13F QoQ Ownership Changes
MUSA Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 101 new · 152 added · 273 reduced · 69 exited
New Positions(101)
Added To(152)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| FMR LLC | 1,622,454 | +482,214 | $654.7M | +$212.0M | 42.3% |
| AQR CAPITAL MANAGEMENT LLC | 507,418 | +304,354 | $204.8M | +$125.9M | 149.9% |
| D. E. Shaw & Co., Inc. | 258,358 | +209,392 | $104.3M | +$85.2M | 427.6% |
| MORGAN STANLEY | 318,473 | +99,798 | $128.5M | +$43.6M | 45.6% |
| ONTARIO TEACHERS PENSION PLAN BOARD | 61,179 | +52,941 | $25.9M | +$22.7M | 642.6% |
| FIL Ltd | 105,200 | +46,200 | $42.5M | +$19.5M | 78.3% |
| Balyasny Asset Management L.P. | 42,047 | +41,365 | $17.0M | +$16.7M | 6065.2% |
| Fiera Capital Corp | 132,826 | +31,118 | $53.6M | +$14.1M | 30.6% |
| BANK OF AMERICA CORP /DE/ | 142,357 | +29,042 | $57.4M | +$13.4M | 25.6% |
| GOLDMAN SACHS GROUP INC | 73,178 | +28,150 | $29.5M | +$12.0M | 62.5% |
| Engineers Gate Manager LP | 32,886 | +29,657 | $13.3M | +$12.0M | 918.5% |
| River Road Asset Management, LLC | 506,214 | +7,973 | $204.3M | +$10.8M | 1.6% |
| Recurrent Investment Advisors LLC | 118,606 | +17,664 | $47.7M | +$8.6M | 17.5% |
| Gotham Asset Management, LLC | 47,601 | +18,261 | $19.2M | +$7.8M | 62.2% |
| RAYMOND JAMES FINANCIAL INC | 147,346 | +13,937 | $59.5M | +$7.7M | 10.4% |
| BNP PARIBAS FINANCIAL MARKETS | 79,841 | +3,011 | $35.2M | +$5.4M | 3.9% |
| DIMENSIONAL FUND ADVISORS LP | 300,758 | +1,930 | $121.4M | +$5.3M | 0.6% |
| Lighthouse Investment Partners, LLC | 25,160 | +12,560 | $10.2M | +$5.3M | 99.7% |
| PANAGORA ASSET MANAGEMENT INC | 12,030 | +11,282 | $4.9M | +$4.6M | 1508.3% |
| PEAK6 LLC | 11,926 | +10,630 | $4.8M | +$4.3M | 820.2% |
| Mariner, LLC | 17,228 | +10,402 | $7.0M | +$4.3M | 152.4% |
| IEQ CAPITAL, LLC | 10,879 | +9,972 | $4.4M | +$4.0M | 1099.4% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 48,913 | +7,845 | $19.7M | +$3.8M | 19.1% |
| HighTower Advisors, LLC | 146,878 | +2,137 | $59.3M | +$3.1M | 1.5% |
| ALLIANCEBERNSTEIN L.P. | 154,816 | +1,160 | $62.5M | +$2.8M | 0.8% |
| Quantinno Capital Management LP | 12,338 | +6,614 | $5.0M | +$2.8M | 115.5% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 130,897 | +1,505 | $52.8M | +$2.6M | 1.2% |
| COMERICA BANK | 15,830 | +6,007 | $6.4M | +$2.6M | 61.1% |
| SEI INVESTMENTS CO | 18,346 | +5,851 | $7.4M | +$2.6M | 46.8% |
| Creative Planning | 8,934 | +5,980 | $3.6M | +$2.5M | 202.4% |
| Cerity Partners LLC | 7,147 | +5,949 | $2.9M | +$2.4M | 496.6% |
| JANE STREET GROUP, LLC | 51,162 | +3,888 | $20.6M | +$2.3M | 8.2% |
| CenterBook Partners LP | 9,329 | +5,525 | $3.8M | +$2.3M | 145.2% |
| AMERICAN CENTURY COMPANIES INC | 66,878 | +3,240 | $27.0M | +$2.3M | 5.1% |
| Flavin Financial Services, Inc. | 5,819 | +4,033 | $2.6M | +$1.9M | 225.8% |
