13F QoQ Ownership Changes
KRMN Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 99 new · 101 added · 86 reduced · 46 exited
New Positions(99)
Added To(101)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| VANGUARD GROUP INC | 9,342,230 | +5,621,556 | $683.6M | +$414.9M | 151.1% |
| BlackRock, Inc. | 4,454,515 | +1,238,779 | $325.9M | +$93.8M | 38.5% |
| FIRST TRUST ADVISORS LP | 2,798,122 | +922,925 | $204.7M | +$69.3M | 49.2% |
| Invesco Ltd. | 4,088,649 | +877,462 | $299.2M | +$67.3M | 27.3% |
| STATE STREET CORP | 3,326,430 | +862,089 | $243.4M | +$65.5M | 35.0% |
| Hood River Capital Management LLC | 1,293,435 | +605,230 | $94.6M | +$45.0M | 87.9% |
| FEDERATED HERMES, INC. | 602,239 | +573,782 | $44.1M | +$42.0M | 2016.3% |
| UBS Group AG | 926,976 | +471,894 | $67.8M | +$35.0M | 103.7% |
| JANE STREET GROUP, LLC | 798,500 | +439,659 | $58.4M | +$32.5M | 122.5% |
| AMERIPRISE FINANCIAL INC | 625,570 | +316,430 | $45.8M | +$23.5M | 102.3% |
| DEUTSCHE BANK AG\ | 264,685 | +261,427 | $19.4M | +$19.1M | 8024.1% |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | 420,244 | +171,233 | $30.7M | +$15.3M | 68.8% |
| FRANKLIN RESOURCES INC | 1,225,625 | +192,101 | $89.7M | +$15.1M | 18.6% |
| Bank of New York Mellon Corp | 1,495,619 | +184,099 | $109.4M | +$14.7M | 14.0% |
| GEODE CAPITAL MANAGEMENT, LLC | 1,156,163 | +174,561 | $84.6M | +$13.7M | 17.8% |
| RAYMOND JAMES FINANCIAL INC | 606,030 | +149,043 | $44.8M | +$11.8M | 32.6% |
| JENNISON ASSOCIATES LLC | 871,147 | +143,812 | $63.7M | +$11.2M | 19.8% |
| StepStone Group LP | 877,320 | +584,892 | $12.4M | -$8.7M | 200.0% |
| FMR LLC | 5,851,345 | +28,207 | $428.1M | +$7.7M | 0.5% |
| Carnegie Investment Counsel | 345,030 | +95,723 | $25.2M | +$7.2M | 38.4% |
| NEXT CENTURY GROWTH INVESTORS LLC | 232,320 | +95,185 | $17.0M | +$7.1M | 69.4% |
| TimesSquare Capital Management, LLC | 1,602,008 | +55,103 | $117.2M | +$5.5M | 3.6% |
| OSAIC HOLDINGS, INC. | 72,463 | +65,419 | $5.3M | +$4.9M | 928.7% |
| WELLS FARGO & COMPANY/MN | 112,986 | +64,879 | $8.3M | +$4.8M | 134.9% |
| Voya Investment Management LLC | 508,617 | +57,948 | $37.2M | +$4.7M | 12.8% |
| Nuveen, LLC | 102,835 | +58,446 | $7.5M | +$4.3M | 131.7% |
| NORTHERN TRUST CORP | 275,792 | +50,684 | $20.2M | +$3.9M | 22.5% |
| ENVESTNET ASSET MANAGEMENT INC | 65,281 | +46,867 | $4.8M | +$3.4M | 254.5% |
| Focus Partners Wealth | 208,461 | +41,481 | $15.1M | +$3.0M | 24.8% |
| M & L Capital Management Ltd | 46,729 | +31,929 | $3.4M | +$2.4M | 215.7% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 365,396 | +20,681 | $26.7M | +$1.8M | 6.0% |
| SEI INVESTMENTS CO | 112,745 | +17,580 | $8.2M | +$1.4M | 18.5% |
| Vestmark Advisory Solutions, Inc. | 21,781 | +17,578 | $1.6M | +$1.3M | 418.2% |
| NEW YORK STATE COMMON RETIREMENT FUND | 57,759 | +17,048 | $4.2M | +$1.3M | 41.9% |
| STATE OF WISCONSIN INVESTMENT BOARD | 38,948 | +15,638 | $2.8M | +$1.2M | 67.1% |
