13F QoQ Ownership Changes
PECO Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 64 new · 151 added · 193 reduced · 54 exited
New Positions(64)
Added To(151)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| BlackRock, Inc. | 21,933,999 | +433,482 | $780.2M | +$42.1M | 2.0% |
| WELLINGTON MANAGEMENT GROUP LLP | 6,308,034 | +325,215 | $224.4M | +$19.0M | 5.4% |
| Verition Fund Management LLC | 513,076 | +492,076 | $18.3M | +$17.5M | 2343.2% |
| AMERIPRISE FINANCIAL INC | 742,601 | +449,725 | $26.4M | +$16.4M | 153.6% |
| NORGES BANK | 1,991,837 | +511,293 | $70.8M | +$15.0M | 34.5% |
| Nuveen, LLC | 1,008,126 | +313,327 | $35.9M | +$12.0M | 45.1% |
| BANK OF AMERICA CORP /DE/ | 628,399 | +213,590 | $22.4M | +$8.1M | 51.5% |
| MILLENNIUM MANAGEMENT LLC | 421,522 | +214,191 | $15.0M | +$7.9M | 103.3% |
| FMR LLC | 4,172,402 | +65,338 | $148.4M | +$7.4M | 1.6% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 2,322,844 | +86,749 | $82.6M | +$5.9M | 3.9% |
| AMERICAN CENTURY COMPANIES INC | 205,711 | +156,778 | $7.3M | +$5.6M | 320.4% |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO | 1,788,426 | +90,818 | $63.6M | +$5.3M | 5.3% |
| DIMENSIONAL FUND ADVISORS LP | 1,824,940 | +65,714 | $64.9M | +$4.5M | 3.7% |
| Legal & General Group Plc | 878,521 | +95,547 | $31.2M | +$4.4M | 12.2% |
| GEODE CAPITAL MANAGEMENT, LLC | 3,442,222 | +1,754 | $122.5M | +$4.3M | 0.1% |
| Jain Global LLC | 394,947 | +106,896 | $14.0M | +$4.2M | 37.1% |
| Cerity Partners LLC | 125,212 | +82,342 | $4.5M | +$3.0M | 192.1% |
| MORGAN STANLEY | 1,145,114 | +41,900 | $40.7M | +$2.9M | 3.8% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 359,707 | +64,852 | $12.8M | +$2.7M | 22.0% |
| KENNEDY CAPITAL MANAGEMENT LLC | 349,583 | +58,868 | $12.4M | +$2.5M | 20.2% |
| AQR CAPITAL MANAGEMENT LLC | 148,538 | +63,973 | $5.3M | +$2.4M | 75.6% |
| Bank of New York Mellon Corp | 965,497 | +31,328 | $34.3M | +$2.3M | 3.4% |
| B&I Capital AG | 277,931 | +46,100 | $9.9M | +$1.9M | 19.9% |
| WELLS FARGO & COMPANY/MN | 150,486 | +49,376 | $5.4M | +$1.9M | 48.8% |
| MERCER GLOBAL ADVISORS INC /ADV | 79,264 | +42,155 | $2.8M | +$1.5M | 113.6% |
| TCW GROUP INC | 64,855 | +42,043 | $2.3M | +$1.5M | 184.3% |
| UBS Group AG | 570,836 | +20,560 | $20.3M | +$1.4M | 3.7% |
| CITIGROUP INC | 161,138 | +33,685 | $5.7M | +$1.4M | 26.4% |
| JANUS HENDERSON GROUP PLC | 649,222 | +12,375 | $23.1M | +$1.2M | 1.9% |
| Invesco Ltd. | 455,798 | +17,097 | $16.2M | +$1.2M | 3.9% |
| BARCLAYS PLC | 279,596 | +25,940 | $9.8M | +$1.1M | 10.2% |
| &PARTNERS | 41,281 | +25,489 | $1.5M | +$926.2K | 161.4% |
| Entropy Technologies, LP | 38,295 | +25,370 | $1.4M | +$918.4K | 196.3% |
| California Public Employees Retirement System | 251,166 | +13,739 | $8.9M | +$783.1K | 5.8% |
| Arkadios Wealth Advisors | 69,771 | +18,189 | $2.5M | +$711.0K | 35.3% |
| INCEPTIONR LLC | 36,441 | +17,801 | $1.3M | +$656.3K | 95.5% |
