13F QoQ Ownership Changes
LEA Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 93 new · 136 added · 204 reduced · 73 exited
New Positions(93)
Added To(136)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| DIMENSIONAL FUND ADVISORS LP | 2,835,802 | +51,692 | $325.0M | +$44.9M | 1.9% |
| NORGES BANK | 715,670 | +368,006 | $82.0M | +$44.1M | 105.8% |
| Caisse de depot et placement du Quebec | 713,881 | +306,528 | $81.8M | +$40.8M | 75.2% |
| AMERICAN CENTURY COMPANIES INC | 1,724,659 | +155,318 | $197.6M | +$39.8M | 9.9% |
| FMR LLC | 2,113,032 | +37,304 | $242.2M | +$33.3M | 1.8% |
| AQR CAPITAL MANAGEMENT LLC | 789,745 | +200,617 | $90.5M | +$31.2M | 34.0% |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 1,830,466 | +5,409 | $212.9M | +$30.2M | 0.3% |
| Pacer Advisors, Inc. | 258,063 | +242,632 | $29.6M | +$28.0M | 1572.4% |
| UBS Group AG | 464,439 | +186,809 | $53.2M | +$25.3M | 67.3% |
| AMERIPRISE FINANCIAL INC | 302,133 | +153,868 | $34.6M | +$19.7M | 103.8% |
| MILLENNIUM MANAGEMENT LLC | 155,424 | +151,856 | $17.8M | +$17.5M | 4256.1% |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 791,293 | +57,206 | $90.7M | +$16.8M | 7.8% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 515,175 | +73,068 | $59.0M | +$14.6M | 16.5% |
| ONTARIO TEACHERS PENSION PLAN BOARD | 123,105 | +112,696 | $14.7M | +$13.6M | 1082.7% |
| Invesco Ltd. | 408,600 | +71,406 | $46.8M | +$12.9M | 21.2% |
| Oldfield Partners LLP | 644,286 | +33,313 | $73.8M | +$12.4M | 5.5% |
| RWC Asset Management LLP | 589,753 | +19,705 | $67.6M | +$10.2M | 3.5% |
| ALLIANCEBERNSTEIN L.P. | 163,213 | +68,119 | $18.7M | +$9.1M | 71.6% |
| Gotham Asset Management, LLC | 171,704 | +60,774 | $19.7M | +$8.5M | 54.8% |
| FIRST TRUST ADVISORS LP | 505,223 | +8,870 | $57.9M | +$8.0M | 1.8% |
| VICTORY CAPITAL MANAGEMENT INC | 183,035 | +40,602 | $21.0M | +$6.6M | 28.5% |
| NEUBERGER BERMAN GROUP LLC | 406,908 | +372 | $46.7M | +$5.8M | 0.1% |
| MEEDER ASSET MANAGEMENT INC | 59,288 | +38,912 | $6.8M | +$4.7M | 191.0% |
| Paradice Investment Management LLC | 321,631 | +766 | $36.9M | +$4.6M | 0.2% |
| JPMORGAN CHASE & CO | 140,545 | +21,850 | $16.1M | +$4.2M | 18.4% |
| BNP PARIBAS FINANCIAL MARKETS | 125,930 | +23,747 | $14.4M | +$4.2M | 23.2% |
| FRANKLIN RESOURCES INC | 43,954 | +27,314 | $5.0M | +$3.4M | 164.1% |
| Quantinno Capital Management LP | 132,166 | +13,499 | $15.1M | +$3.2M | 11.4% |
| ROYAL LONDON ASSET MANAGEMENT LTD | 187,679 | +5,057 | $21.5M | +$3.1M | 2.8% |
| Creative Planning | 54,081 | +22,112 | $6.2M | +$3.0M | 69.2% |
