13F QoQ Ownership Changes
PEBO Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 34 new · 70 added · 106 reduced · 21 exited
New Positions(34)
Added To(70)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| UBS Group AG | 198,742 | +158,327 | $6.0M | +$4.8M | 391.8% |
| Invesco Ltd. | 211,869 | +151,125 | $6.4M | +$4.5M | 248.8% |
| AQR CAPITAL MANAGEMENT LLC | 437,232 | +74,418 | $13.1M | +$2.2M | 20.5% |
| MILLENNIUM MANAGEMENT LLC | 472,456 | +72,392 | $14.2M | +$2.2M | 18.1% |
| BANK OF AMERICA CORP /DE/ | 167,748 | +64,222 | $5.0M | +$1.9M | 62.0% |
| RAYMOND JAMES FINANCIAL INC | 506,196 | +58,857 | $15.2M | +$1.8M | 13.2% |
| GOLDMAN SACHS GROUP INC | 178,763 | +58,831 | $5.4M | +$1.8M | 49.0% |
| MORGAN STANLEY | 182,480 | +53,299 | $5.5M | +$1.6M | 41.3% |
| VANGUARD GROUP INC | 2,080,137 | +48,166 | $62.5M | +$1.5M | 2.4% |
| WELLS FARGO & COMPANY/MN | 93,153 | +50,301 | $2.8M | +$1.5M | 117.4% |
| TUDOR INVESTMENT CORP ET AL | 116,805 | +33,526 | $3.5M | +$1.0M | 40.3% |
| BlackRock, Inc. | 3,134,926 | +27,655 | $94.1M | +$954.8K | 0.9% |
| CITIGROUP INC | 52,073 | +29,522 | $1.6M | +$887.4K | 130.9% |
| BARCLAYS PLC | 82,022 | +21,332 | $2.5M | +$684.9K | 35.1% |
| TWO SIGMA INVESTMENTS, LP | 129,334 | +18,417 | $3.9M | +$557.5K | 16.6% |
| AlphaQuest LLC | 28,003 | +14,782 | $840.9K | +$444.4K | 111.8% |
| Creative Planning | 60,861 | +14,100 | $1.8M | +$425.3K | 30.1% |
| RENAISSANCE TECHNOLOGIES LLC | 80,686 | +12,663 | $2.4M | +$383.0K | 18.6% |
| Numerai GP LLC | 30,751 | +10,395 | $923.5K | +$313.0K | 51.1% |
| CITADEL ADVISORS LLC | 76,030 | +10,286 | $2.3M | +$311.5K | 15.6% |
| Empowered Funds, LLC | 152,746 | +9,759 | $4.6M | +$298.8K | 6.8% |
| JPMORGAN CHASE & CO | 81,708 | +8,879 | $2.5M | +$269.5K | 12.2% |
| Qube Research & Technologies Ltd | 190,262 | +8,422 | $5.7M | +$260.2K | 4.6% |
| Shoker Investment Counsel, Inc. | 36,525 | +7,076 | $1.1M | +$213.6K | 24.0% |
| Cerity Partners LLC | 35,880 | +6,937 | $1.1M | +$210.1K | 24.0% |
| Quantinno Capital Management LP | 16,640 | +5,557 | $499.7K | +$167.3K | 50.1% |
| Mariner, LLC | 15,056 | +5,354 | $452.4K | +$161.5K | 55.2% |
| IEQ CAPITAL, LLC | 56,354 | +4,845 | $1.7M | +$147.5K | 9.4% |
| GEODE CAPITAL MANAGEMENT, LLC | 877,629 | +3,427 | $26.4M | +$139.6K | 0.4% |
| State of New Jersey Common Pension Fund D | 76,187 | +4,108 | $2.3M | +$126.2K | 5.7% |
| Balyasny Asset Management L.P. | 11,222 | +3,724 | $337.0K | +$112.1K | 49.7% |
| BNP PARIBAS FINANCIAL MARKETS | 15,379 | +3,345 | $461.8K | +$100.9K | 27.8% |
| Elizabeth Park Capital Advisors, Ltd. | 71,167 | +3,067 | $2.1M | +$94.8K | 4.5% |
| STATE STREET CORP | 1,101,535 | +1,236 | $33.1M | +$81.1K | 0.1% |
| LPL Financial LLC | 17,378 | +2,664 | $521.9K | +$80.6K | 18.1% |
| MERCER GLOBAL ADVISORS INC /ADV | 9,695 | +2,559 | $291.1K | +$77.1K | 35.9% |
| Aquatic Capital Management LLC | 8,666 | +2,254 | $260.2K | +$67.9K | 35.1% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 15,271 | +1,454 | $472.2K | +$56.8K | 10.5% |
| DEUTSCHE BANK AG\ | 30,831 | +1,746 | $925.9K | +$53.6K | 6.0% |
| Swiss National Bank | 70,400 | +1,300 | $2.1M | +$41.8K | 1.9% |
| Tower Research Capital LLC (TRC) | 1,871 | +949 | $56.2K | +$28.5K | 102.9% |
| FMR LLC | 2,202 | +860 | $66.1K | +$25.9K | 64.1% |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 12,911 | +817 | $387.7K | +$25.0K | 6.8% |
