13F QoQ Ownership Changes
MRCY Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 59 new · 126 added · 162 reduced · 33 exited
New Positions(59)
Added To(126)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| AMERIPRISE FINANCIAL INC | 1,289,685 | +1,009,297 | $94.2M | +$72.5M | 360.0% |
| RAYMOND JAMES FINANCIAL INC | 708,054 | +515,165 | $52.1M | +$37.1M | 267.1% |
| Voya Investment Management LLC | 511,324 | +479,210 | $37.3M | +$34.8M | 1492.2% |
| BlackRock, Inc. | 8,611,638 | +134,480 | $628.7M | -$27.4M | 1.6% |
| Invesco Ltd. | 1,910,742 | +383,299 | $139.5M | +$21.3M | 25.1% |
| AMERICAN CENTURY COMPANIES INC | 238,932 | +233,013 | $17.4M | +$17.0M | 3936.7% |
| STATE STREET CORP | 3,423,600 | +368,242 | $250.0M | +$13.5M | 12.1% |
| FRANKLIN RESOURCES INC | 208,449 | +184,458 | $15.2M | +$13.4M | 768.9% |
| BNP PARIBAS FINANCIAL MARKETS | 164,463 | +145,717 | $12.0M | +$10.6M | 777.3% |
| PEREGRINE CAPITAL MANAGEMENT LLC | 142,178 | +140,044 | $10.4M | +$10.2M | 6562.5% |
| KING LUTHER CAPITAL MANAGEMENT CORP | 202,643 | +98,398 | $14.8M | +$6.7M | 94.4% |
| WELLS FARGO & COMPANY/MN | 148,989 | +86,482 | $10.9M | +$6.0M | 138.3% |
| DEUTSCHE BANK AG\ | 128,705 | +83,607 | $9.4M | +$5.9M | 185.4% |
| TWO SIGMA INVESTMENTS, LP | 150,177 | +77,142 | $11.0M | +$5.3M | 105.6% |
| Driehaus Capital Management LLC | 304,726 | +83,714 | $22.2M | +$5.1M | 37.9% |
| COMERICA BANK | 292,098 | +70,233 | $21.3M | +$4.2M | 31.6% |
| Archon Capital Management LLC | 74,600 | +50,000 | $5.4M | +$3.5M | 203.3% |
| SEI INVESTMENTS CO | 378,357 | +66,796 | $27.6M | +$3.5M | 21.4% |
| Candelo Capital Management LP | 64,226 | +48,926 | $4.7M | +$3.5M | 319.8% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 636,624 | +26 | $46.5M | -$2.8M | 0.0% |
| Swedbank AB | 38,349 | +33,684 | $2.8M | +$2.4M | 722.0% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 598,624 | +3,031 | $43.7M | -$2.4M | 0.5% |
| GEODE CAPITAL MANAGEMENT, LLC | 1,368,659 | +47,174 | $99.9M | -$2.4M | 3.6% |
| INTECH INVESTMENT MANAGEMENT LLC | 67,627 | +34,036 | $4.9M | +$2.3M | 101.3% |
| PRUDENTIAL FINANCIAL INC | 166,138 | +38,918 | $12.1M | +$2.3M | 30.6% |
| TUDOR INVESTMENT CORP ET AL | 69,178 | +29,255 | $5.1M | +$2.0M | 73.3% |
| KENNEDY CAPITAL MANAGEMENT LLC | 670,489 | +13,476 | $49.0M | -$1.9M | 2.0% |
| Qube Research & Technologies Ltd | 51,499 | +25,969 | $3.8M | +$1.8M | 101.7% |
| Summit Trail Advisors, LLC | 38,005 | +21,802 | $2.8M | +$1.5M | 134.6% |
| Gotham Asset Management, LLC | 38,214 | +19,760 | $2.8M | +$1.4M | 107.1% |
| Legato Capital Management LLC | 41,396 | +17,311 | $3.0M | +$1.2M | 71.9% |
| Edgestream Partners, L.P. | 47,170 | +16,072 | $3.4M | +$1.0M | 51.7% |
| Allspring Global Investments Holdings, LLC | 753,695 | +59,828 | $57.3M | +$975.3K | 8.6% |
| BARCLAYS PLC | 193,468 | +46,597 | $10.4M | -$947.6K | 31.7% |
| Tidal Investments LLC | 16,285 | +13,013 | $1.2M | +$935.7K | 397.7% |
| CASTLEARK MANAGEMENT LLC | 118,458 | +16,990 | $8.6M | +$795.0K | 16.7% |
| Quantinno Capital Management LP | 66,606 | +13,875 | $4.9M | +$781.5K | 26.3% |
| FEDERATED HERMES, INC. | 10,341 | +10,266 | $755.0K | +$749.2K | 13688.0% |
| LPL Financial LLC | 64,423 | +12,908 | $4.7M | +$716.3K | 25.1% |
