13F QoQ Ownership Changes
SVM Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 44 new · 56 added · 67 reduced · 29 exited
New Positions(44)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| BAILLIE GIFFORD & CO | 4,221,271 | +4,221,271 | $35.2M | +$35.2M | — |
| Man Group plc | 872,179 | +872,179 | $7.3M | +$7.3M | — |
| Balyasny Asset Management L.P. | 353,243 | +353,243 | $3.0M | +$3.0M | — |
| SUSQUEHANNA ADVISORS GROUP, INC. | 326,100 | +326,100 | $2.7M | +$2.7M | — |
| Sava Infond d.o.o. | 325,000 | +325,000 | $2.7M | +$2.7M | — |
| Auxano Advisors, LLC | 280,000 | +280,000 | $2.3M | +$2.3M | — |
| LOM Asset Management Ltd | 157,000 | +157,000 | $1.8M | +$1.8M | — |
| CIBC Asset Management Inc | 201,531 | +201,531 | $1.7M | +$1.7M | — |
| Engineers Gate Manager LP | 172,909 | +172,909 | $1.4M | +$1.4M | — |
| CREDIT AGRICOLE S A | 154,443 | +154,443 | $1.3M | +$1.3M | — |
| NATIONAL BANK OF CANADA /FI/ | 138,407 | +138,407 | $1.2M | +$1.2M | — |
| Verition Fund Management LLC | 130,490 | +130,490 | $1.1M | +$1.1M | — |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 116,116 | +116,116 | $971.2K | +$971.2K | — |
| DLD Asset Management, LP | 100,000 | +100,000 | $834.5K | +$834.5K | — |
| OXFORD ASSET MANAGEMENT LLP | 85,148 | +85,148 | $710.1K | +$710.1K | — |
| DGS Capital Management, LLC | 88,152 | +88,152 | $519.7K | +$519.7K | — |
| Pine Valley Investments Ltd Liability Co | 106,650 | +106,650 | $505.0K | +$505.0K | — |
| Squarepoint Ops LLC | 39,009 | +39,009 | $325.3K | +$325.3K | — |
| BOOTHBAY FUND MANAGEMENT, LLC | 36,765 | +36,765 | $306.6K | +$306.6K | — |
| IMC-Chicago, LLC | 35,449 | +35,449 | $295.6K | +$295.6K | — |
| ZAZOVE ASSOCIATES LLC | 34,500 | +34,500 | $287.7K | +$287.7K | — |
| Themes Management Co LLC | 29,281 | +29,281 | $244.9K | +$244.9K | — |
| Leonteq Securities AG | 63,382 | +63,382 | $235.3K | +$235.3K | — |
| Investment Management Corp of Ontario | 26,800 | +26,800 | $223.5K | +$223.5K | — |
| PharVision Advisers, LLC | 23,925 | +23,925 | $199.5K | +$199.5K | — |
| Olympiad Research LP | 22,676 | +22,676 | $189.1K | +$189.1K | — |
| PRELUDE CAPITAL MANAGEMENT, LLC | 22,676 | +22,676 | $189.1K | +$189.1K | — |
| Jain Global LLC | 21,642 | +21,642 | $180.5K | +$180.5K | — |
| Focus Partners Advisor Solutions, LLC | 13,206 | +13,206 | $110.1K | +$110.1K | — |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 12,700 | +12,700 | $106.2K | +$106.2K | — |
| Brady Martz Wealth Solutions, LLC | 11,396 | +11,396 | $95.0K | +$95.0K | — |
| Garden State Investment Advisory Services LLC | 11,218 | +11,218 | $93.6K | +$93.6K | — |
