FCHI8,141.92-0.19%
GDAXI24,083.53-0.19%
DJI49,167.79-0.13%
XLE56.990.39%
STOXX50E5,860.32-0.39%
XLF51.810.76%
FTSE10,321.09-0.56%
IXIC24,887.100.20%
RUT2,788.190.04%
GSPC7,173.910.12%
Temp28.4°C
UV0
Feels32.1°C
Humidity70%
Wind11.9 km/h
Air QualityAQI 1
Cloud Cover50%
Rain0%
Sunrise06:00 AM
Sunset06:47 PM
Time8:05 PM
13F QoQ Ownership Changes

NODK Institutional Holders

Period 2025-12-31 · prior 2025-09-30 · 8 new · 26 added · 37 reduced · 5 exited

New Positions(8)

ManagerSharesΔ SharesValueΔ Value% Δ
Cornerstone Planning Group LLC313+313$4.2K+$4.2K
UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC146+146$1.9K+$1.9K
IFP Advisors, Inc44+44$591+$591
Torren Management, LLC24+24$319+$319
Allworth Financial LP17+17$227+$227
Transamerica Financial Advisors, LLC9+9$120+$120
MAI Capital Management2+2$27+$27
Farther Finance Advisors, LLC2+2$27+$27

Added To(26)

ManagerSharesΔ SharesValueΔ Value% Δ
GOLDMAN SACHS GROUP INC32,983+17,473$438.7K+$228.4K112.7%
VANGUARD GROUP INC365,840+18,245$4.9M+$152.3K5.2%
DIMENSIONAL FUND ADVISORS LP325,296+16,180$4.3M+$134.9K5.2%
Russell Investments Group, Ltd.7,312+3,229$97.3K+$41.9K79.1%
BANK OF AMERICA CORP /DE/6,011+2,435$79.9K+$31.5K68.1%
WELLS FARGO & COMPANY/MN7,677+2,426$102.1K+$30.9K46.2%
BlackRock, Inc.563,460+13,025$7.5M+$30.1K2.4%
Empowered Funds, LLC29,234+2,568$388.8K+$27.2K9.6%
Philadelphia Financial Management of San Francisco, LLC157,719+5,000$2.1M+$26.8K3.3%
Orchard Capital Management, LLC119,629+812$1.6M-$20.1K0.7%
CITADEL ADVISORS LLC29,688+1,769$394.9K+$16.3K6.3%
BARCLAYS PLC13,316+1,926$169.6K+$15.2K16.9%
BRIDGEWAY CAPITAL MANAGEMENT, LLC79,234+2,568$1.1M+$14.2K3.3%
GEODE CAPITAL MANAGEMENT, LLC173,765+2,292$2.3M-$14.1K1.3%
AQR CAPITAL MANAGEMENT LLC16,708+1,128$222.2K+$11.0K7.2%
MORGAN STANLEY32,335+1,172$430.1K+$7.5K3.8%
AE Wealth Management LLC11,906+746$158.4K+$7.0K6.7%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC20,361+107$270.8K-$3.8K0.5%
JANE STREET GROUP, LLC11,161+56$148.4K-$2.1K0.5%
BNP PARIBAS FINANCIAL MARKETS2,321+199$30.9K+$2.1K9.4%
M3F, Inc.1,531,082+66,288$20.4K+$5004.5%
Creative Planning14,239+306$189.4K+$4482.2%
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.3,319+88$44.1K+$3312.7%
Tower Research Capital LLC (TRC)818+13$10.9K-$371.6%
ROTHSCHILD INVESTMENT LLC2+1$27+$13100.0%
CWM, LLC1,032+24$14$02.4%

Reduced(37)

ManagerSharesΔ SharesValueΔ Value% Δ
TCW GROUP INC283,191-65,330$3.8M-$959.5K-18.7%
Newtyn Management, LLC670,0000$8.9M-$174.2K0.0%
RENAISSANCE TECHNOLOGIES LLC88,091-5,900$1.2M-$102.9K-6.3%
NORTHERN TRUST CORP56,763-5,249$754.9K-$85.9K-8.5%
STATE STREET CORP137,799-2,362$1.8M-$67.9K-1.7%
Minerva Advisors LLC129,9000$1.7M-$33.8K0.0%
JPMORGAN CHASE & CO7,886-1,815$104.9K-$26.7K-18.7%
NISA INVESTMENT ADVISORS, LLC332-1,668$4.4K-$22.7K-83.4%
RHUMBLINE ADVISERS9,172-1,147$122.0K-$17.9K-11.1%
Royal Bank of Canada1,013-1,057$13.0K-$16.0K-51.1%
Arbiter Partners Capital Management LLC51,3920$683.5K-$13.4K0.0%
UBS Group AG1,474-930$19.6K-$13.0K-38.7%
CALDWELL SUTTER CAPITAL, INC.44,4690$591.4K-$11.6K0.0%
BOOTHBAY FUND MANAGEMENT, LLC31,0000$412.3K-$8.1K0.0%
Bank of New York Mellon Corp17,864-87$237.6K-$5.8K-0.5%
Nuveen, LLC18,4780$245.8K-$4.8K0.0%
CITIGROUP INC156-255$2.1K-$3.5K-62.0%
FMR LLC935-169$12.4K-$2.5K-15.3%
PNC Financial Services Group, Inc.66-157$878-$2.1K-70.4%
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM417-148$5.5K-$2.1K-26.2%
US BANCORP \DE\6,0000$79.8K-$1.6K0.0%
OSAIC HOLDINGS, INC.1,727-55$23.0K-$1.2K-3.1%
Sterling Capital Management LLC395-78$5.3K-$1.2K-16.5%
Police & Firemen's Retirement System of New Jersey1,9110$25.4K-$4970.0%
CIBC Private Wealth Group LLC1,1400$15.2K-$2960.0%
Ameritas Investment Partners, Inc.9030$12.0K-$2350.0%
THOMPSON INVESTMENT MANAGEMENT, INC.7850$10.4K-$2050.0%
Legal & General Group Plc6840$9.1K-$1780.0%
NewEdge Advisors, LLC2500$3.3K-$650.0%
MassMutual Private Wealth & Trust, FSB2280$3.0K-$600.0%
True Wealth Design, LLC5-2$67-$28-28.6%
Optiver Holding B.V.860$1.1K-$220.0%
EverSource Wealth Advisors, LLC380$506-$90.0%
Asset Allocation & Management Company, LLC21,5890$287-$60.0%
NEW YORK STATE COMMON RETIREMENT FUND190$253-$50.0%
AMALGAMATED BANK215-84$3-$1-28.1%
Avion Wealth400$0$00.0%

Sold Out(5)

ManagerSharesΔ SharesValueΔ Value% Δ
DEUTSCHE BANK AG\0-17,644$0-$239.3K
Rockefeller Capital Management L.P.0-5,418$0-$73.5K
Arax Advisory Partners0-574$0-$7.8K
Clearstead Advisors, LLC0-5$0-$68
Covestor Ltd0-8$0$0