| Corient Private Wealth LLC | 15,622 | +9,867 | $1.1M | +$700.0K | 171.4% |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 21,187 | +10,015 | $1.5M | +$682.1K | 89.6% |
| OBERWEIS ASSET MANAGEMENT INC/ | 414,040 | +15,540 | $30.2M | -$614.8K | 3.9% |
| US BANCORP \DE\ | 10,250 | +8,012 | $748.4K | +$575.1K | 358.0% |
| Future Fund LLC | 29,280 | +8,893 | $2.1M | +$559.8K | 43.6% |
| One Capital Management, LLC | 29,300 | +8,893 | $2.1M | +$559.7K | 43.6% |
| Bank of New York Mellon Corp | 322,300 | +11,179 | $23.5M | -$549.6K | 3.6% |
| AQR CAPITAL MANAGEMENT LLC | 41,776 | +7,447 | $3.1M | +$458.9K | 21.7% |
| Verition Fund Management LLC | 14,900 | +6,709 | $1.1M | +$453.9K | 81.9% |
| UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC | 115,635 | +907 | $8.4M | -$437.4K | 0.8% |
| Vontobel Holding Ltd. | 7,505 | +4,910 | $547.9K | +$347.1K | 189.2% |
| CAPTRUST FINANCIAL ADVISORS | 19,165 | +5,426 | $1.4M | +$335.8K | 39.5% |
| CAPSTONE INVESTMENT ADVISORS, LLC | 6,939 | +4,255 | $506.6K | +$298.9K | 158.5% |
| Vident Advisory, LLC | 121,888 | +3,382 | $8.9M | -$273.3K | 2.9% |
| Steward Partners Investment Advisory, LLC | 4,061 | +3,761 | $296.5K | +$273.3K | 1253.7% |
| UBS Group AG | 251,229 | +10,880 | $18.3M | -$260.8K | 4.5% |
| Cresset Asset Management, LLC | 28,874 | +4,813 | $2.1M | +$245.8K | 20.0% |
| Penn Capital Management Company, LLC | 191,883 | +7,729 | $14.0M | -$245.4K | 4.2% |
| ENVESTNET ASSET MANAGEMENT INC | 24,147 | +4,366 | $1.8M | +$231.9K | 22.1% |
| Creative Planning | 29,397 | +4,583 | $2.1M | +$225.7K | 18.5% |
| DANSKE BANK A/S | 2,946 | +2,646 | $215.1K | +$191.9K | 882.0% |
| Walleye Capital LLC | 6,126 | +2,761 | $447.3K | +$186.8K | 82.0% |
| Swiss National Bank | 106,500 | +8,100 | $7.8M | +$159.4K | 8.2% |
| JANUS HENDERSON GROUP PLC | 23,484 | +3,059 | $1.7M | +$134.6K | 15.0% |
| Smartleaf Asset Management LLC | 2,094 | +1,804 | $154.6K | +$132.8K | 622.1% |
| Vanguard Personalized Indexing Management, LLC | 5,843 | +1,872 | $426.6K | +$119.2K | 47.1% |
| Pathstone Holdings, LLC | 30,606 | +201 | $2.2M | -$118.8K | 0.7% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 5,768 | +1,243 | $495.6K | +$117.9K | 27.5% |
| BLAIR WILLIAM & CO/IL | 83,772 | +3,252 | $6.1M | -$116.1K | 4.0% |
| Hennion & Walsh Asset Management, Inc. | 31,022 | +3,226 | $2.3M | +$113.5K | 11.6% |
| Portolan Capital Management, LLC | 46,348 | +1,484 | $3.4M | -$88.6K | 3.3% |
| D. E. Shaw & Co., Inc. | 58,555 | +4,446 | $4.3M | +$87.1K | 8.2% |
| STIFEL FINANCIAL CORP | 18,515 | +2,163 | $1.4M | +$86.1K | 13.2% |
| Intrua Financial, LLC | 4,017 | +1,288 | $293.3K | +$82.1K | 47.2% |
| NEW YORK STATE COMMON RETIREMENT FUND | 139,282 | +8,691 | $10.2M | +$61.2K | 6.7% |
| Arizona State Retirement System | 15,211 | +195 | $1.1M | -$51.7K | 1.3% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 6,730 | +995 | $491.4K | +$47.5K | 17.3% |
| CIBC Private Wealth Group LLC | 2,454 | +682 | $179.2K | +$42.0K | 38.5% |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 12,058 | +187 | $880.4K | -$38.5K | 1.6% |
| Neo Ivy Capital Management | 10,960 | +1,116 | $800.2K | +$38.3K | 11.3% |
| GRIMES & COMPANY, INC. | 4,994 | +774 | $364.6K | +$38.0K | 18.3% |
| QUADRANT CAPITAL GROUP LLC | 7,702 | +5 | $562.3K | -$33.4K | 0.1% |
