13F QoQ Ownership Changes
ZIM Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 56 new · 64 added · 110 reduced · 46 exited
New Positions(56)
Added To(64)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| Y.D. More Investments Ltd | 3,782,745 | +3,781,745 | $80.3M | +$80.3M | 378174.5% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 8,709,800 | +537,083 | $184.9M | +$74.2M | 6.6% |
| CITIGROUP INC | 2,583,855 | +1,242,887 | $54.9M | +$36.7M | 92.7% |
| Yelin Lapidot Holdings Management Ltd. | 3,248,834 | +825,848 | $69.0M | +$36.1M | 34.1% |
| AMERICAN CENTURY COMPANIES INC | 3,265,171 | +278,534 | $69.3M | +$28.9M | 9.3% |
| BlackRock, Inc. | 3,415,063 | +142,249 | $72.5M | +$28.2M | 4.3% |
| Walleye Trading LLC | 2,255,143 | +700,767 | $47.9M | +$26.8M | 45.1% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1,432,355 | +243,086 | $30.4M | +$14.3M | 20.4% |
| Allianz Asset Management GmbH | 1,501,430 | +4,855 | $31.9M | +$11.6M | 0.3% |
| CAUSEWAY CAPITAL MANAGEMENT LLC | 1,213,006 | +130,365 | $25.8M | +$11.1M | 12.0% |
| GROUP ONE TRADING LLC | 739,866 | +153,886 | $15.7M | +$7.8M | 26.3% |
| Sparta 24 Ltd. | 961,950 | +11,486 | $20.4M | +$7.5M | 1.2% |
| VANGUARD GROUP INC | 722,955 | +26,670 | $15.3M | +$5.9M | 3.8% |
| D. E. Shaw & Co., Inc. | 699,986 | +1,497 | $14.9M | +$5.4M | 0.2% |
| CANADA PENSION PLAN INVESTMENT BOARD | 374,723 | +154,521 | $8.0M | +$5.0M | 70.2% |
| Walleye Capital LLC | 291,901 | +184,412 | $6.2M | +$4.7M | 171.6% |
| Counterpoint Mutual Funds LLC | 222,756 | +186,344 | $4.4M | +$3.9M | 511.8% |
| NORTHERN TRUST CORP | 257,810 | +11,305 | $5.5M | +$2.1M | 4.6% |
| Y-Intercept (Hong Kong) Ltd | 141,141 | +66,093 | $3.0M | +$2.0M | 88.1% |
| Swiss National Bank | 238,400 | +3,600 | $5.1M | +$1.9M | 1.5% |
| IMC-Chicago, LLC | 130,406 | +60,719 | $2.8M | +$1.8M | 87.1% |
| Mitsubishi UFJ Trust & Banking Corp | 218,223 | +4,785 | $4.6M | +$1.7M | 2.2% |
| GEODE CAPITAL MANAGEMENT, LLC | 154,656 | +22,068 | $3.3M | +$1.5M | 16.6% |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 128,800 | +33,400 | $2.7M | +$1.4M | 35.0% |
| PFG Investments, LLC | 79,791 | +45,514 | $1.7M | +$1.2M | 132.8% |
| Astoria Portfolio Advisors LLC. | 74,243 | +5,923 | $2.1M | +$1.2M | 8.7% |
| Arista Wealth Management, LLC | 69,100 | +40,000 | $1.5M | +$1.1M | 137.4% |
| Kennondale Capital Management LLC | 72,509 | +36,971 | $1.5M | +$1.1M | 104.0% |
| BNP PARIBAS FINANCIAL MARKETS | 44,767 | +38,111 | $950.4K | +$860.2K | 572.6% |
| COMMONWEALTH EQUITY SERVICES, LLC | 35,212 | +1,891 | $747.5K | +$747.1K | 5.7% |
| CWA Asset Management Group, LLC | 91,284 | +2,390 | $1.9M | +$733.5K | 2.7% |
