13F QoQ Ownership Changes
POST Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 69 new · 105 added · 236 reduced · 76 exited
New Positions(69)
Added To(105)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| TWO SIGMA ADVISERS, LP | 785,615 | +595,900 | $77.8M | +$57.4M | 314.1% |
| TWO SIGMA INVESTMENTS, LP | 725,987 | +581,623 | $71.9M | +$56.4M | 402.9% |
| FMR LLC | 919,027 | +591,729 | $91.0M | +$55.9M | 180.8% |
| NORGES BANK | 1,147,505 | +531,235 | $113.7M | +$42.3M | 86.2% |
| Quantinno Capital Management LP | 327,395 | +225,125 | $32.4M | +$21.4M | 220.1% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 415,493 | +212,325 | $41.2M | +$19.3M | 104.5% |
| CITADEL ADVISORS LLC | 277,132 | +184,696 | $27.4M | +$17.5M | 199.8% |
| BARCLAYS PLC | 321,396 | +157,054 | $35.0M | +$17.4M | 95.6% |
| D. E. Shaw & Co., Inc. | 317,841 | +171,172 | $31.5M | +$15.7M | 116.7% |
| Fisher Asset Management, LLC | 242,101 | +123,423 | $24.0M | +$11.2M | 104.0% |
| JPMORGAN CHASE & CO | 2,975,680 | +138,308 | $294.7M | -$10.2M | 4.9% |
| DIMENSIONAL FUND ADVISORS LP | 2,957,198 | +144,775 | $292.9M | -$9.4M | 5.1% |
| Holocene Advisors, LP | 1,157,542 | +9,265 | $114.7M | -$8.8M | 0.8% |
| GEODE CAPITAL MANAGEMENT, LLC | 880,993 | +8,906 | $87.3M | -$6.5M | 1.0% |
| ONTARIO TEACHERS PENSION PLAN BOARD | 90,626 | +64,126 | $9.3M | +$6.4M | 242.0% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 498,596 | +545 | $49.4M | -$4.1M | 0.1% |
| MORGAN STANLEY | 909,995 | +108,326 | $90.1M | +$4.0M | 13.5% |
| IRIDIAN ASSET MANAGEMENT LLC/CT | 169,125 | +50,044 | $16.8M | +$4.0M | 42.0% |
| Bridgewater Associates, LP | 63,232 | +35,726 | $6.3M | +$3.3M | 129.9% |
| UBS Group AG | 618,394 | +73,116 | $61.3M | +$2.6M | 13.4% |
| LOOMIS SAYLES & CO L P | 253,125 | +3,878 | $25.1M | -$1.7M | 1.6% |
| GAMCO INVESTORS, INC. ET AL | 232,682 | +3,266 | $23.0M | -$1.6M | 1.4% |
| CIBC Private Wealth Group LLC | 40,515 | +14,999 | $4.0M | +$1.3M | 58.8% |
| LPL Financial LLC | 82,920 | +18,156 | $8.2M | +$1.3M | 28.0% |
| UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC | 150,257 | +21,281 | $14.9M | +$1.0M | 16.5% |
| GOLDMAN SACHS GROUP INC | 187,346 | +23,685 | $18.6M | +$966.2K | 14.5% |
| NOMURA HOLDINGS INC | 15,000 | +9,841 | $1.5M | +$931.3K | 190.8% |
| LGT Fund Management Co Ltd. | 61,812 | +13,543 | $6.1M | +$925.1K | 28.1% |
| Focus Partners Wealth | 11,219 | +8,704 | $1.1M | +$841.3K | 346.1% |
| COMMONWEALTH EQUITY SERVICES, LLC | 8,452 | +298 | $837.2K | +$836.3K | 3.6% |
| VIRTUS ADVISERS, LLC | 10,524 | +7,016 | $1.1M | +$729.9K | 200.0% |
| Creative Planning | 13,947 | +7,385 | $1.4M | +$676.2K | 112.5% |
