| 2026-03-31 → 2026-06-30 | Renaissance Technologies | CLOSED | 254,100 | 0 | -$18.1M |
| 2026-03-31 → 2026-06-30 | Citadel Advisors | ADDED | 3,044,568 | 3,051,632 | -$21.4M |
| 2026-03-31 → 2026-06-30 | Bridgewater Associates | TRIMMED | 71,811 | 15,595 | -$4.1M |
| 2026-03-31 → 2026-06-30 | Point72 Asset Management | ADDED | 160,069 | 1,457,873 | $81.9M |
| 2026-03-31 → 2026-06-30 | D. E. Shaw & Co. | TRIMMED | 480,374 | 418,089 | -$7.4M |
| 2026-03-31 → 2026-06-30 | Two Sigma Investments | ADDED | 5,000 | 58,477 | $3.4M |
| 2026-03-31 → 2026-06-30 | Millennium Management | ADDED | 357,322 | 404,317 | $0.4M |
| 2026-03-31 → 2026-06-30 | Fisher Asset Management | ADDED | 3,216 | 3,659 | $0.0M |
| 2026-03-31 → 2026-06-30 | AQR Capital Management | ADDED | 145,277 | 696,084 | $34.2M |
| 2026-03-31 → 2026-06-30 | Farallon Capital Management | CLOSED | 3,000 | 0 | -$0.2M |
| 2026-03-31 → 2026-06-30 | Adage Capital Partners | NEW | 0 | 229,400 | $14.7M |
| 2026-03-31 → 2026-06-30 | Norges Bank Investment Management | NEW | 0 | 5,823,524 | $372.8M |
| 2026-03-31 → 2026-06-30 | Trian Fund Management | ADDED | 4,044 | 3,085,344 | $197.2M |
| 2026-03-31 → 2026-06-30 | Marshall Wace | TRIMMED | 172,005 | 20,900 | -$10.9M |
| 2026-03-31 → 2026-06-30 | Capital Research Global Investors | TRIMMED | 21,108,753 | 394,148 | -$1,477.3M |
| 2026-03-31 → 2026-06-30 | Harris Associates | TRIMMED | 15,594,988 | 15,329,664 | -$128.8M |
| 2026-03-31 → 2026-06-30 | First Eagle Investment Management | ADDED | 55 | 246 | $0.0M |
| 2026-03-31 → 2026-06-30 | Neuberger Berman | TRIMMED | 148,996 | 34,557 | -$8.4M |
| 2026-03-31 → 2026-06-30 | Ancora Advisors | TRIMMED | 2,393 | 2,375 | -$0.0M |
| 2026-03-31 → 2026-06-30 | VGI Partners (now Regal Partners) | CLOSED | 231,641 | 0 | -$16.5M |
| 2026-03-31 → 2026-06-30 | Arrowstreet Capital | ADDED | 93,620 | 506,191 | $25.7M |
| 2026-03-31 → 2026-06-30 | Geode Capital Management | ADDED | 12,399,635 | 12,871,800 | -$58.5M |
| 2026-03-31 → 2026-06-30 | Charles Schwab Investment Management | TRIMMED | 3,157,026 | 3,129,530 | -$24.4M |
| 2026-03-31 → 2026-06-30 | Victory Capital Management | TRIMMED | 762,195 | 583,467 | -$16.9M |
| 2026-03-31 → 2026-06-30 | Verition Fund Management | CLOSED | 3,682 | 0 | -$0.3M |
| 2026-03-31 → 2026-06-30 | Walleye Capital | ADDED | 63,171 | 92,854 | $1.4M |
| 2026-03-31 → 2026-06-30 | Squarepoint Ops | ADDED | 85,715 | 601,731 | $32.4M |
| 2026-03-31 → 2026-06-30 | Capstone Investment Advisors | ADDED | 56,781 | 58,244 | -$0.3M |
| 2026-03-31 → 2026-06-30 | Graham Capital Management | TRIMMED | 14,106 | 4,376 | -$0.7M |
| 2026-03-31 → 2026-06-30 | Man Group | ADDED | 5,440 | 29,300 | $1.5M |
| 2026-03-31 → 2026-06-30 | 1832 Asset Management | CLOSED | 3,035 | 0 | -$0.2M |
| 2025-12-31 → 2026-03-31 | Renaissance Technologies | NEW | 0 | 254,100 | $18.1M |
| 2025-12-31 → 2026-03-31 | Citadel Advisors | ADDED | 1,198,802 | 3,044,568 | $118.4M |
| 2025-12-31 → 2026-03-31 | Bridgewater Associates | ADDED | 14,482 | 71,811 | $3.9M |
| 2025-12-31 → 2026-03-31 | Soros Fund Management | CLOSED | 47,298 | 0 | -$3.9M |
| 2025-12-31 → 2026-03-31 | Point72 Asset Management | ADDED | 142,638 | 160,069 | -$0.3M |
| 2025-12-31 → 2026-03-31 | D. E. Shaw & Co. | TRIMMED | 1,321,768 | 480,374 | -$74.2M |
| 2025-12-31 → 2026-03-31 | Two Sigma Investments | NEW | 0 | 5,000 | $0.4M |
| 2025-12-31 → 2026-03-31 | Millennium Management | ADDED | 300,984 | 357,322 | $0.7M |
| 2025-12-31 → 2026-03-31 | Fisher Asset Management | TRIMMED | 9,729 | 3,216 | -$0.6M |
| 2025-12-31 → 2026-03-31 | AQR Capital Management | TRIMMED | 480,090 | 145,277 | -$29.2M |
| 2025-12-31 → 2026-03-31 | Adage Capital Partners | CLOSED | 64,867 | 0 | -$5.3M |
| 2025-12-31 → 2026-03-31 | Norges Bank Investment Management | CLOSED | 7,266,808 | 0 | -$596.0M |
| 2025-12-31 → 2026-03-31 | Marshall Wace | ADDED | 38,191 | 172,005 | $9.1M |
| 2025-12-31 → 2026-03-31 | Capital Research Global Investors | TRIMMED | 25,362,352 | 21,108,753 | -$577.7M |
