13F QoQ Ownership Changes
SYNA Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 51 new · 94 added · 146 reduced · 49 exited
New Positions(51)
Added To(94)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| AMERIPRISE FINANCIAL INC | 7,021,238 | +491,525 | $519.7M | +$73.5M | 7.5% |
| CITADEL ADVISORS LLC | 1,099,385 | +311,290 | $81.4M | +$27.5M | 39.5% |
| Orbis Allan Gray Ltd | 1,536,228 | +137,926 | $113.7M | +$18.2M | 9.9% |
| UBS Group AG | 2,522,655 | +35,716 | $186.7M | +$16.8M | 1.4% |
| GOLDMAN SACHS GROUP INC | 431,289 | +122,322 | $31.9M | +$10.8M | 39.6% |
| Jain Global LLC | 202,243 | +107,803 | $15.0M | +$8.5M | 114.1% |
| GEODE CAPITAL MANAGEMENT, LLC | 1,000,456 | +17,088 | $74.1M | +$6.9M | 1.7% |
| DEUTSCHE BANK AG\ | 309,139 | +66,869 | $22.9M | +$6.3M | 27.6% |
| MORGAN STANLEY | 364,846 | +60,377 | $27.0M | +$6.2M | 19.8% |
| Trigran Investments, Inc. | 692,587 | +31,150 | $51.3M | +$6.1M | 4.7% |
| VICTORY CAPITAL MANAGEMENT INC | 769,766 | +19,706 | $57.0M | +$5.7M | 2.6% |
| Squarepoint Ops LLC | 292,855 | +57,327 | $21.7M | +$5.6M | 24.3% |
| Allianz Asset Management GmbH | 113,540 | +61,970 | $8.4M | +$4.9M | 120.2% |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 78,147 | +60,345 | $5.8M | +$4.6M | 339.0% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 520,119 | +20,313 | $38.5M | +$4.3M | 4.1% |
| TORONTO DOMINION BANK | 651,585 | +9,100 | $48.2M | +$4.3M | 1.4% |
| XTX Topco Ltd | 64,506 | +54,267 | $4.8M | +$4.1M | 530.0% |
| INTECH INVESTMENT MANAGEMENT LLC | 70,287 | +45,746 | $5.2M | +$3.5M | 186.4% |
| UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC | 116,240 | +41,456 | $8.6M | +$3.5M | 55.4% |
| Nuveen, LLC | 141,264 | +37,136 | $10.5M | +$3.3M | 35.7% |
| Bragg Financial Advisors, Inc | 356,075 | +2,340 | $26.4M | +$2.2M | 0.7% |
| BANK OF AMERICA CORP /DE/ | 222,988 | +2,994 | $16.5M | +$1.5M | 1.4% |
| AMERICAN CENTURY COMPANIES INC | 44,090 | +15,881 | $3.3M | +$1.3M | 56.3% |
| D. E. Shaw & Co., Inc. | 17,388 | +12,888 | $1.3M | +$979.5K | 286.4% |
| Mitsubishi UFJ Asset Management Co., Ltd. | 44,175 | +9,218 | $3.3M | +$956.9K | 26.4% |
| STATE OF WISCONSIN INVESTMENT BOARD | 14,567 | +10,588 | $1.1M | +$806.3K | 266.1% |
| PANAGORA ASSET MANAGEMENT INC | 53,522 | +7,089 | $4.0M | +$788.5K | 15.3% |
| Amundi | 14,433 | +9,570 | $1.1M | +$733.6K | 196.8% |
| JONES FINANCIAL COMPANIES LLLP | 43,141 | +7,236 | $3.2M | +$694.7K | 20.1% |
| Y-Intercept (Hong Kong) Ltd | 11,272 | +8,127 | $834.4K | +$619.4K | 258.4% |
| Quantbot Technologies LP | 9,656 | +7,271 | $714.7K | +$551.7K | 304.9% |
| Creative Planning | 31,078 | +5,372 | $2.3M | +$543.7K | 20.9% |
| Swiss National Bank | 76,300 | +1,500 | $5.6M | +$535.9K | 2.0% |
| CITIGROUP INC | 16,369 | +6,209 | $1.2M | +$517.3K | 61.1% |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 12,866 | +6,250 | $952.3K | +$500.2K | 94.5% |
| COMMONWEALTH EQUITY SERVICES, LLC | 6,094 | +48 | $451.1K | +$450.7K | 0.8% |
| Ameritas Investment Partners, Inc. | 26,617 | +3,340 | $2.0M | +$379.4K | 14.3% |
| Pacer Advisors, Inc. | 9,706 | +4,578 | $718.4K | +$368.0K | 89.3% |
| Retirement Systems of Alabama | 59,295 | +192 | $4.4M | +$349.9K | 0.3% |
| Cardinal Capital Management | 46,981 | +396 | $3.5M | +$293.9K | 0.8% |
| Expect Equity LLC | 17,352 | +2,300 | $1.3M | +$255.7K | 15.3% |
| OSAIC HOLDINGS, INC. | 4,362 | +2,743 | $322.8K | +$211.3K | 169.4% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 6,617 | +239 | $613.9K | +$195.2K | 3.7% |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 11,386 | +1,907 | $842.8K | +$195.0K | 20.1% |
| GUGGENHEIM CAPITAL LLC | 9,659 | +1,829 | $715.0K | +$179.9K | 23.4% |
