13F QoQ Ownership Changes
MYO Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 20 new · 27 added · 29 reduced · 9 exited
New Positions(20)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| Jefferies Financial Group Inc. | 704,275 | +704,275 | $640.9K | +$640.9K | — |
| PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. | 185,433 | +185,433 | $168.7K | +$168.7K | — |
| XTX Topco Ltd | 162,324 | +162,324 | $147.7K | +$147.7K | — |
| SEI INVESTMENTS CO | 147,784 | +147,784 | $134.5K | +$134.5K | — |
| JANE STREET GROUP, LLC | 70,620 | +70,620 | $64.3K | +$64.3K | — |
| TWO SIGMA SECURITIES, LLC | 15,421 | +15,421 | $14.0K | +$14.0K | — |
| IEQ CAPITAL, LLC | 12,515 | +12,515 | $11.4K | +$11.4K | — |
| Creative Planning | 11,814 | +11,814 | $10.8K | +$10.8K | — |
| NEUBERGER BERMAN GROUP LLC | 11,136 | +11,136 | $10.1K | +$10.1K | — |
| IFP Advisors, Inc | 2,213 | +2,213 | $2.0K | +$2.0K | — |
| GROUP ONE TRADING LLC | 2,012 | +2,012 | $1.8K | +$1.8K | — |
| GAMMA Investing LLC | 508 | +508 | $462 | +$462 | — |
| GSA CAPITAL PARTNERS LLP | 238,740 | +238,740 | $217 | +$217 | — |
| PNC Financial Services Group, Inc. | 96 | +96 | $87 | +$87 | — |
| Transamerica Financial Advisors, LLC | 76 | +76 | $69 | +$69 | — |
| Allworth Financial LP | 44 | +44 | $41 | +$41 | — |
| True Wealth Design, LLC | 37 | +37 | $34 | +$34 | — |
| ROTHSCHILD INVESTMENT LLC | 29 | +29 | $26 | +$26 | — |
| Sunbelt Securities, Inc. | 25 | +25 | $23 | +$23 | — |
| Virtu Financial LLC | 14,083 | +14,083 | $13 | +$13 | — |
Added To(27)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| UBS Group AG | 559,469 | +350,677 | $509.1K | +$322.9K | 167.9% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 235,322 | +181,450 | $214.1K | +$166.1K | 336.8% |
| MORGAN STANLEY | 358,454 | +175,905 | $326.2K | +$163.4K | 96.4% |
| Nuveen, LLC | 370,325 | +147,784 | $337.0K | +$138.5K | 66.4% |
| AQR CAPITAL MANAGEMENT LLC | 434,376 | +140,427 | $395.3K | +$133.1K | 47.8% |
| Rosalind Advisors, Inc. | 3,839,772 | +48,984 | $3.5M | +$112.8K | 1.3% |
| LPL Financial LLC | 177,000 | +101,000 | $161.1K | +$93.3K | 132.9% |
| VANGUARD GROUP INC | 1,556,600 | +71,527 | $1.4M | +$91.8K | 4.8% |
| BARCLAYS PLC | 57,598 | +13,221 | $124.4K | +$84.8K | 29.8% |
| BlackRock, Inc. | 1,712,779 | +48,437 | $1.6M | +$74.0K | 2.9% |
| FMR LLC | 66,216 | +42,496 | $60.3K | +$39.1K | 179.2% |
| STATE STREET CORP | 399,853 | +19,563 | $363.9K | +$24.6K | 5.1% |
| SIMPLEX TRADING, LLC | 23,517 | +23,487 | $21.4K | +$21.4K | 78290.0% |
| WELLS FARGO & COMPANY/MN | 38,707 | +19,646 | $35.2K | +$18.2K | 103.1% |
| CITADEL ADVISORS LLC | 35,600 | +18,600 | $32.4K | +$17.2K | 109.4% |
| Abel Hall, LLC | 22,017 | +10,732 | $20.0K | +$10.0K | 95.1% |
| Summit Financial Strategies, Inc. | 25,000 | +10,000 | $22.8K | +$9.4K | 66.7% |
| Clearstead Advisors, LLC | 425,604 | +4 | $387.3K | +$7.7K | 0.0% |
| CITIGROUP INC | 6,700 | +4,248 | $6.1K | +$3.9K | 173.2% |
| Russell Investments Group, Ltd. | 5,442 | +2,353 | $5.0K | +$2.2K | 76.2% |
| BNP PARIBAS FINANCIAL MARKETS | 7,664 | +1,425 | $7.0K | +$1.4K | 22.8% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 15,401 | +348 | $14.0K | +$588 | 2.3% |
| Invesco Ltd. | 17,236 | +127 | $15.7K | +$424 | 0.7% |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 2,181 | +148 | $2.0K | +$172 | 7.3% |
| Sterling Capital Management LLC | 202 | +127 | $184 | +$117 | 169.3% |
| EverSource Wealth Advisors, LLC | 226 | +25 | $206 | +$27 | 12.4% |
| CWM, LLC | 5,183 | +3,635 | $5 | +$4 | 234.8% |
Reduced(29)
Sold Out(9)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| RENAISSANCE TECHNOLOGIES LLC | 0 | -712,094 | $0 | -$635.2K | — |
| Soleus Capital Management, L.P. | 0 | -704,275 | $0 | -$628.2K | — |
| CORSAIR CAPITAL MANAGEMENT, L.P. | 0 | -100,000 | $0 | -$89.2K | — |
| Dauntless Investment Group, LLC | 0 | -55,485 | $0 | -$49.5K | — |
| TWO SIGMA INVESTMENTS, LP | 0 | -18,890 | $0 | -$16.9K | — |
| R Squared Ltd | 0 | -18,540 | $0 | -$16.5K | — |
| Squarepoint Ops LLC | 0 | -13,328 | $0 | -$11.9K | — |
| Fortitude Family Office, LLC | 0 | -907 | $0 | -$809 | — |
| Arax Advisory Partners | 0 | -746 | $0 | -$666 | — |