13F QoQ Ownership Changes
STEP Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 44 new · 106 added · 112 reduced · 34 exited
New Positions(44)
Added To(106)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| VANGUARD GROUP INC | 8,449,878 | +728,410 | $542.2M | +$37.9M | 9.4% |
| Holocene Advisors, LP | 549,229 | +529,327 | $35.2M | +$33.9M | 2659.7% |
| MILLENNIUM MANAGEMENT LLC | 4,456,150 | +561,176 | $286.0M | +$31.6M | 14.4% |
| WELLINGTON MANAGEMENT GROUP LLP | 6,227,753 | +504,680 | $399.6M | +$25.9M | 8.8% |
| MORGAN STANLEY | 793,149 | +248,931 | $50.9M | +$15.4M | 45.7% |
| Balyasny Asset Management LLC | 617,247 | +233,759 | $39.6M | +$14.6M | 61.0% |
| BlackRock, Inc. | 10,625,314 | +353,636 | $681.8M | +$11.0M | 3.4% |
| Schonfeld Strategic Advisors LLC | 184,261 | +139,235 | $11.8M | +$8.9M | 309.2% |
| BAMCO INC /NY/ | 730,557 | +132,267 | $46.9M | +$7.8M | 22.1% |
| UBS ASSET MANAGEMENT AMERICAS INC | 112,671 | +112,633 | $7.2M | +$7.2M | 296402.6% |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 370,239 | +74,745 | $23.8M | +$4.5M | 25.3% |
| BARCLAYS PLC | 195,855 | +84,843 | $10.9M | +$3.6M | 76.4% |
| Rockefeller Capital Management L.P. | 258,448 | +51,125 | $16.6M | +$3.0M | 24.6% |
| Toroso Investments, LLC | 231,560 | +46,395 | $14.9M | +$2.8M | 25.1% |
| Capital World Investors | 3,056,795 | +94,819 | $196.2M | +$2.7M | 3.2% |
| LPL Financial LLC | 58,069 | +41,563 | $3.7M | +$2.6M | 251.8% |
| AMERIPRISE FINANCIAL INC | 803,494 | +53,653 | $51.6M | +$2.6M | 7.2% |
| CITADEL ADVISORS LLC | 1,604,058 | +64,638 | $102.9M | +$2.4M | 4.2% |
| RAYMOND JAMES FINANCIAL INC | 801,580 | +47,213 | $51.6M | +$2.3M | 6.3% |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 670,192 | +46,273 | $43.0M | +$2.3M | 7.4% |
| FIRST TRUST ADVISORS LP | 107,411 | +36,191 | $6.9M | +$2.2M | 50.8% |
| WELLS FARGO & COMPANY/MN | 272,895 | +38,016 | $17.5M | +$2.2M | 16.2% |
| FRED ALGER MANAGEMENT, LLC | 906,072 | +45,667 | $58.1M | +$1.9M | 5.3% |
| GEODE CAPITAL MANAGEMENT, LLC | 1,776,677 | +52,713 | $114.0M | +$1.4M | 3.0% |
| Prana Capital Management, LP | 130,221 | +19,120 | $8.4M | +$1.1M | 17.2% |
| FRANKLIN RESOURCES INC | 1,182,791 | +8,111 | $75.9M | -$818.7K | 0.7% |
| VICTORY CAPITAL MANAGEMENT INC | 215,928 | +12,055 | $13.9M | +$541.2K | 5.9% |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 69,065 | +8,881 | $4.4M | +$501.3K | 14.8% |
| SEGALL BRYANT & HAMILL, LLC | 269,571 | +12,181 | $17.3M | +$488.2K | 4.7% |
| XTX Topco Ltd | 14,318 | +7,645 | $918.8K | +$483.0K | 114.6% |
| Quantinno Capital Management LP | 16,172 | +6,953 | $1.0M | +$435.7K | 75.4% |
| Neuberger Berman Group LLC | 404,667 | +13,382 | $26.0M | +$412.7K | 3.4% |
| WESTFIELD CAPITAL MANAGEMENT CO LP | 786,501 | +7,773 | $50.5M | -$389.0K | 1.0% |
