| 2026-03-31 → 2026-06-30 | Citadel Advisors | TRIMMED | 973,917 | 590,977 | -$14.2M |
| 2026-03-31 → 2026-06-30 | Bridgewater Associates | CLOSED | 477,453 | 0 | -$19.3M |
| 2026-03-31 → 2026-06-30 | Point72 Asset Management | ADDED | 26,500 | 656,308 | $26.9M |
| 2026-03-31 → 2026-06-30 | Lone Pine Capital | TRIMMED | 11,208,969 | 792,717 | -$419.9M |
| 2026-03-31 → 2026-06-30 | D. E. Shaw & Co. | TRIMMED | 3,600,628 | 2,694,174 | -$31.0M |
| 2026-03-31 → 2026-06-30 | Two Sigma Investments | TRIMMED | 589,921 | 526,353 | -$1.5M |
| 2026-03-31 → 2026-06-30 | Millennium Management | ADDED | 239,237 | 316,196 | $3.8M |
| 2026-03-31 → 2026-06-30 | Fisher Asset Management | ADDED | 21,940 | 22,639 | $0.1M |
| 2026-03-31 → 2026-06-30 | AQR Capital Management | ADDED | 169,620 | 324,994 | $7.0M |
| 2026-03-31 → 2026-06-30 | Norges Bank Investment Management | NEW | 0 | 28,058,813 | $1,195.6M |
| 2026-03-31 → 2026-06-30 | Marshall Wace | NEW | 0 | 119,027 | $5.1M |
| 2026-03-31 → 2026-06-30 | Capital Research Global Investors | TRIMMED | 4,289,389 | 3,734,786 | -$14.4M |
| 2026-03-31 → 2026-06-30 | Neuberger Berman | TRIMMED | 7,149,678 | 7,053,087 | $11.5M |
| 2026-03-31 → 2026-06-30 | Blackstone | NEW | 0 | 14,950 | $0.6M |
| 2026-03-31 → 2026-06-30 | Akre Capital Management | TRIMMED | 17,027,077 | 12,119,927 | -$172.9M |
| 2026-03-31 → 2026-06-30 | Third Avenue Management | TRIMMED | 481,495 | 394,929 | -$2.7M |
| 2026-03-31 → 2026-06-30 | Ancora Advisors | TRIMMED | 67,329 | 64,787 | $0.0M |
| 2026-03-31 → 2026-06-30 | Arrowstreet Capital | NEW | 0 | 1,816,951 | $77.4M |
| 2026-03-31 → 2026-06-30 | Aristotle Capital Management | TRIMMED | 3,113,897 | 2,914,232 | -$1.5M |
| 2026-03-31 → 2026-06-30 | Clearbridge Investments | TRIMMED | 2,761,918 | 2,674,360 | $2.1M |
| 2026-03-31 → 2026-06-30 | Geode Capital Management | ADDED | 20,589,695 | 22,299,618 | $122.1M |
| 2026-03-31 → 2026-06-30 | Capital World Investors | TRIMMED | 82,340,675 | 78,684,708 | $19.1M |
| 2026-03-31 → 2026-06-30 | Select Equity Group | TRIMMED | 765,841 | 206,886 | -$22.1M |
| 2026-03-31 → 2026-06-30 | Walleye Capital | CLOSED | 6,540 | 0 | -$0.3M |
| 2026-03-31 → 2026-06-30 | Squarepoint Ops | TRIMMED | 251,705 | 34,955 | -$8.7M |
| 2026-03-31 → 2026-06-30 | Schonfeld Strategic Advisors | CLOSED | 44,303 | 0 | -$1.8M |
| 2026-03-31 → 2026-06-30 | Voleon Capital Management | ADDED | 184,055 | 221,231 | $2.0M |
| 2026-03-31 → 2026-06-30 | Qube Research & Technologies | ADDED | 436,751 | 1,366,614 | $40.5M |
| 2026-03-31 → 2026-06-30 | Capstone Investment Advisors | NEW | 0 | 23,670 | $1.0M |
| 2026-03-31 → 2026-06-30 | Man Group | ADDED | 202,542 | 349,587 | $6.7M |
| 2026-03-31 → 2026-06-30 | 1832 Asset Management | TRIMMED | 42,945,630 | 42,497,472 | $72.0M |
| 2025-12-31 → 2026-03-31 | Citadel Advisors | ADDED | 403,414 | 973,917 | $20.9M |
| 2025-12-31 → 2026-03-31 | Bridgewater Associates | TRIMMED | 565,075 | 477,453 | -$6.7M |
| 2025-12-31 → 2026-03-31 | Third Point | CLOSED | 6,200,000 | 0 | -$284.5M |
| 2025-12-31 → 2026-03-31 | Point72 Asset Management | NEW | 0 | 26,500 | $1.1M |
