13F QoQ Ownership Changes
SIMO Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 45 new · 81 added · 118 reduced · 24 exited
New Positions(45)
Added To(81)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| HAWK RIDGE CAPITAL MANAGEMENT LP | 787,747 | +415,000 | $73.0M | +$37.7M | 111.3% |
| Man Group plc | 381,048 | +339,663 | $35.3M | +$31.4M | 820.7% |
| TWO SIGMA INVESTMENTS, LP | 387,337 | +309,976 | $35.9M | +$28.6M | 400.7% |
| Robeco Institutional Asset Management B.V. | 623,953 | +181,206 | $57.8M | +$15.9M | 40.9% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 200,476 | +114,164 | $18.6M | +$10.4M | 132.3% |
| HIGHLAND PEAK CAPITAL, LLC | 496,624 | +120,739 | $46.0M | +$10.4M | 32.1% |
| TWO SIGMA ADVISERS, LP | 124,681 | +101,500 | $11.6M | +$9.4M | 437.9% |
| UBS Group AG | 351,541 | +98,548 | $32.6M | +$8.6M | 39.0% |
| Kite Lake Capital Management (UK) LLP | 456,271 | +91,320 | $42.3M | +$7.7M | 25.0% |
| MORGAN STANLEY | 264,858 | +86,705 | $24.6M | +$7.7M | 48.7% |
| FMR LLC | 3,398,367 | +8 | $315.0M | -$7.2M | 0.0% |
| MARSHALL WACE, LLP | 132,651 | +77,246 | $12.3M | +$7.0M | 139.4% |
| CITADEL ADVISORS LLC | 193,456 | +64,705 | $17.9M | +$5.7M | 50.3% |
| SORA INVESTORS LLC | 128,221 | +56,687 | $11.9M | +$5.1M | 79.2% |
| ABN AMRO INVESTMENT SOLUTIONS | 106,851 | +36,165 | $9.9M | +$4.5M | 51.2% |
| REINHART PARTNERS, LLC. | 1,573,355 | +72,421 | $145.9M | +$3.5M | 4.8% |
| Jain Global LLC | 61,789 | +35,782 | $5.7M | +$3.3M | 137.6% |
| SEI INVESTMENTS CO | 95,396 | +34,177 | $8.8M | +$3.0M | 55.8% |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 37,720 | +31,843 | $3.4M | +$2.9M | 541.8% |
| ROYCE & ASSOCIATES LP | 92,540 | +27,040 | $8.6M | +$2.4M | 41.3% |
| D. E. Shaw & Co., Inc. | 102,038 | +23,470 | $9.5M | +$2.0M | 29.9% |
| M&G PLC | 202,799 | +21,755 | $18.9M | +$1.7M | 12.0% |
| OSTERWEIS CAPITAL MANAGEMENT INC | 56,335 | +18,375 | $5.2M | +$1.6M | 48.4% |
| Granahan Investment Management, LLC | 229,129 | +21,371 | $21.2M | +$1.5M | 10.3% |
| WELLINGTON MANAGEMENT GROUP LLP | 696,999 | +1,043 | $64.6M | -$1.4M | 0.1% |
| Skylands Capital, LLC | 53,219 | +14,625 | $4.9M | +$1.3M | 37.9% |
| BOOTHBAY FUND MANAGEMENT, LLC | 63,081 | +14,482 | $5.8M | +$1.2M | 29.8% |
| Diametric Capital, LP | 24,365 | +13,195 | $2.3M | +$1.2M | 118.1% |
| Balyasny Asset Management L.P. | 142,561 | +15,254 | $13.2M | +$1.1M | 12.0% |
| Jump Financial, LLC | 22,000 | +11,700 | $2.0M | +$1.1M | 113.6% |
| STATE STREET CORP | 91,040 | +10,816 | $8.4M | +$833.4K | 13.5% |
| JPMORGAN CHASE & CO | 17,494 | +8,860 | $1.6M | +$803.1K | 102.6% |
| NEUMEIER POMA INVESTMENT COUNSEL LLC | 481,818 | +3,355 | $44.7M | -$698.5K | 0.7% |
| BAROMETER CAPITAL MANAGEMENT INC. | 24,100 | +22,064 | $871.5K | +$678.4K | 1083.7% |
| Tidal Investments LLC | 28,118 | +6,868 | $2.6M | +$591.8K | 32.3% |
| US BANCORP \DE\ | 16,945 | +4,413 | $1.6M | +$382.6K | 35.2% |
| Advisors Asset Management, Inc. | 3,785 | +2,930 | $350.9K | +$269.8K | 342.7% |
| BNP PARIBAS FINANCIAL MARKETS | 5,351 | +2,574 | $496.0K | +$232.8K | 92.7% |
