← All institutions

Institutional Holdings

BLND

Ownership Summary

Institutions Holding
254
Total Shares Held
204,602,022
Total Value Held
$570,573,081
Quarter
2025-12-31

Active Positions

Increased Positions
16
13,575,662 shares
Decreased Positions
15
2,896,878 shares
Held Positions
5
382,419 shares
New Positions
204
187,747,063 shares
Sold Out Positions
14
1,580,337 shares
Institution Shares Value Change % of Portfolio Reported
Haveli Investment Management LLC 10,848,873 $32,980,574 New position 2025-12-31
BlackRock, Inc. 16,352,915 $49,712,862 New position 2025-12-31
CYPRESS POINT INVESTMENT MANAGEMENT LP 11,847,964 $36,018,756 New position 2025-12-31
Capricorn Fund Managers Ltd 11,314,649 $19,348,050 ▲ +4,815,142 1.53% 2026-06-30
VANGUARD CAPITAL MANAGEMENT LLC 8,486,286 $14,511,549 New position 0.00% 2026-06-30
Whitebark Investors LP 5,069,258 $15,410,544 New position 2025-12-31
VANGUARD PORTFOLIO MANAGEMENT LLC 6,216,044 $10,629,435 New position 0.00% 2026-06-30
STATE STREET CORP 5,660,693 $17,208,507 New position 2025-12-31
CITADEL ADVISORS LLC 2,721,698 $8,273,961 New position 2025-12-31
GEODE CAPITAL MANAGEMENT, LLC 4,928,616 $14,985,569 New position 2025-12-31
8VC Opportunities GP II, LLC 4,975,791 $8,508,603 New position 1.09% 2026-06-30
MARSHALL WACE, LLP 1,742,307 $5,296,613 New position 2025-12-31
EMERGENCE GP PARTNERS, LLC 4,244,379 $12,902,912 New position 2025-12-31
MILLENNIUM MANAGEMENT LLC 56,812 $172,708 New position 2025-12-31
JACOBS LEVY EQUITY MANAGEMENT, INC 88,741 $269,773 New position 2025-12-31
Irenic Capital Management LP 3,114,949 $9,469,445 New position 2025-12-31
GOLDMAN SACHS GROUP INC 2,371,755 $7,210,135 New position 2025-12-31
JANE STREET GROUP, LLC 2,022,847 $6,149,454 New position 2025-12-31
NORTHERN TRUST CORP 1,875,335 $5,701,017 New position 2025-12-31
RICE HALL JAMES & ASSOCIATES, LLC 882,590 $2,683,074 New position 2025-12-31
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 1,809,266 $5,500,169 New position 2025-12-31
VANGUARD FIDUCIARY TRUST CO 1,467,582 $2,509,565 New position 0.00% 2026-06-30
D. E. Shaw & Co., Inc. 357,438 $1,086,611 New position 2025-12-31
ESSEX INVESTMENT MANAGEMENT CO LLC 748,974 $2,276,881 New position 2025-12-31
Prospect Capital Advisors, LLC 1,820,150 $5,533,256 New position 2025-12-31
AQR CAPITAL MANAGEMENT LLC 127,881 $388,758 New position 2025-12-31
Panoramic Capital, LLC 697,689 $2,120,975 New position 2025-12-31
FIRST MANHATTAN CO. LLC. 659,768 $1,128,203 ▲ +123,176 0.00% 2026-06-30
UBS Group AG 411,969 $1,252,386 New position 2025-12-31
Bank of New York Mellon Corp 583,572 $1,774,059 New position 2025-12-31
Man Group plc 505,091 $863,706 ▲ +374,569 0.00% 2026-06-30
Perigon Wealth Management, LLC 499,771 $854,608 ▼ -797 0.01% 2026-06-30
SUSQUEHANNA INTERNATIONAL GROUP, LLP 918,069 $2,790,930 New position 2025-12-31
Kazazian Asset Management, LLC 385,420 $1,171,677 New position 2025-12-31
Nuveen, LLC 467,625 $1,421,580 New position 2025-12-31