| Steward Partners Investment Advisory, LLC | 5,250 | +4,783 | $520.0K | +$469.8K | 1024.2% |
| Corient Private Wealth LLC | 27,803 | +4,963 | $2.8M | +$299.2K | 21.7% |
| Aster Capital Management (DIFC) Ltd | 2,194 | +2,183 | $217.3K | +$216.1K | 19845.5% |
| Sequoia Financial Advisors, LLC | 8,705 | +2,548 | $862.2K | +$200.5K | 41.4% |
| ANDERSON HOAGLAND & CO | 25,109 | +178 | $2.5M | -$192.5K | 0.7% |
| MARINER INVESTMENT GROUP LLC | 75,000 | +25,000 | $225.0K | +$170.0K | 50.0% |
| HARBOUR INVESTMENTS, INC. | 1,734 | +1,641 | $171.8K | +$161.8K | 1764.5% |
| MERCER GLOBAL ADVISORS INC /ADV | 6,552 | +1,982 | $649.0K | +$157.8K | 43.4% |
| Ethic Inc. | 14,138 | +2,558 | $1.4M | +$155.8K | 22.1% |
| HighTower Advisors, LLC | 8,922 | +2,034 | $883.7K | +$143.4K | 29.5% |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 10,695 | +40 | $1.1M | -$85.9K | 0.4% |
| Russell Investments Group, Ltd. | 18,970 | +700 | $1.9M | -$84.3K | 3.8% |
| QRG CAPITAL MANAGEMENT, INC. | 3,173 | +983 | $314.3K | +$78.9K | 44.9% |
| Versant Capital Management, Inc | 1,735 | +824 | $171.9K | +$73.9K | 90.5% |
| KLP KAPITALFORVALTNING AS | 12,200 | +300 | $1.2M | -$70.6K | 2.5% |
| State of New Jersey Common Pension Fund D | 20,120 | +943 | $2.0M | -$68.3K | 4.9% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 6,094 | +1,094 | $600.9K | +$62.5K | 21.9% |
| Miracle Mile Advisors, LLC | 7,380 | +6 | $731.0K | -$61.6K | 0.1% |
| Vanguard Personalized Indexing Management, LLC | 6,821 | +12 | $675.6K | -$56.3K | 0.2% |
| GATEWAY INVESTMENT ADVISERS LLC | 6,940 | +79 | $687.4K | -$50.0K | 1.1% |
| GUGGENHEIM CAPITAL LLC | 3,887 | +708 | $385.0K | +$43.3K | 22.3% |
| Optimize Financial Inc | 5,601 | +80 | $554.8K | -$38.6K | 1.4% |
| JONES FINANCIAL COMPANIES LLLP | 495 | +380 | $49.0K | +$36.8K | 330.4% |
| BURNEY CO/ | 5,287 | +85 | $523.6K | -$35.4K | 1.6% |
| SEI INVESTMENTS CO | 122,549 | +9,304 | $12.1M | -$31.6K | 8.2% |
| OPPENHEIMER ASSET MANAGEMENT INC. | 9,724 | +484 | $963.2K | -$30.0K | 5.2% |
| Asset Management One Co., Ltd. | 4,072 | +12 | $406.8K | -$29.6K | 0.3% |
| Walleye Trading LLC | 5,823 | +723 | $576.8K | +$28.6K | 14.2% |
| State of Wyoming | 2,104 | +430 | $208.4K | +$28.5K | 25.7% |
| Concurrent Investment Advisors, LLC | 2,375 | +431 | $235.2K | +$26.3K | 22.2% |
| COOKSON PEIRCE & CO INC | 2,931 | +456 | $290.3K | +$24.3K | 18.4% |
| CSS LLC/IL | 7,301 | +770 | $723.2K | +$21.2K | 11.8% |
| Inspire Investing, LLC | 4,719 | +539 | $467.4K | +$18.2K | 12.9% |
| Snowden Capital Advisors LLC | 2,180 | +14 | $215.9K | -$16.9K | 0.6% |
| Forum Financial Management, LP | 2,261 | +30 | $224.0K | -$15.8K | 1.3% |