| 2025-12-31 → 2026-03-31 | Lone Pine Capital | TRIMMED | 15,923,360 | 11,208,969 | -$277.1M |
| 2025-12-31 → 2026-03-31 | D. E. Shaw & Co. | ADDED | 44,386 | 3,600,628 | $143.7M |
| 2025-12-31 → 2026-03-31 | Two Sigma Investments | NEW | 0 | 589,921 | $23.9M |
| 2025-12-31 → 2026-03-31 | Millennium Management | TRIMMED | 562,590 | 239,237 | -$16.1M |
| 2025-12-31 → 2026-03-31 | Fisher Asset Management | TRIMMED | 26,446 | 21,940 | -$0.3M |
| 2025-12-31 → 2026-03-31 | AQR Capital Management | ADDED | 150,169 | 169,620 | -$0.1M |
| 2025-12-31 → 2026-03-31 | Norges Bank Investment Management | CLOSED | 26,740,100 | 0 | -$1,227.6M |
| 2025-12-31 → 2026-03-31 | Capital Research Global Investors | ADDED | 2,134,876 | 4,289,389 | $75.7M |
| 2025-12-31 → 2026-03-31 | Neuberger Berman | ADDED | 6,940,908 | 7,149,678 | -$29.6M |
| 2025-12-31 → 2026-03-31 | Akre Capital Management | TRIMMED | 26,843,633 | 17,027,077 | -$542.8M |
| 2025-12-31 → 2026-03-31 | Third Avenue Management | TRIMMED | 548,119 | 481,495 | -$5.7M |
| 2025-12-31 → 2026-03-31 | Ancora Advisors | ADDED | 66,372 | 67,329 | -$0.3M |
| 2025-12-31 → 2026-03-31 | Aristotle Capital Management | ADDED | 1,603,470 | 3,113,897 | -$21.2M |
| 2025-12-31 → 2026-03-31 | Clearbridge Investments | TRIMMED | 2,851,937 | 2,761,918 | -$19.1M |
| 2025-12-31 → 2026-03-31 | Geode Capital Management | ADDED | 19,679,423 | 20,589,695 | -$64.8M |
| 2025-12-31 → 2026-03-31 | Capital World Investors | TRIMMED | 99,069,016 | 82,340,675 | -$1,214.2M |
| 2025-12-31 → 2026-03-31 | Chilton Investment Company | CLOSED | 5,014 | 0 | -$0.2M |
| 2025-12-31 → 2026-03-31 | Select Equity Group | TRIMMED | 996,111 | 765,841 | -$14.9M |
| 2025-12-31 → 2026-03-31 | Walleye Capital | NEW | 0 | 6,540 | $0.3M |
| 2025-12-31 → 2026-03-31 | Squarepoint Ops | NEW | 0 | 251,705 | $10.2M |
| 2025-12-31 → 2026-03-31 | Schonfeld Strategic Advisors | NEW | 0 | 44,303 | $1.8M |
| 2025-12-31 → 2026-03-31 | Voleon Capital Management | ADDED | 88,713 | 184,055 | $3.4M |
| 2025-12-31 → 2026-03-31 | Qube Research & Technologies | ADDED | 172,000 | 436,751 | $9.8M |
| 2025-12-31 → 2026-03-31 | Graham Capital Management | CLOSED | 52,322 | 0 | -$2.4M |
| 2025-12-31 → 2026-03-31 | Man Group | ADDED | 20,790 | 202,542 | $7.2M |
| 2025-12-31 → 2026-03-31 | 1832 Asset Management | TRIMMED | 45,546,724 | 42,945,630 | -$352.1M |
| 2025-12-31 → 2026-03-31 | Pershing Square Capital | TRIMMED | 61,403,089 | 59,697,208 | -$401.8M |
| 2025-09-30 → 2025-12-31 | Citadel Advisors | ADDED | 310,098 | 403,414 | -$2.8M |
| 2025-09-30 → 2025-12-31 | Bridgewater Associates | ADDED | 384,727 | 565,075 | -$0.4M |
| 2025-09-30 → 2025-12-31 | Third Point | ADDED | 4,675,000 | 6,200,000 | -$36.1M |
| 2025-09-30 → 2025-12-31 | Lone Pine Capital | ADDED | 10,181,348 | 15,923,360 | $32.5M |
| 2025-09-30 → 2025-12-31 | D. E. Shaw & Co. | ADDED | 43,292 | 44,386 | -$0.9M |
| 2025-09-30 → 2025-12-31 | Millennium Management | TRIMMED | 577,900 | 562,590 | -$13.8M |
| 2025-09-30 → 2025-12-31 | Fisher Asset Management | ADDED | 14,244 | 26,446 | $0.2M |
