13F QoQ Ownership Changes
NYT Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 99 new · 199 added · 251 reduced · 77 exited
New Positions(99)
Added To(199)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| FARALLON CAPITAL MANAGEMENT LLC | 8,266,423 | +3,280,678 | $513.9M | +$227.7M | 65.8% |
| VANGUARD GROUP INC | 15,654,208 | +4,807 | $1.09B | +$188.4M | 0.0% |
| AQR CAPITAL MANAGEMENT LLC | 6,241,489 | +1,628,200 | $433.3M | +$168.5M | 35.3% |
| BANK OF MONTREAL /CAN/ | 2,316,172 | +2,293,281 | $160.8M | +$159.5M | 10018.3% |
| WELLINGTON MANAGEMENT GROUP LLP | 5,211,824 | +441,851 | $361.8M | +$88.0M | 9.3% |
| GOLDMAN SACHS GROUP INC | 1,924,396 | +838,305 | $133.6M | +$71.2M | 77.2% |
| STATE STREET CORP | 5,027,198 | +116,012 | $349.0M | +$67.1M | 2.4% |
| TWO SIGMA ADVISERS, LP | 2,363,800 | +438,500 | $164.1M | +$53.6M | 22.8% |
| GEODE CAPITAL MANAGEMENT, LLC | 3,922,565 | +50,389 | $272.3M | +$50.1M | 1.3% |
| VICTORY CAPITAL MANAGEMENT INC | 739,545 | +573,815 | $51.3M | +$41.8M | 346.2% |
| CITADEL ADVISORS LLC | 930,503 | +502,865 | $64.6M | +$40.0M | 117.6% |
| DIMENSIONAL FUND ADVISORS LP | 2,809,227 | +24,671 | $195.0M | +$35.2M | 0.9% |
| UBS Group AG | 525,124 | +402,660 | $36.5M | +$29.4M | 328.8% |
| NORTHERN TRUST CORP | 1,556,004 | +137,710 | $108.0M | +$26.6M | 9.7% |
| Capital Research Global Investors | 1,694,919 | +2,073 | $117.7M | +$20.5M | 0.1% |
| FIRST TRUST ADVISORS LP | 1,555,871 | +6,324 | $108.0M | +$19.1M | 0.4% |
| JANUS HENDERSON GROUP PLC | 584,073 | +151,526 | $40.5M | +$15.7M | 35.0% |
| FULLER & THALER ASSET MANAGEMENT, INC. | 505,013 | +143,553 | $35.1M | +$14.3M | 39.7% |
| Gotham Asset Management, LLC | 349,602 | +163,275 | $24.3M | +$13.6M | 87.6% |
| BANK OF AMERICA CORP /DE/ | 613,376 | +76,963 | $42.6M | +$11.8M | 14.3% |
| Bridgewater Associates, LP | 240,084 | +128,873 | $16.7M | +$10.3M | 115.9% |
| Russell Investments Group, Ltd. | 417,931 | +89,164 | $29.0M | +$10.2M | 27.1% |
| SEI INVESTMENTS CO | 373,402 | +78,411 | $25.9M | +$9.0M | 26.6% |
| IEQ CAPITAL, LLC | 349,415 | +68,265 | $24.3M | +$8.1M | 24.3% |
| Quinn Opportunity Partners LLC | 545,015 | +19,000 | $37.8M | +$7.6M | 3.6% |
| TD Asset Management Inc | 604,400 | +5,800 | $42.0M | +$7.6M | 1.0% |
| OBERWEIS ASSET MANAGEMENT INC/ | 302,700 | +50,700 | $21.0M | +$6.5M | 20.1% |
| Polar Asset Management Partners Inc. | 113,992 | +77,569 | $7.9M | +$5.8M | 213.0% |
| ONTARIO TEACHERS PENSION PLAN BOARD | 116,005 | +88,588 | $7.2M | +$5.6M | 323.1% |