| 2025-12-31 → 2026-03-31 | Harris Associates | TRIMMED | 15,854,646 | 15,594,988 | -$190.3M |
| 2025-12-31 → 2026-03-31 | First Eagle Investment Management | ADDED | 51 | 55 | -$0.0M |
| 2025-12-31 → 2026-03-31 | D1 Capital Partners | CLOSED | 1,763,284 | 0 | -$144.6M |
| 2025-12-31 → 2026-03-31 | Neuberger Berman | TRIMMED | 168,007 | 148,996 | -$3.2M |
| 2025-12-31 → 2026-03-31 | Ancora Advisors | ADDED | 2,362 | 2,393 | -$0.0M |
| 2025-12-31 → 2026-03-31 | VGI Partners (now Regal Partners) | ADDED | 227,363 | 231,641 | -$2.2M |
| 2025-12-31 → 2026-03-31 | Arrowstreet Capital | NEW | 0 | 93,620 | $6.7M |
| 2025-12-31 → 2026-03-31 | Geode Capital Management | ADDED | 12,112,503 | 12,399,635 | -$110.4M |
| 2025-12-31 → 2026-03-31 | Charles Schwab Investment Management | ADDED | 2,955,709 | 3,157,026 | -$17.7M |
| 2025-12-31 → 2026-03-31 | Victory Capital Management | TRIMMED | 843,280 | 762,195 | -$14.9M |
| 2025-12-31 → 2026-03-31 | Verition Fund Management | TRIMMED | 31,193 | 3,682 | -$2.3M |
| 2025-12-31 → 2026-03-31 | Walleye Capital | TRIMMED | 94,704 | 63,171 | -$3.3M |
| 2025-12-31 → 2026-03-31 | Squarepoint Ops | ADDED | 20,040 | 85,715 | $4.5M |
| 2025-12-31 → 2026-03-31 | Capstone Investment Advisors | ADDED | 45,482 | 56,781 | $0.3M |
| 2025-12-31 → 2026-03-31 | Graham Capital Management | NEW | 0 | 14,106 | $1.0M |
| 2025-12-31 → 2026-03-31 | Man Group | NEW | 0 | 5,440 | $0.4M |
| 2025-12-31 → 2026-03-31 | Castle Hook Partners | CLOSED | 820,007 | 0 | -$67.3M |
| 2025-09-30 → 2025-12-31 | Citadel Advisors | TRIMMED | 2,973,449 | 1,198,802 | -$125.0M |
| 2025-09-30 → 2025-12-31 | Bridgewater Associates | TRIMMED | 15,178 | 14,482 | $0.0M |
| 2025-09-30 → 2025-12-31 | Soros Fund Management | NEW | 0 | 47,298 | $3.9M |
| 2025-09-30 → 2025-12-31 | Point72 Asset Management | ADDED | 20,200 | 142,638 | $10.2M |
| 2025-09-30 → 2025-12-31 | D. E. Shaw & Co. | TRIMMED | 2,071,951 | 1,321,768 | -$47.2M |
| 2025-09-30 → 2025-12-31 | Millennium Management | TRIMMED | 505,577 | 300,984 | -$13.3M |
| 2025-09-30 → 2025-12-31 | Fisher Asset Management | ADDED | 4,554 | 9,729 | $0.5M |
| 2025-09-30 → 2025-12-31 | AQR Capital Management | TRIMMED | 864,732 | 480,090 | -$24.4M |
| 2025-09-30 → 2025-12-31 | Adage Capital Partners | TRIMMED | 110,976 | 64,867 | -$3.0M |
| 2025-09-30 → 2025-12-31 | Norges Bank Investment Management | NEW | 0 | 7,266,808 | $596.0M |
| 2025-09-30 → 2025-12-31 | Trian Fund Management | ADDED | 4,029 | 4,044 | $0.0M |
| 2025-09-30 → 2025-12-31 | Marshall Wace | NEW | 0 | 38,191 | $3.1M |
| 2025-09-30 → 2025-12-31 | Capital Research Global Investors | ADDED | 24,972,556 | 25,362,352 | $204.8M |
| 2025-09-30 → 2025-12-31 | Harris Associates | ADDED | 11,021,328 | 15,854,646 | $472.7M |
| 2025-09-30 → 2025-12-31 | First Eagle Investment Management | NEW | 0 | 51 | $0.0M |
| 2025-09-30 → 2025-12-31 | D1 Capital Partners | ADDED | 994,584 | 1,763,284 | $69.9M |
| 2025-09-30 → 2025-12-31 | Neuberger Berman | TRIMMED | 171,377 | 168,007 | $0.9M |
| 2025-09-30 → 2025-12-31 | Ancora Advisors | ADDED | 2,046 | 2,362 | $0.0M |
| 2025-09-30 → 2025-12-31 | VGI Partners (now Regal Partners) | TRIMMED | 264,277 | 227,363 | -$1.2M |
| 2025-09-30 → 2025-12-31 | Skye Global Management | CLOSED | 170,000 | 0 | -$12.8M |
| 2025-09-30 → 2025-12-31 | Arrowstreet Capital | CLOSED | 77,529 | 0 | -$5.8M |
| 2025-09-30 → 2025-12-31 | Geode Capital Management | ADDED | 12,075,344 | 12,112,503 | $86.5M |
| 2025-09-30 → 2025-12-31 | Charles Schwab Investment Management | TRIMMED | 2,985,641 | 2,955,709 | $18.2M |
| 2025-09-30 → 2025-12-31 | Victory Capital Management | ADDED | 833,584 | 843,280 | $6.6M |
| 2025-09-30 → 2025-12-31 | Moore Capital Management | CLOSED | 126,276 | 0 | -$9.5M |
| 2025-09-30 → 2025-12-31 | Verition Fund Management | TRIMMED | 33,616 | 31,193 | $0.0M |
| 2025-09-30 → 2025-12-31 | Walleye Capital | TRIMMED | 246,242 | 94,704 | -$10.7M |
| 2025-09-30 → 2025-12-31 | Squarepoint Ops | TRIMMED | 50,478 | 20,040 | -$2.1M |
