FCHI8,141.92-0.19%
GDAXI24,083.53-0.19%
DJI49,167.79-0.13%
XLE56.790.04%
STOXX50E5,860.32-0.39%
XLF51.74-0.14%
FTSE10,321.09-0.56%
IXIC24,887.100.20%
RUT2,788.190.04%
GSPC7,173.910.12%
Temp29°C
UV7.3
Feels32.8°C
Humidity62%
Wind12.2 km/h
Air QualityAQI 1
Cloud Cover25%
Rain0%
Sunrise06:00 AM
Sunset06:47 PM
Time3:50 PM
13F QoQ Ownership Changes

SCWO Institutional Holders

Period 2025-12-31 · prior 2025-09-30 · 0 new · 1 added · 2 reduced · 61 exited

Added To(1)

ManagerSharesΔ SharesValueΔ Value% Δ
Cresset Asset Management, LLC50,000+10,000$14.7K+$3.2K25.0%

Reduced(2)

ManagerSharesΔ SharesValueΔ Value% Δ
BARCLAYS PLC10$0$00.0%
BANK OF AMERICA CORP /DE/8890$255$00.0%

Sold Out(61)

ManagerSharesΔ SharesValueΔ Value% Δ
VANGUARD GROUP INC0-3,280,889$0-$941.6K
HAMILTON LANE ADVISORS LLC0-1,620,282$0-$464.9K
NEW YORK STATE COMMON RETIREMENT FUND0-289,977$0-$358.0K
Icon Wealth Advisors, LLC0-1,179,112$0-$338.3K
MILLENNIUM MANAGEMENT LLC0-1,084,003$0-$311.0K
D.A. DAVIDSON & CO.0-1,012,894$0-$290.6K
GEODE CAPITAL MANAGEMENT, LLC0-876,462$0-$251.6K
BlackRock, Inc.0-792,835$0-$227.5K
CAPTRUST FINANCIAL ADVISORS0-726,886$0-$208.5K
CHARLES SCHWAB INVESTMENT MANAGEMENT INC0-463,629$0-$157.6K
RAYMOND JAMES FINANCIAL INC0-390,238$0-$112.0K
Sigma Planning Corp0-335,893$0-$96.4K
Trinity Legacy Partners, LLC0-231,691$0-$88.5K
STATE STREET CORP0-231,760$0-$66.5K
NORTHERN TRUST CORP0-224,128$0-$64.3K
Mariner, LLC0-200,750$0-$57.6K
Uncommon Cents Investing LLC0-180,000$0-$51.6K
OSAIC HOLDINGS, INC.0-179,893$0-$51.6K
RENAISSANCE TECHNOLOGIES LLC0-175,860$0-$50.5K
TWO SIGMA INVESTMENTS, LP0-143,251$0-$41.1K
JANE STREET GROUP, LLC0-130,002$0-$37.3K
PATRON PARTNERS, LLC0-130,000$0-$37.3K
TFO Wealth Partners, LLC0-118,596$0-$34.0K
Compass Ion Advisors, LLC0-101,647$0-$29.2K
Qube Research & Technologies Ltd0-93,908$0-$26.9K
MORGAN STANLEY0-60,053$0-$17.2K
Oceanside Advisors LLC0-50,000$0-$14.3K
GOLDMAN SACHS GROUP INC0-45,205$0-$13.0K
Avalon Trust Co0-43,000$0-$12.3K
OneDigital Investment Advisors LLC0-40,033$0-$11.5K
NATIONAL BANK OF CANADA /FI/0-37,000$0-$10.6K
Manhattan West Asset Management, LLC0-30,000$0-$8.6K
Point72 Asia (Singapore) Pte. Ltd.0-24,299$0-$7.0K
Virtus Wealth Solutions LLC0-22,067$0-$6.3K
JPMORGAN CHASE & CO0-20,590$0-$5.9K
ENVESTNET ASSET MANAGEMENT INC0-20,000$0-$5.7K
FIFTH THIRD BANCORP0-18,715$0-$5.4K
Tanager Wealth Management LLP0-18,330$0-$5.3K
XTX Topco Ltd0-17,167$0-$4.9K
Tower Research Capital LLC (TRC)0-16,039$0-$4.6K
Royal Bank of Canada0-11,781$0-$4.0K
Prosperity Consulting Group, LLC0-12,500$0-$3.6K
CITIGROUP INC0-11,810$0-$3.4K
Graney & King, LLC0-7,500$0-$2.2K
BNP PARIBAS FINANCIAL MARKETS0-4,604$0-$1.3K
CREATIVE FINANCIAL DESIGNS INC /ADV0-3,800$0-$1.1K
Smartleaf Asset Management LLC0-3,455$0-$1.0K
Rockefeller Capital Management L.P.0-3,150$0-$904
UBS Group AG0-2,839$0-$815
Clearstead Advisors, LLC0-1,000$0-$287
Cubist Systematic Strategies, LLC0-997$0-$286
Blue Trust, Inc.0-500$0-$143
FIRST COMMUNITY TRUST NA0-500$0-$143
SENTINEL TRUST CO LBA0-401,300$0-$115
Point72 (DIFC) Ltd0-302$0-$87
Optiver Holding B.V.0-48$0-$14
FMR LLC0-40$0-$11
Warburton Capital Management, LLC0-35,000$0-$10
GSA CAPITAL PARTNERS LLP0-24,187$0-$7
HRT FINANCIAL LP0-15,334$0-$4
Cambridge Investment Research Advisors, Inc.0-10,000$0-$3