13F QoQ Ownership Changes
YOU Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 78 new · 146 added · 163 reduced · 53 exited
New Positions(78)
Added To(146)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| BlackRock, Inc. | 14,744,117 | +463,073 | $517.2M | +$40.5M | 3.2% |
| GOLDMAN SACHS GROUP INC | 2,202,448 | +702,682 | $77.3M | +$27.2M | 46.9% |
| JUPITER ASSET MANAGEMENT LTD | 879,039 | +635,400 | $30.8M | +$22.7M | 260.8% |
| Squarepoint Ops LLC | 944,020 | +613,833 | $33.1M | +$22.1M | 185.9% |
| FMR LLC | 921,430 | +415,463 | $32.3M | +$15.4M | 82.1% |
| Qube Research & Technologies Ltd | 779,252 | +370,829 | $27.3M | +$13.7M | 90.8% |
| Invesco Ltd. | 1,188,446 | +318,047 | $41.7M | +$12.6M | 36.5% |
| MORGAN STANLEY | 2,696,837 | +152,074 | $94.6M | +$9.7M | 6.0% |
| WELLINGTON MANAGEMENT GROUP LLP | 2,626,856 | +137,249 | $92.2M | +$9.0M | 5.5% |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 909,066 | +222,635 | $31.9M | +$9.0M | 32.4% |
| STATE STREET CORP | 3,312,235 | +59,067 | $116.2M | +$7.6M | 1.8% |
| AQR CAPITAL MANAGEMENT LLC | 561,298 | +178,523 | $19.7M | +$6.9M | 46.6% |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 1,589,583 | +125,866 | $55.8M | +$6.9M | 8.6% |
| BANK OF AMERICA CORP /DE/ | 865,361 | +124,408 | $30.4M | +$5.6M | 16.8% |
| Balyasny Asset Management L.P. | 265,887 | +153,728 | $9.3M | +$5.6M | 137.1% |
| Walleye Capital LLC | 175,593 | +151,501 | $6.2M | +$5.4M | 628.8% |
| DIMENSIONAL FUND ADVISORS LP | 1,670,411 | +68,560 | $58.6M | +$5.1M | 4.3% |
| Bank of New York Mellon Corp | 793,425 | +107,136 | $27.8M | +$4.9M | 15.6% |
| GEODE CAPITAL MANAGEMENT, LLC | 2,453,137 | +20,419 | $86.1M | +$4.9M | 0.8% |
| TUDOR INVESTMENT CORP ET AL | 256,759 | +104,986 | $9.0M | +$3.9M | 69.2% |
| Nuveen, LLC | 672,031 | +75,291 | $23.6M | +$3.7M | 12.6% |
| Trexquant Investment LP | 266,295 | +91,692 | $9.3M | +$3.5M | 52.5% |
| FEDERATED HERMES, INC. | 259,045 | +89,449 | $9.1M | +$3.4M | 52.7% |
| Epoch Investment Partners, Inc. | 100,475 | +85,001 | $3.5M | +$3.0M | 549.3% |
| PRINCIPAL FINANCIAL GROUP INC | 573,955 | +55,344 | $20.1M | +$2.8M | 10.7% |
| Walleye Trading LLC | 135,004 | +75,752 | $4.7M | +$2.8M | 127.8% |
| CITADEL ADVISORS LLC | 1,077,029 | +26,019 | $37.8M | +$2.7M | 2.5% |
| BNP PARIBAS FINANCIAL MARKETS | 582,658 | +49,211 | $20.4M | +$2.6M | 9.2% |
| SEI INVESTMENTS CO | 262,938 | +57,875 | $9.2M | +$2.4M | 28.2% |
| Russell Investments Group, Ltd. | 440,677 | +47,611 | $15.5M | +$2.3M | 12.1% |
| PLUSTICK MANAGEMENT LLC | 275,000 | +55,000 | $9.6M | +$2.3M | 25.0% |
| MAVERICK CAPITAL LTD | 140,149 | +45,685 | $4.9M | +$1.8M | 48.4% |
| Clark Capital Management Group, Inc. | 306,566 | +34,521 | $10.8M | +$1.7M | 12.7% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 830,035 | +5,859 | $29.1M | +$1.6M | 0.7% |
