13F QoQ Ownership Changes
ST Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 68 new · 150 added · 176 reduced · 70 exited
New Positions(68)
Added To(150)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| PZENA INVESTMENT MANAGEMENT LLC | 3,509,416 | +2,778,918 | $116.8M | +$94.5M | 380.4% |
| AMERICAN CENTURY COMPANIES INC | 3,020,712 | +1,605,236 | $100.6M | +$57.3M | 113.4% |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | 4,313,603 | +961,457 | $143.6M | +$41.2M | 28.7% |
| BlackRock, Inc. | 13,144,411 | +35,639 | $437.6M | +$37.1M | 0.3% |
| JANUS HENDERSON GROUP PLC | 10,289,698 | +230,113 | $342.5M | +$35.2M | 2.3% |
| DIMENSIONAL FUND ADVISORS LP | 7,266,103 | +242,865 | $241.9M | +$27.3M | 3.5% |
| Point72 Asset Management, L.P. | 1,188,639 | +558,527 | $39.6M | +$20.3M | 88.6% |
| Woodline Partners LP | 5,040,717 | +64,972 | $167.8M | +$15.8M | 1.3% |
| CITADEL ADVISORS LLC | 1,278,317 | +372,958 | $42.6M | +$14.9M | 41.2% |
| Allianz Asset Management GmbH | 1,454,656 | +348,793 | $48.4M | +$14.6M | 31.5% |
| Robeco Institutional Asset Management B.V. | 424,445 | +367,325 | $14.1M | +$12.4M | 643.1% |
| Quantinno Capital Management LP | 1,651,417 | +224,479 | $55.0M | +$11.4M | 15.7% |
| Jain Global LLC | 398,309 | +270,843 | $13.3M | +$9.4M | 212.5% |
| SEI INVESTMENTS CO | 1,632,369 | +138,973 | $54.3M | +$8.7M | 9.3% |
| GEODE CAPITAL MANAGEMENT, LLC | 2,693,488 | +33,051 | $89.7M | +$8.4M | 1.2% |
| MACKENZIE FINANCIAL CORP | 1,235,181 | +164,205 | $40.7M | +$8.0M | 15.3% |
| PRUDENTIAL FINANCIAL INC | 516,001 | +201,385 | $17.2M | +$7.6M | 64.0% |
| UBS Group AG | 1,140,779 | +139,677 | $38.0M | +$7.4M | 13.9% |
| Analog Century Management LP | 1,284,898 | +84,262 | $42.8M | +$6.1M | 7.0% |
| VICTORY CAPITAL MANAGEMENT INC | 1,719,214 | +29,382 | $57.2M | +$5.6M | 1.7% |
| Strategic Global Advisors, LLC | 298,367 | +143,227 | $9.9M | +$5.2M | 92.3% |
| AQR CAPITAL MANAGEMENT LLC | 855,953 | +96,021 | $28.2M | +$5.0M | 12.6% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1,605,515 | +10,848 | $53.4M | +$4.7M | 0.7% |
| Invenomic Capital Management LP | 1,217,415 | +45,160 | $40.5M | +$4.7M | 3.9% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 401,368 | +118,036 | $13.3M | +$4.7M | 41.6% |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | 400,459 | +90,451 | $13.3M | +$3.9M | 29.2% |
| Gotham Asset Management, LLC | 846,819 | +42,704 | $28.2M | +$3.6M | 5.3% |
| FIL Ltd | 881,390 | +27,145 | $29.3M | +$3.2M | 3.2% |
| HEARTLAND ADVISORS INC | 204,500 | +76,525 | $6.8M | +$2.9M | 59.8% |
| ALLIANCEBERNSTEIN L.P. | 543,739 | +45,396 | $18.1M | +$2.9M | 9.1% |
| Invesco Ltd. | 349,544 | +49,498 | $11.6M | +$2.5M | 16.5% |
| Nuveen, LLC | 288,310 | +50,606 | $9.6M | +$2.3M | 21.3% |
| Magnetar Financial LLC | 108,536 | +62,184 | $3.6M | +$2.2M | 134.2% |
| SEIZERT CAPITAL PARTNERS, LLC | 121,530 | +60,478 | $4.0M | +$2.2M | 99.0% |
