13F QoQ Ownership Changes
SANM Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 109 new · 128 added · 208 reduced · 45 exited
New Positions(109)
Added To(128)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| BlackRock, Inc. | 8,334,042 | +320,757 | $1.25B | +$328.3M | 4.0% |
| Invesco Ltd. | 2,667,240 | +481,588 | $400.3M | +$148.7M | 22.0% |
| Fisher Asset Management, LLC | 650,173 | +483,312 | $97.6M | +$78.4M | 289.6% |
| GEODE CAPITAL MANAGEMENT, LLC | 1,629,023 | +58,529 | $244.5M | +$63.7M | 3.7% |
| MARSHALL WACE, LLP | 428,519 | +359,441 | $64.3M | +$56.4M | 520.3% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 475,151 | +291,016 | $71.3M | +$50.1M | 158.0% |
| Allspring Global Investments Holdings, LLC | 539,644 | +165,805 | $86.0M | +$42.4M | 44.4% |
| MILLENNIUM MANAGEMENT LLC | 268,788 | +257,198 | $40.3M | +$39.0M | 2219.1% |
| FULLER & THALER ASSET MANAGEMENT, INC. | 732,369 | +108,202 | $109.9M | +$38.1M | 17.3% |
| WELLINGTON MANAGEMENT GROUP LLP | 291,785 | +146,993 | $43.8M | +$27.1M | 101.5% |
| Voya Investment Management LLC | 141,089 | +129,013 | $21.2M | +$19.8M | 1068.3% |
| AMERICAN CENTURY COMPANIES INC | 355,837 | +36,137 | $53.4M | +$16.6M | 11.3% |
| SEI INVESTMENTS CO | 315,210 | +28,272 | $47.3M | +$14.3M | 9.8% |
| UBS Group AG | 178,669 | +63,980 | $26.8M | +$13.6M | 55.8% |
| PRINCIPAL FINANCIAL GROUP INC | 311,919 | +20,462 | $46.8M | +$13.3M | 7.0% |
| Bridgewater Associates, LP | 135,511 | +62,058 | $20.3M | +$11.9M | 84.5% |
| WELLS FARGO & COMPANY/MN | 238,301 | +15,015 | $35.8M | +$10.1M | 6.7% |
| CITADEL ADVISORS LLC | 82,819 | +33,119 | $12.4M | +$6.7M | 66.6% |
| PRUDENTIAL FINANCIAL INC | 124,743 | +20,380 | $18.7M | +$6.7M | 19.5% |
| BARCLAYS PLC | 158,043 | +79,064 | $15.5M | +$6.4M | 100.1% |
| AMERIPRISE FINANCIAL INC | 145,871 | +2,445 | $21.9M | +$5.4M | 1.7% |
| CASTLEARK MANAGEMENT LLC | 72,459 | +16,385 | $10.9M | +$4.4M | 29.2% |
| Tidal Investments LLC | 34,685 | +27,569 | $5.2M | +$4.4M | 387.4% |
| Connor, Clark & Lunn Investment Management Ltd. | 73,633 | +15,047 | $11.1M | +$4.3M | 25.7% |
| Walleye Trading LLC | 37,980 | +22,199 | $5.7M | +$3.9M | 140.7% |
| Swiss National Bank | 105,100 | +1,400 | $15.8M | +$3.8M | 1.4% |
| Creative Planning | 77,061 | +9,745 | $11.6M | +$3.8M | 14.5% |
| Asset Management One Co., Ltd. | 34,320 | +21,532 | $5.3M | +$3.8M | 168.4% |
| Royal Bank of Canada | 33,645 | +17,394 | $5.0M | +$3.7M | 107.0% |
| UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC | 101,886 | +593 | $15.3M | +$3.6M | 0.6% |
| United Capital Management of KS, Inc. | 101,851 | +599 | $15.3M | +$3.6M | 0.6% |
| AQR CAPITAL MANAGEMENT LLC | 82,684 | +4,750 | $12.4M | +$3.4M | 6.1% |
| INTECH INVESTMENT MANAGEMENT LLC | 63,158 | +3,666 | $9.5M | +$2.6M | 6.2% |
| LPL Financial LLC | 27,738 | +13,738 | $4.2M | +$2.6M | 98.1% |
| Empowered Funds, LLC | 25,542 | +10,449 | $3.8M | +$2.1M | 69.2% |
| RBF Capital, LLC | 20,000 | +10,000 | $3.0M | +$1.9M | 100.0% |
| DEUTSCHE BANK AG\ | 44,116 | +1,497 | $6.6M | +$1.7M | 3.5% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 38,095 | +3,025 | $5.7M | +$1.7M | 8.6% |
| COMMONWEALTH EQUITY SERVICES, LLC | 10,017 | +441 | $1.5M | +$1.5M | 4.6% |
| Mitsubishi UFJ Trust & Banking Corp | 10,131 | +8,854 | $1.5M | +$1.4M | 693.3% |