| State of Wyoming | 5,045 | +1,961 | $467.7K | +$175.3K | 63.6% |
| BANK OF AMERICA CORP /DE/ | 183,417 | +2,425 | $17.0M | -$157.1K | 1.3% |
| GEODE CAPITAL MANAGEMENT, LLC | 43,901 | +2,476 | $4.1M | +$142.1K | 6.0% |
| Arkadios Wealth Advisors | 4,326 | +1,542 | $401.1K | +$137.1K | 55.4% |
| Pacer Advisors, Inc. | 3,357 | +1,492 | $311.2K | +$134.4K | 80.0% |
| Rockefeller Capital Management L.P. | 6,068 | +1,228 | $562.6K | +$103.7K | 25.4% |
| RHUMBLINE ADVISERS | 3,997 | +837 | $370.5K | +$70.9K | 26.5% |
| Global Retirement Partners, LLC | 1,131 | +532 | $104.8K | +$48.1K | 88.8% |
| WELLS FARGO & COMPANY/MN | 66,721 | +1,024 | $6.2M | -$43.6K | 1.6% |
| OBERWEIS ASSET MANAGEMENT INC/ | 236,300 | +5,700 | $21.9M | +$41.8K | 2.5% |
| JANE STREET GROUP, LLC | 167,090 | +3,290 | $15.5M | -$40.6K | 2.0% |
| 1492 Capital Management LLC | 41,696 | +1,330 | $3.9M | +$38.1K | 3.3% |
| First Eagle Investment Management, LLC | 153,519 | +3,032 | $14.2M | -$36.5K | 2.0% |
| Farther Finance Advisors, LLC | 2,373 | +411 | $220.0K | +$34.0K | 20.9% |
| Arax Advisory Partners | 446 | +307 | $41.3K | +$28.2K | 220.9% |
| &PARTNERS | 13,620 | +21 | $1.3M | -$26.7K | 0.1% |
| LPL Financial LLC | 11,649 | +4 | $1.1M | -$24.2K | 0.0% |
| KENNEDY CAPITAL MANAGEMENT LLC | 22,373 | +254 | $2.1M | -$23.1K | 1.1% |
| ASSETMARK, INC | 2,751 | +296 | $255.0K | +$22.3K | 12.1% |
| CITIGROUP INC | 3,698 | +295 | $342.8K | +$20.2K | 8.7% |
| TRUIST FINANCIAL CORP | 2,377 | +239 | $220.3K | +$17.6K | 11.2% |
| Cadence Bank | 15,969 | +499 | $1.5M | +$13.6K | 3.2% |
| WealthCollab, LLC | 346 | +151 | $32.1K | +$13.6K | 77.4% |
| MML INVESTORS SERVICES, LLC | 3,887 | +200 | $360.3K | +$10.8K | 5.4% |
| NewEdge Wealth, LLC | 2,631 | +91 | $243.9K | -$7.0K | 3.6% |
| Focus Partners Wealth | 7,181 | +68 | $680.7K | +$6.3K | 0.9% |
| SIGNATUREFD, LLC | 1,517 | +77 | $140.6K | +$4.1K | 5.3% |
| SBI Securities Co., Ltd. | 72 | +35 | $6.7K | +$3.2K | 94.6% |
| Caitong International Asset Management Co., Ltd | 193 | +36 | $17.9K | +$3.0K | 22.9% |
| Parallel Advisors, LLC | 715 | +46 | $66.3K | +$2.9K | 6.9% |
| Ballentine Partners, LLC | 4,006 | +110 | $371.4K | +$2.0K | 2.8% |
| Stratos Wealth Partners, LTD. | 2,290 | +32 | $212.3K | -$1.8K | 1.4% |
| Physician Wealth Advisors, Inc. | 27 | +17 | $2.5K | +$1.6K | 170.0% |
| GSA CAPITAL PARTNERS LLP | 9,991 | +5,430 | $926 | +$494 | 119.0% |
| HUNTINGTON NATIONAL BANK | 81 | +7 | $7.5K | +$493 | 9.4% |
| SG Americas Securities, LLC | 16,290 | +5,002 | $1.5K | +$440 | 44.3% |
| EverSource Wealth Advisors, LLC | 648 | +19 | $60.1K | +$434 | 3.0% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 284 | +10 | $26.3K | +$349 | 3.6% |
| Janney Montgomery Scott LLC | 88,775 | +146 | $8.2K | -$173 | 0.2% |
| CSM Advisors, LLC | 3,984 | +1,854 | $370 | +$168 | 87.0% |
| HARBOR CAPITAL ADVISORS, INC. | 68,556 | +1,294 | $6.4K | -$22 | 1.9% |
| Covestor Ltd | 4,351 | +237 | $403 | +$13 | 5.8% |
| WEDBUSH SECURITIES INC | 4,685 | +79 | $434 | -$3 | 1.7% |