| CAPITAL MANAGEMENT CORP /VA | 584,110 | +17,559 | $19.4M | +$2.1M | 3.1% |
| IEQ CAPITAL, LLC | 146,861 | +55,521 | $4.9M | +$2.1M | 60.8% |
| Bridgewater Associates, LP | 349,531 | +31,269 | $11.6M | +$1.9M | 9.8% |
| XTX Topco Ltd | 64,460 | +51,683 | $2.1M | +$1.8M | 404.5% |
| Focus Partners Wealth | 57,424 | +49,229 | $1.9M | +$1.7M | 600.7% |
| Crossmark Global Holdings, Inc. | 126,368 | +40,821 | $4.2M | +$1.6M | 47.7% |
| RBF Capital, LLC | 80,000 | +40,000 | $2.7M | +$1.4M | 100.0% |
| LOOMIS SAYLES & CO L P | 349,457 | +13,054 | $11.6M | +$1.4M | 3.9% |
| UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC | 440,437 | +1,183 | $14.7M | +$1.2M | 0.3% |
| FRANKLIN RESOURCES INC | 152,243 | +24,700 | $5.1M | +$1.2M | 19.4% |
| NORDEA INVESTMENT MANAGEMENT AB | 351,240 | +12,812 | $11.4M | +$1.2M | 3.8% |
| BNP PARIBAS FINANCIAL MARKETS | 46,944 | +32,994 | $1.6M | +$1.1M | 236.5% |
| Guinness Asset Management LTD | 277,415 | +10,855 | $9.2M | +$1.1M | 4.1% |
| COMMONWEALTH EQUITY SERVICES, LLC | 32,115 | +196 | $1.1M | +$1.1M | 0.6% |
| OPPENHEIMER ASSET MANAGEMENT INC. | 142,079 | +21,166 | $4.7M | +$1.0M | 17.5% |
| Convergence Investment Partners, LLC | 40,440 | +28,786 | $1.3M | +$990.2K | 247.0% |
| AMERIPRISE FINANCIAL INC | 218,295 | +9,448 | $7.3M | +$894.4K | 4.5% |
| Swiss National Bank | 287,100 | +3,500 | $9.6M | +$893.6K | 1.2% |
| Corient Private Wealth LLC | 75,930 | +59,921 | $1.4M | +$875.3K | 374.3% |
| Sterling Capital Management LLC | 63,660 | +22,487 | $2.1M | +$861.4K | 54.6% |
| California Public Employees Retirement System | 271,540 | +1,410 | $9.0M | +$787.1K | 0.5% |
| DARK FOREST CAPITAL MANAGEMENT LP | 62,347 | +16,943 | $2.1M | +$688.4K | 37.3% |
| TWO SIGMA ADVISERS, LP | 26,700 | +17,700 | $888.8K | +$613.9K | 196.7% |
| FIRST CITIZENS BANK & TRUST CO | 47,700 | +14,887 | $1.6M | +$585.5K | 45.4% |
| Sound Income Strategies, LLC | 103,060 | +6,317 | $3.6M | +$567.8K | 6.5% |
| JANE STREET GROUP, LLC | 106,000 | +8,600 | $3.5M | +$553.2K | 8.8% |
| Caprock Group, LLC | 63,267 | +15,132 | $2.1M | +$539.8K | 31.4% |
| Envestnet Portfolio Solutions, Inc. | 50,345 | +12,272 | $1.7M | +$512.9K | 32.2% |
| CITIGROUP INC | 58,426 | +10,878 | $1.9M | +$492.4K | 22.9% |
| NEW YORK STATE COMMON RETIREMENT FUND | 73,683 | +9,000 | $2.5M | +$476.8K | 13.9% |
| Amundi | 199,945 | +800 | $6.7M | +$472.7K | 0.4% |
| VAN DEN BERG MANAGEMENT I, INC | 127,965 | +3,417 | $4.3M | +$455.0K | 2.7% |
| WEDGE CAPITAL MANAGEMENT L L P/NC | 136,288 | +2,375 | $4.5M | +$446.0K | 1.8% |
| Mitsubishi UFJ Trust & Banking Corp | 50,410 | +9,478 | $1.7M | +$427.7K | 23.1% |
| Mubadala Investment Co PJSC | 88,149 | +5,959 | $2.9M | +$423.6K | 7.3% |
| State of New Jersey Common Pension Fund D | 74,787 | +6,590 | $2.5M | +$406.2K | 9.7% |
| Freestone Grove Partners LP | 21,496 | +11,068 | $715.6K | +$397.0K | 106.1% |
