13F QoQ Ownership Changes
MOH Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 118 new · 167 added · 268 reduced · 187 exited
New Positions(118)
Added To(167)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| TWO SIGMA INVESTMENTS, LP | 825,136 | +739,180 | $143.2M | +$126.7M | 860.0% |
| FMR LLC | 2,976,088 | +822,002 | $516.5M | +$104.3M | 38.2% |
| TWO SIGMA ADVISERS, LP | 671,790 | +461,690 | $116.6M | +$76.4M | 219.7% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 843,470 | +433,863 | $146.4M | +$68.0M | 105.9% |
| BANK OF AMERICA CORP /DE/ | 612,140 | +402,306 | $106.2M | +$66.1M | 191.7% |
| NORGES BANK | 632,509 | +124,563 | $109.8M | -$65.3M | 24.5% |
| VICTORY CAPITAL MANAGEMENT INC | 1,410,604 | +447,078 | $244.8M | +$60.4M | 46.4% |
| CITADEL ADVISORS LLC | 540,686 | +302,888 | $93.8M | +$48.3M | 127.4% |
| Invesco Ltd. | 1,690,981 | +329,679 | $293.5M | +$33.0M | 24.2% |
| Assenagon Asset Management S.A. | 271,224 | +191,731 | $47.1M | +$31.9M | 241.2% |
| CITIGROUP INC | 277,429 | +184,060 | $48.1M | +$30.3M | 197.1% |
| Long Focus Capital Management, LLC | 455,000 | +197,535 | $79.0M | +$29.7M | 76.7% |
| BNP PARIBAS FINANCIAL MARKETS | 439,371 | +169,739 | $76.2M | +$24.7M | 63.0% |
| Maple Rock Capital Partners Inc. | 226,200 | +144,400 | $39.3M | +$23.6M | 176.5% |
| BARCLAYS PLC | 146,342 | +36,268 | $43.6M | +$22.5M | 32.9% |
| JANE STREET GROUP, LLC | 224,182 | +137,363 | $38.9M | +$22.3M | 158.2% |
| TUDOR INVESTMENT CORP ET AL | 208,591 | +131,092 | $36.2M | +$21.4M | 169.2% |
| D. E. Shaw & Co., Inc. | 458,718 | +148,567 | $79.6M | +$20.3M | 47.9% |
| INVESTMENT MANAGEMENT ASSOCIATES INC /ADV | 225,536 | +119,749 | $39.1M | +$18.9M | 113.2% |
| DIMENSIONAL FUND ADVISORS LP | 1,127,761 | +189,084 | $195.7M | +$16.1M | 20.1% |
| JPMORGAN CHASE & CO | 338,773 | +111,525 | $58.8M | +$15.3M | 49.1% |
| INVESTMENT HOUSE LLC | 84,280 | +81,280 | $14.6M | +$14.1M | 2709.3% |
| Capital Research Global Investors | 795,909 | +3,123 | $138.1M | -$13.6M | 0.4% |
| MILLENNIUM MANAGEMENT LLC | 213,354 | +88,442 | $37.0M | +$13.1M | 70.8% |
| State of Tennessee, Department of Treasury | 78,995 | +66,230 | $14.2M | +$11.7M | 518.8% |
| WELLINGTON MANAGEMENT GROUP LLP | 1,109,616 | +45,128 | $192.6M | -$11.1M | 4.2% |
| Weiss Asset Management LP | 126,385 | +59,378 | $21.9M | +$9.1M | 88.6% |
| LPL Financial LLC | 97,772 | +55,954 | $17.0M | +$9.0M | 133.8% |
| Fiera Capital Corp | 314,712 | +73,131 | $54.6M | +$8.4M | 30.3% |
| 683 Capital Management, LLC | 135,000 | +54,000 | $23.4M | +$7.9M | 66.7% |
| REDWOOD CAPITAL MANAGEMENT, LLC | 110,000 | +51,600 | $19.1M | +$7.9M | 88.3% |
| Aberdeen Group plc | 195,064 | +59,498 | $33.9M | +$7.7M | 43.9% |
| Amundi | 174,979 | +61,046 | $30.4M | +$7.5M | 53.6% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 548,141 | +12,691 | $95.1M | -$7.3M | 2.4% |
| WELLS FARGO & COMPANY/MN | 73,765 | +43,172 | $12.8M | +$6.9M | 141.1% |
| ING GROEP NV | 47,343 | +40,336 | $8.2M | +$6.9M | 575.6% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 104,418 | +45,636 | $18.1M | +$6.9M | 77.6% |
| Eversept Partners, LP | 45,470 | +36,000 | $7.9M | +$6.1M | 380.1% |