Invesco Ltd. 342,236 $1,040,398 New position 2025-12-31
FRANKLIN RESOURCES INC 552,055 $1,678,247 New position 2025-12-31
Potrero Capital Research LLC 1,661,123 $5,049,814 New position 2025-12-31
ALLEN OPERATIONS LLC 344,761 $1,048,073 New position 2025-12-31
BANK OF AMERICA CORP /DE/ 319,044 $969,894 ▼ -1,020,318 2025-12-31
Balyasny Asset Management L.P. 301,190 $515,035 ▲ +174,932 0.00% 2026-06-30
Militia Capital Management LLC 300,000 $513,000 Unchanged 0.02% 2026-06-30
Ahara Advisors LLC 273,569 $467,803 ▼ -23,502 0.32% 2026-06-30
ALLIANCEBERNSTEIN L.P. 241,590 $734,434 New position 2025-12-31
Point72 Asset Management, L.P. 257,170 $439,761 New position 0.00% 2026-06-30
RHUMBLINE ADVISERS 243,424 $740,000 New position 2025-12-31
EP Wealth Advisors, LLC 228,537 $694,752 New position 2025-12-31
DEUTSCHE BANK AG TAUNUSANLAGE 12 D-60325 227,630 $389,247 ▼ -2,258 0.00% 2026-06-30
Cypress Point Wealth Management, LLC 215,843 $656,163 New position 2025-12-31
MORGAN STANLEY 381,929 $1,161,064 New position 2025-12-31
PATHWAY CAPITAL MANAGEMENT, LP 214,209 $366,297 New position 1.53% 2026-06-30
SEI INVESTMENTS CO 130,011 $395,233 New position 2025-12-31
Divisadero Street Capital Management, LP 5,701,122 $17,331,411 New position 2025-12-31
EntryPoint Capital, LLC 26,436 $80,365 New position 2025-12-31
Creative Planning 19,815 $60,238 New position 2025-12-31
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 183,566 $312,062 ▲ +153,710 0.00% 2026-06-30
WELLS FARGO & COMPANY/MN 229,896 $698,884 New position 2025-12-31
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 234,654 $713,348 New position 2025-12-31
SIMPLEX TRADING, LLC 166,096 $284,024 ▲ +6,510 0.00% 2026-06-30
Russell Investments Group, Ltd. 320,808 $975,256 New position 2025-12-31
PRELUDE CAPITAL MANAGEMENT, LLC 73,678 $223,981 New position 2025-12-31
Squarepoint Ops LLC 124,152 $212,300 New position 0.00% 2026-06-30
Vontobel Holding Ltd. 122,616 $209,673 ▲ +51,943 0.00% 2026-06-30
BARCLAYS PLC 397,203 $1,207,497 New position 2025-12-31
Liberty Mutual Group Asset Management Inc. 115,621 $197,712 New position 0.02% 2026-06-30
MetLife Investment Management, LLC 91,550 $278,312 New position 2025-12-31
CITIGROUP INC 19,962 $60,685 New position 2025-12-31
Mount Lucas Management LP 128,000 $389,120 New position 2025-12-31
Vanguard Global Advisers, LLC 93,181 $159,340 New position 0.00% 2026-06-30
Atom Investors LP 92,709 $158,532 New position 0.01% 2026-06-30
IMC-Chicago, LLC 91,974 $157,276 ▲ +11,044 0.00% 2026-06-30
Caitong International Asset Management Co., Ltd 26,519 $80,618 New position 2025-12-31
Lighthouse Investment Partners, LLC 298,258 $906,704 New position 2025-12-31
PFG Advisors 78,956 $240,026 New position 2025-12-31
JPMORGAN CHASE & CO 82,066 $249,481 New position 2025-12-31
Savvy Advisors, Inc. 73,214 $125,196 ▲ +906 0.00% 2026-06-30
Quantinno Capital Management LP 60,566 $184,123 New position 2025-12-31