| Krane Funds Advisors LLC | 60,640 | +8,410 | $2.0M | +$396.4K | 16.1% |
| Advyzon Investment Management, LLC | 17,791 | +11,019 | $592.3K | +$385.4K | 162.7% |
| MERCER GLOBAL ADVISORS INC /ADV | 28,172 | +9,771 | $937.8K | +$375.7K | 53.1% |
| BARCLAYS PLC | 164,952 | +14,125 | $5.0M | +$358.9K | 9.4% |
| DEUTSCHE BANK AG\ | 81,872 | +4,360 | $2.7M | +$357.5K | 5.6% |
| Creative Planning | 32,473 | +7,626 | $1.1M | +$321.9K | 30.7% |
| Cullen Capital Management, LLC | 30,125 | +6,413 | $1.0M | +$278.5K | 27.0% |
| Walleye Trading LLC | 56,200 | +4,000 | $1.9M | +$276.2K | 7.7% |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 91,550 | +750 | $3.0M | +$273.8K | 0.8% |
| Kera Capital Partners, Inc. | 17,057 | +6,332 | $590.0K | +$262.4K | 59.0% |
| Oliver Luxxe Assets LLC | 87,380 | +258 | $2.9M | +$247.3K | 0.3% |
| Voya Investment Management LLC | 66,355 | +2,093 | $2.2M | +$245.8K | 3.3% |
| SYON CAPITAL LLC | 38,966 | +4,029 | $1.3M | +$229.9K | 11.5% |
| MML INVESTORS SERVICES, LLC | 49,756 | +1,290 | $1.7M | +$175.7K | 2.7% |
| Guinness Atkinson Asset Management Inc | 25,146 | +2,806 | $834.6K | +$155.5K | 12.6% |
| CANADA PENSION PLAN INVESTMENT BOARD | 6,200 | +4,400 | $206.4K | +$151.4K | 244.4% |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 41,732 | +1,156 | $1.4M | +$149.7K | 2.8% |
| State of Wyoming | 15,117 | +3,533 | $503.2K | +$149.4K | 30.5% |
| Sequoia Financial Advisors, LLC | 13,423 | +3,053 | $446.9K | +$130.0K | 29.4% |
| Allspring Global Investments Holdings, LLC | 28,309 | +61 | $987.7K | +$123.3K | 0.2% |
| GUGGENHEIM CAPITAL LLC | 23,568 | +1,653 | $784.6K | +$115.1K | 7.5% |
| Pictet Asset Management Holding SA | 22,026 | +1,654 | $733.2K | +$110.9K | 8.1% |
| CIBC WORLD MARKET INC. | 30,846 | +201 | $1.0M | +$90.7K | 0.7% |
| Rockefeller Capital Management L.P. | 4,518 | +2,504 | $150.4K | +$88.9K | 124.3% |
| Inscription Capital, LLC | 27,946 | +393 | $930.3K | +$88.6K | 1.4% |
| CERTUITY, LLC | 10,848 | +1,666 | $361.1K | +$80.6K | 18.1% |
| GREENWOOD CAPITAL ASSOCIATES LLC | 11,820 | +1,565 | $393.5K | +$80.2K | 15.3% |
| PNC Financial Services Group, Inc. | 10,935 | +1,597 | $364.0K | +$78.8K | 17.1% |
| NorthCrest Asset Manangement, LLC | 8,051 | +959 | $283.5K | +$67.0K | 13.5% |
| Legacy Wealth Asset Management, LLC | 15,622 | +710 | $520.1K | +$64.5K | 4.8% |
| HighTower Advisors, LLC | 8,474 | +1,300 | $282.1K | +$62.9K | 18.1% |
| CAPTRUST FINANCIAL ADVISORS | 13,051 | +848 | $434.5K | +$61.7K | 6.9% |
| HUB Investment Partners, LLC | 11,010 | +959 | $366.5K | +$59.5K | 9.5% |
| Baker Avenue Asset Management, LP | 13,106 | +676 | $436.3K | +$56.6K | 5.4% |
| Clearstead Advisors, LLC | 2,463 | +1,580 | $82.0K | +$55.0K | 178.9% |
| Atria Investments, Inc | 8,919 | +913 | $296.9K | +$52.3K | 11.4% |
| Versant Capital Management, Inc | 9,720 | +788 | $323.6K | +$50.7K | 8.8% |