| CAPITAL MANAGEMENT CORP /VA | 44,157 | +21,343 | $5.1M | +$2.8M | 93.5% |
| SEI INVESTMENTS CO | 136,662 | +6,252 | $15.7M | +$2.5M | 4.8% |
| Brandywine Global Investment Management, LLC | 101,635 | +10,740 | $11.6M | +$2.5M | 11.8% |
| LEUTHOLD GROUP, LLC | 47,513 | +13,937 | $5.4M | +$2.1M | 41.5% |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 48,867 | +13,369 | $5.6M | +$2.0M | 37.7% |
| Corient Private Wealth LLC | 40,601 | +25,145 | $3.6M | +$2.0M | 162.7% |
| CITADEL ADVISORS LLC | 126,990 | +1,602 | $14.6M | +$1.9M | 1.3% |
| GOLDMAN SACHS GROUP INC | 75,569 | +8,194 | $8.7M | +$1.9M | 12.2% |
| Convergence Investment Partners, LLC | 24,720 | +15,010 | $2.8M | +$1.9M | 154.6% |
| Swiss National Bank | 104,900 | +1,300 | $12.0M | +$1.6M | 1.3% |
| MOON CAPITAL MANAGEMENT LP | 31,915 | +13,870 | $3.4M | +$1.6M | 76.9% |
| CITIGROUP INC | 52,804 | +8,130 | $6.1M | +$1.6M | 18.2% |
| TOWLE & CO | 87,815 | +2,994 | $10.1M | +$1.5M | 3.5% |
| California Public Employees Retirement System | 107,200 | +65 | $12.3M | +$1.5M | 0.1% |
| RBF Capital, LLC | 22,448 | +11,224 | $2.6M | +$1.4M | 100.0% |
| Robeco Institutional Asset Management B.V. | 72,784 | +3,444 | $8.3M | +$1.4M | 5.0% |
| LPL Financial LLC | 13,767 | +9,572 | $1.6M | +$1.2M | 228.2% |
| Voya Investment Management LLC | 42,016 | +5,266 | $4.8M | +$1.1M | 14.3% |
| Ethic Inc. | 12,049 | +7,390 | $1.4M | +$912.1K | 158.6% |
| NORDEA INVESTMENT MANAGEMENT AB | 55,131 | +212 | $6.3M | +$844.3K | 0.4% |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 33,691 | +3,677 | $3.9M | +$841.3K | 12.3% |
| Cerity Partners LLC | 10,252 | +6,085 | $1.2M | +$755.7K | 146.0% |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | 25,044 | +4,025 | $2.9M | +$755.3K | 19.1% |
| Empowered Funds, LLC | 25,578 | +3,782 | $2.9M | +$738.3K | 17.4% |
| MARTINGALE ASSET MANAGEMENT L P | 49,815 | +388 | $5.7M | +$735.9K | 0.8% |
| LAZARD ASSET MANAGEMENT LLC | 40,542 | +1,604 | $4.6M | +$728.6K | 4.1% |
| DEUTSCHE BANK AG\ | 32,302 | +2,652 | $3.7M | +$718.7K | 8.9% |
| Vest Financial, LLC | 28,903 | +2,952 | $3.3M | +$701.4K | 11.4% |
| IEQ CAPITAL, LLC | 38,891 | +1,387 | $4.5M | +$683.6K | 3.7% |
| Impax Asset Management Group plc | 17,264 | +4,293 | $2.0M | +$673.4K | 33.1% |
| CAXTON ASSOCIATES LLP | 30,059 | +2,468 | $3.4M | +$668.8K | 8.9% |
| KLP KAPITALFORVALTNING AS | 18,100 | +4,000 | $2.1M | +$655.7K | 28.4% |
| PRUDENTIAL FINANCIAL INC | 22,417 | +2,987 | $2.6M | +$614.1K | 15.4% |
| Mariner, LLC | 12,857 | +3,103 | $1.5M | +$495.2K | 31.8% |
| GAM Holding AG | 21,613 | +1,888 | $2.5M | +$492.3K | 9.6% |
