13F QoQ Ownership Changes
TORO Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 84 new · 150 added · 302 reduced · 59 exited
New Positions(84)
Added To(150)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| Allspring Global Investments Holdings, LLC | 3,960,709 | +565,948 | $317.5M | +$59.7M | 16.7% |
| GOLDMAN SACHS GROUP INC | 807,839 | +603,181 | $63.6M | +$48.0M | 294.7% |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 8,132,150 | +230,275 | $640.2M | +$38.0M | 2.9% |
| VANGUARD GROUP INC | 10,354,519 | +118,674 | $815.1M | +$35.1M | 1.1% |
| Amundi | 1,467,362 | +299,794 | $115.5M | +$26.5M | 25.7% |
| FMR LLC | 1,455,548 | +280,883 | $114.6M | +$25.1M | 23.9% |
| NORGES BANK | 498,357 | +333,685 | $39.2M | +$24.9M | 202.6% |
| MILLENNIUM MANAGEMENT LLC | 284,031 | +236,796 | $22.4M | +$18.8M | 501.3% |
| Robeco Institutional Asset Management B.V. | 281,700 | +227,116 | $22.2M | +$18.0M | 416.1% |
| Bank of New York Mellon Corp | 1,175,113 | +141,287 | $92.5M | +$13.7M | 13.7% |
| SEI INVESTMENTS CO | 512,133 | +133,543 | $40.3M | +$11.5M | 35.3% |
| Gotham Asset Management, LLC | 253,001 | +135,928 | $19.9M | +$11.0M | 116.1% |
| AMERIPRISE FINANCIAL INC | 317,239 | +109,809 | $25.0M | +$9.2M | 52.9% |
| DIAMOND HILL CAPITAL MANAGEMENT INC | 273,318 | +105,436 | $21.5M | +$8.7M | 62.8% |
| AMERICAN CENTURY COMPANIES INC | 1,718,833 | +46,366 | $135.3M | +$7.9M | 2.8% |
| Bridgewater Associates, LP | 102,156 | +82,175 | $8.0M | +$6.5M | 411.3% |
| DIMENSIONAL FUND ADVISORS LP | 1,673,986 | +27,207 | $131.8M | +$6.3M | 1.6% |
| GEODE CAPITAL MANAGEMENT, LLC | 1,933,066 | +16,913 | $152.2M | +$6.2M | 0.9% |
| Freestone Grove Partners LP | 590,821 | +61,309 | $46.5M | +$6.2M | 11.6% |
| Nuveen, LLC | 294,984 | +61,343 | $23.2M | +$5.4M | 26.3% |
| Campbell & CO Investment Adviser LLC | 64,783 | +52,457 | $5.1M | +$4.2M | 425.6% |
| Hillsdale Investment Management Inc. | 55,630 | +44,030 | $4.4M | +$3.5M | 379.6% |
| CHILTON INVESTMENT CO INC. | 91,995 | +39,177 | $7.2M | +$3.2M | 74.2% |
| XTX Topco Ltd | 43,040 | +40,139 | $3.4M | +$3.2M | 1383.6% |
| DEPRINCE RACE & ZOLLO INC | 477,113 | +24,888 | $37.6M | +$3.1M | 5.5% |
| NATIXIS | 107,488 | +36,293 | $8.5M | +$3.0M | 51.0% |
| Swedbank AB | 370,000 | +26,000 | $29.1M | +$2.9M | 7.5% |
| ExodusPoint Capital Management, LP | 54,564 | +33,885 | $4.3M | +$2.7M | 163.9% |
| RENAISSANCE TECHNOLOGIES LLC | 667,100 | +11,200 | $52.5M | +$2.5M | 1.7% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 689,602 | +9,552 | $54.3M | +$2.5M | 1.4% |
| CITADEL ADVISORS LLC | 511,609 | +14,678 | $40.3M | +$2.4M | 3.0% |
| PRUDENTIAL FINANCIAL INC | 38,708 | +28,223 | $3.0M | +$2.2M | 269.2% |
| Man Group plc | 339,010 | +14,698 | $26.7M | +$2.0M | 4.5% |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 241,309 | +17,292 | $19.0M | +$1.9M | 7.7% |