| Susquehanna Portfolio Strategies, LLC | 218,006 | +48,605 | $15.1M | +$5.4M | 28.7% |
| Caisse de depot et placement du Quebec | 125,194 | +67,076 | $8.7M | +$5.4M | 115.4% |
| Mariner, LLC | 128,004 | +63,864 | $8.9M | +$5.2M | 99.6% |
| Quantinno Capital Management LP | 147,498 | +53,646 | $10.2M | +$4.9M | 57.2% |
| Creative Planning | 104,849 | +59,357 | $7.3M | +$4.7M | 130.5% |
| California Public Employees Retirement System | 305,014 | +15,278 | $21.2M | +$4.5M | 5.3% |
| Voya Investment Management LLC | 230,502 | +27,851 | $16.0M | +$4.4M | 13.7% |
| Verition Fund Management LLC | 102,564 | +52,028 | $7.1M | +$4.2M | 103.0% |
| Cerity Partners LLC | 146,472 | +42,718 | $10.2M | +$4.2M | 41.2% |
| Robeco Institutional Asset Management B.V. | 222,271 | +26,135 | $15.4M | +$4.2M | 13.3% |
| WORLDQUANT MILLENNIUM ADVISORS LLC | 130,868 | +45,166 | $9.1M | +$4.2M | 52.7% |
| Swiss National Bank | 303,500 | +4,700 | $21.1M | +$3.9M | 1.6% |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 150,421 | +33,740 | $10.4M | +$3.7M | 28.9% |
| Horizon Investments, LLC | 97,772 | +33,804 | $6.8M | +$3.1M | 52.8% |
| MOORE CAPITAL MANAGEMENT, LP | 111,946 | +23,946 | $7.8M | +$2.7M | 27.2% |
| CANADA PENSION PLAN INVESTMENT BOARD | 202,400 | +3,600 | $14.1M | +$2.6M | 1.8% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 94,748 | +21,228 | $6.6M | +$2.5M | 28.9% |
| RAYMOND JAMES FINANCIAL INC | 159,310 | +7,789 | $11.1M | +$2.4M | 5.1% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 134,255 | +10,113 | $9.3M | +$2.2M | 8.1% |
| 2Xideas AG | 126,631 | +8,812 | $8.8M | +$2.0M | 7.5% |
| ENVESTNET ASSET MANAGEMENT INC | 146,912 | +4,270 | $10.2M | +$2.0M | 3.0% |
| NEUBERGER BERMAN GROUP LLC | 89,221 | +14,810 | $6.2M | +$1.9M | 19.9% |
| Empowered Funds, LLC | 32,681 | +23,897 | $2.3M | +$1.8M | 272.1% |
| MERCER GLOBAL ADVISORS INC /ADV | 60,506 | +17,232 | $4.2M | +$1.7M | 39.8% |
| Vest Financial, LLC | 103,755 | +7,579 | $7.2M | +$1.7M | 7.9% |
| Quent Capital, LLC | 24,305 | +23,980 | $1.7M | +$1.7M | 7378.5% |
| WELLS FARGO & COMPANY/MN | 75,301 | +9,563 | $5.2M | +$1.5M | 14.5% |
| Pacer Advisors, Inc. | 43,351 | +16,046 | $3.0M | +$1.4M | 58.8% |
| NEW YORK STATE COMMON RETIREMENT FUND | 91,374 | +5,100 | $6.3M | +$1.4M | 5.9% |
| New Age Alpha Advisors, LLC | 35,085 | +15,997 | $2.4M | +$1.3M | 83.8% |
| BAHL & GAYNOR INC | 99,587 | +2,322 | $6.9M | +$1.3M | 2.4% |
| FIL Ltd | 20,780 | +15,888 | $1.4M | +$1.2M | 324.8% |
| Amundi | 23,362 | +14,704 | $1.6M | +$1.1M | 169.8% |
| State of Tennessee, Department of Treasury | 63,577 | +1,277 | $4.7M | +$1.1M | 2.0% |