| LEUTHOLD GROUP, LLC | 37,660 | +168 | $5.7M | +$1.3M | 0.4% |
| Russell Investments Group, Ltd. | 28,740 | +943 | $4.3M | +$1.1M | 3.4% |
| RITHOLTZ WEALTH MANAGEMENT | 20,023 | +3,054 | $3.0M | +$1.1M | 18.0% |
| Louisiana State Employees Retirement System | 25,000 | +500 | $3.8M | +$931.6K | 2.0% |
| Integrated Quantitative Investments LLC | 15,705 | +3,135 | $2.4M | +$909.9K | 24.9% |
| Mariner, LLC | 8,909 | +5,073 | $1.3M | +$898.2K | 132.2% |
| Kesler, Norman & Wride, LLC | 11,121 | +833 | $1.7M | +$890.2K | 8.1% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 24,312 | +19 | $3.6M | +$852.1K | 0.1% |
| BNP PARIBAS FINANCIAL MARKETS | 15,500 | +2,260 | $2.3M | +$802.0K | 17.1% |
| Cetera Investment Advisers | 22,295 | +172 | $3.3M | +$799.1K | 0.8% |
| Sterling Capital Management LLC | 6,272 | +4,216 | $941.2K | +$704.6K | 205.1% |
| Quantinno Capital Management LP | 13,976 | +1,657 | $2.1M | +$679.3K | 13.4% |
| State of Tennessee, Department of Treasury | 21,743 | +506 | $3.1M | +$636.0K | 2.4% |
| Cerity Partners LLC | 5,640 | +3,010 | $846.4K | +$543.7K | 114.4% |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 15,031 | +146 | $2.3M | +$542.3K | 1.0% |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 12,471 | +500 | $1.9M | +$493.5K | 4.2% |
| Vise Technologies, Inc. | 6,003 | +2,378 | $900.9K | +$483.6K | 65.6% |
| KLP KAPITALFORVALTNING AS | 11,400 | +200 | $1.7M | +$421.6K | 1.8% |
| Gallagher Fiduciary Advisors, LLC | 9,617 | +632 | $1.4M | +$408.9K | 7.0% |
| Pathstone Holdings, LLC | 10,400 | +357 | $1.6M | +$404.7K | 3.5% |
| ProShare Advisors LLC | 10,476 | +176 | $1.6M | +$386.5K | 1.7% |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 4,150 | +1,950 | $622.8K | +$369.5K | 88.6% |
| Sequoia Financial Advisors, LLC | 5,022 | +1,651 | $753.7K | +$365.6K | 49.0% |
| INCEPTIONR LLC | 3,968 | +1,679 | $595.5K | +$332.0K | 73.3% |
| BANK OF MONTREAL /CAN/ | 6,104 | +1,006 | $916.0K | +$329.2K | 19.7% |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 12,055 | +705 | $1.6M | +$326.7K | 6.2% |
| Maryland State Retirement & Pension System | 7,989 | +329 | $1.2M | +$317.2K | 4.3% |
| Pictet Asset Management Holding SA | 7,931 | +341 | $1.2M | +$316.5K | 4.5% |
| EVERGREEN CAPITAL MANAGEMENT LLC | 8,648 | +62 | $1.3M | +$309.5K | 0.7% |
| Abel Hall, LLC | 3,324 | +1,579 | $498.8K | +$298.0K | 90.5% |
| CreativeOne Wealth, LLC | 6,792 | +295 | $1.0M | +$271.4K | 4.5% |
| MERCER GLOBAL ADVISORS INC /ADV | 6,435 | +342 | $965.8K | +$264.3K | 5.6% |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 6,236 | +267 | $935.8K | +$248.7K | 4.5% |
| CHOREO, LLC | 5,193 | +248 | $789.5K | +$220.3K | 5.0% |
| XPONANCE, INC. | 4,317 | +185 | $647.9K | +$172.2K | 4.5% |
| Trail Ridge Investment Advisors, LLC | 3,585 | +321 | $538.0K | +$162.3K | 9.8% |
| Tower Research Capital LLC (TRC) | 2,480 | +623 | $372.2K | +$158.4K | 33.5% |
| PNC Financial Services Group, Inc. | 4,268 | +52 | $640.5K | +$155.2K | 1.2% |
| Brooklyn Investment Group | 2,393 | +519 | $367.9K | +$152.2K | 27.7% |
| GAMMA Investing LLC | 3,213 | +254 | $482.2K | +$141.6K | 8.6% |
| HighTower Advisors, LLC | 3,135 | +39 | $470.5K | +$114.1K | 1.3% |
| PROFUND ADVISORS LLC | 2,402 | +24 | $360.5K | +$86.7K | 1.0% |
