13F QoQ Ownership Changes
TECH Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 95 new · 205 added · 277 reduced · 83 exited
New Positions(95)
Added To(205)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 4,012,818 | +2,495,328 | $236.0M | +$151.6M | 164.4% |
| MORGAN STANLEY | 8,345,414 | +1,107,536 | $490.8M | +$88.2M | 15.3% |
| ALLIANCEBERNSTEIN L.P. | 2,364,845 | +1,447,516 | $139.1M | +$88.0M | 157.8% |
| MAVERICK CAPITAL LTD | 3,850,923 | +838,269 | $226.5M | +$58.9M | 27.8% |
| WELLINGTON MANAGEMENT GROUP LLP | 5,734,049 | +618,916 | $337.2M | +$52.7M | 12.1% |
| BlackRock, Inc. | 12,129,125 | +242,043 | $713.3M | +$52.0M | 2.0% |
| UBS Group AG | 2,224,263 | +714,827 | $130.8M | +$46.8M | 47.4% |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 2,398,265 | +688,603 | $141.0M | +$45.9M | 40.3% |
| Durable Capital Partners LP | 2,088,891 | +692,925 | $122.8M | +$45.2M | 49.6% |
| Select Equity Group, L.P. | 2,837,142 | +585,549 | $166.9M | +$41.6M | 26.0% |
| CITADEL ADVISORS LLC | 984,420 | +642,641 | $57.9M | +$38.9M | 188.0% |
| FMR LLC | 1,014,961 | +629,449 | $59.7M | +$38.2M | 163.3% |
| PRINCIPAL FINANCIAL GROUP INC | 703,477 | +534,676 | $41.4M | +$32.0M | 316.7% |
| Madison Asset Management, LLC | 1,181,308 | +436,657 | $69.5M | +$28.0M | 58.6% |
| Caption Management, LLC | 562,400 | +364,900 | $33.1M | +$22.1M | 184.8% |
| STATE STREET CORP | 5,812,032 | +58,639 | $341.8M | +$21.7M | 1.0% |
| CI INVESTMENTS INC. | 323,068 | +319,015 | $19.0M | +$19.0M | 7871.1% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 398,018 | +310,583 | $23.4M | +$18.5M | 355.2% |
| SNYDER CAPITAL MANAGEMENT L P | 1,926,866 | +207,731 | $113.3M | +$17.7M | 12.1% |
| TUDOR INVESTMENT CORP ET AL | 518,129 | +276,113 | $30.5M | +$17.0M | 114.1% |
| GEODE CAPITAL MANAGEMENT, LLC | 4,929,801 | +2,623 | $289.5M | +$15.8M | 0.1% |
| GLENVIEW CAPITAL MANAGEMENT, LLC | 619,944 | +245,893 | $36.5M | +$15.7M | 65.7% |
| GOLDMAN SACHS GROUP INC | 1,692,842 | +156,704 | $99.6M | +$14.1M | 10.2% |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | 373,236 | +230,536 | $22.0M | +$14.0M | 161.6% |
| BRADLEY FOSTER & SARGENT INC/CT | 196,240 | +192,440 | $11.5M | +$11.3M | 5064.2% |
| DIMENSIONAL FUND ADVISORS LP | 1,794,293 | +83,780 | $105.5M | +$10.4M | 4.9% |
| Arvin Capital Management LP | 384,335 | +156,335 | $22.6M | +$9.9M | 68.6% |
| Pembroke Management, LTD | 512,868 | +135,891 | $30.2M | +$9.2M | 36.0% |
| Stephens Investment Management Group LLC | 1,109,658 | +94,469 | $65.3M | +$8.8M | 9.3% |
| Sumitomo Mitsui Trust Group, Inc. | 2,368,162 | +12,544 | $139.3M | +$8.2M | 0.5% |
