingman & Associates, LLC | 23,499 | +12 | $7.9M | +$901.0K | 0.1% |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 3,799 | +2,427 | $1.3M | +$869.0K | 176.9% |
| MML INVESTORS SERVICES, LLC | 3,694 | +2,320 | $1.2M | +$833.1K | 168.8% |
| Family Management Corp | 19,268 | +253 | $6.5M | +$811.3K | 1.3% |
| NEOS Investment Management LLC | 6,326 | +1,870 | $2.1M | +$799.4K | 42.0% |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 19,564 | +134 | $6.6M | +$787.1K | 0.7% |
| Curi Capital, LLC | 2,977 | +2,089 | $1.0M | +$736.8K | 235.2% |
| RITHOLTZ WEALTH MANAGEMENT | 3,044 | +1,836 | $1.0M | +$663.9K | 152.0% |
| CWA Asset Management Group, LLC | 11,958 | +622 | $4.0M | +$642.2K | 5.5% |
| Silvant Capital Management LLC | 14,626 | +235 | $4.9M | +$628.7K | 1.6% |
| Global Retirement Partners, LLC | 1,926 | +1,836 | $648.0K | +$621.2K | 2040.0% |
| JOHNSON INVESTMENT COUNSEL INC | 11,857 | +501 | $4.0M | +$602.3K | 4.4% |
| Riverwater Partners LLC | 6,499 | +1,183 | $2.2M | +$601.1K | 22.3% |
| CASTLEARK MANAGEMENT LLC | 11,271 | +460 | $3.8M | +$567.6K | 4.3% |
| KLP KAPITALFORVALTNING AS | 10,420 | +520 | $3.5M | +$553.0K | 5.3% |
| LOOMIS SAYLES & CO L P | 2,199 | +1,478 | $739.9K | +$524.8K | 205.0% |
| Krilogy Financial LLC | 2,158 | +1,248 | $770.9K | +$509.1K | 137.1% |
| Ethic Inc. | 6,264 | +873 | $2.1M | +$499.6K | 16.2% |
| Tidal Investments LLC | 5,314 | +879 | $1.8M | +$465.1K | 19.8% |
| Vanguard Personalized Indexing Management, LLC | 9,183 | +235 | $3.1M | +$420.3K | 2.6% |
| Pictet Asset Management Holding SA | 7,150 | +487 | $2.4M | +$418.3K | 7.3% |
| Chicago Partners Investment Group LLC | 2,338 | +925 | $827.9K | +$387.0K | 65.5% |
| COMMONWEALTH EQUITY SERVICES, LLC | 1,140 | +245 | $383.6K | +$383.3K | 27.4% |
| Envestnet Portfolio Solutions, Inc. | 4,559 | +667 | $1.5M | +$373.1K | 17.1% |
| PICTON MAHONEY ASSET MANAGEMENT | 1,095 | +1,091 | $368.4K | +$368.4K | 27275.0% |
| D L CARLSON INVESTMENT GROUP INC | 9,325 | +11 | $3.1M | +$359.4K | 0.1% |
| BRIDGES INVESTMENT MANAGEMENT INC | 5,881 | +430 | $2.0M | +$352.9K | 7.9% |
| Farther Finance Advisors, LLC | 1,530 | +959 | $514.8K | +$344.5K | 167.9% |
| NewEdge Advisors, LLC | 1,121 | +990 | $377.0K | +$337.9K | 755.7% |
| Linden Thomas Advisory Services, LLC | 7,149 | +215 | $2.4M | +$337.2K | 3.1% |
| Yarbrough Capital, LLC | 1,988 | +824 | $668.9K | +$321.7K | 70.8% |
| Versor Investments LP | 3,299 | +602 | $1.1M | +$305.6K | 22.3% |
| STIFEL FINANCIAL CORP | 4,465 | +378 | $1.5M | +$283.2K | 9.2% |
| HB Wealth Management, LLC | 1,576 | +732 | $530.3K | +$278.5K | 86.7% |
| FIRST CITIZENS BANK & TRUST CO | 3,798 | +445 | $1.3M | +$277.8K | 13.3% |
| Clearstead Advisors, LLC | 901 | +766 | $303.2K | +$262.9K | 567.4% |
| GenTrust, LLC | 2,998 | +485 | $1.0M | +$259.2K | 19.3% |
| M&T Bank Corp | 2,611 | +523 | $878.3K | +$255.9K | 25.0% |
| Brooklyn Investment Group | 1,403 | +635 | $478.5K | +$249.4K | 82.7% |
| SIGNATUREFD, LLC | 1,361 | +640 | $457.9K | +$242.9K | 88.8% |
| Cetera Investment Advisers | 3,978 | +196 | $1.3M | +$210.4K | 5.2% |
| Rockefeller Capital Management L.P. | 2,759 | +348 | $928.4K | +$209.3K | 14.4% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 1,441 | +511 | $484.9K | +$207.5K | 54.9% |
