13F QoQ Ownership Changes
LARK Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 5 new · 36 added · 17 reduced · 5 exited
New Positions(5)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| Sanctuary Advisors, LLC | 12,805 | +12,805 | $335.4K | +$335.4K | — |
| Keating Financial Advisory Services, Inc. | 667 | +667 | $17.5K | +$17.5K | — |
| IFP Advisors, Inc | 296 | +296 | $7.8K | +$7.8K | — |
| PNC Financial Services Group, Inc. | 64 | +64 | $1.7K | +$1.7K | — |
| Allworth Financial LP | 1 | +1 | $27 | +$27 | — |
Added To(36)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| BlackRock, Inc. | 248,248 | +47,164 | $6.5M | +$1.1M | 23.4% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 4,809 | +4,279 | $1.0M | +$986.8K | 807.4% |
| Trust Co | 60,871 | +32,839 | $1.6M | +$846.0K | 117.1% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 305,333 | +33,610 | $8.0M | +$744.4K | 12.4% |
| VANGUARD GROUP INC | 259,097 | +18,808 | $6.8M | +$372.4K | 7.8% |
| DEUTSCHE BANK AG\ | 6,801 | +5,387 | $178.1K | +$140.4K | 381.0% |
| DIMENSIONAL FUND ADVISORS LP | 192,617 | +8,708 | $5.0M | +$136.2K | 4.7% |
| GEODE CAPITAL MANAGEMENT, LLC | 112,529 | +6,335 | $2.9M | +$112.8K | 6.0% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 48,575 | +4,188 | $1.3M | +$87.5K | 9.4% |
| Empowered Funds, LLC | 21,372 | +2,895 | $559.7K | +$66.6K | 15.7% |
| STATE STREET CORP | 46,899 | +2,870 | $1.2M | +$53.2K | 6.5% |
| WELLS FARGO & COMPANY/MN | 5,346 | +1,865 | $140.0K | +$47.1K | 53.6% |
| BARCLAYS PLC | 8,234 | +1,804 | $217.7K | +$46.1K | 28.1% |
| Private Advisor Group, LLC | 16,230 | +1,856 | $425.1K | +$41.4K | 12.9% |
| De Lisle Partners LLP | 50,737 | +2,415 | $1.3M | +$36.1K | 5.0% |
| OneDigital Investment Advisors LLC | 25,691 | +1,690 | $672.9K | +$32.3K | 7.0% |
| MORGAN STANLEY | 5,585 | +775 | $146.3K | +$17.9K | 16.1% |
| FIRST MANHATTAN CO. LLC. | 20,475 | +975 | $536.2K | +$15.8K | 5.0% |
| Russell Investments Group, Ltd. | 856 | +480 | $22.4K | +$12.4K | 127.7% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 14,237 | +677 | $372.9K | +$11.0K | 5.0% |
| CGN Advisors LLC | 11,559 | +549 | $302.7K | +$8.9K | 5.0% |
| Creative Planning | 7,925 | +380 | $207.6K | +$6.2K | 5.0% |
| Bank of New York Mellon Corp | 13,943 | +380 | $365.2K | +$3.2K | 2.8% |
| NEW YORK STATE COMMON RETIREMENT FUND | 2,625 | +125 | $68.7K | +$2.0K | 5.0% |
| US BANCORP \DE\ | 2,351 | +112 | $61.6K | +$1.8K | 5.0% |
| FMR LLC | 59 | +54 | $1.6K | +$1.4K | 1080.0% |
| CITIGROUP INC | 108 | +55 | $2.8K | +$1.4K | 103.8% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 2,185 | +91 | $57.2K | +$1.3K | 4.3% |
| Police & Firemen's Retirement System of New Jersey | 1,097 | +52 | $28.7K | +$846 | 5.0% |
| Ameritas Investment Partners, Inc. | 487 | +23 | $12.8K | +$371 | 5.0% |
| BOKF, NA | 19,375 | +375 | $507.4K | +$321 | 2.0% |
| Legal & General Group Plc | 431 | +20 | $11.3K | +$318 | 4.9% |
| JONES FINANCIAL COMPANIES LLLP | 564 | +26 | $14.8K | +$250 | 4.8% |
| OSAIC HOLDINGS, INC. | 237 | +11 | $6.2K | +$203 | 4.9% |
| BNP PARIBAS FINANCIAL MARKETS | 1,120 | +17 | $29.3K | -$106 | 1.5% |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 292 | +9 | $7.7K | +$98 | 3.2% |
Reduced(17)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| KORNITZER CAPITAL MANAGEMENT INC /KS | 117,221 | -2,037 | $3.1M | -$113.0K | -1.7% |
| UBS Group AG | 8,131 | -3,004 | $213.0K | -$84.2K | -27.0% |
| BANK OF AMERICA CORP /DE/ | 8,477 | -1,764 | $222.0K | -$51.3K | -17.2% |
| CITADEL ADVISORS LLC | 13,811 | -1,500 | $361.7K | -$46.9K | -9.8% |
| JPMORGAN CHASE & CO | 2,356 | -1,408 | $61.7K | -$38.8K | -37.4% |
| NORTHERN TRUST CORP | 42,318 | -531 | $1.1M | -$35.3K | -1.2% |
| RENAISSANCE TECHNOLOGIES LLC | 68,453 | -1 | $1.8M | -$34.3K | 0.0% |
| RHUMBLINE ADVISERS | 3,845 | -576 | $100.8K | -$17.2K | -13.0% |
| Royal Bank of Canada | 143 | -268 | $4.0K | -$7.0K | -65.2% |
| Tower Research Capital LLC (TRC) | 376 | -103 | $9.8K | -$2.9K | -21.5% |
| Sterling Capital Management LLC | 275 | -38 | $7.2K | -$1.2K | -12.1% |
| EverSource Wealth Advisors, LLC | 3 | -1 | $79 | -$28 | -25.0% |
| Farther Finance Advisors, LLC | 40 | 0 | $1.0K | -$20 | 0.0% |
| SBI Securities Co., Ltd. | 20 | 0 | $524 | -$10 | 0.0% |
| Covestor Ltd | 5 | -1 | $0 | $0 | -16.7% |
| AMALGAMATED BANK | 150 | -5 | $4 | $0 | -3.2% |
| CWM, LLC | 38 | -14 | $1 | $0 | -26.9% |
Sold Out(5)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0 | -11,454 | $0 | -$305.7K | — |
| MILLENNIUM MANAGEMENT LLC | 0 | -9,607 | $0 | -$256.4K | — |
| CoreFirst Bank & Trust | 0 | -151 | $0 | -$4.0K | — |
| Arax Advisory Partners | 0 | -15 | $0 | -$401 | — |
| True Wealth Design, LLC | 0 | -1 | $0 | -$27 | — |