13F QoQ Ownership Changes
MUR Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 65 new · 130 added · 215 reduced · 42 exited
New Positions(65)
Added To(130)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| FMR LLC | 9,613,392 | +6,263,458 | $300.4M | +$205.2M | 187.0% |
| DIMENSIONAL FUND ADVISORS LP | 7,933,059 | +231,253 | $247.9M | +$29.1M | 3.0% |
| GOLDMAN SACHS GROUP INC | 2,102,334 | +697,865 | $65.7M | +$25.8M | 49.7% |
| AMERICAN CENTURY COMPANIES INC | 4,206,576 | +469,761 | $131.5M | +$25.3M | 12.6% |
| Lighthouse Investment Partners, LLC | 1,547,500 | +572,500 | $48.4M | +$20.7M | 58.7% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 5,572,610 | +143,125 | $174.1M | +$19.9M | 2.6% |
| CITADEL ADVISORS LLC | 1,022,031 | +401,565 | $31.9M | +$14.3M | 64.7% |
| Allianz Asset Management GmbH | 916,759 | +408,747 | $28.6M | +$14.2M | 80.5% |
| Brandywine Global Investment Management, LLC | 327,156 | +254,675 | $10.2M | +$8.2M | 351.4% |
| SEGALL BRYANT & HAMILL, LLC | 930,710 | +148,230 | $29.1M | +$6.9M | 18.9% |
| BARCLAYS PLC | 1,360,529 | +454,083 | $30.6M | +$4.9M | 50.1% |
| Quantbot Technologies LP | 133,726 | +123,974 | $4.2M | +$3.9M | 1271.3% |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | 580,513 | +54,704 | $18.1M | +$3.2M | 10.4% |
| Pacific Heights Asset Management LLC | 550,000 | +50,000 | $17.2M | +$3.0M | 10.0% |
| Cambria Investment Management, L.P. | 291,001 | +16,317 | $9.1M | +$2.9M | 5.9% |
| Susquehanna Portfolio Strategies, LLC | 387,178 | +61,909 | $12.1M | +$2.9M | 19.0% |
| Walleye Capital LLC | 155,036 | +76,836 | $4.8M | +$2.6M | 98.3% |
| WELLS FARGO & COMPANY/MN | 512,415 | +36,948 | $16.0M | +$2.5M | 7.8% |
| Creative Planning | 257,972 | +57,830 | $8.1M | +$2.4M | 28.9% |
| PEAK6 LLC | 93,130 | +67,924 | $2.9M | +$2.2M | 269.5% |
| Gotham Asset Management, LLC | 61,957 | +45,556 | $1.9M | +$1.5M | 277.8% |
| FEDERATED HERMES, INC. | 130,772 | +35,819 | $4.1M | +$1.4M | 37.7% |
| California Public Employees Retirement System | 264,833 | +19,611 | $8.3M | +$1.3M | 8.0% |
| AlphaQuest LLC | 32,143 | +29,454 | $1.0M | +$928.1K | 1095.3% |
| Swiss National Bank | 267,300 | +4,500 | $8.4M | +$887.0K | 1.7% |
| Aquatic Capital Management LLC | 60,504 | +22,279 | $1.9M | +$804.8K | 58.3% |
| UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC | 204,694 | +6,670 | $6.4M | +$770.8K | 3.4% |
| OPPENHEIMER ASSET MANAGEMENT INC. | 240,468 | +2,818 | $7.5M | +$763.0K | 1.2% |
| Quantinno Capital Management LP | 60,115 | +15,438 | $1.9M | +$609.3K | 34.5% |
| Corient Private Wealth LLC | 32,972 | +19,067 | $995.0K | +$600.0K | 137.1% |
| DEUTSCHE BANK AG\ | 180,206 | +1,128 | $5.6M | +$543.8K | 0.6% |
| Cerity Partners LLC | 41,886 | +12,376 | $1.3M | +$470.6K | 41.9% |
| JANUS HENDERSON GROUP PLC | 63,297 | +9,709 | $2.0M | +$454.8K | 18.1% |
| IEQ CAPITAL, LLC | 96,254 | +5,929 | $3.0M | +$441.8K | 6.6% |
| Edgestream Partners, L.P. | 150,547 | +275 | $4.7M | +$435.4K | 0.2% |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 46,058 | +9,963 | $1.4M | +$413.9K | 27.6% |
| Sequoia Financial Advisors, LLC | 39,933 | +9,852 | $1.2M | +$393.3K | 32.8% |
| RENAISSANCE TECHNOLOGIES LLC | 52,237 | +7,637 | $1.6M | +$365.3K | 17.1% |
| U.S. Capital Wealth Advisors, LLC | 25,586 | +9,554 | $799.6K | +$344.1K | 59.6% |