| EverSource Wealth Advisors, LLC | 1,055 | +533 | $355.0K | +$199.3K | 102.1% |
| SHELTON WEALTH MANAGEMENT, LLC | 3,707 | +187 | $1.2M | +$197.3K | 5.3% |
| Compound Planning, Inc. | 2,008 | +404 | $675.6K | +$197.2K | 25.2% |
| Susquehanna Portfolio Strategies, LLC | 4,447 | +90 | $1.5M | +$196.7K | 2.1% |
| HighTower Advisors, LLC | 4,740 | +49 | $1.6M | +$195.6K | 1.0% |
| HANCOCK WHITNEY CORP | 4,557 | +40 | $1.5M | +$185.9K | 0.9% |
| QUADRANT CAPITAL GROUP LLC | 4,220 | +12 | $1.4M | +$164.7K | 0.3% |
| COLDSTREAM CAPITAL MANAGEMENT INC | 1,472 | +350 | $495.3K | +$160.6K | 31.2% |
| DoubleLine ETF Adviser LP | 3,210 | +120 | $1.1M | +$158.4K | 3.9% |
| NewEdge Wealth, LLC | 1,649 | +236 | $554.8K | +$148.4K | 16.7% |
| &PARTNERS | 2,480 | +175 | $834.4K | +$147.8K | 7.6% |
| ROTHSCHILD INVESTMENT LLC | 415 | +413 | $139.6K | +$139.0K | 20650.0% |
| GAMMA Investing LLC | 1,441 | +256 | $484.9K | +$131.4K | 21.6% |
| Parallel Advisors, LLC | 2,229 | +153 | $750.0K | +$130.8K | 7.4% |
| JONES FINANCIAL COMPANIES LLLP | 1,315 | +248 | $442.5K | +$120.9K | 23.2% |
| US BANCORP \DE\ | 2,596 | +64 | $873.5K | +$118.2K | 2.5% |
| Abacus Planning Group, Inc. | 3,075 | +2 | $1.0M | +$118.0K | 0.1% |
| AlphaCore Capital LLC | 1,177 | +227 | $396.0K | +$112.7K | 23.9% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 1,180,514 | +178,677 | $397.2K | +$98.4K | 17.8% |
| Wealthspire Advisors, LLC | 1,083 | +190 | $364.4K | +$98.0K | 21.3% |
| SEEDS INVESTOR LLC | 1,518 | +130 | $510.8K | +$96.7K | 9.4% |
| VestGen Advisors, LLC | 1,773 | +76 | $596.6K | +$90.4K | 4.5% |
| First Bank & Trust | 2,229 | +4 | $750.0K | +$86.3K | 0.2% |
| AZZAD ASSET MANAGEMENT INC /ADV | 1,671 | +51 | $562.1K | +$78.9K | 3.1% |
| GREENLEAF TRUST | 1,668 | +30 | $561.2K | +$72.6K | 1.8% |
| Lido Advisors, LLC | 3,585 | +193 | $1.1M | +$67.4K | 5.7% |
| COMMERCE BANK | 1,525 | +8 | $513.1K | +$60.6K | 0.5% |
| Forum Financial Management, LP | 1,558 | +1 | $524.2K | +$59.8K | 0.1% |
| Procyon Advisors, LLC | 1,500 | +2 | $504.7K | +$57.9K | 0.1% |
| Manchester Capital Management LLC | 171 | +166 | $57.5K | +$56.0K | 3320.0% |
| BROWN BROTHERS HARRIMAN & CO | 443 | +121 | $149.1K | +$53.0K | 37.6% |
| Ballentine Partners, LLC | 951 | +48 | $320.0K | +$50.6K | 5.3% |
| Florida Trust Wealth Management Co | 1,108 | +18 | $372.8K | +$47.7K | 1.6% |
| CENTERSQUARE INVESTMENT MANAGEMENT LLC | 1,120 | +10 | $376.8K | +$45.8K | 0.9% |
| INTRUST BANK NA | 999 | +23 | $336.1K | +$45.0K | 2.4% |
| True Wealth Design, LLC | 133 | +132 | $44.8K | +$44.5K | 13200.0% |
| SAGE RHINO CAPITAL LLC | 792 | +22 | $266.5K | +$36.8K | 2.9% |
| PFG Investments, LLC | 801 | +16 | $269.4K | +$35.3K | 2.0% |
| UMB Bank, n.a. | 490 | +47 | $164.9K | +$32.7K | 10.6% |
| U.S. Capital Wealth Advisors, LLC | 781 | +4 | $262.8K | +$31.0K | 0.5% |
| Stratos Wealth Partners, LTD. | 755 | +7 | $254.0K | +$30.9K | 0.9% |
| Activest Wealth Management | 91 | +86 | $30.6K | +$29.1K | 1720.0% |
| CIBC Private Wealth Group LLC | 287 | +59 | $96.6K | +$28.6K | 25.9% |
| Transamerica Financial Advisors, LLC | 215 | +67 | $72.3K | +$28.2K | 45.3% |
