13F QoQ Ownership Changes
RYAOF Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 104 new · 137 added · 176 reduced · 61 exited
New Positions(104)
Added To(137)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| Capital International Investors | 39,929,929 | +2,464,742 | $2.88B | +$633.9M | 6.6% |
| Capital World Investors | 31,051,257 | +312,323 | $2.24B | +$390.6M | 1.0% |
| FMR LLC | 12,534,595 | +928,901 | $904.9M | +$206.0M | 8.0% |
| WELLINGTON MANAGEMENT GROUP LLP | 3,895,021 | +1,429,666 | $281.2M | +$132.7M | 58.0% |
| JANUS HENDERSON GROUP PLC | 5,567,154 | +117,639 | $401.9M | +$73.7M | 2.1% |
| Ovata Capital Management Ltd | 981,383 | +710,791 | $72.0M | +$55.7M | 262.7% |
| BANK OF AMERICA CORP /DE/ | 1,882,435 | +438,715 | $135.9M | +$49.0M | 30.4% |
| SEI INVESTMENTS CO | 1,617,288 | +437,874 | $116.8M | +$45.7M | 37.1% |
| JPMORGAN CHASE & CO | 3,237,385 | +60,847 | $233.7M | +$42.4M | 1.9% |
| FIL Ltd | 1,541,168 | +352,526 | $111.3M | +$39.7M | 29.6% |
| MORGAN STANLEY | 1,801,283 | +228,865 | $130.0M | +$35.3M | 14.6% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 347,317 | +269,363 | $25.1M | +$20.4M | 345.5% |
| ASSETMARK, INC | 355,617 | +213,948 | $25.7M | +$17.1M | 151.0% |
| WELLS FARGO & COMPANY/MN | 659,038 | +146,043 | $47.6M | +$16.7M | 28.5% |
| RAYMOND JAMES FINANCIAL INC | 589,696 | +134,830 | $42.6M | +$15.2M | 29.6% |
| ENVESTNET ASSET MANAGEMENT INC | 745,902 | +65,116 | $53.8M | +$12.8M | 9.6% |
| Assenagon Asset Management S.A. | 174,808 | +167,764 | $12.6M | +$12.2M | 2381.7% |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 219,313 | +122,934 | $16.0M | +$10.4M | 127.5% |
| CAPITAL INTERNATIONAL SARL | 705,096 | +24,420 | $50.9M | +$9.9M | 3.6% |
| Teewinot Capital Advisers, L.L.C. | 708,169 | +5,447 | $51.1M | +$8.8M | 0.8% |
| BANK OF MONTREAL /CAN/ | 213,327 | +103,637 | $15.4M | +$8.8M | 94.5% |
| NORTHERN TRUST CORP | 363,995 | +68,931 | $26.3M | +$8.5M | 23.4% |
| CREDIT INDUSTRIEL ET COMMERCIAL | 195,439 | +70,839 | $14.1M | +$6.6M | 56.9% |
| GREAT LAKES ADVISORS, LLC | 528,213 | +2,368 | $38.1M | +$6.5M | 0.5% |
| FRANKLIN RESOURCES INC | 391,605 | +23,121 | $28.3M | +$6.1M | 6.3% |
| CITIGROUP INC | 139,527 | +71,444 | $10.1M | +$6.0M | 104.9% |
| STATE STREET CORP | 395,920 | +16,662 | $28.6M | +$5.7M | 4.4% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 173,101 | +58,265 | $12.5M | +$5.6M | 50.7% |
| Grantham, Mayo, Van Otterloo & Co. LLC | 87,398 | +60,260 | $6.3M | +$4.7M | 222.1% |
| Quantinno Capital Management LP | 100,292 | +35,776 | $7.2M | +$3.4M | 55.5% |
| MML INVESTORS SERVICES, LLC | 68,328 | +34,555 | $4.9M | +$2.9M | 102.3% |