| FIRST TRUST ADVISORS LP | 151,516 | +42,477 | $26.3M | +$5.4M | 39.0% |
| EASTERLY INVESTMENT PARTNERS LLC | 38,082 | +26,464 | $6.6M | +$4.4M | 227.8% |
| JANUS HENDERSON GROUP PLC | 25,926 | +20,400 | $4.5M | +$3.4M | 369.2% |
| Mirae Asset Global Investments Co., Ltd. | 28,195 | +19,382 | $4.9M | +$3.2M | 219.9% |
| Entropy Technologies, LP | 19,249 | +16,560 | $3.3M | +$2.8M | 615.8% |
| Wealthfront Advisers LLC | 57,098 | +18,730 | $9.9M | +$2.6M | 48.8% |
| CAPITAL FUND MANAGEMENT S.A. | 95,100 | +21,800 | $16.5M | +$2.5M | 29.7% |
| Empowered Funds, LLC | 22,268 | +14,215 | $3.9M | +$2.3M | 176.5% |
| BANK OF NOVA SCOTIA | 41,115 | +15,950 | $7.1M | +$2.3M | 63.4% |
| Gotham Asset Management, LLC | 92,568 | +20,673 | $16.1M | +$2.3M | 28.8% |
| NATIONAL BANK OF CANADA /FI/ | 26,618 | +14,105 | $4.6M | +$2.2M | 112.7% |
| Edgestream Partners, L.P. | 25,832 | +13,185 | $4.5M | +$2.1M | 104.3% |
| WOLVERINE ASSET MANAGEMENT LLC | 26,824 | +13,200 | $4.7M | +$2.0M | 96.9% |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 397,800 | +27,820 | $69.0M | -$1.8M | 7.5% |
| ROYCE & ASSOCIATES LP | 52,521 | +13,910 | $9.1M | +$1.7M | 36.0% |
| Skandinaviska Enskilda Banken AB (publ) | 57,017 | +14,008 | $9.9M | +$1.7M | 32.6% |
| Russell Investments Group, Ltd. | 52,065 | +13,149 | $9.0M | +$1.6M | 33.8% |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 13,053 | +8,273 | $2.3M | +$1.4M | 173.1% |
| SEI INVESTMENTS CO | 53,820 | +11,705 | $9.3M | +$1.3M | 27.8% |
| Allspring Global Investments Holdings, LLC | 38,913 | +8,381 | $6.9M | +$1.1M | 27.4% |
| Brooklands Fund Management Ltd | 28,957 | +7,188 | $5.2M | +$1.1M | 33.0% |
| Solas Capital Management, LLC | 68,314 | +11,577 | $11.9M | +$998.0K | 20.4% |
| Banque Cantonale Vaudoise | 5,072 | +680 | $880.0K | +$879.2K | 15.5% |
| Swedbank AB | 126,990 | +16,398 | $22.0M | +$875.0K | 14.8% |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 12,035 | +4,762 | $2.1M | +$696.8K | 65.5% |
| PRELUDE CAPITAL MANAGEMENT, LLC | 6,528 | +4,243 | $1.1M | +$695.6K | 185.7% |
| CIBC Asset Management Inc | 11,646 | +3,843 | $2.0M | +$527.9K | 49.3% |
| XTX Topco Ltd | 5,158 | +3,212 | $895.1K | +$522.7K | 165.1% |
| Federation des caisses Desjardins du Quebec | 4,312 | +2,811 | $748.3K | +$461.1K | 187.3% |
| Cynosure Group, LLC | 3,211 | +2,099 | $557.2K | +$344.4K | 188.8% |
| AGF MANAGEMENT LTD | 22,196 | +3,578 | $3.9M | +$289.2K | 19.2% |
| FIFTH THIRD BANCORP | 4,548 | +1,863 | $789.3K | +$275.5K | 69.4% |
| Crossmark Global Holdings, Inc. | 7,261 | +2,084 | $1.3M | +$269.4K | 40.3% |
| Sovereign's Capital Management, LLC | 43,283 | +2,631 | $7.5M | -$267.8K | 6.5% |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 16,579 | +2,911 | $2.9M | +$261.6K | 21.3% |
| AlphaQuest LLC | 2,363 | +1,575 | $410.1K | +$259.3K | 199.9% |
| OSSIAM | 1,464 | +1,461 | $254.1K | +$253.5K | 48700.0% |
| Corient Private Wealth LLC | 10,220 | +2,864 | $1.7M | +$245.8K | 38.9% |
| Tidal Investments LLC | 10,737 | +2,137 | $1.9M | +$217.6K | 24.8% |
| Jefferies Financial Group Inc. | 12,913 | +2,331 | $2.2M | +$215.9K | 22.0% |
| US BANCORP \DE\ | 4,039 | +1,494 | $700.9K | +$213.9K | 58.7% |