| JANUS HENDERSON GROUP PLC | 23,263 | +1,244 | $2.7M | +$448.9K | 5.6% |
| Waterfront Wealth Inc. | 17,315 | +481 | $2.1M | +$379.9K | 2.9% |
| State of New Jersey Common Pension Fund D | 21,026 | +393 | $2.4M | +$333.7K | 1.9% |
| Sequoia Financial Advisors, LLC | 8,184 | +1,838 | $937.9K | +$299.4K | 29.0% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 11,445 | +74 | $1.4M | +$282.4K | 0.7% |
| Versor Investments LP | 5,700 | +2,000 | $653.2K | +$281.0K | 54.0% |
| AMG National Trust Bank | 16,856 | +410 | $1.9M | +$277.1K | 2.5% |
| Verition Fund Management LLC | 9,700 | +1,173 | $1.1M | +$253.7K | 13.8% |
| Lakewood Asset Management LLC | 13,644 | +132 | $1.6M | +$204.2K | 1.0% |
| Mutual Advisors, LLC | 9,950 | +536 | $1.1M | +$191.7K | 5.7% |
| OSAIC HOLDINGS, INC. | 2,772 | +1,455 | $316.9K | +$179.6K | 110.5% |
| Brooklyn Investment Group | 3,451 | +1,140 | $401.9K | +$169.4K | 49.3% |
| State of Wyoming | 2,583 | +1,283 | $296.0K | +$165.2K | 98.7% |
| MERCER GLOBAL ADVISORS INC /ADV | 5,688 | +812 | $651.8K | +$161.3K | 16.6% |
| Pictet Asset Management Holding SA | 7,734 | +481 | $886.3K | +$156.6K | 6.6% |
| CAPTRUST FINANCIAL ADVISORS | 7,756 | +387 | $888.8K | +$147.4K | 5.3% |
| AlphaQuest LLC | 9,941 | +76 | $1.1M | +$146.7K | 0.8% |
| M&T Bank Corp | 3,052 | +1,019 | $349.5K | +$144.9K | 50.1% |
| GenTrust, LLC | 9,334 | +48 | $1.1M | +$135.4K | 0.5% |
| Richwood Investment Advisors, LLC | 2,889 | +135 | $407.2K | +$130.1K | 4.9% |
| Walleye Trading LLC | 2,866 | +866 | $328.4K | +$127.2K | 43.3% |
| HighTower Advisors, LLC | 4,211 | +530 | $482.6K | +$112.3K | 14.4% |
| CITIZENS FINANCIAL GROUP INC/RI | 2,696 | +698 | $309.0K | +$107.9K | 34.9% |
| QUADRANT CAPITAL GROUP LLC | 5,908 | +141 | $677.1K | +$96.8K | 2.4% |
| Advisors Asset Management, Inc. | 5,899 | +121 | $676.0K | +$94.7K | 2.1% |
| Illinois Municipal Retirement Fund | 6,018 | +59 | $689.7K | +$90.1K | 1.0% |
| Merit Financial Group, LLC | 2,714 | +424 | $311.0K | +$80.6K | 18.5% |
| Tower Research Capital LLC (TRC) | 1,600 | +499 | $183.4K | +$72.6K | 45.3% |
| PRINCIPAL SECURITIES, INC. | 4,556 | +44 | $522.1K | +$68.2K | 1.0% |
| US BANCORP \DE\ | 4,271 | +43 | $489.5K | +$64.1K | 1.0% |
| CHOREO, LLC | 2,276 | +189 | $264.8K | +$54.8K | 9.1% |
| Parallel Advisors, LLC | 1,285 | +342 | $147.3K | +$52.4K | 36.3% |
| GAMMA Investing LLC | 2,045 | +211 | $234.4K | +$49.8K | 11.5% |
| Clearstead Advisors, LLC | 610 | +395 | $69.9K | +$48.3K | 183.7% |
| SIGNATUREFD, LLC | 1,840 | +179 | $210.9K | +$43.8K | 10.8% |
