FCHI8,141.92-0.19%
GDAXI24,083.53-0.19%
DJI49,167.79-0.13%
XLE56.980.37%
STOXX50E5,860.32-0.39%
XLF51.860.10%
FTSE10,321.09-0.56%
IXIC24,887.100.20%
RUT2,788.190.04%
GSPC7,173.910.12%
Temp28.2°C
UV0
Feels31.9°C
Humidity70%
Wind13 km/h
Air QualityAQI 1
Cloud Cover50%
Rain0%
Sunrise06:00 AM
Sunset06:47 PM
Time9:20 PM
13F QoQ Ownership Changes

TRC Institutional Holders

Period 2025-12-31 · prior 2025-09-30 · 26 new · 31 added · 67 reduced · 11 exited

New Positions(26)

ManagerSharesΔ SharesValueΔ Value% Δ
Nitor Capital Management LLC1,346,056+1,346,056$21.2M+$21.2M
Almitas Capital LLC93,137+93,137$1.5M+$1.5M
SEI INVESTMENTS CO84,933+84,933$1.3M+$1.3M
Topline Capital Management, LLC80,273+80,273$1.3M+$1.3M
SUSQUEHANNA INTERNATIONAL GROUP, LLP35,500+35,500$559.8K+$559.8K
MILLENNIUM MANAGEMENT LLC24,645+24,645$388.7K+$388.7K
Clayton Partners LLC17,709+17,709$279.3K+$279.3K
CITADEL ADVISORS LLC16,233+16,233$256.0K+$256.0K
Dynamic Technology Lab Private Ltd12,106+12,106$191.0K+$191.0K
Campbell & CO Investment Adviser LLC10,973+10,973$173.0K+$173.0K
Eurizon Capital SGR S.p.A.5,505+5,505$86.9K+$86.9K
Quent Capital, LLC3,851+3,851$60.7K+$60.7K
Princeton Global Asset Management LLC1,000+1,000$15.8K+$15.8K
UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC641+641$10.1K+$10.1K
Allworth Financial LP543+543$8.6K+$8.6K
Legacy Wealth Managment, LLC/ID448+448$7.1K+$7.1K
Quattro Advisors LLC202+202$3.2K+$3.2K
JONES FINANCIAL COMPANIES LLLP74+74$1.2K+$1.2K
Physician Wealth Advisors, Inc.51+51$805+$805
LOS ANGELES CAPITAL MANAGEMENT LLC50+50$794+$794
QUADRANT CAPITAL GROUP LLC42+42$663+$663
Transamerica Financial Advisors, LLC16+16$252+$252
IFP Advisors, Inc14+14$223+$223
MAI Capital Management14+14$221+$221
Farther Finance Advisors, LLC1+1$16+$16
Dunhill Financial, LLC1+1$10+$10

Added To(31)