| TD Asset Management Inc | 152,796 | +13,143 | $26.5M | -$207.8K | 9.4% |
| CenterBook Partners LP | 23,648 | +3,239 | $4.1M | +$198.4K | 15.9% |
| MML INVESTORS SERVICES, LLC | 6,582 | +1,643 | $1.1M | +$197.1K | 33.3% |
| Concurrent Investment Advisors, LLC | 2,474 | +1,236 | $429.3K | +$192.4K | 99.8% |
| MUFG Securities EMEA plc | 2,107 | +1,070 | $365.6K | +$167.2K | 103.2% |
| Ibex Investors LLC | 3,800 | +1,200 | $659.5K | +$161.9K | 46.1% |
| NISA INVESTMENT ADVISORS, LLC | 13,819 | +2,033 | $2.4M | +$142.8K | 17.2% |
| Board of the Pension Protection Fund | 1,700 | +900 | $295.0K | +$141.9K | 112.5% |
| JONES FINANCIAL COMPANIES LLLP | 1,187 | +837 | $206.0K | +$138.8K | 239.1% |
| Diversified Trust Co | 4,162 | +1,106 | $722.3K | +$137.5K | 36.2% |
| ALLSTATE CORP | 3,002 | +988 | $521.0K | +$135.6K | 49.0% |
| M&T Bank Corp | 9,249 | +1,545 | $1.6M | +$130.7K | 20.1% |
| ProShare Advisors LLC | 10,178 | +301 | $1.8M | -$123.8K | 3.0% |
| Man Group plc | 61,331 | +5,114 | $10.6M | -$114.3K | 9.1% |
| PNC Financial Services Group, Inc. | 5,111 | +1,011 | $887.0K | +$102.4K | 24.6% |
| Icon Wealth Advisors, LLC | 1,198 | +643 | $207.9K | +$101.7K | 115.8% |
| Advisory Services Network, LLC | 3,374 | +814 | $585.5K | +$95.6K | 31.8% |
| GAMMA Investing LLC | 1,816 | +643 | $315.1K | +$90.7K | 54.8% |
| Johnson Financial Group, Inc. | 2,900 | +704 | $503.3K | +$83.0K | 32.0% |
| Rockefeller Capital Management L.P. | 1,134 | +492 | $196.6K | +$73.7K | 76.6% |
| SBI Securities Co., Ltd. | 423 | +405 | $73.4K | +$70.0K | 2250.0% |
| Pathstone Holdings, LLC | 6,400 | +265 | $1.1M | -$63.3K | 4.3% |
| Sequoia Financial Advisors, LLC | 2,756 | +582 | $478.2K | +$62.3K | 26.8% |
| GREENLEAF TRUST | 1,684 | +474 | $292.2K | +$60.7K | 39.2% |
| CVA Family Office, LLC | 441 | +349 | $76.5K | +$58.9K | 379.3% |
| Norinchukin Bank, The | 3,288 | +67 | $570.6K | -$45.8K | 2.1% |
| Vontobel Holding Ltd. | 1,947 | +420 | $337.9K | +$45.7K | 27.5% |
| Rakuten Securities, Inc. | 256 | +251 | $44.4K | +$43.5K | 5020.0% |
| Smartleaf Asset Management LLC | 872 | +325 | $148.8K | +$43.3K | 59.4% |
| Tower Research Capital LLC (TRC) | 1,081 | +326 | $187.6K | +$43.1K | 43.2% |
| Inspire Investing, LLC | 6,535 | +391 | $1.1M | -$41.7K | 6.4% |
| Blackhawk Capital Partners LLC. | 2,741 | +472 | $475.7K | +$41.5K | 20.8% |
| SIGNATUREFD, LLC | 1,494 | +350 | $259.3K | +$40.4K | 30.6% |
| FIRST FOUNDATION ADVISORS | 2,323 | +8 | $403.1K | -$39.9K | 0.3% |
| Canada Post Corp Registered Pension Plan | 1,030 | +290 | $178.7K | +$36.0K | 39.2% |
| Triumph Capital Management | 189 | +185 | $32.8K | +$32.0K | 4625.0% |
| Bogart Wealth, LLC | 407 | +204 | $70.6K | +$31.8K | 100.5% |
| Ethic Inc. | 6,978 | +813 | $1.2M | +$31.2K | 13.2% |
| Global Retirement Partners, LLC | 410 | +176 | $71.2K | +$26.4K | 75.2% |
| Sterling Capital Management LLC | 1,558 | +16 | $270.4K | -$24.7K | 1.0% |
| Cromwell Holdings LLC | 184 | +125 | $31.9K | +$20.6K | 211.9% |
| Larson Financial Group LLC | 141 | +120 | $24.5K | +$20.4K | 571.4% |
| BROWN BROTHERS HARRIMAN & CO | 249 | +122 | $43.2K | +$18.9K | 96.1% |