| 2025-09-30 → 2025-12-31 | Voleon Capital Management | CLOSED | 6,966 | 0 | -$0.5M |
| 2025-09-30 → 2025-12-31 | Capstone Investment Advisors | TRIMMED | 77,158 | 45,482 | -$2.1M |
| 2025-09-30 → 2025-12-31 | Graham Capital Management | CLOSED | 4,445 | 0 | -$0.3M |
| 2025-09-30 → 2025-12-31 | Man Group | CLOSED | 66,665 | 0 | -$5.0M |
| 2025-09-30 → 2025-12-31 | Castle Hook Partners | ADDED | 30,911 | 820,007 | $64.9M |
| 2025-09-30 → 2025-12-31 | 1832 Asset Management | TRIMMED | 3,136 | 3,035 | $0.0M |
| 2025-06-30 → 2025-09-30 | Citadel Advisors | TRIMMED | 10,269,329 | 2,973,449 | -$537.3M |
| 2025-06-30 → 2025-09-30 | Bridgewater Associates | ADDED | 15,066 | 15,178 | $0.0M |
| 2025-06-30 → 2025-09-30 | Point72 Asset Management | TRIMMED | 1,156,929 | 20,200 | -$84.2M |
| 2025-06-30 → 2025-09-30 | D. E. Shaw & Co. | ADDED | 1,851,672 | 2,071,951 | $18.5M |
| 2025-06-30 → 2025-09-30 | Millennium Management | TRIMMED | 2,757,072 | 505,577 | -$166.2M |
| 2025-06-30 → 2025-09-30 | Fisher Asset Management | ADDED | 4,550 | 4,554 | $0.0M |
| 2025-06-30 → 2025-09-30 | AQR Capital Management | ADDED | 156,922 | 864,732 | $52.2M |
| 2025-06-30 → 2025-09-30 | Farallon Capital Management | TRIMMED | 1,322,000 | 3,000 | -$97.7M |
| 2025-06-30 → 2025-09-30 | Adage Capital Partners | TRIMMED | 594,400 | 110,976 | -$35.7M |
| 2025-06-30 → 2025-09-30 | Norges Bank Investment Management | CLOSED | 6,319,974 | 0 | -$468.1M |
| 2025-06-30 → 2025-09-30 | Capital Research Global Investors | ADDED | 19,974,402 | 24,972,556 | $395.9M |
| 2025-06-30 → 2025-09-30 | Harris Associates | ADDED | 9,672,433 | 11,021,328 | $111.3M |
| 2025-06-30 → 2025-09-30 | D1 Capital Partners | TRIMMED | 1,159,584 | 994,584 | -$11.2M |
| 2025-06-30 → 2025-09-30 | Neuberger Berman | ADDED | 168,659 | 171,377 | $0.4M |
| 2025-06-30 → 2025-09-30 | Suvretta Capital (now Montanova Capital) | CLOSED | 532,280 | 0 | -$39.4M |
| 2025-06-30 → 2025-09-30 | Ancora Advisors | ADDED | 872 | 2,046 | $0.1M |
| 2025-06-30 → 2025-09-30 | VGI Partners (now Regal Partners) | ADDED | 233,478 | 264,277 | $2.6M |
| 2025-06-30 → 2025-09-30 | Skye Global Management | TRIMMED | 450,000 | 170,000 | -$20.6M |
| 2025-06-30 → 2025-09-30 | Arrowstreet Capital | NEW | 0 | 77,529 | $5.8M |
| 2025-06-30 → 2025-09-30 | Geode Capital Management | ADDED | 11,944,407 | 12,075,344 | $22.1M |
| 2025-06-30 → 2025-09-30 | Charles Schwab Investment Management | TRIMMED | 3,038,524 | 2,985,641 | -$0.8M |
| 2025-06-30 → 2025-09-30 | Victory Capital Management | TRIMMED | 841,899 | 833,584 | $0.2M |
| 2025-06-30 → 2025-09-30 | Moore Capital Management | ADDED | 101,391 | 126,276 | $2.0M |
| 2025-06-30 → 2025-09-30 | Verition Fund Management | TRIMMED | 80,033 | 33,616 | -$3.4M |
| 2025-06-30 → 2025-09-30 | Walleye Capital | ADDED | 75,935 | 246,242 | $12.9M |
| 2025-06-30 → 2025-09-30 | Squarepoint Ops | TRIMMED | 172,490 | 50,478 | -$9.0M |
| 2025-06-30 → 2025-09-30 | Schonfeld Strategic Advisors | CLOSED | 19,401 | 0 | -$1.4M |
| 2025-06-30 → 2025-09-30 | Voleon Capital Management | NEW | 0 | 6,966 | $0.5M |
| 2025-06-30 → 2025-09-30 | Capstone Investment Advisors | ADDED | 55,887 | 77,158 | $1.7M |
| 2025-06-30 → 2025-09-30 | Graham Capital Management | TRIMMED | 5,522 | 4,445 | -$0.1M |
| 2025-06-30 → 2025-09-30 | Man Group | TRIMMED | 163,691 | 66,665 | -$7.1M |
| 2025-06-30 → 2025-09-30 | Castle Hook Partners | TRIMMED | 706,147 | 30,911 | -$50.0M |
| 2025-06-30 → 2025-09-30 | 1832 Asset Management | NEW | 0 | 3,136 | $0.2M |
| 2025-03-31 → 2025-06-30 | Renaissance Technologies | CLOSED | 392,600 | 0 | -$31.7M |
| 2025-03-31 → 2025-06-30 | Citadel Advisors | ADDED | 9,035,540 | 10,269,329 | $31.4M |
| 2025-03-31 → 2025-06-30 | Bridgewater Associates | TRIMMED | 127,062 | 15,066 | -$9.1M |
| 2025-03-31 → 2025-06-30 | Point72 Asset Management | ADDED | 101,900 | 1,156,929 | $77.5M |
| 2025-03-31 → 2025-06-30 | D. E. Shaw & Co. | ADDED | 12,242 | 1,851,672 | $136.2M |
| 2025-03-31 → 2025-06-30 | Millennium Management | ADDED | 1,148,356 | 2,757,072 | $111.5M |
