13F QoQ Ownership Changes
TDC Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 98 new · 130 added · 168 reduced · 58 exited
New Positions(98)
Added To(130)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| VANGUARD GROUP INC | 12,953,545 | +612,624 | $394.3M | +$128.9M | 5.0% |
| BlackRock, Inc. | 12,257,500 | +19,771 | $373.1M | +$109.9M | 0.2% |
| MORGAN STANLEY | 3,151,388 | +1,134,722 | $95.9M | +$52.5M | 56.3% |
| DEUTSCHE BANK AG\ | 828,744 | +738,537 | $25.2M | +$23.3M | 818.7% |
| Allianz Asset Management GmbH | 1,643,177 | +325,998 | $50.0M | +$21.7M | 24.7% |
| LAZARD ASSET MANAGEMENT LLC | 702,106 | +599,982 | $21.4M | +$19.2M | 587.5% |
| Gotham Asset Management, LLC | 1,160,908 | +282,543 | $35.3M | +$16.4M | 32.2% |
| GOLDMAN SACHS GROUP INC | 943,901 | +337,107 | $28.7M | +$15.7M | 55.5% |
| DIMENSIONAL FUND ADVISORS LP | 1,705,744 | +4,916 | $51.9M | +$15.3M | 0.3% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 1,157,902 | +203,520 | $35.2M | +$14.7M | 21.3% |
| JANUS HENDERSON GROUP PLC | 422,266 | +375,373 | $12.9M | +$11.8M | 800.5% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 900,916 | +152,509 | $27.4M | +$11.3M | 20.4% |
| FRANKLIN RESOURCES INC | 412,958 | +235,224 | $12.6M | +$8.7M | 132.3% |
| Robeco Institutional Asset Management B.V. | 564,068 | +171,153 | $17.2M | +$8.7M | 43.5% |
| WINTON GROUP Ltd | 245,489 | +190,624 | $7.5M | +$6.3M | 347.4% |
| PRUDENTIAL FINANCIAL INC | 370,539 | +136,677 | $11.3M | +$6.2M | 58.4% |
| Invesco Ltd. | 540,609 | +1,707 | $16.5M | +$4.9M | 0.3% |
| MARSHALL WACE, LLP | 310,127 | +88,526 | $9.4M | +$4.7M | 39.9% |
| Bridgewater Associates, LP | 214,629 | +112,239 | $6.5M | +$4.3M | 109.6% |
| D. E. Shaw & Co., Inc. | 221,703 | +90,692 | $6.7M | +$3.9M | 69.2% |
| New Age Alpha Advisors, LLC | 128,343 | +119,718 | $3.9M | +$3.7M | 1388.0% |
| Archon Capital Management LLC | 313,232 | +25,000 | $9.5M | +$3.3M | 8.7% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 214,783 | +49,891 | $6.5M | +$3.0M | 30.3% |
| MILLENNIUM MANAGEMENT LLC | 206,769 | +42,911 | $6.3M | +$2.8M | 26.2% |
| WELLS FARGO & COMPANY/MN | 149,484 | +61,677 | $4.6M | +$2.7M | 70.2% |
| Cerity Partners LLC | 139,837 | +63,365 | $4.3M | +$2.6M | 82.9% |
| Sterling Capital Management LLC | 82,288 | +77,709 | $2.5M | +$2.4M | 1697.1% |
| Quantinno Capital Management LP | 102,825 | +56,099 | $3.1M | +$2.1M | 120.0% |
| LPL Financial LLC | 112,950 | +44,064 | $3.4M | +$2.0M | 64.0% |
| DARK FOREST CAPITAL MANAGEMENT LP | 124,986 | +36,208 | $3.8M | +$1.9M | 40.8% |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 197,970 | +4,295 | $6.0M | +$1.9M | 2.2% |
| COMERICA BANK | 96,539 | +36,230 | $2.9M | +$1.6M | 60.1% |
| IEQ CAPITAL, LLC | 71,037 | +46,717 | $2.2M | +$1.6M | 192.1% |
| BNP PARIBAS FINANCIAL MARKETS | 111,201 | +28,888 | $3.4M | +$1.6M | 35.1% |
| Swiss National Bank | 167,759 | +1,000 | $5.1M | +$1.5M | 0.6% |
| RAYMOND JAMES FINANCIAL INC | 114,578 | +20,961 | $3.5M | +$1.5M | 22.4% |
| Assenagon Asset Management S.A. | 115,562 | +17,761 | $3.5M | +$1.4M | 18.2% |
| Creative Planning | 68,624 | +31,906 | $2.1M | +$1.3M | 86.9% |
| Mitsubishi UFJ Asset Management Co., Ltd. | 66,710 | +17,437 | $2.0M | +$920.8K | 35.4% |
| Elo Mutual Pension Insurance Co | 62,078 | +12,108 | $1.9M | +$814.8K | 24.2% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 60,388 | +11,308 | $1.8M | +$782.5K | 23.0% |
