FCHI8,141.92-0.19%
GDAXI24,083.53-0.19%
DJI49,167.79-0.13%
XLE56.990.39%
STOXX50E5,860.32-0.39%
XLF51.80-0.02%
FTSE10,321.09-0.56%
IXIC24,887.100.20%
RUT2,788.190.04%
GSPC7,173.910.12%
Temp28.2°C
UV0
Feels31.7°C
Humidity70%
Wind13.3 km/h
Air QualityAQI 1
Cloud Cover25%
Rain0%
Sunrise06:00 AM
Sunset06:47 PM
Time10:10 PM
13F QoQ Ownership Changes

SHIM Institutional Holders

Period 2025-12-31 · prior 2025-09-30 · 3 new · 5 added · 8 reduced · 4 exited

New Positions(3)

ManagerSharesΔ SharesValueΔ Value% Δ
CITADEL ADVISORS LLC51,151+51,151$149.4K+$149.4K
SEI INVESTMENTS CO24,761+24,761$72.3K+$72.3K
Royal Bank of Canada12+12$0$0

Added To(5)

ManagerSharesΔ SharesValueΔ Value% Δ
THOMPSON DAVIS & CO., INC.124,722+14,722$364.2K+$77.1K13.4%
GEODE CAPITAL MANAGEMENT, LLC68,645+1,888$200.4K+$26.2K2.8%
Avanza Fonder AB23,878+3,878$69.7K+$17.5K19.4%
BlackRock, Inc.7,452+288$21.8K+$3.1K4.0%
JPMORGAN CHASE & CO730+116$2.1K+$52918.9%

Reduced(8)

ManagerSharesΔ SharesValueΔ Value% Δ
Pacific Ridge Capital Partners, LLC430,031-21,674$1.3M+$76.7K-4.8%
VANGUARD GROUP INC67,5860$197.4K+$21.0K0.0%
1492 Capital Management LLC102,632-4,164$299.7K+$20.9K-3.9%
UBS Group AG872-3,374$2.5K-$8.5K-79.5%
STATE STREET CORP14,7000$42.9K+$4.6K0.0%
CHOREO, LLC10,2720$29.7K+$2.9K0.0%
OSAIC HOLDINGS, INC.4200$1.2K+$1170.0%
BANK OF AMERICA CORP /DE/30$9+$10.0%

Sold Out(4)

ManagerSharesΔ SharesValueΔ Value% Δ
SANDERS MORRIS HARRIS LLC0-809,667$0-$2.1M
LPL Financial LLC0-102,026$0-$266.3K
MORGAN STANLEY0-1,000$0-$2.6K
Tower Research Capital LLC (TRC)0-262$0-$684