13F QoQ Ownership Changes
SKM Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 41 new · 63 added · 80 reduced · 46 exited
New Positions(41)
Added To(63)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| MILLENNIUM MANAGEMENT LLC | 606,347 | +405,863 | $12.4M | +$8.1M | 202.4% |
| JPMORGAN CHASE & CO | 328,353 | +327,945 | $6.7M | +$6.7M | 80378.7% |
| UBS Group AG | 426,729 | +291,418 | $8.8M | +$5.8M | 215.4% |
| Robeco Institutional Asset Management B.V. | 2,462,769 | +374,428 | $50.6M | +$5.5M | 17.9% |
| BlackRock, Inc. | 2,584,898 | +341,767 | $53.1M | +$4.6M | 15.2% |
| Creative Planning | 585,227 | +237,477 | $12.0M | +$4.5M | 68.3% |
| Boston Common Asset Management, LLC | 362,424 | +164,472 | $7.4M | +$3.2M | 83.1% |
| STATE STREET CORP | 268,460 | +103,410 | $5.5M | +$1.9M | 62.6% |
| D. E. Shaw & Co., Inc. | 413,517 | +93,710 | $8.5M | +$1.6M | 29.3% |
| DIMENSIONAL FUND ADVISORS LP | 155,347 | +78,485 | $3.2M | +$1.5M | 102.1% |
| BARCLAYS PLC | 63,021 | +62,677 | $1.5M | +$1.5M | 18220.0% |
| Verition Fund Management LLC | 115,972 | +73,315 | $2.4M | +$1.5M | 171.9% |
| QUADRANT CAPITAL GROUP LLC | 175,049 | +73,068 | $3.6M | +$1.4M | 71.6% |
| Point72 Asset Management, L.P. | 95,353 | +63,453 | $2.0M | +$1.3M | 198.9% |
| GREAT LAKES ADVISORS, LLC | 1,117,361 | +12,672 | $22.9M | -$921.9K | 1.1% |
| ABN AMRO INVESTMENT SOLUTIONS | 240,043 | +49,016 | $4.9M | +$818.1K | 25.6% |
| NEUBERGER BERMAN GROUP LLC | 57,260 | +9,562 | $220.6K | -$809.7K | 20.0% |
| OVERSEA-CHINESE BANKING Corp Ltd | 136,003 | +43,053 | $2.8M | +$784.4K | 46.3% |
| Allspring Global Investments Holdings, LLC | 923,579 | +12,848 | $19.0M | -$738.0K | 1.4% |
| Cerity Partners LLC | 75,367 | +34,401 | $1.5M | +$662.4K | 84.0% |
| AMERICAN CENTURY COMPANIES INC | 253,099 | +41,699 | $5.2M | +$629.9K | 19.7% |
| Ethic Inc. | 90,560 | +32,989 | $1.9M | +$615.7K | 57.3% |
| FIRST TRUST ADVISORS LP | 45,198 | +28,366 | $927.9K | +$564.3K | 168.5% |
| TODD ASSET MANAGEMENT LLC | 222,868 | +34,340 | $4.6M | +$503.3K | 18.2% |
| MORGAN STANLEY | 2,374,999 | +132,907 | $48.8M | +$329.5K | 5.9% |
| Sequoia Financial Advisors, LLC | 87,862 | +18,463 | $1.8M | +$304.8K | 26.6% |
| RHUMBLINE ADVISERS | 85,998 | +17,446 | $1.8M | +$284.8K | 25.4% |
| PNC Financial Services Group, Inc. | 50,906 | +14,290 | $1.0M | +$254.2K | 39.0% |
| CIBC WORLD MARKET INC. | 526,529 | +14,350 | $10.8M | -$253.4K | 2.8% |
| SIGNATUREFD, LLC | 21,710 | +8,697 | $445.7K | +$164.6K | 66.8% |
| Global Retirement Partners, LLC | 7,660 | +7,569 | $157.3K | +$155.3K | 8317.6% |
| Corient Private Wealth LLC | 51,730 | +9,147 | $1.1M | +$140.9K | 21.5% |
| Pathstone Holdings, LLC | 55,677 | +7,513 | $1.1M | +$103.2K | 15.6% |
