13F QoQ Ownership Changes
SPXC Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 95 new · 158 added · 212 reduced · 68 exited
New Positions(95)
Added To(158)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| JANE STREET GROUP, LLC | 440,767 | +363,628 | $88.2M | +$73.8M | 471.4% |
| Driehaus Capital Management LLC | 429,764 | +154,388 | $86.0M | +$34.5M | 56.1% |
| D. E. Shaw & Co., Inc. | 170,913 | +169,527 | $34.2M | +$33.9M | 12231.4% |
| FMR LLC | 914,578 | +109,514 | $183.0M | +$32.6M | 13.6% |
| MILLENNIUM MANAGEMENT LLC | 195,598 | +137,693 | $39.1M | +$28.3M | 237.8% |
| GEODE CAPITAL MANAGEMENT, LLC | 1,213,809 | +63,889 | $242.9M | +$28.1M | 5.5% |
| NORGES BANK | 618,418 | +12,868 | $123.7M | +$27.2M | 2.1% |
| Qube Research & Technologies Ltd | 144,210 | +119,339 | $28.9M | +$24.2M | 479.8% |
| NORTHERN TRUST CORP | 603,417 | +72,377 | $120.7M | +$21.5M | 13.6% |
| FIRST TRUST ADVISORS LP | 484,377 | +45,232 | $96.9M | +$14.9M | 10.3% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 78,974 | +68,482 | $15.8M | +$13.8M | 652.7% |
| BANK OF AMERICA CORP /DE/ | 280,543 | +53,683 | $56.1M | +$13.8M | 23.7% |
| Voya Investment Management LLC | 229,516 | +43,157 | $45.9M | +$11.1M | 23.1% |
| TWO SIGMA INVESTMENTS, LP | 58,067 | +55,335 | $11.6M | +$11.1M | 2025.4% |
| EULAV Asset Management | 116,500 | +44,500 | $23.3M | +$9.9M | 61.8% |
| COMERICA BANK | 131,293 | +40,165 | $26.3M | +$9.2M | 44.1% |
| FRANKLIN RESOURCES INC | 388,312 | +19,014 | $77.7M | +$8.7M | 5.1% |
| Trexquant Investment LP | 45,260 | +35,901 | $9.1M | +$7.3M | 383.6% |
| Port Capital LLC | 461,624 | +2,415 | $92.4M | +$6.6M | 0.5% |
| PEAK6 LLC | 58,300 | +30,000 | $11.7M | +$6.4M | 106.0% |
| Bank of New York Mellon Corp | 326,815 | +9,567 | $65.4M | +$6.1M | 3.0% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 337,848 | +7,920 | $67.6M | +$6.0M | 2.4% |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 74,224 | +23,439 | $14.9M | +$5.4M | 46.1% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 48,707 | +24,153 | $9.7M | +$5.2M | 98.4% |
| WELLS FARGO & COMPANY/MN | 92,012 | +20,915 | $18.4M | +$5.1M | 29.4% |
| CITIGROUP INC | 53,859 | +20,983 | $10.8M | +$4.6M | 63.8% |
| PANAGORA ASSET MANAGEMENT INC | 203,280 | +7,361 | $40.7M | +$4.1M | 3.8% |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 38,329 | +15,094 | $7.7M | +$3.3M | 65.0% |
| RHUMBLINE ADVISERS | 142,756 | +6,026 | $28.6M | +$3.0M | 4.4% |
| Brevan Howard Capital Management LP | 16,697 | +14,853 | $3.3M | +$3.0M | 805.5% |
| BLAIR WILLIAM & CO/IL | 156,826 | +4,566 | $31.4M | +$2.9M | 3.0% |
| BARCLAYS PLC | 106,216 | +25,825 | $17.8M | +$2.8M | 32.1% |
| UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC | 103,845 | +7,001 | $20.8M | +$2.7M | 7.2% |
| Engineers Gate Manager LP | 15,221 | +12,796 | $3.0M | +$2.6M | 527.7% |
| Swiss National Bank | 97,418 | +6,900 | $19.5M | +$2.6M | 7.6% |
| FEDERATED HERMES, INC. | 114,642 | +5,251 | $22.9M | +$2.5M | 4.8% |
