13F QoQ Ownership Changes
ONTO Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 111 new · 157 added · 224 reduced · 91 exited
New Positions(111)
Added To(157)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| JENNISON ASSOCIATES LLC | 680,822 | +631,965 | $107.5M | +$101.2M | 1293.5% |
| AQR CAPITAL MANAGEMENT LLC | 615,651 | +467,587 | $97.2M | +$78.1M | 315.8% |
| GEODE CAPITAL MANAGEMENT, LLC | 1,127,532 | +352,316 | $178.0M | +$77.8M | 45.4% |
| FRANKLIN RESOURCES INC | 1,353,001 | +238,500 | $213.6M | +$69.6M | 21.4% |
| Channing Capital Management, LLC | 518,882 | +388,883 | $81.9M | +$65.1M | 299.1% |
| BARCLAYS PLC | 702,572 | +609,450 | $70.9M | +$58.9M | 654.5% |
| GOLDMAN SACHS GROUP INC | 455,481 | +305,388 | $71.9M | +$52.5M | 203.5% |
| Pacer Advisors, Inc. | 335,018 | +325,179 | $52.9M | +$51.6M | 3305.0% |
| MARSHALL WACE, LLP | 429,693 | +244,883 | $67.8M | +$44.0M | 132.5% |
| Driehaus Capital Management LLC | 349,014 | +248,544 | $55.1M | +$42.1M | 247.4% |
| Voya Investment Management LLC | 971,242 | +102,635 | $153.0M | +$41.0M | 11.8% |
| PARADIGM CAPITAL MANAGEMENT INC/NY | 1,125,838 | +12,999 | $177.7M | +$33.9M | 1.2% |
| Bank of New York Mellon Corp | 600,793 | +113,555 | $94.8M | +$31.9M | 23.3% |
| GLENVIEW CAPITAL MANAGEMENT, LLC | 414,812 | +144,207 | $65.5M | +$30.5M | 53.3% |
| Allspring Global Investments Holdings, LLC | 271,610 | +162,433 | $45.1M | +$30.1M | 148.8% |
| Fisher Asset Management, LLC | 701,999 | +45,997 | $110.8M | +$26.0M | 7.0% |
| Point72 Asset Management, L.P. | 384,767 | +99,555 | $60.7M | +$23.9M | 34.9% |
| SEGALL BRYANT & HAMILL, LLC | 399,205 | +93,977 | $63.0M | +$23.6M | 30.8% |
| KENNEDY CAPITAL MANAGEMENT LLC | 184,005 | +129,521 | $29.0M | +$22.0M | 237.7% |
| Granahan Investment Management, LLC | 196,642 | +122,520 | $31.0M | +$21.5M | 165.3% |
| NEW YORK STATE COMMON RETIREMENT FUND | 219,521 | +102,289 | $34.7M | +$19.5M | 87.3% |
| BANK OF AMERICA CORP /DE/ | 232,874 | +96,879 | $36.8M | +$19.2M | 71.2% |
| ROYCE & ASSOCIATES LP | 365,735 | +58,259 | $57.7M | +$18.0M | 18.9% |
| Junto Capital Management LP | 366,243 | +57,843 | $57.8M | +$18.0M | 18.8% |
| AMERICAN CENTURY COMPANIES INC | 248,094 | +79,475 | $39.2M | +$17.4M | 47.1% |
| JPMORGAN CHASE & CO | 381,631 | +40,497 | $60.2M | +$16.2M | 11.9% |
| WESTFIELD CAPITAL MANAGEMENT CO LP | 483,082 | +8,552 | $76.3M | +$14.9M | 1.8% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 504,307 | +1,862 | $79.6M | +$14.7M | 0.4% |
| JANUS HENDERSON GROUP PLC | 94,871 | +73,325 | $15.0M | +$12.2M | 340.3% |
| CANADA PENSION PLAN INVESTMENT BOARD | 94,300 | +70,300 | $14.9M | +$11.8M | 292.9% |
| BRILLIANCE ASSET MANAGEMENT LTD | 249,447 | +30,846 | $39.4M | +$11.1M | 14.1% |
| Divisar Capital Management LLC | 212,403 | +37,315 | $33.5M | +$10.9M | 21.3% |
| PRINCIPAL FINANCIAL GROUP INC | 186,809 | +41,277 | $29.5M | +$10.7M | 28.4% |
| PALISADE CAPITAL MANAGEMENT, LP | 161,503 | +43,986 | $25.5M | +$10.3M | 37.4% |
| TimesSquare Capital Management, LLC | 233,111 | +18,780 | $36.8M | +$9.1M | 8.8% |
