FCHI8,141.92-0.19%
GDAXI24,083.53-0.19%
DJI49,167.79-0.13%
XLE56.860.16%
STOXX50E5,860.32-0.39%
XLF51.830.04%
FTSE10,321.09-0.56%
IXIC24,887.100.20%
RUT2,788.190.04%
GSPC7,173.910.12%
Temp30.1°C
UV1.5
Feels35.3°C
Humidity59%
Wind10.8 km/h
Air QualityAQI 1
Cloud Cover50%
Rain0%
Sunrise06:00 AM
Sunset06:47 PM
Time5:34 PM
13F QoQ Ownership Changes

PLBC Institutional Holders

Period 2025-12-31 · prior 2025-09-30 · 14 new · 32 added · 35 reduced · 4 exited

New Positions(14)

ManagerSharesΔ SharesValueΔ Value% Δ
Daytona Street Capital LLC12,236+12,236$546.8K+$546.8K
Allworth Financial LP11,861+11,861$530.1K+$530.1K
Quadrature Capital Ltd9,287+9,287$415.0K+$415.0K
MARSHALL WACE, LLP4,737+4,737$211.7K+$211.7K
DEUTSCHE BANK AG\4,340+4,340$194.0K+$194.0K
ABOUND FINANCIAL, LLC970+970$43.3K+$43.3K
NewEdge Advisors, LLC166+166$7.4K+$7.4K
UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC97+97$4.3K+$4.3K
IFP Advisors, Inc41+41$1.8K+$1.8K
Farther Finance Advisors, LLC8+8$358+$358
PNC Financial Services Group, Inc.3+3$134+$134
MAI Capital Management2+2$90+$90
SJS Investment Consulting Inc.1+1$45+$45
State of Alaska, Department of Revenue258+258$11+$11

Added To(32)

ManagerSharesΔ SharesValueΔ Value% Δ
Fourthstone LLC102,585+57,167$4.6M+$2.6M125.9%
VANGUARD GROUP INC338,365+31,907$15.1M+$1.9M10.4%
FMR LLC539,270+9,189$24.1M+$1.2M1.7%
RBF Capital, LLC40,000+20,000$1.8M+$924.8K100.0%
De Lisle Partners LLP213,186+12,831$9.5M+$883.4K6.4%
BlackRock, Inc.366,332+6,237$16.4M+$836.9K1.7%
CITADEL ADVISORS LLC29,348+15,844$1.3M+$729.0K117.3%
GEODE CAPITAL MANAGEMENT, LLC151,555+9,764$6.8M+$657.7K6.9%
DIMENSIONAL FUND ADVISORS LP110,408+6,769$4.9M+$463.3K6.5%
RICE HALL JAMES & ASSOCIATES, LLC37,141+9,145$1.7M+$452.1K32.7%
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.69,275+6,740$3.1M+$398.1K10.8%
STATE STREET CORP89,872+5,500$4.0M+$376.6K6.5%
CALDWELL SUTTER CAPITAL, INC.106,283+599$4.7M+$190.6K0.6%
Squarepoint Ops LLC13,064+3,883$583.8K+$187.8K42.3%
Man Group plc17,459+3,416$780.2K+$174.4K24.3%
BARCLAYS PLC12,924+3,459$574.6K+$166.3K36.5%
WELLS FARGO & COMPANY/MN7,319+2,582$327.1K+$122.7K54.5%
GOLDMAN SACHS GROUP INC18,465+2,105$825.2K+$119.4K12.9%
BANK OF AMERICA CORP /DE/5,178+2,224$231.4K+$104.0K75.3%
JPMORGAN CHASE & CO5,356+1,676$239.4K+$80.6K45.5%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC18,455+797$824.8K+$63.0K4.5%
RENAISSANCE TECHNOLOGIES LLC11,700+395$522.9K+$35.2K3.5%
RAYMOND JAMES FINANCIAL INC19,221+51$859.0K+$32.0K0.3%
BNP PARIBAS FINANCIAL MARKETS1,892+665$84.6K+$31.6K54.2%
AQR CAPITAL MANAGEMENT LLC11,684+226$522.2K+$27.9K2.0%
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.3,043+173$136.0K+$12.2K6.0%
Russell Investments Group, Ltd.656+127$29.3K+$6.5K24.0%
CITIGROUP INC628+72$28.1K+$4.1K12.9%
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM401+2$17.9K+$7080.5%
GAMMA Investing LLC58+10$2.6K+$52120.8%
AMALGAMATED BANK205+21$9+$111.4%
Covestor Ltd20+9$1$081.8%

