13F QoQ Ownership Changes
SKY Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 77 new · 119 added · 155 reduced · 42 exited
New Positions(77)
Added To(119)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| BlackRock, Inc. | 8,953,554 | +74,207 | $756.6M | +$78.5M | 0.8% |
| BANK OF MONTREAL /CAN/ | 826,232 | +820,378 | $69.8M | +$69.4M | 14014.0% |
| Alyeska Investment Group, L.P. | 639,102 | +543,219 | $54.0M | +$46.7M | 566.5% |
| Invesco Ltd. | 931,016 | +243,614 | $78.7M | +$26.2M | 35.4% |
| DIMENSIONAL FUND ADVISORS LP | 1,655,633 | +125,114 | $139.9M | +$23.0M | 8.2% |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | 333,000 | +233,000 | $28.1M | +$20.5M | 233.0% |
| CRAMER ROSENTHAL MCGLYNN LLC | 835,979 | +172,109 | $70.6M | +$19.9M | 25.9% |
| Nuveen, LLC | 494,797 | +154,774 | $41.8M | +$15.8M | 45.5% |
| CITADEL ADVISORS LLC | 426,048 | +152,500 | $36.0M | +$15.1M | 55.7% |
| NEUMEIER POMA INVESTMENT COUNSEL LLC | 484,196 | +138,890 | $40.9M | +$14.5M | 40.2% |
| BANK OF AMERICA CORP /DE/ | 529,867 | +126,721 | $44.8M | +$14.0M | 31.4% |
| GENDELL JEFFREY L | 317,097 | +111,748 | $26.8M | +$11.1M | 54.4% |
| CONGRESS ASSET MANAGEMENT CO | 949,549 | +26,084 | $80.2M | +$9.7M | 2.8% |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 1,020,700 | +15,497 | $86.2M | +$9.5M | 1.5% |
| Point72 Asset Management, L.P. | 941,751 | +19,499 | $79.6M | +$9.1M | 2.1% |
| JPMORGAN CHASE & CO | 182,444 | +72,398 | $15.4M | +$7.0M | 65.8% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 738,884 | +12,168 | $62.4M | +$6.9M | 1.7% |
| JANUS HENDERSON GROUP PLC | 102,850 | +78,985 | $8.7M | +$6.9M | 331.0% |
| Rockefeller Capital Management L.P. | 70,902 | +70,760 | $6.0M | +$6.0M | 49831.0% |
| Blue Door Asset Management, LLC | 130,774 | +51,274 | $11.1M | +$5.0M | 64.5% |
| New Age Alpha Advisors, LLC | 53,073 | +50,354 | $4.5M | +$4.3M | 1851.9% |
| WELLS FARGO & COMPANY/MN | 160,410 | +27,106 | $13.6M | +$3.4M | 20.3% |
| First Eagle Investment Management, LLC | 122,824 | +11,300 | $10.4M | +$1.9M | 10.1% |
| COMERICA BANK | 35,543 | +19,377 | $3.0M | +$1.8M | 119.9% |
| Rafferty Asset Management, LLC | 91,419 | +6,117 | $7.7M | +$1.2M | 7.2% |
| KORNITZER CAPITAL MANAGEMENT INC /KS | 146,731 | +77 | $12.4M | +$1.2M | 0.1% |
| UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC | 95,134 | +4,158 | $8.0M | +$1.1M | 4.6% |
| BRANT POINT INVESTMENT MANAGEMENT LLC | 35,000 | +10,000 | $3.0M | +$1.0M | 40.0% |
| Creative Planning | 23,814 | +10,371 | $2.0M | +$985.6K | 77.1% |
| SEI INVESTMENTS CO | 46,732 | +7,242 | $3.9M | +$933.0K | 18.3% |
| Swiss National Bank | 105,900 | +400 | $8.9M | +$891.5K | 0.4% |
| JANE STREET GROUP, LLC | 36,223 | +7,643 | $3.1M | +$878.2K | 26.7% |
| California Public Employees Retirement System | 90,125 | +3 | $7.6M | +$732.9K | 0.0% |
| ROBOTTI ROBERT | 70,041 | +1,060 | $5.9M | +$650.4K | 1.5% |
| RBF Capital, LLC | 14,000 | +7,000 | $1.2M | +$648.4K | 100.0% |
| Russell Investments Group, Ltd. | 64,748 | +1,072 | $5.5M | +$608.2K | 1.7% |