| STIFEL FINANCIAL CORP | 129,552 | +18,860 | $9.4M | +$2.7M | 17.0% |
| Bank of New York Mellon Corp | 132,638 | +16,310 | $9.6M | +$2.6M | 14.0% |
| LPL Financial LLC | 89,622 | +23,068 | $6.5M | +$2.5M | 34.7% |
| AMERICAN CENTURY COMPANIES INC | 48,307 | +31,243 | $3.5M | +$2.5M | 183.1% |
| Orion Porfolio Solutions, LLC | 55,403 | +27,465 | $4.0M | +$2.3M | 98.3% |
| QRG CAPITAL MANAGEMENT, INC. | 65,709 | +23,854 | $4.7M | +$2.2M | 57.0% |
| Vestmark Advisory Solutions, Inc. | 40,643 | +26,864 | $2.9M | +$2.1M | 195.0% |
| Invesco Ltd. | 96,337 | +6,331 | $7.0M | +$1.5M | 7.0% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 51,564 | +14,298 | $3.7M | +$1.5M | 38.4% |
| Aquatic Capital Management LLC | 26,517 | +17,475 | $1.9M | +$1.4M | 193.3% |
| Callan Family Office, LLC | 27,412 | +14,119 | $2.0M | +$1.2M | 106.2% |
| NewEdge Wealth, LLC | 84,731 | +7,544 | $6.1M | +$1.2M | 9.8% |
| Cerity Partners LLC | 24,642 | +13,521 | $1.8M | +$1.1M | 121.6% |
| CAPITAL GROUP INVESTMENT MANAGEMENT PTE. LTD. | 77,827 | +2,379 | $5.6M | +$1.1M | 3.1% |
| Cetera Investment Advisers | 36,359 | +10,520 | $2.6M | +$1.1M | 40.7% |
| RITHOLTZ WEALTH MANAGEMENT | 31,047 | +11,085 | $2.2M | +$1.0M | 55.5% |
| Asset Management One Co., Ltd. | 78,475 | +347 | $5.7M | +$1.0M | 0.4% |
| Caprock Group, LLC | 23,680 | +12,353 | $1.7M | +$990.5K | 109.0% |
| &PARTNERS | 27,206 | +10,837 | $2.0M | +$979.2K | 66.2% |
| CIBC Asset Management Inc | 68,114 | +3,271 | $4.8M | +$931.8K | 5.0% |
| Gradient Investments LLC | 30,668 | +9,243 | $2.2M | +$923.7K | 43.1% |
| BEACON INVESTMENT ADVISORS LLC | 66,188 | +97 | $4.8M | +$798.1K | 0.1% |
| CAPTRUST FINANCIAL ADVISORS | 25,787 | +7,811 | $1.9M | +$779.0K | 43.5% |
| TRUIST FINANCIAL CORP | 28,740 | +6,999 | $2.1M | +$765.5K | 32.2% |
| Mariner, LLC | 31,470 | +3,203 | $2.3M | +$570.6K | 11.3% |
| US BANCORP \DE\ | 36,736 | +1,734 | $2.7M | +$544.2K | 5.0% |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 17,416 | +5,370 | $1.3M | +$531.9K | 44.6% |
| MERCER GLOBAL ADVISORS INC /ADV | 42,238 | +413 | $3.0M | +$530.5K | 1.0% |
| Atria Investments, Inc | 26,917 | +3,454 | $1.9M | +$530.2K | 14.7% |
| BlackRock, Inc. | 17,936 | +5,045 | $1.3M | +$518.5K | 39.1% |
| Focus Partners Wealth | 16,090 | +5,308 | $1.2M | +$512.2K | 49.2% |
| Bleakley Financial Group, LLC | 32,570 | +2,009 | $2.4M | +$510.9K | 6.6% |
| Brooklyn Investment Group | 14,320 | +4,255 | $1.0M | +$448.2K | 42.3% |
| Venturi Wealth Management, LLC | 12,584 | +4,542 | $908.4K | +$424.1K | 56.5% |
| Dorsey Wright & Associates | 27,708 | +1,531 | $2.0M | +$424.0K | 5.8% |
