13F QoQ Ownership Changes
SNDR Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 59 new · 79 added · 151 reduced · 57 exited
New Positions(59)
Added To(79)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| Blueprint Investment Partners LLC | 6,078,413 | +5,874,390 | $161.3M | +$156.9M | 2879.3% |
| Blueprint Financial Advisors LLC | 6,078,413 | +5,872,390 | $161.3M | +$156.9M | 2850.3% |
| BlackRock, Inc. | 6,745,750 | +118,989 | $179.0M | +$38.7M | 1.8% |
| Bank of New York Mellon Corp | 1,816,087 | +1,076,184 | $48.2M | +$32.5M | 145.4% |
| AQR CAPITAL MANAGEMENT LLC | 2,077,455 | +817,259 | $55.1M | +$28.7M | 64.8% |
| DIMENSIONAL FUND ADVISORS LP | 4,857,023 | +83,356 | $128.9M | +$27.8M | 1.7% |
| DEPRINCE RACE & ZOLLO INC | 1,825,534 | +249,258 | $48.4M | +$15.1M | 15.8% |
| GOLDMAN SACHS GROUP INC | 629,523 | +491,542 | $16.7M | +$13.8M | 356.2% |
| FIRST TRUST ADVISORS LP | 2,147,314 | +87,084 | $57.0M | +$13.4M | 4.2% |
| Quantinno Capital Management LP | 1,383,166 | +278,764 | $36.7M | +$13.3M | 25.2% |
| STATE STREET CORP | 1,801,300 | +38,373 | $48.0M | +$10.5M | 2.2% |
| MILLENNIUM MANAGEMENT LLC | 425,584 | +190,190 | $11.3M | +$6.3M | 80.8% |
| NEW YORK STATE COMMON RETIREMENT FUND | 989,377 | +19,352 | $26.2M | +$5.7M | 2.0% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 466,221 | +148,825 | $12.4M | +$5.7M | 46.9% |
| Russell Investments Group, Ltd. | 539,819 | +104,679 | $14.3M | +$5.1M | 24.1% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 779,108 | +38,962 | $20.7M | +$5.0M | 5.3% |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 275,995 | +22,317 | $7.3M | +$2.0M | 8.8% |
| Nuveen, LLC | 248,547 | +26,855 | $6.6M | +$1.9M | 12.1% |
| CITADEL ADVISORS LLC | 211,591 | +34,990 | $5.6M | +$1.9M | 19.8% |
| Creative Planning | 102,382 | +61,331 | $2.7M | +$1.8M | 149.4% |
| VICTORY CAPITAL MANAGEMENT INC | 238,402 | +18,844 | $6.3M | +$1.7M | 8.6% |
| MERCER GLOBAL ADVISORS INC /ADV | 121,133 | +11,735 | $3.2M | +$898.8K | 10.7% |
| Lighthouse Investment Partners, LLC | 71,019 | +22,097 | $1.9M | +$848.9K | 45.2% |
| OPPENHEIMER ASSET MANAGEMENT INC. | 125,924 | +1,855 | $3.3M | +$715.5K | 1.5% |
| OCCUDO QUANTITATIVE STRATEGIES LP | 57,728 | +18,118 | $1.5M | +$693.4K | 45.7% |
| Swiss National Bank | 109,100 | +1,900 | $2.9M | +$626.1K | 1.8% |
| PDT Partners, LLC | 40,781 | +18,386 | $1.1M | +$608.0K | 82.1% |
| Caprock Group, LLC | 51,011 | +19,870 | $1.4M | +$588.4K | 63.8% |
| Orion Porfolio Solutions, LLC | 77,868 | +4,976 | $2.1M | +$523.4K | 6.8% |
| QRG CAPITAL MANAGEMENT, INC. | 64,217 | +4,456 | $1.7M | +$439.1K | 7.5% |
| SIMPLEX TRADING, LLC | 15,923 | +11,300 | $422.4K | +$422.3K | 244.4% |
| Cerity Partners LLC | 38,815 | +7,422 | $1.0M | +$365.5K | 23.6% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 28,602 | +7,008 | $822.6K | +$356.0K | 32.5% |
| Sequoia Financial Advisors, LLC | 33,383 | +7,625 | $885.7K | +$340.6K | 29.6% |
| BARCLAYS PLC | 15,022 | +12,952 | $362.8K | +$319.0K | 625.7% |
| SYON CAPITAL LLC | 24,820 | +5,983 | $658.5K | +$259.9K | 31.8% |
