13F QoQ Ownership Changes
ORA Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 98 new · 115 added · 185 reduced · 40 exited
New Positions(98)
Added To(115)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| BlackRock, Inc. | 9,248,893 | +333,544 | $1.02B | +$163.6M | 3.7% |
| UBS Group AG | 2,487,571 | +186,730 | $274.8M | +$53.3M | 8.1% |
| NORGES BANK | 783,447 | +290,560 | $86.5M | +$48.6M | 59.0% |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 402,087 | +358,655 | $44.4M | +$40.2M | 825.8% |
| Driehaus Capital Management LLC | 473,770 | +328,624 | $52.3M | +$38.4M | 226.4% |
| GEODE CAPITAL MANAGEMENT, LLC | 1,611,360 | +102,864 | $178.0M | +$32.8M | 6.8% |
| DIMENSIONAL FUND ADVISORS LP | 1,910,292 | +43,749 | $211.0M | +$31.4M | 2.3% |
| DEUTSCHE BANK AG\ | 449,728 | +253,000 | $49.7M | +$30.7M | 128.6% |
| Walleye Trading LLC | 427,327 | +213,220 | $47.2M | +$26.6M | 99.6% |
| MILLENNIUM MANAGEMENT LLC | 254,755 | +213,941 | $28.1M | +$24.2M | 524.2% |
| Balyasny Asset Management L.P. | 239,726 | +181,961 | $26.5M | +$20.9M | 315.0% |
| Phoenix Financial Ltd. | 358,481 | +161,519 | $39.6M | +$20.6M | 82.0% |
| SCOPUS ASSET MANAGEMENT, L.P. | 291,508 | +160,000 | $32.2M | +$19.5M | 121.7% |
| AEGON ASSET MANAGEMENT UK Plc | 294,748 | +149,271 | $32.5M | +$18.5M | 102.6% |
| Legal & General Group Plc | 691,478 | +86,000 | $76.4M | +$18.1M | 14.2% |
| Y.D. More Investments Ltd | 643,191 | +74,573 | $70.7M | +$16.0M | 13.1% |
| CITIGROUP INC | 232,577 | +110,924 | $25.7M | +$14.0M | 91.2% |
| Erste Asset Management GmbH | 371,958 | +67,694 | $41.9M | +$12.8M | 22.2% |
| MORGAN STANLEY | 382,685 | +72,217 | $42.3M | +$12.4M | 23.3% |
| INTECH INVESTMENT MANAGEMENT LLC | 106,877 | +84,959 | $11.8M | +$9.7M | 387.6% |
| FMR LLC | 191,767 | +70,437 | $21.2M | +$9.5M | 58.0% |
| CITADEL ADVISORS LLC | 219,963 | +52,808 | $24.3M | +$8.2M | 31.6% |
| Arosa Capital Management LP | 83,000 | +71,000 | $9.2M | +$8.0M | 591.7% |
| Invesco Ltd. | 388,496 | +12,914 | $42.9M | +$6.8M | 3.4% |
| BANK OF AMERICA CORP /DE/ | 268,391 | +28,902 | $29.6M | +$6.6M | 12.1% |
| Mirae Asset Global Investments Co., Ltd. | 71,830 | +51,830 | $7.9M | +$6.0M | 259.1% |
| NOMURA HOLDINGS INC | 59,297 | +51,955 | $6.6M | +$5.8M | 707.6% |
| WELLS FARGO & COMPANY/MN | 90,252 | +34,167 | $10.0M | +$4.6M | 60.9% |
| JENNISON ASSOCIATES LLC | 90,753 | +30,910 | $10.0M | +$4.3M | 51.6% |
| BNP PARIBAS FINANCIAL MARKETS | 91,860 | +17,447 | $10.1M | +$3.0M | 23.4% |
| FIRST TRUST ADVISORS LP | 191,663 | +149 | $21.2M | +$2.7M | 0.1% |
| Swiss National Bank | 113,734 | +2,000 | $12.6M | +$1.8M | 1.8% |
| Tidal Investments LLC | 56,479 | +7,670 | $6.2M | +$1.5M | 15.7% |
| AQR CAPITAL MANAGEMENT LLC | 41,320 | +9,637 | $4.6M | +$1.5M | 30.4% |
| SEI INVESTMENTS CO | 34,156 | +7,681 | $3.8M | +$1.2M | 29.0% |
| L & S Advisors Inc | 18,466 | +8,693 | $2.0M | +$1.1M | 88.9% |
