13F QoQ Ownership Changes
KD Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 135 new · 172 added · 391 reduced · 111 exited
New Positions(135)
Added To(172)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| VANGUARD GROUP INC | 28,331,302 | +144,625 | $752.5M | -$94.0M | 0.5% |
| AQR CAPITAL MANAGEMENT LLC | 6,443,037 | +2,255,860 | $170.9M | +$45.8M | 53.9% |
| NEUBERGER BERMAN GROUP LLC | 15,466,103 | +346,604 | $410.8M | -$43.3M | 2.3% |
| D. E. Shaw & Co., Inc. | 1,135,156 | +831,141 | $30.1M | +$21.0M | 273.4% |
| Sound Shore Management Inc /CT/ | 2,974,223 | +939,154 | $79.0M | +$17.9M | 46.1% |
| DIMENSIONAL FUND ADVISORS LP | 4,684,443 | +76,614 | $124.4M | -$14.0M | 1.7% |
| GEODE CAPITAL MANAGEMENT, LLC | 4,456,962 | +63,846 | $119.0M | -$13.5M | 1.4% |
| NORGES BANK | 735,671 | +329,531 | $19.5M | +$10.2M | 81.1% |
| BNP PARIBAS FINANCIAL MARKETS | 305,607 | +269,554 | $8.1M | +$7.0M | 747.7% |
| UBS Group AG | 2,056,198 | +27,860 | $54.6M | -$6.3M | 1.4% |
| Invesco Ltd. | 2,213,986 | +465,539 | $58.8M | +$6.3M | 26.6% |
| TWO SIGMA INVESTMENTS, LP | 212,332 | +203,955 | $5.6M | +$5.4M | 2434.7% |
| Bank of New York Mellon Corp | 1,597,016 | +9,505 | $42.4M | -$5.3M | 0.6% |
| Allspring Global Investments Holdings, LLC | 1,658,549 | +81,422 | $42.3M | -$5.1M | 5.2% |
| Gotham Asset Management, LLC | 473,642 | +214,935 | $12.6M | +$4.8M | 83.1% |
| Walleye Capital LLC | 189,018 | +177,029 | $5.0M | +$4.7M | 1476.6% |
| Qube Research & Technologies Ltd | 297,636 | +175,488 | $7.9M | +$4.2M | 143.7% |
| AMERIPRISE FINANCIAL INC | 812,632 | +216,264 | $21.6M | +$3.7M | 36.3% |
| JPMORGAN CHASE & CO | 861,845 | +219,457 | $22.9M | +$3.6M | 34.2% |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | 750,000 | +200,000 | $19.9M | +$3.4M | 36.4% |
| TUDOR INVESTMENT CORP ET AL | 262,777 | +135,800 | $7.0M | +$3.2M | 106.9% |
| Trexquant Investment LP | 154,291 | +122,558 | $4.1M | +$3.1M | 386.2% |
| DEUTSCHE BANK AG\ | 1,246,297 | +46,858 | $33.1M | -$2.9M | 3.9% |
| CITADEL ADVISORS LLC | 498,251 | +151,046 | $13.2M | +$2.8M | 43.5% |
| CAPITAL FUND MANAGEMENT S.A. | 125,775 | +99,375 | $3.3M | +$2.5M | 376.4% |
| Walleye Trading LLC | 119,412 | +91,036 | $3.2M | +$2.3M | 320.8% |
| Amundi | 354,932 | +121,516 | $9.4M | +$2.3M | 52.0% |
| XTX Topco Ltd | 126,019 | +86,255 | $3.3M | +$2.2M | 216.9% |
| MetLife Investment Management, LLC | 646,050 | +146,013 | $17.2M | +$2.1M | 29.2% |
| Leith Wheeler Investment Counsel Ltd. | 644,099 | +14,288 | $17.1M | -$1.8M | 2.3% |
| Bastion Asset Management Inc. | 334,884 | +98,943 | $9.0M | +$1.7M | 41.9% |
