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This page summarizes the FOR holdings changes quarter over quarter among those 13F filers that have reported for
the 3/31/2024 period, comparing share count change from 12/31/2023 to 3/31/2024.
Share count is compared over these two periods to provide an indication of whether FOR is being accumulated or
sold by institutions that file their holdings via 13F filings (and as always, when considering this data it is important to be mindful of the
long only reporting requirement).
Filer | 12/31/2023 Share Count | 3/31/2024 Share Count | Change | % Change |
13F Filers Increasing FOR Share Count |
Allspring Global Investments Holdings LLC |
4,436 |
45,195 |
+40,759 |
+918.82% |
Covestor Ltd |
43 |
310 |
+267 |
+620.93% |
Frazier Financial Advisors LLC |
86 |
304 |
+218 |
+253.49% |
Franklin Resources Inc. |
18,839 |
45,223 |
+26,384 |
+140.05% |
CWM LLC |
215 |
501 |
+286 |
+133.02% |
Los Angeles Capital Management & Equity Research Inc. |
36,124 |
65,867 |
+29,743 |
+82.34% |
Quantbot Technologies LP |
11,172 |
18,096 |
+6,924 |
+61.98% |
Denali Advisors LLC |
81,728 |
131,302 |
+49,574 |
+60.66% |
Susquehanna International Group LLP |
38,016 |
60,670 |
+22,654 |
+59.59% |
Empowered Funds LLC |
186,635 |
290,197 |
+103,562 |
+55.49% |
HRT Financial LP |
28,375 |
42,305 |
+13,930 |
+49.09% |
New York State Common Retirement Fund |
34,183 |
50,572 |
+16,389 |
+47.94% |
One Wealth Advisors LLC |
6,182 |
8,743 |
+2,561 |
+41.43% |
ClariVest Asset Management LLC |
120 |
164 |
+44 |
+36.67% |
Teacher Retirement System of Texas |
44,911 |
52,511 |
+7,600 |
+16.92% |
Ritholtz Wealth Management |
46,451 |
54,101 |
+7,650 |
+16.47% |
BlackRock Inc. |
1,778,745 |
1,991,153 |
+212,408 |
+11.94% |
Wells Fargo & Company MN |
17,123 |
19,068 |
+1,945 |
+11.36% |
O Shaughnessy Asset Management LLC |
88,306 |
98,337 |
+10,031 |
+11.36% |
Quest Partners LLC |
5,075 |
5,604 |
+529 |
+10.42% |
Dimensional Fund Advisors LP |
2,026,590 |
2,237,637 |
+211,047 |
+10.41% |
UBS Group AG |
30,299 |
33,340 |
+3,041 |
+10.04% |
Sei Investments Co. |
61,760 |
67,491 |
+5,731 |
+9.28% |
Envestnet Asset Management Inc. |
39,031 |
42,201 |
+3,170 |
+8.12% |
LPL Financial LLC |
104,633 |
111,969 |
+7,336 |
+7.01% |
Nuveen Asset Management LLC |
353,833 |
372,473 |
+18,640 |
+5.27% |
Assenagon Asset Management S.A. |
162,976 |
170,755 |
+7,779 |
+4.77% |
Citigroup Inc. |
7,499 |
7,829 |
+330 |
+4.40% |
Geode Capital Management LLC |
432,361 |
444,471 |
+12,110 |
+2.80% |
Vanguard Group Inc. |
2,777,578 |
2,805,957 |
+28,379 |
+1.02% |
Nisa Investment Advisors LLC |
9,600 |
9,613 |
+13 |
+0.14% |