| Summit Trail Advisors, LLC | 16,017 | +1,398 | $1.6M | +$15.2K | 9.6% |
| Tower Research Capital LLC (TRC) | 2,348 | +308 | $232.6K | +$13.3K | 15.1% |
| Parkside Financial Bank & Trust | 1,506 | +1 | $149.2K | -$12.6K | 0.1% |
| Trail Ridge Investment Advisors, LLC | 7,542 | +482 | $747.0K | -$11.8K | 6.8% |
| Pathstone Holdings, LLC | 11,509 | +807 | $1.1M | -$10.3K | 7.5% |
| ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC | 2,603 | +109 | $257.8K | -$10.2K | 4.4% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 11,799 | +1,020 | $1.2M | +$10.2K | 9.5% |
| NewEdge Advisors, LLC | 5,456 | +339 | $540.4K | -$9.6K | 6.6% |
| NEUBERGER BERMAN GROUP LLC | 4,315 | +253 | $427.4K | -$9.2K | 6.2% |
| Larson Financial Group LLC | 267 | +103 | $26.4K | +$8.8K | 62.8% |
| FIFTH THIRD BANCORP | 755 | +137 | $74.8K | +$8.4K | 22.2% |
| Empowered Funds, LLC | 17,493 | +1,303 | $1.7M | -$7.4K | 8.0% |
| Quent Capital, LLC | 164 | +72 | $16.2K | +$6.4K | 78.3% |
| FEDERATED HERMES, INC. | 12,309 | +1,017 | $1.2M | +$5.5K | 9.0% |
| True Wealth Design, LLC | 57 | +50 | $5.6K | +$4.9K | 714.3% |
| HUNTINGTON NATIONAL BANK | 103 | +53 | $10.2K | +$4.8K | 106.0% |
| MAI Capital Management | 64 | +44 | $6.3K | +$4.2K | 220.0% |
| Clearstead Advisors, LLC | 157 | +44 | $15.6K | +$3.4K | 38.9% |
| Hara Capital LLC | 7,797 | +641 | $772.3K | +$3.2K | 8.9% |
| LSV ASSET MANAGEMENT | 44,550 | +26,400 | $4.4K | +$2.5K | 145.4% |
| Lido Advisors, LLC | 2,875 | +23 | $308.8K | +$2.3K | 0.8% |
| Rockefeller Capital Management L.P. | 2,056 | +143 | $203.6K | -$2.0K | 7.5% |
| Fortitude Family Office, LLC | 280 | +8 | $27.7K | -$1.5K | 2.9% |
| JFS WEALTH ADVISORS, LLC | 79 | +20 | $7.8K | +$1.5K | 33.9% |
| Legacy Wealth Managment, LLC/ID | 35 | +15 | $3.5K | +$1.3K | 75.0% |
| PRIVATE TRUST CO NA | 3,147 | +235 | $311.7K | -$1.3K | 8.1% |
| NBC SECURITIES, INC. | 196 | +4 | $19.4K | -$1.2K | 2.1% |
| Redwood Investment Management, LLC | 24,249 | +13,197 | $2.4K | +$1.2K | 119.4% |
| Farther Finance Advisors, LLC | 290 | +34 | $28.7K | +$1.2K | 13.3% |
| Root Financial Partners, LLC | 171 | +3 | $16.9K | -$1.1K | 1.8% |
| Smartleaf Asset Management LLC | 211 | +22 | $21.0K | +$916 | 11.6% |
| ROTHSCHILD INVESTMENT LLC | 16 | +8 | $1.6K | +$725 | 100.0% |
| Spire Wealth Management | 74 | +1 | $7.3K | -$516 | 1.4% |
| CoreCap Advisors, LLC | 52 | +7 | $5.2K | +$314 | 15.6% |
| Bay Harbor Wealth Management, LLC | 7 | +2 | $693 | +$156 | 40.0% |
| PARK AVENUE SECURITIES LLC | 8,660 | +493 | $858 | -$20 | 6.0% |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 562 | +120 | $56 | +$8 | 27.1% |
| HANTZ FINANCIAL SERVICES, INC. | 199 | +15 | $20 | $0 | 8.2% |