| MILLENNIUM MANAGEMENT LLC | 743,507 | +136,900 | $19.7M | +$1.5M | 22.6% |
| Mariner, LLC | 181,025 | +71,744 | $4.8M | +$1.5M | 65.7% |
| Arnhold LLC | 1,198,424 | +187,753 | $31.8M | +$1.5M | 18.6% |
| RHUMBLINE ADVISERS | 637,373 | +24,940 | $16.9M | -$1.5M | 4.1% |
| Swiss National Bank | 455,700 | +7,000 | $12.1M | -$1.4M | 1.6% |
| LOOMIS SAYLES & CO L P | 390,593 | +532 | $10.4M | -$1.3M | 0.1% |
| SEI INVESTMENTS CO | 295,207 | +73,157 | $7.8M | +$1.2M | 32.9% |
| Illinois Municipal Retirement Fund | 137,313 | +54,496 | $3.6M | +$1.2M | 65.8% |
| Mitsubishi UFJ Asset Management Co., Ltd. | 75,785 | +47,968 | $1.9M | +$1.1M | 172.4% |
| Douglas Lane & Associates, LLC | 962,390 | +146,257 | $25.6M | +$1.1M | 17.9% |
| ROYCE & ASSOCIATES LP | 1,917,036 | +186,620 | $50.9M | -$1.0M | 10.8% |
| Edgestream Partners, L.P. | 152,744 | +46,130 | $4.1M | +$855.3K | 43.3% |
| NATIONAL BANK OF CANADA /FI/ | 276,056 | +4,318 | $7.3M | -$822.8K | 1.6% |
| ALLIANCEBERNSTEIN L.P. | 382,601 | +71,184 | $10.2M | +$810.0K | 22.9% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 358,806 | +68,368 | $9.5M | +$808.0K | 23.5% |
| IEQ CAPITAL, LLC | 239,754 | +922 | $6.4M | -$804.3K | 0.4% |
| ENVESTNET ASSET MANAGEMENT INC | 165,004 | +44,921 | $4.4M | +$776.4K | 37.4% |
| Convergence Investment Partners, LLC | 112,531 | +33,599 | $3.0M | +$618.5K | 42.6% |
| AMERICAN CENTURY COMPANIES INC | 1,058,325 | +140,839 | $28.1M | +$557.0K | 15.3% |
| GAMCO INVESTORS, INC. ET AL | 173,465 | +2,750 | $4.6M | -$519.3K | 1.6% |
| Campbell & CO Investment Adviser LLC | 36,878 | +19,982 | $979.5K | +$472.1K | 118.3% |
| Cerity Partners LLC | 151,638 | +30,422 | $4.0M | +$388.1K | 25.1% |
| CAPTRUST FINANCIAL ADVISORS | 70,689 | +20,760 | $1.9M | +$378.1K | 41.6% |
| Snowden Capital Advisors LLC | 21,237 | +13,079 | $564.1K | +$319.1K | 160.3% |
| NISA INVESTMENT ADVISORS, LLC | 87,318 | +18 | $2.3M | -$302.5K | 0.0% |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 33,707 | +12,928 | $897.7K | +$274.2K | 62.2% |
| Global Retirement Partners, LLC | 10,488 | +9,851 | $278.6K | +$259.4K | 1546.5% |
| Quantinno Capital Management LP | 49,372 | +14,163 | $1.3M | +$254.0K | 40.2% |
| Focus Partners Advisor Solutions, LLC | 27,037 | +10,449 | $718.1K | +$245.5K | 63.0% |
| STATE OF WISCONSIN INVESTMENT BOARD | 147,262 | +24,966 | $3.9M | +$238.7K | 20.4% |
| Mitsubishi UFJ Trust & Banking Corp | 75,532 | +16,302 | $2.0M | +$227.5K | 27.5% |
| GABELLI FUNDS LLC | 64,437 | +14,653 | $1.7M | +$216.4K | 29.4% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 99,418 | +17,296 | $2.7M | +$211.2K | 21.1% |