| ROYCE & ASSOCIATES LP | 47,865 | +15,621 | $1.5M | +$763.4K | 48.4% |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 80,559 | +550 | $2.5M | +$731.2K | 0.7% |
| Advisory Services Network, LLC | 27,095 | +20,464 | $824.8K | +$682.1K | 308.6% |
| Verition Fund Management LLC | 59,700 | +4,875 | $1.8M | +$638.0K | 8.9% |
| Mariner, LLC | 53,401 | +6,403 | $1.6M | +$617.2K | 13.6% |
| Optimize Financial Inc | 66,763 | +960 | $2.0M | +$616.8K | 1.4% |
| EXCHANGE TRADED CONCEPTS, LLC | 61,410 | +2,723 | $1.9M | +$607.0K | 4.6% |
| Amundi | 60,966 | +6,447 | $1.9M | +$600.8K | 11.8% |
| NEW YORK STATE COMMON RETIREMENT FUND | 55,857 | +4,400 | $1.7M | +$593.4K | 8.6% |
| State of Tennessee, Department of Treasury | 50,482 | +9,754 | $1.4M | +$563.7K | 23.9% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 44,592 | +4,434 | $1.4M | +$513.7K | 11.0% |
| KLP KAPITALFORVALTNING AS | 45,100 | +2,900 | $1.4M | +$465.1K | 6.9% |
| HighTower Advisors, LLC | 30,509 | +7,509 | $928.7K | +$433.9K | 32.6% |
| Cetera Investment Advisers | 24,646 | +9,467 | $750.2K | +$423.7K | 62.4% |
| Walleye Trading LLC | 21,200 | +4,500 | $645.3K | +$286.1K | 26.9% |
| NewEdge Advisors, LLC | 19,441 | +4,468 | $591.8K | +$269.7K | 29.8% |
| MERCER GLOBAL ADVISORS INC /ADV | 27,731 | +171 | $844.1K | +$251.3K | 0.6% |
| BARCLAYS PLC | 95,181 | +6,676 | $2.1M | +$219.7K | 7.5% |
| CAPTRUST FINANCIAL ADVISORS | 20,848 | +914 | $634.6K | +$205.8K | 4.6% |
| ST GERMAIN D J CO INC | 7,120 | +6,070 | $216.7K | +$194.1K | 578.1% |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 21,346 | +46 | $649.8K | +$191.6K | 0.2% |
| TWIN CAPITAL MANAGEMENT INC | 20,614 | +5 | $627.5K | +$184.2K | 0.0% |
| Impact Partnership Wealth, LLC | 16,449 | +1,585 | $500.7K | +$181.0K | 10.7% |
| L2 Asset Management, LLC | 18,250 | +376 | $555.5K | +$171.1K | 2.1% |
| XTX Topco Ltd | 15,090 | +1,630 | $459.3K | +$169.8K | 12.1% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 17,417 | +94 | $530.2K | +$157.6K | 0.5% |
| Portside Wealth Group, LLC | 15,346 | +851 | $467.1K | +$155.3K | 5.9% |
| NewEdge Wealth, LLC | 24,423 | +2,776 | $743.4K | +$149.0K | 12.8% |
| One Wealth Advisors, LLC | 14,350 | +864 | $436.8K | +$146.7K | 6.4% |
| SIMPLEX TRADING, LLC | 4,533 | +1,425 | $138.0K | +$137.9K | 45.8% |
| JONES FINANCIAL COMPANIES LLLP | 4,436 | +4,361 | $135.0K | +$133.4K | 5814.7% |
| Crossmark Global Holdings, Inc. | 14,403 | +90 | $438.4K | +$130.6K | 0.6% |
| ProShare Advisors LLC | 11,206 | +1,118 | $341.1K | +$124.1K | 11.1% |
| Farther Finance Advisors, LLC | 4,247 | +3,797 | $129.3K | +$119.6K | 843.8% |
| Empowered Funds, LLC | 12,079 | +156 | $367.7K | +$111.2K | 1.3% |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 10,652 | +66 | $324.2K | +$96.5K | 0.6% |
| PNC Financial Services Group, Inc. | 8,910 | +93 | $271.2K | +$81.6K | 1.1% |
| NISA INVESTMENT ADVISORS, LLC | 8,030 | +144 | $244.4K | +$74.8K | 1.8% |
| OSAIC HOLDINGS, INC. | 5,073 | +424 | $154.4K | +$55.8K | 9.1% |
| Tower Research Capital LLC (TRC) | 2,776 | +1,150 | $84.5K | +$49.5K | 70.7% |
| GAMMA Investing LLC | 4,272 | +524 | $130.0K | +$49.4K | 14.0% |
| Rockefeller Capital Management L.P. | 2,090 | +1,178 | $63.6K | +$44.0K | 129.2% |
| ROTHSCHILD INVESTMENT LLC | 3,550 | +425 | $108.1K | +$40.8K | 13.6% |