| New Age Alpha Advisors, LLC | 13,843 | +11,579 | $2.8M | +$2.3M | 511.4% |
| Palisades Investment Partners, LLC | 115,188 | +2,749 | $23.0M | +$2.0M | 2.4% |
| ELEVATION POINT WEALTH PARTNERS, LLC | 15,075 | +13,963 | $2.2M | +$2.0M | 1255.7% |
| SEI INVESTMENTS CO | 101,882 | +3,113 | $20.4M | +$1.9M | 3.1% |
| SEGALL BRYANT & HAMILL, LLC | 35,244 | +7,839 | $7.1M | +$1.9M | 28.6% |
| Ameritas Investment Partners, Inc. | 13,117 | +9,042 | $2.6M | +$1.9M | 221.9% |
| CIM, LLC | 10,124 | +8,568 | $2.0M | +$1.7M | 550.6% |
| Pacer Advisors, Inc. | 10,770 | +8,181 | $2.2M | +$1.7M | 316.0% |
| CREDIT AGRICOLE S A | 23,717 | +6,895 | $4.7M | +$1.6M | 41.0% |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 46,760 | +3,840 | $9.4M | +$1.3M | 8.9% |
| PEREGRINE CAPITAL MANAGEMENT LLC | 95,681 | +255 | $19.1M | +$1.3M | 0.3% |
| California Public Employees Retirement System | 82,854 | +1,097 | $16.6M | +$1.3M | 1.3% |
| Louisiana State Employees Retirement System | 27,600 | +4,900 | $5.5M | +$1.3M | 21.6% |
| State of Tennessee, Department of Treasury | 25,370 | +3,533 | $5.3M | +$1.2M | 16.2% |
| Creative Planning | 31,478 | +3,575 | $6.3M | +$1.1M | 12.8% |
| DEUTSCHE BANK AG\ | 44,036 | +2,387 | $8.8M | +$1.0M | 5.7% |
| Advisors Asset Management, Inc. | 22,685 | +3,299 | $4.5M | +$917.4K | 17.0% |
| CASTLEARK MANAGEMENT LLC | 49,827 | +1,350 | $10.0M | +$913.9K | 2.8% |
| Quantinno Capital Management LP | 7,884 | +4,097 | $1.6M | +$869.9K | 108.2% |
| US BANCORP \DE\ | 10,397 | +3,547 | $2.1M | +$800.6K | 51.8% |
| NEOS Investment Management LLC | 36,616 | +979 | $7.3M | +$669.1K | 2.7% |
| TEMA ETFS LLC | 36,616 | +979 | $7.3M | +$669.1K | 2.7% |
| INCEPTIONR LLC | 5,691 | +2,868 | $1.1M | +$611.3K | 101.6% |
| Squarepoint Ops LLC | 20,480 | +1,561 | $4.1M | +$563.5K | 8.3% |
| M&T Bank Corp | 38,036 | +249 | $7.6M | +$551.5K | 0.7% |
| Skandinaviska Enskilda Banken AB (publ) | 3,104 | +2,500 | $621.0K | +$508.2K | 413.9% |
| YOUSIF CAPITAL MANAGEMENT, LLC | 15,588 | +104 | $3.4M | +$504.5K | 0.7% |
| XPONANCE, INC. | 6,012 | +2,138 | $1.2M | +$479.2K | 55.2% |
| State of Wyoming | 3,340 | +2,316 | $668.2K | +$476.9K | 226.2% |
| PDT Partners, LLC | 3,441 | +2,300 | $688.4K | +$475.3K | 201.6% |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 2,959 | +2,259 | $592.0K | +$461.3K | 322.7% |
| ProShare Advisors LLC | 10,810 | +1,700 | $2.2M | +$461.1K | 18.7% |
| Diversified Trust Co | 16,660 | +1,075 | $3.3M | +$422.0K | 6.9% |
| TD Waterhouse Canada Inc. | 26,506 | +330 | $5.3M | +$420.8K | 1.3% |
| Tower Research Capital LLC (TRC) | 3,070 | +1,994 | $614.2K | +$413.2K | 185.3% |
| Pathstone Holdings, LLC | 13,610 | +1,179 | $2.7M | +$401.0K | 9.5% |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 14,950 | +1,048 | $3.0M | +$394.3K | 7.5% |
| Gotham Asset Management, LLC | 7,615 | +1,509 | $1.5M | +$383.0K | 24.7% |
| LPL Financial LLC | 17,548 | +768 | $3.5M | +$376.5K | 4.6% |