TWO SIGMA INVESTMENTS, LP 249,791 $759,365 New position 2025-12-31
Jasper Ridge Partners, L.P. 13,100 $39,824 New position 2025-12-31
Cresset Asset Management, LLC 60,992 $185,416 New position 2025-12-31
Police & Firemen's Retirement System of New Jersey 59,300 $180,272 New position 2025-12-31
Quadrant Private Wealth Management, LLC 139,028 $422,646 New position 2025-12-31
Freestone Capital Holdings, LLC 56,195 $96,093 Unchanged 0.00% 2026-06-30
IEQ CAPITAL, LLC 11,905 $36,191 New position 2025-12-31
MANUFACTURERS LIFE INSURANCE COMPANY, THE 60,791 $184,805 New position 2025-12-31
Vanguard Personalized Indexing Management, LLC 13,656 $41,514 New position 2025-12-31
XTX Topco Ltd 425,686 $1,294,085 New position 2025-12-31
Arax Advisory Partners 49,679 $84,951 ▲ +49,566 0.00% 2026-06-30
MONETA GROUP INVESTMENT ADVISORS LLC 39,426 $119,855 New position 2025-12-31
New Insight Wealth Advisors 45,355 $137,879 New position 2025-12-31
INTECH INVESTMENT MANAGEMENT LLC 75,452 $229,374 New position 2025-12-31
Westmount Partners, LLC 45,000 $76,950 New position 0.02% 2026-06-30
Focus Partners Wealth 14,815 $45,038 New position 2025-12-31
Caprock Group, LLC 44,096 $134,052 New position 2025-12-31
VOYA INVESTMENT MANAGEMENT LLC 37,940 $115,338 New position 2025-12-31
AXQ CAPITAL, LP 26,053 $79,201 New position 2025-12-31
NEW YORK STATE COMMON RETIREMENT FUND 29,900 $90,896 New position 2025-12-31
Sequoia Financial Advisors, LLC 36,373 $62,198 New position 0.00% 2026-06-30
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 36,110 $109,774 New position 2025-12-31
BRIGHTON JONES LLC 35,724 $61,089 ▲ +2,416 0.00% 2026-06-30
Bienville Capital Management, LLC 33,579 $102,080 New position 2025-12-31
Y-Intercept (Hong Kong) Ltd 40,926 $124,415 New position 2025-12-31
BNP PARIBAS FINANCIAL MARKETS 44,096 $134,052 New position 2025-12-31
Summit Trail Advisors, LLC 18,863 $57,344 New position 2025-12-31
RAYMOND JAMES FINANCIAL INC 82,875 $251,940 New position 2025-12-31
Revolve Wealth Partners, LLC 31,544 $53,940 ▼ -270 0.01% 2026-06-30
PRUDENTIAL FINANCIAL INC 12,485 $37,954 New position 2025-12-31
Hyperion Capital Advisors LP 29,848 $90,738 New position 2025-12-31
FMR LLC 30,017 $91,252 New position 2025-12-31
Compound Planning, Inc. 25,220 $76,669 New position 2025-12-31
Cerity Partners LLC 24,595 $42,058 New position 0.00% 2026-06-30
Corient Private Wealth LP 24,304 $41,560 ▼ -827 0.00% 2026-06-30
Ballentine Partners, LLC 25,623 $77,894 New position 2025-12-31
ProShare Advisors LLC 36,068 $109,646 New position 2025-12-31
BANK OF MONTREAL /CAN/ 23,543 $40,259 New position 0.00% 2026-06-30
Capital Asset Advisory Services LLC 23,000 $39,330 New position 0.00% 2026-06-30
Pathstone Holdings, LLC 13,470 $40,949 New position 2025-12-31
Bronte Capital Management Pty Ltd. 19,247 $32,912 New position 0.00% 2026-06-30
VICTORY CAPITAL MANAGEMENT INC 22,028 $66,965 New position 2025-12-31
Legal & General Group Plc 241,259 $733,428 New position 2025-12-31