| CRAMER ROSENTHAL MCGLYNN LLC | 654,470 | +95,281 | $38.5M | +$7.4M | 17.0% |
| FRANKLIN RESOURCES INC | 132,299 | +122,882 | $7.8M | +$7.3M | 1304.9% |
| RAYMOND JAMES FINANCIAL INC | 746,801 | +76,570 | $44.0M | +$6.8M | 11.4% |
| BLAIR WILLIAM & CO/IL | 228,812 | +78,723 | $13.5M | +$5.1M | 52.5% |
| TORONTO DOMINION BANK | 129,950 | +80,887 | $7.6M | +$4.9M | 164.9% |
| JPMORGAN CHASE & CO | 759,082 | +33,997 | $44.6M | +$4.3M | 4.7% |
| CITIGROUP INC | 258,411 | +61,019 | $15.2M | +$4.2M | 30.9% |
| BARCLAYS PLC | 389,157 | +104,310 | $20.0M | +$4.2M | 36.6% |
| WELLS FARGO & COMPANY/MN | 210,417 | +60,241 | $12.4M | +$4.0M | 40.1% |
| Conestoga Capital Advisors, LLC | 354,561 | +49,078 | $20.9M | +$3.9M | 16.1% |
| Connor, Clark & Lunn Investment Management Ltd. | 89,408 | +61,643 | $5.3M | +$3.7M | 222.0% |
| Cresset Asset Management, LLC | 693,623 | +25,506 | $40.8M | +$3.6M | 3.8% |
| Campbell & CO Investment Adviser LLC | 63,998 | +59,694 | $3.8M | +$3.5M | 1386.9% |
| Meridiem Capital Partners LP | 254,359 | +43,412 | $15.0M | +$3.2M | 20.6% |
| ROYCE & ASSOCIATES LP | 678,502 | +18,468 | $39.9M | +$3.2M | 2.8% |
| BOOTHBAY FUND MANAGEMENT, LLC | 84,483 | +45,886 | $5.0M | +$2.8M | 118.9% |
| BNP PARIBAS FINANCIAL MARKETS | 285,151 | +34,255 | $16.8M | +$2.8M | 13.7% |
| WEITZ INVESTMENT MANAGEMENT, INC. | 802,950 | +800 | $47.2M | +$2.6M | 0.1% |
| NICHOLAS COMPANY, INC. | 390,794 | +23,785 | $23.0M | +$2.6M | 6.5% |
| Verition Fund Management LLC | 95,042 | +40,483 | $5.6M | +$2.6M | 74.2% |
| COMERICA BANK | 105,481 | +38,031 | $6.2M | +$2.5M | 56.4% |
| BANK OF NOVA SCOTIA | 48,971 | +38,075 | $2.9M | +$2.3M | 349.4% |
| California Public Employees Retirement System | 270,879 | +12,990 | $15.9M | +$1.6M | 5.0% |
| Federation des caisses Desjardins du Quebec | 47,074 | +25,082 | $2.8M | +$1.5M | 114.0% |
| Schonfeld Strategic Advisors LLC | 118,799 | +20,423 | $7.0M | +$1.5M | 20.8% |
| TD Asset Management Inc | 124,495 | +19,988 | $7.3M | +$1.5M | 19.1% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 153,324 | +14,673 | $9.0M | +$1.3M | 10.6% |
| Swiss National Bank | 307,000 | +3,200 | $18.1M | +$1.2M | 1.1% |
| Focus Partners Wealth | 25,366 | +18,858 | $1.5M | +$1.2M | 289.8% |
| Alpine Peaks Capital, LP | 51,500 | +15,500 | $3.0M | +$1.0M | 43.0% |
| CIBC Asset Management Inc | 34,605 | +14,633 | $2.0M | +$924.1K | 73.3% |
| Voya Investment Management LLC | 134,431 | +7,978 | $7.9M | +$871.3K | 6.3% |
| Twin Tree Management, LP | 45,450 | +12,950 | $2.7M | +$864.9K | 39.8% |
| Jefferies Financial Group Inc. | 55,666 | +12,013 | $3.3M | +$845.3K | 27.5% |
