13F QoQ Ownership Changes
JSM Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 36 new · 68 added · 130 reduced · 38 exited
New Positions(36)
Added To(68)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| BlackRock, Inc. | 12,263,514 | +760,475 | $159.4M | +$8.2M | 6.6% |
| TWO SIGMA INVESTMENTS, LP | 768,770 | +513,598 | $10.0M | +$6.6M | 201.3% |
| GOLDMAN SACHS GROUP INC | 1,543,796 | +423,381 | $20.1M | +$5.3M | 37.8% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 2,484,742 | +418,161 | $32.3M | +$5.1M | 20.2% |
| Squarepoint Ops LLC | 398,152 | +268,345 | $5.2M | +$3.5M | 206.7% |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 513,449 | +207,291 | $6.7M | +$2.6M | 67.7% |
| TWO SIGMA ADVISERS, LP | 413,100 | +203,900 | $5.4M | +$2.6M | 97.5% |
| WINTON GROUP Ltd | 292,120 | +197,395 | $3.8M | +$2.6M | 208.4% |
| JANE STREET GROUP, LLC | 551,763 | +193,975 | $7.2M | +$2.5M | 54.2% |
| Allianz Asset Management GmbH | 882,697 | +185,977 | $11.5M | +$2.3M | 26.7% |
| CITADEL ADVISORS LLC | 1,332,211 | +183,760 | $17.3M | +$2.2M | 16.0% |
| RENAISSANCE TECHNOLOGIES LLC | 214,900 | +141,100 | $2.8M | +$1.8M | 191.2% |
| STATE OF WISCONSIN INVESTMENT BOARD | 171,318 | +137,630 | $2.2M | +$1.8M | 408.5% |
| Edgestream Partners, L.P. | 149,569 | +105,272 | $1.9M | +$1.4M | 237.7% |
| AQR CAPITAL MANAGEMENT LLC | 214,606 | +94,850 | $2.8M | +$1.2M | 79.2% |
| AlphaQuest LLC | 104,658 | +61,090 | $1.4M | +$787.6K | 140.2% |
| Jump Financial, LLC | 68,899 | +56,147 | $895.7K | +$728.0K | 440.3% |
| Arbiter Partners Capital Management LLC | 155,094 | +49,350 | $2.0M | +$625.7K | 46.7% |
| Gator Capital Management, LLC | 87,195 | +47,475 | $1.1M | +$611.2K | 119.5% |
| FIRST TRUST ADVISORS LP | 249,667 | +43,712 | $3.2M | +$537.4K | 21.2% |
| US BANCORP \DE\ | 42,665 | +33,701 | $554.6K | +$436.8K | 375.9% |
| Mitsubishi UFJ Trust & Banking Corp | 181,300 | +31,506 | $2.4M | +$387.1K | 21.0% |
| FOX RUN MANAGEMENT, L.L.C. | 38,776 | +27,243 | $504.1K | +$352.4K | 236.2% |
| Man Group plc | 328,677 | +27,551 | $4.3M | +$313.0K | 9.1% |
| WELLS FARGO & COMPANY/MN | 103,392 | +23,175 | $1.3M | +$289.2K | 28.9% |
| ALLIANCEBERNSTEIN L.P. | 148,388 | +21,182 | $1.9M | +$256.3K | 16.6% |
| WELLINGTON MANAGEMENT GROUP LLP | 1,499,113 | +36,528 | $19.5M | +$255.5K | 2.5% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 5,127 | +4,964 | $195.7K | +$193.5K | 3045.4% |
| Corient Private Wealth LLC | 31,692 | +13,482 | $412.0K | +$172.5K | 74.0% |
| ARISTEIA CAPITAL, L.L.C. | 39,129 | +13,298 | $508.7K | +$169.0K | 51.5% |
| Empowered Funds, LLC | 462,974 | +18,064 | $6.0M | +$168.1K | 4.1% |