| FMR LLC | 79,226 | +7,945 | $1.7M | +$716.1K | 11.1% |
| KLP KAPITALFORVALTNING AS | 47,800 | +24,300 | $1.0M | +$696.4K | 103.4% |
| Kestra Advisory Services, LLC | 67,614 | +7,152 | $1.4M | +$616.2K | 11.8% |
| ENVESTNET ASSET MANAGEMENT INC | 36,566 | +22,931 | $776.3K | +$591.5K | 168.2% |
| B. Riley Wealth Advisors, Inc. | 52,544 | +5,176 | $1.1M | +$473.7K | 10.9% |
| TEACHER RETIREMENT SYSTEM OF TEXAS | 47,740 | +4,248 | $1.0M | +$424.2K | 9.8% |
| Police & Firemen's Retirement System of New Jersey | 45,905 | +3,271 | $974.6K | +$396.9K | 7.7% |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 42,490 | +3,577 | $902.1K | +$374.8K | 9.2% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 28,915 | +2,549 | $613.9K | +$256.6K | 9.7% |
| Graham Capital Management, L.P. | 19,686 | +6,595 | $417.9K | +$240.6K | 50.4% |
| BRADLEY FOSTER & SARGENT INC/CT | 23,491 | +3,303 | $498.7K | +$225.2K | 16.4% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 24,219 | +689 | $514.2K | +$195.3K | 2.9% |
| Optimize Financial Inc | 23,842 | +340 | $506.2K | +$187.7K | 1.4% |
| Tower Research Capital LLC (TRC) | 8,902 | +5,602 | $189.0K | +$144.3K | 169.8% |
| ALLIANCEBERNSTEIN L.P. | 14,185 | +1,774 | $301.1K | +$133.0K | 14.3% |
| JONES FINANCIAL COMPANIES LLLP | 8,161 | +5,206 | $173.3K | +$132.1K | 176.2% |
| RHUMBLINE ADVISERS | 11,830 | +1,311 | $251.1K | +$108.6K | 12.5% |
| LEUTHOLD GROUP, LLC | 12,777 | +10 | $271.3K | +$98.3K | 0.1% |
| HUB Investment Partners, LLC | 11,574 | +149 | $245.7K | +$90.9K | 1.3% |
| DEUTSCHE BANK AG\ | 7,698 | +385 | $163.4K | +$64.3K | 5.3% |
| TD Waterhouse Canada Inc. | 6,800 | +40 | $144.4K | +$51.7K | 0.6% |
| NATIONAL BANK OF CANADA /FI/ | 2,609 | +2,040 | $55.4K | +$47.7K | 358.5% |
| HUNTINGTON NATIONAL BANK | 2,001 | +2,000 | $42.5K | +$42.5K | 200000.0% |
| Caitong International Asset Management Co., Ltd | 2,341 | +260 | $49.7K | +$21.5K | 12.5% |
| Farther Finance Advisors, LLC | 2,489 | +11 | $52.8K | +$19.3K | 0.4% |
| Altshuler Shaham Ltd | 1,510 | +10 | $32.1K | +$11.7K | 0.7% |
| Manchester Capital Management LLC | 524 | +437 | $11.1K | +$9.9K | 502.3% |
| Harel Insurance Investments & Financial Services Ltd. | 391,770 | +279,510 | $8.3K | +$6.8K | 249.0% |
| Pacer Advisors, Inc. | 246 | +205 | $5.2K | +$4.7K | 500.0% |
| EVOLUTION WEALTH MANAGEMENT INC. | 400 | +200 | $7.0K | +$4.2K | 100.0% |
| Parallel Advisors, LLC | 494 | +13 | $10.5K | +$4.0K | 2.7% |
| Newbridge Financial Services Group, Inc. | 311 | +11 | $6.6K | +$2.5K | 3.7% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 78 | +43 | $1.7K | +$1.2K | 122.8% |
Reduced(110)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| CITADEL ADVISORS LLC | 3,578,022 | -12,271 | $76.0M | +$27.3M | -0.3% |