| RHUMBLINE ADVISERS | 46,604 | +13,520 | $3.4M | +$1.0M | 40.9% |
| Moody Aldrich Partners LLC | 96,643 | +12,581 | $7.1M | +$1.0M | 15.0% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 498,361 | +6,539 | $36.5M | +$955.5K | 1.3% |
| LBP AM SA | 50,492 | +11,233 | $3.7M | +$860.0K | 28.6% |
| CITADEL ADVISORS LLC | 245,191 | +7,477 | $17.9M | +$777.7K | 3.1% |
| Police & Firemen's Retirement System of New Jersey | 21,475 | +9,407 | $1.6M | +$700.0K | 77.9% |
| GROUP ONE TRADING LLC | 13,667 | +9,242 | $1.0M | +$680.5K | 208.8% |
| STIFEL FINANCIAL CORP | 25,337 | +7,565 | $1.9M | +$570.8K | 42.6% |
| Clearbridge Investments, LLC | 478,088 | +1,231 | $35.0M | +$552.6K | 0.3% |
| Quantinno Capital Management LP | 14,638 | +7,238 | $1.1M | +$536.8K | 97.8% |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 15,301 | +7,030 | $1.1M | +$522.4K | 85.0% |
| Federation des caisses Desjardins du Quebec | 6,242 | +6,092 | $456.7K | +$445.9K | 4061.3% |
| BLAIR WILLIAM & CO/IL | 36,887 | +5,605 | $2.7M | +$440.5K | 17.9% |
| Summit Trail Advisors, LLC | 8,717 | +5,777 | $637.8K | +$425.6K | 196.5% |
| Russell Investments Group, Ltd. | 53,681 | +4,613 | $3.9M | +$385.2K | 9.4% |
| LPL Financial LLC | 24,364 | +4,824 | $1.8M | +$371.9K | 24.7% |
| Legato Capital Management LLC | 18,445 | +4,400 | $1.3M | +$335.6K | 31.3% |
| XPONANCE, INC. | 7,656 | +3,844 | $560.2K | +$285.0K | 100.8% |
| US BANCORP \DE\ | 6,579 | +3,779 | $481.4K | +$279.2K | 135.0% |
| SAPIENT CAPITAL LLC | 30,580 | +2,408 | $2.3M | +$271.8K | 8.5% |
| Quent Capital, LLC | 3,527 | +3,500 | $258.1K | +$256.1K | 12963.0% |
| Swiss National Bank | 104,400 | +1,900 | $7.6M | +$238.4K | 1.9% |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 49,508 | +1,617 | $3.6M | +$164.8K | 3.4% |
| KING LUTHER CAPITAL MANAGEMENT CORP | 92,355 | +909 | $6.8M | +$155.2K | 1.0% |
| HARBOUR INVESTMENTS, INC. | 1,844 | +1,842 | $134.9K | +$134.8K | 92100.0% |
| DIMENSIONAL FUND ADVISORS LP | 26,157 | +1,441 | $1.9M | +$129.4K | 5.8% |
| VAN ECK ASSOCIATES CORP | 2,867,379 | +1,594,518 | $209.8K | +$117.9K | 125.3% |
| MetLife Investment Management, LLC | 3,283 | +1,588 | $240.2K | +$117.8K | 93.7% |
| Aigen Investment Management, LP | 4,199 | +1,390 | $307.2K | +$104.4K | 49.5% |
| SBI Securities Co., Ltd. | 2,735 | +1,324 | $200.1K | +$98.2K | 93.8% |
| Huntleigh Advisors, Inc. | 35,034 | +878 | $2.6M | +$97.4K | 2.6% |
| J. Safra Sarasin Holding AG | 4,741 | +1,202 | $346.9K | +$91.4K | 34.0% |
| RiverPark Advisors, LLC | 2,839 | +1,138 | $207.7K | +$84.9K | 66.9% |
| Orion Porfolio Solutions, LLC | 5,995 | +922 | $438.7K | +$72.4K | 18.2% |
| Tower Research Capital LLC (TRC) | 2,130 | +861 | $155.9K | +$64.2K | 67.8% |
| Pictet Asset Management Holding SA | 7,893 | +742 | $577.5K | +$61.2K | 10.4% |
| CAPTRUST FINANCIAL ADVISORS | 14,111 | +611 | $1.0M | +$57.8K | 4.5% |
