13F QoQ Ownership Changes
ZD Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 51 new · 94 added · 132 reduced · 51 exited
New Positions(51)
Added To(94)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| Pale Fire Capital SE | 1,209,952 | +808,127 | $42.5M | +$27.2M | 201.1% |
| GOLDMAN SACHS GROUP INC | 597,573 | +431,828 | $21.0M | +$14.7M | 260.5% |
| D. E. Shaw & Co., Inc. | 648,130 | +298,291 | $22.8M | +$9.5M | 85.3% |
| AQR CAPITAL MANAGEMENT LLC | 399,259 | +187,431 | $14.0M | +$6.0M | 88.5% |
| Invenomic Capital Management LP | 557,613 | +149,164 | $19.6M | +$4.0M | 36.5% |
| CITADEL ADVISORS LLC | 165,930 | +117,100 | $5.8M | +$4.0M | 239.8% |
| Cambria Investment Management, L.P. | 244,159 | +60,752 | $8.6M | +$3.0M | 33.1% |
| UBS Group AG | 278,610 | +83,137 | $9.8M | +$2.3M | 42.5% |
| XTX Topco Ltd | 69,208 | +53,880 | $2.4M | +$1.8M | 351.5% |
| CastleKnight Management LP | 318,603 | +65,103 | $11.2M | +$1.5M | 25.7% |
| JPMORGAN CHASE & CO | 140,959 | +48,541 | $5.0M | +$1.4M | 52.5% |
| Creative Planning | 67,114 | +38,089 | $2.4M | +$1.3M | 131.2% |
| VICTORY CAPITAL MANAGEMENT INC | 287,026 | +52,367 | $10.1M | +$1.1M | 22.3% |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 122,947 | +37,108 | $4.3M | +$1.1M | 43.2% |
| Susquehanna Portfolio Strategies, LLC | 120,475 | +36,731 | $4.2M | +$1.0M | 43.9% |
| MORGAN STANLEY | 655,670 | +78,139 | $23.0M | +$1.0M | 13.5% |
| Bastion Asset Management Inc. | 94,009 | +30,059 | $3.3M | +$869.7K | 47.0% |
| CDAM (UK) Ltd | 1,353,018 | +84,300 | $47.6M | -$779.6K | 6.6% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 835,113 | +44,923 | $29.4M | -$752.0K | 5.7% |
| BRAVE ASSET MANAGEMENT INC | 420,155 | +13,660 | $14.8M | -$719.0K | 3.4% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 248,287 | +1,860 | $8.7M | -$661.6K | 0.8% |
| Invesco Ltd. | 225,357 | +34,064 | $7.9M | +$633.0K | 17.8% |
| INTECH INVESTMENT MANAGEMENT LLC | 42,918 | +19,787 | $1.5M | +$627.3K | 85.5% |
| FULLER & THALER ASSET MANAGEMENT, INC. | 860,582 | +82,761 | $30.2M | +$614.5K | 10.6% |
| Verition Fund Management LLC | 20,394 | +14,372 | $716.8K | +$487.4K | 238.7% |
| PRINCIPAL FINANCIAL GROUP INC | 233,982 | +5,559 | $8.2M | -$478.4K | 2.4% |
| Nuveen, LLC | 808,325 | +75,047 | $28.4M | +$474.7K | 10.2% |
| BNP PARIBAS FINANCIAL MARKETS | 27,369 | +14,324 | $962.0K | +$465.0K | 109.8% |
| Quantinno Capital Management LP | 28,061 | +14,272 | $986.3K | +$461.0K | 103.5% |
| BARCLAYS PLC | 87,030 | +27,222 | $2.6M | +$355.7K | 45.5% |
| ALLIANCEBERNSTEIN L.P. | 63,857 | +13,013 | $2.2M | +$307.4K | 25.6% |
| ROYCE & ASSOCIATES LP | 38,752 | +9,980 | $1.4M | +$265.9K | 34.7% |
| UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC | 113,089 | +2,093 | $4.0M | -$253.9K | 1.9% |
| Ewing Morris & Co. Investment Partners Ltd. | 68,248 | +8,712 | $2.4M | +$160.0K | 14.6% |
| State of Tennessee, Department of Treasury | 23,675 | +4,085 | $904.9K | +$158.5K | 20.9% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 61,415 | +795 | $2.2M | -$150.9K | 1.3% |
| Allianz Asset Management GmbH | 263,944 | +24,350 | $9.3M | +$149.1K | 10.2% |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | 195,382 | +11,516 | $6.9M | -$137.6K | 6.3% |
| MERCER GLOBAL ADVISORS INC /ADV | 10,166 | +4,353 | $357.3K | +$135.9K | 74.9% |
| WEDGE CAPITAL MANAGEMENT L L P/NC | 67,607 | +8,721 | $2.4M | +$132.8K | 14.8% |
| MACKENZIE FINANCIAL CORP | 13,059 | +4,185 | $463.7K | +$125.6K | 47.2% |
| STATE OF WISCONSIN INVESTMENT BOARD | 42,650 | +6,362 | $1.5M | +$116.6K | 17.5% |
| One Wealth Advisors, LLC | 10,595 | +3,870 | $372.4K | +$116.2K | 57.5% |