| Smartleaf Asset Management LLC | 1,751 | +114 | $266.2K | +$80.3K | 7.0% |
| Fifth Third Wealth Advisors LLC | 2,199 | +4 | $330.0K | +$77.3K | 0.2% |
| US BANCORP \DE\ | 1,100 | +237 | $165.1K | +$65.7K | 27.5% |
| JOURNEY STRATEGIC WEALTH LLC | 1,853 | +3 | $278.1K | +$65.1K | 0.2% |
| Savvy Advisors, Inc. | 1,758 | +18 | $263.8K | +$63.5K | 1.0% |
| Farther Finance Advisors, LLC | 993 | +237 | $148.9K | +$62.0K | 31.3% |
| JONES FINANCIAL COMPANIES LLLP | 1,238 | +111 | $185.8K | +$57.2K | 9.8% |
| TD PRIVATE CLIENT WEALTH LLC | 1,295 | +1 | $194.3K | +$45.4K | 0.1% |
| SIGNATUREFD, LLC | 803 | +135 | $120.5K | +$43.6K | 20.2% |
| Steward Partners Investment Advisory, LLC | 369 | +259 | $55.4K | +$42.7K | 235.4% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 339 | +219 | $50.9K | +$37.1K | 182.5% |
| Lido Advisors, LLC | 4,219 | +63 | $514.7K | +$36.3K | 1.5% |
| Brucke Financial, Inc. | 1,629 | +41 | $244.5K | +$26.8K | 2.6% |
| TD Waterhouse Canada Inc. | 598 | +39 | $89.7K | +$24.6K | 7.0% |
| FIFTH THIRD BANCORP | 471 | +22 | $70.7K | +$19.0K | 4.9% |
| Salomon & Ludwin, LLC | 387 | +27 | $59.3K | +$18.3K | 7.5% |
| UMB Bank, n.a. | 340 | +50 | $51.0K | +$17.6K | 17.2% |
| Quarry LP | 118 | +111 | $17.7K | +$16.9K | 1585.7% |
| Parallel Advisors, LLC | 438 | +11 | $65.7K | +$16.6K | 2.6% |
| Pacer Advisors, Inc. | 111 | +92 | $16.7K | +$14.5K | 484.2% |
| Legacy Wealth Managment, LLC/ID | 132 | +83 | $19.8K | +$14.2K | 169.4% |
| Prestige Wealth Management Group LLC | 216 | +180 | $18.0K | +$13.8K | 500.0% |
| Global Retirement Partners, LLC | 123 | +74 | $18.5K | +$12.8K | 151.0% |
| Parkside Financial Bank & Trust | 247 | +17 | $37.1K | +$10.6K | 7.4% |
| CIBC Private Wealth Group LLC | 81 | +66 | $12.2K | +$10.4K | 440.0% |
| MassMutual Private Wealth & Trust, FSB | 111 | +54 | $16.7K | +$10.1K | 94.7% |
| Bell Investment Advisors, Inc | 84 | +37 | $12.6K | +$7.2K | 78.7% |
| CENTRAL TRUST Co | 199 | +2 | $29.9K | +$7.2K | 1.0% |
| BESSEMER GROUP INC | 46,511 | +46,217 | $7.0K | +$6.9K | 15720.1% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 83,194 | +32,352 | $12.5K | +$6.6K | 63.6% |
| JFS WEALTH ADVISORS, LLC | 85 | +17 | $12.8K | +$4.9K | 25.0% |
| ROTHSCHILD INVESTMENT LLC | 112 | +7 | $16.8K | +$4.7K | 6.7% |
| NATIXIS ADVISORS, LLC | 116,134 | +1,752 | $17.4K | +$4.3K | 1.5% |
| Physician Wealth Advisors, Inc. | 16 | +9 | $2.4K | +$1.6K | 128.6% |
| Thrivent Financial for Lutherans | 38,514 | +73 | $5.8K | +$1.4K | 0.2% |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 7,852 | +7,343 | $1.2K | +$1.1K | 1442.6% |
| CHASE INVESTMENT COUNSEL CORP | 26,621 | +1,330 | $4.0K | +$1.1K | 5.3% |
| Vestcor Inc | 14,451 | +4,184 | $2.2K | +$987 | 40.8% |
| Rakuten Securities, Inc. | 13 | +4 | $2.0K | +$915 | 44.4% |
| AMALGAMATED BANK | 15,787 | +480 | $2.4K | +$607 | 3.1% |
| SJS Investment Consulting Inc. | 12 | +1 | $1.8K | +$535 | 9.1% |
| Abound Wealth Management | 6 | +3 | $836 | +$490 | 100.0% |
| Bay Harbor Wealth Management, LLC | 7 | +2 | $1.1K | +$475 | 40.0% |
| SG Americas Securities, LLC | 8,279 | +501 | $1.2K | +$347 | 6.4% |
| Retirement Wealth Solutions LLC | 6 | +1 | $901 | +$325 | 20.0% |
| PARK AVENUE SECURITIES LLC | 3,248 | +68 | $487 | +$121 | 2.1% |