13F QoQ Ownership Changes
RYLPF Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 59 new · 120 added · 147 reduced · 42 exited
New Positions(59)
Added To(120)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| MORGAN STANLEY | 2,841,880 | +282,661 | $77.0M | +$7.2M | 11.0% |
| CAUSEWAY CAPITAL MANAGEMENT LLC | 2,198,531 | +240,419 | $59.5M | +$6.2M | 12.3% |
| D. E. Shaw & Co., Inc. | 209,171 | +181,344 | $5.7M | +$4.9M | 651.7% |
| Vestmark Advisory Solutions, Inc. | 184,160 | +112,315 | $5.0M | +$3.0M | 156.3% |
| Callan Family Office, LLC | 134,142 | +110,908 | $3.6M | +$3.0M | 477.4% |
| BANK OF AMERICA CORP /DE/ | 650,017 | +106,185 | $17.6M | +$2.8M | 19.5% |
| BRANDES INVESTMENT PARTNERS, LP | 1,725,997 | +107,356 | $46.7M | +$2.6M | 6.6% |
| JPMORGAN CHASE & CO | 203,362 | +91,040 | $5.5M | +$2.4M | 81.0% |
| Schonfeld Strategic Advisors LLC | 88,285 | +79,558 | $2.4M | +$2.2M | 911.6% |
| NORTHERN TRUST CORP | 2,014,535 | +91,984 | $54.6M | +$2.1M | 4.8% |
| Focus Partners Wealth | 84,607 | +75,708 | $2.3M | +$2.0M | 850.7% |
| XTX Topco Ltd | 100,854 | +69,608 | $2.7M | +$1.9M | 222.8% |
| Quantinno Capital Management LP | 297,806 | +60,616 | $8.1M | +$1.6M | 25.6% |
| BlackRock, Inc. | 1,412,326 | +66,650 | $38.2M | +$1.6M | 5.0% |
| RAYMOND JAMES FINANCIAL INC | 334,365 | +55,279 | $9.1M | +$1.4M | 19.8% |
| SEI INVESTMENTS CO | 464,902 | +47,976 | $12.6M | +$1.2M | 11.5% |
| Carmel Capital Partners, LLC | 115,627 | +42,446 | $3.1M | +$1.1M | 58.0% |
| AQR CAPITAL MANAGEMENT LLC | 75,759 | +27,384 | $2.1M | +$732.8K | 56.6% |
| JANE STREET GROUP, LLC | 174,514 | +26,866 | $4.7M | +$701.0K | 18.2% |
| COMMONWEALTH EQUITY SERVICES, LLC | 23,647 | +97 | $640.4K | +$639.7K | 0.4% |
| Rockefeller Capital Management L.P. | 68,318 | +23,492 | $1.9M | +$628.1K | 52.4% |
| Timber Creek Capital Management LLC | 130,646 | +22,244 | $3.5M | +$582.9K | 20.5% |
| Pathstone Holdings, LLC | 379,061 | +23,378 | $10.3M | +$569.1K | 6.6% |
| Global Retirement Partners, LLC | 14,309 | +14,073 | $387.5K | +$381.1K | 5963.1% |
| US BANCORP \DE\ | 110,706 | +13,842 | $3.0M | +$357.4K | 14.3% |
| WELLS FARGO & COMPANY/MN | 343,370 | +14,030 | $9.3M | +$320.6K | 4.3% |
| RHUMBLINE ADVISERS | 34,316 | +11,606 | $929.4K | +$310.2K | 51.1% |
| GOLDMAN SACHS GROUP INC | 973,527 | +17,431 | $26.4M | +$299.9K | 1.8% |
| Concurrent Investment Advisors, LLC | 38,087 | +11,033 | $1.0M | +$293.9K | 40.8% |
| FMR LLC | 2,605,198 | +8,780 | $70.5M | -$229.6K | 0.3% |
| Prestige Wealth Management Group LLC | 9,838 | +8,153 | $262.0K | +$216.1K | 483.9% |
| GeoWealth Management, LLC | 35,477 | +8,121 | $960.7K | +$215.0K | 29.7% |
| LPL Financial LLC | 124,738 | +8,254 | $3.4M | +$202.6K | 7.1% |
| PZENA INVESTMENT MANAGEMENT LLC | 36,969 | +7,596 | $1.0M | +$200.4K | 25.9% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 51,615 | +7,624 | $1.4M | +$198.5K | 17.3% |
| Creative Planning | 67,337 | +7,582 | $1.8M | +$194.6K | 12.7% |
| Cetera Investment Advisers | 39,320 | +7,127 | $1.1M | +$187.2K | 22.1% |
