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Sunrise05:58 AM
Sunset06:47 PM
Time10:26 AM
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29 April 2026
13F QoQ Ownership Changes

OFSSO Institutional Holders

Period 2025-12-31 · prior 2025-09-30 · 5 new · 5 added · 23 reduced · 3 exited

New Positions(5)

ManagerSharesΔ SharesValueΔ Value% Δ
MARSHALL WACE, LLP79,122+79,122$376.6K+$376.6K
Squarepoint Ops LLC42,369+42,369$201.7K+$201.7K
JANE STREET GROUP, LLC13,869+13,869$66.0K+$66.0K
Sanctuary Advisors, LLC12,102+12,102$57.6K+$57.6K
SIMPLEX TRADING, LLC140+140$666+$666

Added To(5)

ManagerSharesΔ SharesValueΔ Value% Δ
MORGAN STANLEY157,516+10,818$749.8K-$378.3K7.4%
Virtus Investment Advisers, Inc.82,221+15,935$391.4K-$118.4K24.0%
SOA Wealth Advisors, LLC.18,745+642$89.2K-$50.0K3.5%
Royal Bank of Canada11,500+9,500$55.0K+$38.0K475.0%
CITADEL ADVISORS LLC24,068+8,533$114.6K-$4.9K54.9%

Reduced(23)

ManagerSharesΔ SharesValueΔ Value% Δ
TWO SIGMA ADVISERS, LP109,300-67,000$520.3K-$835.5K-38.0%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC153,198-14,805$729.2K-$689.2K-8.8%
TWO SIGMA INVESTMENTS, LP72,230-48,678$343.8K-$586.0K-40.3%
Arkadios Wealth Advisors57,831-19,893$275.3K-$322.4K-25.6%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC62,957-6,360$299.7K-$233.4K-9.2%
Connor, Clark & Lunn Investment Management Ltd.70,184-964$334.1K-$213.1K-1.4%
Bulldog Investors, LLP57,6390$274.4K-$168.9K0.0%
RITHOLTZ WEALTH MANAGEMENT17,088-6,138$81.3K-$97.3K-26.4%
LPL Financial LLC17,907-2,256$85.2K-$69.8K-11.2%
BANK OF AMERICA CORP /DE/1,083-5,996$5.2K-$49.3K-84.7%
WILEY BROS.-AINTREE CAPITAL, LLC13,5000$64.3K-$39.6K0.0%
NBC SECURITIES, INC.2,819-1,439$13.4K-$19.3K-33.8%
UBS Group AG3,348-92$15.9K-$10.5K-2.7%
Triumph Capital Management500-1,100$2.4K-$9.9K-68.8%
JPMORGAN CHASE & CO2,217-66$10.6K-$7.0K-2.9%
US BANCORP \DE\1,0000$4.8K-$2.9K0.0%
WELLS FARGO & COMPANY/MN2-300$7-$2.3K-99.3%
Harbor Asset Planning, Inc.6870$3.3K-$2.0K0.0%
ADVISOR GROUP HOLDINGS, INC.5060$2.4K-$1.9K0.0%
Cambridge Investment Research Advisors, Inc.15,040-3,050$72-$67-16.9%
Janney Montgomery Scott LLC14,0000$67-$410.0%
CWM, LLC1000$0-$10.0%
Access Investment Management LLC2,5000$19.2K$00.0%

Sold Out(3)

ManagerSharesΔ SharesValueΔ Value% Δ
Advisors Asset Management, Inc.0-85,231$0-$655.4K
Trexquant Investment LP0-20,847$0-$160.3K
ACADIAN ASSET MANAGEMENT LLC0-6,193$0-$47