| Creative Planning | 48,825 | +12,381 | $2.9M | +$844.0K | 34.0% |
| Rakuten Investment Management, Inc. | 13,897 | +13,682 | $823.3K | +$819.0K | 6363.7% |
| COMMONWEALTH EQUITY SERVICES, LLC | 13,900 | +274 | $817.5K | +$816.7K | 2.0% |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 44,965 | +11,232 | $2.6M | +$767.8K | 33.3% |
| WILKINS INVESTMENT COUNSEL INC | 103,268 | +7,645 | $6.1M | +$753.7K | 8.0% |
| Callan Family Office, LLC | 16,340 | +12,448 | $961.0K | +$744.5K | 319.8% |
| iSAM Funds (UK) Ltd | 12,921 | +12,335 | $759.9K | +$727.3K | 2104.9% |
| BANK OF MONTREAL /CAN/ | 158,464 | +3,109 | $9.3M | +$676.9K | 2.0% |
| Grandeur Peak Global Advisors, LLC | 158,193 | +1,832 | $9.3M | +$605.0K | 1.2% |
| US BANCORP \DE\ | 158,296 | +1,327 | $9.3M | +$577.2K | 0.8% |
| Russell Investments Group, Ltd. | 173,582 | +78 | $10.2M | +$568.4K | 0.0% |
| AQR CAPITAL MANAGEMENT LLC | 26,087 | +7,733 | $1.5M | +$565.1K | 42.1% |
| CREDIT AGRICOLE S A | 47,328 | +7,109 | $2.8M | +$546.0K | 17.7% |
| M&T Bank Corp | 19,945 | +8,567 | $1.2M | +$539.6K | 75.3% |
| New Age Alpha Advisors, LLC | 25,341 | +8,236 | $1.5M | +$538.8K | 48.1% |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 148,392 | +861 | $8.7M | +$519.8K | 0.6% |
| PNC Financial Services Group, Inc. | 92,166 | +4,041 | $5.4M | +$517.9K | 4.6% |
| LPL Financial LLC | 77,923 | +4,244 | $4.6M | +$483.9K | 5.8% |
| Oak Thistle LLC | 16,705 | +7,391 | $982.4K | +$464.3K | 79.3% |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 39,647 | +5,827 | $2.3M | +$450.2K | 17.2% |
| Southeast Asset Advisors, LLC | 18,836 | +6,727 | $1.1M | +$434.1K | 55.5% |
| Hilton Capital Management, LLC | 51,383 | +4,625 | $3.0M | +$420.7K | 9.9% |
| Aberdeen Group plc | 15,613 | +6,637 | $918.2K | +$418.9K | 73.9% |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 69,574 | +3,388 | $4.1M | +$415.9K | 5.1% |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 60,111 | +3,401 | $3.5M | +$380.4K | 6.0% |
| Willis Investment Counsel | 16,209 | +5,156 | $953.3K | +$338.4K | 46.6% |
| CAPTRUST FINANCIAL ADVISORS | 56,296 | +2,730 | $3.3M | +$330.9K | 5.1% |
| Vestmark Advisory Solutions, Inc. | 14,508 | +4,548 | $853.2K | +$299.1K | 45.7% |
| Tidal Investments LLC | 54,264 | +2,232 | $3.2M | +$296.7K | 4.3% |
| Maridea Wealth Management LLC | 23,558 | +6,117 | $1.4M | +$294.7K | 35.1% |
| Vanguard Personalized Indexing Management, LLC | 34,841 | +3,231 | $2.0M | +$290.5K | 10.2% |
| Mirae Asset Global Investments Co., Ltd. | 26,232 | +3,476 | $1.5M | +$276.8K | 15.3% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 53,671 | +1,884 | $3.2M | +$275.5K | 3.6% |