13F Filers Reporting New Positions In FOR |
Proequities Inc. |
0 |
0 |
UNCH |
100% |
Robeco Institutional Asset Management B.V. |
0 |
20,457 |
+20,457 |
+100% |
Advisory Services Network LLC |
0 |
0 |
UNCH |
100% |
Nelson Van Denburg & Campbell Wealth Management Group LLC |
0 |
6 |
+6 |
+100% |
Victory Capital Management Inc. |
0 |
6,031 |
+6,031 |
+100% |
Cornercap Investment Counsel Inc. |
0 |
23,153 |
+23,153 |
+100% |
Principal Financial Group Inc. |
0 |
12,634 |
+12,634 |
+100% |
Janney Montgomery Scott LLC |
0 |
9,768 |
+9,768 |
+100% |
Arizona State Retirement System |
0 |
5,487 |
+5,487 |
+100% |
Riggs Asset Managment Co. Inc. |
0 |
21 |
+21 |
+100% |
ARP Americas LP |
0 |
17,900 |
+17,900 |
+100% |
Venturi Wealth Management LLC |
0 |
26 |
+26 |
+100% |
CWA Asset Management Group LLC |
0 |
5,903 |
+5,903 |
+100% |
CWM Advisors LLC |
0 |
23,404 |
+23,404 |
+100% |
Financial Gravity Asset Management Inc. |
0 |
14 |
+14 |
+100% |
Jackson Creek Investment Advisors LLC |
0 |
31,564 |
+31,564 |
+100% |
SageView Advisory Group LLC |
0 |
54,477 |
+54,477 |
+100% |
GAMMA Investing LLC |
0 |
17 |
+17 |
+100% |
nVerses Capital LLC |
0 |
600 |
+600 |
+100% |
Sierra Summit Advisors LLC |
0 |
16,796 |
+16,796 |
+100% |
Ashton Thomas Private Wealth LLC |
0 |
5,880 |
+5,880 |
+100% |
13F Filers With Unchanged Share Count |
Truist Financial Corp |
15,130 |
15,130 |
UNCH |
0.00% |
New York State Teachers Retirement System |
1,612 |
1,612 |
UNCH |
0.00% |
Great West Life Assurance Co. Can |
2,259 |
2,259 |
UNCH |
0.00% |
Ameritas Investment Partners Inc. |
1,808 |
1,808 |
UNCH |
0.00% |
Massmutual Trust Co. FSB ADV |
11 |
11 |
UNCH |
0.00% |
Hussman Strategic Advisors Inc. |
36,000 |
36,000 |
UNCH |
0.00% |
Cornerstone Investment Partners LLC |
6,820 |
6,820 |
UNCH |
0.00% |
Zurcher Kantonalbank Zurich Cantonalbank |
3,366 |
3,366 |
UNCH |
0.00% |
Signaturefd LLC |
691 |
691 |
UNCH |
0.00% |
Cooper Creek Partners Management LLC |
100,189 |
100,189 |
UNCH |
0.00% |
Allworth Financial LP |
5 |
5 |
UNCH |
0.00% |
Swiss National Bank |
39,317 |
39,317 |
UNCH |
0.00% |
Lee Johnson Capital Management LLC |
17,767 |
17,767 |
UNCH |
0.00% |
EverSource Wealth Advisors LLC |
429 |
429 |
UNCH |
0.00% |
Lindbrook Capital LLC |
220 |
220 |
UNCH |
0.00% |
LGT Financial Advisors LLC |
14 |
14 |
UNCH |
0.00% |
TD Waterhouse Canada Inc. |
130 |
130 |
UNCH |
0.00% |
13F Filers Decreasing FOR Share Count |
Jump Financial LLC |
27,165 |
8,161 |
-19,004 |
-69.96% |
Russell Investments Group Ltd. |
167,975 |
59,921 |
-108,054 |
-64.33% |
Amalgamated Bank |
1,575 |
594 |
-981 |
-62.29% |
GSA Capital Partners LLP |
46,891 |
19,401 |
-27,490 |
-58.63% |
BNP Paribas Arbitrage SA |
