13F QoQ Ownership Changes
NMAX Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 46 new · 50 added · 104 reduced · 27 exited
New Positions(46)
Added To(50)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| BlackRock, Inc. | 2,446,637 | +1,906,588 | $18.9M | +$12.2M | 353.0% |
| STATE STREET CORP | 628,315 | +527,126 | $4.9M | +$3.6M | 520.9% |
| UBS Group AG | 421,342 | +412,173 | $3.3M | +$3.1M | 4495.3% |
| GOLDMAN SACHS GROUP INC | 458,679 | +418,199 | $3.5M | +$3.0M | 1033.1% |
| GEODE CAPITAL MANAGEMENT, LLC | 574,465 | +440,577 | $4.4M | +$2.8M | 329.1% |
| VANGUARD GROUP INC | 286,832 | +222,245 | $2.2M | +$1.4M | 344.1% |
| NORTHERN TRUST CORP | 268,543 | +163,411 | $2.1M | +$772.2K | 155.4% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 117,759 | +90,209 | $910.3K | +$568.7K | 327.4% |
| Bank of New York Mellon Corp | 105,492 | +82,634 | $815.5K | +$532.0K | 361.5% |
| CANADA PENSION PLAN INVESTMENT BOARD | 155,788 | +17,852 | $1.2M | -$506.2K | 12.9% |
| BANK OF AMERICA CORP /DE/ | 114,735 | +81,811 | $886.9K | +$478.6K | 248.5% |
| COMMONWEALTH EQUITY SERVICES, LLC | 46,200 | +1,302 | $357.1K | +$356.6K | 2.9% |
| RAYMOND JAMES FINANCIAL INC | 68,444 | +1,232 | $529.1K | -$304.4K | 1.8% |
| OSAIC HOLDINGS, INC. | 69,622 | +4,950 | $538.2K | -$297.5K | 7.7% |
| WELLS FARGO & COMPANY/MN | 64,157 | +42,560 | $495.9K | +$228.1K | 197.1% |
| DEUTSCHE BANK AG\ | 32,841 | +27,632 | $253.9K | +$189.3K | 530.5% |
| MORGAN STANLEY | 147,609 | +40,406 | $1.1M | -$188.3K | 37.7% |
| Engineers Gate Manager LP | 41,793 | +28,079 | $323.1K | +$153.0K | 204.7% |
| RHUMBLINE ADVISERS | 38,790 | +24,552 | $299.8K | +$123.3K | 172.4% |
| MetLife Investment Management, LLC | 27,253 | +20,023 | $210.7K | +$121.0K | 276.9% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 37,359 | +5,567 | $292.5K | -$110.3K | 17.5% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 22,050 | +16,936 | $170.4K | +$107.0K | 331.2% |
| FINANCIAL CONSULATE, INC | 13,640 | +13,613 | $105.4K | +$105.1K | 50418.5% |
| GROUP ONE TRADING LLC | 69,420 | +34,263 | $536.6K | +$100.7K | 97.5% |
| Aptus Capital Advisors, LLC | 19,484 | +1,599 | $150.6K | -$71.2K | 8.9% |
| Busey Bank | 14,978 | +1,376 | $115.8K | -$52.9K | 10.1% |
| BNP PARIBAS FINANCIAL MARKETS | 10,445 | +8,179 | $80.7K | +$52.6K | 360.9% |
| FMR LLC | 8,013 | +6,946 | $61.9K | +$48.7K | 651.0% |
| Police & Firemen's Retirement System of New Jersey | 11,910 | +8,290 | $92.1K | +$47.2K | 229.0% |
| Foundations Investment Advisors, LLC | 13,048 | +1,711 | $100.9K | -$39.7K | 15.1% |
| HARBOUR INVESTMENTS, INC. | 8,476 | +200 | $65.5K | -$37.1K | 2.4% |
| Russell Investments Group, Ltd. | 6,096 | +5,171 | $47.1K | +$35.7K | 559.0% |
| Creative Planning | 60,079 | +20,948 | $464.4K | -$20.8K | 53.5% |
| Legal & General Group Plc | 4,251 | +3,250 | $32.8K | +$20.4K | 324.7% |
| Ameritas Investment Partners, Inc. | 3,856 | +3,080 | $29.8K | +$20.2K | 396.9% |
| JONES FINANCIAL COMPANIES LLLP | 20,382 | +6,444 | $157.6K | -$18.9K | 46.2% |
| MERCER GLOBAL ADVISORS INC /ADV | 19,885 | +8,966 | $152.7K | +$17.3K | 82.1% |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 2,924 | +2,449 | $22.6K | +$16.7K | 515.6% |
| AXQ CAPITAL, LP | 20,682 | +9,117 | $159.9K | +$16.5K | 78.8% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 23,808 | +10,294 | $184.0K | +$16.5K | 76.2% |
| Sterling Capital Management LLC | 2,738 | +1,978 | $21.2K | +$11.7K | 260.3% |
| MAI Capital Management | 1,753 | +1,453 | $13.6K | +$9.8K | 484.3% |
| CITIGROUP INC | 1,075 | +936 | $8.3K | +$6.6K | 673.4% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1,517 | +60 | $11.7K | -$6.3K | 4.1% |
| Vident Advisory, LLC | 31,645 | +11,498 | $244.6K | -$5.2K | 57.1% |
| Cornerstone Planning Group LLC | 375 | +325 | $2.7K | +$2.1K | 650.0% |
| Farther Finance Advisors, LLC | 784 | +409 | $6.1K | +$1.4K | 109.1% |
| Asset Dedication, LLC | 100 | +90 | $773 | +$649 | 900.0% |
| US BANCORP \DE\ | 460 | +160 | $3.6K | -$164 | 53.3% |
| AMALGAMATED BANK | 1,493 | +1,234 | $12 | +$9 | 476.4% |