13F QoQ Ownership Changes
ORIS Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 0 new · 0 added · 1 reduced · 9 exited
Reduced(1)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | 200 | 0 | $37 | $0 | 0.0% |
Sold Out(9)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| UBS Group AG | 0 | -1,013,492 | $0 | -$189.5K | — |
| TWO SIGMA SECURITIES, LLC | 0 | -346,516 | $0 | -$64.9K | — |
| BARCLAYS PLC | 0 | -100,000 | $0 | -$18.7K | — |
| XTX Topco Ltd | 0 | -61,097 | $0 | -$11.4K | — |
| TWO SIGMA INVESTMENTS, LP | 0 | -42,334 | $0 | -$7.9K | — |
| Vanguard Personalized Indexing Management, LLC | 0 | -35,122 | $0 | -$6.6K | — |
| Capstone Financial Advisors, Inc. | 0 | -20,000 | $0 | -$3.7K | — |
| Summit Financial, LLC | 0 | -13,842 | $0 | -$2.6K | — |
| Virtu Financial LLC | 0 | -26,369 | $0 | -$5 | — |