| NISA INVESTMENT ADVISORS, LLC | 30,464 | +11,896 | $2.1M | +$1.0M | 64.1% |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 42,525 | +8,750 | $3.0M | +$1.0M | 25.9% |
| Vident Advisory, LLC | 80,155 | +282 | $5.6M | +$979.7K | 0.3% |
| Kesler, Norman & Wride, LLC | 29,074 | +9,087 | $2.0M | +$977.8K | 45.5% |
| Hillsdale Investment Management Inc. | 76,300 | +100 | $5.3M | +$922.9K | 0.1% |
| Advisors Asset Management, Inc. | 46,928 | +6,153 | $3.3M | +$917.3K | 15.1% |
| Focus Partners Wealth | 34,221 | +7,581 | $2.4M | +$846.4K | 28.4% |
| CAPTRUST FINANCIAL ADVISORS | 33,891 | +7,584 | $2.4M | +$842.7K | 28.8% |
| MASTERINVEST Kapitalanlage GmbH | 32,700 | +5,663 | $2.3M | +$728.9K | 20.9% |
| Merit Financial Group, LLC | 30,379 | +6,285 | $2.1M | +$725.9K | 26.1% |
| Tower Research Capital LLC (TRC) | 17,809 | +8,905 | $1.2M | +$725.2K | 100.0% |
| Sequoia Financial Advisors, LLC | 18,961 | +6,256 | $1.3M | +$586.9K | 49.2% |
| KLP KAPITALFORVALTNING AS | 39,400 | +1,800 | $2.7M | +$576.9K | 4.8% |
| Pallas Capital Advisors LLC | 26,003 | +4,106 | $1.8M | +$548.2K | 18.8% |
| L2 Asset Management, LLC | 23,078 | +4,561 | $1.6M | +$539.2K | 24.6% |
| ZACKS INVESTMENT MANAGEMENT | 41,718 | +640 | $2.9M | +$538.1K | 1.6% |
| EXCHANGE TRADED CONCEPTS, LLC | 18,857 | +5,172 | $1.3M | +$523.5K | 37.8% |
| EntryPoint Capital, LLC | 13,505 | +5,685 | $937.5K | +$488.6K | 72.7% |
| Focus Partners Advisor Solutions, LLC | 21,871 | +4,816 | $1.5M | +$483.8K | 28.2% |
| Vanguard Personalized Indexing Management, LLC | 24,562 | +2,891 | $1.7M | +$461.1K | 13.3% |
| BNP PARIBAS FINANCIAL MARKETS | 28,083 | +2,064 | $1.9M | +$456.0K | 7.9% |
| NorthCrest Asset Manangement, LLC | 12,787 | +4,758 | $896.5K | +$454.6K | 59.3% |
| Corient Private Wealth LLC | 24,973 | +2,376 | $1.7M | +$436.7K | 10.5% |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 36,149 | +31 | $2.5M | +$436.3K | 0.1% |
| PRUDENTIAL FINANCIAL INC | 30,950 | +995 | $2.1M | +$429.1K | 3.3% |
| COOKSON PEIRCE & CO INC | 21,666 | +2,829 | $1.5M | +$422.8K | 15.0% |
| Kestra Investment Management, LLC | 25,024 | +1,876 | $1.7M | +$408.5K | 8.1% |
| Horizon Investment Services, LLC | 8,710 | +4,689 | $604.6K | +$373.8K | 116.6% |
| Vise Technologies, Inc. | 8,506 | +4,633 | $590.5K | +$368.2K | 119.6% |
| Krilogy Financial LLC | 14,747 | +2,354 | $1.1M | +$360.4K | 19.0% |
| PNC Financial Services Group, Inc. | 24,152 | +755 | $1.7M | +$333.6K | 3.2% |
| LAZARD ASSET MANAGEMENT LLC | 25,735 | +14 | $1.8M | +$310.1K | 0.1% |
