13F QoQ Ownership Changes
KFY Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 55 new · 118 added · 170 reduced · 47 exited
New Positions(55)
Added To(118)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| BlackRock, Inc. | 7,965,224 | +101,714 | $525.9M | -$24.4M | 1.3% |
| VANGUARD GROUP INC | 6,159,477 | +44,425 | $406.6M | -$21.3M | 0.7% |
| AMERICAN CENTURY COMPANIES INC | 1,366,761 | +280,815 | $90.2M | +$14.2M | 25.9% |
| DIMENSIONAL FUND ADVISORS LP | 2,880,716 | +37,499 | $190.2M | -$8.8M | 1.3% |
| Cerity Partners LLC | 136,176 | +131,763 | $9.0M | +$8.7M | 2985.8% |
| STATE STREET CORP | 2,000,452 | +31,175 | $132.9M | -$5.8M | 1.6% |
| JPMORGAN CHASE & CO | 211,352 | +73,284 | $14.0M | +$4.3M | 53.1% |
| GEODE CAPITAL MANAGEMENT, LLC | 1,262,737 | +12,882 | $83.4M | -$4.1M | 1.0% |
| NEUMEIER POMA INVESTMENT COUNSEL LLC | 411,262 | +80,860 | $27.2M | +$4.0M | 24.5% |
| D. E. Shaw & Co., Inc. | 71,040 | +59,567 | $4.7M | +$3.9M | 519.2% |
| Edgestream Partners, L.P. | 182,993 | +62,791 | $12.1M | +$3.7M | 52.2% |
| MORGAN STANLEY | 933,946 | +104,898 | $61.7M | +$3.6M | 12.7% |
| BANK OF AMERICA CORP /DE/ | 450,294 | +68,728 | $29.7M | +$3.0M | 18.0% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 779,043 | +3,338 | $51.4M | -$2.9M | 0.4% |
| BARCLAYS PLC | 109,207 | +32,601 | $8.0M | +$2.6M | 42.5% |
| FIRST TRUST ADVISORS LP | 111,676 | +43,555 | $7.4M | +$2.6M | 63.9% |
| SEI INVESTMENTS CO | 130,711 | +36,243 | $8.6M | +$2.0M | 38.4% |
| Campbell & CO Investment Adviser LLC | 50,140 | +31,483 | $3.3M | +$2.0M | 168.7% |
| RBF Capital, LLC | 48,654 | +21,327 | $3.2M | +$1.3M | 78.0% |
| PICTON MAHONEY ASSET MANAGEMENT | 18,064 | +18,048 | $1.2M | +$1.2M | 112800.0% |
| UBS Group AG | 186,246 | +27,518 | $12.3M | +$1.2M | 17.3% |
| ENVESTNET ASSET MANAGEMENT INC | 186,085 | +26,594 | $12.3M | +$1.1M | 16.7% |
| DEUTSCHE BANK AG\ | 60,759 | +19,217 | $4.0M | +$1.1M | 46.3% |
| Engineers Gate Manager LP | 21,868 | +16,772 | $1.4M | +$1.1M | 329.1% |
| WELLS FARGO & COMPANY/MN | 98,556 | +20,872 | $6.5M | +$1.1M | 26.9% |
| Creative Planning | 41,070 | +17,310 | $2.7M | +$1.0M | 72.8% |
| LOOMIS SAYLES & CO L P | 393,113 | +9,075 | $26.0M | -$921.7K | 2.4% |
| TEACHER RETIREMENT SYSTEM OF TEXAS | 110,419 | +15,782 | $7.3M | +$667.2K | 16.7% |
| LAZARD ASSET MANAGEMENT LLC | 65,512 | +11,832 | $4.3M | +$568.6K | 22.0% |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 37,181 | +9,460 | $2.5M | +$527.3K | 34.1% |
| Bridgewater Associates, LP | 32,493 | +8,943 | $2.1M | +$497.2K | 38.0% |
| Brevan Howard Capital Management LP | 12,746 | +7,568 | $841.5K | +$479.1K | 146.2% |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 414,465 | +16,821 | $27.4M | -$464.1K | 4.2% |
| State of Tennessee, Department of Treasury | 21,362 | +6,480 | $1.5M | +$442.6K | 43.5% |
| PRUDENTIAL FINANCIAL INC | 78,174 | +10,324 | $5.2M | +$412.9K | 15.2% |
| KLP KAPITALFORVALTNING AS | 17,100 | +6,100 | $1.1M | +$361.7K | 55.5% |
| Vise Technologies, Inc. | 10,723 | +4,345 | $707.9K | +$261.6K | 68.1% |