| 2025-09-30 → 2025-12-31 | AQR Capital Management | ADDED | 36,377 | 150,169 | $4.4M |
| 2025-09-30 → 2025-12-31 | Norges Bank Investment Management | NEW | 0 | 26,740,100 | $1,227.6M |
| 2025-09-30 → 2025-12-31 | Capital Research Global Investors | ADDED | 1,452,739 | 2,134,876 | -$1.7M |
| 2025-09-30 → 2025-12-31 | Neuberger Berman | ADDED | 4,783,470 | 6,940,908 | -$9.5M |
| 2025-09-30 → 2025-12-31 | Akre Capital Management | ADDED | 19,215,941 | 26,843,633 | -$86.0M |
| 2025-09-30 → 2025-12-31 | Third Avenue Management | ADDED | 378,249 | 548,119 | -$0.5M |
| 2025-09-30 → 2025-12-31 | Ancora Advisors | ADDED | 44,545 | 66,372 | -$0.0M |
| 2025-09-30 → 2025-12-31 | Aristotle Capital Management | TRIMMED | 1,782,764 | 1,603,470 | -$2.6M |
| 2025-09-30 → 2025-12-31 | Clearbridge Investments | ADDED | 1,958,211 | 2,851,937 | $41.3M |
| 2025-09-30 → 2025-12-31 | Geode Capital Management | ADDED | 12,220,234 | 19,679,423 | $68.0M |
| 2025-09-30 → 2025-12-31 | Capital World Investors | ADDED | 68,313,662 | 99,069,016 | -$138.7M |
| 2025-09-30 → 2025-12-31 | Chilton Investment Company | ADDED | 3,343 | 5,014 | $0.0M |
| 2025-09-30 → 2025-12-31 | Select Equity Group | ADDED | 791,924 | 996,111 | -$8.6M |
| 2025-09-30 → 2025-12-31 | Verition Fund Management | CLOSED | 85,053 | 0 | -$5.8M |
| 2025-09-30 → 2025-12-31 | Squarepoint Ops | CLOSED | 40,230 | 0 | -$2.8M |
| 2025-09-30 → 2025-12-31 | Voleon Capital Management | NEW | 0 | 88,713 | $4.1M |
| 2025-09-30 → 2025-12-31 | Qube Research & Technologies | ADDED | 168,900 | 172,000 | -$3.7M |
| 2025-09-30 → 2025-12-31 | Capstone Investment Advisors | CLOSED | 28,084 | 0 | -$1.9M |
| 2025-09-30 → 2025-12-31 | Graham Capital Management | ADDED | 9,838 | 52,322 | $1.7M |
| 2025-09-30 → 2025-12-31 | Man Group | NEW | 0 | 20,790 | $1.0M |
| 2025-09-30 → 2025-12-31 | 1832 Asset Management | ADDED | 16,305,509 | 45,546,724 | $971.9M |
| 2025-09-30 → 2025-12-31 | Pershing Square Capital | ADDED | 41,020,231 | 61,403,089 | $4.6M |
| 2025-06-30 → 2025-09-30 | Renaissance Technologies | CLOSED | 47,363 | 0 | -$2.9M |
| 2025-06-30 → 2025-09-30 | Citadel Advisors | ADDED | 275,206 | 310,098 | $4.2M |
| 2025-06-30 → 2025-09-30 | Bridgewater Associates | TRIMMED | 510,755 | 384,727 | -$5.1M |
| 2025-06-30 → 2025-09-30 | Lone Pine Capital | ADDED | 5,621,385 | 10,181,348 | $350.6M |
| 2025-06-30 → 2025-09-30 | D. E. Shaw & Co. | TRIMMED | 302,301 | 43,292 | -$15.8M |
| 2025-06-30 → 2025-09-30 | Millennium Management | ADDED | 521,000 | 577,900 | $7.4M |
| 2025-06-30 → 2025-09-30 | Fisher Asset Management | TRIMMED | 22,447 | 14,244 | -$0.4M |
| 2025-06-30 → 2025-09-30 | AQR Capital Management | ADDED | 25,380 | 36,377 | $0.9M |
| 2025-06-30 → 2025-09-30 | Norges Bank Investment Management | CLOSED | 16,802,529 | 0 | -$1,040.2M |
| 2025-06-30 → 2025-09-30 | Capital Research Global Investors | NEW | 0 | 1,452,739 | $99.7M |
| 2025-06-30 → 2025-09-30 | Neuberger Berman | TRIMMED | 4,904,047 | 4,783,470 | $24.8M |
