13F QoQ Ownership Changes
UNF Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 72 new · 81 added · 164 reduced · 58 exited
New Positions(72)
Added To(81)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| Engine Capital Management, LP | 459,871 | +397,772 | $88.7M | +$78.3M | 640.5% |
| BRANDES INVESTMENT PARTNERS, LP | 367,786 | +228,586 | $70.9M | +$47.7M | 164.2% |
| FIRST TRUST ADVISORS LP | 451,194 | +143,853 | $87.0M | +$35.7M | 46.8% |
| River Road Asset Management, LLC | 865,014 | +75,524 | $166.9M | +$34.9M | 9.6% |
| DIMENSIONAL FUND ADVISORS LP | 787,418 | +14,751 | $151.9M | +$22.7M | 1.9% |
| AMERIPRISE FINANCIAL INC | 105,540 | +73,172 | $20.4M | +$15.0M | 226.1% |
| AMERICAN CENTURY COMPANIES INC | 78,306 | +73,796 | $15.1M | +$14.4M | 1636.3% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 73,179 | +69,079 | $14.1M | +$13.4M | 1684.8% |
| Topline Capital Management, LLC | 158,117 | +35,736 | $30.5M | +$10.0M | 29.2% |
| FMR LLC | 52,672 | +36,577 | $10.2M | +$7.5M | 227.3% |
| GOLDMAN SACHS GROUP INC | 64,254 | +25,912 | $12.4M | +$6.0M | 67.6% |
| Quinn Opportunity Partners LLC | 73,300 | +22,808 | $14.1M | +$5.7M | 45.2% |
| Ulysses Management LLC | 51,241 | +23,260 | $9.9M | +$5.2M | 83.1% |
| RAYMOND JAMES FINANCIAL INC | 88,381 | +13,449 | $17.0M | +$4.5M | 17.9% |
| Tribune Investment Group LP | 40,000 | +15,000 | $7.7M | +$3.5M | 60.0% |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 19,107 | +17,739 | $3.7M | +$3.5M | 1296.7% |
| CITADEL ADVISORS LLC | 40,149 | +11,702 | $7.7M | +$3.0M | 41.1% |
| COMERICA BANK | 31,163 | +12,465 | $6.0M | +$2.9M | 66.7% |
| WELLS FARGO & COMPANY/MN | 103,694 | +1,171 | $20.0M | +$2.9M | 1.1% |
| PRINCIPAL FINANCIAL GROUP INC | 86,489 | +3,365 | $16.7M | +$2.8M | 4.0% |
| Vest Financial, LLC | 31,785 | +11,278 | $6.1M | +$2.7M | 55.0% |
| UBS Group AG | 44,107 | +7,791 | $8.5M | +$2.4M | 21.4% |
| TEACHER RETIREMENT SYSTEM OF TEXAS | 41,161 | +7,106 | $7.9M | +$2.2M | 20.9% |
| MARSHALL WACE, LLP | 16,367 | +9,624 | $3.2M | +$2.0M | 142.7% |
| BLAIR WILLIAM & CO/IL | 28,292 | +7,642 | $5.5M | +$2.0M | 37.0% |
| BARCLAYS PLC | 30,608 | +7,180 | $5.8M | +$1.8M | 30.6% |
| Squarepoint Ops LLC | 18,177 | +6,276 | $3.5M | +$1.5M | 52.7% |
| Creative Planning | 13,507 | +6,596 | $2.6M | +$1.5M | 95.4% |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 37,919 | +1,701 | $7.3M | +$1.3M | 4.7% |
| Pullen Investment Management, LLC | 13,845 | +5,192 | $2.7M | +$1.2M | 60.0% |
| THIRD AVENUE MANAGEMENT LLC | 28,434 | +2,505 | $5.5M | +$1.2M | 9.7% |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 7,178 | +5,887 | $1.4M | +$1.2M | 456.0% |
| UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC | 29,047 | +1,397 | $5.6M | +$980.4K | 5.0% |
| Russell Investments Group, Ltd. | 22,717 | +1,591 | $4.4M | +$850.2K | 7.5% |
| Swiss National Bank | 29,500 | +500 | $5.7M | +$842.0K | 1.7% |
| CANADA PENSION PLAN INVESTMENT BOARD | 4,500 | +4,100 | $868.0K | +$801.2K | 1025.0% |
| Quantinno Capital Management LP | 4,576 | +2,967 | $882.8K | +$613.7K | 184.4% |
| State of New Jersey Common Pension Fund D | 13,590 | +1,412 | $2.6M | +$585.5K | 11.6% |