| Squarepoint Ops LLC | 29,196 | +23,880 | $2.3M | +$1.9M | 449.2% |
| Epoch Investment Partners, Inc. | 683,433 | +1,291 | $53.8M | +$1.8M | 0.2% |
| MACKENZIE FINANCIAL CORP | 32,629 | +19,941 | $2.6M | +$1.6M | 157.2% |
| Mariner, LLC | 157,205 | +13,740 | $12.4M | +$1.4M | 9.6% |
| Magnetar Financial LLC | 34,686 | +16,861 | $2.7M | +$1.4M | 94.6% |
| LAZARD ASSET MANAGEMENT LLC | 380,195 | +5,413 | $29.9M | +$1.4M | 1.4% |
| Voya Investment Management LLC | 34,800 | +15,494 | $2.7M | +$1.3M | 80.3% |
| Empowered Funds, LLC | 20,218 | +15,259 | $1.6M | +$1.2M | 307.7% |
| Creative Planning | 57,697 | +12,911 | $4.5M | +$1.1M | 28.8% |
| Versor Investments LP | 16,337 | +13,337 | $1.3M | +$1.1M | 444.6% |
| Illinois Municipal Retirement Fund | 53,794 | +11,984 | $4.2M | +$1.0M | 28.7% |
| Crossmark Global Holdings, Inc. | 23,009 | +12,881 | $1.8M | +$1.0M | 127.2% |
| COMMONWEALTH EQUITY SERVICES, LLC | 12,800 | +91 | $1.0M | +$1.0M | 0.7% |
| Caisse de depot et placement du Quebec | 83,503 | +10,403 | $6.6M | +$1.0M | 14.2% |
| Brandywine Global Investment Management, LLC | 25,044 | +11,139 | $2.0M | +$911.9K | 80.1% |
| PANAGORA ASSET MANAGEMENT INC | 23,110 | +10,449 | $1.8M | +$854.5K | 82.5% |
| Aristides Capital LLC | 13,312 | +9,771 | $1.0M | +$778.1K | 275.9% |
| Mitsubishi UFJ Trust & Banking Corp | 10,372 | +8,988 | $816.5K | +$711.0K | 649.4% |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 31,636 | +8,060 | $2.5M | +$699.6K | 34.2% |
| California Public Employees Retirement System | 207,353 | +2,300 | $16.3M | +$697.8K | 1.1% |
| Willis Investment Counsel | 25,896 | +8,243 | $2.0M | +$693.4K | 46.7% |
| Swiss National Bank | 192,900 | +1,600 | $15.2M | +$608.0K | 0.8% |
| M&T Bank Corp | 15,769 | +6,944 | $1.2M | +$568.7K | 78.7% |
| GAMCO INVESTORS, INC. ET AL | 110,580 | +3,800 | $8.7M | +$568.2K | 3.5% |
| DARK FOREST CAPITAL MANAGEMENT LP | 45,283 | +5,771 | $3.6M | +$553.9K | 14.6% |
| Farther Finance Advisors, LLC | 18,108 | +5,634 | $1.4M | +$475.0K | 45.2% |
| KLP KAPITALFORVALTNING AS | 37,700 | +4,800 | $3.0M | +$473.3K | 14.6% |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 27,504 | +5,080 | $2.2M | +$456.4K | 22.6% |
| Curi Capital, LLC | 10,836 | +5,232 | $857.0K | +$430.0K | 93.4% |
| CI INVESTMENTS INC. | 4,758 | +336 | $374.6K | +$374.2K | 7.6% |
| LPL Financial LLC | 64,829 | +2,709 | $5.1M | +$369.8K | 4.4% |
| FRANKLIN RESOURCES INC | 103,472 | +1,273 | $8.1M | +$357.8K | 1.2% |
| Russell Investments Group, Ltd. | 125,625 | +410 | $9.9M | +$347.8K | 0.3% |
| Oak Thistle LLC | 20,739 | +3,207 | $1.6M | +$296.6K | 18.3% |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 44,260 | +2,350 | $3.5M | +$290.6K | 5.6% |
| Union Bancaire Privee, UBP SA | 8,439 | +3,445 | $667.8K | +$286.3K | 69.0% |
| Meiji Yasuda Asset Management Co Ltd. | 61,155 | +1,583 | $4.8M | +$274.7K | 2.6% |