| STRS OHIO | 14,700 | +8,900 | $1.6M | +$1.1M | 153.4% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 60,210 | +2,169 | $6.7M | +$1.1M | 3.7% |
| ONTARIO TEACHERS PENSION PLAN BOARD | 41,042 | +14,879 | $3.5M | +$1.0M | 56.9% |
| NEW YORK STATE COMMON RETIREMENT FUND | 24,443 | +4,887 | $2.7M | +$818.0K | 25.0% |
| Twin Tree Management, LP | 7,212 | +7,195 | $796.7K | +$795.1K | 42323.5% |
| Federation des caisses Desjardins du Quebec | 35,683 | +1,974 | $3.9M | +$697.4K | 5.8% |
| Hennion & Walsh Asset Management, Inc. | 8,990 | +5,824 | $993.1K | +$688.4K | 183.9% |
| MARSHALL WACE, LLP | 39,600 | +700 | $4.4M | +$630.5K | 1.8% |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO | 13,931 | +3,977 | $1.5M | +$580.9K | 40.0% |
| Global Retirement Partners, LLC | 5,238 | +4,988 | $578.6K | +$554.6K | 1995.2% |
| MERCER GLOBAL ADVISORS INC /ADV | 32,272 | +858 | $3.6M | +$541.5K | 2.7% |
| Rockefeller Capital Management L.P. | 31,152 | +633 | $3.4M | +$503.9K | 2.1% |
| LGT CAPITAL PARTNERS LTD. | 7,150 | +3,600 | $789.9K | +$448.2K | 101.4% |
| Altshuler Shaham Ltd | 4,308 | +4,008 | $473.3K | +$444.5K | 1336.0% |
| AMERICAN CENTURY COMPANIES INC | 18,934 | +1,812 | $2.1M | +$443.6K | 10.6% |
| VIRTUS ADVISERS, LLC | 6,849 | +4,566 | $663.2K | +$443.4K | 200.0% |
| Russell Investments Group, Ltd. | 23,872 | +632 | $2.6M | +$400.4K | 2.7% |
| ProShare Advisors LLC | 15,119 | +1,553 | $1.7M | +$364.5K | 11.4% |
| LPL Financial LLC | 9,903 | +2,185 | $1.1M | +$351.1K | 28.3% |
| FLPUTNAM INVESTMENT MANAGEMENT CO | 8,810 | +2,014 | $973.2K | +$319.1K | 29.6% |
| Mariner, LLC | 7,360 | +2,205 | $813.7K | +$317.5K | 42.8% |
| VICTORY CAPITAL MANAGEMENT INC | 17,999 | +387 | $2.0M | +$293.2K | 2.2% |
| Creative Planning | 15,538 | +675 | $1.7M | +$285.8K | 4.5% |
| Perigon Wealth Management, LLC | 5,606 | +2,048 | $619.3K | +$276.8K | 57.6% |
| GUGGENHEIM CAPITAL LLC | 6,348 | +1,670 | $701.3K | +$251.0K | 35.7% |
| Ethic Inc. | 9,308 | +998 | $1.0M | +$228.4K | 12.0% |
| Sequoia Financial Advisors, LLC | 6,115 | +1,459 | $675.5K | +$227.4K | 31.3% |
| Equitable Holdings, Inc. | 12,819 | +342 | $1.4M | +$215.2K | 2.7% |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 13,600 | +65 | $1.5M | +$199.6K | 0.5% |
| Harrington Investments, INC | 8,441 | +683 | $932.5K | +$185.8K | 8.8% |
| Advisors Asset Management, Inc. | 9,433 | +523 | $1.0M | +$184.5K | 5.9% |
| Vanguard Personalized Indexing Management, LLC | 7,906 | +670 | $873.4K | +$176.9K | 9.3% |
| Quantinno Capital Management LP | 5,945 | +847 | $656.7K | +$166.1K | 16.6% |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 1,828 | +1,293 | $201.9K | +$150.4K | 241.7% |
| HighTower Advisors, LLC | 6,526 | +406 | $721.0K | +$131.9K | 6.6% |
| Green Alpha Advisors, LLC | 6,274 | +264 | $693.1K | +$114.6K | 4.4% |
| Brooklyn Investment Group | 2,781 | +640 | $313.2K | +$107.1K | 29.9% |
| Mitsubishi UFJ Asset Management Co., Ltd. | 5,604 | +79 | $637.3K | +$105.6K | 1.4% |