| OPPENHEIMER ASSET MANAGEMENT INC. | 204,343 | +7,104 | $5.5M | +$156.9K | 3.6% |
| GC Wealth Management RIA, LLC | 35,038 | +5,938 | $948.8K | +$155.6K | 20.4% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 75,307 | +3,122 | $2.2M | +$152.4K | 4.3% |
| AMERIPRISE FINANCIAL INC | 50,598 | +5,139 | $1.4M | +$130.2K | 11.3% |
| Bank of New York Mellon Corp | 66,571 | +4,982 | $1.8M | +$123.8K | 8.1% |
| &PARTNERS | 12,730 | +4,446 | $347.4K | +$122.8K | 53.7% |
| Kestra Advisory Services, LLC | 60,437 | +4,607 | $1.6M | +$114.7K | 8.3% |
| NEUBERGER BERMAN GROUP LLC | 16,082 | +4,200 | $435.5K | +$111.6K | 35.3% |
| Cerity Partners LLC | 84,122 | +4,626 | $2.3M | +$111.0K | 5.8% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 123,325 | +4,660 | $3.3M | +$104.8K | 3.9% |
| Vise Technologies, Inc. | 18,629 | +3,896 | $504.5K | +$102.9K | 26.4% |
| Savant Capital, LLC | 12,450 | +3,741 | $337.1K | +$99.7K | 43.0% |
| Dynasty Wealth Management, LLC | 11,909 | +3,630 | $322.5K | +$96.8K | 43.8% |
| STIFEL FINANCIAL CORP | 193,684 | +4,801 | $5.2M | +$96.0K | 2.5% |
| Orion Porfolio Solutions, LLC | 32,298 | +3,597 | $874.7K | +$92.3K | 12.5% |
| Steward Partners Investment Advisory, LLC | 4,487 | +3,341 | $121.5K | +$90.3K | 291.5% |
| FRANKLIN RESOURCES INC | 14,977 | +3,385 | $405.6K | +$89.6K | 29.2% |
| MML INVESTORS SERVICES, LLC | 38,517 | +2,898 | $1.0M | +$72.1K | 8.1% |
| Farther Finance Advisors, LLC | 4,095 | +2,644 | $110.9K | +$71.3K | 182.2% |
| Beverly Hills Private Wealth, LLC | 89,659 | +3,024 | $2.4M | +$66.3K | 3.5% |
| MERCER GLOBAL ADVISORS INC /ADV | 50,831 | +2,588 | $1.4M | +$61.4K | 5.4% |
| BECKER CAPITAL MANAGEMENT INC | 915,066 | +3,881 | $24.8M | -$58.9K | 0.4% |
| Envestnet Portfolio Solutions, Inc. | 13,574 | +2,217 | $367.6K | +$58.0K | 19.5% |
| ASSETMARK, INC | 5,930 | +2,003 | $160.6K | +$53.5K | 51.0% |
| Smartleaf Asset Management LLC | 13,151 | +1,747 | $360.2K | +$53.3K | 15.3% |
| Sequoia Financial Advisors, LLC | 20,059 | +2,015 | $543.2K | +$51.3K | 11.2% |
| Waverly Advisors, LLC | 11,884 | +1,854 | $321.8K | +$48.4K | 18.5% |
| JONES FINANCIAL COMPANIES LLLP | 6,288 | +1,507 | $170.3K | +$42.1K | 31.5% |
| INTRUST BANK NA | 16,479 | +1,513 | $446.3K | +$38.3K | 10.1% |
| EARNEST PARTNERS LLC | 29,281 | +1,569 | $792.9K | +$37.5K | 5.7% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 27,149 | +1,553 | $735.2K | +$37.4K | 6.1% |
| Root Financial Partners, LLC | 4,364 | +1,313 | $118.2K | +$35.0K | 43.0% |
| Sterling Capital Management LLC | 31,662 | +1,438 | $857.4K | +$33.5K | 4.8% |
| Versant Capital Management, Inc | 11,568 | +1,269 | $313.3K | +$32.5K | 12.3% |
| EVERGREEN CAPITAL MANAGEMENT LLC | 18,182 | +1,195 | $492.4K | +$29.3K | 7.0% |
| PERSONAL CFO SOLUTIONS, LLC | 8,603 | +1,118 | $233.0K | +$28.9K | 14.9% |
| IEQ CAPITAL, LLC | 19,864 | +1,173 | $537.9K | +$28.4K | 6.3% |
| MAI Capital Management | 2,240 | +1,043 | $60.7K | +$28.0K | 87.1% |
| CAPTRUST FINANCIAL ADVISORS | 15,757 | +1,121 | $426.7K | +$27.7K | 7.7% |
| Merit Financial Group, LLC | 22,857 | +1,144 | $619.0K | +$27.1K | 5.3% |
