13F QoQ Ownership Changes
SONO Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 56 new · 113 added · 136 reduced · 34 exited
New Positions(56)
Added To(113)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| BlackRock, Inc. | 18,024,997 | +417,159 | $316.5M | +$38.3M | 2.4% |
| VANGUARD GROUP INC | 13,935,287 | +204,934 | $244.7M | +$27.8M | 1.5% |
| MORGAN STANLEY | 2,590,473 | +1,254,931 | $45.5M | +$24.4M | 94.0% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 3,216,366 | +552,886 | $56.5M | +$14.4M | 20.8% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1,125,300 | +754,009 | $19.8M | +$13.9M | 203.1% |
| FMR LLC | 1,266,643 | +482,840 | $22.2M | +$9.9M | 61.6% |
| MILLENNIUM MANAGEMENT LLC | 1,763,212 | +317,312 | $31.0M | +$8.1M | 21.9% |
| Edgestream Partners, L.P. | 484,296 | +429,679 | $8.5M | +$7.6M | 786.7% |
| NORGES BANK | 703,700 | +304,954 | $12.4M | +$7.5M | 76.5% |
| D. E. Shaw & Co., Inc. | 581,595 | +392,853 | $10.2M | +$7.2M | 208.1% |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 3,281,869 | +85,468 | $57.6M | +$7.1M | 2.7% |
| Crestwood Capital Management, L.P. | 950,000 | +335,000 | $16.7M | +$7.0M | 54.5% |
| BNP PARIBAS FINANCIAL MARKETS | 951,810 | +300,735 | $16.7M | +$6.4M | 46.2% |
| Allianz Asset Management GmbH | 771,527 | +312,303 | $13.5M | +$6.3M | 68.0% |
| FRANKLIN RESOURCES INC | 1,189,841 | +262,343 | $20.9M | +$6.2M | 28.3% |
| Nuveen, LLC | 1,382,225 | +222,708 | $24.3M | +$6.0M | 19.2% |
| GEODE CAPITAL MANAGEMENT, LLC | 2,908,435 | +20,602 | $51.1M | +$5.4M | 0.7% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1,888,760 | +82,156 | $33.2M | +$4.6M | 4.5% |
| AMERICAN CENTURY COMPANIES INC | 514,481 | +218,759 | $9.0M | +$4.4M | 74.0% |
| JANE STREET GROUP, LLC | 659,929 | +200,405 | $11.6M | +$4.3M | 43.6% |
| Verition Fund Management LLC | 416,578 | +210,777 | $7.3M | +$4.1M | 102.4% |
| GOLDMAN SACHS GROUP INC | 1,007,647 | +141,677 | $17.7M | +$4.0M | 16.4% |
| Numerai GP LLC | 253,779 | +216,497 | $4.5M | +$3.9M | 580.7% |
| Hillsdale Investment Management Inc. | 450,170 | +168,770 | $7.9M | +$3.5M | 60.0% |
| ROYCE & ASSOCIATES LP | 472,266 | +156,000 | $8.3M | +$3.3M | 49.3% |
| AQR CAPITAL MANAGEMENT LLC | 1,028,432 | +74,606 | $18.1M | +$3.0M | 7.8% |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 221,791 | +155,517 | $3.9M | +$2.8M | 234.7% |
| SEI INVESTMENTS CO | 371,920 | +101,891 | $6.5M | +$2.3M | 37.7% |
| Russell Investments Group, Ltd. | 320,620 | +106,586 | $5.6M | +$2.3M | 49.8% |
| CANADA PENSION PLAN INVESTMENT BOARD | 264,100 | +110,500 | $4.6M | +$2.2M | 71.9% |
| WELLS FARGO & COMPANY/MN | 292,438 | +88,075 | $5.1M | +$1.9M | 43.1% |
| Engineers Gate Manager LP | 225,476 | +81,522 | $4.0M | +$1.7M | 56.6% |
| CAPITAL FUND MANAGEMENT S.A. | 102,745 | +85,352 | $1.8M | +$1.5M | 490.7% |
| OCCUDO QUANTITATIVE STRATEGIES LP | 88,650 | +71,598 | $1.6M | +$1.3M | 419.9% |
| Invesco Ltd. | 533,132 | +16,118 | $9.4M | +$1.2M | 3.1% |