| Callan Family Office, LLC | 8,278 | +3,915 | $3.3M | +$1.6M | 89.7% |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 8,623 | +3,589 | $3.5M | +$1.5M | 71.3% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 9,079 | +2,832 | $3.9M | +$1.5M | 45.3% |
| Empowered Funds, LLC | 15,901 | +2,980 | $6.4M | +$1.4M | 23.1% |
| VELA Investment Management, LLC | 9,765 | +3,051 | $3.9M | +$1.3M | 45.4% |
| MERCER GLOBAL ADVISORS INC /ADV | 5,398 | +3,184 | $2.2M | +$1.3M | 143.8% |
| CANADA PENSION PLAN INVESTMENT BOARD | 26,300 | +2,200 | $10.6M | +$1.3M | 9.1% |
| Bridgewater Associates, LP | 10,016 | +2,821 | $4.0M | +$1.2M | 39.2% |
| Corient Private Wealth LLC | 4,926 | +2,530 | $1.9M | +$958.4K | 105.6% |
| IPG Investment Advisors LLC | 30,133 | +1,064 | $12.2M | +$872.9K | 3.7% |
| NEW YORK STATE COMMON RETIREMENT FUND | 33,878 | +500 | $13.7M | +$711.1K | 1.5% |
| Inspire Investing, LLC | 6,432 | +1,488 | $2.6M | +$675.9K | 30.1% |
| Pathstone Holdings, LLC | 7,104 | +1,406 | $2.9M | +$654.3K | 24.7% |
| FEDERATED HERMES, INC. | 11,853 | +1,146 | $4.8M | +$625.8K | 10.7% |
| Mustard Seed Financial, LLC | 2,515 | +1,450 | $1.0M | +$601.4K | 136.2% |
| CAPTRUST FINANCIAL ADVISORS | 2,675 | +1,399 | $1.1M | +$583.7K | 109.6% |
| WHITTIER TRUST CO | 14,032 | +365 | $6.0M | +$573.2K | 2.7% |
| Texas Yale Capital Corp. | 7,046 | +1,115 | $2.8M | +$540.4K | 18.8% |
| Man Group plc | 6,423 | +1,103 | $2.6M | +$526.3K | 20.7% |
| Applied Capital LLC/FL | 1,906 | +1,227 | $769.1K | +$505.5K | 180.7% |
| Wedmont Private Capital | 1,921 | +942 | $818.3K | +$444.1K | 96.2% |
| FIRST TRUST ADVISORS LP | 20,041 | +351 | $8.1M | +$442.1K | 1.8% |
| Aptus Capital Advisors, LLC | 22,754 | +154 | $9.2M | +$407.0K | 0.7% |
| QUADRANT CAPITAL GROUP LLC | 1,621 | +957 | $654.1K | +$396.3K | 144.1% |
| COMMONWEALTH EQUITY SERVICES, LLC | 905 | +70 | $365.3K | +$365.0K | 8.4% |
| OCCUDO QUANTITATIVE STRATEGIES LP | 2,983 | +776 | $1.2M | +$346.8K | 35.2% |
| AlphaQuest LLC | 893 | +822 | $360.3K | +$332.8K | 1157.7% |
| Walleye Capital LLC | 2,699 | +649 | $1.1M | +$293.2K | 31.6% |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 5,697 | +521 | $2.3M | +$289.2K | 10.1% |
| WHITTIER TRUST CO OF NEVADA INC | 7,502 | +106 | $3.2M | +$271.2K | 1.4% |
| STEPHENS INC /AR/ | 16,121 | +60 | $6.5M | +$269.3K | 0.4% |
| JOHNSON INVESTMENT COUNSEL INC | 5,979 | +446 | $2.4M | +$264.4K | 8.1% |
| Vident Advisory, LLC | 2,236 | +483 | $902.3K | +$221.7K | 27.6% |
| JANUS HENDERSON GROUP PLC | 8,208 | +209 | $3.3M | +$207.3K | 2.6% |
| DEUTSCHE BANK AG\ | 11,325 | +50 | $4.6M | +$192.2K | 0.4% |
| AE Wealth Management LLC | 1,538 | +410 | $620.5K | +$182.6K | 36.3% |
| Integrated Wealth Concepts LLC | 965 | +424 | $389.4K | +$179.3K | 78.4% |
| Illinois Municipal Retirement Fund | 10,653 | +35 | $4.3M | +$176.2K | 0.3% |
