13F QoQ Ownership Changes
MDGL Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 91 new · 138 added · 164 reduced · 49 exited
New Positions(91)
Added To(138)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| BlackRock, Inc. | 1,644,750 | +85,038 | $957.8M | +$242.4M | 5.5% |
| BANK OF AMERICA CORP /DE/ | 416,025 | +171,733 | $242.3M | +$130.2M | 70.3% |
| NORGES BANK | 196,393 | +126,419 | $114.4M | +$99.5M | 180.7% |
| DEUTSCHE BANK AG\ | 192,109 | +154,767 | $111.9M | +$94.7M | 414.4% |
| ALKEON CAPITAL MANAGEMENT LLC | 240,000 | +120,000 | $139.8M | +$84.7M | 100.0% |
| WELLINGTON MANAGEMENT GROUP LLP | 461,402 | +56,947 | $268.7M | +$83.2M | 14.1% |
| Invesco Ltd. | 365,314 | +65,749 | $212.7M | +$75.3M | 21.9% |
| FMR LLC | 439,398 | +38,262 | $255.9M | +$71.9M | 9.5% |
| Point72 Asset Management, L.P. | 136,735 | +95,502 | $79.6M | +$60.7M | 231.6% |
| GEODE CAPITAL MANAGEMENT, LLC | 451,743 | +5,510 | $263.1M | +$58.4M | 1.2% |
| ARMISTICE CAPITAL, LLC | 265,705 | +15,723 | $154.7M | +$40.1M | 6.3% |
| Fiera Capital Corp | 169,456 | +41,656 | $98.7M | +$40.1M | 32.6% |
| Polar Capital Holdings Plc | 270,151 | +4,997 | $157.3M | +$35.7M | 1.9% |
| Nuveen, LLC | 118,363 | +44,648 | $68.9M | +$35.1M | 60.6% |
| Bank of New York Mellon Corp | 136,869 | +39,090 | $79.7M | +$34.9M | 40.0% |
| First Light Asset Management, LLC | 66,831 | +55,292 | $38.9M | +$33.6M | 479.2% |
| Hood River Capital Management LLC | 247,560 | +4,752 | $144.2M | +$32.8M | 1.9% |
| D. E. Shaw & Co., Inc. | 193,654 | +18,872 | $112.8M | +$32.6M | 10.8% |
| AMERICAN CENTURY COMPANIES INC | 185,116 | +19,501 | $107.8M | +$31.8M | 11.8% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 219,099 | +5,447 | $127.6M | +$29.6M | 2.5% |
| CITADEL ADVISORS LLC | 184,134 | +12,162 | $107.2M | +$28.4M | 7.1% |
| Woodline Partners LP | 125,659 | +21,812 | $73.2M | +$25.5M | 21.0% |
| Squarepoint Ops LLC | 81,834 | +30,898 | $47.7M | +$24.3M | 60.7% |
| CANADA PENSION PLAN INVESTMENT BOARD | 46,120 | +37,120 | $26.9M | +$22.7M | 412.4% |
| MARSHALL WACE, LLP | 39,578 | +38,878 | $23.0M | +$22.7M | 5554.0% |
| Tri Locum Partners LP | 86,023 | +18,317 | $50.1M | +$19.0M | 27.1% |
| Rock Springs Capital Management LP | 139,618 | +1,872 | $81.3M | +$18.1M | 1.4% |
| FRANKLIN RESOURCES INC | 86,076 | +10,506 | $50.1M | +$15.5M | 13.9% |
| Candriam S.C.A. | 63,906 | +13,941 | $37.2M | +$14.3M | 27.9% |
| FIRST TRUST ADVISORS LP | 24,819 | +21,024 | $14.5M | +$12.7M | 554.0% |
| NEW YORK STATE COMMON RETIREMENT FUND | 75,933 | +6,660 | $44.2M | +$12.4M | 9.6% |
| AMERIPRISE FINANCIAL INC | 29,287 | +16,290 | $17.1M | +$11.1M | 125.3% |