| Kestra Advisory Services, LLC | 10,799 | +10,799 | $90.1K | +$90.1K | — |
| Caitong International Asset Management Co., Ltd | 2,824 | +2,824 | $23.6K | +$23.6K | — |
| Clearstead Advisors, LLC | 2,000 | +2,000 | $16.7K | +$16.7K | — |
| Allworth Financial LP | 1,073 | +1,073 | $8.9K | +$8.9K | — |
| JONES FINANCIAL COMPANIES LLLP | 191 | +191 | $1.6K | +$1.6K | — |
| IFP Advisors, Inc | 100 | +100 | $632 | +$632 | — |
| HRT FINANCIAL LP | 44,654 | +44,654 | $372 | +$372 | — |
| ALGERT GLOBAL LLC | 23,875 | +23,875 | $200 | +$200 | — |
| Employees Retirement System of Texas | 7,310 | +7,310 | $61 | +$61 | — |
| Morton Brown Family Wealth, LLC | 7 | +7 | $58 | +$58 | — |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 5 | +5 | $42 | +$42 | — |
| Motiv8 Investments LLC | 300 | +300 | $3 | +$3 | — |
Added To(56)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 9,243,477 | +6,511,389 | $77.2M | +$60.0M | 238.3% |
| BlackRock, Inc. | 5,565,875 | +3,627,127 | $46.4M | +$34.2M | 187.1% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 10,212,748 | +1,074,390 | $85.5M | +$27.9M | 11.8% |
| MORGAN STANLEY | 4,692,989 | +2,044,053 | $39.1M | +$22.4M | 77.2% |
| ALPS ADVISORS INC | 3,767,118 | +1,214,356 | $31.4M | +$15.3M | 47.6% |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 2,863,819 | +1,445,799 | $23.9M | +$14.9M | 102.0% |
| TWO SIGMA INVESTMENTS, LP | 1,867,147 | +1,720,682 | $15.6M | +$14.6M | 1174.8% |
| TWO SIGMA ADVISERS, LP | 3,322,900 | +667,000 | $27.7M | +$10.9M | 25.1% |
| Connor, Clark & Lunn Investment Management Ltd. | 3,483,113 | +81,696 | $29.1M | +$7.7M | 2.4% |
| BNP PARIBAS FINANCIAL MARKETS | 1,711,412 | +621,899 | $14.3M | +$7.4M | 57.1% |
| BANK OF MONTREAL /CAN/ | 657,108 | +646,821 | $5.5M | +$5.4M | 6287.8% |
| PDT Partners, LLC | 666,129 | +596,713 | $5.6M | +$5.1M | 859.6% |
| BANK OF AMERICA CORP /DE/ | 777,166 | +466,140 | $6.5M | +$4.5M | 149.9% |
| TD Asset Management Inc | 680,782 | +415,918 | $5.7M | +$4.0M | 157.0% |
| Quantbot Technologies LP | 674,460 | +239,678 | $5.6M | +$2.9M | 55.1% |
| Orion Resource Partners LP | 359,004 | +254,667 | $3.0M | +$2.3M | 244.1% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 222,210 | +199,710 | $1.9M | +$1.7M | 887.6% |
| MACKENZIE FINANCIAL CORP | 231,751 | +109,041 | $2.0M | +$1.2M | 88.9% |
| Pictet Asset Management Holding SA | 146,793 | +114,128 | $1.2M | +$1.0M | 349.4% |
| Swiss National Bank | 433,000 | +14,700 | $3.6M | +$988.9K | 3.5% |
| TORONTO DOMINION BANK | 148,098 | +105,920 | $1.2M | +$972.7K | 251.1% |