| NISA INVESTMENT ADVISORS, LLC | 69,928 | +231 | $4.1M | +$235.2K | 0.3% |
| Caprock Group, LLC | 33,007 | +1,705 | $1.9M | +$231.1K | 5.4% |
| L. Roy Papp & Associates, LLP | 32,727 | +2,097 | $1.9M | +$220.7K | 6.8% |
| MUFG Securities EMEA plc | 6,434 | +3,433 | $378.4K | +$211.4K | 114.4% |
| Czech National Bank | 41,086 | +1,270 | $2.4M | +$201.3K | 3.2% |
| ProShare Advisors LLC | 30,649 | +1,789 | $1.8M | +$197.0K | 6.2% |
| NEOS Investment Management LLC | 16,214 | +2,546 | $953.5K | +$193.2K | 18.6% |
| Atria Investments, Inc | 8,870 | +2,797 | $521.7K | +$183.8K | 46.0% |
| FIRST TRUST ADVISORS LP | 43,087 | +525 | $2.5M | +$166.2K | 1.2% |
| VICTORY CAPITAL MANAGEMENT INC | 23,233 | +1,533 | $1.4M | +$159.2K | 7.1% |
| Elo Mutual Pension Insurance Co | 18,340 | +1,803 | $1.1M | +$158.6K | 10.9% |
| Wilmington Savings Fund Society, FSB | 7,015 | +2,449 | $412.6K | +$158.5K | 53.6% |
| Diversified Trust Co | 12,710 | +2,000 | $747.5K | +$151.7K | 18.7% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 8,321 | +2,140 | $489.4K | +$145.5K | 34.6% |
| CIBC Private Wealth Group LLC | 4,374 | +2,256 | $257.2K | +$139.4K | 106.5% |
| KLP KAPITALFORVALTNING AS | 33,300 | +600 | $2.0M | +$139.3K | 1.8% |
| QRG CAPITAL MANAGEMENT, INC. | 12,388 | +1,270 | $728.5K | +$110.0K | 11.4% |
| Tower Research Capital LLC (TRC) | 2,958 | +1,801 | $174.0K | +$109.6K | 155.7% |
| Venturi Wealth Management, LLC | 9,356 | +1,384 | $550.2K | +$106.7K | 17.4% |
| XPONANCE, INC. | 13,078 | +1,155 | $769.1K | +$105.8K | 9.7% |
| GAMMA Investing LLC | 6,771 | +1,456 | $398.2K | +$102.5K | 27.4% |
| QUADRANT CAPITAL GROUP LLC | 2,567 | +1,645 | $151.0K | +$99.7K | 178.4% |
| COLDSTREAM CAPITAL MANAGEMENT INC | 7,089 | +1,249 | $416.9K | +$92.0K | 21.4% |
| MML INVESTORS SERVICES, LLC | 10,890 | +921 | $640.5K | +$85.9K | 9.2% |
| AlphaQuest LLC | 4,480 | +1,158 | $263.5K | +$78.7K | 34.9% |
| STEPHENS INC /AR/ | 9,246 | +824 | $543.8K | +$75.2K | 9.8% |
| Global Retirement Partners, LLC | 2,005 | +1,174 | $117.9K | +$71.7K | 141.3% |
| Canada Post Corp Registered Pension Plan | 3,990 | +830 | $234.7K | +$69.6K | 26.3% |
| Chicago Capital, LLC | 4,952 | +952 | $291.2K | +$68.7K | 23.8% |
| ANGELES WEALTH MANAGEMENT, LLC | 6,530 | +827 | $384.0K | +$66.8K | 14.5% |
| BROADWATER CAPITAL MANAGEMENT LLC | 11,490 | +10,090 | $96.2K | -$63.3K | 720.7% |
| JONES FINANCIAL COMPANIES LLLP | 6,201 | +388 | $364.7K | +$62.8K | 6.7% |
| SUMMITRY LLC | 5,134 | +829 | $301.9K | +$62.4K | 19.3% |
| ROTHSCHILD INVESTMENT LLC | 18,651 | +45 | $1.1M | +$61.8K | 0.2% |
| Norinchukin Bank, The | 9,490 | +523 | $558.1K | +$59.3K | 5.8% |