| DEUTSCHE BANK AG\ | 49,033 | +2,544 | $4.1M | +$592.9K | 5.5% |
| Cerity Partners LLC | 59,551 | +1,220 | $5.0M | +$577.3K | 2.1% |
| Mirador Capital Partners LP | 50,259 | +1,516 | $4.2M | +$524.4K | 3.1% |
| CITIGROUP INC | 60,593 | +310 | $5.1M | +$516.3K | 0.5% |
| Baird Financial Group, Inc. | 11,427 | +4,497 | $965.6K | +$436.3K | 64.9% |
| State of Wyoming | 7,622 | +4,798 | $644.1K | +$428.4K | 169.9% |
| AQR CAPITAL MANAGEMENT LLC | 8,100 | +4,637 | $684.5K | +$420.0K | 133.9% |
| Illinois Municipal Retirement Fund | 30,017 | +1,929 | $2.5M | +$391.4K | 6.9% |
| Vestmark Advisory Solutions, Inc. | 15,881 | +3,228 | $1.3M | +$375.6K | 25.5% |
| INTECH INVESTMENT MANAGEMENT LLC | 26,005 | +1,988 | $2.2M | +$363.2K | 8.3% |
| Wilmington Savings Fund Society, FSB | 37,473 | +46 | $3.2M | +$308.2K | 0.1% |
| STIFEL FINANCIAL CORP | 18,330 | +1,618 | $1.5M | +$272.7K | 9.7% |
| Bryn Mawr Trust Advisors, LLC | 14,972 | +1,219 | $1.3M | +$214.8K | 8.9% |
| BARCLAYS PLC | 161,643 | +31,868 | $10.1M | +$209.6K | 24.6% |
| PROFUND ADVISORS LLC | 4,859 | +2,202 | $410.6K | +$207.7K | 82.9% |
| Empowered Funds, LLC | 8,614 | +1,592 | $727.9K | +$191.6K | 22.7% |
| Quantinno Capital Management LP | 6,467 | +1,684 | $546.5K | +$181.2K | 35.2% |
| AlphaQuest LLC | 7,107 | +1,509 | $600.5K | +$173.0K | 26.9% |
| Pathstone Holdings, LLC | 4,602 | +1,698 | $388.9K | +$167.1K | 58.5% |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 11,600 | +810 | $980.2K | +$156.2K | 7.5% |
| FRANKLIN RESOURCES INC | 17,559 | +74 | $1.5M | +$148.4K | 0.4% |
| Aviance Capital Partners, LLC | 7,926 | +865 | $669.7K | +$130.5K | 12.3% |
| GUIDANCE CAPITAL, INC | 6,892 | +71 | $644.6K | +$123.1K | 1.0% |
| Portside Wealth Group, LLC | 6,461 | +891 | $546.0K | +$120.6K | 16.0% |
| Byrne Asset Management LLC | 2,098 | +1,334 | $177.3K | +$118.9K | 174.6% |
| Huntleigh Advisors, Inc. | 9,263 | +478 | $782.8K | +$111.8K | 5.4% |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 12,799 | +100 | $1.1M | +$111.7K | 0.8% |
| Gotham Asset Management, LLC | 8,531 | +509 | $720.9K | +$108.2K | 6.3% |
| ProShare Advisors LLC | 10,995 | +207 | $929.1K | +$105.2K | 1.9% |
| Net Worth Advisory Group | 3,672 | +728 | $310.3K | +$85.4K | 24.7% |
| NISA INVESTMENT ADVISORS, LLC | 1,727 | +874 | $145.9K | +$80.8K | 102.5% |
| Argent Trust Co | 4,023 | +622 | $339.9K | +$80.2K | 18.3% |
| CAPTRUST FINANCIAL ADVISORS | 7,852 | +204 | $663.5K | +$79.4K | 2.7% |
| PNC Financial Services Group, Inc. | 6,302 | +293 | $532.5K | +$73.6K | 4.9% |
| STRS OHIO | 3,900 | +500 | $329.6K | +$69.9K | 14.7% |
| Maryland State Retirement & Pension System | 8,163 | +38 | $689.8K | +$69.3K | 0.5% |
| JONES FINANCIAL COMPANIES LLLP | 939 | +773 | $79.3K | +$67.0K | 465.7% |
| GAMMA Investing LLC | 1,489 | +714 | $125.8K | +$66.6K | 92.1% |
| EverSource Wealth Advisors, LLC | 941 | +769 | $79.5K | +$66.4K | 447.1% |
| Concurrent Investment Advisors, LLC | 3,871 | +383 | $327.1K | +$60.7K | 11.0% |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 6,384 | +95 | $539.4K | +$59.2K | 1.5% |