| Pallas Capital Advisors LLC | 2,389 | +99 | $273.8K | +$43.4K | 4.3% |
| Inspire Advisors, LLC | 2,147 | +92 | $246.1K | +$39.3K | 4.5% |
| Paragon Capital Management Ltd | 2,261 | +15 | $259.1K | +$33.1K | 0.7% |
| Smartleaf Asset Management LLC | 789 | +169 | $91.8K | +$29.7K | 27.3% |
| Rockefeller Capital Management L.P. | 576 | +210 | $66.1K | +$29.3K | 57.4% |
| Global Retirement Partners, LLC | 271 | +245 | $31.1K | +$28.4K | 942.3% |
| Versant Capital Management, Inc | 1,611 | +45 | $184.6K | +$27.1K | 2.9% |
| Caitlin John, LLC | 1,512 | +13 | $173.3K | +$22.5K | 0.9% |
| Federation des caisses Desjardins du Quebec | 940 | +67 | $107.7K | +$19.9K | 7.7% |
| UMB Bank, n.a. | 676 | +88 | $77.5K | +$18.3K | 15.0% |
| MAI Capital Management | 239 | +108 | $27.4K | +$14.2K | 82.4% |
| LSV ASSET MANAGEMENT | 713,741 | +32,810 | $81.8K | +$13.3K | 4.8% |
| Parkside Financial Bank & Trust | 686 | +32 | $78.6K | +$12.8K | 4.9% |
| Bell Investment Advisors, Inc | 145 | +79 | $16.6K | +$10.0K | 119.7% |
| Farther Finance Advisors, LLC | 448 | +26 | $51.3K | +$8.9K | 6.2% |
| Spire Wealth Management | 251 | +51 | $28.8K | +$8.6K | 25.5% |
| Root Financial Partners, LLC | 220 | +44 | $25.2K | +$7.5K | 25.0% |
| FIFTH THIRD BANCORP | 385 | +12 | $44.1K | +$6.6K | 3.2% |
| Geneos Wealth Management Inc. | 339 | +2 | $38.9K | +$5.0K | 0.6% |
| High Note Wealth, LLC | 210 | +6 | $24.1K | +$3.5K | 2.9% |
| Westside Investment Management, Inc. | 99 | +16 | $11.7K | +$3.3K | 19.3% |
| JFS WEALTH ADVISORS, LLC | 49 | +18 | $5.6K | +$2.5K | 58.1% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 114 | +3 | $13.1K | +$1.9K | 2.7% |
| Larson Financial Group LLC | 15 | +11 | $1.7K | +$1.3K | 275.0% |
| CSM Advisors, LLC | 43,347 | +4,644 | $5.0K | +$1.1K | 12.0% |
| Daiwa Securities Group Inc. | 39,716 | +2,830 | $4.6K | +$840 | 7.7% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 42,329 | +1,113 | $4.9K | +$704 | 2.7% |
| Physician Wealth Advisors, Inc. | 24 | +3 | $2.8K | +$638 | 14.3% |
| SJS Investment Consulting Inc. | 11 | +3 | $1.3K | +$456 | 37.5% |
| Rialto Wealth Management, LLC | 23 | +1 | $2.6K | +$422 | 4.5% |
| HARBOR CAPITAL ADVISORS, INC. | 15,245 | +1,523 | $1.7K | +$366 | 11.1% |
| Bay Harbor Wealth Management, LLC | 6 | +2 | $687 | +$285 | 50.0% |
| HANTZ FINANCIAL SERVICES, INC. | 2,893 | +1,025 | $332 | +$144 | 54.9% |
| Covestor Ltd | 2,483 | +311 | $284 | +$66 | 14.3% |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 708 | +140 | $81 | +$24 | 24.6% |
| BESSEMER GROUP INC | 357 | +150 | $41 | +$20 | 72.5% |