| TRUST POINT INC. | 13,425 | +271 | $789.5K | +$57.8K | 2.1% |
| Wealthfront Advisers LLC | 4,572 | +728 | $268.9K | +$55.0K | 18.9% |
| Sequoia Financial Advisors, LLC | 11,405 | +310 | $670.7K | +$53.5K | 2.8% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 4,075,194 | +725,050 | $239.7K | +$53.3K | 21.6% |
| Private Advisor Group, LLC | 7,036 | +469 | $413.8K | +$48.4K | 7.1% |
| Silvercrest Asset Management Group LLC | 11,336 | +222 | $666.7K | +$48.4K | 2.0% |
| Meeder Advisory Services, Inc. | 4,875 | +587 | $286.7K | +$48.1K | 13.7% |
| BROWN BROTHERS HARRIMAN & CO | 1,691 | +753 | $99.4K | +$47.3K | 80.3% |
| Sage Mountain Advisors LLC | 5,086 | +496 | $299.1K | +$43.8K | 10.8% |
| MERCER GLOBAL ADVISORS INC /ADV | 11,426 | +125 | $672.0K | +$43.3K | 1.1% |
| Kestra Advisory Services, LLC | 7,956 | +257 | $467.9K | +$39.6K | 3.3% |
| Ethic Inc. | 5,259 | +367 | $309.3K | +$37.1K | 7.5% |
| NATIXIS ADVISORS, LLC | 753,280 | +611,892 | $44.3K | +$36.4K | 432.8% |
| HUB Investment Partners, LLC | 5,591 | +298 | $328.8K | +$34.4K | 5.6% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1,991 | +416 | $117.1K | +$29.5K | 26.4% |
| Asset Management One Co., Ltd. | 5,752 | +153 | $340.7K | +$29.3K | 2.7% |
| Itau Unibanco Holding S.A. | 1,009 | +453 | $59.3K | +$28.4K | 81.5% |
| Farther Finance Advisors, LLC | 2,264 | +381 | $133.2K | +$28.4K | 20.2% |
| Accredited Investors Inc. | 6,052 | +161 | $355.9K | +$28.2K | 2.7% |
| SIGNATUREFD, LLC | 2,954 | +330 | $173.7K | +$27.8K | 12.6% |
| OPPENHEIMER & CO INC | 5,351 | +181 | $314.7K | +$27.1K | 3.5% |
| Baker Avenue Asset Management, LP | 6,209 | +108 | $365.1K | +$25.8K | 1.8% |
| HighTower Advisors, LLC | 5,277 | +138 | $310.4K | +$24.5K | 2.7% |
| Steward Partners Investment Advisory, LLC | 3,091 | +216 | $181.8K | +$21.8K | 7.5% |
| MAI Capital Management | 938 | +291 | $55.2K | +$19.2K | 45.0% |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 507,232 | +295,400 | $29.8K | +$18.0K | 139.4% |
| Valeo Financial Advisors, LLC | 4,238 | +78 | $249.2K | +$17.8K | 1.9% |
| Advisory Alpha, LLC | 4,565 | +441 | $268.5K | +$12.4K | 10.7% |
| Horizon Investments, LLC | 2,523 | +59 | $148.4K | +$11.3K | 2.4% |
| Parallel Advisors, LLC | 1,711 | +93 | $100.6K | +$10.6K | 5.7% |
| Quarry LP | 810 | +118 | $47.6K | +$9.1K | 17.1% |
| Root Financial Partners, LLC | 263 | +137 | $15.5K | +$8.5K | 108.7% |
| UMB Bank, n.a. | 1,776 | +36 | $104.4K | +$7.7K | 2.1% |
| SG Americas Securities, LLC | 136,638 | +126,702 | $8.0K | +$7.5K | 1275.2% |
| Sound Income Strategies, LLC | 648 | +24 | $44.5K | +$7.1K | 3.8% |