| BNP PARIBAS FINANCIAL MARKETS | 73,707 | +2,950 | $42.9M | +$10.5M | 4.2% |
| Voya Investment Management LLC | 64,254 | +4,817 | $37.4M | +$10.2M | 8.1% |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 29,051 | +12,439 | $17.0M | +$9.6M | 74.9% |
| SEGALL BRYANT & HAMILL, LLC | 33,520 | +11,030 | $19.5M | +$9.2M | 49.0% |
| DIMENSIONAL FUND ADVISORS LP | 19,321 | +13,522 | $11.3M | +$8.6M | 233.2% |
| WELLS FARGO & COMPANY/MN | 43,457 | +5,639 | $25.3M | +$8.0M | 14.9% |
| FEDERATED HERMES, INC. | 16,325 | +12,440 | $9.5M | +$7.7M | 320.2% |
| Russell Investments Group, Ltd. | 48,159 | +3,274 | $28.0M | +$7.5M | 7.3% |
| California Public Employees Retirement System | 31,286 | +7,189 | $18.2M | +$7.2M | 29.8% |
| STEMPOINT CAPITAL LP | 17,736 | +9,529 | $10.3M | +$6.6M | 116.1% |
| Mirae Asset Global Investments Co., Ltd. | 50,631 | +53 | $29.5M | +$6.3M | 0.1% |
| NOMURA HOLDINGS INC | 35,400 | +3,400 | $20.6M | +$5.9M | 10.6% |
| GILDER GAGNON HOWE & CO LLC | 33,468 | +2,620 | $19.5M | +$5.3M | 8.5% |
| SEI INVESTMENTS CO | 23,076 | +3,961 | $13.4M | +$4.7M | 20.7% |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 19,076 | +3,788 | $11.1M | +$4.1M | 24.8% |
| CASTLEARK MANAGEMENT LLC | 14,466 | +4,540 | $8.4M | +$3.9M | 45.7% |
| Swiss National Bank | 28,580 | +680 | $16.6M | +$3.8M | 2.4% |
| Engineers Gate Manager LP | 8,708 | +5,774 | $5.1M | +$3.7M | 196.8% |
| MILLENNIUM MANAGEMENT LLC | 6,978 | +5,180 | $4.1M | +$3.2M | 288.1% |
| UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC | 23,846 | +370 | $13.9M | +$3.1M | 1.6% |
| Rhenman & Partners Asset Management AB | 19,550 | +1,300 | $11.4M | +$3.0M | 7.1% |
| Rockefeller Capital Management L.P. | 19,661 | +1,210 | $11.4M | +$3.0M | 6.5% |
| AQR CAPITAL MANAGEMENT LLC | 10,006 | +3,420 | $5.8M | +$2.8M | 51.9% |
| Creative Planning | 11,141 | +2,711 | $6.5M | +$2.6M | 32.1% |
| Verition Fund Management LLC | 8,893 | +3,263 | $5.2M | +$2.6M | 58.0% |
| Informed Momentum Co LLC | 12,837 | +1,993 | $7.5M | +$2.6M | 18.4% |
| TUDOR INVESTMENT CORP ET AL | 6,185 | +3,959 | $3.6M | +$2.6M | 177.8% |
| NEUBERGER BERMAN GROUP LLC | 18,660 | +129 | $10.9M | +$2.4M | 0.7% |
| Entropy Technologies, LP | 6,942 | +3,240 | $4.0M | +$2.3M | 87.5% |
| ENVESTNET ASSET MANAGEMENT INC | 15,372 | +806 | $9.0M | +$2.3M | 5.5% |
| PEAK FINANCIAL ADVISORS LLC | 4,466 | +3,312 | $2.6M | +$2.1M | 287.0% |
| FARALLON CAPITAL MANAGEMENT LLC | 6,638 | +3,319 | $3.5M | +$1.9M | 100.0% |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 14,008 | +117 | $8.2M | +$1.8M | 0.8% |
| Calamos Advisors LLC | 6,566 | +2,081 | $3.8M | +$1.8M | 46.4% |