| Crossmark Global Holdings, Inc. | 27,012 | +516 | $1.9M | +$354.4K | 1.9% |
| FLPUTNAM INVESTMENT MANAGEMENT CO | 9,214 | +3,735 | $665.2K | +$335.2K | 68.2% |
| HighTower Advisors, LLC | 16,055 | +1,906 | $1.2M | +$307.0K | 13.5% |
| RHUMBLINE ADVISERS | 7,503 | +3,123 | $541.7K | +$277.9K | 71.3% |
| NewEdge Advisors, LLC | 20,873 | +213 | $1.5M | +$262.7K | 1.0% |
| Creative Planning | 18,120 | +441 | $1.3M | +$243.5K | 2.5% |
| AdvisorShares Investments LLC | 18,145 | +201 | $1.3M | +$229.3K | 1.1% |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 23,940 | +2,380 | $1.6M | +$226.8K | 11.0% |
| KEYBANK NATIONAL ASSOCIATION/OH | 12,409 | +1,076 | $895.8K | +$213.3K | 9.5% |
| BENJAMIN EDWARDS INC | 7,644 | +1,532 | $551.7K | +$183.8K | 25.1% |
| PNC Financial Services Group, Inc. | 13,171 | +276 | $950.8K | +$174.3K | 2.1% |
| NATIONAL BANK OF CANADA /FI/ | 2,954 | +2,291 | $213.2K | +$173.3K | 345.6% |
| Ascent Group, LLC | 6,506 | +1,569 | $469.7K | +$172.4K | 31.8% |
| State of Wyoming | 5,833 | +1,360 | $421.1K | +$151.7K | 30.4% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 7,304,889 | +985,939 | $527.3K | +$146.8K | 15.6% |
| Parallel Advisors, LLC | 2,027 | +1,993 | $146.4K | +$144.3K | 5861.8% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 5,495 | +1,250 | $393.2K | +$135.9K | 29.4% |
| Diversify Advisory Services, LLC | 9,170 | +1,545 | $626.2K | +$130.5K | 20.3% |
| PERSONAL CFO SOLUTIONS, LLC | 6,276 | +699 | $453.1K | +$117.2K | 12.5% |
| Versant Capital Management, Inc | 5,556 | +822 | $401.1K | +$116.0K | 17.4% |
| JONES FINANCIAL COMPANIES LLLP | 4,847 | +769 | $349.9K | +$113.3K | 18.9% |
| Snowden Capital Advisors LLC | 8,714 | +122 | $629.1K | +$111.7K | 1.4% |
| Rockefeller Capital Management L.P. | 4,480 | +846 | $323.4K | +$104.6K | 23.3% |
| Tower Research Capital LLC (TRC) | 2,220 | +1,166 | $160.3K | +$96.8K | 110.6% |
| Savant Capital, LLC | 6,398 | +234 | $461.9K | +$90.7K | 3.8% |
| SUMMITRY LLC | 4,472 | +567 | $322.8K | +$87.7K | 14.5% |
| One Wealth Advisors, LLC | 6,225 | +185 | $449.4K | +$85.7K | 3.1% |
| Global Retirement Partners, LLC | 1,751 | +1,067 | $126.4K | +$85.2K | 156.0% |
| LVW Advisors, LLC | 6,276 | +158 | $453.1K | +$84.6K | 2.6% |
| Burns Matteson Capital Management, LLC | 4,477 | +427 | $323.2K | +$79.3K | 10.5% |
| EverSource Wealth Advisors, LLC | 2,632 | +620 | $190.0K | +$68.8K | 30.8% |
| GAMMA Investing LLC | 2,866 | +549 | $206.9K | +$67.4K | 23.7% |
| Plan A Wealth LLC | 3,763 | +315 | $271.7K | +$64.0K | 9.1% |
| Merit Financial Group, LLC | 4,044 | +102 | $291.9K | +$54.6K | 2.6% |