| GATEWAY INVESTMENT ADVISERS LLC | 19,684 | +1,231 | $1.4M | +$307.3K | 6.7% |
| LECAP ASSET MANAGEMENT LTD | 9,379 | +3,319 | $651.1K | +$303.2K | 54.8% |
| Keeler Thomas Management LLC | 24,586 | +46 | $1.7M | +$298.2K | 0.2% |
| HighTower Advisors, LLC | 23,425 | +285 | $1.6M | +$297.8K | 1.2% |
| Chicago Partners Investment Group LLC | 7,757 | +2,980 | $560.6K | +$286.2K | 62.4% |
| Global Retirement Partners, LLC | 4,128 | +4,092 | $286.6K | +$284.5K | 11366.7% |
| Empower Advisory Group, LLC | 6,902 | +3,410 | $479.1K | +$278.7K | 97.7% |
| NewEdge Advisors, LLC | 3,974 | +3,880 | $275.9K | +$270.5K | 4127.6% |
| NOMURA HOLDINGS INC | 13,993 | +1,713 | $971.4K | +$266.5K | 13.9% |
| Federation des caisses Desjardins du Quebec | 12,373 | +1,797 | $858.9K | +$251.9K | 17.0% |
| LPL Financial LLC | 20,690 | +36 | $1.4M | +$250.8K | 0.2% |
| Mirae Asset Global Investments Co., Ltd. | 18,793 | +417 | $1.3M | +$249.8K | 2.3% |
| Bayforest Capital Ltd | 12,240 | +1,723 | $849.7K | +$246.0K | 16.4% |
| Sumitomo Mitsui Trust Group, Inc. | 13,300 | +1,500 | $923.3K | +$246.0K | 12.7% |
| Ethic Inc. | 15,296 | +1,076 | $1.1M | +$245.6K | 7.6% |
| M&T Bank Corp | 9,858 | +2,207 | $684.4K | +$245.6K | 28.8% |
| Envestnet Portfolio Solutions, Inc. | 18,043 | +247 | $1.3M | +$231.1K | 1.4% |
| FIRST CITIZENS BANK & TRUST CO | 17,888 | +255 | $1.2M | +$229.7K | 1.4% |
| BROWN ADVISORY INC | 17,944 | +189 | $1.2M | +$226.5K | 1.1% |
| CITIZENS FINANCIAL GROUP INC/RI | 11,514 | +1,111 | $799.3K | +$202.2K | 10.7% |
| EVERGREEN CAPITAL MANAGEMENT LLC | 14,897 | +201 | $1.0M | +$190.6K | 1.4% |
| Cetera Investment Advisers | 10,634 | +966 | $738.2K | +$183.2K | 10.0% |
| HB Wealth Management, LLC | 6,390 | +1,845 | $443.6K | +$182.7K | 40.6% |
| Legacy Wealth Asset Management, LLC | 13,412 | +276 | $931.1K | +$177.1K | 2.1% |
| Parallel Advisors, LLC | 7,181 | +1,560 | $498.5K | +$175.9K | 27.8% |
| QUADRANT CAPITAL GROUP LLC | 11,462 | +653 | $795.7K | +$175.3K | 6.0% |
| STIFEL FINANCIAL CORP | 10,542 | +766 | $731.8K | +$170.7K | 7.8% |
| Clearstead Advisors, LLC | 4,342 | +2,031 | $301.4K | +$168.8K | 87.9% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 11,176 | +532 | $775.8K | +$164.9K | 5.0% |
| Waverly Advisors, LLC | 5,359 | +1,559 | $372.0K | +$153.9K | 41.0% |
| EverSource Wealth Advisors, LLC | 7,556 | +905 | $524.6K | +$142.8K | 13.6% |
| Crossmark Global Holdings, Inc. | 11,423 | +74 | $793.0K | +$141.6K | 0.7% |
| Farther Finance Advisors, LLC | 5,569 | +1,239 | $386.6K | +$138.1K | 28.6% |