| Crossmark Global Holdings, Inc. | 4,267 | +464 | $471.4K | +$105.3K | 12.2% |
| Corient Private Wealth LLC | 6,867 | +15 | $758.6K | +$99.1K | 0.2% |
| Migdal Insurance & Financial Holdings Ltd. | 886,526 | +540,000 | $97.9K | +$64.6K | 155.8% |
| CIBC Private Wealth Group LLC | 510 | +508 | $56.3K | +$56.1K | 25400.0% |
| JONES FINANCIAL COMPANIES LLLP | 789 | +418 | $87.2K | +$52.0K | 112.7% |
| PNC Financial Services Group, Inc. | 2,167 | +144 | $239.4K | +$44.7K | 7.1% |
| Allianz Asset Management GmbH | 2,767 | +42 | $305.7K | +$43.4K | 1.5% |
| State of Wyoming | 2,091 | +131 | $231.0K | +$42.3K | 6.7% |
| Farther Finance Advisors, LLC | 549 | +341 | $60.6K | +$40.6K | 163.9% |
| PROFUND ADVISORS LLC | 2,543 | +29 | $280.9K | +$39.0K | 1.1% |
| TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA | 920 | +260 | $101.6K | +$38.1K | 39.4% |
| GAMMA Investing LLC | 1,364 | +194 | $150.7K | +$38.1K | 16.6% |
| Forum Financial Management, LP | 2,529 | +4 | $279.4K | +$36.3K | 0.1% |
| QUADRANT CAPITAL GROUP LLC | 1,153 | +99 | $127.4K | +$25.9K | 9.4% |
| Smartleaf Asset Management LLC | 297 | +211 | $33.2K | +$25.0K | 245.3% |
| UMB Bank, n.a. | 1,132 | +76 | $125.1K | +$23.4K | 7.2% |
| Handelsbanken Fonder AB | 516,500 | +131,883 | $57.1K | +$20.0K | 34.3% |
| SIGNATUREFD, LLC | 746 | +86 | $82.4K | +$18.9K | 13.0% |
| Clearstead Advisors, LLC | 184 | +129 | $20.3K | +$15.0K | 234.5% |
| NewEdge Advisors, LLC | 190 | +90 | $21.0K | +$11.4K | 90.0% |
| Bay Harbor Wealth Management, LLC | 106 | +102 | $11.7K | +$11.3K | 2550.0% |
| FIFTH THIRD BANCORP | 552 | +27 | $61.0K | +$10.4K | 5.1% |
| SBI Securities Co., Ltd. | 154 | +57 | $17.0K | +$7.7K | 58.8% |
| Root Financial Partners, LLC | 252 | +36 | $27.8K | +$7.0K | 16.7% |
| Parkside Financial Bank & Trust | 156 | +35 | $17.2K | +$5.6K | 28.9% |
| Versant Capital Management, Inc | 300 | +3 | $33.1K | +$4.6K | 1.0% |
| SG Americas Securities, LLC | 32,690 | +27,659 | $3.6K | +$3.1K | 549.8% |
| ROTHSCHILD INVESTMENT LLC | 134 | +9 | $14.8K | +$2.8K | 7.2% |
| Bell Investment Advisors, Inc | 77 | +17 | $8.5K | +$2.7K | 28.3% |
| JFS WEALTH ADVISORS, LLC | 59 | +17 | $6.5K | +$2.5K | 40.5% |
| Larson Financial Group LLC | 76 | +14 | $8.4K | +$2.4K | 22.6% |
| HARBOUR INVESTMENTS, INC. | 104 | +1 | $11.5K | +$1.6K | 1.0% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 56,559 | +2,283 | $6.2K | +$1.0K | 4.2% |
| FARMERS & MERCHANTS INVESTMENTS INC | 51 | +3 | $5.6K | +$1.0K | 6.3% |
| DiNuzzo Private Wealth, Inc. | 14 | +4 | $1.5K | +$628 | 40.0% |
| ASSETMARK, INC | 20 | +3 | $2.2K | +$573 | 17.6% |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 18,586 | +2,400 | $2.1K | +$496 | 14.8% |
| BESSEMER GROUP INC | 3,299 | +3,062 | $364 | +$341 | 1292.0% |
| TD PRIVATE CLIENT WEALTH LLC | 2 | +1 | $189 | +$121 | 100.0% |
| HANTZ FINANCIAL SERVICES, INC. | 1,169 | +574 | $129 | +$72 | 96.5% |
| CWM, LLC | 1,254 | +156 | $139 | +$33 | 14.2% |