| SIG North Trading, ULC | 331,439 | +34,900 | $2.8M | +$890.1K | 11.8% |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 209,140 | +54,154 | $1.8M | +$773.3K | 34.9% |
| XTX Topco Ltd | 88,341 | +65,134 | $736.8K | +$590.1K | 280.7% |
| Dynamic Technology Lab Private Ltd | 76,238 | +66,058 | $636.0K | +$572.0K | 648.9% |
| Towarzystwo Funduszy Inwestycyjnych Allianz Polska S.A. | 151,000 | +19,000 | $1.3M | +$462.3K | 14.4% |
| CITIGROUP INC | 60,097 | +50,302 | $503.3K | +$441.5K | 513.5% |
| GEODE CAPITAL MANAGEMENT, LLC | 149,818 | +15,549 | $1.3M | +$435.8K | 11.6% |
| Legal & General Group Plc | 193,417 | +4,211 | $1.6M | +$425.9K | 2.2% |
| Amundi | 162,681 | +24,557 | $1.4M | +$367.8K | 17.8% |
| Russell Investments Group, Ltd. | 94,648 | +22,796 | $792.7K | +$339.3K | 31.7% |
| LPL Financial LLC | 94,550 | +21,019 | $788.5K | +$323.8K | 28.6% |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 82,467 | +11,448 | $690.7K | +$242.5K | 16.1% |
| Brooklyn Investment Group | 42,389 | +21,779 | $351.0K | +$220.7K | 105.7% |
| OSAIC HOLDINGS, INC. | 40,283 | +16,619 | $335.9K | +$202.1K | 70.2% |
| BARCLAYS PLC | 44,889 | +38,901 | $189.4K | +$151.6K | 649.6% |
| DEUTSCHE BANK AG\ | 37,360 | +11,338 | $311.6K | +$147.1K | 43.6% |
| Cetera Investment Advisers | 27,748 | +12,923 | $231.4K | +$137.7K | 87.2% |
| Campbell & CO Investment Adviser LLC | 37,692 | +8,089 | $314.4K | +$127.3K | 27.3% |
| Northwest & Ethical Investments L.P. | 24,820 | +6,650 | $207.6K | +$93.0K | 36.6% |
| Graham Capital Management, L.P. | 18,052 | +6,972 | $150.6K | +$80.5K | 62.9% |
| Vanguard Personalized Indexing Management, LLC | 31,965 | +2,441 | $266.6K | +$80.0K | 8.3% |
| Tradition Wealth Management, LLC | 22,546 | +5,100 | $188.0K | +$77.8K | 29.2% |
| ALLIANCEBERNSTEIN L.P. | 27,891 | +50 | $232.6K | +$56.7K | 0.2% |
| First Heartland Consultants, Inc. | 14,448 | +2,948 | $120.5K | +$47.8K | 25.6% |
| Sowell Financial Services LLC | 20,777 | +138 | $173.3K | +$42.8K | 0.7% |
| Ballentine Partners, LLC | 12,765 | +352 | $106.5K | +$28.0K | 2.8% |
| SIGNATUREFD, LLC | 11,901 | +287 | $99.3K | +$25.9K | 2.5% |
| VAN ECK ASSOCIATES CORP | 6,845,803 | +1,562,525 | $57.1K | +$23.7K | 29.6% |
| EverSource Wealth Advisors, LLC | 7,503 | +1,170 | $62.6K | +$22.6K | 18.5% |
| TD Waterhouse Canada Inc. | 7,374 | +1,374 | $61.6K | +$22.5K | 22.9% |
| IEQ CAPITAL, LLC | 10,034 | +11 | $83.7K | +$20.3K | 0.1% |
| CoreCap Advisors, LLC | 7,150 | +150 | $59.6K | +$15.4K | 2.1% |
| ACADIAN ASSET MANAGEMENT LLC | 1,154,000 | +894,000 | $9.7K | +$8.0K | 343.8% |
