FCHI8,141.92-0.19%
GDAXI24,083.53-0.19%
DJI49,167.79-0.13%
XLE56.800.05%
STOXX50E5,860.32-0.39%
XLF51.74-0.14%
FTSE10,321.09-0.56%
IXIC24,887.100.20%
RUT2,788.190.04%
GSPC7,173.910.12%
Temp30.1°C
UV3.9
Feels35.2°C
Humidity59%
Wind11.9 km/h
Air QualityAQI 1
Cloud Cover25%
Rain0%
Sunrise06:00 AM
Sunset06:47 PM
Time4:24 PM
13F QoQ Ownership Changes

PALL Institutional Holders

Period 2025-12-31 · prior 2025-09-30 · 56 new · 40 added · 44 reduced · 16 exited

New Positions(56)

ManagerSharesΔ SharesValueΔ Value% Δ
KESTRA PRIVATE WEALTH SERVICES, LLC41,393+41,393$6.0M+$6.0M
Black Swift Group, LLC37,909+37,909$5.5M+$5.5M
Brookwood Investment Group LLC19,510+19,510$2.8M+$2.8M
AMERIPRISE FINANCIAL INC19,142+19,142$2.8M+$2.8M
MATAURO, LLC9,578+9,578$1.4M+$1.4M
Foundations Investment Advisors, LLC8,700+8,700$1.3M+$1.3M
B. Riley Wealth Advisors, Inc.6,694+6,694$973.2K+$973.2K
PRIMORIS WEALTH ADVISORS, LLC5,000+5,000$726.9K+$726.9K
MML INVESTORS SERVICES, LLC4,807+4,807$698.8K+$698.8K
DGS Capital Management, LLC4,673+4,673$679.4K+$679.4K
TWO SIGMA SECURITIES, LLC4,326+4,326$628.9K+$628.9K
Generation Capital Management LLC4,300+4,300$625.1K+$625.1K
NewEdge Advisors, LLC4,182+4,182$608.0K+$608.0K
Leo Wealth, LLC3,534+3,534$513.8K+$513.8K
Total Wealth Planning & Management, Inc.3,213+3,213$467.1K+$467.1K
Ameritas Advisory Services, LLC3,175+3,175$461.6K+$461.6K
MAINSTAY CAPITAL MANAGEMENT LLC /ADV3,120+3,120$453.6K+$453.6K
Csenge Advisory Group2,813+2,813$409.0K+$409.0K
BASSO CAPITAL MANAGEMENT, L.P.2,690+2,690$391.1K+$391.1K
Kellett Wealth Advisors, LLC2,668+2,668$387.9K+$387.9K
Cresset Asset Management, LLC2,131+2,131$309.8K+$309.8K
BANK OF MONTREAL /CAN/2,005+2,005$294.8K+$294.8K
Brookstone Capital Management1,992+1,992$289.6K+$289.6K
AlphaCore Capital LLC1,892+1,892$275.1K+$275.1K
MERCER GLOBAL ADVISORS INC /ADV1,743+1,743$253.4K+$253.4K
STIFEL FINANCIAL CORP1,661+1,661$241.5K+$241.5K
Mariner, LLC1,625+1,625$236.2K+$236.2K
Bank of New York Mellon Corp1,604+1,604$233.1K+$233.1K
Verity Asset Management, Inc.1,597+1,597$232.2K+$232.2K
Trek Financial, LLC1,487+1,487$216.2K+$216.2K
Ferguson Shapiro LLC1,433+1,433$208.3K+$208.3K
NATIXIS1,000+1,000$150.1K+$150.1K
Kestra Advisory Services, LLC856+856$124.4K+$124.4K
Stelac Advisory Services LLC851+851$123.7K+$123.7K
CREATIVE FINANCIAL DESIGNS INC /ADV691+691$100.5K+$100.5K
Optiver Holding B.V.342+342$49.7K+$49.7K
Quaker Wealth Management, LLC238+238$34.6K+$34.6K
Strategic Investment Solutions, Inc. /IL230+230$33.4K+$33.4K
Spire Wealth Management210+210$30.5K+$30.5K
Noble Wealth Management PBC197+197$28.6K+$28.6K
Berbice Capital Management LLC150+150$21.8K+$21.8K
Parallel Advisors, LLC130+130$18.9K+$18.9K
Boreal Capital Management LLC150+150$17.1K+$17.1K
Hurley Capital, LLC41+41$6.0K+$6.0K
Allworth Financial LP33+33$4.8K+$4.8K
TD Waterhouse Canada Inc.28+28$4.1K+$4.1K
Global Retirement Partners, LLC20+20$2.9K+$2.9K
PRIVATE TRUST CO NA20+20$2.9K+$2.9K
Global Wealth Strategies & Associates16+16$2.3K+$2.3K
EQ WEALTH ADVISORS, LLC15+15$2.2K+$2.2K
Copia Wealth Management6+6$872+$872
HRT FINANCIAL LP1,418+1,418$206+$206
FNY Investment Advisers, LLC1,103+1,103$125+$125
VALLEY NATIONAL ADVISERS INC57+57$8+$8
CX Institutional15+15$2+$2
IFC & Insurance Marketing, Inc.8+8$1+$1