| MONEY CONCEPTS CAPITAL CORP | 69,630 | +1,742 | $1.8M | -$189.3K | 2.6% |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 72,519 | +2,583 | $1.9M | -$174.1K | 3.7% |
| Farther Finance Advisors, LLC | 13,357 | +6,974 | $354.8K | +$163.1K | 109.3% |
| Empowered Funds, LLC | 67,083 | +3,118 | $1.8M | -$139.1K | 4.9% |
| NorthCrest Asset Manangement, LLC | 16,168 | +6,460 | $424.9K | +$134.7K | 66.5% |
| KLP KAPITALFORVALTNING AS | 49,400 | +1,300 | $1.3M | -$132.4K | 2.7% |
| Creative Planning | 91,054 | +6,299 | $2.4M | -$126.8K | 7.4% |
| Focus Partners Wealth | 39,598 | +8,643 | $1.1M | +$123.5K | 27.9% |
| Corient Private Wealth LLC | 53,014 | +3,047 | $1.4M | -$123.0K | 6.1% |
| QUADRANT CAPITAL GROUP LLC | 27,187 | +6,980 | $722.1K | +$115.3K | 34.5% |
| Allianz Asset Management GmbH | 1,213,874 | +136,449 | $32.2M | -$114.6K | 12.7% |
| Herald Investment Management Ltd | 80,000 | +13,000 | $2.1M | +$113.5K | 19.4% |
| Hilton Capital Management, LLC | 167,952 | +15,732 | $4.5M | -$110.4K | 10.3% |
| Summit Trail Advisors, LLC | 27,982 | +6,686 | $743.2K | +$103.7K | 31.4% |
| State of Wyoming | 11,036 | +4,480 | $293.1K | +$96.2K | 68.3% |
| Glenview Trust co | 27,159 | +10 | $721.3K | -$93.9K | 0.0% |
| Vanguard Personalized Indexing Management, LLC | 33,710 | +796 | $895.3K | -$93.9K | 2.4% |
| OSAIC HOLDINGS, INC. | 43,028 | +9,101 | $1.1M | +$92.3K | 26.8% |
| GABELLI & Co INVESTMENT ADVISERS, INC. | 12,600 | +4,500 | $334.7K | +$91.4K | 55.5% |
| Sky Investment Group LLC | 135,860 | +12,880 | $3.6M | -$84.6K | 10.5% |
| Bridgefront Capital, LLC | 19,407 | +5,035 | $515.5K | +$83.9K | 35.0% |
| TWO SIGMA ADVISERS, LP | 79,100 | +6,400 | $2.1M | -$82.3K | 8.8% |
| KICKSTAND VENTURES, LLC. | 12,390 | +4,007 | $329.1K | +$77.3K | 47.8% |
| Sterneck Capital Management, LLC | 22,686 | +100 | $602.5K | -$75.7K | 0.4% |
| TWIN CAPITAL MANAGEMENT INC | 20,207 | +180 | $536.7K | -$64.7K | 0.9% |
| Pallas Capital Advisors LLC | 18,631 | +60 | $494.8K | -$62.8K | 0.3% |
| Krilogy Financial LLC | 12,761 | +3,131 | $312.0K | +$60.3K | 32.5% |
| MONETA GROUP INVESTMENT ADVISORS LLC | 9,816 | +3,119 | $260.7K | +$59.6K | 46.6% |
| TRUIST FINANCIAL CORP | 26,146 | +1,117 | $694.4K | -$57.2K | 4.5% |
| Pictet Asset Management Holding SA | 34,034 | +2,039 | $903.9K | -$56.9K | 6.4% |
| Versor Investments LP | 36,490 | +2,490 | $969.2K | -$51.8K | 7.3% |
| BROADWATER CAPITAL MANAGEMENT LLC | 51,809 | +43,513 | $265.9K | +$48.7K | 524.5% |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 1,464 | +1,432 | $38.9K | +$37.9K | 4475.0% |
| NBT BANK N A /NY | 1,328 | +1,288 | $50.8K | +$34.2K | 3220.0% |
| State of New Jersey Common Pension Fund D | 91,315 | +9,456 | $2.4M | -$32.9K | 11.6% |