| Perigon Wealth Management, LLC | 9,360 | +311 | $649.8K | +$130.4K | 3.4% |
| Beacon Pointe Advisors, LLC | 10,507 | +24 | $729.4K | +$127.7K | 0.2% |
| Kestra Advisory Services, LLC | 6,372 | +714 | $442.4K | +$117.6K | 12.6% |
| Andina Capital Management, LLC | 8,814 | +147 | $611.9K | +$114.4K | 1.7% |
| SEEDS INVESTOR LLC | 5,728 | +766 | $397.6K | +$112.8K | 15.4% |
| US BANCORP \DE\ | 7,649 | +362 | $531.0K | +$112.7K | 5.0% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 5,715 | +715 | $396.7K | +$109.7K | 14.3% |
| MISSION WEALTH MANAGEMENT, LP | 6,429 | +473 | $446.3K | +$104.4K | 7.9% |
| Compound Planning, Inc. | 4,688 | +798 | $325.4K | +$102.2K | 20.5% |
| D'Orazio & Associates, Inc. | 6,377 | +388 | $442.7K | +$98.9K | 6.5% |
| WADDELL & ASSOCIATES, LLC | 4,654 | +721 | $323.1K | +$97.3K | 18.3% |
| GAMMA Investing LLC | 4,609 | +713 | $320.0K | +$96.3K | 18.3% |
| TRANSCEND CAPITAL ADVISORS, LLC | 5,139 | +582 | $356.7K | +$95.2K | 12.8% |
| Baird Financial Group, Inc. | 6,330 | +319 | $439.4K | +$94.4K | 5.3% |
| JOURNEY STRATEGIC WEALTH LLC | 5,818 | +337 | $403.9K | +$89.3K | 6.1% |
| ROTHSCHILD INVESTMENT LLC | 4,359 | +582 | $302.6K | +$85.8K | 15.4% |
| Wealthspire Advisors, LLC | 3,445 | +767 | $239.2K | +$85.5K | 28.6% |
| SIGNATUREFD, LLC | 3,304 | +777 | $229.3K | +$84.3K | 30.7% |
| AE Wealth Management LLC | 4,839 | +431 | $335.9K | +$82.8K | 9.8% |
| Advisory Services Network, LLC | 6,201 | +11 | $430.5K | +$75.2K | 0.2% |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | 4,355 | +148 | $302.2K | +$69.7K | 3.5% |
| Fifth Third Wealth Advisors LLC | 5,254 | +14 | $364.7K | +$64.0K | 0.3% |
| Procyon Advisors, LLC | 5,195 | +7 | $360.6K | +$62.8K | 0.1% |
| Forum Financial Management, LP | 5,134 | +6 | $356.4K | +$62.1K | 0.1% |
| Motley Fool Asset Management LLC | 4,891 | +37 | $339.5K | +$60.9K | 0.8% |
| Aprio Wealth Management, LLC | 4,672 | +80 | $324.4K | +$60.8K | 1.7% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 4,212 | +142 | $292.4K | +$58.8K | 3.5% |
| Diversified Enterprises, LLC | 3,891 | +128 | $270.1K | +$54.1K | 3.4% |
| STRS OHIO | 3,844 | +7 | $266.9K | +$46.6K | 0.2% |
| True Wealth Design, LLC | 995 | +536 | $69.1K | +$42.7K | 116.8% |
| UMB Bank, n.a. | 2,026 | +231 | $140.6K | +$37.6K | 12.9% |
| WPG Advisers, LLC | 1,531 | +201 | $106.3K | +$29.9K | 15.1% |
| Atlantic Union Bankshares Corp | 1,515 | +114 | $105.2K | +$24.8K | 8.1% |
| ASSETMARK, INC | 1,317 | +63 | $91.4K | +$19.4K | 5.0% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 1,101,538 | +31,484 | $76.5K | +$15.0K | 2.9% |