| Nuveen, LLC | 298,880 | +265 | $19.2M | -$323.4K | 0.1% |
| Creative Planning | 50,148 | +5,720 | $3.2M | +$316.4K | 12.9% |
| DEUTSCHE BANK AG\ | 57,481 | +5,432 | $3.7M | +$289.2K | 10.4% |
| STATE OF WISCONSIN INVESTMENT BOARD | 189,537 | +7,660 | $12.2M | +$284.2K | 4.2% |
| NATIONAL BANK OF CANADA /FI/ | 76,715 | +5,552 | $4.9M | +$267.8K | 7.8% |
| BLAIR WILLIAM & CO/IL | 20,042 | +4,070 | $1.3M | +$243.0K | 25.5% |
| Brevan Howard Capital Management LP | 7,433 | +3,687 | $477.0K | +$232.3K | 98.4% |
| Farther Finance Advisors, LLC | 3,585 | +2,949 | $230.0K | +$188.5K | 463.7% |
| BNP PARIBAS ARBITRAGE, SNC | 22,655 | +3,038 | $1.5M | +$172.6K | 15.5% |
| US BANCORP \DE\ | 2,724 | +2,515 | $174.8K | +$161.1K | 1203.3% |
| TRUIST FINANCIAL CORP | 13,777 | +2,692 | $884.1K | +$160.1K | 24.3% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 674,906 | +14,019 | $43.3M | +$146.2K | 2.1% |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 29,379 | +2,516 | $1.9M | +$130.8K | 9.4% |
| AQR CAPITAL MANAGEMENT LLC | 20,255 | +1,707 | $1.3M | +$88.4K | 9.2% |
| NEW YORK STATE COMMON RETIREMENT FUND | 22,554 | +1,600 | $1.4M | +$78.8K | 7.6% |
| Clearstead Advisors, LLC | 1,683 | +1,102 | $108.0K | +$70.1K | 189.7% |
| Federation des caisses Desjardins du Quebec | 5,457 | +992 | $350.2K | +$58.6K | 22.2% |
| CI Private Wealth, LLC | 7,649 | +976 | $491.0K | +$55.2K | 14.6% |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 17,402 | +1,135 | $1.1M | +$54.3K | 7.0% |
| Engle Capital Management, L.P. | 130,000 | +3,000 | $8.3M | +$47.7K | 2.4% |
| Pictet Asset Management Holding SA | 10,410 | +827 | $668.0K | +$42.1K | 8.6% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 5,102,666 | +724,201 | $327.4K | +$41.5K | 16.5% |
| HighTower Advisors, LLC | 44,573 | +1,346 | $2.9M | +$37.3K | 3.1% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 32,430 | +4 | $2.1M | -$36.7K | 0.0% |
| Louisiana State Employees Retirement System | 33,300 | +100 | $2.1M | -$31.4K | 0.3% |
| KEYBANK NATIONAL ASSOCIATION/OH | 5,897 | +561 | $378.4K | +$29.9K | 10.5% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 4,137 | +446 | $265.5K | +$24.4K | 12.1% |
| EverSource Wealth Advisors, LLC | 2,790 | +347 | $179.1K | +$19.5K | 14.2% |
| MOODY NATIONAL BANK TRUST DIVISION | 21,396 | +86 | $1.4M | -$18.8K | 0.4% |
| Spire Wealth Management | 800 | +300 | $51.3K | +$18.7K | 60.0% |
| QUADRANT CAPITAL GROUP LLC | 1,423 | +303 | $91.3K | +$18.2K | 27.1% |
| Sterling Capital Management LLC | 452 | +283 | $29.0K | +$18.0K | 167.4% |
| Salomon & Ludwin, LLC | 414 | +212 | $28.5K | +$13.2K | 105.0% |
| FIFTH THIRD BANCORP | 544 | +201 | $34.9K | +$12.5K | 58.6% |
| PNC Financial Services Group, Inc. | 6,899 | +297 | $442.7K | +$11.5K | 4.5% |