| 2025-03-31 → 2025-06-30 | Fisher Asset Management | ADDED | 4,106 | 4,550 | $0.0M |
| 2025-03-31 → 2025-06-30 | AQR Capital Management | TRIMMED | 212,428 | 156,922 | -$5.4M |
| 2025-03-31 → 2025-06-30 | Farallon Capital Management | ADDED | 537,000 | 1,322,000 | $54.6M |
| 2025-03-31 → 2025-06-30 | Adage Capital Partners | NEW | 0 | 594,400 | $44.0M |
| 2025-03-31 → 2025-06-30 | Norges Bank Investment Management | NEW | 0 | 6,319,974 | $468.1M |
| 2025-03-31 → 2025-06-30 | Eminence Capital | CLOSED | 1,819,129 | 0 | -$146.8M |
| 2025-03-31 → 2025-06-30 | Marshall Wace | CLOSED | 150,316 | 0 | -$12.1M |
| 2025-03-31 → 2025-06-30 | Capital Research Global Investors | TRIMMED | 51,195,068 | 19,974,402 | -$2,652.4M |
| 2025-03-31 → 2025-06-30 | Harris Associates | ADDED | 5,633,942 | 9,672,433 | $261.7M |
| 2025-03-31 → 2025-06-30 | D1 Capital Partners | TRIMMED | 1,249,584 | 1,159,584 | -$15.0M |
| 2025-03-31 → 2025-06-30 | Neuberger Berman | TRIMMED | 317,755 | 168,659 | -$13.2M |
| 2025-03-31 → 2025-06-30 | Suvretta Capital (now Montanova Capital) | NEW | 0 | 532,280 | $39.4M |
| 2025-03-31 → 2025-06-30 | Ancora Advisors | ADDED | 800 | 872 | $0.0M |
| 2025-03-31 → 2025-06-30 | VGI Partners (now Regal Partners) | TRIMMED | 308,159 | 233,478 | -$7.6M |
| 2025-03-31 → 2025-06-30 | Skye Global Management | ADDED | 416,500 | 450,000 | -$0.3M |
| 2025-03-31 → 2025-06-30 | Arrowstreet Capital | CLOSED | 28,347 | 0 | -$2.3M |
| 2025-03-31 → 2025-06-30 | Geode Capital Management | ADDED | 11,713,105 | 11,944,407 | -$61.3M |
| 2025-03-31 → 2025-06-30 | Charles Schwab Investment Management | TRIMMED | 3,069,114 | 3,038,524 | -$22.6M |
| 2025-03-31 → 2025-06-30 | Victory Capital Management | ADDED | 678,666 | 841,899 | $7.6M |
| 2025-03-31 → 2025-06-30 | Moore Capital Management | NEW | 0 | 101,391 | $7.5M |
| 2025-03-31 → 2025-06-30 | Verition Fund Management | ADDED | 61,532 | 80,033 | $1.0M |
| 2025-03-31 → 2025-06-30 | Walleye Capital | ADDED | 29,474 | 75,935 | $3.2M |
| 2025-03-31 → 2025-06-30 | Squarepoint Ops | TRIMMED | 190,047 | 172,490 | -$2.6M |
| 2025-03-31 → 2025-06-30 | Schonfeld Strategic Advisors | TRIMMED | 101,399 | 19,401 | -$6.7M |
| 2025-03-31 → 2025-06-30 | Capstone Investment Advisors | TRIMMED | 62,872 | 55,887 | -$0.9M |
| 2025-03-31 → 2025-06-30 | Graham Capital Management | TRIMMED | 14,713 | 5,522 | -$0.8M |
| 2025-03-31 → 2025-06-30 | Man Group | TRIMMED | 231,793 | 163,691 | -$6.6M |
| 2025-03-31 → 2025-06-30 | Castle Hook Partners | NEW | 0 | 706,147 | $52.3M |
| 2024-12-31 → 2025-03-31 | Renaissance Technologies | NEW | 0 | 392,600 | $31.7M |
| 2024-12-31 → 2025-03-31 | Citadel Advisors | ADDED | 1,429,768 | 9,035,540 | $617.5M |
| 2024-12-31 → 2025-03-31 | Bridgewater Associates | ADDED | 32,019 | 127,062 | $7.8M |
| 2024-12-31 → 2025-03-31 | Point72 Asset Management | ADDED | 61,300 | 101,900 | $3.4M |
| 2024-12-31 → 2025-03-31 | D. E. Shaw & Co. | TRIMMED | 25,810 | 12,242 | -$1.0M |
| 2024-12-31 → 2025-03-31 | Millennium Management | ADDED | 69,586 | 1,148,356 | $87.2M |
| 2024-12-31 → 2025-03-31 | Fisher Asset Management | ADDED | 3,624 | 4,106 | $0.0M |
| 2024-12-31 → 2025-03-31 | AQR Capital Management | TRIMMED | 237,322 | 212,428 | -$1.5M |
| 2024-12-31 → 2025-03-31 | Farallon Capital Management | ADDED | 124,000 | 537,000 | $33.6M |
| 2024-12-31 → 2025-03-31 | Adage Capital Partners | CLOSED | 230,328 | 0 | -$18.0M |
| 2024-12-31 → 2025-03-31 | Norges Bank Investment Management | CLOSED | 6,248,800 | 0 | -$488.5M |
| 2024-12-31 → 2025-03-31 | Eminence Capital | ADDED | 1,312,028 | 1,819,129 | $44.2M |
| 2024-12-31 → 2025-03-31 | Discovery Capital Management | CLOSED | 50,000 | 0 | -$3.9M |
| 2024-12-31 → 2025-03-31 | Marshall Wace | TRIMMED | 240,713 | 150,316 | -$6.7M |
| 2024-12-31 → 2025-03-31 | Capital Research Global Investors | TRIMMED | 60,832,004 | 51,195,068 | -$623.9M |
| 2024-12-31 → 2025-03-31 | Harris Associates | ADDED | 4,247,304 | 5,633,942 | $122.7M |