| Baird Financial Group, Inc. | 59,468 | +54,924 | $9.4M | +$8.8M | 1208.7% |
| DF DENT & CO INC | 121,545 | +41,122 | $19.2M | +$8.8M | 51.1% |
| CREDIT AGRICOLE S A | 160,099 | +27,842 | $25.3M | +$8.2M | 21.1% |
| Russell Investments Group, Ltd. | 59,251 | +48,977 | $9.4M | +$8.0M | 476.7% |
| BNP PARIBAS FINANCIAL MARKETS | 224,523 | +9,888 | $35.4M | +$7.7M | 4.6% |
| TUDOR INVESTMENT CORP ET AL | 45,826 | +40,726 | $7.2M | +$6.6M | 798.5% |
| Bridgewater Associates, LP | 93,136 | +29,115 | $14.7M | +$6.4M | 45.5% |
| Clearbridge Investments, LLC | 217,336 | +310 | $34.3M | +$6.3M | 0.1% |
| Invesco Ltd. | 126,941 | +19,320 | $20.0M | +$6.1M | 17.9% |
| Amundi | 139,940 | +29,915 | $22.1M | +$6.1M | 27.2% |
| CI INVESTMENTS INC. | 35,435 | +10,645 | $5.6M | +$5.6M | 42.9% |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 75,898 | +24,722 | $12.0M | +$5.4M | 48.3% |
| NORGES BANK | 664,755 | +181,573 | $104.9M | +$4.6M | 37.6% |
| SEI INVESTMENTS CO | 43,176 | +24,448 | $6.8M | +$4.4M | 130.5% |
| UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC | 145,891 | +1,114 | $23.0M | +$4.3M | 0.8% |
| Retirement Systems of Alabama | 75,808 | +16,559 | $12.0M | +$4.3M | 27.9% |
| Integrated Wealth Concepts LLC | 27,414 | +25,542 | $4.3M | +$4.1M | 1364.4% |
| ARDSLEY ADVISORY PARTNERS LP | 58,500 | +18,000 | $9.2M | +$4.0M | 44.4% |
| AMERIPRISE FINANCIAL INC | 112,058 | +4,455 | $17.7M | +$3.8M | 4.1% |
| Mariner, LLC | 21,981 | +20,423 | $3.5M | +$3.3M | 1310.8% |
| Swiss National Bank | 96,641 | +1,800 | $15.3M | +$3.0M | 1.9% |
| California Public Employees Retirement System | 84,317 | +2,109 | $13.3M | +$2.7M | 2.6% |
| STATE OF WISCONSIN INVESTMENT BOARD | 66,916 | +5,681 | $10.6M | +$2.7M | 9.3% |
| WELLS FARGO & COMPANY/MN | 50,405 | +9,223 | $8.0M | +$2.6M | 22.4% |
| Verition Fund Management LLC | 22,449 | +15,322 | $3.5M | +$2.6M | 215.0% |
| State of Tennessee, Department of Treasury | 17,575 | +7,591 | $3.6M | +$2.3M | 76.0% |
| CITIGROUP INC | 32,165 | +10,009 | $5.1M | +$2.2M | 45.2% |
| Voleon Capital Management LP | 21,021 | +12,404 | $3.3M | +$2.2M | 143.9% |
| Creative Planning | 35,582 | +8,687 | $5.6M | +$2.1M | 32.3% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 11,668 | +9,304 | $2.3M | +$2.0M | 393.6% |
| Vident Advisory, LLC | 37,074 | +6,697 | $5.9M | +$1.9M | 22.0% |
| ALLIANCEBERNSTEIN L.P. | 64,306 | +359 | $10.2M | +$1.9M | 0.6% |
| MOODY NATIONAL BANK TRUST DIVISION | 17,586 | +10,494 | $2.8M | +$1.9M | 148.0% |
| STIFEL FINANCIAL CORP | 35,115 | +5,437 | $5.5M | +$1.7M | 18.3% |
| Quantinno Capital Management LP | 15,525 | +9,521 | $2.5M | +$1.7M | 158.6% |
| Man Group plc | 24,173 | +4,539 | $3.8M | +$1.3M | 23.1% |
| CAMPBELL NEWMAN ASSET MANAGEMENT INC | 22,779 | +3,899 | $3.6M | +$1.2M | 20.6% |
| MERCER GLOBAL ADVISORS INC /ADV | 12,183 | +5,563 | $1.9M | +$1.1M | 84.0% |
| Pathstone Holdings, LLC | 27,400 | +1,571 | $4.3M | +$987.6K | 6.1% |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 11,150 | +4,950 | $1.8M | +$959.0K | 79.8% |