ManagerSharesΔ SharesValueΔ Value% Δ
GAMCO INVESTORS, INC. ET AL732,826+56,800$11.6M+$753.8K8.4%
VANGUARD GROUP INC2,138,336+22$33.7M-$448.7K0.0%
GABELLI FUNDS LLC263,000+28,000$4.1M+$392.2K11.9%
Creative Planning57,669+24,875$909.4K+$385.4K75.8%
Sterling Capital Management LLC22,663+21,211$357.4K+$334.2K1460.8%
NEUBERGER BERMAN GROUP LLC110,956+18,220$1.7M+$267.9K19.6%
Accordant Advisory Group Inc49,528+15,834$781.1K+$242.6K47.0%
BlackRock, Inc.1,590,167+34,824$25.1M+$222.6K2.2%
LEE DANNER & BASS INC57,500+10,500$906.8K+$155.7K22.3%
Bulldog Investors, LLP791,492+1,032$12.5M-$149.7K0.1%
BANK OF AMERICA CORP /DE/34,120+8,890$538.1K+$134.9K35.2%
Oppenheimer & Close, LLC141,681+10,000$2.2M+$130.0K7.6%
BARCLAYS PLC35,013+5,392$593.8K+$120.5K18.2%
Quantinno Capital Management LP69,459+7,642$1.1M+$107.5K12.4%
Concurrent Investment Advisors, LLC446,595+1,155$7.0M-$75.3K0.3%
DEUTSCHE BANK AG\14,110+3,786$222.5K+$57.5K36.7%
Bank of New York Mellon Corp73,284+4,282$1.2M+$53.0K6.2%
FOUNDATION RESOURCE MANAGEMENT INC494,801+9,721$7.8M+$51.4K2.0%
WELLS FARGO & COMPANY/MN24,537+2,960$386.9K+$42.1K13.7%
AQR CAPITAL MANAGEMENT LLC11,970+1,265$188.8K+$17.7K11.8%
NISA INVESTMENT ADVISORS, LLC840+754$13.2K+$11.9K876.7%
Versant Capital Management, Inc1,500+714$23.7K+$11.1K90.8%
Russell Investments Group, Ltd.2,450+454$38.6K+$6.7K22.7%
CIBC WORLD MARKET INC.102,150+1,000$1.6M-$5.5K1.0%
SIGNATUREFD, LLC331+136$5.2K+$2.1K69.7%
HighTower Advisors, LLC10,021+1$158.0K-$2.1K0.0%
FMR LLC640+86$10.1K+$1.2K15.5%
True Wealth Design, LLC63+15$994+$22631.3%
PRICE T ROWE ASSOCIATES INC /MD/31,667+5,738$500+$8522.1%
SG Americas Securities, LLC11,903+1,631$188+$2415.9%
CWM, LLC731+71$12+$110.8%

Reduced(67)