| ALLIANCEBERNSTEIN L.P. | 24,504 | +3,764 | $650.1K | +$211.2K | 18.1% |
| MML INVESTORS SERVICES, LLC | 32,394 | +1,497 | $859.4K | +$205.6K | 4.8% |
| Schonfeld Strategic Advisors LLC | 15,980 | +5,134 | $423.9K | +$194.4K | 47.3% |
| Amundi | 16,431 | +4,574 | $435.9K | +$177.6K | 38.6% |
| Atria Investments, Inc | 29,380 | +373 | $779.5K | +$165.7K | 1.3% |
| Kera Capital Partners, Inc. | 17,332 | +2,711 | $465.2K | +$155.8K | 18.5% |
| Unison Advisors LLC | 28,096 | +111 | $748.1K | +$153.2K | 0.4% |
| CAPTRUST FINANCIAL ADVISORS | 19,629 | +1,828 | $520.8K | +$144.1K | 10.3% |
| Chicago Partners Investment Group LLC | 15,047 | +1,176 | $451.1K | +$136.2K | 8.5% |
| NEUBERGER BERMAN GROUP LLC | 15,555 | +1,679 | $412.7K | +$119.1K | 12.1% |
| NorthCrest Asset Manangement, LLC | 12,728 | +1,288 | $357.8K | +$110.6K | 11.3% |
| Corient Private Wealth LLC | 137,381 | +83,717 | $1.2M | +$109.9K | 156.0% |
| OSAIC HOLDINGS, INC. | 21,441 | +1,661 | $569.0K | +$104.7K | 8.4% |
| Envestnet Portfolio Solutions, Inc. | 12,009 | +674 | $318.6K | +$78.8K | 5.9% |
| Baker Avenue Asset Management, LP | 11,409 | +764 | $302.7K | +$77.4K | 7.2% |
| SIGNATUREFD, LLC | 6,506 | +1,732 | $172.6K | +$71.6K | 36.3% |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 11,400 | +200 | $302.4K | +$65.5K | 1.8% |
| Tradition Wealth Management, LLC | 10,864 | +44 | $288.2K | +$59.3K | 0.4% |
| Maryland State Retirement & Pension System | 9,963 | +122 | $264.3K | +$56.1K | 1.2% |
| Tower Research Capital LLC (TRC) | 2,308 | +1,390 | $61.2K | +$41.8K | 151.4% |
| Farther Finance Advisors, LLC | 1,823 | +1,110 | $48.4K | +$33.3K | 155.7% |
| Versant Capital Management, Inc | 2,514 | +755 | $66.7K | +$29.5K | 42.9% |
| HARBOUR INVESTMENTS, INC. | 4,188 | +10 | $111.1K | +$22.7K | 0.2% |
| JONES FINANCIAL COMPANIES LLLP | 1,501 | +666 | $39.8K | +$22.1K | 79.8% |
| Rockefeller Capital Management L.P. | 1,733 | +242 | $46.0K | +$14.4K | 16.2% |
| ROTHSCHILD INVESTMENT LLC | 367 | +340 | $9.7K | +$9.2K | 1259.3% |
| Larson Financial Group LLC | 378 | +324 | $10.0K | +$8.9K | 600.0% |
| Quent Capital, LLC | 1,248 | +92 | $33.1K | +$8.6K | 8.0% |
| Winch Advisory Services, LLC | 1,364 | +6 | $36.2K | +$7.4K | 0.4% |
| SJS Investment Consulting Inc. | 259 | +247 | $6.9K | +$6.6K | 2058.3% |
| NATIXIS ADVISORS, LLC | 240,450 | +204,475 | $6.4K | +$5.6K | 568.4% |
| TD PRIVATE CLIENT WEALTH LLC | 828 | +37 | $22.0K | +$5.2K | 4.7% |
| WPG Advisers, LLC | 751 | +56 | $19.9K | +$5.2K | 8.1% |
| Pacer Advisors, Inc. | 189 | +157 | $5.0K | +$4.3K | 490.6% |
| BESSEMER GROUP INC | 120,326 | +120,109 | $3.2K | +$3.2K | 55349.8% |
| FIFTH THIRD BANCORP | 374 | +45 | $9.9K | +$3.0K | 13.7% |
| UMB Bank, n.a. | 298 | +38 | $7.9K | +$2.4K | 14.6% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 242 | +2 | $6.4K | +$1.3K | 0.8% |
| JFS WEALTH ADVISORS, LLC | 71 | +43 | $1.9K | +$1.3K | 153.6% |
| Rialto Wealth Management, LLC | 26 | +22 | $690 | +$605 | 550.0% |
| CWM, LLC | 8,784 | +5,976 | $233 | +$174 | 212.8% |
| Covestor Ltd | 8,647 | +3,130 | $230 | +$113 | 56.7% |
| AMALGAMATED BANK | 15,138 | +370 | $402 | +$90 | 2.5% |