Ameritas Investment Partners, Inc. 17,536 $53,309 New position 2025-12-31
XPONANCE LLC 15,754 $47,892 New position 2025-12-31
MERCER GLOBAL ADVISORS INC /ADV 16,638 $28,451 ▼ -2,995 0.00% 2026-06-30
AXXCESS WEALTH MANAGEMENT, LLC 16,300 $27,873 New position 0.00% 2026-06-30
CAPTRUST FINANCIAL ADVISORS 16,073 $27,485 ▲ +3,404 0.00% 2026-06-30
Caerus Investment Advisors, LLC 15,515 $26,531 ▼ -8,419 0.01% 2026-06-30
Blueshift Asset Management, LLC 14,163 $24,219 New position 0.01% 2026-06-30
Summit Financial, LLC 14,000 $23,940 New position 0.00% 2026-06-30
KING LUTHER CAPITAL MANAGEMENT CORP 13,694 $41,630 New position 2025-12-31
Lexington Hill Partners, LLC 13,694 $41,630 New position 2025-12-31
KESTRA PRIVATE WEALTH SERVICES, LLC 13,000 $22,230 New position 0.00% 2026-06-30
Chicago Partners Investment Group LLC 53,796 $150,629 New position 2025-12-31
TRB Wealth Management, LLC 12,529 $21,425 New position 0.00% 2026-06-30
Polymer Capital Management (US) LLC 12,493 $21,363 New position 0.00% 2026-06-30
Revisor Wealth Management LLC 12,422 $21,242 Unchanged 0.01% 2026-06-30
Avalon Trust Co 11,939 $36,295 New position 2025-12-31
PRINCIPAL FINANCIAL GROUP INC 11,657 $35,437 New position 2025-12-31
Tower Research Capital LLC (TRC) 7,140 $21,706 New position 2025-12-31
HSBC HOLDINGS PLC 11,396 $19,373 New position 0.00% 2026-06-30
TRUIST FINANCIAL CORP 11,300 $34,352 New position 2025-12-31
GROUP ONE TRADING LLC 178,630 $543,035 New position 2025-12-31
Pallas Capital Advisors LLC 10,969 $18,757 ▼ -3,402 0.00% 2026-06-30
Trellis Wealth Advisors LLC 21,864 $66,468 New position 2025-12-31
Centiva Capital, LP 10,753 $18,388 New position 0.00% 2026-06-30
CIBC Bancorp USA Inc. 10,174 $17,398 New position 0.00% 2026-06-30
JPL Wealth Management, LLC 10,000 $30,400 New position 2025-12-31
ROYAL BANK OF CANADA 20,097 $61,000 New position 2025-12-31
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 302,812 $920,548 New position 2025-12-31
VANGUARD ASSET MANAGEMENT, Ltd 4,491 $7,680 New position 0.00% 2026-06-30
Integrated Wealth Concepts LLC 2,800 $4,789 New position 0.00% 2026-06-30
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 202,254 $614,852 New position 2025-12-31
NISA INVESTMENT ADVISORS, LLC 2,507 $4,287 ▼ -589 0.00% 2026-06-30
Farther Finance Advisors, LLC 1,739 $2,974 ▲ +1,723 0.00% 2026-06-30
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 1,613 $2,758 Unchanged 0.00% 2026-06-30
EverSource Wealth Advisors, LLC 659 $2,004 New position 2025-12-31
NATIONAL BANK OF CANADA /FI/ 1,550 $4,712 New position 2025-12-31
Essential Partners LLC 1,501 $2,567 ▼ -14,244 0.00% 2026-06-30
Allworth Financial LP 240 $730 New position 2025-12-31
Sterling Capital Management LLC 1,410 $4,286 New position 2025-12-31
Fortitude Family Office, LLC 1,074 $1,837 New position 0.00% 2026-06-30
OSAIC HOLDINGS, INC. 4,071 $12,376 New position 2025-12-31
PNC FINANCIAL SERVICES GROUP, INC. 590 $1,794 New position 2025-12-31