Reduced(35)

ManagerSharesΔ SharesValueΔ Value% Δ
Siena Capital Partners GP, LLC239,006-47,746$10.7M-$1.7M-16.6%
MANUFACTURERS LIFE INSURANCE COMPANY, THE196,740-1,696$8.8M+$231.8K-0.8%
UBS Group AG4,274-5,283$191.0K-$221.3K-55.3%
Royal Bank of Canada2,407-4,577$108.0K-$200.0K-65.5%
MORGAN STANLEY20,404-4,802$911.9K-$175.5K-19.1%
JANE STREET GROUP, LLC5,409-3,416$241.7K-$139.0K-38.7%
Bank of New York Mellon Corp26,262-2,989$1.2M-$88.2K-10.2%
Elizabeth Park Capital Advisors, Ltd.53,7780$2.4M+$83.4K0.0%
ALBERT D MASON INC44,681-97$2.0M+$65.1K-0.2%
NORTHERN TRUST CORP44,424-3,010$2.0M-$61.0K-6.3%
Angel Oak Capital Advisors, LLC28,0000$1.3M+$43.4K0.0%
KENNEDY CAPITAL MANAGEMENT LLC27,4230$1.2M+$42.5K0.0%
EverSource Wealth Advisors, LLC20-878$893-$37.8K-97.8%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC13,640-34$610.8K+$34.6K-0.2%
LOS ANGELES CAPITAL MANAGEMENT LLC11,7570$484.0K-$23.2K0.0%
COURIER CAPITAL LLC10,0000$446.9K+$15.5K0.0%
NISA INVESTMENT ADVISORS, LLC6-350$268-$15.1K-98.3%
RHUMBLINE ADVISERS5,248-535$234.5K-$14.9K-9.3%
Nuveen, LLC9,4110$420.6K+$14.6K0.0%
Integrated Quantitative Investments LLC5,9530$266.0K+$9.2K0.0%
BRIDGEWAY CAPITAL MANAGEMENT, LLC4,8230$215.5K+$7.5K0.0%
MetLife Investment Management, LLC3,2540$145.4K+$5.0K0.0%
NEW YORK STATE COMMON RETIREMENT FUND2,7460$122.7K+$4.3K0.0%
Tower Research Capital LLC (TRC)270-101$12.1K-$3.9K-27.2%
Police & Firemen's Retirement System of New Jersey1,8570$83.0K+$2.9K0.0%
Copeland Capital Management, LLC1,4180$63.4K+$2.2K0.0%
Sterling Capital Management LLC376-50$16.8K-$1.6K-11.7%
Legal & General Group Plc5750$25.7K+$8910.0%
Ameritas Investment Partners, Inc.4520$20.2K+$7010.0%
OSAIC HOLDINGS, INC.3300$14.7K+$4290.0%
Optiver Holding B.V.1060$4.7K+$1640.0%
True Wealth Design, LLC5-1$224-$35-16.7%
MassMutual Private Wealth & Trust, FSB110$492+$170.0%
ROTHSCHILD INVESTMENT LLC50$223+$70.0%
CWM, LLC1,077-12$48+$1-1.1%

Sold Out(4)

ManagerSharesΔ SharesValueΔ Value% Δ
MILLENNIUM MANAGEMENT LLC0-7,806$0-$336.8K
Arax Advisory Partners0-377$0-$16.3K
Clearstead Advisors, LLC0-6$0-$259
ACADIAN ASSET MANAGEMENT LLC0-741$0-$31