| Transamerica Financial Advisors, LLC | 107 | +89 | $18.6K | +$15.1K | 494.4% |
| SG Americas Securities, LLC | 87,220 | +78,697 | $15.1K | +$13.5K | 923.3% |
| CoreCap Advisors, LLC | 68 | +63 | $11.8K | +$10.8K | 1260.0% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 3,559 | +388 | $617.6K | +$10.8K | 12.2% |
| Horizon Investments, LLC | 915 | +30 | $158.8K | -$10.6K | 3.4% |
| Salomon & Ludwin, LLC | 83 | +60 | $15.2K | +$10.5K | 260.9% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 1,539 | +91 | $267.1K | -$10.0K | 6.3% |
| Fortitude Family Office, LLC | 57 | +54 | $9.9K | +$9.3K | 1800.0% |
| ELEVATION WEALTH PARTNERS, LLC | 71 | +53 | $12.3K | +$8.9K | 294.4% |
| QRG CAPITAL MANAGEMENT, INC. | 2,161 | +247 | $375.0K | +$8.7K | 12.9% |
| South Dakota Investment Council | 103,322 | +54,180 | $17.9K | +$8.5K | 110.3% |
| PRIVATE TRUST CO NA | 53 | +46 | $9.2K | +$7.9K | 657.1% |
| Deseret Mutual Benefit Administrators | 179 | +52 | $31.1K | +$6.8K | 40.9% |
| VAN ECK ASSOCIATES CORP | 47,952 | +38,012 | $8.3K | +$6.4K | 382.4% |
| Blue Trust, Inc. | 322 | +62 | $56.0K | +$6.1K | 23.8% |
| ORG Partners LLC | 42 | +31 | $7.3K | +$5.2K | 281.8% |
| Spire Wealth Management | 75 | +34 | $13.0K | +$5.2K | 82.9% |
| Parkside Financial Bank & Trust | 301 | +53 | $52.2K | +$4.8K | 21.4% |
| MCF Advisors LLC | 70 | +31 | $12.1K | +$4.7K | 79.5% |
| Bell Investment Advisors, Inc | 57 | +29 | $9.9K | +$4.5K | 103.6% |
| Prestige Wealth Management Group LLC | 22 | +11 | $5.5K | +$3.4K | 100.0% |
| MAI Capital Management | 91 | +20 | $15.8K | +$2.2K | 28.2% |
| CYBER HORNET ETFs LLC | 165 | +5 | $28.6K | -$2.0K | 3.1% |
| WealthCollab, LLC | 33 | +13 | $5.7K | +$1.9K | 65.0% |
| Kestra Advisory Services, LLC | 1,860 | +183 | $322.8K | +$1.9K | 10.9% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 108 | +1 | $18.7K | -$1.7K | 0.9% |
| Brooklyn Investment Group | 2,297 | +289 | $382.5K | -$1.7K | 14.4% |
| TD PRIVATE CLIENT WEALTH LLC | 56 | +13 | $9.7K | +$1.5K | 30.2% |
| Colonial Trust Co / SC | 28 | +11 | $4.8K | +$1.4K | 64.7% |
| WHITTIER TRUST CO OF NEVADA INC | 66 | +1 | $12.2K | -$936 | 1.5% |
| Wealth Watch Advisors, INC | 7 | +5 | $1.2K | +$832 | 250.0% |
| Hughes Financial Services, LLC | 7 | +4 | $1.2K | +$792 | 133.3% |
| Beacon Pointe Advisors, LLC | 1,416 | +128 | $245.7K | -$739 | 9.9% |
| FINANCIAL CONSULATE, INC | 13 | +5 | $2.3K | +$726 | 62.5% |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 44,196 | +379 | $7.7K | -$715 | 0.9% |
| JFS WEALTH ADVISORS, LLC | 24 | +5 | $4.2K | +$529 | 26.3% |
| EQUITABLE TRUST CO | 3,474 | +326 | $602.9K | +$477 | 10.3% |
| GSA CAPITAL PARTNERS LLP | 7,172 | +2,965 | $1.2K | +$440 | 70.5% |
| American Capital Advisory, LLC | 3 | +2 | $521 | +$329 | 200.0% |
| Cullen/Frost Bankers, Inc. | 6 | +2 | $1.0K | +$276 | 50.0% |
| Dunhill Financial, LLC | 2 | +1 | $408 | +$194 | 100.0% |
| Bay Harbor Wealth Management, LLC | 3 | +1 | $520 | +$138 | 50.0% |
| T. Rowe Price Investment Management, Inc. | 2,171,433 | +201,772 | $376.8K | -$84 | 10.2% |
| CX Institutional | 1,286 | +78 | $223 | -$8 | 6.5% |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | 24 | +6 | $4 | +$1 | 33.3% |