| one8zero8, LLC | 17,682 | +970 | $469.6K | -$32.2K | 5.8% |
| Frank, Rimerman Advisors LLC | 8,961 | +191 | $238.0K | -$25.4K | 2.2% |
| Activest Wealth Management | 877 | +853 | $23.3K | +$22.6K | 3554.2% |
| GAMMA Investing LLC | 4,808 | +1,293 | $127.7K | +$22.1K | 36.8% |
| SJS Investment Consulting Inc. | 945 | +802 | $25.1K | +$20.8K | 560.8% |
| TD PRIVATE CLIENT WEALTH LLC | 7,018 | +127 | $186.4K | -$20.5K | 1.8% |
| COLDSTREAM CAPITAL MANAGEMENT INC | 8,647 | +412 | $229.7K | -$17.6K | 5.0% |
| Steward Partners Investment Advisory, LLC | 42,029 | +4,330 | $1.1M | -$15.8K | 11.5% |
| EverSource Wealth Advisors, LLC | 4,396 | +47 | $116.8K | -$13.8K | 1.1% |
| Ransom Advisory, Ltd | 655 | +530 | $17.1K | +$13.3K | 424.0% |
| Prestige Wealth Management Group LLC | 504 | +420 | $15.7K | +$13.2K | 500.0% |
| First Eagle Investment Management, LLC | 26,200 | +2,600 | $695.9K | -$12.8K | 11.0% |
| MAI Capital Management | 3,004 | +767 | $79.8K | +$12.6K | 34.3% |
| FINANCIAL CONSULATE, INC | 809 | +500 | $21.5K | +$12.2K | 161.8% |
| M&T Bank Corp | 11,958 | +1,010 | $317.7K | -$11.1K | 9.2% |
| US BANCORP \DE\ | 22,591 | +2,267 | $600.0K | -$10.3K | 11.2% |
| CITIGROUP INC | 107,068 | +12,684 | $2.8M | +$9.4K | 13.4% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 3,138 | +74 | $83.3K | -$8.7K | 2.4% |
| UMB Bank, n.a. | 3,249 | +660 | $86.3K | +$8.5K | 25.5% |
| Smartleaf Asset Management LLC | 1,640 | +469 | $43.6K | +$8.4K | 40.0% |
| Spire Wealth Management | 822 | +312 | $21.8K | +$6.5K | 61.2% |
| Sound Income Strategies, LLC | 258 | +231 | $6.5K | +$5.7K | 855.5% |
| Bleakley Financial Group, LLC | 14,557 | +1,493 | $386.6K | -$5.7K | 11.4% |
| Atlantic Union Bankshares Corp | 1,669 | +7 | $44.3K | -$5.6K | 0.4% |
| CURIO WEALTH, LLC | 247 | +167 | $6.7K | +$4.3K | 208.8% |
| Princeton Global Asset Management LLC | 153 | +140 | $4.1K | +$3.7K | 1076.9% |
| Federation des caisses Desjardins du Quebec | 21,898 | +2,413 | $581.6K | -$3.5K | 12.4% |
| PRIVATE TRUST CO NA | 1,281 | +40 | $34.0K | -$3.2K | 3.2% |
| Parkside Financial Bank & Trust | 1,179 | +50 | $31.3K | -$2.6K | 4.4% |
| McIlrath & Eck, LLC | 190 | +100 | $5.0K | +$2.3K | 111.1% |
| Newbridge Financial Services Group, Inc. | 1,021 | +41 | $27.1K | -$2.3K | 4.2% |
| POM Investment Strategies, LLC | 279 | +108 | $7.4K | +$2.3K | 63.1% |
| Millstone Evans Group, LLC | 1,070 | +51 | $28.4K | -$2.2K | 5.0% |
| Grove Bank & Trust | 831 | +31 | $22.1K | -$2.0K | 3.9% |
| Thrivent Financial for Lutherans | 758,849 | +142,843 | $20.2K | +$1.7K | 23.2% |
| HRT FINANCIAL LP | 153,739 | +72,612 | $4.1K | +$1.6K | 89.5% |
