13F QoQ Ownership Changes
PLNT Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 85 new · 133 added · 218 reduced · 64 exited
New Positions(85)
Added To(133)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| D. E. Shaw & Co., Inc. | 1,097,317 | +1,094,776 | $119.0M | +$118.8M | 43084.4% |
| BlackRock, Inc. | 9,835,119 | +588,330 | $1.07B | +$107.0M | 6.4% |
| Dorsal Capital Management, LP | 2,750,000 | +425,000 | $298.3M | +$57.0M | 18.3% |
| SRS Investment Management, LLC | 4,877,578 | +212,145 | $529.1M | +$44.8M | 4.5% |
| NORGES BANK | 1,003,001 | +4,755 | $108.8M | +$27.7M | 0.5% |
| Point72 Asset Management, L.P. | 1,327,987 | +183,869 | $144.0M | +$25.3M | 16.1% |
| CITADEL ADVISORS LLC | 1,807,183 | +146,338 | $196.0M | +$23.6M | 8.8% |
| AMERICAN CENTURY COMPANIES INC | 372,519 | +129,633 | $40.4M | +$15.2M | 53.4% |
| BANK OF AMERICA CORP /DE/ | 726,962 | +99,792 | $78.9M | +$13.8M | 15.9% |
| MANE GLOBAL CAPITAL MANAGEMENT LP | 315,351 | +115,351 | $34.2M | +$13.4M | 57.7% |
| Fiera Capital Corp | 427,517 | +105,851 | $46.4M | +$13.0M | 32.9% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 295,800 | +97,754 | $32.1M | +$11.5M | 49.4% |
| WELLS FARGO & COMPANY/MN | 220,806 | +99,692 | $24.0M | +$11.4M | 82.3% |
| Gotham Asset Management, LLC | 437,862 | +82,053 | $47.5M | +$10.6M | 23.1% |
| GEODE CAPITAL MANAGEMENT, LLC | 1,658,435 | +26,575 | $179.9M | +$10.5M | 1.6% |
| CITIGROUP INC | 123,836 | +94,375 | $13.4M | +$10.4M | 320.3% |
| Freestone Grove Partners LP | 587,343 | +59,709 | $63.7M | +$8.9M | 11.3% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 391,150 | +58,101 | $42.4M | +$7.9M | 17.4% |
| DIMENSIONAL FUND ADVISORS LP | 1,216,215 | +10,508 | $131.9M | +$6.8M | 0.9% |
| CIBC Private Wealth Group LLC | 323,740 | +49,801 | $35.1M | +$6.7M | 18.2% |
| PEAK6 LLC | 64,100 | +59,800 | $7.0M | +$6.5M | 1390.7% |
| Susquehanna Portfolio Strategies, LLC | 65,840 | +44,140 | $7.1M | +$4.9M | 203.4% |
| Amundi | 119,317 | +35,506 | $12.9M | +$4.7M | 42.4% |
| JANE STREET GROUP, LLC | 94,810 | +40,438 | $10.3M | +$4.6M | 74.4% |
| BW Gestao de Investimentos Ltda. | 148,552 | +33,491 | $16.1M | +$4.2M | 29.1% |
| MORGAN STANLEY | 643,375 | +10,015 | $69.8M | +$4.0M | 1.6% |
| TD Asset Management Inc | 598,750 | +9,618 | $64.9M | +$3.8M | 1.6% |
| Danica Pension, Livsforsikringsaktieselskab | 142,764 | +27,970 | $15.5M | +$3.6M | 24.4% |
| UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC | 302,479 | +20,199 | $32.8M | +$3.5M | 7.2% |