Rockefeller Capital Management L.P. 1,856 $5,642 New position 2025-12-31
Optiver Holding B.V. 379 $1,152 New position 2025-12-31
Mirae Asset Global Investments Co., Ltd. 1,970 $5,988 New position 2025-12-31
GSA CAPITAL PARTNERS LLP 274,416 $834 New position 2025-12-31
HUNTINGTON NATIONAL BANK 538 $920 New position 0.00% 2026-06-30
ROTHSCHILD INVESTMENT LLC 217 $660 New position 2025-12-31
Atlantic Union Bankshares Corp 415 $1,262 New position 2025-12-31
True Wealth Design, LLC 244 $418 New position 0.00% 2026-06-30
US BANCORP DE U.S. BANCORP 220 $376 ▲ +86 0.00% 2026-06-30
IFP Advisors, Inc 5 $15 ▼ -430 2025-12-31
ACADIAN ASSET MANAGEMENT LLC 16,514 $50 New position 2025-12-31
PRICE T ROWE ASSOCIATES INC /MD/ 121,961 $371 New position 2025-12-31
Quarry LP 138 $236 ▼ -291 0.00% 2026-06-30
GAMMA Investing LLC 82 $140 ▼ -566 0.00% 2026-06-30
SG Americas Securities, LLC 52,563 $90 ▲ +27,761 0.00% 2026-06-30
State of Alaska, Department of Revenue 12,189 $20 Unchanged 0.00% 2026-06-30
Clearstead Advisors, LLC 4 $7 New position 0.00% 2026-06-30
Avion Wealth 1,500 $2 ▲ +300 0.00% 2026-06-30
Covestor Ltd 18,909 $57 New position 2025-12-31
Lightspeed Management Company, L.L.C. 23,127,237 $70,306,800 New position 2025-12-31
ROYCE & ASSOCIATES LP 1,978,135 $6,013,530 New position 2025-12-31
Samjo Management, LLC 0 $0 Sold out 2026-06-30
Stoic Point Capital Management LLC 1,067,560 $3,245,382 New position 2025-12-31
Qube Research & Technologies Ltd 921,392 $2,801,032 New position 2025-12-31
Swiss National Bank 403,300 $1,226,032 New position 2025-12-31
HRT FINANCIAL LP 0 $0 Sold out 2026-06-30
Massar Capital Management, LP 220,000 $668,800 New position 2025-12-31
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 0 $0 Sold out 2026-06-30
PANAGORA ASSET MANAGEMENT INC 1,002,171 $3,046,600 New position 2025-12-31
Zurcher Kantonalbank (Zurich Cantonalbank) 105,445 $320,553 New position 2025-12-31
Quadrature Capital Ltd 0 $0 Sold out 2026-06-30
Patriot Financial Group Insurance Agency, LLC 90,450 $274,968 New position 2025-12-31
Susquehanna Portfolio Strategies, LLC 70,546 $214,460 New position 2025-12-31
Arizona State Retirement System 56,812 $172,708 New position 2025-12-31
Virtu Financial LLC 63,823 $194 New position 2025-12-31
KLP KAPITALFORVALTNING AS 47,100 $143,184 New position 2025-12-31
Whetstone Capital Advisors, LLC 1,171,079 $3,560,080 New position 2025-12-31
TWO SIGMA SECURITIES, LLC 0 $0 Sold out 2026-06-30
Pictet Asset Management Holding SA 28,586 $86,901 New position 2025-12-31
Abel Hall, LLC 0 $0 Sold out 2026-06-30
WINTON GROUP Ltd 24,700 $75,088 New position 2025-12-31
CIBC Asset Management Inc 21,762 $66,156 New position 2025-12-31
STATE OF WISCONSIN INVESTMENT BOARD 108,910 $331,086 New position 2025-12-31
Swiss Life Asset Management Ltd 0 $0 Sold out 2026-06-30
Hudson Bay Capital Management LP 0 $0 Sold out 2026-06-30
Krilogy Financial LLC 0 $0 Sold out 2026-06-30
