13F QoQ Ownership Changes
UNTY Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 21 new · 47 added · 65 reduced · 14 exited
New Positions(21)
Added To(47)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| VANGUARD GROUP INC | 427,547 | +14,308 | $22.1M | +$1.9M | 3.5% |
| BlackRock, Inc. | 514,970 | +8,277 | $26.6M | +$1.9M | 1.6% |
| Squarepoint Ops LLC | 40,327 | +34,568 | $2.1M | +$1.8M | 600.2% |
| AMERICAN CENTURY COMPANIES INC | 205,419 | +17,316 | $10.6M | +$1.4M | 9.2% |
| KENNEDY CAPITAL MANAGEMENT LLC | 78,738 | +19,468 | $4.1M | +$1.2M | 32.8% |
| ALLIANCEBERNSTEIN L.P. | 358,690 | +1,380 | $18.6M | +$1.1M | 0.4% |
| MORGAN STANLEY | 125,250 | +12,537 | $6.5M | +$969.7K | 11.1% |
| Nuveen, LLC | 23,813 | +13,390 | $1.2M | +$722.2K | 128.5% |
| JPMORGAN CHASE & CO | 75,260 | +9,783 | $3.9M | +$692.6K | 14.9% |
| MALTESE CAPITAL MANAGEMENT LLC | 159,000 | +3,700 | $8.2M | +$634.0K | 2.4% |
| COMMONWEALTH EQUITY SERVICES, LLC | 11,945 | +26 | $617.8K | +$617.2K | 0.2% |
| GEODE CAPITAL MANAGEMENT, LLC | 169,355 | +1,291 | $8.8M | +$545.8K | 0.8% |
| Integrated Quantitative Investments LLC | 15,269 | +9,644 | $789.7K | +$514.8K | 171.4% |
| VIRTUS ADVISERS, LLC | 14,156 | +10,617 | $666.6K | +$493.7K | 300.0% |
| MARSHALL WACE, LLP | 41,906 | +6,786 | $2.2M | +$451.1K | 19.3% |
| Axecap Investments, LLC | 48,830 | +6,013 | $2.5M | +$433.0K | 14.0% |
| BNP PARIBAS FINANCIAL MARKETS | 14,533 | +6,142 | $751.6K | +$341.6K | 73.2% |
| Point72 Asset Management, L.P. | 9,254 | +6,354 | $478.6K | +$336.9K | 219.1% |
| PRINCIPAL FINANCIAL GROUP INC | 16,478 | +5,226 | $852.2K | +$302.4K | 46.4% |
| NewEdge Advisors, LLC | 4,949 | +4,747 | $256.0K | +$246.1K | 2350.0% |
| AQR CAPITAL MANAGEMENT LLC | 15,648 | +3,971 | $809.3K | +$238.7K | 34.0% |
| GOLDMAN SACHS GROUP INC | 39,546 | +2,477 | $2.0M | +$233.8K | 6.7% |
| PRUDENTIAL FINANCIAL INC | 9,825 | +3,485 | $508.1K | +$198.3K | 55.0% |
| WELLS FARGO & COMPANY/MN | 10,304 | +3,027 | $532.9K | +$177.3K | 41.6% |
| BARCLAYS PLC | 20,915 | +4,018 | $984.7K | +$158.9K | 23.8% |
| BANK OF AMERICA CORP /DE/ | 19,356 | +2,097 | $1.0M | +$157.6K | 12.2% |
| JANE STREET GROUP, LLC | 14,844 | +2,017 | $767.7K | +$140.9K | 15.7% |
| Gator Capital Management, LLC | 33,851 | +315 | $1.8M | +$111.9K | 0.9% |
| Connor, Clark & Lunn Investment Management Ltd. | 34,671 | +230 | $1.8M | +$110.1K | 0.7% |
| Aquatic Capital Management LLC | 2,190 | +1,946 | $113.3K | +$101.3K | 797.5% |
| LAZARD ASSET MANAGEMENT LLC | 19,202 | +576 | $993.1K | +$82.9K | 3.1% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 20,659 | +18 | $1.1M | +$59.8K | 0.1% |
| Trexquant Investment LP | 9,622 | +544 | $497.6K | +$54.0K | 6.0% |
| FRANKLIN RESOURCES INC | 4,904 | +480 | $253.6K | +$37.4K | 10.8% |
| Cetera Investment Advisers | 8,387 | +180 | $433.8K | +$32.7K | 2.2% |
| ALPS ADVISORS INC | 8,863 | +73 | $458.4K | +$28.8K | 0.8% |
| Tower Research Capital LLC (TRC) | 714 | +442 | $36.9K | +$23.6K | 162.5% |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 7,279 | +56 | $332.0K | -$21.0K | 0.8% |
| VICTORY CAPITAL MANAGEMENT INC | 5,235 | +11 | $270.8K | +$15.5K | 0.2% |
| HOHIMER WEALTH MANAGEMENT, LLC | 4,449 | +9 | $230.1K | +$13.1K | 0.2% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 3,430 | +29 | $177.4K | +$11.2K | 0.8% |
| EverSource Wealth Advisors, LLC | 68 | +59 | $3.5K | +$3.1K | 655.5% |
| GAMMA Investing LLC | 76 | +20 | $3.9K | +$1.2K | 35.7% |
| SIGNATUREFD, LLC | 20 | +11 | $1.0K | +$594 | 122.2% |
| State of Alaska, Department of Revenue | 1,412 | +1,021 | $72 | +$53 | 261.1% |
| CWM, LLC | 857 | +236 | $44 | +$14 | 38.0% |
| Covestor Ltd | 29 | +5 | $2 | +$1 | 20.8% |
Reduced(65)
Sold Out(14)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| TRUIST FINANCIAL CORP | 0 | -52,693 | $0 | -$2.6M | — |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0 | -16,100 | $0 | -$786.8K | — |
| Informed Momentum Co LLC | 0 | -11,871 | $0 | -$580.1K | — |
| Semanteon Capital Management, LP | 0 | -8,605 | $0 | -$420.5K | — |
| Cubist Systematic Strategies, LLC | 0 | -5,387 | $0 | -$263.3K | — |
| SEI INVESTMENTS CO | 0 | -5,367 | $0 | -$262.0K | — |
| Verition Fund Management LLC | 0 | -5,339 | $0 | -$260.9K | — |
| HSBC HOLDINGS PLC | 0 | -4,494 | $0 | -$215.2K | — |
| Quantbot Technologies LP | 0 | -554 | $0 | -$27.1K | — |
| Point72 Asia (Singapore) Pte. Ltd. | 0 | -364 | $0 | -$17.8K | — |
| Point72 (DIFC) Ltd | 0 | -314 | $0 | -$15.3K | — |
| Wilmington Savings Fund Society, FSB | 0 | -162 | $0 | -$7.9K | — |
| Arax Advisory Partners | 0 | -43 | $0 | -$2.1K | — |
| Clearstead Advisors, LLC | 0 | -1 | $0 | -$49 | — |