| Smartleaf Asset Management LLC | 283 | +57 | $96.0K | +$28.1K | 25.2% |
| SJS Investment Consulting Inc. | 87 | +81 | $29.3K | +$27.5K | 1350.0% |
| NOMURA ASSET MANAGEMENT CO LTD | 657 | +3 | $221.1K | +$26.0K | 0.5% |
| Steigerwald, Gordon & Koch Inc. | 504 | +4 | $169.6K | +$20.4K | 0.8% |
| Quent Capital, LLC | 179 | +41 | $60.2K | +$19.1K | 29.7% |
| ASSETMARK, INC | 220 | +30 | $74.0K | +$17.4K | 15.8% |
| Versant Capital Management, Inc | 364 | +5 | $122.5K | +$15.4K | 1.4% |
| Root Financial Partners, LLC | 175 | +28 | $58.9K | +$15.0K | 19.0% |
| North Star Investment Management Corp. | 187 | +7 | $62.9K | +$9.2K | 3.9% |
| Rossby Financial, LCC | 66 | +22 | $22.2K | +$9.1K | 50.0% |
| MassMutual Private Wealth & Trust, FSB | 193 | +2 | $64.9K | +$8.0K | 1.0% |
| Parkside Financial Bank & Trust | 147 | +6 | $49.5K | +$7.4K | 4.3% |
| Marquette Asset Management, LLC | 29 | +20 | $9.8K | +$7.1K | 222.2% |
| JFS WEALTH ADVISORS, LLC | 61 | +15 | $20.5K | +$6.8K | 32.6% |
| Bell Investment Advisors, Inc | 42 | +16 | $14.1K | +$6.4K | 61.5% |
| Spire Wealth Management | 27 | +16 | $9.1K | +$5.8K | 145.4% |
| CWM, LLC | 19,019 | +16,765 | $6.4K | +$5.7K | 743.8% |
| CENTRAL TRUST Co | 136 | +1 | $45.8K | +$5.5K | 0.7% |
| IMA Advisory Services, Inc. | 17 | +16 | $5.7K | +$5.4K | 1600.0% |
| Washington Trust Advisors, Inc. | 92 | +6 | $31.0K | +$5.4K | 7.0% |
| Sunbelt Securities, Inc. | 90 | +5 | $30.3K | +$4.9K | 5.9% |
| Thrivent Financial for Lutherans | 28,895 | +12,699 | $9.7K | +$4.9K | 78.4% |
| WealthCollab, LLC | 26 | +12 | $8.7K | +$4.6K | 85.7% |
| Westside Investment Management, Inc. | 78 | +4 | $26.2K | +$4.2K | 5.4% |
| SG Americas Securities, LLC | 11,677 | +9,582 | $3.9K | +$3.3K | 457.4% |
| Physician Wealth Advisors, Inc. | 14 | +9 | $4.7K | +$3.2K | 180.0% |
| Retirement Wealth Solutions LLC | 27 | +7 | $9.1K | +$3.1K | 35.0% |
| Clearstead Trust, LLC | 42 | +4 | $14.1K | +$2.8K | 10.5% |
| SouthState Corp | 24 | +4 | $8.1K | +$2.1K | 20.0% |
| MJT & Associates Financial Advisory Group, Inc. | 8 | +4 | $2.7K | +$1.5K | 100.0% |
| Bay Harbor Wealth Management, LLC | 7 | +3 | $2.4K | +$1.2K | 75.0% |
| Vestcor Inc | 6,501 | +2,619 | $2.2K | +$1.0K | 67.5% |
| CROWN ADVISORS MANAGEMENT, INC. | 10,000 | +2,000 | $3.4K | +$978 | 25.0% |
| NATIXIS ADVISORS, LLC | 20,915 | +306 | $7.0K | +$890 | 1.5% |
| Cornerstone Planning Group LLC | 4 | +2 | $1.4K | +$817 | 100.0% |
| Rialto Wealth Management, LLC | 10 | +1 | $3.4K | +$680 | 11.1% |
| BESSEMER GROUP INC | 5,172 | +1,422 | $1.7K | +$620 | 37.9% |
| HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | 15,272 | +82 | $5.1K | +$606 | 0.5% |
| SBI Securities Co., Ltd. | 8 | +1 | $2.7K | +$604 | 14.3% |
| CHASE INVESTMENT COUNSEL CORP | 10,428 | +484 | $3.5K | +$542 | 4.9% |
| ACADIAN ASSET MANAGEMENT LLC | 1,167 | +957 | $391 | +$329 | 455.7% |
| HANTZ FINANCIAL SERVICES, INC. | 1,407 | +671 | $473 | +$253 | 91.2% |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,036 | +526 | $350 | +$198 | 103.1% |
| Cambridge Investment Research Advisors, Inc. | 2,253 | +52 | $758 | +$101 | 2.4% |
| Avion Wealth | 6 | +4 | $2 | +$2 | 200.0% |