| FIL Ltd | 14,598 | +402 | $1.1M | -$33.0K | 2.8% |
| Cerity Partners LLC | 59,556 | +3,754 | $4.3M | +$29.1K | 6.7% |
| COOKSON PEIRCE & CO INC | 16,538 | +631 | $1.2M | -$23.8K | 4.0% |
| Maryland State Retirement & Pension System | 7,714 | +134 | $563.2K | -$23.5K | 1.8% |
| Pictet Asset Management Holding SA | 8,241 | +750 | $601.7K | +$21.9K | 10.0% |
| ProShare Advisors LLC | 10,134 | +312 | $739.9K | -$20.3K | 3.2% |
| TD Asset Management Inc | 32,540 | +1,586 | $2.4M | -$20.1K | 5.1% |
| KLP KAPITALFORVALTNING AS | 11,500 | +400 | $839.6K | -$19.5K | 3.6% |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 51,224 | +2,697 | $3.7M | -$16.1K | 5.5% |
| Crossmark Global Holdings, Inc. | 3,696 | +415 | $269.8K | +$15.9K | 12.6% |
| Focus Partners Wealth | 7,134 | +205 | $520.9K | -$15.5K | 3.0% |
| State of Wyoming | 1,396 | +272 | $101.9K | +$14.9K | 24.2% |
| XPONANCE, INC. | 4,091 | +40 | $298.7K | -$14.9K | 1.0% |
| Rockefeller Capital Management L.P. | 653 | +228 | $47.7K | +$14.8K | 53.6% |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 16,307 | +775 | $1.2M | -$11.6K | 5.0% |
| Larson Financial Group LLC | 204 | +117 | $14.9K | +$8.2K | 134.5% |
| BESSEMER GROUP INC | 399,496 | +125,194 | $29.2K | +$7.9K | 45.6% |
| Aster Capital Management (DIFC) Ltd | 141 | +101 | $10.3K | +$7.2K | 252.5% |
| GAMMA Investing LLC | 1,781 | +181 | $130.0K | +$6.2K | 11.3% |
| Penserra Capital Management LLC | 80,565 | +78,693 | $5.9K | +$5.7K | 4203.7% |
| Prestige Wealth Management Group LLC | 156 | +117 | $8.4K | +$5.4K | 300.0% |
| T. Rowe Price Investment Management, Inc. | 1,542,851 | +21,182 | $112.6K | -$5.1K | 1.4% |
| SIGNATUREFD, LLC | 804 | +107 | $58.7K | +$4.8K | 15.3% |
| Farther Finance Advisors, LLC | 134 | +66 | $9.8K | +$4.5K | 97.0% |
| ALLIANCEBERNSTEIN L.P. | 60,816 | +3,391 | $4.4M | -$4.5K | 5.9% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 867,670 | +1,593 | $63.3K | -$3.7K | 0.2% |
| NorthCrest Asset Manangement, LLC | 3,258 | +45 | $264.8K | -$3.3K | 1.4% |
| Illinois Municipal Retirement Fund | 26,540 | +1,544 | $1.9M | +$3.0K | 6.2% |
| VAN ECK ASSOCIATES CORP | 725,387 | +4,531 | $53.0K | -$2.8K | 0.6% |
| Fortitude Family Office, LLC | 116 | +33 | $8.5K | +$2.0K | 39.8% |
| Annis Gardner Whiting Capital Advisors, LLC | 31 | +15 | $2.3K | +$1.0K | 93.8% |
| UMB Bank, n.a. | 271 | +3 | $19.8K | -$957 | 1.1% |
| JFS WEALTH ADVISORS, LLC | 52 | +13 | $3.8K | +$778 | 33.3% |
| Bare Financial Services, Inc | 125 | +17 | $9.1K | +$767 | 15.7% |
| SG Americas Securities, LLC | 22,227 | +11,123 | $1.6K | +$764 | 100.2% |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | 323 | +9 | $23.6K | -$722 | 2.9% |
| MassMutual Private Wealth & Trust, FSB | 168 | +18 | $12.3K | +$656 | 12.0% |
| Parallel Advisors, LLC | 181 | +17 | $13.2K | +$521 | 10.4% |
| State of Alaska, Department of Revenue | 38,442 | +8,365 | $2.8K | +$478 | 27.8% |
| ROTHSCHILD INVESTMENT LLC | 88 | +3 | $6.4K | -$154 | 3.5% |
| Bay Harbor Wealth Management, LLC | 8 | +2 | $584 | +$120 | 33.3% |
| AMALGAMATED BANK | 15,299 | +49 | $1.1K | -$63 | 0.3% |
| HANTZ FINANCIAL SERVICES, INC. | 254 | +188 | $19 | +$14 | 284.8% |
| CANADA LIFE ASSURANCE Co | 45,327 | +1,286 | $3.3K | -$6 | 2.9% |
| CWM, LLC | 8,039 | +379 | $587 | -$6 | 4.9% |