| GOLDMAN SACHS GROUP INC | 1,377,343 | -1,905,876 | $29.2M | -$15.2M | -58.0% |
| JANE STREET GROUP, LLC | 1,587,400 | -38,300 | $33.7M | +$11.7M | -2.4% |
| STATE STREET CORP | 1,483,406 | -3,424 | $31.5M | +$11.3M | -0.2% |
| RENAISSANCE TECHNOLOGIES LLC | 2,877,685 | -948,442 | $61.1M | +$9.2M | -24.8% |
| Jefferies Financial Group Inc. | 2,855,100 | -969,877 | $60.6M | +$8.8M | -25.4% |
| BANK OF AMERICA CORP /DE/ | 1,301,962 | -114,909 | $27.6M | +$8.4M | -8.1% |
| Jump Financial, LLC | 98,752 | -593,969 | $2.1M | -$7.3M | -85.7% |
| UBS Group AG | 3,511,097 | -1,468,030 | $74.5M | +$7.1M | -29.5% |
| MILLENNIUM MANAGEMENT LLC | 316,109 | -591,476 | $6.7M | -$5.6M | -65.2% |
| Aquatic Capital Management LLC | 22,454 | -406,113 | $476.7K | -$5.3M | -94.8% |
| Engineers Gate Manager LP | 105,167 | -413,187 | $2.2M | -$4.8M | -79.7% |
| MORGAN STANLEY | 842,665 | -744,807 | $17.9M | -$3.6M | -46.9% |
| MIRABELLA FINANCIAL SERVICES LLP | 23,607 | -212,092 | $501.2K | -$2.7M | -90.0% |
| BARCLAYS PLC | 24,174 | -190,002 | $389.0K | -$2.5M | -88.7% |
| Royal Bank of Canada | 13,739 | -163,771 | $292.0K | -$2.5M | -92.3% |
| Quantbot Technologies LP | 38,683 | -204,841 | $821.2K | -$2.5M | -84.1% |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 8,676 | -180,020 | $184.2K | -$2.4M | -95.4% |
| CAPITAL FUND MANAGEMENT S.A. | 437,608 | -81,690 | $9.3M | +$2.3M | -15.7% |
| SEGALL BRYANT & HAMILL, LLC | 12,100 | -167,800 | $256.9K | -$2.2M | -93.3% |
| Balyasny Asset Management L.P. | 217,224 | -216,293 | $4.6M | -$1.3M | -49.9% |
| Grantham, Mayo, Van Otterloo & Co. LLC | 200,445 | -33,706 | $4.3M | +$1.1M | -14.4% |
| OMERS ADMINISTRATION Corp | 23,555 | -92,300 | $500.1K | -$1.1M | -79.7% |
| PEAK6 LLC | 238,797 | -210,257 | $5.1M | -$1.0M | -46.8% |
| JPMORGAN CHASE & CO | 61,169 | -108,462 | $1.3M | -$999.9K | -63.9% |
| Legal & General Group Plc | 193,844 | -37,247 | $4.1M | +$984.0K | -16.1% |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 127,429 | -1,059 | $2.7M | +$964.3K | -0.8% |
| Man Group plc | 132,550 | -17,285 | $2.8M | +$783.8K | -11.5% |
| RAYMOND JAMES FINANCIAL INC | 99,172 | -4,133 | $2.1M | +$705.6K | -4.0% |
| Nuveen, LLC | 90,239 | 0 | $1.9M | +$693.0K | 0.0% |
| Vident Advisory, LLC | 105,108 | -11,091 | $2.2M | +$656.9K | -9.5% |
| Invesco Ltd. | 170,746 | -50,229 | $3.6M | +$630.7K | -22.7% |
| WELLS FARGO & COMPANY/MN | 206,947 | -153,943 | $4.4M | -$496.6K | -42.6% |
| Squarepoint Ops LLC | 351,980 | -235,421 | $7.5M | -$486.7K | -40.1% |
| SBI Securities Co., Ltd. | 68,721 | -3,921 | $1.5M | +$474.6K | -5.4% |
| Gotham Asset Management, LLC | 60,000 | 0 | $1.3M | +$460.8K | 0.0% |