| EAGLE ROCK INVESTMENT COMPANY, LLC | 10,037 | +5,000 | $1.6M | +$933.6K | 99.3% |
| CAPTRUST FINANCIAL ADVISORS | 8,298 | +4,926 | $1.3M | +$874.2K | 146.1% |
| NorthCrest Asset Manangement, LLC | 14,540 | +1,694 | $2.6M | +$855.1K | 13.2% |
| Sequoia Financial Advisors, LLC | 19,848 | +2,150 | $3.1M | +$846.3K | 12.1% |
| First Eagle Investment Management, LLC | 6,675 | +4,175 | $1.1M | +$730.7K | 167.0% |
| Horizon Investments, LLC | 8,873 | +3,362 | $1.4M | +$688.6K | 61.0% |
| Palisades Investment Partners, LLC | 20,633 | +427 | $3.3M | +$646.1K | 2.1% |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 16,735 | +969 | $2.6M | +$604.5K | 6.1% |
| M&T Bank Corp | 6,251 | +3,240 | $986.8K | +$597.7K | 107.6% |
| EVERGREEN CAPITAL MANAGEMENT LLC | 6,029 | +3,138 | $951.7K | +$578.2K | 108.5% |
| ProShare Advisors LLC | 9,939 | +1,984 | $1.6M | +$541.0K | 24.9% |
| OSAIC HOLDINGS, INC. | 5,362 | +2,891 | $846.4K | +$533.1K | 117.0% |
| Concurrent Investment Advisors, LLC | 4,860 | +2,757 | $767.1K | +$495.4K | 131.1% |
| QUADRANT CAPITAL GROUP LLC | 5,605 | +2,588 | $884.8K | +$494.9K | 85.8% |
| Advisory Services Network, LLC | 10,351 | +337 | $1.6M | +$340.0K | 3.4% |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 10,966 | +42 | $1.7M | +$319.5K | 0.4% |
| MML INVESTORS SERVICES, LLC | 4,765 | +1,400 | $752.2K | +$317.4K | 41.6% |
| GUGGENHEIM CAPITAL LLC | 7,408 | +811 | $1.2M | +$317.0K | 12.3% |
| HighTower Advisors, LLC | 4,760 | +1,294 | $751.4K | +$303.5K | 37.3% |
| Pictet Asset Management Holding SA | 7,600 | +356 | $1.2M | +$263.7K | 4.9% |
| Fortis Group Advisors, LLC | 2,723 | +433 | $550.2K | +$241.1K | 18.9% |
| BANK OF MONTREAL /CAN/ | 6,717 | +332 | $1.1M | +$235.3K | 5.2% |
| TRUIST FINANCIAL CORP | 5,341 | +505 | $843.1K | +$218.2K | 10.4% |
| Global Retirement Partners, LLC | 1,679 | +1,231 | $265.0K | +$207.2K | 274.8% |
| Corient Private Wealth LLC | 2,820 | +879 | $448.4K | +$197.6K | 45.3% |
| Vanguard Personalized Indexing Management, LLC | 5,310 | +336 | $838.2K | +$195.5K | 6.8% |
| Silvant Capital Management LLC | 5,560 | +32 | $877.7K | +$163.4K | 0.6% |
| OPPENHEIMER ASSET MANAGEMENT INC. | 2,143 | +523 | $338.3K | +$129.0K | 32.3% |
| ROTHSCHILD INVESTMENT LLC | 742 | +737 | $117.1K | +$116.5K | 14740.0% |
| PROFUND ADVISORS LLC | 3,639 | +89 | $574.5K | +$115.7K | 2.5% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 773 | +723 | $122.0K | +$115.6K | 1446.0% |
| FIFTH THIRD BANCORP | 2,510 | +330 | $396.2K | +$114.5K | 15.1% |
| Larson Financial Group LLC | 2,721 | +245 | $429.5K | +$109.6K | 9.9% |
| Farther Finance Advisors, LLC | 878 | +558 | $138.6K | +$97.3K | 174.4% |
| Clearstead Advisors, LLC | 885 | +543 | $139.7K | +$95.5K | 158.8% |
| EverSource Wealth Advisors, LLC | 1,006 | +499 | $158.8K | +$93.3K | 98.4% |
| Thrivent Financial for Lutherans | 960,911 | +451,084 | $151.7K | +$85.8K | 88.5% |
| Banque Cantonale Vaudoise | 525 | +290 | $83.0K | +$83.0K | 123.4% |