| 2024-12-31 → 2025-03-31 | D1 Capital Partners | TRIMMED | 3,486,584 | 1,249,584 | -$171.7M |
| 2024-12-31 → 2025-03-31 | Egerton Capital | CLOSED | 4,572,382 | 0 | -$357.5M |
| 2024-12-31 → 2025-03-31 | Neuberger Berman | ADDED | 144,077 | 317,755 | $14.4M |
| 2024-12-31 → 2025-03-31 | Suvretta Capital (now Montanova Capital) | CLOSED | 75,000 | 0 | -$5.9M |
| 2024-12-31 → 2025-03-31 | Ancora Advisors | ADDED | 588 | 800 | $0.0M |
| 2024-12-31 → 2025-03-31 | VGI Partners (now Regal Partners) | TRIMMED | 311,648 | 308,159 | $0.5M |
| 2024-12-31 → 2025-03-31 | Skye Global Management | TRIMMED | 418,000 | 416,500 | $0.9M |
| 2024-12-31 → 2025-03-31 | Arrowstreet Capital | NEW | 0 | 28,347 | $2.3M |
| 2024-12-31 → 2025-03-31 | Geode Capital Management | ADDED | 11,320,576 | 11,713,105 | $59.6M |
| 2024-12-31 → 2025-03-31 | Charles Schwab Investment Management | ADDED | 2,959,256 | 3,069,114 | $16.4M |
| 2024-12-31 → 2025-03-31 | Victory Capital Management | ADDED | 667,057 | 678,666 | $2.6M |
| 2024-12-31 → 2025-03-31 | Gates Capital Management | CLOSED | 1,139,156 | 0 | -$89.1M |
| 2024-12-31 → 2025-03-31 | Verition Fund Management | ADDED | 5,144 | 61,532 | $4.6M |
| 2024-12-31 → 2025-03-31 | Walleye Capital | TRIMMED | 102,322 | 29,474 | -$5.6M |
| 2024-12-31 → 2025-03-31 | Squarepoint Ops | ADDED | 126,670 | 190,047 | $5.4M |
| 2024-12-31 → 2025-03-31 | Schonfeld Strategic Advisors | NEW | 0 | 101,399 | $8.2M |
| 2024-12-31 → 2025-03-31 | Capstone Investment Advisors | ADDED | 55,611 | 62,872 | $0.7M |
| 2024-12-31 → 2025-03-31 | Graham Capital Management | TRIMMED | 21,016 | 14,713 | -$0.5M |
| 2024-12-31 → 2025-03-31 | Man Group | ADDED | 158,891 | 231,793 | $6.3M |
| 2024-09-30 → 2024-12-31 | Citadel Advisors | TRIMMED | 5,320,969 | 1,429,768 | -$387.6M |
| 2024-09-30 → 2024-12-31 | Bridgewater Associates | TRIMMED | 56,577 | 32,019 | -$2.8M |
| 2024-09-30 → 2024-12-31 | Point72 Asset Management | TRIMMED | 95,500 | 61,300 | -$4.2M |
| 2024-09-30 → 2024-12-31 | D. E. Shaw & Co. | ADDED | 17,830 | 25,810 | $0.3M |
| 2024-09-30 → 2024-12-31 | Millennium Management | TRIMMED | 178,900 | 69,586 | -$11.3M |
| 2024-09-30 → 2024-12-31 | Fisher Asset Management | ADDED | 3,391 | 3,624 | -$0.0M |
| 2024-09-30 → 2024-12-31 | AQR Capital Management | ADDED | 208,877 | 237,322 | -$0.8M |
| 2024-09-30 → 2024-12-31 | Farallon Capital Management | NEW | 0 | 124,000 | $9.7M |
| 2024-09-30 → 2024-12-31 | Adage Capital Partners | TRIMMED | 555,500 | 230,328 | -$34.1M |
| 2024-09-30 → 2024-12-31 | Norges Bank Investment Management | NEW | 0 | 6,248,800 | $488.5M |
| 2024-09-30 → 2024-12-31 | Eminence Capital | NEW | 0 | 1,312,028 | $102.6M |
| 2024-09-30 → 2024-12-31 | Discovery Capital Management | TRIMMED | 210,550 | 50,000 | -$15.9M |
| 2024-09-30 → 2024-12-31 | Marshall Wace | ADDED | 196,533 | 240,713 | $0.4M |
| 2024-09-30 → 2024-12-31 | Capital Research Global Investors | ADDED | 58,223,938 | 60,832,004 | -$708.5M |
| 2024-09-30 → 2024-12-31 | Harris Associates | ADDED | 1,846,255 | 4,247,304 | $158.8M |
| 2024-09-30 → 2024-12-31 | Sculptor Capital | CLOSED | 28,224 | 0 | -$2.6M |
| 2024-09-30 → 2024-12-31 | D1 Capital Partners | ADDED | 2,857,314 | 3,486,584 | $4.4M |
| 2024-09-30 → 2024-12-31 | Egerton Capital | TRIMMED | 5,680,021 | 4,572,382 | -$175.6M |
| 2024-09-30 → 2024-12-31 | Neuberger Berman | ADDED | 142,859 | 144,077 | -$2.1M |
| 2024-09-30 → 2024-12-31 | Blackstone | CLOSED | 400,000 | 0 | -$37.5M |
| 2024-09-30 → 2024-12-31 | Ancora Advisors | TRIMMED | 656 | 588 | -$0.0M |
| 2024-09-30 → 2024-12-31 | VGI Partners (now Regal Partners) | ADDED | 269,500 | 311,648 | -$0.9M |
| 2024-09-30 → 2024-12-31 | Skye Global Management | NEW | 0 | 418,000 | $32.7M |
| 2024-09-30 → 2024-12-31 | Geode Capital Management | ADDED | 10,977,757 | 11,320,576 | -$144.1M |
| 2024-09-30 → 2024-12-31 | Charles Schwab Investment Management | ADDED | 2,710,938 | 2,959,256 | -$23.1M |
| 2024-09-30 → 2024-12-31 | Victory Capital Management | ADDED | 661,539 | 667,057 | -$9.9M |