| Nippon Life Global Investors Americas, Inc. | 32,400 | +27,090 | $3.5M | +$3.0M | 510.2% |
| FRONTIER CAPITAL MANAGEMENT CO LLC | 303,871 | +13,827 | $33.0M | +$2.9M | 4.8% |
| Quantinno Capital Management LP | 143,794 | +20,333 | $15.6M | +$2.8M | 16.5% |
| Pelham Capital Ltd. | 143,044 | +19,338 | $15.5M | +$2.7M | 15.6% |
| TUDOR INVESTMENT CORP ET AL | 31,500 | +24,200 | $3.4M | +$2.7M | 331.5% |
| Jump Financial, LLC | 23,700 | +21,505 | $2.6M | +$2.3M | 979.7% |
| PRINCIPAL FINANCIAL GROUP INC | 238,720 | +10,870 | $25.9M | +$2.2M | 4.8% |
| Blackstone Inc. | 24,373 | +17,631 | $2.6M | +$1.9M | 261.5% |
| Nuveen, LLC | 251,914 | +6,029 | $27.3M | +$1.8M | 2.5% |
| Hilton Capital Management, LLC | 48,180 | +14,927 | $5.2M | +$1.8M | 44.9% |
| BARCLAYS PLC | 97,536 | +11,622 | $10.6M | +$1.7M | 13.5% |
| Tidal Investments LLC | 42,493 | +14,312 | $4.6M | +$1.7M | 50.8% |
| AEGON ASSET MANAGEMENT UK Plc | 135,589 | +8,333 | $14.7M | +$1.5M | 6.5% |
| MILLENNIUM MANAGEMENT LLC | 19,215 | +13,015 | $2.1M | +$1.4M | 209.9% |
| STATE OF WISCONSIN INVESTMENT BOARD | 129,619 | +5,098 | $14.1M | +$1.1M | 4.1% |
| Swiss National Bank | 165,585 | +3,000 | $18.0M | +$1.1M | 1.8% |
| One Capital Management, LLC | 23,872 | +7,183 | $2.6M | +$857.1K | 43.0% |
| Future Fund LLC | 23,870 | +7,183 | $2.6M | +$857.1K | 43.0% |
| AlphaQuest LLC | 12,725 | +5,677 | $1.4M | +$648.7K | 80.5% |
| ALLIANCEBERNSTEIN L.P. | 100,980 | +1,475 | $11.0M | +$624.7K | 1.5% |
| Vontobel Holding Ltd. | 29,218 | +4,260 | $3.2M | +$578.6K | 17.1% |
| BNP PARIBAS FINANCIAL MARKETS | 17,682 | +4,626 | $1.9M | +$562.8K | 35.4% |
| WHITTIER TRUST CO | 108,669 | +105 | $11.5M | +$543.0K | 0.1% |
| Polymer Capital Management (US) LLC | 11,316 | +4,653 | $1.2M | +$535.8K | 69.8% |
| E. Ohman J:or Asset Management AB | 26,287 | +3,298 | $2.9M | +$465.1K | 14.3% |
| Oak Thistle LLC | 9,238 | +3,722 | $1.0M | +$429.5K | 67.5% |
| Bridgefront Capital, LLC | 5,383 | +3,418 | $583.9K | +$379.9K | 173.9% |
| WHITTIER TRUST CO OF NEVADA INC | 58,945 | +752 | $6.2M | +$364.5K | 1.3% |
| Allianz Asset Management GmbH | 20,722 | +2,108 | $2.2M | +$315.6K | 11.3% |
| KENNEDY CAPITAL MANAGEMENT LLC | 55,853 | +296 | $6.1M | +$291.6K | 0.5% |
| Corient Private Wealth LLC | 9,347 | +4,360 | $804.3K | +$286.6K | 87.4% |
| STANSBERRY ASSET MANAGEMENT, LLC | 58,276 | +45 | $6.3M | +$276.8K | 0.1% |
| Pacer Advisors, Inc. | 13,073 | +2,013 | $1.4M | +$270.0K | 18.2% |
| Fulton Bank, N.A. | 7,411 | +2,219 | $803.9K | +$264.9K | 42.7% |