| Russell Investments Group, Ltd. | 48,334 | +16,464 | $1.7M | +$625.1K | 51.6% |
| DEUTSCHE BANK AG\ | 359,410 | +4,532 | $12.8M | +$601.3K | 1.3% |
| NOMURA ASSET MANAGEMENT CO LTD | 190,530 | +7,300 | $6.8M | +$486.9K | 4.0% |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 53,438 | +12,250 | $1.9M | +$486.8K | 29.7% |
| ALLIANCEBERNSTEIN L.P. | 171,885 | +7,463 | $6.1M | +$469.3K | 4.5% |
| Swiss National Bank | 247,700 | +4,600 | $8.8M | +$465.1K | 1.9% |
| Creative Planning | 68,445 | +10,799 | $2.4M | +$455.6K | 18.7% |
| Waverly Advisors, LLC | 35,197 | +10,724 | $1.3M | +$411.8K | 43.8% |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 119,979 | +6,483 | $4.3M | +$371.3K | 5.7% |
| Provident Investment Management, Inc. | 22,470 | +8,325 | $799.3K | +$313.7K | 58.9% |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 87,825 | +5,654 | $3.1M | +$303.0K | 6.9% |
| Ameritas Advisory Services, LLC | 41,770 | +7,314 | $1.5M | +$302.9K | 21.2% |
| FIRST TRUST ADVISORS LP | 38,592 | +7,397 | $1.4M | +$301.8K | 23.7% |
| AE Wealth Management LLC | 52,342 | +6,812 | $1.9M | +$298.8K | 15.0% |
| Mitsubishi UFJ Asset Management Co., Ltd. | 98,574 | +5,071 | $3.5M | +$266.7K | 5.4% |
| Aberdeen Group plc | 122,150 | +3,058 | $4.3M | +$256.4K | 2.6% |
| STATE OF WISCONSIN INVESTMENT BOARD | 192,825 | +428 | $6.9M | +$253.8K | 0.2% |
| Illinois Municipal Retirement Fund | 69,425 | +4,874 | $2.5M | +$253.4K | 7.5% |
| Quantinno Capital Management LP | 24,968 | +6,190 | $888.1K | +$243.5K | 33.0% |
| Mariner, LLC | 183,319 | +402 | $6.5M | +$241.2K | 0.2% |
| Prestige Wealth Management Group LLC | 7,998 | +6,665 | $285.7K | +$239.8K | 500.0% |
| Orion Porfolio Solutions, LLC | 33,595 | +5,275 | $1.2M | +$222.7K | 18.6% |
| Sumitomo Mitsui Trust Group, Inc. | 139,581 | +1,351 | $5.0M | +$219.5K | 1.0% |
| RAYMOND JAMES FINANCIAL INC | 104,684 | +2,537 | $3.7M | +$216.9K | 2.5% |
| Farther Finance Advisors, LLC | 6,033 | +5,960 | $214.6K | +$212.1K | 8164.4% |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 63,862 | +3,547 | $2.3M | +$201.0K | 5.9% |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 30,538 | +4,584 | $1.1M | +$195.2K | 17.7% |
| Allianz Asset Management GmbH | 122,230 | +1,113 | $4.3M | +$189.8K | 0.9% |
| Horizon Investments, LLC | 20,708 | +4,661 | $734.3K | +$185.2K | 29.0% |
| Vert Asset Management LLC | 61,202 | +3,074 | $2.2M | +$181.4K | 5.3% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 19,288 | +3,912 | $686.1K | +$158.2K | 25.4% |
| Sequoia Financial Advisors, LLC | 17,093 | +3,795 | $608.0K | +$151.5K | 28.5% |
| Accel Wealth Management | 36,990 | +2,920 | $1.3M | +$146.1K | 8.6% |
| Headlands Technologies LLC | 31,173 | +1,885 | $1.1M | +$103.4K | 6.4% |
| Metis Global Partners, LLC | 29,758 | +1,485 | $1.1M | +$87.9K | 5.3% |
| Federation des caisses Desjardins du Quebec | 10,115 | +2,193 | $359.8K | +$87.8K | 27.7% |
