13F QoQ Ownership Changes
YDESW Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 4 new · 1 added · 5 reduced · 4 exited
New Positions(4)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| CITADEL ADVISORS LLC | 11,549 | +11,549 | $140.8K | +$140.8K | — |
| WOLVERINE ASSET MANAGEMENT LLC | 2,516 | +2,516 | $30.7K | +$30.7K | — |
| CITIGROUP INC | 1,709 | +1,709 | $20.8K | +$20.8K | — |
| BANK OF AMERICA CORP /DE/ | 5 | +5 | $61 | +$61 | — |
Added To(1)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| GEODE CAPITAL MANAGEMENT, LLC | 58,363 | +5,292 | $711.4K | -$321.8K | 10.0% |
Reduced(5)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| Cypress Capital Management LLC (WY) | 27,540 | -2,450 | $335.7K | -$248.2K | -8.2% |
| Cerity Partners LLC | 32,406 | 0 | $395.0K | -$235.9K | 0.0% |
| MORGAN STANLEY | 299 | -9,958 | $3.6K | -$196.1K | -97.1% |
| UBS Group AG | 7,192 | -3,124 | $87.7K | -$113.2K | -30.3% |
| FMR LLC | 1 | 0 | $12 | -$7 | 0.0% |
Sold Out(4)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| Clear Street Group Inc. | 0 | -7,500 | $0 | -$146.0K | — |
| BNP PARIBAS FINANCIAL MARKETS | 0 | -90 | $0 | -$1.8K | — |
| BARCLAYS PLC | 0 | -58 | $0 | -$1.1K | — |
| HRT FINANCIAL LP | 0 | -31,819 | $0 | -$619 | — |