Added To(40)

ManagerSharesΔ SharesValueΔ Value% Δ
SUSQUEHANNA INTERNATIONAL GROUP, LLP609,818+437,125$88.7M+$68.9M253.1%
CITADEL ADVISORS LLC374,262+167,858$54.4M+$30.8M81.3%
JANE STREET GROUP, LLC246,700+142,100$35.9M+$23.9M135.8%
LPL Financial LLC77,629+43,021$11.3M+$7.3M124.3%
BNP PARIBAS FINANCIAL MARKETS137,729+21,107$20.0M+$6.7M18.1%
MORGAN STANLEY126,413+16,393$18.4M+$5.8M14.9%
BANK OF AMERICA CORP /DE/65,640+26,988$9.5M+$5.1M69.8%
Gradient Investments LLC95,808+16,676$13.9M+$4.9M21.1%
WELLS FARGO & COMPANY/MN47,414+17,762$6.9M+$3.5M59.9%
UBS Group AG45,553+10,942$6.6M+$2.7M31.6%
Rockefeller Capital Management L.P.18,021+10,241$2.6M+$1.7M131.6%
Cetera Investment Advisers19,472+9,133$2.8M+$1.7M88.3%
GROUP ONE TRADING LLC15,534+8,755$2.3M+$1.5M129.1%
COMMONWEALTH EQUITY SERVICES, LLC7,551+3,206$1.1M+$1.1M73.8%
OSAIC HOLDINGS, INC.11,308+3,030$1.6M+$758.2K36.6%
ENVESTNET ASSET MANAGEMENT INC8,632+3,661$1.3M+$687.4K73.6%
Pekin Hardy Strauss, Inc.6,125+3,005$890.5K+$534.2K96.3%
JONES FINANCIAL COMPANIES LLLP3,428+1,523$498.4K+$277.6K79.9%
Linden Thomas Advisory Services, LLC7,075+285$1.0M+$253.3K4.2%
MILLENNIUM MANAGEMENT LLC3,500+1,227$508.8K+$249.3K54.0%
Integrated Wealth Concepts LLC3,161+1,173$459.5K+$232.6K59.0%
Essex Financial Services, Inc.4,864+639$707.1K+$224.8K15.1%
Mutual Advisors, LLC5,288+1,061$768.8K+$211.9K25.1%
Farther Finance Advisors, LLC2,509+714$364.8K+$159.8K39.8%
Geneos Wealth Management Inc.2,980+425$433.2K+$141.5K16.6%
Perigon Wealth Management, LLC4,071+120$591.8K+$140.8K3.0%
WMG Financial Advisors, LLC2,975+250$432.5K+$121.4K9.2%
BENJAMIN EDWARDS INC3,083+14$448.2K+$97.8K0.5%
Mirae Asset Global Investments Co., Ltd.1,400+400$203.5K+$89.4K40.0%
PNC Financial Services Group, Inc.203+195$29.5K+$28.6K2437.5%
HARBOUR INVESTMENTS, INC.240+169$34.9K+$26.8K238.0%
FMR LLC157+127$22.9K+$19.4K423.3%
AdvisorNet Financial, Inc261+81$37.9K+$17.4K45.0%
Tower Research Capital LLC (TRC)46+38$6.7K+$5.8K475.0%
SG Americas Securities, LLC45,375+31,598$6.6K+$5.0K229.3%
Larson Financial Group LLC110+12$16.0K+$4.8K12.2%
Federation des caisses Desjardins du Quebec25+20$3.6K+$3.1K400.0%
Janney Montgomery Scott LLC6,521+3,646$948+$620126.8%
Cambridge Investment Research Advisors, Inc.9,558+9$1.4K+$3000.1%
Betterment LLC2,338+378$340+$11619.3%

Reduced(44)