| AMERICAN CENTURY COMPANIES INC | 18,701 | +559 | $3.7M | +$352.8K | 3.1% |
| State of New Jersey Common Pension Fund D | 16,425 | +621 | $3.3M | +$334.1K | 3.9% |
| Pictet Asset Management Holding SA | 7,510 | +1,125 | $1.5M | +$309.9K | 17.6% |
| KLP KAPITALFORVALTNING AS | 10,600 | +800 | $2.1M | +$290.2K | 8.2% |
| QUADRANT CAPITAL GROUP LLC | 9,167 | +863 | $1.8M | +$282.9K | 10.4% |
| GUGGENHEIM CAPITAL LLC | 2,438 | +1,268 | $487.7K | +$269.2K | 108.4% |
| CANADA PENSION PLAN INVESTMENT BOARD | 2,900 | +1,200 | $580.2K | +$262.6K | 70.6% |
| AlphaQuest LLC | 1,648 | +1,274 | $329.7K | +$259.8K | 340.6% |
| STRS OHIO | 10,900 | +600 | $2.2M | +$256.8K | 5.8% |
| Sequoia Financial Advisors, LLC | 4,266 | +820 | $853.5K | +$209.8K | 23.8% |
| Federation des caisses Desjardins du Quebec | 4,970 | +667 | $994.3K | +$190.6K | 15.5% |
| Sterling Capital Management LLC | 10,924 | +198 | $2.2M | +$182.1K | 1.8% |
| BANK OF MONTREAL /CAN/ | 4,632 | +540 | $942.7K | +$178.4K | 13.2% |
| Ethic Inc. | 9,623 | +186 | $1.9M | +$162.5K | 2.0% |
| SIMPLEX TRADING, LLC | 632 | +569 | $126.4K | +$126.4K | 903.2% |
| Allspring Global Investments Holdings, LLC | 1,758 | +480 | $357.3K | +$119.7K | 37.5% |
| Vestmark Advisory Solutions, Inc. | 1,606 | +508 | $321.3K | +$116.2K | 46.3% |
| AdvisorShares Investments LLC | 899 | +544 | $179.9K | +$113.5K | 153.2% |
| JONES FINANCIAL COMPANIES LLLP | 822 | +534 | $164.4K | +$111.8K | 185.4% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 6,007 | +86 | $1.2M | +$95.8K | 1.4% |
| &PARTNERS | 2,504 | +334 | $500.9K | +$95.6K | 15.4% |
| Qsemble Capital Management, LP | 1,713 | +387 | $342.7K | +$95.0K | 29.2% |
| Merit Financial Group, LLC | 1,571 | +346 | $314.3K | +$85.5K | 28.2% |
| SUMMITRY LLC | 1,959 | +314 | $391.9K | +$84.7K | 19.1% |
| COLDSTREAM CAPITAL MANAGEMENT INC | 5,024 | +95 | $1.0M | +$84.5K | 1.9% |
| Brookstone Capital Management | 2,508 | +248 | $501.8K | +$79.6K | 11.0% |
| Clearstead Advisors, LLC | 513 | +383 | $102.6K | +$78.3K | 294.6% |
| AE Wealth Management LLC | 2,286 | +255 | $457.3K | +$78.0K | 12.6% |
| MINDSET WEALTH MANAGEMENT, LLC | 1,530 | +267 | $306.1K | +$70.2K | 21.1% |
| MCF Advisors LLC | 1,471 | +250 | $294.3K | +$66.2K | 20.5% |
| Waverly Advisors, LLC | 4,083 | +55 | $816.8K | +$64.5K | 1.4% |
| Spire Wealth Management | 480 | +304 | $96.1K | +$63.3K | 172.7% |
| Abel Hall, LLC | 1,326 | +238 | $265.3K | +$62.1K | 21.9% |
| NISA INVESTMENT ADVISORS, LLC | 4,408 | +9 | $881.9K | +$60.2K | 0.2% |
| Atria Investments, Inc | 2,973 | +109 | $594.8K | +$59.8K | 3.8% |
| Farther Finance Advisors, LLC | 1,071 | +233 | $214.3K | +$57.7K | 27.8% |
| GAMMA Investing LLC | 1,539 | +158 | $307.9K | +$49.9K | 11.4% |
| Cresset Asset Management, LLC | 1,316 | +127 | $263.3K | +$41.2K | 10.7% |
| FIRST HORIZON CORP | 293 | +184 | $58.6K | +$38.3K | 168.8% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 1,506 | +95 | $301.3K | +$37.7K | 6.7% |
| INTRUST BANK NA | 1,660 | +58 | $332.1K | +$32.9K | 3.6% |