| Clearbridge Investments, LLC | 918,072 | +1,304 | $32.2M | +$1.6M | 0.1% |
| VIRTUS ADVISERS, LLC | 69,730 | +53,933 | $2.1M | +$1.6M | 341.4% |
| CWA Asset Management Group, LLC | 61,169 | +41,485 | $2.1M | +$1.5M | 210.8% |
| Smith Group Asset Management, LLC | 69,207 | +40,706 | $2.4M | +$1.5M | 142.8% |
| Y-Intercept (Hong Kong) Ltd | 129,832 | +36,810 | $4.6M | +$1.4M | 39.6% |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 102,215 | +37,592 | $3.6M | +$1.4M | 58.2% |
| COOKSON PEIRCE & CO INC | 129,032 | +34,308 | $4.5M | +$1.4M | 36.2% |
| Man Group plc | 204,169 | +26,351 | $7.2M | +$1.2M | 14.8% |
| BARCLAYS PLC | 190,026 | +68,524 | $5.3M | +$1.2M | 56.4% |
| AMERIPRISE FINANCIAL INC | 316,977 | +18,584 | $11.1M | +$1.2M | 6.2% |
| IEQ CAPITAL, LLC | 50,588 | +31,211 | $1.8M | +$1.1M | 161.1% |
| Elo Mutual Pension Insurance Co | 63,450 | +28,394 | $2.2M | +$1.1M | 81.0% |
| STRS OHIO | 28,600 | +27,000 | $1.0M | +$949.9K | 1687.5% |
| HUSSMAN STRATEGIC ADVISORS, INC. | 63,000 | +21,000 | $2.2M | +$808.1K | 50.0% |
| NBC SECURITIES, INC. | 27,191 | +22,168 | $953.9K | +$786.2K | 441.3% |
| Vest Financial, LLC | 207,020 | +10,353 | $7.3M | +$697.5K | 5.3% |
| WCG Wealth Advisors LLC | 36,879 | +18,336 | $1.3M | +$674.7K | 98.9% |
| Quantinno Capital Management LP | 65,816 | +13,722 | $2.3M | +$569.9K | 26.3% |
| ALLIANCEBERNSTEIN L.P. | 102,411 | +11,716 | $3.6M | +$565.2K | 12.9% |
| Swiss National Bank | 159,900 | +7,800 | $5.6M | +$532.2K | 5.1% |
| PITTENGER & ANDERSON INC | 41,488 | +13,647 | $1.5M | +$526.1K | 49.0% |
| PRUDENTIAL FINANCIAL INC | 96,435 | +9,535 | $3.4M | +$505.4K | 11.0% |
| AMERICAN CENTURY COMPANIES INC | 83,530 | +10,614 | $2.9M | +$496.3K | 14.6% |
| Farther Finance Advisors, LLC | 13,256 | +12,526 | $465.0K | +$440.7K | 1715.9% |
| NEUBERGER BERMAN GROUP LLC | 39,323 | +10,841 | $1.4M | +$428.7K | 38.1% |
| XTX Topco Ltd | 69,104 | +9,229 | $2.4M | +$425.5K | 15.4% |
| POLEN CAPITAL MANAGEMENT LLC | 39,325 | +10,454 | $1.4M | +$415.8K | 36.2% |
| COMMONWEALTH EQUITY SERVICES, LLC | 11,447 | +529 | $401.6K | +$401.2K | 4.8% |
| Cetera Investment Advisers | 56,338 | +9,138 | $2.0M | +$400.8K | 19.4% |
| NewEdge Advisors, LLC | 13,336 | +10,170 | $467.8K | +$362.2K | 321.2% |
| Vident Advisory, LLC | 172,339 | +1,379 | $6.0M | +$339.0K | 0.8% |
| Integrated Quantitative Investments LLC | 40,858 | +6,831 | $1.4M | +$297.5K | 20.1% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 30,305 | +3,986 | $1.1M | +$275.6K | 15.1% |
| Interval Partners, LP | 102,000 | +2,000 | $3.6M | +$240.2K | 2.0% |
| Caption Management, LLC | 73,360 | +3,360 | $2.6M | +$236.9K | 4.8% |