| 2024-09-30 → 2024-12-31 | Gates Capital Management | TRIMMED | 1,631,256 | 1,139,156 | -$64.0M |
| 2024-09-30 → 2024-12-31 | Verition Fund Management | TRIMMED | 15,798 | 5,144 | -$1.1M |
| 2024-09-30 → 2024-12-31 | Walleye Capital | ADDED | 98,167 | 102,322 | -$1.2M |
| 2024-09-30 → 2024-12-31 | Squarepoint Ops | TRIMMED | 376,580 | 126,670 | -$25.4M |
| 2024-09-30 → 2024-12-31 | Capstone Investment Advisors | ADDED | 18,856 | 55,611 | $2.6M |
| 2024-09-30 → 2024-12-31 | Graham Capital Management | NEW | 0 | 21,016 | $1.6M |
| 2024-09-30 → 2024-12-31 | Man Group | TRIMMED | 527,963 | 158,891 | -$37.1M |
| 2024-09-30 → 2024-12-31 | Monashee Investment Management | CLOSED | 70,000 | 0 | -$6.6M |
| 2024-06-30 → 2024-09-30 | Citadel Advisors | ADDED | 1,484,753 | 5,320,969 | $383.7M |
| 2024-06-30 → 2024-09-30 | Bridgewater Associates | TRIMMED | 162,672 | 56,577 | -$7.4M |
| 2024-06-30 → 2024-09-30 | Point72 Asset Management | TRIMMED | 103,600 | 95,500 | $0.9M |
| 2024-06-30 → 2024-09-30 | D. E. Shaw & Co. | TRIMMED | 27,316 | 17,830 | -$0.5M |
| 2024-06-30 → 2024-09-30 | Millennium Management | ADDED | 77,485 | 178,900 | $10.8M |
| 2024-06-30 → 2024-09-30 | Fisher Asset Management | TRIMMED | 4,473 | 3,391 | -$0.0M |
| 2024-06-30 → 2024-09-30 | AQR Capital Management | TRIMMED | 275,752 | 208,877 | -$2.1M |
| 2024-06-30 → 2024-09-30 | Adage Capital Partners | ADDED | 324,170 | 555,500 | $26.9M |
| 2024-06-30 → 2024-09-30 | Norges Bank Investment Management | CLOSED | 4,407,875 | 0 | -$343.5M |
| 2024-06-30 → 2024-09-30 | Trian Fund Management | TRIMMED | 1,342,833 | 4,029 | -$104.3M |
| 2024-06-30 → 2024-09-30 | Discovery Capital Management | TRIMMED | 414,800 | 210,550 | -$12.6M |
| 2024-06-30 → 2024-09-30 | Southeastern Asset Management | CLOSED | 15,627 | 0 | -$1.2M |
| 2024-06-30 → 2024-09-30 | Marshall Wace | TRIMMED | 816,728 | 196,533 | -$45.2M |
| 2024-06-30 → 2024-09-30 | Capital Research Global Investors | ADDED | 54,146,786 | 58,223,938 | $1,245.2M |
| 2024-06-30 → 2024-09-30 | Harris Associates | ADDED | 573,200 | 1,846,255 | $128.6M |
| 2024-06-30 → 2024-09-30 | Sculptor Capital | NEW | 0 | 28,224 | $2.6M |
| 2024-06-30 → 2024-09-30 | D1 Capital Partners | NEW | 0 | 2,857,314 | $268.2M |
| 2024-06-30 → 2024-09-30 | Egerton Capital | TRIMMED | 7,357,885 | 5,680,021 | -$40.3M |
| 2024-06-30 → 2024-09-30 | Neuberger Berman | TRIMMED | 143,885 | 142,859 | $2.2M |
| 2024-06-30 → 2024-09-30 | Blackstone | ADDED | 300,000 | 400,000 | $14.2M |
| 2024-06-30 → 2024-09-30 | Ancora Advisors | ADDED | 652 | 656 | $0.0M |
| 2024-06-30 → 2024-09-30 | VGI Partners (now Regal Partners) | TRIMMED | 324,536 | 269,500 | $0.0M |
| 2024-06-30 → 2024-09-30 | Geode Capital Management | ADDED | 10,243,938 | 10,977,757 | $230.8M |
| 2024-06-30 → 2024-09-30 | Charles Schwab Investment Management | ADDED | 2,420,919 | 2,710,938 | $65.8M |
| 2024-06-30 → 2024-09-30 | Victory Capital Management | TRIMMED | 680,450 | 661,539 | $9.1M |
| 2024-06-30 → 2024-09-30 | Gates Capital Management | ADDED | 1,430,566 | 1,631,256 | $41.6M |
| 2024-06-30 → 2024-09-30 | Verition Fund Management | ADDED | 13,685 | 15,798 | $0.4M |
| 2024-06-30 → 2024-09-30 | Walleye Capital | ADDED | 80,994 | 98,167 | $2.9M |
| 2024-06-30 → 2024-09-30 | Squarepoint Ops | ADDED | 155,252 | 376,580 | $23.2M |
| 2024-06-30 → 2024-09-30 | Capstone Investment Advisors | ADDED | 17,834 | 18,856 | $0.4M |
| 2024-06-30 → 2024-09-30 | Graham Capital Management | CLOSED | 22,941 | 0 | -$1.8M |
| 2024-06-30 → 2024-09-30 | Man Group | ADDED | 397,092 | 527,963 | $18.6M |
| 2024-06-30 → 2024-09-30 | 1832 Asset Management | CLOSED | 80 | 0 | -$0.0M |
| 2024-06-30 → 2024-09-30 | Monashee Investment Management | NEW | 0 | 70,000 | $6.6M |
| 2024-03-31 → 2024-06-30 | Renaissance Technologies | CLOSED | 226,900 | 0 | -$0.0M |
| 2024-03-31 → 2024-06-30 | Citadel Advisors | TRIMMED | 3,675,852 | 1,484,753 | -$218.5M |
| 2024-03-31 → 2024-06-30 | Bridgewater Associates | ADDED | 14,395 | 162,672 | $11.4M |