| Crossmark Global Holdings, Inc. | 2,868 | +6 | $452.7K | +$82.9K | 0.2% |
| GAMMA Investing LLC | 985 | +327 | $155.5K | +$70.5K | 49.7% |
| Cresset Asset Management, LLC | 1,764 | +62 | $278.5K | +$58.5K | 3.6% |
| Forum Financial Management, LP | 1,975 | +3 | $311.8K | +$57.0K | 0.1% |
| UMB Bank, n.a. | 713 | +233 | $112.6K | +$50.5K | 48.5% |
| Empowered Funds, LLC | 1,689 | +13 | $266.6K | +$50.1K | 0.8% |
| Smartleaf Asset Management LLC | 1,165 | +92 | $186.4K | +$46.5K | 8.6% |
| STRS OHIO | 1,165 | +2 | $183.9K | +$33.6K | 0.2% |
| HARBOR INVESTMENT ADVISORY, LLC | 419 | +136 | $66.1K | +$29.6K | 48.0% |
| Blue Trust, Inc. | 406 | +125 | $64.1K | +$27.8K | 44.5% |
| SIGNATUREFD, LLC | 805 | +13 | $127.1K | +$24.7K | 1.6% |
| CIBC Private Wealth Group LLC | 245 | +128 | $38.7K | +$23.6K | 109.4% |
| AdvisorNet Financial, Inc | 713 | +22 | $112.6K | +$23.3K | 3.2% |
| Transamerica Financial Advisors, LLC | 176 | +115 | $27.8K | +$20.0K | 188.5% |
| Parallel Advisors, LLC | 339 | +58 | $53.5K | +$17.2K | 20.6% |
| JONES FINANCIAL COMPANIES LLLP | 321 | +58 | $50.7K | +$17.1K | 22.1% |
| FIRST HORIZON CORP | 107 | +100 | $16.9K | +$16.0K | 1428.6% |
| Root Financial Partners, LLC | 178 | +74 | $28.1K | +$14.7K | 71.2% |
| SBI Securities Co., Ltd. | 136 | +56 | $21.5K | +$11.1K | 70.0% |
| HUNTINGTON NATIONAL BANK | 198 | +33 | $31.3K | +$9.9K | 20.0% |
| MAI Capital Management | 69 | +61 | $10.9K | +$9.8K | 762.5% |
| Parkside Financial Bank & Trust | 217 | +21 | $34.3K | +$8.9K | 10.7% |
| Quent Capital, LLC | 118 | +40 | $18.6K | +$8.5K | 51.3% |
| MassMutual Private Wealth & Trust, FSB | 63 | +42 | $9.9K | +$7.2K | 200.0% |
| Versant Capital Management, Inc | 226 | +4 | $35.7K | +$7.0K | 1.8% |
| True Wealth Design, LLC | 111 | +16 | $17.5K | +$5.2K | 16.8% |
| ASSETMARK, INC | 46 | +28 | $7.3K | +$4.9K | 155.6% |
| Bell Investment Advisors, Inc | 49 | +27 | $7.7K | +$4.9K | 122.7% |
| SJS Investment Consulting Inc. | 29 | +23 | $4.6K | +$3.8K | 383.3% |
| CWM, LLC | 20,068 | +15,717 | $3.2K | +$2.6K | 361.2% |
| JFS WEALTH ADVISORS, LLC | 41 | +10 | $6.5K | +$2.5K | 32.3% |
| HANTZ FINANCIAL SERVICES, INC. | 16,713 | +10,994 | $2.6K | +$1.9K | 192.2% |
| ACADIAN ASSET MANAGEMENT LLC | 14,701 | +10,747 | $2.3K | +$1.8K | 271.8% |
| FARMERS & MERCHANTS INVESTMENTS INC | 43 | +2 | $6.8K | +$1.5K | 4.9% |
| Harvest Fund Management Co., Ltd | 4,605 | +4,552 | $727 | +$720 | 8588.7% |
| DiNuzzo Private Wealth, Inc. | 8 | +2 | $1.3K | +$627 | 33.3% |
| SG Americas Securities, LLC | 5,491 | +3,303 | $867 | +$584 | 150.9% |
| Bay Harbor Wealth Management, LLC | 4 | +3 | $631 | +$502 | 300.0% |
| Rialto Wealth Management, LLC | 8 | +2 | $1.3K | +$487 | 33.3% |
| Cromwell Holdings LLC | 6 | +2 | $947 | +$430 | 50.0% |
| Cambridge Investment Research Advisors, Inc. | 12,009 | +171 | $1.9K | +$366 | 1.4% |
| HFM Investment Advisors, LLC | 3 | +2 | $474 | +$345 | 200.0% |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 740 | +212 | $117 | +$49 | 40.1% |
| Covestor Ltd | 305 | +211 | $48 | +$36 | 224.5% |