| STRS OHIO | 1,218 | +585 | $89.1K | +$43.4K | 92.4% |
| FIL Ltd | 26,072 | +155 | $1.9M | +$36.5K | 0.6% |
| ELEVATION POINT WEALTH PARTNERS, LLC | 4,602 | +399 | $336.7K | +$33.3K | 9.5% |
| KLP KAPITALFORVALTNING AS | 11,300 | +300 | $826.8K | +$32.6K | 2.7% |
| EDMOND DE ROTHSCHILD HOLDING S.A. | 11,310 | +210 | $827.6K | +$26.1K | 1.9% |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | 4,050 | +300 | $296.3K | +$25.6K | 8.0% |
| EverSource Wealth Advisors, LLC | 386 | +347 | $28.2K | +$25.4K | 889.7% |
| Sterling Capital Management LLC | 364 | +324 | $26.6K | +$23.7K | 810.0% |
| JONES FINANCIAL COMPANIES LLLP | 959 | +232 | $70.2K | +$20.4K | 31.9% |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 201,736 | +201,136 | $14.8K | +$14.7K | 33522.7% |
| GAMMA Investing LLC | 373 | +170 | $27.3K | +$12.6K | 83.7% |
| Daiwa Securities Group Inc. | 309,629 | +132,273 | $22.7K | +$9.9K | 74.6% |
| MassMutual Private Wealth & Trust, FSB | 266 | +119 | $19.5K | +$8.8K | 81.0% |
| Rakuten Securities, Inc. | 487 | +108 | $35.6K | +$8.3K | 28.5% |
| MCF Advisors LLC | 238 | +97 | $17.4K | +$7.2K | 68.8% |
| LORD, ABBETT & CO. LLC | 723,232 | +82,150 | $52.9K | +$6.6K | 12.8% |
| SIGNATUREFD, LLC | 101 | +88 | $7.4K | +$6.5K | 676.9% |
| Farther Finance Advisors, LLC | 530 | +75 | $38.8K | +$5.9K | 16.5% |
| Parallel Advisors, LLC | 246 | +62 | $18.0K | +$4.7K | 33.7% |
| SG Americas Securities, LLC | 43,751 | +37,114 | $3.2K | +$2.7K | 559.2% |
| Penserra Capital Management LLC | 22,942 | +12,421 | $1.7K | +$918 | 118.0% |
| Treasurer of the State of North Carolina | 21,301 | +9,402 | $1.6K | +$700 | 79.0% |
| Lido Advisors, LLC | 3,185 | +7 | $230.0K | +$512 | 0.2% |
| Larson Financial Group LLC | 97 | +4 | $7.1K | +$382 | 4.3% |
| Clearstead Advisors, LLC | 4 | +2 | $293 | +$148 | 100.0% |
| AMALGAMATED BANK | 4,120 | +1,937 | $301 | +$143 | 88.7% |
| ROTHSCHILD INVESTMENT LLC | 2 | +1 | $146 | +$74 | 100.0% |
| BESSEMER GROUP INC | 2,515 | +55 | $184 | +$6 | 2.2% |
| CWM, LLC | 86 | +28 | $6 | +$2 | 48.3% |
Reduced(86)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| WESTFIELD CAPITAL MANAGEMENT CO LP | 836,981 | -588,595 | $61.2M | -$41.7M | -41.3% |
| BAMCO INC /NY/ | 1,914,221 | -457,011 | $140.1M | -$31.1M | -19.3% |
| ALLIANCEBERNSTEIN L.P. | 903,117 | -442,556 | $66.1M | -$31.1M | -32.9% |
| Walleye Capital LLC | 34,672 | -361,712 | $2.5M | -$26.1M | -91.3% |
| SOROS FUND MANAGEMENT LLC | 9,543 | -354,737 | $698.3K | -$25.6M | -97.4% |
| BANK OF AMERICA CORP /DE/ | 205,370 | -327,192 | $15.0M | -$23.4M | -61.4% |
| Capital World Investors | 2,037,947 | -315,333 | $149.1M | -$20.8M | -13.4% |
| Capital International Investors | 540,186 | -250,421 | $39.5M | -$17.6M | -31.7% |
| Jain Global LLC | 37,584 | -227,046 | $2.8M | -$16.4M | -85.8% |
| TWO SIGMA INVESTMENTS, LP | 85,323 | -196,561 | $6.2M | -$14.1M | -69.7% |
