13F QoQ Ownership Changes
ORANY Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 3 new · 3 added · 9 reduced · 4 exited
New Positions(3)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| ELEVATION POINT WEALTH PARTNERS, LLC | 130,128 | +130,128 | $1.4M | +$1.4M | — |
| ATLAS CAPITAL ADVISORS INC. | 48,505 | +48,505 | $809.5K | +$809.5K | — |
| McMillan Office, Inc. | 1,519 | +1,519 | $25.3K | +$25.3K | — |
Added To(3)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| RHUMBLINE ADVISERS | 80,035 | +12,845 | $1.3M | +$245.3K | 19.1% |
| RNC CAPITAL MANAGEMENT LLC | 37,361 | +1,006 | $623.6K | +$33.5K | 2.8% |
| GAMMA Investing LLC | 20,028 | +162 | $334.3K | +$11.8K | 0.8% |
Reduced(9)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| MANAGED ASSET PORTFOLIOS, LLC | 1,126,917 | -462,599 | $18.8M | -$7.0M | -29.1% |
| YOUSIF CAPITAL MANAGEMENT, LLC | 45,566 | 0 | $784.6K | +$45.3K | 0.0% |
| HANCOCK WHITNEY CORP | 59,491 | -164 | $992.9K | +$24.7K | -0.3% |
| NBC SECURITIES, INC. | 17,104 | 0 | $285.2K | +$7.7K | 0.0% |
| PARADIGM ASSET MANAGEMENT CO LLC | 4,782 | 0 | $79.8K | +$2.2K | 0.0% |
| Westside Investment Management, Inc. | 2,447 | 0 | $40.9K | +$1.4K | 0.0% |
| Salomon & Ludwin, LLC | 833 | 0 | $13.9K | +$858 | 0.0% |
| Wealth Preservation Advisors, LLC | 236 | 0 | $3.9K | +$106 | 0.0% |
| HANTZ FINANCIAL SERVICES, INC. | 84,833 | -3,882 | $1.4K | -$24 | -4.4% |
Sold Out(4)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| NORGES BANK | 0 | -113,600 | $0 | -$1.3M | — |
| Strengthening Families & Communities, LLC | 0 | -12,383 | $0 | -$155.9K | — |
| NEW YORK STATE COMMON RETIREMENT FUND | 0 | -10,389 | $0 | -$120.1K | — |
| Steigerwald, Gordon & Koch Inc. | 0 | -297 | $0 | -$4.8K | — |