| CANADA LIFE ASSURANCE Co | 330,512 | +119,500 | $2.8K | +$1.4K | 56.6% |
| Cambridge Investment Research Advisors, Inc. | 105,455 | +21,137 | $879 | +$346 | 25.1% |
Reduced(67)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| Tidal Investments LLC | 10,844,406 | -121,778 | $90.4M | +$21.1M | -1.1% |
| CITADEL ADVISORS LLC | 1,892,049 | -2,098,306 | $15.8M | -$9.4M | -52.6% |
| U S GLOBAL INVESTORS INC | 250,000 | -1,312,671 | $2.1M | -$7.8M | -84.0% |
| SPROTT INC. | 255,683 | -1,045,399 | $2.1M | -$6.1M | -80.3% |
| UBS Group AG | 2,774,715 | -29,801 | $23.1M | +$5.4M | -1.1% |
| GOLDMAN SACHS GROUP INC | 674,147 | -1,060,192 | $5.6M | -$5.3M | -61.1% |
| JPMORGAN CHASE & CO | 354,855 | -589,047 | $3.0M | -$3.0M | -62.4% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1,066,060 | -811,132 | $8.9M | -$3.0M | -43.2% |
| TUDOR INVESTMENT CORP ET AL | 1,337,464 | -14,880 | $11.2M | +$2.6M | -1.1% |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 2,200,000 | -300,000 | $18.3M | +$2.6M | -12.0% |
| JANE STREET GROUP, LLC | 1,704,504 | -140,000 | $14.2M | +$2.6M | -7.6% |
| Vident Advisory, LLC | 68,739 | -363,458 | $573.3K | -$2.2M | -84.1% |
| AMERICAN CENTURY COMPANIES INC | 184,833 | -392,655 | $1.5M | -$2.1M | -68.0% |
| D. E. Shaw & Co., Inc. | 208,800 | -273,900 | $1.7M | -$1.3M | -56.7% |
| Point72 Asset Management, L.P. | 56,100 | -180,900 | $467.9K | -$1.0M | -76.3% |
| RENAISSANCE TECHNOLOGIES LLC | 2,464,396 | -907,800 | $20.6M | -$759.2K | -26.9% |
| Vontobel Holding Ltd. | 368,567 | 0 | $3.1M | +$758.0K | 0.0% |
| MILLENNIUM MANAGEMENT LLC | 2,999,671 | -852,389 | $25.1M | +$713.2K | -22.1% |
| Fiscal Wisdom Wealth Management, LLC | 268,373 | -177,812 | $2.2M | -$599.5K | -39.9% |
| SIMPLEX TRADING, LLC | 71,788 | -1,927 | $598.7K | +$598.2K | -2.6% |
| Qube Research & Technologies Ltd | 88,150 | -111,616 | $735.2K | -$527.4K | -55.9% |
| GUGGENHEIM CAPITAL LLC | 257,086 | -16,429 | $2.1M | +$415.5K | -6.0% |
| PICTON MAHONEY ASSET MANAGEMENT | 46,921 | -48,614 | $393.0K | +$392.4K | -50.9% |
| Parvin Asset Management, LLC | 204,050 | -3,550 | $1.7M | +$389.7K | -1.7% |
| 683 Capital Management, LLC | 200,000 | -125,000 | $1.7M | -$386.0K | -38.5% |
| VANGUARD GROUP INC | 187,506 | 0 | $1.6M | +$385.4K | 0.0% |
| Nuveen, LLC | 162,896 | 0 | $1.4M | +$336.3K | 0.0% |
| Quarry LP | 1,615 | -48,909 | $13.5K | -$305.8K | -96.8% |
| HOLLENCREST CAPITAL MANAGEMENT | 140,900 | 0 | $1.2M | +$284.6K | 0.0% |
| Royal Bank of Canada | 439,408 | -530,401 | $3.7M | -$272.0K | -54.7% |
| Aigen Investment Management, LP | 29,555 | -41,474 | $324.0K | -$244.8K | -58.4% |