| BANK OF MONTREAL /CAN/ | 2,719 | +321 | $1.1M | +$166.1K | 13.4% |
| M&T Bank Corp | 1,909 | +347 | $770.4K | +$164.0K | 22.2% |
| GAMMA Investing LLC | 1,584 | +331 | $639.2K | +$152.7K | 26.4% |
| Caerus Investment Advisors, LLC | 883 | +358 | $356.3K | +$152.5K | 68.2% |
| NISA INVESTMENT ADVISORS, LLC | 9,079 | +15 | $3.7M | +$144.4K | 0.2% |
| Global Retirement Partners, LLC | 1,567 | +285 | $632.3K | +$134.6K | 22.2% |
| NewEdge Advisors, LLC | 1,744 | +274 | $703.9K | +$133.2K | 18.6% |
| EverSource Wealth Advisors, LLC | 451 | +323 | $182.0K | +$132.3K | 252.3% |
| PNC Financial Services Group, Inc. | 6,392 | +86 | $2.6M | +$130.9K | 1.4% |
| Aster Capital Management (DIFC) Ltd | 348 | +285 | $140.4K | +$116.0K | 452.4% |
| HB Wealth Management, LLC | 857 | +248 | $346.2K | +$109.7K | 40.7% |
| RITHOLTZ WEALTH MANAGEMENT | 1,184 | +226 | $477.9K | +$105.8K | 23.6% |
| Perigon Wealth Management, LLC | 803 | +238 | $324.0K | +$104.7K | 42.1% |
| Versant Capital Management, Inc | 383 | +252 | $154.5K | +$103.7K | 192.4% |
| Resonant Capital Advisors, LLC | 1,333 | +204 | $537.9K | +$99.5K | 18.1% |
| Fifth Third Wealth Advisors LLC | 839 | +201 | $338.6K | +$90.8K | 31.5% |
| Simplicity Wealth,LLC | 745 | +195 | $300.7K | +$87.1K | 35.5% |
| Fortune Financial Advisors, LLC | 2,117 | +141 | $854.2K | +$86.8K | 7.1% |
| Cresset Asset Management, LLC | 1,472 | +147 | $594.0K | +$79.6K | 11.1% |
| Rockefeller Capital Management L.P. | 953 | +156 | $384.7K | +$75.0K | 19.6% |
| Resona Asset Management Co.,Ltd. | 3,060 | +63 | $1.2M | +$71.2K | 2.1% |
| Linden Thomas Advisory Services, LLC | 3,048 | +58 | $1.2M | +$69.0K | 1.9% |
| &PARTNERS | 1,676 | +111 | $676.3K | +$68.6K | 7.1% |
| Krilogy Financial LLC | 997 | +12 | $428.1K | +$67.6K | 1.2% |
| Sequoia Financial Advisors, LLC | 726 | +141 | $293.0K | +$65.7K | 24.1% |
| NICOLET ADVISORY SERVICES, LLC | 646 | +66 | $285.1K | +$63.5K | 11.4% |
| Farther Finance Advisors, LLC | 265 | +148 | $107.0K | +$61.5K | 126.5% |
| Larson Financial Group LLC | 574 | +117 | $231.7K | +$54.2K | 25.6% |
| Wealthspire Advisors, LLC | 683 | +109 | $275.6K | +$52.7K | 19.0% |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 131 | +127 | $52.9K | +$51.3K | 3175.0% |
| SG Americas Securities, LLC | 132,450 | +125,185 | $53.4K | +$50.6K | 1723.1% |
| BEACON INVESTMENT ADVISORS LLC | 2,240 | +33 | $904.0K | +$46.7K | 1.5% |
| MAI Capital Management | 392 | +94 | $158.3K | +$42.5K | 31.5% |
| Cetera Investment Advisers | 1,351 | +54 | $545.4K | +$41.7K | 4.2% |
| AdvisorShares Investments LLC | 1,201 | +58 | $484.6K | +$40.8K | 5.1% |
| GRIMES & COMPANY, INC. | 2,634 | +1 | $1.1M | +$40.5K | 0.0% |
| Sterling Capital Management LLC | 122 | +95 | $49.2K | +$38.7K | 351.9% |
| Avidian Wealth Enterprises, LLC | 995 | +58 | $401.5K | +$37.7K | 6.2% |