| RBF Capital, LLC | 4,000 | +2,000 | $771.6K | +$437.2K | 100.0% |
| MARTIN & CO INC /TN/ | 13,832 | +250 | $2.7M | +$397.4K | 1.8% |
| DAVENPORT & Co LLC | 7,115 | +937 | $1.4M | +$339.6K | 15.2% |
| Voya Investment Management LLC | 12,621 | +76 | $2.4M | +$337.2K | 0.6% |
| Atria Investments, Inc | 8,955 | +621 | $1.7M | +$334.0K | 7.5% |
| Holocene Advisors, LP | 3,596 | +1,444 | $693.7K | +$333.9K | 67.1% |
| Rockefeller Capital Management L.P. | 1,681 | +1,622 | $324.5K | +$314.7K | 2749.2% |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 10,406 | +3 | $2.0M | +$268.0K | 0.0% |
| PNC Financial Services Group, Inc. | 6,876 | +51 | $1.3M | +$185.4K | 0.7% |
| PANAGORA ASSET MANAGEMENT INC | 6,238 | +78 | $1.2M | +$173.4K | 1.3% |
| NISA INVESTMENT ADVISORS, LLC | 6,294 | +5 | $1.2M | +$165.0K | 0.1% |
| &PARTNERS | 3,809 | +435 | $734.8K | +$158.3K | 12.9% |
| Gallagher Fiduciary Advisors, LLC | 3,701 | +265 | $714.0K | +$139.6K | 7.7% |
| NEUBERGER BERMAN GROUP LLC | 4,079 | +96 | $786.8K | +$120.9K | 2.4% |
| MERCER GLOBAL ADVISORS INC /ADV | 2,153 | +367 | $415.3K | +$116.7K | 20.5% |
| KLP KAPITALFORVALTNING AS | 3,200 | +200 | $618.3K | +$116.7K | 6.7% |
| Pictet Asset Management Holding SA | 2,521 | +307 | $486.3K | +$116.1K | 13.9% |
| MAI Capital Management | 750 | +482 | $144.7K | +$99.9K | 179.8% |
| State of Wyoming | 1,067 | +284 | $205.8K | +$74.9K | 36.3% |
| ProShare Advisors LLC | 2,847 | +6 | $549.2K | +$74.2K | 0.2% |
| Diversified Trust Co | 1,734 | +164 | $334.5K | +$72.0K | 10.4% |
| OLD NATIONAL BANCORP /IN/ | 1,773 | +98 | $342.0K | +$62.0K | 5.8% |
| Caitong International Asset Management Co., Ltd | 377 | +311 | $72.7K | +$61.7K | 471.2% |
| Global Retirement Partners, LLC | 1,314 | +110 | $253.5K | +$52.2K | 9.1% |
| GAMMA Investing LLC | 367 | +248 | $70.8K | +$50.9K | 208.4% |
| AE Wealth Management LLC | 1,246 | +11 | $240.4K | +$34.0K | 0.9% |
| Tower Research Capital LLC (TRC) | 852 | +13 | $164.4K | +$24.1K | 1.5% |
| COOPER CREEK PARTNERS MANAGEMENT LLC | 291,976 | +77,869 | $56.3K | +$20.5K | 36.4% |
| Versant Capital Management, Inc | 157 | +97 | $30.3K | +$20.3K | 161.7% |
| HUNTINGTON NATIONAL BANK | 400 | +13 | $77.2K | +$12.5K | 3.4% |
| NATIXIS ADVISORS, LLC | 157,085 | +13,782 | $30.3K | +$6.3K | 9.6% |
| Farther Finance Advisors, LLC | 37 | +31 | $7.1K | +$6.1K | 516.7% |
| UMB Bank, n.a. | 70 | +20 | $13.5K | +$5.1K | 40.0% |
| BESSEMER GROUP INC | 21,164 | +19,383 | $4.1K | +$3.8K | 1088.3% |
| Root Financial Partners, LLC | 54 | +7 | $10.4K | +$2.6K | 14.9% |
| Retirement Wealth Solutions LLC | 16 | +9 | $3.1K | +$1.9K | 128.6% |
| SG Americas Securities, LLC | 8,490 | +3,840 | $1.6K | +$861 | 82.6% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 17,164 | +517 | $3.3K | +$527 | 3.1% |
| HFM Investment Advisors, LLC | 2 | +1 | $386 | +$219 | 100.0% |
| PARK AVENUE SECURITIES LLC | 3,178 | +164 | $613 | +$109 | 5.4% |
| Covestor Ltd | 768 | +81 | $148 | +$33 | 11.8% |
| HANTZ FINANCIAL SERVICES, INC. | 47 | +40 | $9 | +$8 | 571.4% |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 52 | +4 | $10 | +$2 | 8.3% |