| Walleye Capital LLC | 145,747 | +55,340 | $2.6M | +$1.1M | 61.2% |
| DEUTSCHE BANK AG\ | 304,907 | +36,698 | $5.4M | +$1.1M | 13.7% |
| Robeco Institutional Asset Management B.V. | 373,580 | +14,903 | $6.6M | +$893.0K | 4.2% |
| IEQ CAPITAL, LLC | 213,275 | +30,740 | $3.7M | +$861.1K | 16.8% |
| AlphaQuest LLC | 68,474 | +46,394 | $1.2M | +$853.5K | 210.1% |
| Creative Planning | 91,179 | +31,798 | $1.6M | +$662.9K | 53.5% |
| Gotham Asset Management, LLC | 84,537 | +25,730 | $1.5M | +$555.3K | 43.8% |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 55,212 | +28,619 | $969.5K | +$549.4K | 107.6% |
| Corient Private Wealth LLC | 41,424 | +25,261 | $727.4K | +$472.0K | 156.3% |
| Walleye Trading LLC | 38,769 | +25,369 | $680.8K | +$469.1K | 189.3% |
| Swiss National Bank | 214,600 | +5,100 | $3.8M | +$458.3K | 2.4% |
| Squarepoint Ops LLC | 91,600 | +17,600 | $1.6M | +$439.3K | 23.8% |
| EntryPoint Capital, LLC | 32,233 | +21,403 | $566.0K | +$394.9K | 197.6% |
| Counterpoint Mutual Funds LLC | 45,437 | +19,487 | $797.9K | +$387.9K | 75.1% |
| STRS OHIO | 49,600 | +18,500 | $871.0K | +$379.6K | 59.5% |
| OSAIC HOLDINGS, INC. | 25,286 | +15,936 | $444.0K | +$308.8K | 170.4% |
| Mariner, LLC | 57,268 | +13,056 | $1.0M | +$307.5K | 29.5% |
| EXCHANGE TRADED CONCEPTS, LLC | 72,927 | +9,184 | $1.3M | +$273.5K | 14.4% |
| ENVESTNET ASSET MANAGEMENT INC | 142,448 | +750 | $2.5M | +$262.6K | 0.5% |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 105,383 | +4,697 | $1.9M | +$259.7K | 4.7% |
| Cerity Partners LLC | 71,838 | +6,705 | $1.3M | +$232.4K | 10.3% |
| INTECH INVESTMENT MANAGEMENT LLC | 117,718 | +776 | $2.1M | +$219.4K | 0.7% |
| Graham Capital Management, L.P. | 21,429 | +10,778 | $376.3K | +$208.0K | 101.2% |
| State of Wyoming | 14,359 | +10,934 | $252.1K | +$198.0K | 319.2% |
| Illinois Municipal Retirement Fund | 64,120 | +4,209 | $1.1M | +$179.4K | 7.0% |
| GABELLI FUNDS LLC | 25,000 | +8,087 | $439.0K | +$171.8K | 47.8% |
| NEW YORK STATE COMMON RETIREMENT FUND | 38,838 | +5,500 | $682.0K | +$155.3K | 16.5% |
| Quantinno Capital Management LP | 47,878 | +4,269 | $840.7K | +$151.7K | 9.8% |
| PharVision Advisers, LLC | 26,192 | +5,663 | $459.9K | +$135.6K | 27.6% |
| Meridian Wealth Management, LLC | 35,827 | +3,523 | $629.1K | +$118.7K | 10.9% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 55,449 | +780 | $973.7K | +$109.9K | 1.4% |
| PNC Financial Services Group, Inc. | 54,492 | +353 | $956.9K | +$101.5K | 0.7% |
| MERCER GLOBAL ADVISORS INC /ADV | 43,263 | +1,318 | $759.7K | +$97.0K | 3.1% |
| LPL Financial LLC | 18,211 | +3,979 | $319.8K | +$94.9K | 27.9% |
| STATE OF WISCONSIN INVESTMENT BOARD | 43,982 | +724 | $772.3K | +$88.8K | 1.7% |
| BARCLAYS PLC | 236,791 | +69,269 | $2.6M | -$87.1K | 41.3% |
| Tower Research Capital LLC (TRC) | 8,000 | +3,146 | $140.5K | +$63.8K | 64.8% |
| Focus Partners Wealth | 13,290 | +2,554 | $231.6K | +$62.0K | 23.8% |
| QUADRANT CAPITAL GROUP LLC | 6,292 | +3,142 | $110.5K | +$60.7K | 99.7% |