| 2025-06-30 → 2025-09-30 | Akre Capital Management | TRIMMED | 19,219,290 | 19,215,941 | $129.1M |
| 2025-06-30 → 2025-09-30 | Ancora Advisors | TRIMMED | 45,495 | 44,545 | $0.2M |
| 2025-06-30 → 2025-09-30 | Arrowstreet Capital | CLOSED | 172,120 | 0 | -$10.7M |
| 2025-06-30 → 2025-09-30 | Aristotle Capital Management | TRIMMED | 2,303,751 | 1,782,764 | -$21.1M |
| 2025-06-30 → 2025-09-30 | Clearbridge Investments | TRIMMED | 2,001,501 | 1,958,211 | -$34.3M |
| 2025-06-30 → 2025-09-30 | Geode Capital Management | ADDED | 10,882,122 | 12,220,234 | $165.7M |
| 2025-06-30 → 2025-09-30 | Capital World Investors | ADDED | 66,689,577 | 68,313,662 | $560.3M |
| 2025-06-30 → 2025-09-30 | Chilton Investment Company | NEW | 0 | 3,343 | $0.2M |
| 2025-06-30 → 2025-09-30 | Select Equity Group | TRIMMED | 1,474,154 | 791,924 | -$36.7M |
| 2025-06-30 → 2025-09-30 | Verition Fund Management | ADDED | 15,053 | 85,053 | $4.9M |
| 2025-06-30 → 2025-09-30 | Squarepoint Ops | ADDED | 25,502 | 40,230 | $1.2M |
| 2025-06-30 → 2025-09-30 | Qube Research & Technologies | TRIMMED | 239,700 | 168,900 | -$3.3M |
| 2025-06-30 → 2025-09-30 | Capstone Investment Advisors | ADDED | 3,846 | 28,084 | $1.7M |
| 2025-06-30 → 2025-09-30 | Graham Capital Management | NEW | 0 | 9,838 | $0.7M |
| 2025-06-30 → 2025-09-30 | 1832 Asset Management | TRIMMED | 18,423,346 | 16,305,509 | -$21.3M |
| 2025-06-30 → 2025-09-30 | Pershing Square Capital | TRIMMED | 41,160,397 | 41,020,231 | $267.4M |
| 2025-03-31 → 2025-06-30 | Renaissance Technologies | NEW | 0 | 47,363 | $2.9M |
| 2025-03-31 → 2025-06-30 | Citadel Advisors | TRIMMED | 512,073 | 275,206 | -$9.8M |
| 2025-03-31 → 2025-06-30 | Bridgewater Associates | TRIMMED | 571,795 | 510,755 | $1.6M |
| 2025-03-31 → 2025-06-30 | Third Point | ADDED | 4,240,000 | 4,675,000 | $66.9M |
| 2025-03-31 → 2025-06-30 | Duquesne Family Office | CLOSED | 315,925 | 0 | -$0.0M |
| 2025-03-31 → 2025-06-30 | Lone Pine Capital | NEW | 0 | 5,621,385 | $347.7M |
| 2025-03-31 → 2025-06-30 | D. E. Shaw & Co. | ADDED | 24,400 | 302,301 | $17.4M |
| 2025-03-31 → 2025-06-30 | Millennium Management | ADDED | 371,093 | 521,000 | $12.8M |
| 2025-03-31 → 2025-06-30 | Fisher Asset Management | ADDED | 13,493 | 22,447 | $0.7M |
| 2025-03-31 → 2025-06-30 | AQR Capital Management | ADDED | 18,571 | 25,380 | $0.6M |
| 2025-03-31 → 2025-06-30 | Norges Bank Investment Management | NEW | 0 | 16,802,529 | $1,040.2M |
| 2025-03-31 → 2025-06-30 | Neuberger Berman | TRIMMED | 4,953,477 | 4,904,047 | $43.7M |
| 2025-03-31 → 2025-06-30 | Akre Capital Management | ADDED | 19,094,021 | 19,219,290 | $188.0M |
| 2025-03-31 → 2025-06-30 | Ancora Advisors | TRIMMED | 45,704 | 45,495 | $0.4M |
| 2025-03-31 → 2025-06-30 | Arrowstreet Capital | NEW | 0 | 172,120 | $10.7M |
| 2025-03-31 → 2025-06-30 | Aristotle Capital Management | ADDED | 8,828 | 2,303,751 | $170.4M |
| 2025-03-31 → 2025-06-30 | Clearbridge Investments | TRIMMED | 2,122,819 | 2,001,501 | $12.5M |
| 2025-03-31 → 2025-06-30 | Geode Capital Management | ADDED | 9,111,744 | 10,882,122 | $196.2M |
| 2025-03-31 → 2025-06-30 | Capital World Investors | ADDED | 65,343,279 | 66,689,577 | $700.5M |