| Ethic Inc. | 12,182 | +1,593 | $1.3M | +$222.2K | 15.0% |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 25,055 | +968 | $2.7M | +$217.5K | 4.0% |
| Creative Planning | 11,000 | +1,598 | $1.2M | +$217.3K | 17.0% |
| AQR CAPITAL MANAGEMENT LLC | 8,014 | +1,384 | $869.3K | +$181.1K | 20.9% |
| EXCHANGE TRADED CONCEPTS, LLC | 9,053 | +1,329 | $982.0K | +$180.2K | 17.2% |
| MERCER GLOBAL ADVISORS INC /ADV | 3,994 | +1,536 | $433.2K | +$178.1K | 62.5% |
| Vanguard Personalized Indexing Management, LLC | 9,274 | +893 | $1.0M | +$136.0K | 10.7% |
| CAPSTONE INVESTMENT ADVISORS, LLC | 11,392 | +764 | $1.2M | +$132.5K | 7.2% |
| Russell Investments Group, Ltd. | 20,049 | +366 | $2.2M | +$131.6K | 1.9% |
| M&T Bank Corp | 4,450 | +1,055 | $482.9K | +$130.5K | 31.1% |
| Federation des caisses Desjardins du Quebec | 6,558 | +955 | $711.3K | +$129.8K | 17.0% |
| Tower Research Capital LLC (TRC) | 4,453 | +816 | $483.0K | +$105.5K | 22.4% |
| Rockefeller Capital Management L.P. | 3,354 | +848 | $363.8K | +$103.7K | 33.8% |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 945,106 | +819,943 | $102.5K | +$89.5K | 655.1% |
| Parallel Advisors, LLC | 930 | +698 | $100.9K | +$76.8K | 300.9% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 4,545 | +314 | $479.6K | +$70.0K | 7.4% |
| Diversified Trust Co | 5,656 | +365 | $613.5K | +$64.3K | 6.9% |
| QUADRANT CAPITAL GROUP LLC | 7,843 | +249 | $850.7K | +$62.5K | 3.3% |
| T. Rowe Price Investment Management, Inc. | 9,236,173 | +149,503 | $1.0M | +$58.7K | 1.6% |
| MML INVESTORS SERVICES, LLC | 9,811 | +122 | $1.1M | +$58.5K | 1.3% |
| NEUBERGER BERMAN GROUP LLC | 7,649 | +159 | $829.7K | +$52.2K | 2.1% |
| Sterling Capital Management LLC | 601 | +474 | $65.2K | +$52.0K | 373.2% |
| CIBC WORLD MARKET INC. | 8,662 | +55 | $939.6K | +$46.2K | 0.6% |
| DANSKE BANK A/S | 900 | +400 | $97.6K | +$45.7K | 80.0% |
| QRG CAPITAL MANAGEMENT, INC. | 2,387 | +266 | $258.9K | +$38.7K | 12.5% |
| HighTower Advisors, LLC | 5,763 | +108 | $625.1K | +$38.1K | 1.9% |
| Larson Financial Group LLC | 1,145 | +291 | $124.2K | +$35.6K | 34.1% |
| COLDSTREAM CAPITAL MANAGEMENT INC | 3,782 | +168 | $410.2K | +$35.1K | 4.6% |
| Versant Capital Management, Inc | 1,357 | +174 | $147.2K | +$24.4K | 14.7% |
| PNC Financial Services Group, Inc. | 4,421 | +19 | $479.5K | +$22.6K | 0.4% |
| Clearstead Advisors, LLC | 335 | +193 | $36.3K | +$21.6K | 135.9% |
| SIMON QUICK ADVISORS, LLC | 3,861 | +12 | $418.8K | +$19.3K | 0.3% |
| Concurrent Investment Advisors, LLC | 2,897 | +51 | $314.2K | +$18.8K | 1.8% |