| JPMORGAN CHASE & CO | 863,879 | -193,420 | $63.2M | -$13.1M | -18.3% |
| Driehaus Capital Management LLC | 1,355,169 | -198,479 | $99.2M | -$13.0M | -12.8% |
| Select Equity Group, L.P. | 65,096 | -152,362 | $4.8M | -$10.9M | -70.1% |
| ROYCE & ASSOCIATES LP | 27,075 | -130,686 | $2.0M | -$9.4M | -82.8% |
| WCM INVESTMENT MANAGEMENT, LLC | 229,297 | -118,406 | $17.1M | -$7.7M | -34.0% |
| LOOMIS SAYLES & CO L P | 335,313 | -105,676 | $24.5M | -$7.3M | -24.0% |
| Verition Fund Management LLC | 163,954 | -94,198 | $12.0M | -$6.6M | -36.5% |
| Quantbot Technologies LP | 1,211 | -74,703 | $88.6K | -$5.4M | -98.4% |
| Concentric Capital Strategies, LP | 30,369 | -64,889 | $2.2M | -$4.7M | -68.1% |
| Lexington Partners L.P. | 4,430,213 | 0 | $324.2M | +$4.3M | 0.0% |
| VICTORY CAPITAL MANAGEMENT INC | 48,291 | -58,357 | $3.5M | -$4.2M | -54.7% |
| GOLDMAN SACHS GROUP INC | 253,265 | -54,163 | $18.5M | -$3.7M | -17.6% |
| Stephens Investment Management Group LLC | 1,269,076 | -67,448 | $92.9M | -$3.6M | -5.0% |
| DONALDSON CAPITAL MANAGEMENT, LLC | 3,501,433 | 0 | $256.2M | +$3.4M | 0.0% |
| GCM Grosvenor Holdings, LLC | 3,319,366 | 0 | $242.9M | +$3.2M | 0.0% |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 120,709 | -45,648 | $8.8M | -$3.2M | -27.4% |
| SCOPUS ASSET MANAGEMENT, L.P. | 21,563 | -38,437 | $1.6M | -$2.8M | -64.1% |
| MORGAN STANLEY | 471,161 | -34,512 | $34.5M | -$2.0M | -6.8% |
| BNP PARIBAS FINANCIAL MARKETS | 52,164 | -28,566 | $3.8M | -$2.0M | -35.4% |
| Schusterman Interests, LLC | 2,050,196 | 0 | $150.0M | +$2.0M | 0.0% |
| Informed Momentum Co LLC | 35,104 | -27,983 | $2.6M | -$1.9M | -44.4% |
| UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC | 84,160 | -26,530 | $6.2M | -$1.8M | -24.0% |
| Oak Thistle LLC | 5,658 | -18,880 | $414.0K | -$1.4M | -76.9% |
| PRUDENTIAL FINANCIAL INC | 1,368,447 | -900 | $100.1M | +$1.3M | -0.1% |
| COMERICA BANK | 66,086 | -16,310 | $4.8M | -$1.1M | -19.8% |
| B. Metzler seel. Sohn & Co. AG | 34,088 | -15,551 | $2.5M | -$1.1M | -31.3% |
| Lisanti Capital Growth, LLC | 67,369 | -14,525 | $4.9M | -$983.4K | -17.7% |
| ROBERT WOOD JOHNSON FOUNDATION | 976,284 | 0 | $71.4M | +$947.0K | 0.0% |
| Cinctive Capital Management LP | 15,405 | -13,247 | $1.1M | -$941.5K | -46.2% |
| Bank Julius Baer & Co. Ltd, Zurich | 123,097 | -13,552 | $9.1M | -$754.6K | -9.9% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 93,800 | -11,657 | $6.9M | -$750.6K | -11.1% |
| Amundi | 354,163 | -5,010 | $25.9M | -$743.7K | -1.4% |
| TD Asset Management Inc | 27,094 | -8,854 | $2.0M | -$613.0K | -24.6% |
| Royal Bank of Canada | 85,879 | -50,985 | $6.3M | -$597.0K | -37.3% |
| CITIGROUP INC | 84,753 | -5,843 | $6.2M | -$339.7K | -6.4% |
| SEVEN GRAND MANAGERS, LLC | 350,000 | 0 | $25.6M | +$339.5K | 0.0% |