| 2025-03-31 → 2025-06-30 | Select Equity Group | TRIMMED | 3,840,414 | 1,474,154 | -$109.9M |
| 2025-03-31 → 2025-06-30 | Squarepoint Ops | ADDED | 19,681 | 25,502 | $0.5M |
| 2024-12-31 → 2025-06-30 | Qube Research & Technologies | TRIMMED | 283,800 | 239,700 | -$1.4M |
| 2025-03-31 → 2025-06-30 | Capstone Investment Advisors | NEW | 0 | 3,846 | $0.2M |
| 2025-03-31 → 2025-06-30 | 1832 Asset Management | TRIMMED | 19,340,194 | 18,423,346 | $125.9M |
| 2025-03-31 → 2025-06-30 | Pershing Square Capital | ADDED | 41,004,657 | 41,160,397 | $396.7M |
| 2024-12-31 → 2025-03-31 | Citadel Advisors | TRIMMED | 897,567 | 512,073 | -$24.7M |
| 2024-12-31 → 2025-03-31 | Bridgewater Associates | ADDED | 482,873 | 571,795 | $2.2M |
| 2024-12-31 → 2025-03-31 | Third Point | TRIMMED | 4,990,000 | 4,240,000 | -$64.5M |
| 2024-12-31 → 2025-03-31 | Duquesne Family Office | TRIMMED | 610,225 | 315,925 | -$0.0M |
| 2024-12-31 → 2025-03-31 | D. E. Shaw & Co. | ADDED | 23,700 | 24,400 | -$0.1M |
| 2024-12-31 → 2025-03-31 | Millennium Management | TRIMMED | 493,342 | 371,093 | -$8.9M |
| 2024-12-31 → 2025-03-31 | Fisher Asset Management | ADDED | 9,873 | 13,493 | $0.1M |
| 2024-12-31 → 2025-03-31 | AQR Capital Management | ADDED | 7,502 | 18,571 | $0.5M |
| 2024-12-31 → 2025-03-31 | Norges Bank Investment Management | CLOSED | 16,956,500 | 0 | -$973.6M |
| 2024-12-31 → 2025-03-31 | Neuberger Berman | TRIMMED | 5,652,342 | 4,953,477 | -$65.1M |
| 2024-12-31 → 2025-03-31 | Akre Capital Management | ADDED | 18,969,179 | 19,094,021 | -$89.1M |
| 2024-12-31 → 2025-03-31 | Third Avenue Management | TRIMMED | 391,478 | 378,249 | -$2.7M |
| 2024-12-31 → 2025-03-31 | Ancora Advisors | TRIMMED | 45,759 | 45,704 | -$0.2M |
| 2024-12-31 → 2025-03-31 | Arrowstreet Capital | CLOSED | 314,143 | 0 | -$18.0M |
| 2024-12-31 → 2025-03-31 | Aristotle Capital Management | TRIMMED | 2,499,376 | 8,828 | -$128.1M |
| 2024-12-31 → 2025-03-31 | Clearbridge Investments | TRIMMED | 2,222,358 | 2,122,819 | -$16.4M |
| 2024-12-31 → 2025-03-31 | Geode Capital Management | ADDED | 7,960,098 | 9,111,744 | $23.2M |
| 2024-12-31 → 2025-03-31 | Capital World Investors | ADDED | 59,020,303 | 65,343,279 | $33.6M |
| 2024-12-31 → 2025-03-31 | Charles Schwab Investment Management | CLOSED | 3,788,312 | 0 | -$217.6M |
| 2024-12-31 → 2025-03-31 | Select Equity Group | TRIMMED | 8,097,315 | 3,840,414 | -$264.2M |
| 2024-12-31 → 2025-03-31 | Squarepoint Ops | NEW | 0 | 19,681 | $1.0M |
| 2024-12-31 → 2025-03-31 | 1832 Asset Management | TRIMMED | 22,196,935 | 19,340,194 | -$261.6M |
| 2024-12-31 → 2025-03-31 | Pershing Square Capital | ADDED | 34,893,064 | 41,004,657 | $144.4M |
| 2024-09-30 → 2024-12-31 | Citadel Advisors | TRIMMED | 1,032,707 | 897,567 | -$3.3M |
| 2024-09-30 → 2024-12-31 | Bridgewater Associates | NEW | 0 | 482,873 | $27.7M |
| 2024-09-30 → 2024-12-31 | Third Point | ADDED | 4,725,000 | 4,990,000 | $35.5M |
| 2024-09-30 → 2024-12-31 | Duquesne Family Office | NEW | 0 | 610,225 | $0.0M |
| 2024-09-30 → 2024-12-31 | D. E. Shaw & Co. | ADDED | 4,500 | 23,700 | $1.1M |