WBH ADVISORY INC 20,738 $63,044 New position 2025-12-31
BNP Paribas Asset Management Holding S.A. 2,838 $9 New position 2025-12-31
SBI Securities Co., Ltd. 6,000 $18,240 New position 2025-12-31
Parallel Advisors, LLC 0 $0 Sold out 2026-06-30
Hamrick Investment Counsel, llc 0 $0 Sold out 2026-06-30
Root Financial Partners, LLC 0 $0 Sold out 2026-06-30
JONES FINANCIAL COMPANIES LLLP 115 $350 New position 2025-12-31
DV EQUITIES, LLC 166 $505 New position 2025-12-31
TWIN PEAKS WEALTH ADVISORS, LLC 0 $0 Sold out 2026-06-30
SJS Investment Consulting Inc. 0 $0 Sold out 2026-06-30
VANGUARD GROUP INC 17,868,179 $54,319,264 New position 2025-12-31
ShawSpring Partners LLC 9,024,099 $27,433,261 New position 2025-12-31
Metavasi Capital LP 6,385,900 $19,413,136 New position 2025-12-31
TUDOR INVESTMENT CORP ET AL 1,473,661 $4,479,929 ▼ -1,126,513 2025-12-31
Militia Capital Partners, LP 1,100,000 $3,344,000 New position 2025-12-31
J. Goldman & Co LP 741,897 $2,255,367 New position 2025-12-31
Cinctive Capital Management LP 555,987 $1,690,200 New position 2025-12-31
Verition Fund Management LLC 334,846 $1,017,932 New position 2025-12-31
DEUTSCHE BANK AG\ 211,045 $641,577 New position 2025-12-31
Huntleigh Advisors, Inc. 182,575 $555,030 New position 2025-12-31
Crescent Park Management, L.P. 137,316 $417,441 New position 2025-12-31
Kingsview Wealth Management, LLC 98,660 $299,926 New position 2025-12-31
JANUS HENDERSON GROUP PLC 85,100 $259,130 New position 2025-12-31
STRS OHIO 64,500 $196,080 New position 2025-12-31
Brevan Howard Capital Management LP 55,650 $169,176 New position 2025-12-31
LAZARD ASSET MANAGEMENT LLC 36,000 $109,440 New position 2025-12-31
TWO SIGMA ADVISERS, LP 33,100 $100,624 New position 2025-12-31
GPS Wealth Strategies Group, LLC 26,810 $81,502 New position 2025-12-31
Crawford Fund Management, LLC 26,000 $79,040 New position 2025-12-31
Ulysses Management LLC 25,800 $78,432 New position 2025-12-31
Schonfeld Strategic Advisors LLC 25,123 $76,373 New position 2025-12-31
RPO LLC 21,768 $66,174 New position 2025-12-31
HighTower Advisors, LLC 21,456 $65,226 New position 2025-12-31
Corient Private Wealth LLC 17,522 $53,267 New position 2025-12-31
Lido Advisors, LLC 16,005 $52,257 New position 2025-12-31
Scientech Research LLC 16,440 $49,978 New position 2025-12-31
BOOTHBAY FUND MANAGEMENT, LLC 13,661 $41,529 New position 2025-12-31
B. Riley Wealth Advisors, Inc. 13,500 $41,040 New position 2025-12-31
CIBC WORLD MARKETS CORP 13,057 $39,693 New position 2025-12-31
MACKENZIE FINANCIAL CORP 13,151 $39,507 New position 2025-12-31
Universal- Beteiligungs- und Servicegesellschaft mbH 11,097 $33,735 New position 2025-12-31
AMERIPRISE FINANCIAL INC 10,115 $30,750 New position 2025-12-31
Caption Management, LLC 4,589 $13,951 New position 2025-12-31
CWM, LLC 6,726 $20 New position 2025-12-31
AMALGAMATED BANK 6,200 $19 New position 2025-12-31
Keating Financial Advisory Services, Inc. 2 $6 New position 2025-12-31