| Simmons Bank | 80,266 | +3,837 | $2.5M | +$337.0K | 5.0% |
| Baird Financial Group, Inc. | 109,089 | +313 | $3.4M | +$318.7K | 0.3% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 71,209 | +2,514 | $2.2M | +$273.7K | 3.6% |
| Russell Investments Group, Ltd. | 53,131 | +4,126 | $1.7M | +$269.9K | 8.4% |
| Brooklyn Investment Group | 21,675 | +6,861 | $683.2K | +$262.3K | 46.3% |
| Squarepoint Ops LLC | 45,300 | +2,200 | $1.4M | +$191.2K | 5.1% |
| GF FUND MANAGEMENT CO. LTD. | 39,188 | +2,798 | $1.2M | +$190.8K | 7.7% |
| &PARTNERS | 13,504 | +5,359 | $418.7K | +$187.6K | 65.8% |
| NISA INVESTMENT ADVISORS, LLC | 64,487 | +82 | $2.0M | +$185.5K | 0.1% |
| M&T Bank Corp | 25,559 | +3,721 | $798.3K | +$177.4K | 17.0% |
| MML INVESTORS SERVICES, LLC | 29,005 | +2,531 | $906.4K | +$154.3K | 9.6% |
| Empowered Funds, LLC | 49,066 | +418 | $1.5M | +$151.2K | 0.8% |
| Mustard Seed Financial, LLC | 22,973 | +2,895 | $717.9K | +$147.5K | 14.4% |
| Cetera Investment Advisers | 45,662 | +401 | $1.4M | +$141.1K | 0.9% |
| MOODY NATIONAL BANK TRUST DIVISION | 42,414 | +490 | $1.3M | +$134.4K | 1.2% |
| GAMMA Investing LLC | 21,040 | +2,576 | $657.5K | +$132.9K | 13.9% |
| Mariner, LLC | 32,856 | +1,129 | $1.0M | +$126.4K | 3.5% |
| ProShare Advisors LLC | 30,089 | +1,255 | $940.3K | +$121.1K | 4.3% |
| INCEPTIONR LLC | 10,961 | +3,050 | $342.5K | +$117.8K | 38.5% |
| Summit Financial, LLC | 40,216 | +21 | $1.3M | +$114.8K | 0.1% |
| MERCER GLOBAL ADVISORS INC /ADV | 18,768 | +1,873 | $586.5K | +$106.5K | 11.1% |
| Pictet Asset Management Holding SA | 22,660 | +1,472 | $708.1K | +$106.2K | 6.9% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 44,636 | +2,861 | $1.4M | +$106.2K | 6.8% |
| CAPTRUST FINANCIAL ADVISORS | 27,294 | +633 | $852.9K | +$95.5K | 2.4% |
| PNC Financial Services Group, Inc. | 17,376 | +1,621 | $543.0K | +$95.4K | 10.3% |
| Resolute Wealth Strategies, LLC | 30,076 | +273 | $939.9K | +$93.2K | 0.9% |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 30,020 | +115 | $938.1K | +$88.5K | 0.4% |
| NEUBERGER BERMAN GROUP LLC | 23,593 | +679 | $737.3K | +$86.3K | 3.0% |
| Tower Research Capital LLC (TRC) | 8,721 | +2,144 | $272.5K | +$85.7K | 32.6% |
| STRS OHIO | 7,100 | +2,100 | $221.9K | +$79.8K | 42.0% |
| JONES FINANCIAL COMPANIES LLLP | 13,795 | +1,768 | $431.1K | +$69.9K | 14.7% |
| LAZARD ASSET MANAGEMENT LLC | 21,614 | +100 | $675.4K | +$64.2K | 0.5% |
| QUADRANT CAPITAL GROUP LLC | 21,170 | +132 | $661.6K | +$63.9K | 0.6% |
| QRG CAPITAL MANAGEMENT, INC. | 9,463 | +1,252 | $295.7K | +$62.4K | 15.2% |
| Monument Capital Management | 8,495 | +1,115 | $265.5K | +$55.8K | 15.1% |
| Impact Capital Partners LLC | 15,143 | +420 | $473.2K | +$54.9K | 2.9% |
| AE Wealth Management LLC | 10,466 | +824 | $327.1K | +$53.1K | 8.5% |
| NewEdge Wealth, LLC | 10,673 | +73 | $333.5K | +$51.9K | 0.7% |
| SIGNATUREFD, LLC | 11,767 | +453 | $367.7K | +$46.3K | 4.0% |
| Callan Family Office, LLC | 9,431 | +633 | $294.7K | +$44.8K | 7.2% |
| Focus Partners Advisor Solutions, LLC | 8,329 | +761 | $260.3K | +$43.1K | 10.1% |
| Parallel Advisors, LLC | 11,091 | +400 | $346.6K | +$42.9K | 3.7% |
| COLDSTREAM CAPITAL MANAGEMENT INC | 7,877 | +679 | $246.2K | +$41.7K | 9.4% |
| Prestige Wealth Management Group LLC | 1,546 | +1,286 | $47.6K | +$40.2K | 494.6% |