| HighTower Advisors, LLC | 32,072 | +1,209 | $1.1M | +$81.3K | 3.9% |
| FRANKLIN RESOURCES INC | 32,969 | +1,095 | $1.2M | +$78.5K | 3.4% |
| Coppell Advisory Solutions LLC | 21,516 | +1,204 | $771.8K | +$76.7K | 5.9% |
| Focus Partners Wealth | 28,308 | +1,153 | $1.0M | +$74.8K | 4.2% |
| Pictet Asset Management Holding SA | 20,072 | +1,418 | $714.0K | +$73.6K | 7.6% |
| Independent Advisor Alliance | 14,763 | +1,442 | $525.1K | +$67.8K | 10.8% |
| KLP KAPITALFORVALTNING AS | 26,900 | +900 | $959.3K | +$64.3K | 3.5% |
| Brookstone Capital Management | 32,998 | +634 | $1.2M | +$62.7K | 1.9% |
| Geneos Wealth Management Inc. | 16,366 | +1,176 | $582.2K | +$60.7K | 7.7% |
| JOURNEY STRATEGIC WEALTH LLC | 11,350 | +1,208 | $403.7K | +$55.5K | 11.9% |
| ProShare Advisors LLC | 24,521 | +731 | $872.2K | +$55.5K | 3.1% |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 28,756 | +500 | $1.0M | +$52.8K | 1.8% |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 19,560 | +1,703 | $664.5K | +$51.4K | 9.5% |
| ASSETMARK, INC | 10,589 | +992 | $376.7K | +$47.2K | 10.3% |
| DANSKE BANK A/S | 1,600 | +1,300 | $56.9K | +$46.6K | 433.3% |
| Maryland State Retirement & Pension System | 18,552 | +496 | $659.9K | +$40.0K | 2.7% |
| Mirae Asset Global Investments Co., Ltd. | 3,672 | +925 | $130.6K | +$36.3K | 33.7% |
| JONES FINANCIAL COMPANIES LLLP | 1,943 | +867 | $69.1K | +$32.0K | 80.6% |
| NISSAY ASSET MANAGEMENT CORP /JAPAN | 19,286 | +230 | $686.0K | +$31.8K | 1.2% |
| PNC Financial Services Group, Inc. | 5,176 | +696 | $184.1K | +$30.3K | 15.5% |
| Lakeridge Wealth Management LLC | 17,046 | +153 | $606.3K | +$26.4K | 0.9% |
| Kovack Advisors, Inc. | 11,474 | +327 | $408.1K | +$25.5K | 2.9% |
| Smartleaf Asset Management LLC | 1,140 | +672 | $40.9K | +$24.9K | 143.6% |
| QUADRANT CAPITAL GROUP LLC | 2,003 | +640 | $71.2K | +$24.5K | 47.0% |
| BLAIR WILLIAM & CO/IL | 11,011 | +276 | $391.7K | +$23.1K | 2.6% |
| Spire Wealth Management | 15,644 | +86 | $556.4K | +$22.3K | 0.6% |
| Ellevest, Inc. | 9,634 | +259 | $342.7K | +$20.9K | 2.8% |
| Sage Capital Management, LLC | 15,141 | +52 | $538.6K | +$20.6K | 0.3% |
| SageView Advisory Group, LLC | 10,595 | +210 | $376.9K | +$20.3K | 2.0% |
| ROTHSCHILD INVESTMENT LLC | 15,041 | +46 | $535.0K | +$20.2K | 0.3% |
| Steward Partners Investment Advisory, LLC | 1,978 | +478 | $70.4K | +$18.9K | 31.9% |
| MML INVESTORS SERVICES, LLC | 10,830 | +91 | $385.2K | +$16.6K | 0.8% |
| XPONANCE, INC. | 10,000 | +81 | $355.7K | +$15.2K | 0.8% |
| Vivaldi Capital Management LP | 10,835 | +45 | $385.4K | +$15.0K | 0.4% |
| Aspen Grove Capital, LLC | 9,394 | +89 | $335.2K | +$14.7K | 0.9% |
| Raleigh Capital Management Inc. | 9,209 | +87 | $327.6K | +$14.4K | 0.9% |
| Aster Capital Management (DIFC) Ltd | 1,053 | +376 | $37.5K | +$14.2K | 55.5% |