| Summit Financial, LLC | 47,195 | 0 | $1.0M | +$362.5K | 0.0% |
| TUDOR INVESTMENT CORP ET AL | 47,000 | 0 | $997.8K | +$361.0K | 0.0% |
| TWO SIGMA INVESTMENTS, LP | 46,418 | -49,310 | $985.5K | -$311.7K | -51.5% |
| Autumn Glory Partners, LLC | 35,500 | 0 | $753.7K | +$272.6K | 0.0% |
| SIERRA SUMMIT ADVISORS LLC | 29,111 | -33,891 | $618.0K | -$235.7K | -53.8% |
| LPL Financial LLC | 110,691 | -45,396 | $2.3M | +$235.0K | -29.1% |
| Marex Group plc | 15,255 | -25,112 | $323.9K | -$223.1K | -62.2% |
| Advisory Services Network, LLC | 34,198 | -3,509 | $726.0K | +$215.1K | -9.3% |
| BANK OF MONTREAL /CAN/ | 31,540 | -3,956 | $669.6K | +$188.6K | -11.1% |
| Pictet Asset Management Holding SA | 22,031 | 0 | $467.7K | +$169.2K | 0.0% |
| Sigma Planning Corp | 11,259 | -18,269 | $239.1K | -$161.0K | -61.9% |
| State of Wyoming | 12,756 | -18,704 | $270.8K | -$155.5K | -59.5% |
| Mariner, LLC | 20,896 | -1,787 | $443.6K | +$136.2K | -7.9% |
| Bank of New York Mellon Corp | 28,346 | -6,103 | $601.8K | +$135.0K | -17.7% |
| Russell Investments Group, Ltd. | 8,660 | -14,249 | $183.8K | -$126.8K | -62.2% |
| MBE Wealth Management, LLC | 16,241 | 0 | $344.8K | +$124.7K | 0.0% |
| FOX RUN MANAGEMENT, L.L.C. | 32,255 | -27,428 | $684.8K | -$123.9K | -46.0% |
| Essex LLC | 15,007 | 0 | $318.6K | +$115.3K | 0.0% |
| CHESAPEAKE CAPITAL CORP /IL/ | 14,506 | 0 | $308.0K | +$111.4K | 0.0% |
| LAZARD ASSET MANAGEMENT LLC | 14,308 | 0 | $303.8K | +$109.9K | 0.0% |
| Point72 Asset Management, L.P. | 71,700 | -48,038 | $1.5M | -$100.3K | -40.1% |
| J.W. COLE ADVISORS, INC. | 13,479 | -183 | $284.0K | +$98.9K | -1.3% |
| SUMMIT SECURITIES GROUP LLC | 5,000 | -10,100 | $106.2K | -$98.5K | -66.9% |
| HighTower Advisors, LLC | 17,058 | -2,422 | $362.1K | +$98.2K | -12.4% |
| OSAIC HOLDINGS, INC. | 25,067 | -20,620 | $532.3K | -$88.7K | -45.1% |
| TRUIST FINANCIAL CORP | 12,434 | -625 | $264.0K | +$87.0K | -4.8% |
| YOUSIF CAPITAL MANAGEMENT, LLC | 13,237 | -1,599 | $285.0K | +$84.0K | -10.8% |
| Equitable Holdings, Inc. | 18,008 | -4,121 | $382.3K | +$82.5K | -18.6% |
| DLK Investment Management, LLC | 10,257 | 0 | $217.8K | +$78.8K | 0.0% |
| Cetera Investment Advisers | 35,556 | -14,688 | $754.8K | +$74.0K | -29.2% |
| IHT Wealth Management, LLC | 20,118 | -6,714 | $427.1K | +$63.5K | -25.0% |
| NOMURA ASSET MANAGEMENT CO LTD | 7,500 | 0 | $159.2K | +$57.6K | 0.0% |
| Larson Financial Group LLC | 47 | -3,209 | $1.0K | -$43.1K | -98.5% |
| Pinpoint Asset Management (Singapore) Pte. Ltd. | 6,940 | -6,182 | $147.3K | -$30.5K | -47.1% |
| Blue Trust, Inc. | 6,464 | -1,426 | $137.2K | +$30.3K | -18.1% |
| EDMOND DE ROTHSCHILD HOLDING S.A. | 3,315 | 0 | $70.4K | +$25.5K | 0.0% |