| Integrated Quantitative Investments LLC | 23,056 | +4,541 | $1.5M | +$226.5K | 24.5% |
| Swiss National Bank | 103,300 | +2,700 | $6.8M | -$220.1K | 2.7% |
| State of New Jersey Common Pension Fund D | 33,892 | +4,714 | $2.2M | +$195.7K | 16.1% |
| ISTHMUS PARTNERS, LLC | 51,426 | +235 | $3.4M | -$187.2K | 0.5% |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 17,171 | +3,545 | $1.1M | +$180.1K | 26.0% |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 90,029 | +2,581 | $5.9M | -$175.9K | 3.0% |
| STATE OF WISCONSIN INVESTMENT BOARD | 168,541 | +7,464 | $11.1M | -$145.1K | 4.6% |
| Corient Private Wealth LLC | 34,142 | +29 | $2.3M | -$133.2K | 0.1% |
| LPL Financial LLC | 39,076 | +315 | $2.6M | -$132.7K | 0.8% |
| CIBC Asset Management Inc | 5,125 | +2,182 | $338.4K | +$132.4K | 74.1% |
| TRANSCEND CAPITAL ADVISORS, LLC | 30,959 | +5 | $2.0M | -$122.2K | 0.0% |
| PRINCIPAL FINANCIAL GROUP INC | 298,560 | +15,196 | $19.7M | -$118.9K | 5.4% |
| Russell Investments Group, Ltd. | 31,860 | +167 | $2.1M | -$114.5K | 0.5% |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 59,224 | +1,178 | $4.0M | -$112.8K | 2.0% |
| Global Retirement Partners, LLC | 1,769 | +1,583 | $116.8K | +$103.8K | 851.1% |
| Sequoia Financial Advisors, LLC | 4,982 | +1,720 | $328.9K | +$100.6K | 52.7% |
| Illinois Municipal Retirement Fund | 27,555 | +181 | $1.8M | -$96.5K | 0.7% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1,538 | +1,518 | $80.6K | +$79.2K | 7590.0% |
| CONGRESS ASSET MANAGEMENT CO | 40,301 | +1,212 | $2.7M | -$74.8K | 3.1% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 24,395 | +368 | $1.6M | -$70.9K | 1.5% |
| Bank of New York Mellon Corp | 619,940 | +34,139 | $40.9M | -$66.0K | 5.8% |
| Parkside Financial Bank & Trust | 1,149 | +933 | $75.9K | +$60.7K | 431.9% |
| EXCHANGE TRADED CONCEPTS, LLC | 18,243 | +1,900 | $1.2M | +$60.7K | 11.6% |
| COOKSON PEIRCE & CO INC | 11,478 | +1,438 | $757.8K | +$55.2K | 14.3% |
| WEDGE CAPITAL MANAGEMENT L L P/NC | 80,568 | +5,270 | $5.3M | +$49.7K | 7.0% |
| Hennion & Walsh Asset Management, Inc. | 5,526 | +948 | $364.8K | +$44.5K | 20.7% |
| Clearstead Advisors, LLC | 609 | +607 | $40.2K | +$40.1K | 30350.0% |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 12,013 | +200 | $793.1K | -$33.6K | 1.7% |
| Vanguard Personalized Indexing Management, LLC | 6,956 | +852 | $459.2K | +$32.0K | 13.9% |
| FRANKLIN RESOURCES INC | 25,749 | +1,033 | $1.7M | -$29.7K | 4.2% |
| Verdence Capital Advisors LLC | 8,301 | +82 | $548.0K | -$29.6K | 1.0% |
| AZZAD ASSET MANAGEMENT INC /ADV | 19,064 | +759 | $1.3M | -$22.4K | 4.1% |
| Pictet Asset Management Holding SA | 8,159 | +771 | $538.7K | +$21.6K | 10.4% |
| M&T Bank Corp | 4,329 | +533 | $286.3K | +$20.7K | 14.0% |
| NEUBERGER BERMAN GROUP LLC | 37,090 | +2,390 | $2.4M | +$20.4K | 6.9% |
| Maryland State Retirement & Pension System | 7,683 | +158 | $507.2K | -$19.4K | 2.1% |
| ALLIANCEBERNSTEIN L.P. | 60,942 | +3,177 | $4.0M | -$19.0K | 5.5% |
| QRG CAPITAL MANAGEMENT, INC. | 9,581 | +286 | $632.6K | -$17.9K | 3.1% |