| INTECH INVESTMENT MANAGEMENT LLC | 37,508 | +4,956 | $1.3M | +$229.2K | 15.2% |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 76,884 | +2,678 | $2.7M | +$220.1K | 3.6% |
| Voya Investment Management LLC | 37,926 | +4,606 | $1.3M | +$218.2K | 13.8% |
| MERCER GLOBAL ADVISORS INC /ADV | 12,872 | +5,739 | $451.5K | +$213.5K | 80.5% |
| NewEdge Wealth, LLC | 24,984 | +4,012 | $876.4K | +$209.7K | 19.1% |
| Focus Partners Wealth | 17,476 | +9,043 | $613.1K | +$184.9K | 107.2% |
| Horizon Investments, LLC | 20,317 | +4,337 | $712.7K | +$179.3K | 27.1% |
| EXCHANGE TRADED CONCEPTS, LLC | 7,338 | +4,931 | $257.4K | +$177.1K | 204.9% |
| ELEVATION POINT WEALTH PARTNERS, LLC | 53,503 | +1,521 | $1.9M | +$141.7K | 2.9% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 10,748 | +3,523 | $377.0K | +$135.9K | 48.8% |
| Versor Investments LP | 36,632 | +2,132 | $1.3M | +$133.4K | 6.2% |
| CIM, LLC | 62,216 | +801 | $2.2M | +$132.5K | 1.3% |
| Creative Planning | 17,342 | +2,966 | $608.3K | +$128.5K | 20.6% |
| Global Retirement Partners, LLC | 4,014 | +3,237 | $140.8K | +$114.9K | 416.6% |
| MML INVESTORS SERVICES, LLC | 11,992 | +2,678 | $420.7K | +$109.8K | 28.8% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 40,103 | +1,211 | $1.4M | +$108.6K | 3.1% |
| SEGALL BRYANT & HAMILL, LLC | 57,892 | +110 | $2.0M | +$102.1K | 0.2% |
| Louisiana State Employees Retirement System | 40,600 | +700 | $1.4M | +$92.4K | 1.8% |
| Merit Financial Group, LLC | 8,247 | +1,921 | $289.3K | +$78.1K | 30.4% |
| XPONANCE, INC. | 8,300 | +1,717 | $291.2K | +$71.4K | 26.1% |
| TWO SIGMA SECURITIES, LLC | 9,070 | +1,640 | $318.2K | +$70.2K | 22.1% |
| Pictet Asset Management Holding SA | 12,297 | +1,395 | $431.4K | +$67.5K | 12.8% |
| TRUIST FINANCIAL CORP | 13,483 | +1,248 | $473.0K | +$64.6K | 10.2% |
| ProShare Advisors LLC | 16,828 | +1,004 | $590.3K | +$62.1K | 6.3% |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 20,264 | +770 | $710.9K | +$60.2K | 3.9% |
| BURNEY CO/ | 17,045 | +902 | $597.9K | +$59.1K | 5.6% |
| Pallas Capital Advisors LLC | 13,545 | +751 | $475.2K | +$48.1K | 5.9% |
| AVIVA PLC | 13,731 | +606 | $481.7K | +$43.6K | 4.6% |
| EverSource Wealth Advisors, LLC | 6,463 | +916 | $226.7K | +$41.6K | 16.5% |
| Maryland State Retirement & Pension System | 13,005 | +533 | $456.2K | +$39.9K | 4.3% |
| Diversified Trust Co | 8,581 | +641 | $301.0K | +$36.0K | 8.1% |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 10,134 | +416 | $355.5K | +$31.1K | 4.3% |
| CIBC Private Wealth Group LLC | 14,711 | +124 | $516.1K | +$29.1K | 0.8% |
| ALPS ADVISORS INC | 12,344 | +136 | $433.0K | +$25.5K | 1.1% |
| Caitong International Asset Management Co., Ltd | 867 | +619 | $30.4K | +$22.1K | 249.6% |
| GAMMA Investing LLC | 7,635 | +271 | $267.8K | +$22.0K | 3.7% |
| Blue Trust, Inc. | 3,814 | +451 | $133.8K | +$21.5K | 13.4% |
