13F QoQ Ownership Changes
SGMO Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 19 new · 26 added · 60 reduced · 26 exited
New Positions(19)
Added To(26)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| VANGUARD GROUP INC | 12,000,383 | +385,233 | $5.0M | -$2.8M | 3.3% |
| BlackRock, Inc. | 4,571,786 | +15,578 | $1.9M | -$1.1M | 0.3% |
| GEODE CAPITAL MANAGEMENT, LLC | 3,866,026 | +579,550 | $1.6M | -$589.6K | 17.6% |
| TWO SIGMA ADVISERS, LP | 4,343,255 | +2,234,900 | $1.8M | +$404.4K | 106.0% |
| TWO SIGMA INVESTMENTS, LP | 4,755,995 | +2,276,809 | $2.0M | +$328.0K | 91.8% |
| LUMINUS MANAGEMENT LLC | 1,158,761 | +908,761 | $486.7K | +$318.3K | 363.5% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1,713,331 | +174,333 | $719.6K | -$316.8K | 11.3% |
| ORACLE INVESTMENT MANAGEMENT INC | 1,035,742 | +31,018 | $435.0K | -$241.6K | 3.1% |
| JANE STREET GROUP, LLC | 3,045,827 | +796,942 | $1.3M | -$235.2K | 35.4% |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 1,050,714 | +204,181 | $441.3K | -$128.8K | 24.1% |
| Invesco Ltd. | 1,000,292 | +191,561 | $420.1K | -$124.5K | 23.7% |
| NORTHERN TRUST CORP | 737,867 | +98,187 | $309.9K | -$120.9K | 15.3% |
| Diametric Capital, LP | 395,332 | +36,324 | $166.0K | -$75.7K | 10.1% |
| COMMONWEALTH EQUITY SERVICES, LLC | 157,811 | +21,487 | $66.3K | +$66.2K | 15.8% |
| FMR LLC | 265,408 | +12,528 | $111.5K | -$58.8K | 5.0% |
| Graham Capital Management, L.P. | 321,837 | +56,656 | $135.2K | -$43.4K | 21.4% |
| PNC Financial Services Group, Inc. | 150,000 | +115,000 | $63.0K | +$39.4K | 328.6% |
| MERITAGE PORTFOLIO MANAGEMENT | 227,000 | +50,000 | $95.3K | -$23.9K | 28.2% |
| R Squared Ltd | 147,191 | +26,732 | $61.8K | -$19.3K | 22.2% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 45,300 | +35,000 | $20.1K | +$12.9K | 339.8% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 348,038 | +148,136 | $146.2K | +$11.6K | 74.1% |
| Miracle Mile Advisors, LLC | 41,400 | +100 | $17.4K | -$10.4K | 0.2% |
| VICTORY CAPITAL MANAGEMENT INC | 37,884 | +4,339 | $15.9K | -$6.7K | 12.9% |
| Linden Thomas Advisory Services, LLC | 19,635 | +186 | $8.2K | -$4.8K | 0.9% |
| Global Retirement Partners, LLC | 10,490 | +10,000 | $4.4K | +$4.1K | 2040.8% |
| Creative Planning | 12,850 | +50 | $5.4K | -$3.2K | 0.4% |
Reduced(60)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| RENAISSANCE TECHNOLOGIES LLC | 8,430,323 | -1,752,140 | $3.5M | -$3.3M | -17.2% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 3,155,520 | -593,546 | $1.3M | -$1.2M | -15.8% |
| CITADEL ADVISORS LLC | 448,000 | -1,240,515 | $188.2K | -$948.9K | -73.5% |
| UBS Group AG | 1,024,475 | -296,343 | $430.3K | -$458.6K | -22.4% |
| WASATCH ADVISORS LP | 1,416,717 | -9,736 | $595.0K | -$365.6K | -0.7% |
| Ikarian Capital, LLC | 1,218,671 | -75,981 | $511.8K | -$360.0K | -5.9% |
| STATE STREET CORP | 1,355,583 | 0 | $569.3K | -$343.5K | 0.0% |
| Royal Bank of Canada | 4,105 | -522,424 | $1.0K | -$284.0K | -99.2% |
| MILLENNIUM MANAGEMENT LLC | 37,703 | -343,273 | $15.8K | -$240.7K | -90.1% |
| GOLDMAN SACHS GROUP INC | 190,645 | -256,209 | $80.1K | -$220.8K | -57.3% |
| MORGAN STANLEY | 423,752 | -168,401 | $178.0K | -$220.8K | -28.4% |
| HighTower Advisors, LLC | 704,456 | -39,650 | $295.9K | -$205.2K | -5.3% |
| Engineers Gate Manager LP | 56,554 | -185,909 | $23.8K | -$139.5K | -76.7% |