| Envestnet Portfolio Solutions, Inc. | 4,183 | +297 | $353.5K | +$56.7K | 7.6% |
| Arkadios Wealth Advisors | 6,758 | +15 | $571.1K | +$56.1K | 0.2% |
| MML INVESTORS SERVICES, LLC | 3,640 | +344 | $307.6K | +$55.9K | 10.4% |
| HighTower Advisors, LLC | 6,111 | +58 | $516.4K | +$54.1K | 0.9% |
| HARBOUR INVESTMENTS, INC. | 5,761 | +2 | $486.8K | +$47.0K | 0.0% |
| Sowell Financial Services LLC | 2,956 | +100 | $249.8K | +$31.7K | 3.5% |
| Sterling Capital Management LLC | 370 | +231 | $31.3K | +$20.6K | 166.2% |
| UMB Bank, n.a. | 313 | +138 | $26.4K | +$13.1K | 78.8% |
| AdvisorNet Financial, Inc | 735 | +80 | $62.1K | +$12.1K | 12.2% |
| CANADA LIFE ASSURANCE Co | 179,419 | +124,731 | $15.2K | +$11.1K | 228.1% |
| Smartleaf Asset Management LLC | 186 | +113 | $15.9K | +$10.4K | 154.8% |
| Salomon & Ludwin, LLC | 462 | +75 | $39.5K | +$9.9K | 19.4% |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 745 | +25 | $63.0K | +$8.0K | 3.5% |
| Bare Financial Services, Inc | 141 | +75 | $11.9K | +$6.9K | 113.6% |
| Parkside Financial Bank & Trust | 414 | +28 | $35.0K | +$5.5K | 7.3% |
| US BANCORP \DE\ | 143 | +55 | $12.1K | +$5.4K | 62.5% |
| Larson Financial Group LLC | 212 | +46 | $17.9K | +$5.2K | 27.7% |
| BESSEMER GROUP INC | 47,480 | +47,324 | $4.0K | +$4.0K | 30335.9% |
| Root Financial Partners, LLC | 164 | +30 | $13.9K | +$3.6K | 22.4% |
| Crewe Advisors LLC | 164 | +20 | $13.9K | +$2.9K | 13.9% |
| Thrivent Financial for Lutherans | 210,372 | +12,844 | $17.8K | +$2.7K | 6.5% |
| ROTHSCHILD INVESTMENT LLC | 96 | +21 | $8.1K | +$2.4K | 28.0% |
| Parallel Advisors, LLC | 51 | +23 | $4.3K | +$2.2K | 82.1% |
| JFS WEALTH ADVISORS, LLC | 46 | +14 | $3.9K | +$1.4K | 43.8% |
| Versant Capital Management, Inc | 88 | +7 | $7.4K | +$1.3K | 8.6% |
| Cedar Mountain Advisors, LLC | 10 | +9 | $845 | +$769 | 900.0% |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 18,700 | +6,400 | $1.6K | +$641 | 52.0% |
| Handelsbanken Fonder AB | 19,300 | +4,600 | $1.6K | +$508 | 31.3% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 51,016 | +1,160 | $4.3K | +$503 | 2.3% |
| Fortitude Family Office, LLC | 19 | +4 | $1.6K | +$460 | 26.7% |
| SG Americas Securities, LLC | 13,869 | +2,430 | $1.2K | +$298 | 21.2% |
| Bay Harbor Wealth Management, LLC | 6 | +3 | $507 | +$278 | 100.0% |
| State of Alaska, Department of Revenue | 31,563 | +138 | $2.7K | +$267 | 0.4% |
| DiNuzzo Private Wealth, Inc. | 11 | +2 | $930 | +$250 | 22.2% |
| True Wealth Design, LLC | 7 | +2 | $592 | +$210 | 40.0% |
| Rialto Wealth Management, LLC | 6 | +2 | $507 | +$201 | 50.0% |
| HFM Investment Advisors, LLC | 4 | +1 | $338 | +$109 | 33.3% |
| Covestor Ltd | 2,570 | +647 | $217 | +$70 | 33.6% |
| Penserra Capital Management LLC | 3,192 | +319 | $269 | +$50 | 11.1% |
| CWM, LLC | 2,608 | +198 | $220 | +$36 | 8.2% |
| HANTZ FINANCIAL SERVICES, INC. | 559 | +403 | $47 | +$35 | 258.3% |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 696 | +215 | $59 | +$22 | 44.7% |