| Triumph Capital Management | 3,279 | 0 | $69.6K | +$25.2K | 0.0% |
| Founders Capital Management | 2,900 | 0 | $61.6K | +$22.3K | 0.0% |
| Federation des caisses Desjardins du Quebec | 129 | -1,563 | $2.7K | -$20.2K | -92.4% |
| Legacy Wealth Managment, LLC/ID | 2,300 | 0 | $48.8K | +$17.7K | 0.0% |
| EXCHANGE TRADED CONCEPTS, LLC | 13,003 | -6,202 | $276.1K | +$15.8K | -32.3% |
| CoreCap Advisors, LLC | 1,764 | 0 | $37.5K | +$13.5K | 0.0% |
| PIN OAK INVESTMENT ADVISORS INC | 1,000 | 0 | $21 | -$13.5K | 0.0% |
| Chung Wu Investment Group, LLC | 1,500 | 0 | $31.8K | +$11.5K | 0.0% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 1,475 | 0 | $31.3K | +$11.3K | 0.0% |
| US BANCORP \DE\ | 1,550 | -100 | $32.9K | +$10.5K | -6.1% |
| HARBOUR INVESTMENTS, INC. | 1,333 | 0 | $28.3K | +$10.2K | 0.0% |
| EverSource Wealth Advisors, LLC | 1,309 | -50 | $27.8K | +$9.4K | -3.7% |
| Global Retirement Partners, LLC | 33,984 | -19,009 | $712.6K | +$7.1K | -35.9% |
| CALDWELL SUTTER CAPITAL, INC. | 750 | 0 | $15.9K | +$5.8K | 0.0% |
| Rockefeller Capital Management L.P. | 96 | -380 | $2.0K | -$4.4K | -79.8% |
| BOOTHBAY FUND MANAGEMENT, LLC | 14,400 | -8,438 | $305.7K | -$3.7K | -36.9% |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | 300 | 0 | $6.4K | +$2.3K | 0.0% |
| Geneos Wealth Management Inc. | 250 | 0 | $5.3K | +$1.9K | 0.0% |
| Sound Income Strategies, LLC | 213 | 0 | $4.5K | +$1.8K | 0.0% |
| MAI Capital Management | 7 | -100 | $150 | -$1.3K | -93.5% |
| Kozak & Associates, Inc. | 205 | 0 | $4.6K | +$1.1K | 0.0% |
| Truvestments Capital LLC | 138 | 0 | $2.9K | +$1.1K | 0.0% |
| Root Financial Partners, LLC | 117 | 0 | $2.5K | +$899 | 0.0% |
| IAG Wealth Partners, LLC | 97 | 0 | $2.1K | +$745 | 0.0% |
| WealthCollab, LLC | 67 | 0 | $1.4K | +$515 | 0.0% |
| Cornerstone Planning Group LLC | 3 | -6 | $70 | -$397 | -66.7% |
| VAN ECK ASSOCIATES CORP | 42,623 | -3,287 | $905 | +$283 | -7.2% |
| GHP Investment Advisors, Inc. | 28 | 0 | $595 | +$215 | 0.0% |
| REAP Financial Group, LLC | 20 | 0 | $425 | +$154 | 0.0% |
| Vestcor Inc | 19,487 | 0 | $414 | +$150 | 0.0% |
| Bruce G. Allen Investments, LLC | 19 | 0 | $403 | +$146 | 0.0% |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 18,700 | 0 | $397 | +$144 | 0.0% |
| Rakuten Securities, Inc. | 158 | -100 | $3.4K | -$142 | -38.8% |
| Cambridge Investment Research Advisors, Inc. | 70,146 | -30,812 | $1.5K | +$121 | -30.5% |
| ALGERT GLOBAL LLC | 32,220 | -13,350 | $684 | +$67 | -29.3% |
| HOLLENCREST CAPITAL MANAGEMENT | 6 | 0 | $127 | +$46 | 0.0% |
| CWM, LLC | 825 | -750 | $18 | -$3 | -47.6% |
| Financial Connections Group, Inc. | 50 | 0 | $1 | +$1 | 0.0% |