| US BANCORP \DE\ | 3,935 | +133 | $119.8K | +$38.0K | 3.5% |
| Parallel Advisors, LLC | 1,529 | +1,015 | $46.5K | +$35.5K | 197.5% |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | 3,527 | +38 | $107.4K | +$32.3K | 1.1% |
| LSV ASSET MANAGEMENT | 2,600,216 | +406,121 | $79.2K | +$32.0K | 18.5% |
| Steward Partners Investment Advisory, LLC | 1,883 | +651 | $57.3K | +$30.8K | 52.8% |
| Sound Income Strategies, LLC | 985 | +907 | $29.3K | +$27.6K | 1162.8% |
| Larson Financial Group LLC | 1,180 | +358 | $35.9K | +$18.2K | 43.5% |
| Salomon & Ludwin, LLC | 1,197 | +328 | $36.5K | +$17.2K | 37.7% |
| Prestige Wealth Management Group LLC | 632 | +534 | $17.2K | +$15.1K | 544.9% |
| SBI Securities Co., Ltd. | 796 | +356 | $24.2K | +$14.8K | 80.9% |
| Parkside Financial Bank & Trust | 804 | +259 | $24.5K | +$12.8K | 47.5% |
| Penserra Capital Management LLC | 1,261,518 | +11,971 | $38.4K | +$11.5K | 0.9% |
| FIFTH THIRD BANCORP | 1,091 | +70 | $33.2K | +$11.2K | 6.8% |
| MAI Capital Management | 845 | +140 | $25.7K | +$10.6K | 19.9% |
| WealthCollab, LLC | 967 | +58 | $29.4K | +$9.9K | 6.4% |
| True Wealth Design, LLC | 579 | +193 | $17.6K | +$9.3K | 50.0% |
| Global Retirement Partners, LLC | 455 | +202 | $13.8K | +$8.4K | 79.8% |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 243,086 | +241,899 | $7.4K | +$7.4K | 20379.0% |
| Financial Network Wealth Advisors LLC | 799 | +5 | $24.3K | +$7.2K | 0.6% |
| Smartleaf Asset Management LLC | 270 | +206 | $8.3K | +$6.9K | 321.9% |
| UMB Bank, n.a. | 422 | +100 | $12.8K | +$5.9K | 31.1% |
| North Star Investment Management Corp. | 618 | +18 | $18.8K | +$5.9K | 3.0% |
| Root Financial Partners, LLC | 268 | +115 | $8.2K | +$4.9K | 75.2% |
| SIGNATUREFD, LLC | 171 | +121 | $5.2K | +$4.1K | 242.0% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 382 | +32 | $11.6K | +$4.1K | 9.1% |
| BESSEMER GROUP INC | 119,248 | +102,671 | $3.6K | +$3.3K | 619.4% |
| Center for Financial Planning, Inc. | 152 | +88 | $4.6K | +$3.3K | 137.5% |
| Treasurer of the State of North Carolina | 126,863 | +84,063 | $3.9K | +$2.9K | 196.4% |
| AMERIFLEX GROUP, INC. | 171 | +41 | $5.2K | +$2.4K | 31.5% |
| MassMutual Private Wealth & Trust, FSB | 208 | +22 | $6.3K | +$2.3K | 11.8% |
| Transamerica Financial Advisors, LLC | 75 | +68 | $2.3K | +$2.1K | 971.4% |
| QUADRANT CAPITAL GROUP LLC | 73 | +65 | $2.2K | +$2.0K | 812.5% |
| ASSETMARK, INC | 82 | +61 | $2.5K | +$2.0K | 290.5% |
| CoreCap Advisors, LLC | 71 | +65 | $2.2K | +$2.0K | 1083.3% |
| JFS WEALTH ADVISORS, LLC | 94 | +48 | $2.9K | +$1.9K | 104.3% |
| HARBOUR INVESTMENTS, INC. | 61 | +41 | $1.9K | +$1.4K | 205.0% |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 137,096 | +6,839 | $4.2K | +$1.4K | 5.3% |
| Bare Financial Services, Inc | 102 | +3 | $3.1K | +$976 | 3.0% |
| Sunbelt Securities, Inc. | 54 | +13 | $1.6K | +$762 | 31.7% |
| SG Americas Securities, LLC | 55,177 | +12,280 | $1.7K | +$757 | 28.6% |
| AMALGAMATED BANK | 32,299 | +2,703 | $983 | +$346 | 9.1% |
| DiNuzzo Private Wealth, Inc. | 16 | +9 | $488 | +$341 | 128.6% |
| Fortitude Family Office, LLC | 21 | +6 | $639 | +$316 | 40.0% |
| Bay Harbor Wealth Management, LLC | 11 | +7 | $334 | +$248 | 175.0% |
| Capital Advisors, Ltd. LLC | 365 | +362 | $71 | +$71 | 12066.7% |
| HANTZ FINANCIAL SERVICES, INC. | 4,268 | +733 | $130 | +$54 | 20.7% |