| CIBC Private Wealth Group LLC | 10,023 | +46 | $356.5K | +$14.0K | 0.5% |
| Sigma Planning Corp | 10,704 | +8 | $380.7K | +$13.5K | 0.1% |
| Beacon Pointe Advisors, LLC | 6,260 | +166 | $222.7K | +$13.5K | 2.7% |
| Wealthcare Advisory Partners LLC | 9,673 | +30 | $344.1K | +$13.1K | 0.3% |
| First Heartland Consultants, Inc. | 8,743 | +9 | $311.0K | +$11.1K | 0.1% |
| Global Retirement Partners, LLC | 2,810 | +222 | $100.0K | +$11.1K | 8.6% |
| UMB Bank, n.a. | 788 | +244 | $28.0K | +$9.4K | 44.9% |
| Bare Financial Services, Inc | 298 | +254 | $10.6K | +$9.1K | 577.3% |
| IHT Wealth Management, LLC | 6,804 | +18 | $242.0K | +$9.1K | 0.3% |
| Kure Advisory, LLC | 7,021 | +8 | $249.7K | +$9.0K | 0.1% |
| ALGERT GLOBAL LLC | 248,520 | +219,080 | $8.8K | +$7.8K | 744.1% |
| FIFTH THIRD BANCORP | 695 | +177 | $24.7K | +$6.9K | 34.2% |
| SG Americas Securities, LLC | 206,175 | +182,333 | $7.3K | +$6.5K | 764.8% |
| Salomon & Ludwin, LLC | 951 | +246 | $33.2K | +$4.9K | 34.9% |
| BESSEMER GROUP INC | 137,555 | +137,245 | $4.9K | +$4.9K | 44272.6% |
| Rossby Financial, LCC | 3,016 | +4 | $107.3K | +$4.4K | 0.1% |
| MAI Capital Management | 3,018 | +18 | $107.4K | +$4.4K | 0.6% |
| Blue Trust, Inc. | 3,063 | +14 | $109.0K | +$4.3K | 0.5% |
| True Wealth Design, LLC | 631 | +61 | $22.5K | +$2.9K | 10.7% |
| FIRST HORIZON CORP | 461 | +54 | $16.4K | +$2.4K | 13.3% |
| Silicon Valley Capital Partners | 1,236 | +12 | $44.0K | +$1.9K | 1.0% |
| Kozak & Associates, Inc. | 993 | +6 | $34.6K | +$756 | 0.6% |
| Parkside Financial Bank & Trust | 49 | +20 | $1.7K | +$748 | 69.0% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 337 | +3 | $12.0K | +$527 | 0.9% |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 42,156 | +12,056 | $1.5K | +$466 | 40.0% |
| M Holdings Securities, Inc. | 23,994 | +12,553 | $853 | +$460 | 109.7% |
| Clearstead Advisors, LLC | 164 | +6 | $5.8K | +$409 | 3.8% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 108,618 | +3,519 | $3.9K | +$255 | 3.3% |
| State of Alaska, Department of Revenue | 133,606 | +2,135 | $4.8K | +$239 | 1.6% |
| CENTAURUS FINANCIAL, INC. | 109,715 | +1,701 | $3.9K | +$195 | 1.6% |
| HARBOR CAPITAL ADVISORS, INC. | 83,771 | +2,484 | $3.0K | +$189 | 3.0% |
| VSM Wealth Advisory, LLC | 108 | +1 | $3.8K | +$169 | 0.9% |
| VAN ECK ASSOCIATES CORP | 33,759 | +3,022 | $1.2K | +$146 | 9.8% |
| Daiwa Securities Group Inc. | 48,019 | +2,422 | $1.7K | +$143 | 5.3% |
| CWM, LLC | 29,088 | +2,903 | $1.0K | +$136 | 11.1% |
| AMALGAMATED BANK | 36,516 | +363 | $1.3K | +$58 | 1.0% |
| HANTZ FINANCIAL SERVICES, INC. | 2,078 | +959 | $74 | +$36 | 85.7% |
| Arete Wealth Advisors, LLC | 25,684 | +50 | $914 | +$34 | 0.2% |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 3,507 | +593 | $125 | +$25 | 20.4% |
| Covestor Ltd | 3,421 | +571 | $122 | +$24 | 20.0% |
| TSFG, LLC | 3,522 | +33 | $125 | +$5 | 0.9% |
| Avion Wealth | 30 | +15 | $1 | +$1 | 100.0% |