| GROUP ONE TRADING LLC | 500,179 | -1,825 | $210.1K | -$128.0K | -0.4% |
| BOOTHBAY FUND MANAGEMENT, LLC | 277,311 | -75,981 | $116.5K | -$121.4K | -21.5% |
| Golden State Equity Partners | 395,943 | -23,000 | $166.3K | -$115.8K | -5.5% |
| Wealth Management Associates, Inc. | 315,800 | -20,000 | $132.6K | -$93.5K | -6.0% |
| Vontobel Holding Ltd. | 105,800 | -64,900 | $44.4K | -$70.5K | -38.0% |
| Cerity Partners LLC | 163,943 | -15,725 | $68.9K | -$52.1K | -8.8% |
| PRELUDE CAPITAL MANAGEMENT, LLC | 63,275 | -36,041 | $26.6K | -$40.3K | -36.3% |
| TWO SIGMA SECURITIES, LLC | 17,622 | -47,690 | $7.4K | -$36.6K | -73.0% |
| BANK OF AMERICA CORP /DE/ | 93,984 | -6,486 | $39.5K | -$28.1K | -6.5% |
| Mariner, LLC | 56,732 | -4,050 | $23.8K | -$17.1K | -6.7% |
| Jefferies Financial Group Inc. | 53,600 | 0 | $22.5K | -$13.6K | 0.0% |
| Russell Investments Group, Ltd. | 50,357 | -296 | $21.1K | -$13.0K | -0.6% |
| Stratos Wealth Partners, LTD. | 18,040 | -11,500 | $7.6K | -$12.3K | -38.9% |
| Vanguard Personalized Indexing Management, LLC | 28,043 | -7,468 | $11.8K | -$12.1K | -21.0% |
| WELLS FARGO & COMPANY/MN | 37,918 | -1,989 | $15.9K | -$10.9K | -5.0% |
| LPL Financial LLC | 34,009 | -1,090 | $14.3K | -$9.4K | -3.1% |
| CAPTRUST FINANCIAL ADVISORS | 29,255 | 0 | $12.3K | -$7.4K | 0.0% |
| Private Advisor Group, LLC | 28,000 | 0 | $11.8K | -$7.1K | 0.0% |
| Sandbox Financial Partners, LLC | 24,833 | 0 | $10.4K | -$6.3K | 0.0% |
| SBI Securities Co., Ltd. | 24,541 | -2 | $10.3K | -$6.2K | 0.0% |
| Focus Partners Wealth | 11,000 | -5,300 | $4.6K | -$6.2K | -32.5% |
| Bank of New York Mellon Corp | 22,267 | 0 | $9.4K | -$5.6K | 0.0% |
| LJI Wealth Management, LLC | 19,460 | 0 | $8.2K | -$4.9K | 0.0% |
| Concurrent Investment Advisors, LLC | 15,000 | 0 | $6.3K | -$3.8K | 0.0% |
| Founders Capital Management | 14,000 | 0 | $5.9K | -$3.5K | 0.0% |
| BXM Wealth LLC | 12,450 | 0 | $5.2K | -$3.2K | 0.0% |
| IHT Wealth Management, LLC | 12,000 | 0 | $5.0K | -$3.0K | 0.0% |
| Magnus Financial Group LLC | 10,000 | 0 | $4.2K | -$2.5K | 0.0% |
| GSA CAPITAL PARTNERS LLP | 78,148 | -3,584,330 | $33 | -$2.4K | -97.9% |
| OSAIC HOLDINGS, INC. | 7,130 | -1,000 | $3.0K | -$1.9K | -12.3% |
| Dynamic Wealth Strategies, LLC | 5,600 | 0 | $2.4K | -$1.4K | 0.0% |
| Optiver Holding B.V. | 3,200 | 0 | $1.3K | -$811 | 0.0% |
| Rockefeller Capital Management L.P. | 2,900 | 0 | $1.2K | -$735 | 0.0% |
| BROWN, LISLE/CUMMINGS, INC. | 1,525 | 0 | $641 | -$386 | 0.0% |
| JONES FINANCIAL COMPANIES LLLP | 1,388 | 0 | $583 | -$339 | 0.0% |
| CIBC Private Wealth Group LLC | 1,000 | 0 | $420 | -$253 | 0.0% |
| Atlantic Private Wealth, LLC | 1,000 | 0 | $420 | -$253 | 0.0% |
| Activest Wealth Management | 1,000 | 0 | $420 | -$253 | 0.0% |
| BNP PARIBAS FINANCIAL MARKETS | 266 | -180 | $112 | -$188 | -40.4% |
| Atlantic Union Bankshares Corp | 400 | 0 | $168 | -$102 | 0.0% |
| AdvisorNet Financial, Inc | 206 | 0 | $87 | -$52 | 0.0% |
| NATIONAL BANK OF CANADA /FI/ | 200 | 0 | $84 | -$50 | 0.0% |
| MAI Capital Management | 100 | 0 | $42 | -$26 | 0.0% |
| Crewe Advisors LLC | 100 | 0 | $42 | -$26 | 0.0% |
| Cambridge Investment Research Advisors, Inc. | 33,817 | -973 | $14 | -$9 | -2.8% |
| US BANCORP \DE\ | 11 | 0 | $5 | -$2 | 0.0% |
| BARCLAYS PLC | 1 | 0 | $1 | $0 | 0.0% |