| Baird Financial Group, Inc. | 1,671 | +53 | $334.3K | +$32.1K | 3.3% |
| Optiver Holding B.V. | 309 | +149 | $61.8K | +$31.9K | 93.1% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 1,176,481 | +84,117 | $235.4K | +$31.3K | 7.7% |
| Rockefeller Capital Management L.P. | 557 | +110 | $111.4K | +$27.9K | 24.6% |
| JOURNEY STRATEGIC WEALTH LLC | 1,877 | +2 | $375.5K | +$25.3K | 0.1% |
| CIBC Private Wealth Group LLC | 941 | +62 | $188.3K | +$24.1K | 7.0% |
| BESSEMER GROUP INC | 123,542 | +114,934 | $24.7K | +$23.1K | 1335.2% |
| Smartleaf Asset Management LLC | 876 | +18 | $178.3K | +$20.2K | 2.1% |
| NORDEN GROUP LLC | 1,220 | +16 | $244.1K | +$19.2K | 1.3% |
| Fifth Third Wealth Advisors LLC | 1,371 | +3 | $274.3K | +$18.8K | 0.2% |
| MOODY NATIONAL BANK TRUST DIVISION | 1,138 | +17 | $227.7K | +$18.3K | 1.5% |
| SIGNATUREFD, LLC | 397 | +66 | $79.4K | +$17.6K | 19.9% |
| Lido Advisors, LLC | 3,104 | +50 | $586.3K | +$15.8K | 1.6% |
| Pallas Capital Advisors LLC | 1,083 | +1 | $216.7K | +$14.6K | 0.1% |
| FINANCIAL CONSULATE, INC | 228 | +44 | $45.6K | +$11.2K | 23.9% |
| UMB Bank, n.a. | 325 | +23 | $65.0K | +$8.6K | 7.6% |
| NATIONAL BANK OF CANADA /FI/ | 409 | +12 | $81.8K | +$7.7K | 3.0% |
| Root Financial Partners, LLC | 110 | +23 | $22.0K | +$5.8K | 26.4% |
| Bell Investment Advisors, Inc | 59 | +22 | $11.8K | +$4.9K | 59.5% |
| ALGERT GLOBAL LLC | 46,523 | +19,990 | $9.3K | +$4.4K | 75.3% |
| FARMERS & MERCHANTS INVESTMENTS INC | 50 | +19 | $10.0K | +$4.2K | 61.3% |
| Parallel Advisors, LLC | 226 | +4 | $45.2K | +$3.7K | 1.8% |
| SG Americas Securities, LLC | 22,764 | +16,275 | $4.6K | +$3.3K | 250.8% |
| JFS WEALTH ADVISORS, LLC | 49 | +11 | $9.8K | +$2.7K | 28.9% |
| ROTHSCHILD INVESTMENT LLC | 70 | +5 | $14.0K | +$1.9K | 7.7% |
| SBI Securities Co., Ltd. | 34 | +7 | $6.8K | +$1.8K | 25.9% |
| AMALGAMATED BANK | 20,935 | +6,759 | $4.2K | +$1.5K | 47.7% |
| Parkside Financial Bank & Trust | 33 | +5 | $6.6K | +$1.4K | 17.9% |
| Rossby Financial, LCC | 9 | +6 | $1.8K | +$1.2K | 200.0% |
| Fortitude Family Office, LLC | 17 | +4 | $3.4K | +$973 | 30.8% |
| Handelsbanken Fonder AB | 14,509 | +2,900 | $2.9K | +$735 | 25.0% |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 27,896 | +1,285 | $5.6K | +$610 | 4.8% |
| Physician Wealth Advisors, Inc. | 6 | +2 | $1.2K | +$453 | 50.0% |
| Harvest Fund Management Co., Ltd | 5,035 | +1,992 | $1.0K | +$439 | 65.5% |
| Rialto Wealth Management, LLC | 3 | +1 | $601 | +$227 | 50.0% |
| HARBOUR INVESTMENTS, INC. | 2 | +1 | $400 | +$213 | 100.0% |
| Cambridge Investment Research Advisors, Inc. | 5,255 | +592 | $1.1K | +$180 | 12.7% |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 713 | +216 | $143 | +$50 | 43.5% |
| CWM, LLC | 3,204 | +2 | $641 | +$43 | 0.1% |
| HARBOR CAPITAL ADVISORS, INC. | 2,751 | +24 | $550 | +$41 | 0.9% |
| HAZLETT, BURT & WATSON, INC. | 235 | +85 | $47 | +$19 | 56.7% |
| HANTZ FINANCIAL SERVICES, INC. | 255 | +45 | $51 | +$12 | 21.4% |