| ProShare Advisors LLC | 13,604 | +413 | $873.0K | +$11.5K | 3.1% |
| CIBC WORLD MARKET INC. | 14,535 | +84 | $932.7K | -$11.1K | 0.6% |
| Pathstone Holdings, LLC | 48,777 | +1,008 | $3.1M | +$10.2K | 2.1% |
| Hudson Bay Capital Management LP | 159,794 | +2,939 | $10.3M | +$9.8K | 1.9% |
| Maryland State Retirement & Pension System | 10,716 | +327 | $687.6K | +$9.1K | 3.1% |
| GAMMA Investing LLC | 1,413 | +164 | $90.7K | +$9.1K | 13.1% |
| JONES FINANCIAL COMPANIES LLLP | 227 | +141 | $14.6K | +$8.9K | 163.9% |
| Smith Group Asset Management, LLC | 11,745 | +326 | $753.7K | +$7.9K | 2.9% |
| Larson Financial Group LLC | 451 | +119 | $28.9K | +$7.3K | 35.8% |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 16,695 | +400 | $1.1M | +$7.1K | 2.5% |
| UMB Bank, n.a. | 382 | +115 | $24.5K | +$7.1K | 43.1% |
| Smartleaf Asset Management LLC | 247 | +113 | $16.0K | +$7.0K | 84.3% |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 8,320 | +225 | $533.9K | +$5.2K | 2.8% |
| NISA INVESTMENT ADVISORS, LLC | 1,013 | +97 | $65.0K | +$5.2K | 10.6% |
| BANK OF MONTREAL /CAN/ | 4,886 | +11 | $313.5K | -$4.9K | 0.2% |
| XPONANCE, INC. | 5,527 | +41 | $354.7K | -$3.6K | 0.7% |
| SIGNATUREFD, LLC | 482 | +53 | $30.9K | +$2.9K | 12.3% |
| SouthState Corp | 50 | +39 | $3.2K | +$2.5K | 354.5% |
| Swiss National Bank | 139,500 | +2,400 | $9.0M | -$2.3K | 1.8% |
| Bare Financial Services, Inc | 171 | +26 | $11.0K | +$1.5K | 17.9% |
| Police & Firemen's Retirement System of New Jersey | 19,070 | +354 | $1.2M | +$1.4K | 1.9% |
| Parallel Advisors, LLC | 186 | +19 | $11.9K | +$1.0K | 11.4% |
| VAN ECK ASSOCIATES CORP | 47,791 | +14,805 | $3.1K | +$913 | 44.9% |
| State of Alaska, Department of Revenue | 47,036 | +10,673 | $3.0K | +$644 | 29.4% |
| Handelsbanken Fonder AB | 23,528 | +10,200 | $1.5K | +$640 | 76.5% |
| Cetera Investment Advisers | 9,689 | +161 | $621.7K | -$576 | 1.7% |
| UMA Financial Services, Inc. | 17 | +6 | $1.1K | +$372 | 54.5% |
| NATIXIS ADVISORS, L.P. | 45,652 | +5,843 | $2.9K | +$329 | 14.7% |
| HARBOR CAPITAL ADVISORS, INC. | 42,031 | +2,468 | $2.7K | +$113 | 6.2% |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 57,005 | +2,444 | $3.7K | +$95 | 4.5% |
| Parkside Financial Bank & Trust | 43 | +1 | $2.8K | +$16 | 2.4% |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 780 | +250 | $50 | +$15 | 47.2% |
| AMALGAMATED BANK | 20,920 | +165 | $1.3K | -$14 | 0.8% |
| BESSEMER GROUP INC | 365 | +186 | $24 | +$12 | 103.9% |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 15,500 | +100 | $995 | -$11 | 0.6% |
| HANTZ FINANCIAL SERVICES, INC. | 289 | +133 | $19 | +$9 | 85.3% |
| Covestor Ltd | 41 | +38 | $3 | +$3 | 1266.7% |
| CWM, LLC | 1,913 | +53 | $123 | +$2 | 2.8% |