| 2024-09-30 → 2024-12-31 | Millennium Management | ADDED | 470,994 | 493,342 | $3.3M |
| 2024-09-30 → 2024-12-31 | Fisher Asset Management | ADDED | 9,618 | 9,873 | $0.1M |
| 2024-09-30 → 2024-12-31 | AQR Capital Management | ADDED | 5,487 | 7,502 | $0.1M |
| 2024-09-30 → 2024-12-31 | Norges Bank Investment Management | NEW | 0 | 16,956,500 | $973.6M |
| 2024-09-30 → 2024-12-31 | Marshall Wace | CLOSED | 21,400 | 0 | -$1.1M |
| 2024-09-30 → 2024-12-31 | Neuberger Berman | TRIMMED | 5,891,229 | 5,652,342 | $11.6M |
| 2024-09-30 → 2024-12-31 | Akre Capital Management | ADDED | 18,938,431 | 18,969,179 | $83.2M |
| 2024-09-30 → 2024-12-31 | Third Avenue Management | TRIMMED | 454,794 | 391,478 | -$1.7M |
| 2024-09-30 → 2024-12-31 | Ancora Advisors | TRIMMED | 45,959 | 45,759 | $0.2M |
| 2024-09-30 → 2024-12-31 | Arrowstreet Capital | ADDED | 168,061 | 314,143 | $9.1M |
| 2024-09-30 → 2024-12-31 | Aristotle Capital Management | TRIMMED | 2,628,676 | 2,499,376 | $2.7M |
| 2024-09-30 → 2024-12-31 | Clearbridge Investments | ADDED | 1,716,917 | 2,222,358 | $36.4M |
| 2024-09-30 → 2024-12-31 | Geode Capital Management | ADDED | 6,029,880 | 7,960,098 | $139.8M |
| 2024-09-30 → 2024-12-31 | Capital World Investors | ADDED | 57,238,269 | 59,020,303 | $348.7M |
| 2024-09-30 → 2024-12-31 | Charles Schwab Investment Management | ADDED | 3,564,317 | 3,788,312 | $28.1M |
| 2024-09-30 → 2024-12-31 | Select Equity Group | TRIMMED | 9,723,279 | 8,097,315 | -$51.8M |
| 2024-09-30 → 2024-12-31 | Verition Fund Management | TRIMMED | 47,617 | 15,053 | -$1.7M |
| 2024-09-30 → 2024-12-31 | Squarepoint Ops | CLOSED | 46,673 | 0 | -$2.5M |
| 2024-09-30 → 2024-12-31 | Qube Research & Technologies | NEW | 0 | 283,800 | $16.3M |
| 2024-09-30 → 2024-12-31 | 1832 Asset Management | TRIMMED | 23,123,203 | 22,196,935 | $46.2M |
| 2024-09-30 → 2024-12-31 | Pershing Square Capital | ADDED | 32,735,883 | 34,893,064 | $264.7M |
| 2024-06-30 → 2024-09-30 | Citadel Advisors | TRIMMED | 1,051,587 | 1,032,707 | $11.2M |
| 2024-06-30 → 2024-09-30 | Third Point | NEW | 0 | 4,725,000 | $251.1M |
| 2024-06-30 → 2024-09-30 | D. E. Shaw & Co. | NEW | 0 | 4,500 | $0.2M |
| 2024-06-30 → 2024-09-30 | Millennium Management | ADDED | 345,545 | 470,994 | $10.7M |
| 2024-06-30 → 2024-09-30 | Fisher Asset Management | TRIMMED | 9,903 | 9,618 | $0.1M |
| 2024-06-30 → 2024-09-30 | AQR Capital Management | NEW | 0 | 5,487 | $0.3M |
| 2024-06-30 → 2024-09-30 | Norges Bank Investment Management | CLOSED | 16,091,124 | 0 | -$669.1M |
| 2024-06-30 → 2024-09-30 | Marshall Wace | NEW | 0 | 21,400 | $1.1M |
| 2024-06-30 → 2024-09-30 | Neuberger Berman | TRIMMED | 6,297,610 | 5,891,229 | $51.5M |
| 2024-06-30 → 2024-09-30 | Akre Capital Management | ADDED | 18,465,882 | 18,938,431 | $239.5M |
| 2024-06-30 → 2024-09-30 | Third Avenue Management | TRIMMED | 484,530 | 454,794 | $4.0M |
| 2024-06-30 → 2024-09-30 | Arrowstreet Capital | ADDED | 6,355 | 168,061 | $8.9M |
| 2024-06-30 → 2024-09-30 | Aristotle Capital Management | TRIMMED | 2,750,101 | 2,628,676 | $11.4M |