| Resolute Wealth Strategies, LLC | 1,234 | +48 | $498.1K | +$37.4K | 4.0% |
| BLAIR WILLIAM & CO/IL | 1,134 | +51 | $457.7K | +$37.1K | 4.7% |
| Vanguard Personalized Indexing Management, LLC | 2,078 | +24 | $838.5K | +$36.5K | 1.2% |
| NBC SECURITIES, INC. | 1,752 | +24 | $707.0K | +$36.1K | 1.4% |
| Tower Research Capital LLC (TRC) | 1,000 | +52 | $403.5K | +$35.5K | 5.5% |
| JONES FINANCIAL COMPANIES LLLP | 543 | +71 | $218.9K | +$33.5K | 15.0% |
| Optimize Financial Inc | 1,559 | +20 | $629.1K | +$31.6K | 1.3% |
| Enhancing Capital LLC | 1,132 | +23 | $456.9K | +$26.2K | 2.1% |
| Prestige Wealth Management Group LLC | 66 | +55 | $30.0K | +$25.8K | 500.0% |
| Rafferty Asset Management, LLC | 1,232 | +17 | $497.1K | +$25.4K | 1.4% |
| Parallel Advisors, LLC | 175 | +52 | $70.6K | +$22.9K | 42.3% |
| VERUS CAPITAL PARTNERS, LLC | 603 | +35 | $243.3K | +$22.8K | 6.2% |
| World Investment Advisors | 1,075 | +20 | $431.8K | +$22.0K | 1.9% |
| Savant Capital, LLC | 1,005 | +17 | $405.5K | +$21.9K | 1.7% |
| WPG Advisers, LLC | 82 | +49 | $33.1K | +$20.3K | 148.5% |
| True Wealth Design, LLC | 47 | +41 | $19.0K | +$16.6K | 683.3% |
| HUNTINGTON NATIONAL BANK | 62 | +32 | $25.0K | +$13.4K | 106.7% |
| FIFTH THIRD BANCORP | 200 | +23 | $80.7K | +$12.0K | 13.0% |
| MassMutual Private Wealth & Trust, FSB | 62 | +28 | $25.0K | +$11.8K | 82.3% |
| SJS Investment Consulting Inc. | 31 | +28 | $12.5K | +$11.3K | 933.3% |
| Fisher Asset Management, LLC | 611 | +4 | $246.8K | +$10.8K | 0.7% |
| SIGNATUREFD, LLC | 275 | +15 | $111.0K | +$10.0K | 5.8% |
| STEINBERGANNA WEALTH MANAGEMENT | 614 | +1 | $247.7K | +$9.8K | 0.2% |
| Quent Capital, LLC | 39 | +15 | $15.7K | +$6.4K | 62.5% |
| Parkside Financial Bank & Trust | 249 | +6 | $100.5K | +$6.1K | 2.5% |
| Solstein Capital, LLC | 45 | +7 | $18.2K | +$3.4K | 18.4% |
| HRT FINANCIAL LP | 28,591 | +7,042 | $11.5K | +$3.2K | 32.7% |
| JFS WEALTH ADVISORS, LLC | 95 | +4 | $38.3K | +$3.0K | 4.4% |
| CWM, LLC | 11,595 | +5,968 | $4.7K | +$2.5K | 106.1% |
| Root Financial Partners, LLC | 40 | +2 | $16.1K | +$1.4K | 5.3% |
| CoreCap Advisors, LLC | 25 | +2 | $10.1K | +$1.2K | 8.7% |
| GSA CAPITAL PARTNERS LLP | 3,943 | +2,007 | $1.6K | +$839 | 103.7% |
| Virtu Financial LLC | 2,444 | +1,704 | $986 | +$699 | 230.3% |
| Transamerica Financial Advisors, LLC | 3 | +1 | $1.4K | +$591 | 50.0% |
| Cromwell Holdings LLC | 2 | +1 | $807 | +$418 | 100.0% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 14,935 | +203 | $6.0K | +$307 | 1.4% |
| HANTZ FINANCIAL SERVICES, INC. | 341 | +154 | $138 | +$65 | 82.3% |
| PARK AVENUE SECURITIES LLC | 2,978 | +15 | $1.2K | +$52 | 0.5% |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 267 | +67 | $108 | +$30 | 33.5% |
| GW&K Investment Management, LLC | 125 | +53 | $50 | +$22 | 73.6% |
| Covestor Ltd | 90 | +21 | $36 | +$8 | 30.4% |