| Prestige Wealth Management Group LLC | 137 | +95 | $8.9K | +$6.6K | 226.2% |
| Washington Trust Advisors, Inc. | 121 | +108 | $7.1K | +$6.4K | 830.8% |
| Financial Network Wealth Advisors LLC | 372 | +86 | $21.9K | +$6.0K | 30.1% |
| MassMutual Private Wealth & Trust, FSB | 1,042 | +33 | $61.3K | +$5.1K | 3.3% |
| ASSETMARK, INC | 1,539 | +3 | $90.5K | +$5.1K | 0.2% |
| Blue Trust, Inc. | 499 | +46 | $29.3K | +$4.1K | 10.2% |
| WHITTIER TRUST CO OF NEVADA INC | 962 | +29 | $62.8K | +$4.1K | 3.1% |
| BESSEMER GROUP INC | 71,684 | +59,966 | $4.2K | +$3.6K | 511.7% |
| Thrivent Financial for Lutherans | 269,186 | +43,366 | $15.8K | +$3.3K | 19.2% |
| LORD, ABBETT & CO. LLC | 297,363 | +36,509 | $17.5K | +$3.0K | 14.0% |
| JFS WEALTH ADVISORS, LLC | 51 | +49 | $3.0K | +$2.9K | 2450.0% |
| CYBER HORNET ETFs LLC | 455 | +21 | $26.8K | +$2.6K | 4.8% |
| VAN ECK ASSOCIATES CORP | 263,887 | +30,646 | $15.5K | +$2.5K | 13.1% |
| EverSource Wealth Advisors, LLC | 501 | +9 | $29.5K | +$2.1K | 1.8% |
| BI Asset Management Fondsmaeglerselskab A/S | 323,805 | +18,718 | $19.0K | +$2.1K | 6.1% |
| Handelsbanken Fonder AB | 71,137 | +28,789 | $4.2K | +$1.8K | 68.0% |
| FIRST HORIZON CORP | 81 | +28 | $4.8K | +$1.8K | 52.8% |
| Financial Freedom, LLC | 406 | +1 | $23.9K | +$1.3K | 0.2% |
| Bare Financial Services, Inc | 40 | +17 | $2.4K | +$1.1K | 73.9% |
| Larson Financial Group LLC | 85 | +13 | $5.0K | +$994 | 18.1% |
| DiNuzzo Private Wealth, Inc. | 16 | +9 | $941 | +$558 | 128.6% |
| Spire Wealth Management | 134 | +2 | $7.9K | +$538 | 1.5% |
| SouthState Corp | 60 | +5 | $3.5K | +$469 | 9.1% |
| Rialto Wealth Management, LLC | 19 | +7 | $1.1K | +$450 | 58.3% |
| Daiwa Securities Group Inc. | 85,479 | +3,121 | $5.0K | +$445 | 3.8% |
| Rakuten Securities, Inc. | 28 | +6 | $1.6K | +$423 | 27.3% |
| SBI Securities Co., Ltd. | 84 | +2 | $4.9K | +$378 | 2.4% |
| Bay Harbor Wealth Management, LLC | 12 | +6 | $705 | +$372 | 100.0% |
| Dunhill Financial, LLC | 8 | +5 | $476 | +$294 | 166.7% |
| HFM Investment Advisors, LLC | 6 | +4 | $353 | +$242 | 200.0% |
| Quantitative Investment Management, LLC | 12,369 | +3,488 | $727 | +$233 | 39.3% |
| Quaker Wealth Management, LLC | 10 | +3 | $589 | +$199 | 42.9% |
| WestEnd Advisors, LLC | 7 | +3 | $412 | +$189 | 75.0% |
| HANTZ FINANCIAL SERVICES, INC. | 17,984 | +1,973 | $1.1K | +$167 | 12.3% |
| CX Institutional | 3,995 | +806 | $235 | +$58 | 25.3% |
| PARK AVENUE SECURITIES LLC | 5,286 | +478 | $311 | +$44 | 9.9% |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 2,880 | +268 | $169 | +$24 | 10.3% |
| GW&K Investment Management, LLC | 160 | +10 | $9 | +$1 | 6.7% |