| Tower Research Capital LLC (TRC) | 4,554 | +3,214 | $160.1K | +$109.0K | 239.8% |
| CLARK ESTATES INC/NY | 69,700 | +8,150 | $2.4M | +$104.9K | 13.2% |
| WELLS FARGO & COMPANY/MN | 47,907 | +6,341 | $1.7M | +$100.3K | 15.3% |
| Gotham Asset Management, LLC | 57,056 | +1,997 | $2.0M | -$92.2K | 3.6% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 12,931 | +3,847 | $443.3K | +$90.0K | 42.3% |
| Cerity Partners LLC | 9,661 | +2,804 | $339.6K | +$78.3K | 40.9% |
| Freestone Grove Partners LP | 9,222 | +2,665 | $324.2K | +$74.3K | 40.6% |
| Larson Financial Group LLC | 7,720 | +2,479 | $271.4K | +$71.7K | 47.3% |
| DEUTSCHE BANK AG\ | 39,169 | +1,312 | $1.4M | -$65.6K | 3.5% |
| COMERICA BANK | 30,576 | +1,202 | $1.1M | -$44.4K | 4.1% |
| Marex Group plc | 15,001 | +1 | $527.3K | -$44.2K | 0.0% |
| WOLVERINE ASSET MANAGEMENT LLC | 63,791 | +5,954 | $2.2M | +$38.7K | 10.3% |
| Incline Global Management LLC | 401,933 | +30,212 | $14.1M | -$34.6K | 8.1% |
| Rockefeller Capital Management L.P. | 990 | +687 | $34.8K | +$23.3K | 226.7% |
| ProShare Advisors LLC | 7,894 | +42 | $277.5K | -$21.7K | 0.5% |
| PNC Financial Services Group, Inc. | 4,532 | +918 | $159.3K | +$21.6K | 25.4% |
| GAMMA Investing LLC | 906 | +611 | $31.8K | +$20.6K | 207.1% |
| Vident Advisory, LLC | 20,265 | +2,068 | $712.3K | +$19.0K | 11.4% |
| NBC SECURITIES, INC. | 885 | +485 | $31.1K | +$15.9K | 121.3% |
| Versant Capital Management, Inc | 1,509 | +521 | $53.0K | +$15.4K | 52.7% |
| Empowered Funds, LLC | 209,529 | +16,507 | $7.4M | +$10.8K | 8.6% |
| KLP KAPITALFORVALTNING AS | 8,800 | +400 | $309.3K | -$10.7K | 4.8% |
| FRANKLIN RESOURCES INC | 31,368 | +2,696 | $1.1M | +$10.2K | 9.4% |
| JONES FINANCIAL COMPANIES LLLP | 271 | +223 | $9.5K | +$7.8K | 464.6% |
| Gallagher Fiduciary Advisors, LLC | 7,644 | +432 | $268.7K | -$6.1K | 6.0% |
| FMR LLC | 6,790 | +684 | $238.7K | +$6.0K | 11.2% |
| Smartleaf Asset Management LLC | 246 | +160 | $8.8K | +$5.4K | 186.0% |
| Russell Investments Group, Ltd. | 66,285 | +4,995 | $2.3M | -$5.2K | 8.1% |
| Farther Finance Advisors, LLC | 168 | +124 | $5.9K | +$4.2K | 281.8% |
| BESSEMER GROUP INC | 117,775 | +117,707 | $4.1K | +$4.1K | 173098.5% |
| Global Retirement Partners, LLC | 359 | +119 | $12.6K | +$3.5K | 49.6% |
| Salomon & Ludwin, LLC | 274 | +117 | $9.3K | +$3.1K | 74.5% |
| UMB Bank, n.a. | 307 | +98 | $10.8K | +$2.8K | 46.9% |
| LSV ASSET MANAGEMENT | 907,721 | +135,021 | $31.9K | +$2.5K | 17.5% |
| Parkside Financial Bank & Trust | 181 | +67 | $6.4K | +$2.0K | 58.8% |
| SIGNATUREFD, LLC | 758 | +15 | $26.6K | -$1.7K | 2.0% |
| ROTHSCHILD INVESTMENT LLC | 536 | +14 | $18.8K | -$1.0K | 2.7% |
| Quent Capital, LLC | 34 | +30 | $1.2K | +$1.0K | 750.0% |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 1,870 | +159 | $65.7K | +$542 | 9.3% |
| CWM, LLC | 26,092 | +15,988 | $917 | +$532 | 158.2% |
| MassMutual Private Wealth & Trust, FSB | 209 | +26 | $7.3K | +$374 | 14.2% |
| Sunbelt Securities, Inc. | 46 | +13 | $1.6K | +$360 | 39.4% |
| State of Alaska, Department of Revenue | 31,697 | +11,065 | $1.1K | +$327 | 53.6% |
| Vestcor Inc | 10,464 | +7,000 | $368 | +$236 | 202.1% |
| Transamerica Financial Advisors, LLC | 18 | +5 | $633 | +$138 | 38.5% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 44,890 | +250 | $1.6K | -$123 | 0.6% |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | 78 | +9 | $2.7K | +$113 | 13.0% |
| Morningstar Investment Management LLC | 33,291 | +116 | $1.2K | -$94 | 0.3% |
| HANTZ FINANCIAL SERVICES, INC. | 868 | +590 | $31 | +$20 | 212.2% |
| FINANCIAL CONSULATE, INC | 175 | +14 | $6.2K | +$17 | 8.7% |
| HARBOR CAPITAL ADVISORS, INC. | 302 | +87 | $11 | +$3 | 40.5% |