| Police & Firemen's Retirement System of New Jersey | 32,675 | +119 | $573.8K | +$59.4K | 0.4% |
| CAPTRUST FINANCIAL ADVISORS | 23,288 | +1,130 | $408.9K | +$58.8K | 5.1% |
| ProShare Advisors LLC | 23,241 | +1,017 | $408.1K | +$57.0K | 4.6% |
| Versor Investments LP | 15,200 | +1,900 | $266.9K | +$56.8K | 14.3% |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 27,640 | +400 | $485.4K | +$55.0K | 1.5% |
| Merit Financial Group, LLC | 13,952 | +1,503 | $245.0K | +$48.3K | 12.1% |
| Maryland State Retirement & Pension System | 17,727 | +230 | $311.3K | +$34.8K | 1.3% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 2,055 | +1,798 | $36.1K | +$32.0K | 699.6% |
| Pallas Capital Advisors LLC | 16,315 | +80 | $286.5K | +$30.0K | 0.5% |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 13,816 | +275 | $242.6K | +$28.7K | 2.0% |
| GAMMA Investing LLC | 6,832 | +631 | $120.0K | +$22.0K | 10.2% |
| Cornerstone Investment Partners, LLC | 12,285 | +7 | $215.7K | +$21.7K | 0.1% |
| Amundi | 22,335 | +1,371 | $392.2K | +$18.8K | 6.5% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 46,850 | +2,361 | $798.3K | +$17.5K | 5.3% |
| MEEDER ASSET MANAGEMENT INC | 4,382 | +214 | $76.9K | +$11.1K | 5.1% |
| ACADIAN ASSET MANAGEMENT LLC | 616,231 | +556,097 | $10.8K | +$9.9K | 924.8% |
| Farther Finance Advisors, LLC | 3,940 | +181 | $69.2K | +$9.8K | 4.8% |
| Sterling Capital Management LLC | 1,297 | +364 | $22.8K | +$8.0K | 39.0% |
| Smartleaf Asset Management LLC | 2,257 | +152 | $40.0K | +$7.4K | 7.2% |
| Larson Financial Group LLC | 362 | +355 | $6.4K | +$6.2K | 5071.4% |
| HUNTINGTON NATIONAL BANK | 301 | +300 | $5.3K | +$5.3K | 30000.0% |
| SG Americas Securities, LLC | 389,372 | +157,851 | $6.8K | +$3.2K | 68.2% |
| FIFTH THIRD BANCORP | 1,501 | +31 | $26.4K | +$3.1K | 2.1% |
| BESSEMER GROUP INC | 162,231 | +161,912 | $2.8K | +$2.8K | 50756.1% |
| EverSource Wealth Advisors, LLC | 1,487 | +2 | $26.1K | +$2.6K | 0.1% |
| True Wealth Design, LLC | 1,112 | +20 | $19.5K | +$2.3K | 1.8% |
| UMB Bank, n.a. | 690 | +43 | $12.1K | +$1.9K | 6.6% |
| ROTHSCHILD INVESTMENT LLC | 199 | +49 | $3.5K | +$1.1K | 32.7% |
| CIBC Private Wealth Group LLC | 280 | +30 | $4.9K | +$967 | 12.0% |
| Advisors Asset Management, Inc. | 401 | +9 | $7.0K | +$848 | 2.3% |
| FEDERATED HERMES, INC. | 75 | +41 | $1.3K | +$780 | 120.6% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 131,224 | +17,863 | $2.3K | +$513 | 15.8% |
| GSA CAPITAL PARTNERS LLP | 62,983 | +22,778 | $1.1K | +$471 | 56.6% |
| CWM, LLC | 68,490 | +4,314 | $1.2K | +$189 | 6.7% |
| HARBOR CAPITAL ADVISORS, INC. | 35,677 | +6,891 | $626 | +$171 | 23.9% |
| State of Alaska, Department of Revenue | 68,257 | +1,113 | $1.2K | +$137 | 1.6% |
| CENTAURUS FINANCIAL, INC. | 11,357 | +301 | $199 | +$24 | 2.7% |
| HANTZ FINANCIAL SERVICES, INC. | 1,762 | +1,330 | $31 | +$24 | 307.9% |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,687 | +525 | $30 | +$12 | 45.2% |