| Arax Advisory Partners | 5,795 | +4,615 | $119.0K | +$93.5K | 391.1% |
| Vanguard Personalized Indexing Management, LLC | 111,309 | +2,175 | $2.3M | -$72.1K | 2.0% |
| SCOTIA CAPITAL INC. | 50,847 | +5,810 | $1.0M | +$71.1K | 12.9% |
| Parvin Asset Management, LLC | 38,185 | +4,637 | $783.9K | +$59.3K | 13.8% |
| Farther Finance Advisors, LLC | 5,772 | +2,889 | $118.5K | +$56.2K | 100.2% |
| West Family Investments, Inc. | 23,625 | +3,106 | $485.0K | +$41.8K | 15.1% |
| Probity Advisors, Inc. | 29,677 | +169 | $609.3K | -$28.1K | 0.6% |
| SIMPLEX TRADING, LLC | 1,126 | +592 | $23.1K | +$23.1K | 110.9% |
| Caitong International Asset Management Co., Ltd | 918 | +905 | $18.8K | +$18.6K | 6961.5% |
| CHICAGO TRUST Co NA | 20,762 | +208 | $426.2K | -$17.7K | 1.0% |
| Bell Investment Advisors, Inc | 1,125 | +816 | $23.1K | +$16.4K | 264.1% |
| MATTHEWS INTERNATIONAL CAPITAL MANAGEMENT LLC | 2,491 | +835 | $51.1K | +$15.4K | 50.4% |
| Vise Technologies, Inc. | 29,689 | +2,136 | $609.5K | +$14.4K | 7.8% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 13,465 | +148 | $276.8K | -$9.6K | 1.1% |
| Ballentine Partners, LLC | 24,182 | +857 | $496.5K | -$7.4K | 3.7% |
| Physician Wealth Advisors, Inc. | 659 | +313 | $13.5K | +$6.1K | 90.5% |
| Parkside Financial Bank & Trust | 541 | +226 | $11.1K | +$4.3K | 71.7% |
| LPL Financial LLC | 21,683 | +920 | $445.2K | -$3.3K | 4.4% |
| True Wealth Design, LLC | 249 | +136 | $5.1K | +$2.7K | 120.3% |
| GUGGENHEIM CAPITAL LLC | 77,674 | +3,919 | $1.6M | +$1.5K | 5.3% |
| PDS Planning, Inc | 14,397 | +767 | $295.6K | +$1.2K | 5.6% |
| Smartleaf Asset Management LLC | 109 | +39 | $2.2K | +$724 | 55.7% |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 221,300 | +34,100 | $4.5K | +$499 | 18.2% |
| SBI Securities Co., Ltd. | 165 | +30 | $3.4K | +$471 | 22.2% |
| Abound Wealth Management | 74 | +20 | $1.5K | +$353 | 37.0% |
| HANTZ FINANCIAL SERVICES, INC. | 13,557 | +7,801 | $278 | +$154 | 135.5% |
| Ramirez Asset Management, Inc. | 97 | +10 | $2.0K | +$112 | 11.5% |
| Euro Pacific Asset Management, LLC | 123,816 | +1,661 | $2.6K | -$89 | 1.4% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 30 | +3 | $616 | +$33 | 11.1% |
| CWM, LLC | 5,655 | +1,750 | $116 | +$32 | 44.8% |
Reduced(80)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| CITIGROUP INC | 12,399 | -1,152,806 | $254.6K | -$24.9M | -98.9% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 1,899,722 | -353,955 | $39.0M | -$9.7M | -15.7% |
| BANK OF AMERICA CORP /DE/ | 533,141 | -353,789 | $10.9M | -$8.2M | -39.9% |
| GOLDMAN SACHS GROUP INC | 350,557 | -183,850 | $7.2M | -$4.3M | -34.4% |
| TWO SIGMA INVESTMENTS, LP | 15,824 | -194,095 | $324.9K | -$4.2M | -92.5% |