| 2024-03-31 → 2024-06-30 | D. E. Shaw & Co. | TRIMMED | 61,022 | 27,316 | -$3.4M |
| 2024-03-31 → 2024-06-30 | Millennium Management | TRIMMED | 415,055 | 77,485 | -$31.7M |
| 2024-03-31 → 2024-06-30 | Fisher Asset Management | TRIMMED | 4,474 | 4,473 | -$0.1M |
| 2024-03-31 → 2024-06-30 | AQR Capital Management | ADDED | 265,641 | 275,752 | -$2.6M |
| 2024-03-31 → 2024-06-30 | Adage Capital Partners | NEW | 0 | 324,170 | $25.3M |
| 2024-03-31 → 2024-06-30 | Norges Bank Investment Management | NEW | 0 | 4,407,875 | $343.5M |
| 2024-03-31 → 2024-06-30 | HBK Investments | CLOSED | 10,000 | 0 | -$0.9M |
| 2024-03-31 → 2024-06-30 | Discovery Capital Management | TRIMMED | 425,000 | 414,800 | -$6.3M |
| 2024-03-31 → 2024-06-30 | Southeastern Asset Management | ADDED | 13,159 | 15,627 | $0.0M |
| 2024-03-31 → 2024-06-30 | Marshall Wace | NEW | 0 | 816,728 | $63.6M |
| 2024-03-31 → 2024-06-30 | Capital Research Global Investors | ADDED | 53,991,923 | 54,146,786 | -$689.3M |
| 2024-03-31 → 2024-06-30 | Harris Associates | NEW | 0 | 573,200 | $44.7M |
| 2024-03-31 → 2024-06-30 | Egerton Capital | TRIMMED | 8,706,854 | 7,357,885 | -$218.2M |
| 2024-03-31 → 2024-06-30 | Neuberger Berman | ADDED | 119,184 | 143,885 | $0.4M |
| 2024-03-31 → 2024-06-30 | Blackstone | TRIMMED | 350,000 | 300,000 | -$8.4M |
| 2024-03-31 → 2024-06-30 | Ancora Advisors | ADDED | 617 | 652 | -$0.0M |
| 2024-03-31 → 2024-06-30 | VGI Partners (now Regal Partners) | TRIMMED | 579,434 | 324,536 | $25.2M |
| 2024-03-31 → 2024-06-30 | Geode Capital Management | ADDED | 8,558,574 | 10,243,938 | $20.3M |
| 2024-03-31 → 2024-06-30 | Charles Schwab Investment Management | ADDED | 2,210,353 | 2,420,919 | -$12.3M |
| 2024-03-31 → 2024-06-30 | Victory Capital Management | ADDED | 648,996 | 680,450 | -$6.0M |
| 2024-03-31 → 2024-06-30 | Gates Capital Management | TRIMMED | 1,643,372 | 1,430,566 | -$37.9M |
| 2024-03-31 → 2024-06-30 | Verition Fund Management | TRIMMED | 14,564 | 13,685 | -$0.3M |
| 2024-03-31 → 2024-06-30 | Walleye Capital | ADDED | 74,070 | 80,994 | -$0.4M |
| 2024-03-31 → 2024-06-30 | Squarepoint Ops | TRIMMED | 294,267 | 155,252 | -$14.7M |
| 2024-03-31 → 2024-06-30 | Schonfeld Strategic Advisors | CLOSED | 9,946 | 0 | -$0.9M |
| 2024-03-31 → 2024-06-30 | Qube Research & Technologies | CLOSED | 464 | 0 | -$0.0M |
| 2024-03-31 → 2024-06-30 | Capstone Investment Advisors | TRIMMED | 531,485 | 17,834 | -$46.9M |
| 2024-03-31 → 2024-06-30 | Graham Capital Management | ADDED | 3,392 | 22,941 | $1.5M |
| 2024-03-31 → 2024-06-30 | Man Group | ADDED | 46,237 | 397,092 | $26.7M |
| 2024-03-31 → 2024-06-30 | 1832 Asset Management | ADDED | 8 | 80 | $0.0M |
| 2024-03-31 → 2024-06-30 | Monashee Investment Management | CLOSED | 30,000 | 0 | -$2.7M |
| 2023-12-31 → 2024-03-31 | Renaissance Technologies | NEW | 0 | 226,900 | $0.0M |
| 2023-12-31 → 2024-03-31 | Citadel Advisors | ADDED | 1,530,621 | 3,675,852 | $215.8M |
| 2023-12-31 → 2024-03-31 | Bridgewater Associates | NEW | 0 | 14,395 | $1.3M |
| 2023-12-31 → 2024-03-31 | Point72 Asset Management | NEW | 0 | 103,600 | $9.4M |
| 2023-12-31 → 2024-03-31 | D. E. Shaw & Co. | TRIMMED | 103,299 | 61,022 | -$2.4M |
| 2023-12-31 → 2024-03-31 | Millennium Management | ADDED | 166,798 | 415,055 | $24.8M |
| 2023-12-31 → 2024-03-31 | Fisher Asset Management | TRIMMED | 6,116 | 4,474 | -$0.1M |
| 2023-12-31 → 2024-03-31 | AQR Capital Management | TRIMMED | 422,509 | 265,641 | -$8.6M |
| 2023-12-31 → 2024-03-31 | Norges Bank Investment Management | CLOSED | 2,962,386 | 0 | -$229.1M |
| 2023-12-31 → 2024-03-31 | HBK Investments | NEW | 0 | 10,000 | $0.9M |
| 2023-12-31 → 2024-03-31 | Discovery Capital Management | NEW | 0 | 425,000 | $38.6M |
| 2023-12-31 → 2024-03-31 | Capital Research Global Investors | ADDED | 51,344,719 | 53,991,923 | $938.4M |
| 2023-12-31 → 2024-03-31 | Egerton Capital | ADDED | 3,496,512 | 8,706,854 | $521.2M |
| 2023-12-31 → 2024-03-31 | Neuberger Berman | TRIMMED | 123,022 | 119,184 | $1.3M |
| 2023-12-31 → 2024-03-31 | Blackstone | NEW | 0 | 350,000 | $31.8M |