ManagerSharesΔ SharesValueΔ Value% Δ
Manatuck Hill Partners, LLC5,900-44,100$857.7K-$4.9M-88.2%
Belpointe Asset Management LLC5,353-14,657$778.2K-$1.5M-73.2%
Fortis Capital Advisors, LLC5,353-14,657$778.2K-$1.5M-73.2%
JPMORGAN CHASE & CO62,037-5,998$9.0M+$1.3M-8.8%
IHT Wealth Management, LLC7,852-11,208$1.1M-$1.0M-58.8%
ARVEST INVESTMENTS, INC.8,240-10,513$1.2M-$943.1K-56.1%
Fortis Group Advisors, LLC18,799-7,890$2.9M-$621.7K-29.6%
Belvedere Trading LLC33,100-13,800$4.8M-$542.5K-29.4%
Copley Financial Group, Inc.15,659-389$2.3M+$444.3K-2.4%
NATIONAL BANK OF CANADA /FI/2,470-4,345$359.1K-$418.2K-63.8%
Alhambra Investment Management LLC8,925-5,995$1.3M-$405.9K-40.2%
RAYMOND JAMES FINANCIAL INC25,324-3,932$3.7M+$341.4K-13.4%
Royal Bank of Canada18,969-6,585$2.8M+$313.0K-25.8%
HighTower Advisors, LLC6,493-60$944.0K+$195.8K-0.9%
CIBC WORLD MARKET INC.1,757-2,133$255.4K-$188.7K-54.8%
EVERGREEN CAPITAL MANAGEMENT LLC32,223-10,075$4.7M-$144.6K-23.8%
AMG National Trust Bank3,248-53$472.2K+$95.3K-1.6%
Valeo Financial Advisors, LLC2,5500$370.7K+$79.6K0.0%
HB Wealth Management, LLC2,0950$304.6K+$65.4K0.0%
Compound Planning, Inc.2,420-135$351.8K+$60.1K-5.3%
TRUIST FINANCIAL CORP1,7750$258.1K+$55.4K0.0%
AE Wealth Management LLC1,785-10$259.5K+$54.6K-0.6%
US BANCORP \DE\1,486-78$216.0K+$37.5K-5.0%
Heritage Wealth Advisors1,1250$163.6K+$35.1K0.0%
Steward Partners Investment Advisory, LLC1,111-15$161.5K+$33.0K-1.3%
HUNTINGTON NATIONAL BANK2010$29.2K+$6.3K0.0%
SMART Wealth LLC2,475-625$359.8K+$5.8K-20.2%
Arax Advisory Partners153-3$22.3K+$4.4K-1.9%
MAI Capital Management1260$18.3K+$3.9K0.0%
Blue Trust, Inc.1000$14.5K+$3.1K0.0%
SJS Investment Consulting Inc.750$10.9K+$2.3K0.0%
Princeton Global Asset Management LLC600$8.7K+$1.9K0.0%
Hilltop National Bank600$8.7K+$1.9K0.0%
CIBC Private Wealth Group LLC500$7.3K+$1.6K0.0%
Tradewinds Capital Management, LLC400$5.8K+$1.2K0.0%
Ancora Advisors LLC330$4.8K+$1.0K0.0%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC2,424-842$400.9K-$730-25.8%
Clearstead Advisors, LLC210$3.1K+$6550.0%
Atlantic Union Bankshares Corp140$2.0K+$4370.0%
Costello Asset Management, INC110$1.6K+$3430.0%
HOLLENCREST CAPITAL MANAGEMENT70$1.0K+$2190.0%
Triumph Capital Management30$436+$930.0%
Capital Analysts, LLC880$13+$30.0%
FLAGSHIP HARBOR ADVISORS, LLC00$0$0

Sold Out(16)

ManagerSharesΔ SharesValueΔ Value% Δ
WOLVERINE TRADING, LLC0-140,261$0-$16.2M
IMC-Chicago, LLC0-31,348$0-$3.6M
Financial Sense Advisors, Inc.0-22,250$0-$2.5M
Massar Capital Management, LP0-18,000$0-$1.9M
Bell Bank0-5,000$0-$570.9K
Eschler Asset Management LLP0-2,577$0-$294.2K
CARDIFF PARK ADVISORS, LLC0-2,359$0-$269.3K
Rossby Financial, LCC0-2,000$0-$228.3K
Binnacle Investments Inc0-900$0-$102.8K
Advisory Services Network, LLC0-806$0-$92.0K
Solstein Capital, LLC0-625$0-$71.4K
BlackRock, Inc.0-300$0-$34.3K
Wealthspire Advisors, LLC0-218$0-$24.9K
ASSETMARK, INC0-158$0-$18.0K
Main Street Group, LTD0-110$0-$12.6K
PRINCIPAL SECURITIES, INC.0-32$0-$3.7K