| MAI Capital Management | 195 | +155 | $21.2K | +$17.0K | 387.5% |
| Cetera Trust Company, N.A | 2,975 | +25 | $322.7K | +$16.5K | 0.8% |
| Farther Finance Advisors, LLC | 874 | +83 | $94.8K | +$12.7K | 10.5% |
| Truvestments Capital LLC | 2,469 | +7 | $267.8K | +$12.3K | 0.3% |
| Beaumont Financial Advisors, LLC | 2,064 | +24 | $223.9K | +$12.1K | 1.2% |
| Van Berkom & Associates Inc. | 818,233 | +75,614 | $88.8K | +$11.7K | 10.2% |
| STRS OHIO | 2,010 | +4 | $218.0K | +$9.8K | 0.2% |
| SIGNATUREFD, LLC | 602 | +65 | $65.3K | +$9.6K | 12.1% |
| FIFTH THIRD BANCORP | 948 | +49 | $102.8K | +$9.5K | 5.5% |
| Atlantic Union Bankshares Corp | 494 | +68 | $53.6K | +$9.4K | 16.0% |
| UMB Bank, n.a. | 958 | +43 | $103.9K | +$8.9K | 4.7% |
| Quarry LP | 449 | +55 | $48.7K | +$7.8K | 13.9% |
| EverSource Wealth Advisors, LLC | 406 | +48 | $44.0K | +$6.9K | 13.4% |
| JFS WEALTH ADVISORS, LLC | 112 | +60 | $12.1K | +$6.8K | 115.4% |
| BESSEMER GROUP INC | 386,034 | +43,040 | $41.9K | +$6.3K | 12.5% |
| HRT FINANCIAL LP | 65,684 | +52,499 | $7.1K | +$5.8K | 398.2% |
| LORD, ABBETT & CO. LLC | 450,420 | +11,545 | $48.9K | +$3.3K | 2.6% |
| Clearstead Trust, LLC | 26 | +20 | $2.8K | +$2.2K | 333.3% |
| Root Financial Partners, LLC | 127 | +14 | $13.8K | +$2.0K | 12.4% |
| CoreCap Advisors, LLC | 47 | +11 | $5.1K | +$1.4K | 30.6% |
| MassMutual Private Wealth & Trust, FSB | 195 | +2 | $21.2K | +$1.1K | 1.0% |
| Rossby Financial, LCC | 23 | +9 | $2.5K | +$1.1K | 64.3% |
| Global Retirement Partners, LLC | 38 | +8 | $4.1K | +$1.0K | 26.7% |
| ROTHSCHILD INVESTMENT LLC | 12 | +8 | $1.3K | +$887 | 200.0% |
| High Note Wealth, LLC | 43 | +6 | $4.7K | +$823 | 16.2% |
| Bare Financial Services, Inc | 12 | +5 | $1.3K | +$574 | 71.4% |
| Bell Investment Advisors, Inc | 11 | +5 | $1.2K | +$571 | 83.3% |
| FARMERS & MERCHANTS INVESTMENTS INC | 70 | +2 | $7.6K | +$535 | 2.9% |
| State of Alaska, Department of Revenue | 13,416 | +4,236 | $1.5K | +$502 | 46.1% |
| Bay Harbor Wealth Management, LLC | 7 | +3 | $759 | +$344 | 75.0% |
| SG Americas Securities, LLC | 26,989 | +1,996 | $2.9K | +$333 | 8.0% |
| Retirement Wealth Solutions LLC | 14 | +1 | $1.5K | +$169 | 7.7% |
| HANTZ FINANCIAL SERVICES, INC. | 1,580 | +1,176 | $171 | +$129 | 291.1% |
| HFM Investment Advisors, LLC | 5 | +1 | $543 | +$128 | 25.0% |
| Rialto Wealth Management, LLC | 4 | +1 | $434 | +$122 | 33.3% |
| Daiwa Securities Group Inc. | 1,879 | +349 | $204 | +$45 | 22.8% |
| Covestor Ltd | 1,163 | +387 | $126 | +$45 | 49.9% |