13F QoQ Ownership Changes
KRT Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 26 new · 49 added · 45 reduced · 28 exited
New Positions(26)
Added To(49)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| Polar Asset Management Partners Inc. | 314,100 | +114,204 | $7.1M | +$2.0M | 57.1% |
| BlackRock, Inc. | 570,310 | +14,691 | $12.9M | -$1.1M | 2.6% |
| AQR CAPITAL MANAGEMENT LLC | 105,497 | +53,512 | $2.4M | +$1.1M | 102.9% |
| Trexquant Investment LP | 84,614 | +40,043 | $1.9M | +$786.1K | 89.8% |
| VANGUARD GROUP INC | 511,440 | +33,990 | $11.5M | -$493.3K | 7.1% |
| AMERICAN CENTURY COMPANIES INC | 270,838 | +11,847 | $6.1M | -$416.3K | 4.6% |
| TWO SIGMA INVESTMENTS, LP | 131,732 | +30,080 | $3.0M | +$410.5K | 29.6% |
| GEODE CAPITAL MANAGEMENT, LLC | 209,242 | +9,345 | $4.7M | -$317.0K | 4.7% |
| Russell Investments Group, Ltd. | 189,158 | +9,147 | $4.3M | -$268.8K | 5.1% |
| GOLDMAN SACHS GROUP INC | 56,432 | +16,169 | $1.3M | +$258.6K | 40.1% |
| JPMORGAN CHASE & CO | 50,185 | +14,347 | $1.1M | +$229.2K | 40.0% |
| Bank of New York Mellon Corp | 158,306 | +10,769 | $3.6M | -$146.4K | 7.3% |
| BARCLAYS PLC | 42,411 | +747 | $1.2M | +$143.9K | 1.8% |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 62,615 | +1,100 | $1.4M | -$137.6K | 1.8% |
| CITADEL ADVISORS LLC | 42,604 | +9,577 | $961.6K | +$129.0K | 29.0% |
| STATE STREET CORP | 141,456 | +10,243 | $3.2M | -$115.2K | 7.8% |
| WELLS FARGO & COMPANY/MN | 13,233 | +5,616 | $298.7K | +$106.7K | 73.7% |
| DIMENSIONAL FUND ADVISORS LP | 201,111 | +24,151 | $4.5M | +$79.3K | 13.6% |
| VICTORY CAPITAL MANAGEMENT INC | 20,854 | +5,209 | $470.7K | +$76.3K | 33.3% |
| CITIGROUP INC | 3,761 | +3,358 | $84.9K | +$74.7K | 833.3% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 24,348 | +5 | $549.5K | -$64.2K | 0.0% |
| FIRST TRUST ADVISORS LP | 27,345 | +508 | $617.2K | -$59.4K | 1.9% |
| MORGAN STANLEY | 63,550 | +8,996 | $1.4M | +$59.0K | 16.5% |
| STIFEL FINANCIAL CORP | 22,798 | +398 | $514.6K | -$50.1K | 1.8% |
| DEUTSCHE BANK AG\ | 3,861 | +2,271 | $87.1K | +$47.1K | 142.8% |
| TWO SIGMA ADVISERS, LP | 81,400 | +6,700 | $1.8M | -$46.0K | 9.0% |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 100,751 | +8,895 | $2.3M | -$41.7K | 9.7% |
| Perritt Capital Management Inc | 13,000 | +3,000 | $293.4K | +$41.3K | 30.0% |
| BANK OF AMERICA CORP /DE/ | 15,197 | +3,191 | $343.0K | +$40.3K | 26.6% |
| DAVENPORT & Co LLC | 13,825 | +2,725 | $312.0K | +$32.2K | 24.5% |
| Boston Partners | 159,830 | +17,663 | $3.6M | +$23.3K | 12.4% |
| Clearstead Advisors, LLC | 1,493 | +976 | $33.7K | +$20.7K | 188.8% |
| Brevan Howard Capital Management LP | 17,879 | +1,158 | $403.5K | -$18.0K | 6.9% |
| Polymer Capital Management (US) LLC | 14,421 | +1,918 | $325.5K | +$10.3K | 15.3% |
| Engineers Gate Manager LP | 27,167 | +3,170 | $613.2K | +$8.2K | 13.2% |
| Inspire Investing, LLC | 20,784 | +2,496 | $469.1K | +$8.1K | 13.6% |
| FMR LLC | 776 | +19 | $17.5K | -$1.6K | 2.5% |
| EverSource Wealth Advisors, LLC | 67 | +59 | $1.5K | +$1.3K | 737.5% |
| Tower Research Capital LLC (TRC) | 568 | +100 | $12.8K | +$1.0K | 21.4% |
| Harel Insurance Investments & Financial Services Ltd. | 107,730 | +50,178 | $2.4K | +$984 | 87.2% |
| Sterling Capital Management LLC | 56 | +35 | $1.3K | +$735 | 166.7% |
| HRT FINANCIAL LP | 41,142 | +31,206 | $928 | +$678 | 314.1% |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 529 | +32 | $11.9K | -$589 | 6.4% |
| SBI Securities Co., Ltd. | 20 | +18 | $451 | +$401 | 900.0% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 112,795 | +8,101 | $2.5K | -$93 | 7.7% |
| GSA CAPITAL PARTNERS LLP | 18,989 | +3,740 | $429 | +$45 | 24.5% |
| True Wealth Design, LLC | 23 | +1 | $520 | -$35 | 4.5% |
| CWM, LLC | 2,651 | +1,010 | $60 | +$19 | 61.5% |
| AMALGAMATED BANK | 270 | +32 | $6 | $0 | 13.4% |