| CITADEL ADVISORS LLC | 43,551 | -156,422 | $894.1K | -$3.4M | -78.2% |
| Royal Bank of Canada | 2,859 | -81,638 | $59.0K | -$1.8M | -96.6% |
| Quantinno Capital Management LP | 94,363 | -51,774 | $1.9M | -$1.2M | -35.4% |
| NORDEA INVESTMENT MANAGEMENT AB | 468,164 | -31,563 | $9.6M | -$1.2M | -6.3% |
| BNP PARIBAS FINANCIAL MARKETS | 599,020 | -19,767 | $12.3M | -$1.1M | -3.2% |
| RAYMOND JAMES FINANCIAL INC | 29,368 | -37,497 | $602.9K | -$841.4K | -56.1% |
| Caprock Group, LLC | 50,914 | -31,613 | $1.0M | -$758.6K | -38.3% |
| NORTHERN TRUST CORP | 67,286 | -30,347 | $1.4M | -$727.5K | -31.1% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 406,742 | -11,433 | $8.4M | -$682.2K | -2.7% |
| FMR LLC | 28,833 | -27,023 | $591.9K | -$614.5K | -48.4% |
| US BANCORP \DE\ | 46,467 | -23,986 | $954.0K | -$567.8K | -34.0% |
| ENVESTNET ASSET MANAGEMENT INC | 10,829 | -24,420 | $222.3K | -$539.1K | -69.3% |
| Hennion & Walsh Asset Management, Inc. | 22,355 | -22,687 | $458.9K | -$514.0K | -50.4% |
| Promethos Capital, LLC | 256,120 | -61,806 | $5.3M | -$497.6K | -19.4% |
| Qube Research & Technologies Ltd | 214,605 | -11,652 | $4.4M | -$481.3K | -5.1% |
| IEQ CAPITAL, LLC | 20,510 | -21,099 | $421.1K | -$477.7K | -50.7% |
| QRG CAPITAL MANAGEMENT, INC. | 13,575 | -14,224 | $278.7K | -$321.8K | -51.2% |
| Vident Advisory, LLC | 124,050 | -7,193 | $2.5M | -$288.1K | -5.5% |
| CEERA INVESTMENTS, LLC | 48,410 | -10,490 | $993.9K | -$278.4K | -17.8% |
| Mariner, LLC | 52,038 | -9,540 | $1.1M | -$261.5K | -15.5% |
| DEUTSCHE BANK AG\ | 221,134 | 0 | $4.5M | -$236.6K | 0.0% |
| Manske Wealth Management | 12,040 | -8,826 | $247.2K | -$220.6K | -42.3% |
| Boston Partners | 84,861 | -5,908 | $1.7M | -$217.6K | -6.5% |
| SEI INVESTMENTS CO | 58,577 | -5,222 | $1.2M | -$175.6K | -8.2% |
| Mitsubishi UFJ Trust & Banking Corp | 111,396 | -2,426 | $2.3M | -$171.6K | -2.1% |
| RITHOLTZ WEALTH MANAGEMENT | 26,921 | -6,557 | $552.7K | -$170.4K | -19.6% |
| Everstar Asset Management, LLC | 19,110 | -18,241 | $643.0K | -$163.8K | -48.8% |
| Blue Trust, Inc. | 39,693 | -5,597 | $814.9K | -$163.4K | -12.3% |
| Parallel Advisors, LLC | 12,713 | -6,845 | $261.0K | -$161.5K | -35.0% |
| Generali Investments CEE, investicni spolecnost, a.s. | 5,344 | -5,952 | $109.7K | -$134.3K | -52.7% |
| Orion Porfolio Solutions, LLC | 69,582 | -1,584 | $1.4M | -$108.7K | -2.2% |
| GABELLI FUNDS LLC | 94,700 | 0 | $1.9M | -$101.3K | 0.0% |
| Invesco Ltd. | 36,191 | -2,747 | $743.0K | -$98.1K | -7.0% |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 11,755 | -2,738 | $241.6K | -$72.5K | -18.9% |
| Atria Investments, Inc | 26,082 | -1,978 | $535.5K | -$70.6K | -7.0% |