ManagerSharesΔ SharesValueΔ Value% Δ
UBS Group AG69,790-238,097$1.1M-$3.8M-77.3%
DIMENSIONAL FUND ADVISORS LP1,553,216-73,902$24.5M-$1.5M-4.5%
Royal Bank of Canada1,011-81,911$16.0K-$1.4M-98.8%
RENAISSANCE TECHNOLOGIES LLC332,826-68,822$5.2M-$1.2M-17.1%
TWO SIGMA INVESTMENTS, LP18,720-63,499$295.2K-$1.0M-77.2%
JANE STREET GROUP, LLC11,600-54,775$182.9K-$877.7K-82.5%
TOWERVIEW LLC3,845,5000$60.6M-$807.6K0.0%
HORIZON KINETICS ASSET MANAGEMENT LLC1,912,573-1,405$30.2M-$424.1K-0.1%
D. E. Shaw & Co., Inc.45,448-15,602$716.7K-$258.9K-25.6%
NORTHERN TRUST CORP186,321-12,687$2.9M-$241.9K-6.4%
JPMORGAN CHASE & CO8,636-10,936$136.2K-$176.6K-55.9%
STATE STREET CORP498,734-3,061$7.9M-$153.6K-0.6%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC194,377-6,298$3.1M-$141.5K-3.1%
MORGAN STANLEY129,550-6,140$2.0M-$125.3K-4.5%
GEODE CAPITAL MANAGEMENT, LLC584,442-92$9.2M-$124.3K-0.0%
CITIGROUP INC14,407-7,013$227.2K-$115.1K-32.7%
BNP PARIBAS FINANCIAL MARKETS6,605-6,925$104.2K-$112.0K-51.2%
XTX Topco Ltd12,422-6,107$195.9K-$100.2K-33.0%
Brandywine Global Investment Management, LLC108,992-4,000$1.7M-$86.8K-3.5%
GOLDMAN SACHS GROUP INC68,472-4,033$1.1M-$78.8K-5.6%
ROYCE & ASSOCIATES LP313,8180$4.9M-$65.9K0.0%
RHUMBLINE ADVISERS28,791-3,203$454.0K-$57.2K-10.0%
Invesco Ltd.26,830-2,405$423.1K-$44.1K-8.2%
Teton Advisors, LLC82,000-1,000$1.3M-$33.2K-1.2%
NEW YORK STATE COMMON RETIREMENT FUND6,277-1,600$99.0K-$26.9K-20.3%
LEVIN CAPITAL STRATEGIES, L.P.101,772-290$1.6M-$26.0K-0.3%
Tower Research Capital LLC (TRC)715-1,158$11.3K-$18.7K-61.8%
Arax Advisory Partners251-1,029$4.0K-$16.5K-80.4%
AMERICAN CENTURY COMPANIES INC57,648-71$909.1K-$13.2K-0.1%
Nuveen, LLC53,8590$849.4K-$11.3K0.0%
REIK & CO., LLC46,8790$739.3K-$9.8K0.0%
EverSource Wealth Advisors, LLC73-564$1.2K-$9.0K-88.5%
Steward Partners Investment Advisory, LLC133-553$2.1K-$8.9K-80.6%
AlphaQuest LLC981-353$15.5K-$5.8K-26.5%
CIBC Private Wealth Group LLC13,804-120$217.7K-$4.8K-0.9%
ALLIANCEBERNSTEIN L.P.21,0220$331.5K-$4.4K0.0%
GAMMA Investing LLC645-266$10.2K-$4.4K-29.2%
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.9,771-114$154.1K-$3.9K-1.1%
US BANCORP \DE\2,029-200$32.0K-$3.6K-9.0%
FIRST MANHATTAN CO. LLC.15,6000$246.0K-$3.3K0.0%
Arbiter Partners Capital Management LLC13,7420$216.7K-$2.9K0.0%
Legal & General Group Plc1,796-153$28.3K-$2.8K-7.8%
Optiver Holding B.V.172-174$2.7K-$2.8K-50.3%
MetLife Investment Management, LLC11,9470$188.4K-$2.5K0.0%
PNC Financial Services Group, Inc.928-108$14.6K-$1.9K-10.4%
OSAIC HOLDINGS, INC.8720$13.8K-$1.2K0.0%
Police & Firemen's Retirement System of New Jersey5,3870$85.0K-$1.1K0.0%
STRS OHIO4,1000$64.7K-$8610.0%
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM1,294-16$20.4K-$528-1.2%
SIMPLEX TRADING, LLC29-32$457+$457-52.5%
Ameritas Investment Partners, Inc.2,0660$32.6K-$4340.0%
NBC SECURITIES, INC.1,6280$25.7K-$3420.0%
COMERICA BANK1,2260$19.3K-$2580.0%
NewEdge Advisors, LLC7000$11.0K-$1470.0%
TRUST CO OF TOLEDO NA /OH/4000$6.3K-$840.0%
Key Financial Inc2830$4.5K-$400.0%
HUNTINGTON NATIONAL BANK1560$2.5K-$330.0%
Larson Financial Group LLC1430$2.3K-$300.0%
Cheviot Value Management, LLC1200$1.9K+$230.0%
Parallel Advisors, LLC670$1.1K-$140.0%
Covestor Ltd21,399-56$337-$6-0.3%
Smartleaf Asset Management LLC230$364-$40.0%
Private Wealth Asset Management, LLC130$205-$30.0%
WHITTIER TRUST CO110$175-$30.0%
AMALGAMATED BANK661-64$10-$2-8.8%
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO5,7560$91-$10.0%
GHP Investment Advisors, Inc.10$16$00.0%

Sold Out(11)

ManagerSharesΔ SharesValueΔ Value% Δ
CenterBook Partners LP0-24,558$0-$392.4K
ExodusPoint Capital Management, LP0-22,039$0-$352.2K
CIBC Bancorp USA Inc.0-17,216$0-$275.1K
TWO SIGMA ADVISERS, LP0-15,700$0-$250.9K
FRANKLIN RESOURCES INC0-13,704$0-$219.0K
Alan B Lancz & Associates, Inc.0-10,373$0-$165.8K
Tortoise Investment Management, LLC0-9,300$0-$148.6K
Manchester Capital Management LLC0-1,537$0-$24.6K
ROTHSCHILD INVESTMENT LLC0-58$0-$927
Quarry LP0-15$0-$240
Advisory Services Network, LLC0-14$0-$224