| 2024-06-30 → 2024-09-30 | Clearbridge Investments | TRIMMED | 1,748,176 | 1,716,917 | $18.6M |
| 2024-06-30 → 2024-09-30 | Geode Capital Management | ADDED | 5,438,123 | 6,029,880 | $95.6M |
| 2024-06-30 → 2024-09-30 | Capital World Investors | ADDED | 55,969,398 | 57,238,269 | $717.0M |
| 2024-06-30 → 2024-09-30 | Charles Schwab Investment Management | ADDED | 3,213,086 | 3,564,317 | $55.9M |
| 2024-06-30 → 2024-09-30 | Select Equity Group | NEW | 0 | 9,723,279 | $517.0M |
| 2024-06-30 → 2024-09-30 | Verition Fund Management | ADDED | 15,053 | 47,617 | $1.9M |
| 2024-06-30 → 2024-09-30 | Squarepoint Ops | ADDED | 15,727 | 46,673 | $1.8M |
| 2024-06-30 → 2024-09-30 | Qube Research & Technologies | CLOSED | 199,353 | 0 | -$8.3M |
| 2024-06-30 → 2024-09-30 | Man Group | CLOSED | 42,860 | 0 | -$1.8M |
| 2024-06-30 → 2024-09-30 | Hudson Bay Capital Management | CLOSED | 11,500,000 | 0 | -$477.7M |
| 2024-06-30 → 2024-09-30 | 1832 Asset Management | ADDED | 21,789,751 | 23,123,203 | $323.9M |
| 2024-06-30 → 2024-09-30 | Pershing Square Capital | ADDED | 6,854,510 | 32,735,883 | $1,455.2M |
| 2024-03-31 → 2024-06-30 | Renaissance Technologies | CLOSED | 60,000 | 0 | -$0.0M |
| 2024-03-31 → 2024-06-30 | Citadel Advisors | TRIMMED | 1,074,475 | 1,051,587 | -$1.3M |
| 2024-03-31 → 2024-06-30 | Point72 Asset Management | CLOSED | 47,600 | 0 | -$2.0M |
| 2024-03-31 → 2024-06-30 | Millennium Management | ADDED | 107,441 | 345,545 | $9.9M |
| 2024-03-31 → 2024-06-30 | Fisher Asset Management | TRIMMED | 10,088 | 9,903 | -$0.0M |
| 2024-03-31 → 2024-06-30 | Maverick Capital | CLOSED | 15,841 | 0 | -$0.7M |
| 2024-03-31 → 2024-06-30 | Norges Bank Investment Management | NEW | 0 | 16,091,124 | $669.1M |
| 2024-03-31 → 2024-06-30 | Neuberger Berman | TRIMMED | 7,136,033 | 6,297,610 | -$37.2M |
| 2024-03-31 → 2024-06-30 | Akre Capital Management | ADDED | 17,958,415 | 18,465,882 | $15.2M |
| 2024-03-31 → 2024-06-30 | Third Avenue Management | TRIMMED | 484,572 | 484,530 | -$0.2M |
| 2024-03-31 → 2024-06-30 | Ancora Advisors | ADDED | 45,766 | 45,959 | -$0.0M |
| 2024-03-31 → 2024-06-30 | Arrowstreet Capital | NEW | 0 | 6,355 | $0.0M |
| 2024-03-31 → 2024-06-30 | Aristotle Capital Management | TRIMMED | 2,787,757 | 2,750,101 | -$2.3M |
| 2024-03-31 → 2024-06-30 | Clearbridge Investments | TRIMMED | 1,784,907 | 1,748,176 | -$2.2M |
| 2024-03-31 → 2024-06-30 | Geode Capital Management | ADDED | 5,331,342 | 5,438,123 | $3.2M |
| 2024-03-31 → 2024-06-30 | Capital World Investors | ADDED | 51,922,031 | 55,969,398 | $151.2M |
| 2024-03-31 → 2024-06-30 | Charles Schwab Investment Management | NEW | 0 | 3,213,086 | $133.6M |
| 2024-03-31 → 2024-06-30 | Squarepoint Ops | TRIMMED | 17,155 | 15,727 | -$0.1M |
| 2024-03-31 → 2024-06-30 | Qube Research & Technologies | ADDED | 103,324 | 199,353 | $4.0M |
| 2024-03-31 → 2024-06-30 | Man Group | NEW | 0 | 42,860 | $1.8M |
| 2024-03-31 → 2024-06-30 | Hudson Bay Capital Management | NEW | 0 | 11,500,000 | $477.7M |
| 2024-03-31 → 2024-06-30 | 1832 Asset Management | TRIMMED | 22,605,567 | 21,789,751 | -$41.3M |