| Empowered Funds, LLC | 14,239 | +114 | $474.0K | +$42.5K | 0.8% |
| Farther Finance Advisors, LLC | 2,106 | +1,164 | $70.1K | +$41.3K | 123.6% |
| Larson Financial Group LLC | 1,446 | +1,005 | $48.1K | +$34.7K | 227.9% |
| Global Retirement Partners, LLC | 1,784 | +965 | $59.4K | +$34.4K | 117.8% |
| JONES FINANCIAL COMPANIES LLLP | 5,593 | +550 | $186.2K | +$33.9K | 10.9% |
| QUADRANT CAPITAL GROUP LLC | 11,067 | +86 | $368.4K | +$33.0K | 0.8% |
| EverSource Wealth Advisors, LLC | 1,476 | +689 | $49.1K | +$25.1K | 87.5% |
| CIBC Private Wealth Group LLC | 832 | +728 | $27.7K | +$24.5K | 700.0% |
| MAI Capital Management | 668 | +524 | $22.2K | +$17.8K | 363.9% |
| Parallel Advisors, LLC | 1,072 | +413 | $35.7K | +$15.6K | 62.7% |
| ASSETMARK, INC | 4,557 | +75 | $151.7K | +$14.8K | 1.7% |
| Global X Japan Co., Ltd. | 620 | +384 | $20.6K | +$13.4K | 162.7% |
| UMB Bank, n.a. | 1,678 | +286 | $55.9K | +$13.3K | 20.5% |
| STRS OHIO | 3,474 | +6 | $115.6K | +$9.7K | 0.2% |
| Handelsbanken Fonder AB | 487,232 | +258,997 | $16.2K | +$9.2K | 113.5% |
| PRIVATE TRUST CO NA | 639 | +231 | $21.3K | +$8.8K | 56.6% |
| True Wealth Design, LLC | 1,253 | +118 | $41.7K | +$7.0K | 10.4% |
| Root Financial Partners, LLC | 562 | +135 | $18.7K | +$5.7K | 31.6% |
| Clearstead Trust, LLC | 377 | +118 | $12.6K | +$4.6K | 45.5% |
| SBI Securities Co., Ltd. | 398 | +110 | $13.2K | +$4.5K | 38.2% |
| TD Waterhouse Canada Inc. | 150 | +131 | $5.0K | +$4.4K | 689.5% |
| Cornerstone Planning Group LLC | 116 | +111 | $4.0K | +$3.6K | 2220.0% |
| ROTHSCHILD INVESTMENT LLC | 115 | +101 | $3.8K | +$3.4K | 721.4% |
| BESSEMER GROUP INC | 90,471 | +81,287 | $3.0K | +$2.7K | 885.1% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 547 | +39 | $18.2K | +$2.7K | 7.7% |
| JFS WEALTH ADVISORS, LLC | 116 | +45 | $3.9K | +$1.7K | 63.4% |
| SIGNATUREFD, LLC | 324 | +15 | $10.8K | +$1.3K | 4.8% |
| Bell Investment Advisors, Inc | 125 | +17 | $4.2K | +$862 | 15.7% |
| Bruce G. Allen Investments, LLC | 164 | +3 | $5.5K | +$541 | 1.9% |
| Archer Investment Corp | 26 | +10 | $866 | +$377 | 62.5% |
| NISA INVESTMENT ADVISORS, LLC | 106 | +1 | $3.5K | +$321 | 0.9% |
| Transamerica Financial Advisors, LLC | 13 | +8 | $433 | +$280 | 160.0% |
| Rialto Wealth Management, LLC | 66 | +3 | $2.2K | +$273 | 4.8% |
| Bay Harbor Wealth Management, LLC | 15 | +6 | $499 | +$225 | 66.7% |
| DiNuzzo Private Wealth, Inc. | 26 | +6 | $866 | +$215 | 30.0% |
| ACADIAN ASSET MANAGEMENT LLC | 25,613 | +4,318 | $851 | +$201 | 20.3% |
| AMALGAMATED BANK | 66,607 | +147 | $2.2K | +$187 | 0.2% |
| CWM, LLC | 9,526 | +4,142 | $317 | +$153 | 76.9% |
| Daiwa Securities Group Inc. | 36,461 | +1,515 | $1.2K | +$146 | 4.3% |
| Activest Wealth Management | 28 | +2 | $932 | +$138 | 7.7% |
| Covestor Ltd | 5,622 | +1,334 | $187 | +$56 | 31.1% |
| HANTZ FINANCIAL SERVICES, INC. | 3,504 | +1,393 | $117 | +$53 | 66.0% |