21,558 |
8,925 |
-12,633 |
-58.60% |
New York Life Investment Management LLC |
22,367 |
9,614 |
-12,753 |
-57.02% |
Advisor Group Holdings Inc. |
1,313 |
757 |
-556 |
-42.35% |
US Bancorp DE |
30,381 |
19,668 |
-10,713 |
-35.26% |
JPMorgan Chase & Co. |
481,515 |
345,869 |
-135,646 |
-28.17% |
Heartland Advisors Inc. |
400,000 |
300,000 |
-100,000 |
-25.00% |
Summit Global Investments |
32,836 |
25,059 |
-7,777 |
-23.68% |
FMR LLC |
8,380 |
6,938 |
-1,442 |
-17.21% |
Premier Fund Managers Ltd |
24,494 |
21,046 |
-3,448 |
-14.08% |
Skandinaviska Enskilda Banken AB publ |
163,900 |
142,100 |
-21,800 |
-13.30% |
Parallel Advisors LLC |
173 |
154 |
-19 |
-10.98% |
Renaissance Technologies LLC |
164,580 |
146,900 |
-17,680 |
-10.74% |
Mackenzie Financial Corp |
9,119 |
8,191 |
-928 |
-10.18% |
Principal Securities Inc. |
33 |
31 |
-2 |
-6.06% |
First Trust Advisors LP |
126,977 |
119,502 |
-7,475 |
-5.89% |
Credit Suisse AG |
22,430 |
21,169 |
-1,261 |
-5.62% |
Panagora Asset Management Inc. |
73,062 |
69,048 |
-4,014 |
-5.49% |
Strs Ohio |
3,700 |
3,500 |
-200 |
-5.41% |
Acadian Asset Management LLC |
64,474 |
61,213 |
-3,261 |
-5.06% |
Orion Portfolio Solutions LLC |
8,396 |
8,031 |
-365 |
-4.35% |
Charles Schwab Investment Management Inc. |
148,095 |
143,121 |
-4,974 |
-3.36% |
Bank of New York Mellon Corp |
142,762 |
139,389 |
-3,373 |
-2.36% |
Moody Aldrich Partners LLC |
174,113 |
170,134 |
-3,979 |
-2.29% |
Harbour Capital Advisors LLC |
22,400 |
22,050 |
-350 |
-1.56% |
Staley Capital Advisers Inc. |
1,770 |
1,750 |
-20 |
-1.13% |
American International Group Inc. |
9,111 |
9,033 |
-78 |
-0.86% |
Rhumbline Advisers |
30,051 |
29,912 |
-139 |
-0.46% |
Carolina Wealth Advisors LLC |
19,587 |
19,505 |
-82 |
-0.42% |
Creative Planning |
10,586 |
10,573 |
-13 |
-0.12% |
13F Filers Exiting FOR |
McGlone Suttner Wealth Management Inc. |
1,068 |
0 |
-1,068 |
-100.00% |
Raleigh Capital Management Inc. |
169 |
0 |
-169 |
-100.00% |
Glassman Wealth Services |
16 |
0 |
-16 |
-100.00% |
Capula Management Ltd |
28,458 |
0 |
-28,458 |
-100.00% |
Baader Bank INC |
9,000 |
0 |
-9,000 |
-100.00% |
SG Americas Securities LLC |
10,356 |
0 |
-10,356 |
-100.00% |
Dimension Capital Management LLC |
21,404 |
0 |
-21,404 |
-100.00% |
State Board of Administration of Florida Retirement System |
11,127 |
0 |
-11,127 |
-100.00% |
Group One Trading L.P. |
371 |
0 |
-371 |
-100.00% |
Bank of Montreal Can |
10,630 |
0 |
-10,630 |
-100.00% |
Huntington National Bank |
45 |
0 |
-45 |
-100.00% |
See Summary: Institutional Holders of FOR
See Details: Top 10 Hedge Funds Holding FOR
Also See: FOR Insider Buying
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