| 2024-03-31 → 2024-06-30 | Pershing Square Capital | NEW | 0 | 6,854,510 | $284.7M |
| 2023-12-31 → 2024-03-31 | Renaissance Technologies | NEW | 0 | 60,000 | $0.0M |
| 2023-12-31 → 2024-03-31 | Citadel Advisors | TRIMMED | 1,625,156 | 1,074,475 | -$20.2M |
| 2023-12-31 → 2024-03-31 | Point72 Asset Management | NEW | 0 | 47,600 | $2.0M |
| 2023-12-31 → 2024-03-31 | Millennium Management | ADDED | 58,193 | 107,441 | $2.2M |
| 2023-12-31 → 2024-03-31 | Fisher Asset Management | ADDED | 9,459 | 10,088 | $0.0M |
| 2023-12-31 → 2024-03-31 | Maverick Capital | NEW | 0 | 15,841 | $0.7M |
| 2023-12-31 → 2024-03-31 | Norges Bank Investment Management | CLOSED | 15,308,439 | 0 | -$614.1M |
| 2023-12-31 → 2024-03-31 | Neuberger Berman | ADDED | 6,905,784 | 7,136,033 | $21.7M |
| 2023-12-31 → 2024-03-31 | Akre Capital Management | TRIMMED | 18,053,491 | 17,958,415 | $27.6M |
| 2023-12-31 → 2024-03-31 | Third Avenue Management | TRIMMED | 488,274 | 484,572 | $0.7M |
| 2023-12-31 → 2024-03-31 | Ancora Advisors | ADDED | 44,516 | 45,766 | $0.1M |
| 2023-12-31 → 2024-03-31 | Aristotle Capital Management | TRIMMED | 2,794,318 | 2,787,757 | $4.5M |
| 2023-12-31 → 2024-03-31 | Clearbridge Investments | TRIMMED | 2,222,170 | 1,784,907 | -$14.3M |
| 2023-12-31 → 2024-03-31 | Geode Capital Management | ADDED | 5,253,439 | 5,331,342 | $10.5M |
| 2023-12-31 → 2024-03-31 | Capital World Investors | ADDED | 49,424,522 | 51,922,031 | $191.0M |
| 2023-12-31 → 2024-03-31 | Squarepoint Ops | NEW | 0 | 17,155 | $0.7M |
| 2023-12-31 → 2024-03-31 | Qube Research & Technologies | NEW | 0 | 103,324 | $4.3M |
| 2023-12-31 → 2024-03-31 | 1832 Asset Management | ADDED | 22,306,538 | 22,605,567 | $51.6M |
| 2023-09-30 → 2023-12-31 | Citadel Advisors | ADDED | 1,098,177 | 1,625,156 | $30.9M |
| 2023-09-30 → 2023-12-31 | D. E. Shaw & Co. | CLOSED | 513,225 | 0 | -$16.1M |
| 2023-09-30 → 2023-12-31 | Millennium Management | TRIMMED | 711,494 | 58,193 | -$19.9M |
| 2023-09-30 → 2023-12-31 | Fisher Asset Management | TRIMMED | 10,350 | 9,459 | $0.1M |
| 2023-09-30 → 2023-12-31 | Norges Bank Investment Management | NEW | 0 | 15,308,439 | $614.1M |
| 2023-09-30 → 2023-12-31 | Neuberger Berman | TRIMMED | 7,771,608 | 6,905,784 | $34.1M |
| 2023-09-30 → 2023-12-31 | Akre Capital Management | TRIMMED | 18,144,651 | 18,053,491 | $156.9M |
| 2023-09-30 → 2023-12-31 | Voss Capital | CLOSED | 100,000 | 0 | -$3.1M |
| 2023-09-30 → 2023-12-31 | Third Avenue Management | TRIMMED | 520,352 | 488,274 | $2.9M |
| 2023-09-30 → 2023-12-31 | Ancora Advisors | TRIMMED | 46,717 | 44,516 | $0.3M |
| 2023-09-30 → 2023-12-31 | Aristotle Capital Management | ADDED | 2,765,172 | 2,794,318 | $25.7M |
| 2023-09-30 → 2023-12-31 | Clearbridge Investments | NEW | 0 | 2,222,170 | $89.2M |
| 2023-09-30 → 2023-12-31 | Geode Capital Management | ADDED | 5,115,771 | 5,253,439 | $50.8M |
| 2023-09-30 → 2023-12-31 | Capital World Investors | ADDED | 24,449,158 | 49,424,522 | $1,218.3M |
| 2023-09-30 → 2023-12-31 | 1832 Asset Management | TRIMMED | 22,820,619 | 22,306,538 | $181.3M |