| Dogwood Wealth Management LLC | 289 | +182 | $20.1K | +$13.9K | 170.1% |
| Westfuller Advisors, LLC | 1,031 | +3 | $71.6K | +$12.6K | 0.3% |
| MassMutual Private Wealth & Trust, FSB | 495 | +108 | $34.4K | +$12.1K | 27.9% |
| Cornerstone Planning Group LLC | 446 | +190 | $32.3K | +$11.3K | 74.2% |
| PRIVATE TRUST CO NA | 781 | +3 | $54.2K | +$9.5K | 0.4% |
| Larson Financial Group LLC | 669 | +13 | $46.4K | +$8.8K | 2.0% |
| Prestige Wealth Management Group LLC | 198 | +165 | $10.6K | +$8.7K | 500.0% |
| SJS Investment Consulting Inc. | 137 | +123 | $9.5K | +$8.7K | 878.6% |
| Root Financial Partners, LLC | 380 | +62 | $26.4K | +$8.1K | 19.5% |
| BROWN BROTHERS HARRIMAN & CO | 364 | +47 | $25.3K | +$7.1K | 14.8% |
| North Star Investment Management Corp. | 276 | +52 | $19.2K | +$6.3K | 23.2% |
| Bell Investment Advisors, Inc | 128 | +72 | $8.9K | +$5.7K | 128.6% |
| MB, LEVIS & ASSOCIATES, LLC | 424 | +1 | $29.5K | +$5.2K | 0.2% |
| Parkside Financial Bank & Trust | 131 | +47 | $9.1K | +$4.3K | 56.0% |
| ELEVATION WEALTH PARTNERS, LLC | 78 | +55 | $5.4K | +$4.1K | 239.1% |
| Cullen/Frost Bankers, Inc. | 250 | +7 | $17.3K | +$3.4K | 2.9% |
| JFS WEALTH ADVISORS, LLC | 127 | +32 | $8.8K | +$3.4K | 33.7% |
| CWM, LLC | 143,865 | +26,232 | $10.0K | +$3.2K | 22.3% |
| CANADA LIFE ASSURANCE Co | 112,557 | +13,253 | $7.8K | +$2.1K | 13.3% |
| Transamerica Financial Advisors, LLC | 41 | +26 | $2.9K | +$2.0K | 173.3% |
| Rossby Financial, LCC | 65 | +20 | $4.5K | +$2.0K | 44.4% |
| Bare Financial Services, Inc | 113 | +11 | $7.8K | +$2.0K | 10.8% |
| VAN ECK ASSOCIATES CORP | 130,377 | +6,813 | $9.1K | +$2.0K | 5.5% |
| HARBOUR INVESTMENTS, INC. | 125 | +4 | $8.7K | +$1.7K | 3.3% |
| Handelsbanken Fonder AB | 57,204 | +15,800 | $4.0K | +$1.6K | 38.2% |
| Physician Wealth Advisors, Inc. | 40 | +17 | $2.8K | +$1.5K | 73.9% |
| TD PRIVATE CLIENT WEALTH LLC | 68 | +10 | $4.7K | +$1.4K | 17.2% |
| Sunbelt Securities, Inc. | 49 | +7 | $3.4K | +$991 | 16.7% |
| NATIXIS ADVISORS, LLC | 23,967 | +3,614 | $1.7K | +$496 | 17.8% |
| Rialto Wealth Management, LLC | 21 | +3 | $1.5K | +$424 | 16.7% |
| Bay Harbor Wealth Management, LLC | 12 | +2 | $833 | +$259 | 20.0% |
| Vestcor Inc | 5,884 | +1,781 | $408 | +$172 | 43.4% |
| HANTZ FINANCIAL SERVICES, INC. | 3,017 | +2,176 | $209 | +$161 | 258.7% |
| Janney Montgomery Scott LLC | 7,567 | +612 | $525 | +$126 | 8.8% |
| CoreCap Advisors, LLC | 5 | +1 | $328 | +$98 | 25.0% |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 2,159 | +563 | $150 | +$58 | 35.3% |