| Henry James International Management Inc. | 51,171 | -60 | $1.1M | -$56.0K | -0.1% |
| GAMMA Investing LLC | 2,174 | -2,127 | $44.6K | -$48.3K | -49.5% |
| OneDigital Investment Advisors LLC | 11,544 | -1,142 | $237.0K | -$37.0K | -9.0% |
| HM PAYSON & CO | 1,822 | -1,312 | $37.4K | -$32.6K | -41.9% |
| Callan Family Office, LLC | 18,647 | -509 | $382.8K | -$30.9K | -2.6% |
| Advisors Asset Management, Inc. | 19,399 | -201 | $398.3K | -$25.1K | -1.0% |
| Investors Research Corp | 18,878 | -182 | $387.6K | -$24.1K | -0.9% |
| WealthCollab, LLC | 4,741 | -864 | $97.3K | -$23.7K | -15.4% |
| Systematic Alpha Investments, LLC | 19,900 | 0 | $408.5K | -$21.3K | 0.0% |
| ASSETMARK, INC | 1,647 | -827 | $33.8K | -$19.6K | -33.4% |
| OSAIC HOLDINGS, INC. | 2,952 | -578 | $60.6K | -$15.7K | -16.4% |
| ARGA Investment Management, LP | 13,940 | 0 | $286.2K | -$14.9K | 0.0% |
| WELLS FARGO & COMPANY/MN | 6,625 | -311 | $136.0K | -$13.8K | -4.5% |
| JONES FINANCIAL COMPANIES LLLP | 785 | -551 | $16.1K | -$12.7K | -41.2% |
| WEXFORD CAPITAL LP | 1,328 | -495 | $27.3K | -$12.1K | -27.1% |
| SATURNA CAPITAL CORP | 11,000 | 0 | $225.8K | -$11.8K | 0.0% |
| EverSource Wealth Advisors, LLC | 6,750 | -202 | $138.6K | -$11.6K | -2.9% |
| Rockefeller Capital Management L.P. | 690 | -409 | $14.2K | -$9.6K | -37.2% |
| TD Waterhouse Canada Inc. | 371 | -328 | $7.6K | -$7.5K | -46.9% |
| Bare Financial Services, Inc | 50 | -148 | $1.0K | -$3.3K | -74.7% |
| Bank Julius Baer & Co. Ltd, Zurich | 2,970 | 0 | $61.0K | -$3.2K | 0.0% |
| Steward Partners Investment Advisory, LLC | 576 | -110 | $11.8K | -$3.0K | -16.0% |
| Bruce G. Allen Investments, LLC | 887 | 0 | $18.2K | -$949 | 0.0% |
| Quest 10 Wealth Builders, Inc. | 22 | -22 | $452 | -$537 | -50.0% |
| Larson Financial Group LLC | 67 | -20 | $1.4K | -$503 | -23.0% |
| LSV ASSET MANAGEMENT | 211,586 | -10,304 | $4.3K | -$449 | -4.6% |
| JFS WEALTH ADVISORS, LLC | 122 | -9 | $2.5K | -$327 | -6.9% |
| NewEdge Advisors, LLC | 276 | 0 | $5.7K | -$295 | 0.0% |
| Rosenberg Matthew Hamilton | 247 | 0 | $5.1K | -$264 | 0.0% |
| Key Financial Inc | 188 | 0 | $3.9K | -$206 | 0.0% |
| Spire Wealth Management | 105 | -4 | $2.2K | -$198 | -3.7% |
| DekaBank Deutsche Girozentrale | 83,450 | 0 | $1.9K | +$126 | 0.0% |
| Triumph Capital Management | 116 | 0 | $2.4K | -$125 | 0.0% |
| Lester Murray Antman dba SimplyRich | 12,148 | -3,517 | $249 | -$89 | -22.4% |
| PRIVATE TRUST CO NA | 81 | 0 | $1.7K | -$87 | 0.0% |
| LRI Investments, LLC | 44 | 0 | $903 | -$47 | 0.0% |
| MAI Capital Management | 42 | 0 | $863 | -$45 | 0.0% |
| Millstone Evans Group, LLC | 30 | 0 | $616 | -$32 | 0.0% |
| BESSEMER GROUP INC | 5,921 | 0 | $122 | -$6 | 0.0% |
| HUNTINGTON NATIONAL BANK | 1 | 0 | $21 | -$1 | 0.0% |