| Pathstone Holdings, LLC | 4,733 | +2,297 | $2.8M | +$1.6M | 94.3% |
| JOURNEY STRATEGIC WEALTH LLC | 12,829 | +1 | $7.5M | +$1.6M | 0.0% |
| Brevan Howard Capital Management LP | 3,632 | +2,257 | $2.1M | +$1.5M | 164.1% |
| OSAIC HOLDINGS, INC. | 3,050 | +2,248 | $1.8M | +$1.4M | 280.3% |
| Aigen Investment Management, LP | 2,652 | +2,067 | $1.5M | +$1.3M | 353.3% |
| Orion Porfolio Solutions, LLC | 5,350 | +1,259 | $3.1M | +$1.2M | 30.8% |
| INTECH INVESTMENT MANAGEMENT LLC | 7,301 | +631 | $4.3M | +$1.2M | 9.5% |
| STRS OHIO | 3,300 | +1,100 | $1.9M | +$912.7K | 50.0% |
| Fieldview Capital Management, LLC | 5,196 | +538 | $3.0M | +$889.4K | 11.6% |
| ProShare Advisors LLC | 4,449 | +475 | $2.6M | +$768.1K | 11.9% |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 2,978 | +855 | $1.7M | +$760.5K | 40.3% |
| VICTORY CAPITAL MANAGEMENT INC | 5,822 | +59 | $3.4M | +$747.1K | 1.0% |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 4,759 | +150 | $2.8M | +$657.4K | 3.3% |
| Cetera Investment Advisers | 3,941 | +215 | $2.3M | +$586.0K | 5.8% |
| Bellevue Group AG | 2,884 | +491 | $1.7M | +$581.9K | 20.5% |
| Mariner, LLC | 2,426 | +605 | $1.4M | +$577.7K | 33.2% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1,513 | +805 | $844.3K | +$535.4K | 113.7% |
| GUGGENHEIM CAPITAL LLC | 2,161 | +536 | $1.3M | +$513.1K | 33.0% |
| KLP KAPITALFORVALTNING AS | 3,240 | +240 | $1.9M | +$510.8K | 8.0% |
| Cinctive Capital Management LP | 3,687 | +81 | $2.1M | +$493.2K | 2.2% |
| Everhart Financial Group, Inc. | 1,163 | +704 | $677.3K | +$466.7K | 153.4% |
| Cerity Partners LLC | 1,444 | +481 | $840.9K | +$399.2K | 49.9% |
| CAPTRUST FINANCIAL ADVISORS | 1,131 | +565 | $658.6K | +$399.0K | 99.8% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 1,283 | +427 | $747.1K | +$354.5K | 49.9% |
| MML INVESTORS SERVICES, LLC | 1,668 | +278 | $971.3K | +$333.8K | 20.0% |
| D.A. DAVIDSON & CO. | 2,129 | +58 | $1.2M | +$289.9K | 2.8% |
| BARCLAYS PLC | 76,574 | +26,662 | $23.2M | +$281.7K | 53.4% |
| OPPENHEIMER ASSET MANAGEMENT INC. | 1,313 | +207 | $764.6K | +$257.3K | 18.7% |
| Federation des caisses Desjardins du Quebec | 1,246 | +162 | $725.6K | +$228.4K | 14.9% |
| Vanguard Personalized Indexing Management, LLC | 1,249 | +160 | $727.3K | +$227.9K | 14.7% |
| AlphaQuest LLC | 420 | +368 | $244.6K | +$220.7K | 707.7% |
| PharVision Advisers, LLC | 813 | +231 | $473.4K | +$206.5K | 39.7% |
| Kestra Advisory Services, LLC | 1,580 | +13 | $920.1K | +$201.4K | 0.8% |
| Tower Research Capital LLC (TRC) | 612 | +255 | $356.4K | +$192.7K | 71.4% |