| GREENLEAF TRUST | 8,799 | +516 | $275.0K | +$39.6K | 6.2% |
| Baron Wealth Management LLC | 11,814 | +194 | $369.2K | +$39.0K | 1.7% |
| Paragon Capital Management Ltd | 8,744 | +87 | $273.3K | +$27.3K | 1.0% |
| PACES FERRY WEALTH ADVISORS, LLC | 7,854 | +159 | $245.4K | +$26.8K | 2.1% |
| Farther Finance Advisors, LLC | 1,701 | +717 | $53.2K | +$25.2K | 72.9% |
| ROTHSCHILD INVESTMENT LLC | 617 | +429 | $19.3K | +$13.9K | 228.2% |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 397 | +360 | $12.4K | +$11.4K | 973.0% |
| Root Financial Partners, LLC | 556 | +318 | $17.4K | +$10.6K | 133.6% |
| HRT FINANCIAL LP | 448,027 | +290,582 | $14.0K | +$9.5K | 184.6% |
| Versant Capital Management, Inc | 1,862 | +142 | $58.2K | +$9.3K | 8.3% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1,013 | +189 | $31.7K | +$8.2K | 22.9% |
| EverSource Wealth Advisors, LLC | 1,771 | +82 | $55.3K | +$7.4K | 4.8% |
| NewEdge Advisors, LLC | 2,326 | +13 | $72.7K | +$7.0K | 0.6% |
| Clearstead Advisors, LLC | 639 | +171 | $20.0K | +$6.7K | 36.5% |
| MassMutual Private Wealth & Trust, FSB | 1,949 | +21 | $60.9K | +$6.1K | 1.1% |
| JFS WEALTH ADVISORS, LLC | 263 | +138 | $8.2K | +$4.7K | 110.4% |
| Physician Wealth Advisors, Inc. | 808 | +50 | $25.3K | +$3.7K | 6.6% |
| Parkside Financial Bank & Trust | 395 | +91 | $12.3K | +$3.7K | 29.9% |
| Quent Capital, LLC | 617 | +53 | $19.3K | +$3.3K | 9.4% |
| HUNTINGTON NATIONAL BANK | 662 | +8 | $20.7K | +$2.1K | 1.2% |
| BESSEMER GROUP INC | 672,645 | +3,238 | $21.0K | +$2.0K | 0.5% |
| Bare Financial Services, Inc | 101 | +50 | $3.2K | +$1.7K | 98.0% |
| Blue Trust, Inc. | 338 | +21 | $10.6K | +$1.6K | 6.6% |
| Fortitude Family Office, LLC | 127 | +33 | $4.0K | +$1.3K | 35.1% |
| Caitlin John, LLC | 387 | +4 | $12.1K | +$1.2K | 1.0% |
| SG Americas Securities, LLC | 122,420 | +29,689 | $3.8K | +$1.2K | 32.0% |
| CSM Advisors, LLC | 245,776 | +12,266 | $7.7K | +$1.0K | 5.3% |
| Global Retirement Partners, LLC | 133 | +23 | $4.2K | +$1.0K | 20.9% |
| MPWM ADVISORY SOLUTIONS, LLC | 217 | +2 | $6.8K | +$678 | 0.9% |
| State of Alaska, Department of Revenue | 34,936 | +20,271 | $1.1K | +$674 | 138.2% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 134,460 | +6,370 | $4.2K | +$562 | 5.0% |
| DiNuzzo Private Wealth, Inc. | 22 | +14 | $688 | +$489 | 175.0% |
| South Dakota Investment Council | 122,697 | +4,100 | $3.8K | +$465 | 3.5% |
| Rialto Wealth Management, LLC | 20 | +14 | $625 | +$454 | 233.3% |
| Bay Harbor Wealth Management, LLC | 15 | +12 | $468 | +$383 | 400.0% |
| HARBOR CAPITAL ADVISORS, INC. | 60,438 | +5,779 | $1.9K | +$336 | 10.6% |
| HFM Investment Advisors, LLC | 13 | +9 | $407 | +$293 | 225.0% |
| CANADA LIFE ASSURANCE Co | 81,096 | +1,379 | $2.5K | +$227 | 1.7% |
| Cornerstone Planning Group LLC | 60 | +1 | $1.9K | +$227 | 1.7% |
| HANTZ FINANCIAL SERVICES, INC. | 15,296 | +4,620 | $478 | +$175 | 43.3% |
| Hughes Financial Services, LLC | 50 | +1 | $1.6K | +$153 | 2.0% |
| CWM, LLC | 40,471 | +902 | $1.3K | +$141 | 2.3% |
| Covestor Ltd | 4,677 | +3,323 | $146 | +$108 | 245.4% |
| Retirement Wealth Solutions LLC | 30 | +1 | $938 | +$105 | 3.4% |
| Transamerica Financial Advisors, LLC | 16 | +1 | $500 | +$74 | 6.7% |
| Greenwich Wealth Management LLC | 20,584 | +492 | $643 | +$72 | 2.4% |
| PARK AVENUE SECURITIES LLC | 13,893 | +423 | $434 | +$51 | 3.1% |