New Positions
6 managers initiated
Top five by reported value
Kandi Technologies Group, Inc. NMS:KNDI
Institutional holders, quarter-over-quarter share deltas, and new and closed positions disclosed in Form 13F. Period 2025-12-31 · prior 2025-09-30.
6 new7 added21 reduced9 exited
Total Institutional Holders
34
as of 2025-12-31
Top Holder
SUSQUEHANNA INTERNATIONAL GROUP, LLP
$190.5K
Largest QoQ Increase
CITADEL ADVISORS LLC
+40,819 sh
Largest QoQ Decrease
SIMPLEX TRADING, LLC
-77,597 sh
New Positions(6)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| IFP Advisors, Inc | 10,000 | +10,000 | $10.0K | +$10.0K | — |
| Legacy Wealth Managment, LLC/ID | 6,624 | +6,624 | $5.2K | +$5.2K | — |
| BlackRock, Inc. | 2,975 | +2,975 | $2.3K | +$2.3K | — |
| SageView Advisory Group, LLC | 575 | +575 | $453 | +$453 | — |
| Farther Finance Advisors, LLC | 129 | +129 | $102 | +$102 | — |
| Root Financial Partners, LLC | 14 | +14 | $11 | +$11 | — |
Added To(7)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| RENAISSANCE TECHNOLOGIES LLC | 145,840 | +12,740 | $114.8K | -$46.2K | 9.6% |
| CITADEL ADVISORS LLC | 168,606 | +40,819 | $132.8K | -$21.8K | 31.9% |
| Impact Partnership Wealth, LLC | 25,737 | +2 | $20.3K | -$10.9K | 0.0% |
| Squarepoint Ops LLC | 35,184 | +4,709 | $27.7K | -$9.2K | 15.4% |
| STATE STREET CORP | 11,199 | +284 | $8.8K | -$4.4K | 2.6% |
| WELLS FARGO & COMPANY/MN | 56 | +55 | $44 | +$43 | 5500.0% |
| BANK OF AMERICA CORP /DE/ | 450 | +150 | $354 | -$9 | 50.0% |
Reduced(21)
Sold Out(9)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| Quinn Opportunity Partners LLC | 0 | -66,200 | $0 | -$80.1K | — |
| Lee Financial Co | 0 | -20,001 | $0 | -$24.2K | — |
| JANE STREET GROUP, LLC | 0 | -19,900 | $0 | -$24.1K | — |
| Headlands Technologies LLC | 0 | -17,308 | $0 | -$20.9K | — |
| TruNorth Capital Management, LLC | 0 | -2,923 | $0 | -$3.5K | — |
| Asset Dedication, LLC | 0 | -2,000 | $0 | -$2.4K | — |
| JONES FINANCIAL COMPANIES LLLP | 0 | -500 | $0 | -$595 | — |
| Wealthspire Advisors, LLC | 0 | -100 | $0 | -$121 | — |
| SIMPLEX TRADING, LLC | 0 | -77,597 | $0 | -$93 | — |
Top Holders by reported value
Ranked by the dollar value reported on the latest Form 13F. Share counts reflect long positions as of 2025-12-31.
| Manager | Shares | $ Value | Δ Shares | QoQ % |
|---|---|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 241,954 | $190.5K | -56,765 | -19.0% |
| CITADEL ADVISORS LLC | 168,606 | $132.8K | +40,819 | 31.9% |
| RENAISSANCE TECHNOLOGIES LLC | 145,840 | $114.8K | +12,740 | 9.6% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 99,312 | $78.2K | 0 | 0.0% |
| Empowered Funds, LLC | 99,312 | $78.2K | 0 | 0.0% |
| UBS Group AG | 76,815 | $60.5K | -58 | -0.1% |
| GEODE CAPITAL MANAGEMENT, LLC | 49,661 | $39.1K | 0 | 0.0% |
| Squarepoint Ops LLC | 35,184 | $27.7K | +4,709 | 15.4% |
| XTX Topco Ltd | 32,385 | $25.5K | -329 | -1.0% |
| Impact Partnership Wealth, LLC | 25,737 | $20.3K | +2 | 0.0% |
| AZZAD ASSET MANAGEMENT INC /ADV | 15,997 | $12.6K | -3,000 | -15.8% |
| GROUP ONE TRADING, L.P. | 14,623 | $11.5K | -12,889 | -46.8% |
| Beacon Harbor Wealth Advisors, Inc. | 13,750 | $10.8K | -50 | -0.4% |
| IFP Advisors, Inc | 10,000 | $10.0K | +10,000 | — |
| STATE STREET CORP | 11,199 | $8.8K | +284 | 2.6% |
| GOLDMAN SACHS GROUP INC | 10,934 | $8.6K | -24,162 | -68.8% |
| Steel Peak Wealth Management LLC | 10,000 | $7.9K | 0 | 0.0% |
| MORGAN STANLEY | 9,878 | $7.8K | -39,960 | -80.2% |
| Legacy Wealth Managment, LLC/ID | 6,624 | $5.2K | +6,624 | — |
| Tradewinds Capital Management, LLC | 3,000 | $2.4K | 0 | 0.0% |
New & Closed Positions this quarter
Closed Positions
9 managers exited
Top five by prior-quarter value
Methodology
Form 13F is the SEC's quarterly disclosure for institutional investment managers exercising discretion over $100 million or more in qualifying U.S. equity securities. Managers must file within 45 days of each calendar quarter end, which is why holdings shown here reflect a snapshot at the period date — not real-time positioning.
Quarter-over-quarter deltas compare each manager's most recently reported share count for KNDI against its prior-quarter count. New positions are entries where the prior count was zero; closed positions are entries where the current count is zero. Amendments (13F-HR/A) replace prior filings for the same period.
Source: SEC EDGAR Form 13F (XML information tables). Dollar values are as reported by the manager and may use mid-quarter pricing conventions. CUSIP-to-ticker resolution is best-effort.