13F QoQ Ownership Changes
Z Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 55 new · 91 added · 147 reduced · 60 exited
New Positions(55)
Added To(91)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| FMR LLC | 2,871,447 | +1,063,596 | $195.9M | +$61.3M | 58.8% |
| MAPLELANE CAPITAL, LLC | 1,173,000 | +743,000 | $79.5M | +$47.5M | 172.8% |
| NORGES BANK | 2,228,493 | +388,421 | $152.1M | +$38.1M | 21.1% |
| WELLINGTON MANAGEMENT GROUP LLP | 922,687 | +364,952 | $63.0M | +$21.4M | 65.4% |
| UBS Group AG | 1,018,448 | +313,643 | $69.5M | +$17.0M | 44.5% |
| TWO SIGMA INVESTMENTS, LP | 267,565 | +218,864 | $18.3M | +$14.6M | 449.4% |
| TIGER GLOBAL MANAGEMENT LLC | 1,023,733 | +240,690 | $69.8M | +$11.6M | 30.7% |
| Independent Franchise Partners LLP | 2,024,556 | +21,862 | $138.1M | -$10.9M | 1.1% |
| JANE STREET GROUP, LLC | 359,928 | +162,008 | $24.6M | +$9.8M | 81.8% |
| CITADEL ADVISORS LLC | 287,386 | +126,292 | $19.6M | +$7.6M | 78.4% |
| TWO SIGMA ADVISERS, LP | 102,590 | +87,490 | $7.0M | +$5.9M | 579.4% |
| RENAISSANCE TECHNOLOGIES LLC | 271,700 | +98,900 | $18.5M | +$5.7M | 57.2% |
| BANK OF AMERICA CORP /DE/ | 342,492 | +98,815 | $23.4M | +$5.2M | 40.5% |
| MORGAN STANLEY | 239,864 | +88,347 | $16.4M | +$5.1M | 58.3% |
| Quantinno Capital Management LP | 85,194 | +44,033 | $5.8M | +$2.7M | 107.0% |
| Rockefeller Capital Management L.P. | 15,554 | +15,215 | $1.1M | +$1.0M | 4488.2% |
| RAYMOND JAMES FINANCIAL INC | 220,028 | +6,030 | $15.0M | -$917.5K | 2.8% |
| Bank of New York Mellon Corp | 133,893 | +1,011 | $9.1M | -$756.2K | 0.8% |
| Creative Planning | 24,438 | +12,076 | $1.7M | +$747.2K | 97.7% |
| SIMPLEX TRADING, LLC | 9,400 | +9,314 | $641.4K | +$641.4K | 10830.2% |
| Jain Global LLC | 32,022 | +10,722 | $2.2M | +$599.3K | 50.3% |
| Nuveen, LLC | 118,726 | +2,907 | $8.1M | -$520.9K | 2.5% |
| Aaron Wealth Advisors LLC | 10,298 | +6,828 | $702.6K | +$444.3K | 196.8% |
| Invesco Ltd. | 62,706 | +10,941 | $4.3M | +$425.0K | 21.1% |
| AQR CAPITAL MANAGEMENT LLC | 27,131 | +7,721 | $1.9M | +$406.2K | 39.8% |
| Legal & General Group Plc | 80,496 | +1,421 | $5.5M | -$394.1K | 1.8% |
| PEAK6 LLC | 12,592 | +5,833 | $859.2K | +$356.0K | 86.3% |
| Silvant Capital Management LLC | 48,210 | +774 | $3.3M | -$241.8K | 1.6% |
| FEDERATED HERMES, INC. | 44,963 | +574 | $3.1M | -$236.5K | 1.3% |
| Optas, LLC | 6,482 | +3,677 | $442.3K | +$233.5K | 131.1% |
| Summit Trail Advisors, LLC | 10,427 | +3,859 | $711.4K | +$222.5K | 58.8% |
| Aberdeen Group plc | 34,032 | +52 | $2.3M | -$207.5K | 0.1% |
| Vontobel Holding Ltd. | 17,538 | +3,827 | $1.2M | +$176.0K | 27.9% |
| Tower Research Capital LLC (TRC) | 4,664 | +2,512 | $318.2K | +$158.0K | 116.7% |
| Lido Advisors, LLC | 50,846 | +215 | $3.6M | -$141.6K | 0.4% |
| CITIGROUP INC | 7,055 | +2,393 | $481.4K | +$134.3K | 51.3% |
| NEOS Investment Management LLC | 7,309 | +2,200 | $498.7K | +$118.4K | 43.1% |
| GOLDMAN SACHS GROUP INC | 84,761 | +8,557 | $5.8M | +$110.6K | 11.2% |
| Sequoia Financial Advisors, LLC | 4,646 | +1,754 | $317.0K | +$101.7K | 60.6% |
| BARCLAYS PLC | 26,616 | +3,258 | $1.8M | +$84.2K | 13.9% |
| SIMON QUICK ADVISORS, LLC | 11,343 | +38 | $773.9K | -$67.6K | 0.3% |
| LPL Financial LLC | 10,146 | +1,661 | $692.2K | +$60.6K | 19.6% |
| MERCER GLOBAL ADVISORS INC /ADV | 6,712 | +1,342 | $458.0K | +$58.2K | 25.0% |
