13F QoQ Ownership Changes
MI Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 0 new · 2 added · 2 reduced · 2 exited
Added To(2)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| Royal Bank of Canada | 14,100 | +1,464 | $57.0K | +$13.0K | 11.6% |
| ADVISOR GROUP HOLDINGS, INC. | 3,500 | +1,600 | $14.0K | +$7.5K | 84.2% |
Reduced(2)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| SBI Securities Co., Ltd. | 215 | 0 | $862 | +$120 | 0.0% |
| GROUP ONE TRADING, L.P. | 25 | 0 | $100 | +$14 | 0.0% |
Sold Out(2)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| WELLS FARGO & COMPANY/MN | 0 | -400 | $0 | -$1.4K | — |
| UBS Group AG | 0 | -122 | $0 | -$421 | — |