| NICOLET ADVISORY SERVICES, LLC | 11,011 | +186 | $328.1K | +$26.9K | 1.7% |
| Russell Investments Group, Ltd. | 330,669 | +1,250 | $9.0M | -$25.4K | 0.4% |
| GAMMA Investing LLC | 14,414 | +942 | $390.3K | +$23.1K | 7.0% |
| HB Wealth Management, LLC | 16,315 | +926 | $441.8K | +$22.3K | 6.0% |
| CIBC Private Wealth Group LLC | 1,272 | +817 | $34.4K | +$22.0K | 179.6% |
| HighTower Advisors, LLC | 44,083 | +1,010 | $1.2M | +$19.5K | 2.3% |
| SYON CAPITAL LLC | 51,942 | +1,050 | $1.4M | +$19.3K | 2.1% |
| TD PRIVATE CLIENT WEALTH LLC | 827 | +702 | $22.4K | +$19.0K | 561.6% |
| Summit Trail Advisors, LLC | 43,653 | +973 | $1.2M | +$18.7K | 2.3% |
| Ransom Advisory, Ltd | 976 | +720 | $25.2K | +$18.3K | 281.3% |
| Cetera Trust Company, N.A | 12,787 | +614 | $346.3K | +$14.4K | 5.0% |
| INVESTMENT MANAGEMENT ASSOCIATES INC /ADV | 507,264 | +2,902 | $13.7M | -$12.2K | 0.6% |
| Atria Investments, Inc | 20,646 | +569 | $559.1K | +$11.8K | 2.8% |
| Caitong International Asset Management Co., Ltd | 439 | +435 | $11.9K | +$11.8K | 10875.0% |
| SIGNATUREFD, LLC | 25,598 | +546 | $693.2K | +$10.3K | 2.2% |
| EverSource Wealth Advisors, LLC | 7,759 | +399 | $210.1K | +$9.5K | 5.4% |
| Lido Advisors, LLC | 9,062 | +323 | $246.9K | +$8.7K | 3.7% |
| Bridgewater Advisors Inc. | 7,954 | +24 | $232.3K | +$8.4K | 0.3% |
| CLOVERFIELDS CAPITAL GROUP, LP | 70,072 | +770 | $1.9M | +$8.4K | 1.1% |
| Larson Financial Group LLC | 728 | +304 | $19.7K | +$8.2K | 71.7% |
| NewEdge Wealth, LLC | 93,986 | +3,587 | $2.5M | +$7.6K | 4.0% |
| CHOREO, LLC | 16,576 | +201 | $454.0K | +$7.6K | 1.2% |
| Parallel Advisors, LLC | 3,363 | +231 | $91.1K | +$5.7K | 7.4% |
| FIFTH THIRD BANCORP | 2,516 | +219 | $68.1K | +$5.5K | 9.5% |
| Pinnacle Wealth Planning Services, Inc. | 12,288 | +278 | $332.8K | +$5.4K | 2.3% |
| Salomon & Ludwin, LLC | 450 | +134 | $12.6K | +$3.8K | 42.4% |
| FIRST FOUNDATION ADVISORS | 62,408 | +527 | $1.7M | +$3.1K | 0.8% |
| Roof Eidam Maycock Peralta, LLC | 17,165 | +1 | $464.8K | -$3.1K | 0.0% |
| Apollon Wealth Management, LLC | 11,120 | +186 | $301.1K | +$3.1K | 1.7% |
| Net Worth Advisory Group | 10,421 | +175 | $282.2K | +$2.9K | 1.7% |
| Sound Income Strategies, LLC | 110 | +73 | $3.3K | +$2.2K | 197.3% |
| M&T Bank Corp | 14,916 | +187 | $403.8K | +$2.0K | 1.3% |
| FINANCIAL CONSULATE, INC | 181 | +71 | $4.9K | +$1.9K | 64.5% |
| BROWN BROTHERS HARRIMAN & CO | 138 | +41 | $3.7K | +$1.1K | 42.3% |
| QUADRANT CAPITAL GROUP LLC | 25,988 | +204 | $703.8K | +$884 | 0.8% |
| HUNTINGTON NATIONAL BANK | 4,690 | +2 | $127.0K | -$791 | 0.0% |
| Foster Group, Inc. | 9,256 | +71 | $250.7K | +$269 | 0.8% |
| HANTZ FINANCIAL SERVICES, INC. | 93,310 | +6,547 | $2.5K | +$162 | 7.5% |
| WPG Advisers, LLC | 938 | +11 | $25.4K | +$131 | 1.2% |
| Transamerica Financial Advisors, LLC | 21 | +3 | $569 | +$78 | 16.7% |
| BESSEMER GROUP INC | 2,300 | +198 | $63 | +$5 | 9.4% |
| SG Americas Securities, LLC | 32,056 | +104 | $868 | -$3 | 0.3% |
| Cambridge Investment Research Advisors, Inc. | 19,432 | +216 | $526 | +$2 | 1.1% |