| iSAM Funds (UK) Ltd | 4,878 | +3,347 | $384.0K | +$267.3K | 218.6% |
| JANUS HENDERSON GROUP PLC | 43,308 | +2,066 | $3.4M | +$265.3K | 5.0% |
| OSAIC HOLDINGS, INC. | 19,714 | +3,160 | $1.6M | +$263.1K | 19.1% |
| DEUTSCHE BANK AG\ | 12,438 | +2,852 | $979.1K | +$248.7K | 29.8% |
| Corient Private Wealth LLC | 144,478 | +128,876 | $948.1K | -$240.8K | 826.0% |
| Curated Wealth Partners LLC | 11,165 | +2,555 | $878.9K | +$222.8K | 29.7% |
| GABELLI FUNDS LLC | 65,700 | +500 | $5.2M | +$203.7K | 0.8% |
| Tidal Investments LLC | 22,648 | +1,820 | $1.8M | +$195.8K | 8.7% |
| Rockefeller Capital Management L.P. | 3,723 | +2,435 | $293.2K | +$195.0K | 189.1% |
| Advisory Services Network, LLC | 26,941 | +1,561 | $2.1M | +$186.8K | 6.2% |
| LECAP ASSET MANAGEMENT LTD | 6,750 | +2,186 | $531.4K | +$183.6K | 47.9% |
| Taylor Frigon Capital Management LLC | 16,768 | +1,743 | $1.3M | +$175.1K | 11.6% |
| TD Asset Management Inc | 66,094 | +105 | $5.2M | +$174.6K | 0.1% |
| EVERGREEN CAPITAL MANAGEMENT LLC | 8,578 | +1,885 | $678.1K | +$168.1K | 28.2% |
| Bell Asset Management Ltd | 37,035 | +636 | $2.9M | +$162.5K | 1.7% |
| ANCHOR CAPITAL ADVISORS LLC | 29,944 | +744 | $2.4M | +$132.2K | 2.5% |
| PNC Financial Services Group, Inc. | 21,096 | +994 | $1.7M | +$128.9K | 4.9% |
| CITIGROUP INC | 45,596 | +93 | $3.6M | +$122.0K | 0.2% |
| GHP Investment Advisors, Inc. | 8,719 | +1,282 | $686.4K | +$119.7K | 17.2% |
| Clearstead Advisors, LLC | 3,371 | +1,445 | $265.4K | +$118.6K | 75.0% |
| BOOTHBAY FUND MANAGEMENT, LLC | 4,527 | +1,406 | $356.4K | +$118.5K | 45.0% |
| BURNEY CO/ | 39,894 | +180 | $3.1M | +$114.2K | 0.5% |
| Federation des caisses Desjardins du Quebec | 7,746 | +1,127 | $609.8K | +$105.4K | 17.0% |
| Allianz Asset Management GmbH | 38,780 | +99 | $3.1M | +$105.3K | 0.3% |
| Focus Partners Wealth | 21,916 | +583 | $1.7M | +$100.6K | 2.7% |
| NISA INVESTMENT ADVISORS, LLC | 30,971 | +37 | $2.5M | +$92.9K | 0.1% |
| Walleye Trading LLC | 6,500 | +1,000 | $511.7K | +$92.6K | 18.2% |
| CANADA PENSION PLAN INVESTMENT BOARD | 4,200 | +800 | $330.6K | +$71.5K | 23.5% |
| Stonebridge Capital Advisors LLC | 9,299 | +600 | $732.0K | +$69.2K | 6.9% |
| Sequoia Financial Advisors, LLC | 5,147 | +571 | $405.2K | +$56.5K | 12.5% |
| State of Wyoming | 9,224 | +317 | $726.1K | +$47.4K | 3.5% |
| LOWE BROCKENBROUGH & CO INC | 11,445 | +234 | $901.0K | +$46.7K | 2.1% |
| Brooklyn Investment Group | 3,162 | +475 | $250.1K | +$45.5K | 17.7% |
| Sound Income Strategies, LLC | 2,551 | +24 | $228.4K | +$40.9K | 0.9% |
| GAMMA Investing LLC | 3,476 | +321 | $273.6K | +$33.2K | 10.2% |
| Baird Financial Group, Inc. | 4,423 | +271 | $348.2K | +$31.8K | 6.5% |
| Waverly Advisors, LLC | 3,671 | +259 | $289.0K | +$29.0K | 7.6% |
| JONES FINANCIAL COMPANIES LLLP | 979 | +314 | $77.0K | +$26.2K | 47.2% |
| Central Pacific Bank - Trust Division | 2,400 | +250 | $188.9K | +$25.1K | 11.6% |