| Rockefeller Capital Management L.P. | 1,108 | +532 | $38.9K | +$19.6K | 92.4% |
| HARBOR INVESTMENT ADVISORY, LLC | 9,524 | +40 | $334.1K | +$17.5K | 0.4% |
| Sterling Capital Management LLC | 562 | +359 | $19.7K | +$12.9K | 176.8% |
| Castle Rock Wealth Management, LLC | 14,499 | +266 | $457.4K | +$12.1K | 1.9% |
| Sound Income Strategies, LLC | 1,018 | +177 | $35.5K | +$9.5K | 21.0% |
| Larson Financial Group LLC | 245 | +217 | $8.6K | +$7.7K | 775.0% |
| RICHARDSON FINANCIAL SERVICES INC. | 751 | +178 | $26.3K | +$7.2K | 31.1% |
| Mariner, LLC | 69,907 | +160 | $2.5M | +$7.1K | 0.2% |
| JONES FINANCIAL COMPANIES LLLP | 1,761 | +257 | $61.8K | +$6.7K | 17.1% |
| ROTHSCHILD INVESTMENT LLC | 303 | +158 | $10.6K | +$5.8K | 109.0% |
| Smartleaf Asset Management LLC | 835 | +172 | $29.5K | +$5.4K | 25.9% |
| UMB Bank, n.a. | 511 | +122 | $17.9K | +$4.9K | 31.4% |
| True Wealth Design, LLC | 141 | +126 | $4.9K | +$4.4K | 840.0% |
| BESSEMER GROUP INC | 109,780 | +96,256 | $3.9K | +$3.4K | 711.7% |
| FIRST HORIZON CORP | 520 | +54 | $18.2K | +$2.7K | 11.6% |
| ASSETMARK, INC | 235 | +64 | $8.2K | +$2.5K | 37.4% |
| Root Financial Partners, LLC | 206 | +50 | $7.2K | +$2.0K | 32.0% |
| Parkside Financial Bank & Trust | 123 | +47 | $4.3K | +$1.8K | 61.8% |
| Colonial Trust Co / SC | 841 | +3 | $29.5K | +$1.5K | 0.3% |
| Bare Financial Services, Inc | 198 | +22 | $6.9K | +$1.1K | 12.5% |
| MassMutual Private Wealth & Trust, FSB | 198 | +12 | $6.9K | +$737 | 6.5% |
| SJS Investment Consulting Inc. | 23 | +15 | $808 | +$540 | 187.5% |
| ALGERT GLOBAL LLC | 27,110 | +13,100 | $951 | +$483 | 93.5% |
| CWM, LLC | 31,178 | +12,272 | $1.1K | +$463 | 64.9% |
| Parallel Advisors, LLC | 30 | +11 | $1.1K | +$417 | 57.9% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 165 | +4 | $5.8K | +$414 | 2.5% |
| JFS WEALTH ADVISORS, LLC | 31 | +9 | $1.1K | +$353 | 40.9% |
| CSM Advisors, LLC | 85,676 | +4,892 | $3.0K | +$311 | 6.0% |
| Vestcor Inc | 10,351 | +7,200 | $363 | +$258 | 228.5% |
| State of Alaska, Department of Revenue | 48,269 | +4,594 | $1.7K | +$235 | 10.5% |
| Fortitude Family Office, LLC | 21 | +5 | $737 | +$203 | 31.3% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 82,704 | +1,159 | $2.9K | +$180 | 1.4% |
| Rialto Wealth Management, LLC | 7 | +3 | $246 | +$112 | 75.0% |
| NATIXIS ADVISORS, LLC | 13,969 | +2,234 | $490 | +$98 | 19.0% |
| Bay Harbor Wealth Management, LLC | 5 | +2 | $175 | +$75 | 66.7% |
| AMALGAMATED BANK | 25,697 | +822 | $901 | +$71 | 3.3% |
| Daiwa Securities Group Inc. | 5,257 | +323 | $184 | +$19 | 6.5% |
| HANTZ FINANCIAL SERVICES, INC. | 547 | +440 | $19 | +$15 | 411.2% |
| PARK AVENUE SECURITIES LLC | 8,178 | +43 | $287 | +$15 | 0.5% |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,067 | +328 | $37 | +$12 | 44.4% |