| Quantinno Capital Management LP | 11,487 | +1,135 | $850.3K | +$142.8K | 11.0% |
| M&T Bank Corp | 4,747 | +1,510 | $351.9K | +$131.1K | 46.6% |
| Allspring Global Investments Holdings, LLC | 15,135 | +134 | $1.1M | +$127.8K | 0.9% |
| BARCLAYS PLC | 122,074 | +4,697 | $7.9M | -$108.7K | 4.0% |
| NorthCrest Asset Manangement, LLC | 5,036 | +477 | $398.6K | +$99.4K | 10.5% |
| RAYMOND JAMES FINANCIAL INC | 6,453 | +687 | $477.7K | +$83.6K | 11.9% |
| Louisiana State Employees Retirement System | 10,800 | +100 | $799.4K | +$68.2K | 0.9% |
| KLP KAPITALFORVALTNING AS | 8,200 | +300 | $607.0K | +$67.1K | 3.8% |
| STATE OF MICHIGAN RETIREMENT SYSTEM | 9,233 | +100 | $683.4K | +$59.3K | 1.1% |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 8,724 | +132 | $645.8K | +$58.6K | 1.5% |
| TWO SIGMA SECURITIES, LLC | 5,748 | +351 | $425.5K | +$56.6K | 6.5% |
| MERCER GLOBAL ADVISORS INC /ADV | 4,678 | +418 | $346.3K | +$55.2K | 9.8% |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 7,827 | +100 | $579.4K | +$51.3K | 1.3% |
| Vanguard Personalized Indexing Management, LLC | 7,731 | +99 | $572.2K | +$50.7K | 1.3% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 814,684 | +671,647 | $60.3K | +$50.5K | 469.6% |
| Walleye Capital LLC | 7,001 | +15 | $518.2K | +$40.8K | 0.2% |
| Empowered Funds, LLC | 4,667 | +173 | $345.5K | +$38.3K | 3.8% |
| CAPTRUST FINANCIAL ADVISORS | 4,262 | +163 | $315.5K | +$35.3K | 4.0% |
| LPL Financial LLC | 3,216 | +121 | $238.0K | +$26.5K | 3.9% |
| GAMMA Investing LLC | 1,414 | +254 | $104.7K | +$25.4K | 21.9% |
| US BANCORP \DE\ | 3,977 | +12 | $294.4K | +$23.4K | 0.3% |
| PNC Financial Services Group, Inc. | 1,119 | +200 | $82.8K | +$20.0K | 21.8% |
| CIBC Private Wealth Group LLC | 349 | +190 | $25.8K | +$15.0K | 119.5% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 128 | +93 | $9.5K | +$7.1K | 265.7% |
| Parallel Advisors, LLC | 858 | +29 | $63.5K | +$6.9K | 3.5% |
| Smartleaf Asset Management LLC | 196 | +79 | $14.7K | +$6.7K | 67.5% |
| Farther Finance Advisors, LLC | 218 | +69 | $16.1K | +$6.0K | 46.3% |
| QUADRANT CAPITAL GROUP LLC | 932 | +8 | $69.0K | +$5.8K | 0.9% |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 649 | +17 | $48.0K | +$4.8K | 2.7% |
| UMB Bank, n.a. | 738 | +2 | $54.6K | +$4.3K | 0.3% |
| ALGERT GLOBAL LLC | 81,630 | +33,160 | $6.0K | +$2.7K | 68.4% |
| Parkside Financial Bank & Trust | 153 | +25 | $11.3K | +$2.6K | 19.5% |
| Transamerica Financial Advisors, LLC | 41 | +34 | $3.0K | +$2.6K | 485.7% |
| MassMutual Private Wealth & Trust, FSB | 365 | +2 | $27.0K | +$2.2K | 0.6% |
| EverSource Wealth Advisors, LLC | 222 | +10 | $16.4K | +$1.9K | 4.7% |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | 88 | +20 | $6.5K | +$1.9K | 29.4% |
| Clearstead Trust, LLC | 49 | +13 | $3.6K | +$1.2K | 36.1% |
| Quent Capital, LLC | 33 | +14 | $2.4K | +$1.1K | 73.7% |
| True Wealth Design, LLC | 64 | +6 | $4.7K | +$774 | 10.3% |
| Root Financial Partners, LLC | 100 | +3 | $7.4K | +$773 | 3.1% |
| Bare Financial Services, Inc | 14 | +7 | $1.0K | +$558 | 100.0% |
| Bell Investment Advisors, Inc | 46 | +2 | $3.4K | +$398 | 4.5% |
| VAN ECK ASSOCIATES CORP | 21,405 | +3,265 | $1.6K | +$344 | 18.0% |
| Thrivent Financial for Lutherans | 12,402 | +3,546 | $918 | +$313 | 40.0% |
| JFS WEALTH ADVISORS, LLC | 19 | +3 | $1.4K | +$313 | 18.8% |
| Blue Trust, Inc. | 22 | +1 | $1.7K | +$227 | 4.8% |
| Activest Wealth Management | 3 | +1 | $222 | +$85 | 50.0% |
| HANTZ FINANCIAL SERVICES, INC. | 1,671 | +1,076 | $124 | +$83 | 180.8% |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 390 | +114 | $29 | +$10 | 41.3% |