| Global Retirement Partners, LLC | 846 | +826 | $57.7K | +$56.2K | 4130.0% |
| Russell Investments Group, Ltd. | 8,287 | +1,416 | $565.4K | +$53.9K | 20.6% |
| Sunbelt Securities, Inc. | 8,272 | +2 | $564.4K | -$51.2K | 0.0% |
| Arkadios Wealth Advisors | 15,091 | +1,926 | $1.0M | +$49.7K | 14.6% |
| AlphaQuest LLC | 6,877 | +1,194 | $469.2K | +$46.2K | 21.0% |
| Mariner, LLC | 11,188 | +422 | $764.1K | -$37.4K | 3.9% |
| SEI INVESTMENTS CO | 14,097 | +746 | $961.7K | -$32.1K | 5.6% |
| Empowered Funds, LLC | 6,276 | +955 | $428.2K | +$32.1K | 17.9% |
| Arax Advisory Partners | 442 | +354 | $30.2K | +$23.6K | 402.3% |
| NATIONAL BANK OF CANADA /FI/ | 1,758 | +416 | $119.9K | +$22.0K | 31.0% |
| Vanguard Personalized Indexing Management, LLC | 4,201 | +67 | $286.6K | -$21.1K | 1.6% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 4,845 | +143 | $330.6K | -$19.4K | 3.0% |
| DoubleLine ETF Adviser LP | 3,245 | +31 | $221.4K | -$17.8K | 1.0% |
| GAMMA Investing LLC | 2,264 | +416 | $154.5K | +$16.9K | 22.5% |
| Versant Capital Management, Inc | 1,842 | +377 | $125.7K | +$16.6K | 25.7% |
| JONES FINANCIAL COMPANIES LLLP | 1,359 | +326 | $92.7K | +$13.0K | 31.6% |
| EverSource Wealth Advisors, LLC | 347 | +190 | $23.7K | +$12.0K | 121.0% |
| Parallel Advisors, LLC | 2,736 | +105 | $186.7K | -$9.2K | 4.0% |
| Amundi | 22,159 | +913 | $1.5M | -$7.8K | 4.3% |
| MACKENZIE FINANCIAL CORP | 3,449 | +148 | $238.7K | -$7.0K | 4.5% |
| M&T Bank Corp | 4,476 | +303 | $305.5K | -$5.9K | 7.3% |
| Smartleaf Asset Management LLC | 442 | +18 | $30.6K | -$2.4K | 4.2% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 3,915 | +258 | $257.9K | +$1.6K | 7.0% |
| SIGNATUREFD, LLC | 1,711 | +161 | $116.7K | +$1.4K | 10.4% |
| PNC Financial Services Group, Inc. | 2,156 | +198 | $147.1K | +$1.3K | 10.1% |
| Farther Finance Advisors, LLC | 389 | +19 | $26.5K | -$1.0K | 5.1% |
| COMERICA BANK | 760 | +50 | $51.9K | -$998 | 7.0% |
| Root Financial Partners, LLC | 130 | +1 | $8.9K | -$733 | 0.8% |
| TD Asset Management Inc | 4,663 | +398 | $318.2K | +$669 | 9.3% |
| OSSIAM | 42 | +12 | $2.9K | +$633 | 40.0% |
| Transamerica Financial Advisors, LLC | 12 | +9 | $819 | +$596 | 300.0% |
| GSA CAPITAL PARTNERS LLP | 10,830 | +6,452 | $739 | +$413 | 147.4% |
| UMB Bank, n.a. | 8 | +6 | $546 | +$397 | 300.0% |
| JFS WEALTH ADVISORS, LLC | 44 | +9 | $3.0K | +$397 | 25.7% |
| HARBOUR INVESTMENTS, INC. | 103 | +13 | $7.0K | +$328 | 14.4% |
| SJS Investment Consulting Inc. | 11 | +5 | $752 | +$305 | 83.3% |
| TD PRIVATE CLIENT WEALTH LLC | 59 | +9 | $4.0K | +$304 | 18.0% |
| Clearstead Advisors, LLC | 18 | +5 | $1.2K | +$261 | 38.5% |
| American Capital Advisory, LLC | 73 | +3 | $5.0K | -$230 | 4.3% |
| FIFTH THIRD BANCORP | 93 | +5 | $6.3K | -$206 | 5.7% |
| PayPay Securities Corp | 17 | +4 | $1.2K | +$205 | 30.8% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 43,372 | +1,064 | $3.0K | -$190 | 2.5% |
| Bay Harbor Wealth Management, LLC | 7 | +2 | $477 | +$105 | 40.0% |
| Fortitude Family Office, LLC | 15 | +2 | $1.0K | +$55 | 15.4% |
| HFM Investment Advisors, LLC | 4 | +1 | $273 | +$50 | 33.3% |
| MassMutual Private Wealth & Trust, FSB | 56 | +4 | $3.8K | -$50 | 7.7% |
| AMALGAMATED BANK | 2,844 | +382 | $194 | +$11 | 15.5% |
| Penserra Capital Management LLC | 259 | +18 | $17 | $0 | 7.5% |