| 2023-12-31 → 2024-03-31 | Suvretta Capital (now Montanova Capital) | NEW | 0 | 75,000 | $6.8M |
| 2023-12-31 → 2024-03-31 | Ancora Advisors | ADDED | 554 | 617 | $0.0M |
| 2023-12-31 → 2024-03-31 | VGI Partners (now Regal Partners) | ADDED | 345,022 | 579,434 | $0.0M |
| 2023-12-31 → 2024-03-31 | Geode Capital Management | ADDED | 7,733,367 | 8,558,574 | $179.7M |
| 2023-12-31 → 2024-03-31 | Charles Schwab Investment Management | ADDED | 1,910,148 | 2,210,353 | $53.3M |
| 2023-12-31 → 2024-03-31 | Victory Capital Management | TRIMMED | 688,364 | 648,996 | $5.8M |
| 2023-12-31 → 2024-03-31 | Gates Capital Management | TRIMMED | 1,695,172 | 1,643,372 | $18.3M |
| 2023-12-31 → 2024-03-31 | Verition Fund Management | TRIMMED | 19,635 | 14,564 | -$0.2M |
| 2023-12-31 → 2024-03-31 | Walleye Capital | TRIMMED | 89,300 | 74,070 | -$0.2M |
| 2023-12-31 → 2024-03-31 | Squarepoint Ops | ADDED | 128,109 | 294,267 | $16.8M |
| 2023-12-31 → 2024-03-31 | Schonfeld Strategic Advisors | ADDED | 7,457 | 9,946 | $0.3M |
| 2023-12-31 → 2024-03-31 | Qube Research & Technologies | NEW | 0 | 464 | $0.0M |
| 2023-12-31 → 2024-03-31 | Capstone Investment Advisors | ADDED | 28,312 | 531,485 | $46.1M |
| 2023-12-31 → 2024-03-31 | Graham Capital Management | TRIMMED | 4,598 | 3,392 | -$0.0M |
| 2023-12-31 → 2024-03-31 | Man Group | NEW | 0 | 46,237 | $4.2M |
| 2023-12-31 → 2024-03-31 | 1832 Asset Management | TRIMMED | 37 | 8 | -$0.0M |
| 2023-12-31 → 2024-03-31 | Monashee Investment Management | NEW | 0 | 30,000 | $2.7M |
| 2023-09-30 → 2023-12-31 | Renaissance Technologies | CLOSED | 20,600 | 0 | -$0.0M |
| 2023-09-30 → 2023-12-31 | Citadel Advisors | TRIMMED | 2,130,342 | 1,530,621 | -$26.6M |
| 2023-09-30 → 2023-12-31 | Point72 Asset Management | CLOSED | 100,000 | 0 | -$6.8M |
| 2023-09-30 → 2023-12-31 | D. E. Shaw & Co. | ADDED | 81,001 | 103,299 | $2.5M |
| 2023-09-30 → 2023-12-31 | Millennium Management | ADDED | 75,200 | 166,798 | $7.8M |
| 2023-09-30 → 2023-12-31 | Fisher Asset Management | ADDED | 4,240 | 6,116 | $0.2M |
| 2023-09-30 → 2023-12-31 | AQR Capital Management | TRIMMED | 560,547 | 422,509 | -$5.5M |
| 2023-09-30 → 2023-12-31 | Norges Bank Investment Management | NEW | 0 | 2,962,386 | $229.1M |
| 2023-09-30 → 2023-12-31 | Trian Fund Management | ADDED | 1,342,830 | 1,342,833 | $12.5M |
| 2023-09-30 → 2023-12-31 | Davidson Kempner Capital Management | CLOSED | 160,000 | 0 | -$10.9M |
| 2023-09-30 → 2023-12-31 | Capital Research Global Investors | ADDED | 49,943,153 | 51,344,719 | $571.8M |
| 2023-09-30 → 2023-12-31 | Egerton Capital | NEW | 0 | 3,496,512 | $270.4M |
| 2023-09-30 → 2023-12-31 | Neuberger Berman | ADDED | 118,016 | 123,022 | $1.5M |
| 2023-09-30 → 2023-12-31 | Ancora Advisors | TRIMMED | 612 | 554 | $0.0M |
| 2023-09-30 → 2023-12-31 | VGI Partners (now Regal Partners) | TRIMMED | 516,220 | 345,022 | -$35.1M |
| 2023-09-30 → 2023-12-31 | Arrowstreet Capital | CLOSED | 485,681 | 0 | -$0.0M |
| 2023-09-30 → 2023-12-31 | Geode Capital Management | ADDED | 7,580,591 | 7,733,367 | $81.6M |
| 2023-09-30 → 2023-12-31 | Charles Schwab Investment Management | ADDED | 1,867,280 | 1,910,148 | $20.6M |
| 2023-09-30 → 2023-12-31 | Victory Capital Management | ADDED | 686,418 | 688,364 | $6.5M |
| 2023-09-30 → 2023-12-31 | Gates Capital Management | TRIMMED | 2,708,835 | 1,695,172 | -$53.2M |
| 2023-09-30 → 2023-12-31 | Verition Fund Management | ADDED | 7,458 | 19,635 | $1.0M |
| 2023-09-30 → 2023-12-31 | Walleye Capital | ADDED | 77,700 | 89,300 | $1.6M |
| 2023-09-30 → 2023-12-31 | Squarepoint Ops | ADDED | 79,985 | 128,109 | $4.5M |
| 2023-09-30 → 2023-12-31 | Schonfeld Strategic Advisors | ADDED | 6,230 | 7,457 | $0.2M |
| 2023-09-30 → 2023-12-31 | Capstone Investment Advisors | ADDED | 25,374 | 28,312 | $0.5M |
| 2023-09-30 → 2023-12-31 | Graham Capital Management | NEW | 0 | 4,598 | $0.4M |
| 2023-09-30 → 2023-12-31 | Man Group | CLOSED | 216,385 | 0 | -$14.7M |
| 2023-09-30 → 2023-12-31 | 1832 Asset Management | TRIMMED | 54 | 37 | -$0.0M |