| Larson Financial Group LLC | 894 | +155 | $23.7K | +$1.6K | 21.0% |
| GHP Investment Advisors, Inc. | 326 | +76 | $8.7K | +$1.2K | 30.4% |
| SouthState Corp | 501 | +20 | $13.3K | -$1.1K | 4.2% |
| First Command Advisory Services, Inc. | 92 | +46 | $2.4K | +$1.1K | 100.0% |
| Rossby Financial, LCC | 376 | +10 | $10.0K | -$1.0K | 2.7% |
| GW&K Investment Management, LLC | 517,975 | +38,024 | $13.8K | -$656 | 7.9% |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 225,121 | +6,080 | $6.0K | -$599 | 2.8% |
| HARBOR INVESTMENT ADVISORY, LLC | 328 | +20 | $8.7K | -$537 | 6.5% |
| JFS WEALTH ADVISORS, LLC | 205 | +6 | $5.4K | -$531 | 3.0% |
| MCF Advisors LLC | 176 | +3 | $4.7K | -$521 | 1.7% |
| Comprehensive Financial Planning, Inc./PA | 23 | +20 | $610 | +$520 | 666.7% |
| State of Alaska, Department of Revenue | 107,638 | +27,990 | $2.9K | +$467 | 35.1% |
| FARMERS & MERCHANTS INVESTMENTS INC | 213 | +10 | $5.7K | -$439 | 4.9% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 200,486 | +9,529 | $5.3K | -$409 | 5.0% |
| Sunbelt Securities, Inc. | 408 | +36 | $10.8K | -$335 | 9.7% |
| AMALGAMATED BANK | 107,222 | +1,339 | $2.8K | -$332 | 1.3% |
| Bradley & Co. Private Wealth Management, LLC | 78 | +20 | $2.1K | +$329 | 34.5% |
| Tanglewood Legacy Advisors, LLC | 84 | +19 | $2.2K | +$279 | 29.2% |
| Bogart Wealth, LLC | 39 | +13 | $1.0K | +$255 | 50.0% |
| MJT & Associates Financial Advisory Group, Inc. | 20 | +10 | $532 | +$231 | 100.0% |
| Handelsbanken Fonder AB | 58,600 | +700 | $1.6K | -$183 | 1.2% |
| North Star Investment Management Corp. | 62 | +3 | $1.6K | -$125 | 5.1% |
| Center for Financial Planning, Inc. | 257 | +26 | $6.8K | -$111 | 11.3% |
| ASSETMARK, INC | 1,053 | +118 | $28.0K | -$110 | 12.6% |
| Versant Capital Management, Inc | 412 | +45 | $10.9K | -$78 | 12.3% |
| Bay Harbor Wealth Management, LLC | 14 | +4 | $371 | +$71 | 40.0% |
| ALBION FINANCIAL GROUP /UT | 24 | +5 | $638 | +$67 | 26.3% |
| Greenwich Wealth Management LLC | 32,011 | +5,649 | $850 | +$58 | 21.4% |
| Physician Wealth Advisors, Inc. | 23 | +1 | $611 | -$50 | 4.5% |
| HANTZ FINANCIAL SERVICES, INC. | 4,073 | +2,111 | $108 | +$49 | 107.6% |
| Quaker Wealth Management, LLC | 15 | +3 | $399 | +$38 | 25.0% |
| Covestor Ltd | 33,819 | +2,938 | $898 | -$30 | 9.5% |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 3,310 | +941 | $88 | +$17 | 39.7% |
| HAZLETT, BURT & WATSON, INC. | 107 | +100 | $3 | +$3 | 1428.6% |
| BESSEMER GROUP INC | 5,487 | +710 | $146 | +$3 | 14.9% |
| Roble, Belko & Company, Inc | 85 | +80 | $2 | +$2 | 1600.0% |
| CX Institutional | 106 | +10 | $3 | $0 | 10.4% |