| WEDGE CAPITAL MANAGEMENT L L P/NC | 29,771 | +488 | $894.0K | +$15.8K | 1.7% |
| Pathway Financial Advisers, LLC | 35,520 | +414 | $1.1M | +$14.8K | 1.2% |
| JONES FINANCIAL COMPANIES LLLP | 2,953 | +523 | $88.7K | +$14.8K | 21.5% |
| NISA INVESTMENT ADVISORS, LLC | 2,688 | +445 | $80.7K | +$13.5K | 19.8% |
| Inspire Investing, LLC | 15,582 | +420 | $467.9K | +$13.2K | 2.8% |
| Cetera Investment Advisers | 24,348 | +385 | $731.2K | +$12.5K | 1.6% |
| GAMMA Investing LLC | 544 | +283 | $16.3K | +$8.5K | 108.4% |
| Commonwealth Financial Services, LLC | 28,728 | +202 | $862.7K | +$7.2K | 0.7% |
| COMERICA BANK | 23,378 | +70 | $702.0K | +$3.0K | 0.3% |
| STIFEL FINANCIAL CORP | 7,249 | +91 | $217.7K | +$3.0K | 1.3% |
| Kestra Advisory Services, LLC | 10,357 | +76 | $311.0K | +$2.7K | 0.7% |
| ROTHSCHILD INVESTMENT LLC | 179 | +73 | $5.4K | +$2.2K | 68.9% |
| SIGNATUREFD, LLC | 506 | +71 | $15.2K | +$2.1K | 16.3% |
| Stephens Consulting, LLC | 2,599 | +36 | $78.1K | +$1.2K | 1.4% |
| Waverly Advisors, LLC | 13,673 | +14 | $410.6K | +$967 | 0.1% |
| MAI Capital Management | 1,009 | +20 | $30.3K | +$649 | 2.0% |
| Bare Financial Services, Inc | 38 | +21 | $1.1K | +$631 | 123.5% |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 499 | +16 | $15.0K | +$500 | 3.3% |
| EverSource Wealth Advisors, LLC | 817 | +12 | $24.5K | +$392 | 1.5% |
| PNC Financial Services Group, Inc. | 3,257 | +6 | $97.8K | +$311 | 0.2% |
| CSM Advisors, LLC | 161,125 | +5,769 | $4.8K | +$178 | 3.7% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 61,958 | +5,749 | $1.9K | +$175 | 10.2% |
| Sunbelt Securities, Inc. | 95 | +4 | $2.9K | +$124 | 4.4% |
| CWM, LLC | 24,037 | +2,606 | $722 | +$79 | 12.2% |
| True Wealth Design, LLC | 224 | +2 | $6.7K | +$69 | 0.9% |
| Ancora Advisors LLC | 78 | +1 | $2.4K | +$36 | 1.3% |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 745 | +200 | $22 | +$6 | 36.7% |
Reduced(106)
Sold Out(21)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| Cubist Systematic Strategies, LLC | 0 | -33,990 | $0 | -$1.0M | — |
| D. E. Shaw & Co., Inc. | 0 | -17,960 | $0 | -$538.6K | — |
| ExodusPoint Capital Management, LP | 0 | -16,772 | $0 | -$503.0K | — |
| Arax Advisory Partners | 0 | -14,934 | $0 | -$447.9K | — |
| HSBC HOLDINGS PLC | 0 | -14,876 | $0 | -$442.7K | — |
| Black Maple Capital Management LP | 0 | -12,793 | $0 | -$383.7K | — |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 0 | -7,052 | $0 | -$211.5K | — |
| PharVision Advisers, LLC | 0 | -7,005 | $0 | -$210.1K | — |
| Caldwell Trust Co | 0 | -4,590 | $0 | -$159.1K | — |
| Future Financial Wealth Managment LLC | 0 | -4,297 | $0 | -$128.9K | — |
| GLOBEFLEX CAPITAL L P | 0 | -1,967 | $0 | -$59.0K | — |
| Point72 Asia (Singapore) Pte. Ltd. | 0 | -1,147 | $0 | -$34.4K | — |
| Accredited Wealth Management, LLC | 0 | -2,184 | $0 | -$10.6K | — |
| PRINCIPAL SECURITIES, INC. | 0 | -350 | $0 | -$10.5K | — |
| GROUP ONE TRADING LLC | 0 | -200 | $0 | -$6.0K | — |
| Aster Capital Management (DIFC) Ltd | 0 | -127 | $0 | -$3.8K | — |
| Caitong International Asset Management Co., Ltd | 0 | -51 | $0 | -$1.5K | — |
| Advisory Services Network, LLC | 0 | -5 | $0 | -$150 | — |
| SBI Securities Co., Ltd. | 0 | -4 | $0 | -$120 | — |
| EMC Capital Management | 0 | -3,356 | $0 | -$101 | — |
| SHELL ASSET MANAGEMENT CO | 0 | -2,631 | $0 | -$79 | — |