| JANUS HENDERSON GROUP PLC | 35,185 | +12,606 | $457.2K | +$160.2K | 55.8% |
| Brevan Howard Capital Management LP | 52,413 | +12,268 | $681.4K | +$153.5K | 30.6% |
| Quantinno Capital Management LP | 56,659 | +9,502 | $736.6K | +$116.4K | 20.1% |
| Creative Planning | 51,497 | +9,375 | $669.5K | +$115.6K | 22.3% |
| Russell Investments Group, Ltd. | 26,311 | +6,979 | $341.0K | +$87.0K | 36.1% |
| D. E. Shaw & Co., Inc. | 206,632 | +6,858 | $2.7M | +$59.2K | 3.4% |
| Aigen Investment Management, LP | 17,371 | +4,443 | $225.8K | +$55.8K | 34.4% |
| TUDOR INVESTMENT CORP ET AL | 593,265 | +2,684 | $7.7M | -$53.7K | 0.5% |
| FRANKLIN RESOURCES INC | 24,992 | +3,432 | $324.9K | +$41.4K | 15.9% |
| DEUTSCHE BANK AG\ | 66,251 | +2,392 | $861.3K | +$21.5K | 3.7% |
| MERCER GLOBAL ADVISORS INC /ADV | 12,604 | +1,706 | $163.8K | +$20.5K | 15.7% |
| PNC Financial Services Group, Inc. | 4,228 | +1,191 | $55.0K | +$15.0K | 39.2% |
| NEUBERGER BERMAN GROUP LLC | 20,443 | +1,314 | $265.8K | +$14.2K | 6.9% |
| SEI INVESTMENTS CO | 106,168 | +171 | $1.4M | -$13.7K | 0.2% |
| GAMMA Investing LLC | 1,978 | +818 | $25.7K | +$10.5K | 70.5% |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 988,464 | +11,830 | $12.9M | +$7.3K | 1.2% |
| Parallel Advisors, LLC | 1,176 | +416 | $15.3K | +$5.3K | 54.7% |
| QUADRANT CAPITAL GROUP LLC | 556 | +289 | $7.2K | +$3.7K | 108.2% |
| Optiver Holding B.V. | 324 | +246 | $4.2K | +$3.2K | 315.4% |
| EverSource Wealth Advisors, LLC | 1,294 | +232 | $16.8K | +$2.9K | 21.8% |
| UMB Bank, n.a. | 384 | +161 | $5.0K | +$2.1K | 72.2% |
| WEDGE CAPITAL MANAGEMENT L L P/NC | 62,658 | +833 | $814.6K | +$1.6K | 1.3% |
| Optimize Financial Inc | 33,361 | +480 | $433.7K | +$1.3K | 1.4% |
| Cedar Mountain Advisors, LLC | 38 | +37 | $494 | +$481 | 3700.0% |
| FIFTH THIRD BANCORP | 298 | +35 | $3.9K | +$416 | 13.3% |
| SG Americas Securities, LLC | 55,285 | +28,418 | $719 | +$366 | 105.8% |
| ProShare Advisors LLC | 13,228 | +174 | $172.0K | +$304 | 1.3% |
| ROTHSCHILD INVESTMENT LLC | 49 | +19 | $637 | +$242 | 63.3% |
| Steward Partners Investment Advisory, LLC | 2,422 | +11 | $31.5K | -$213 | 0.5% |
| Farther Finance Advisors, LLC | 298 | +16 | $3.9K | +$166 | 5.7% |
| MAI Capital Management | 1,361 | +23 | $17.7K | +$98 | 1.7% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 97,072 | +6,275 | $1.3K | +$68 | 6.9% |
| Covestor Ltd | 5,754 | +2,693 | $75 | +$35 | 88.0% |
| CWM, LLC | 3,275 | +750 | $43 | +$10 | 29.7% |
| Caitlin John, LLC | 525 | +6 | $6.8K | +$5 | 1.1% |
| HANTZ FINANCIAL SERVICES, INC. | 1,142 | +227 | $15 | +$3 | 24.8% |
| AMALGAMATED BANK | 19,577 | +260 | $255 | +$1 | 1.3% |