| WPG Advisers, LLC | 352 | +268 | $23.2K | +$17.4K | 319.0% |
| BANK OF MONTREAL /CAN/ | 4,382 | +24 | $289.3K | -$15.7K | 0.6% |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 5,988 | +126 | $395.3K | -$14.9K | 2.1% |
| Root Financial Partners, LLC | 4,956 | +95 | $327.2K | -$13.0K | 1.9% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 10,039 | +384 | $662.8K | -$12.9K | 4.0% |
| Circumference Group LLC | 55,900 | +3,000 | $3.7M | -$11.4K | 5.7% |
| PNC Financial Services Group, Inc. | 5,583 | +178 | $368.6K | -$9.6K | 3.3% |
| ProShare Advisors LLC | 10,197 | +445 | $673.2K | -$9.2K | 4.6% |
| HB Wealth Management, LLC | 3,731 | +87 | $246.3K | -$8.7K | 2.4% |
| NATIONAL BANK OF CANADA /FI/ | 2,949 | +52 | $194.6K | -$8.0K | 1.8% |
| Kestra Advisory Services, LLC | 12,551 | +598 | $828.6K | -$7.9K | 5.0% |
| ASSETMARK, INC | 114 | +108 | $7.5K | +$7.1K | 1800.0% |
| MAI Capital Management | 216 | +111 | $14.3K | +$6.9K | 105.7% |
| Salomon & Ludwin, LLC | 247 | +110 | $16.2K | +$6.7K | 80.3% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 7,616 | +346 | $507.1K | -$6.3K | 4.8% |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 77,384 | +76,855 | $5.1K | +$5.1K | 14528.4% |
| Parallel Advisors, LLC | 124 | +79 | $8.2K | +$5.0K | 175.6% |
| Smartleaf Asset Management LLC | 2,917 | +72 | $195.1K | -$4.6K | 2.5% |
| LSV ASSET MANAGEMENT | 77,561 | +63,600 | $5.1K | +$4.1K | 455.6% |
| PRIVATE TRUST CO NA | 438 | +81 | $28.9K | +$3.9K | 22.7% |
| MJT & Associates Financial Advisory Group, Inc. | 126 | +63 | $8.3K | +$3.9K | 100.0% |
| WealthCollab, LLC | 145 | +58 | $9.6K | +$3.5K | 66.7% |
| BESSEMER GROUP INC | 46,394 | +45,888 | $3.1K | +$3.0K | 9068.8% |
| Thrivent Financial for Lutherans | 850,032 | +13,670 | $56.1K | -$2.4K | 1.6% |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 1,164 | +34 | $76.8K | -$2.2K | 3.0% |
| FIFTH THIRD BANCORP | 294 | +48 | $19.4K | +$2.2K | 19.5% |
| SIGNATUREFD, LLC | 469 | +9 | $31.0K | -$1.2K | 1.9% |
| MML INVESTORS SERVICES, LLC | 4,231 | +224 | $279.3K | -$1.1K | 5.6% |
| True Wealth Design, LLC | 26 | +16 | $1.7K | +$1.0K | 160.0% |
| HARBOUR INVESTMENTS, INC. | 224 | +2 | $14.8K | -$780 | 0.9% |
| UMB Bank, n.a. | 551 | +42 | $36.4K | +$757 | 8.3% |
| Olstein Capital Management, L.P. | 76,950 | +11,950 | $5.1K | +$531 | 18.4% |
| JFS WEALTH ADVISORS, LLC | 58 | +9 | $3.8K | +$408 | 18.4% |
| SG Americas Securities, LLC | 16,796 | +5,085 | $1.1K | +$289 | 43.4% |
| Bay Harbor Wealth Management, LLC | 7 | +3 | $464 | +$185 | 75.0% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 134,682 | +5,673 | $8.9K | -$137 | 4.4% |
| Rossby Financial, LCC | 11 | +2 | $726 | +$100 | 22.2% |
| State of Alaska, Department of Revenue | 29,985 | +580 | $2.0K | -$78 | 2.0% |
| AMALGAMATED BANK | 15,208 | +52 | $1.0K | -$57 | 0.3% |
| Covestor Ltd | 3,236 | +285 | $214 | +$7 | 9.7% |
| Virtu Financial LLC | 4,799 | +343 | $317 | +$5 | 7.7% |
| HANTZ FINANCIAL SERVICES, INC. | 112 | +87 | $7 | +$5 | 348.0% |
| CX Institutional | 855 | +38 | $56 | -$1 | 4.7% |