| CIBC Asset Management Inc | 816 | +190 | $475.2K | +$188.1K | 30.4% |
| AlTi Global, Inc. | 1,493 | +1 | $869.4K | +$185.1K | 0.1% |
| INTRUST BANK NA | 848 | +174 | $493.8K | +$184.7K | 25.8% |
| XPONANCE, INC. | 1,463 | +3 | $852.0K | +$182.3K | 0.2% |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 1,088 | +78 | $633.6K | +$170.3K | 7.7% |
| HighTower Advisors, LLC | 1,173 | +46 | $683.1K | +$166.2K | 4.1% |
| Abel Hall, LLC | 710 | +120 | $413.5K | +$142.9K | 20.3% |
| QRG CAPITAL MANAGEMENT, INC. | 834 | +63 | $485.7K | +$132.0K | 8.2% |
| Optimize Financial Inc | 992 | +12 | $577.7K | +$128.2K | 1.2% |
| LORD, ABBETT & CO. LLC | 244,796 | +142,653 | $142.6K | +$95.7K | 139.7% |
| US BANCORP \DE\ | 441 | +53 | $256.8K | +$78.8K | 13.7% |
| Kestra Investment Management, LLC | 445 | +3 | $259.1K | +$56.4K | 0.7% |
| Smartleaf Asset Management LLC | 187 | +63 | $109.2K | +$54.2K | 50.8% |
| Sterling Capital Management LLC | 122 | +77 | $71.0K | +$50.4K | 171.1% |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 5,603 | +479 | $2.4M | +$45.2K | 9.3% |
| PNC Financial Services Group, Inc. | 277 | +15 | $161.3K | +$41.1K | 5.7% |
| GAMMA Investing LLC | 138 | +48 | $80.4K | +$39.1K | 53.3% |
| MAI Capital Management | 67 | +61 | $39.0K | +$36.3K | 1016.7% |
| Farther Finance Advisors, LLC | 140 | +36 | $81.5K | +$33.8K | 34.6% |
| Accent Capital Management, LLC | 94 | +37 | $54.7K | +$28.6K | 64.9% |
| EASTERN BANK | 86 | +21 | $50.1K | +$20.3K | 32.3% |
| CoreCap Advisors, LLC | 82 | +14 | $47.8K | +$16.6K | 20.6% |
| Global Retirement Partners, LLC | 82 | +8 | $47.8K | +$13.8K | 10.8% |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 15,347 | +15,210 | $8.9K | +$8.9K | 11102.2% |
| Arax Advisory Partners | 27 | +12 | $15.7K | +$8.8K | 80.0% |
| CIBC Private Wealth Group LLC | 52 | +1 | $30.3K | +$6.9K | 2.0% |
| Steward Partners Investment Advisory, LLC | 21 | +9 | $12.2K | +$6.7K | 75.0% |
| Larson Financial Group LLC | 17 | +2 | $9.9K | +$3.0K | 13.3% |
| Bell Investment Advisors, Inc | 8 | +3 | $4.7K | +$2.4K | 60.0% |
| ALGERT GLOBAL LLC | 8,970 | +940 | $5.2K | +$1.5K | 11.7% |
| SG Americas Securities, LLC | 6,386 | +1,195 | $3.7K | +$1.3K | 23.0% |
| Physician Wealth Advisors, Inc. | 3 | +2 | $1.7K | +$1.3K | 200.0% |
| EverSource Wealth Advisors, LLC | 5 | +1 | $2.9K | +$1.1K | 25.0% |
| Handelsbanken Fonder AB | 5,080 | +680 | $3.0K | +$940 | 15.4% |
| Covestor Ltd | 309 | +268 | $180 | +$161 | 653.6% |
| PARK AVENUE SECURITIES LLC | 858 | +72 | $499 | +$139 | 9.2% |
| VALLEY NATIONAL ADVISERS INC | 161 | +122 | $93 | +$76 | 312.8% |
| BESSEMER GROUP INC | 24 | +19 | $14 | +$12 | 380.0% |