| BARCLAYS PLC | 12,691 | -273 | $639.2K | -$296.8K | -2.1% |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 19,500 | -4,000 | $1.4M | -$269.9K | -17.0% |
| State of New Jersey Common Pension Fund D | 36,588 | -4,137 | $2.7M | -$263.2K | -10.2% |
| Burkehill Global Management, LP | 225,000 | 0 | $16.5M | +$218.3K | 0.0% |
| Ghisallo Capital Management LLC | 225,000 | 0 | $16.5M | +$218.3K | 0.0% |
| PNC Financial Services Group, Inc. | 7,578 | -2,814 | $554.5K | -$195.8K | -27.1% |
| LMR Partners LLP | 201,022 | 0 | $14.7M | +$195.0K | 0.0% |
| GAM Holding AG | 14,548 | -2,768 | $1.1M | -$185.7K | -16.0% |
| Sandia Investment Management LP | 2,500 | -2,500 | $182.9K | -$178.1K | -50.0% |
| Woodline Partners LP | 170,779 | 0 | $12.5M | +$165.7K | 0.0% |
| Ranger Investment Management, L.P. | 263,754 | -1,406 | $19.3M | +$154.3K | -0.5% |
| Rockefeller Capital Management L.P. | 130 | -1,995 | $9.5K | -$143.9K | -93.9% |
| Legal & General Group Plc | 62,576 | -2,693 | $4.6M | -$133.7K | -4.1% |
| FRED ALGER MANAGEMENT, LLC | 153,731 | -857 | $11.2M | +$87.2K | -0.6% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 31,685 | -1,414 | $2.3M | -$71.4K | -4.3% |
| Alamea Verwaltungs GmbH | 2,461 | -1,924 | $255.5K | -$61.1K | -43.9% |
| Rafferty Asset Management, LLC | 17,643 | -973 | $1.3M | -$53.1K | -5.2% |
| Delphi Financial Group, Inc. | 54,645 | 0 | $4.0M | +$53.0K | 0.0% |
| Arizona State Retirement System | 14,814 | -831 | $1.1M | -$45.6K | -5.3% |
| Global Retirement Partners, LLC | 70 | -570 | $5.1K | -$41.1K | -89.1% |
| NewEdge Advisors, LLC | 1,281 | -484 | $93.7K | -$33.7K | -27.4% |
| KEYBANK NATIONAL ASSOCIATION/OH | 4,386 | -522 | $320.9K | -$33.4K | -10.6% |
| T. Rowe Price Investment Management, Inc. | 825,788 | -471,035 | $60.4K | -$33.2K | -36.3% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 1,887,736 | -313,580 | $138.1K | -$20.8K | -14.2% |
| JANUS HENDERSON GROUP PLC | 22,700 | 0 | $1.7M | +$20.2K | 0.0% |
| WPG Advisers, LLC | 22 | -171 | $1.6K | -$12.3K | -88.6% |
| Arax Advisory Partners | 52 | -96 | $3.8K | -$6.9K | -64.9% |
| CONNABLE OFFICE INC | 3,887 | 0 | $284.4K | +$3.8K | 0.0% |
| Quarry LP | 1,703 | -75 | $124.6K | -$3.8K | -4.2% |
| HOLLENCREST CAPITAL MANAGEMENT | 4,750 | -36 | $347.6K | +$2.0K | -0.8% |
| ORG Wealth Partners, LLC | 1,605 | 0 | $117.4K | +$1.6K | 0.0% |
| Independent Advisor Alliance | 3,000 | -60 | $219.5K | -$1.4K | -2.0% |
| HARBOR CAPITAL ADVISORS, INC. | 14,923 | -10,796 | $1.1K | -$765 | -42.0% |
| FIRST HORIZON CORP | 250 | 0 | $18.3K | +$243 | 0.0% |
| TD PRIVATE CLIENT WEALTH LLC | 55 | 0 | $4.0K | +$53 | 0.0% |
| Physician Wealth Advisors, Inc. | 23 | 0 | $1.7K | +$22 | 0.0% |
| Stone House Investment Management, LLC | 20 | 0 | $1.5K | +$19 | 0.0% |
| Fortitude Family Office, LLC | 20 | 0 | $1.5K | +$19 | 0.0% |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 5,552 | 0 | $406 | +$5 | 0.0% |
| Covestor Ltd | 242 | -2 | $18 | $0 | -0.8% |