| Freestone Capital Holdings, LLC | 3,938 | +97 | $284.3K | +$53.0K | 2.5% |
| Net Worth Advisory Group | 3,740 | +67 | $270.0K | +$48.8K | 1.8% |
| Smartleaf Asset Management LLC | 1,498 | +441 | $109.4K | +$48.2K | 41.7% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 3,732 | +41 | $269.4K | +$47.1K | 1.1% |
| Pinnacle Bancorp, Inc. | 1,425 | +350 | $102.9K | +$38.1K | 32.5% |
| BROWN BROTHERS HARRIMAN & CO | 515 | +498 | $37.2K | +$36.2K | 2929.4% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 813 | +381 | $58.7K | +$32.7K | 88.2% |
| Larson Financial Group LLC | 653 | +257 | $47.1K | +$23.3K | 64.9% |
| GROUP ONE TRADING LLC | 343 | +316 | $24.8K | +$23.1K | 1170.4% |
| CIBC Private Wealth Group LLC | 669 | +197 | $48.3K | +$19.9K | 41.7% |
| CANADA LIFE ASSURANCE Co | 1,106,498 | +21,020 | $80.0K | +$17.1K | 1.9% |
| Caitong International Asset Management Co., Ltd | 584 | +165 | $42.2K | +$16.9K | 39.4% |
| NATIXIS ADVISORS, LLC | 926,291 | +61,440 | $66.9K | +$14.8K | 7.1% |
| PRIVATE TRUST CO NA | 620 | +120 | $44.8K | +$14.6K | 24.0% |
| Steward Partners Investment Advisory, LLC | 799 | +54 | $57.7K | +$12.8K | 7.2% |
| Parkside Financial Bank & Trust | 415 | +122 | $30.0K | +$12.3K | 41.6% |
| Salomon & Ludwin, LLC | 134 | +131 | $9.9K | +$9.7K | 4366.7% |
| Cornerstone Planning Group LLC | 137 | +134 | $9.4K | +$8.9K | 4466.7% |
| HARBOUR INVESTMENTS, INC. | 602 | +15 | $43.5K | +$8.1K | 2.5% |
| LRI Investments, LLC | 286 | +54 | $20.7K | +$6.7K | 23.3% |
| Bell Investment Advisors, Inc | 265 | +55 | $19.1K | +$6.5K | 26.2% |
| Root Financial Partners, LLC | 295 | +33 | $21.3K | +$5.5K | 12.6% |
| MAI Capital Management | 340 | +18 | $24.6K | +$5.2K | 5.6% |
| FIRST HORIZON CORP | 264 | +31 | $19.1K | +$5.0K | 13.3% |
| Transamerica Financial Advisors, LLC | 53 | +47 | $3.8K | +$3.5K | 783.3% |
| Sound Income Strategies, LLC | 62 | +45 | $4.2K | +$3.2K | 264.7% |
| SIGNATUREFD, LLC | 52 | +43 | $3.8K | +$3.2K | 477.8% |
| BESSEMER GROUP INC | 141,899 | +22,419 | $10.2K | +$3.0K | 18.8% |
| True Wealth Design, LLC | 58 | +22 | $4.2K | +$2.0K | 61.1% |
| ORG Wealth Partners, LLC | 85 | +5 | $6.1K | +$1.3K | 6.3% |
| PARK AVENUE SECURITIES LLC | 14,962 | +5,893 | $1.1K | +$534 | 65.0% |
| HANTZ FINANCIAL SERVICES, INC. | 11,163 | +6,596 | $806 | +$531 | 144.4% |
| CWM, LLC | 6,563 | +4,977 | $474 | +$378 | 313.8% |
| Cullen/Frost Bankers, Inc. | 16 | +3 | $1.1K | +$370 | 23.1% |
| Janney Montgomery Scott LLC | 12,932 | +1,317 | $934 | +$235 | 11.3% |
| Cambridge Investment Research Advisors, Inc. | 11,207 | +206 | $809 | +$147 | 1.9% |
| Lido Advisors, LLC | 4,001 | +2 | $240.9K | $0 | 0.1% |