| ROTHSCHILD INVESTMENT LLC | 3,609 | +203 | $284.1K | +$24.6K | 6.0% |
| Lido Advisors, LLC | 11,934 | +284 | $910.6K | +$22.8K | 2.4% |
| Envestnet Portfolio Solutions, Inc. | 5,812 | +103 | $457.5K | +$22.5K | 1.8% |
| CIBC WORLD MARKET INC. | 6,879 | +60 | $541.5K | +$21.9K | 0.9% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 1,748,621 | +228,532 | $137.7K | +$21.8K | 15.0% |
| B. Riley Wealth Advisors, Inc. | 3,460 | +165 | $272.4K | +$21.3K | 5.0% |
| UMB Bank, n.a. | 1,293 | +206 | $101.8K | +$19.0K | 18.9% |
| Resonant Capital Advisors, LLC | 3,384 | +119 | $267.7K | +$18.9K | 3.6% |
| Inspire Investing, LLC | 4,148 | +109 | $326.5K | +$18.8K | 2.7% |
| Argent Trust Co | 6,238 | +24 | $491.1K | +$17.5K | 0.4% |
| Aster Capital Management (DIFC) Ltd | 1,352 | +153 | $106.4K | +$15.1K | 12.8% |
| KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT | 5,294 | +15 | $416.7K | +$14.5K | 0.3% |
| Rialto Wealth Management, LLC | 180 | +175 | $14.2K | +$13.8K | 3500.0% |
| CoreCap Advisors, LLC | 257 | +131 | $20.2K | +$10.6K | 104.0% |
| Petros Family Wealth, LLC | 3,755 | +13 | $295.6K | +$10.5K | 0.3% |
| MAI Capital Management | 609 | +113 | $47.9K | +$10.1K | 22.8% |
| AdvisorNet Financial, Inc | 1,809 | +44 | $142.4K | +$7.9K | 2.5% |
| Quarry LP | 1,297 | +46 | $102.1K | +$6.8K | 3.7% |
| STRS OHIO | 2,361 | +4 | $185.9K | +$6.3K | 0.2% |
| CIBC Private Wealth Group LLC | 389 | +59 | $30.6K | +$5.5K | 17.9% |
| MassMutual Private Wealth & Trust, FSB | 287 | +52 | $22.6K | +$4.7K | 22.1% |
| TD Waterhouse Canada Inc. | 878 | +24 | $69.1K | +$4.2K | 2.8% |
| HARBOUR INVESTMENTS, INC. | 1,256 | +7 | $98.9K | +$3.7K | 0.6% |
| Root Financial Partners, LLC | 257 | +33 | $20.2K | +$3.2K | 14.7% |
| JFS WEALTH ADVISORS, LLC | 53 | +27 | $4.2K | +$2.2K | 103.8% |
| Clearstead Trust, LLC | 75 | +21 | $5.9K | +$1.8K | 38.9% |
| ASSETMARK, INC | 53 | +18 | $4.2K | +$1.5K | 51.4% |
| VAN ECK ASSOCIATES CORP | 258,444 | +10,835 | $20.3K | +$1.5K | 4.4% |
| CANADA LIFE ASSURANCE Co | 80,985 | +16,161 | $6.4K | +$1.4K | 24.9% |
| ELEVATION WEALTH PARTNERS, LLC | 85 | +16 | $6.7K | +$1.4K | 23.2% |
| Thrivent Financial for Lutherans | 186,730 | +9,271 | $14.8K | +$1.3K | 5.2% |
| Fortitude Family Office, LLC | 37 | +10 | $2.9K | +$856 | 37.0% |
| Blue Trust, Inc. | 172 | +2 | $13.5K | +$586 | 1.2% |
| Measured Wealth Private Client Group, LLC | 121 | +3 | $9.5K | +$533 | 2.5% |
| FARMERS & MERCHANTS INVESTMENTS INC | 88 | +3 | $6.9K | +$450 | 3.5% |
| Bay Harbor Wealth Management, LLC | 10 | +5 | $789 | +$408 | 100.0% |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 84,239 | +1,136 | $6.6K | +$299 | 1.4% |
| Janney Montgomery Scott LLC | 10,653 | +3,229 | $839 | +$273 | 43.5% |
| WEDBUSH SECURITIES INC | 10,268 | +517 | $808 | +$65 | 5.3% |
| HANTZ FINANCIAL SERVICES, INC. | 2,330 | +235 | $183 | +$23 | 11.2% |