| BLAIR WILLIAM & CO/IL | 100,000 | 0 | $834.0K | +$202.0K | 0.0% |
| FIDELIS CAPITAL PARTNERS, LLC | 50,000 | 0 | $417.0K | +$101.0K | 0.0% |
| Creative Planning | 37,115 | -938 | $309.5K | +$69.0K | -2.5% |
| Brevan Howard Capital Management LP | 48,720 | -5,398 | $406.3K | +$64.3K | -10.0% |
| New Vernon Capital Holdings II LLC | 12,087 | 0 | $138.8K | +$62.5K | 0.0% |
| AMERIPRISE FINANCIAL INC | 32,139 | -701 | $268.0K | +$60.5K | -2.1% |
| RAYMOND JAMES FINANCIAL INC | 18,876 | -15,515 | $157.4K | -$59.9K | -45.1% |
| RWA WEALTH PARTNERS, LLC | 26,025 | 0 | $217.0K | +$52.6K | 0.0% |
| EVERGREEN CAPITAL MANAGEMENT LLC | 25,471 | 0 | $212.4K | +$51.5K | 0.0% |
| Metis Global Partners, LLC | 24,468 | 0 | $204.7K | +$50.3K | 0.0% |
| CIBC WORLD MARKET INC. | 12,602 | -12,062 | $105.4K | -$50.2K | -48.9% |
| Bank of New York Mellon Corp | 15,574 | 0 | $129.9K | +$31.5K | 0.0% |
| Federation des caisses Desjardins du Quebec | 14,126 | 0 | $118.0K | +$30.0K | 0.0% |
| Focus Partners Wealth | 11,426 | 0 | $95.3K | +$23.1K | 0.0% |
| Tower Research Capital LLC (TRC) | 14,543 | -1,171 | $121.3K | +$22.0K | -7.5% |
| Rathbones Group PLC | 10,575 | 0 | $88.5K | +$21.8K | 0.0% |
| HARBOUR INVESTMENTS, INC. | 15,125 | -8,252 | $126.1K | -$21.6K | -35.3% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 10,525 | -800 | $97.4K | +$17.7K | -7.1% |
| Blue Trust, Inc. | 531 | -2,112 | $4.4K | -$12.3K | -79.9% |
| Williams & Novak, LLC | 12,150 | -2,000 | $101.3K | +$11.9K | -14.1% |
| WELLS FARGO & COMPANY/MN | 5,958 | -499 | $49.7K | +$9.0K | -7.7% |
| QUADRANT CAPITAL GROUP LLC | 3,471 | 0 | $28.9K | +$7.0K | 0.0% |
| Cypress Wealth Services, LLC | 20,398 | -7,480 | $170.1K | -$6.1K | -26.8% |
| Farther Finance Advisors, LLC | 623 | -831 | $5.2K | -$4.0K | -57.1% |
| McIlrath & Eck, LLC | 1,545 | 0 | $12.9K | +$3.1K | 0.0% |
| Geneos Wealth Management Inc. | 1,180 | 0 | $9.8K | +$2.4K | 0.0% |
| Asset Dedication, LLC | 1,043 | 0 | $8.7K | +$2.1K | 0.0% |
| Rockefeller Capital Management L.P. | 1,003 | 0 | $8.4K | +$2.0K | 0.0% |
| LAZARD ASSET MANAGEMENT LLC | 51,622 | -17,121 | $431.7K | -$1.9K | -24.9% |
| CIBC Private Wealth Group LLC | 712 | 0 | $5.9K | +$1.4K | 0.0% |
| ROTHSCHILD INVESTMENT LLC | 700 | 0 | $5.8K | +$1.4K | 0.0% |
| CALDWELL SUTTER CAPITAL, INC. | 4,000 | -1,500 | $33.4K | -$1.4K | -27.3% |
| DAGCO, INC. | 607 | 0 | $5.1K | +$1.2K | 0.0% |
| PROFFITT & GOODSON INC | 450 | 0 | $3.8K | +$909 | 0.0% |
| Parallel Advisors, LLC | 312 | 0 | $2.6K | +$630 | 0.0% |
| Smartleaf Asset Management LLC | 88 | 0 | $755 | +$204 | 0.0% |