| 2026-03-31 → 2026-06-30 | Renaissance Technologies | TRIMMED | 351,220 | 140,166 | -$84.5M |
| 2026-03-31 → 2026-06-30 | Citadel Advisors | ADDED | 163,175 | 257,559 | $17.7M |
| 2026-03-31 → 2026-06-30 | Bridgewater Associates | TRIMMED | 11,413 | 8,398 | -$1.6M |
| 2026-03-31 → 2026-06-30 | Point72 Asset Management | CLOSED | 600 | 0 | -$0.2M |
| 2026-03-31 → 2026-06-30 | D. E. Shaw & Co. | TRIMMED | 27,638 | 9,257 | -$7.2M |
| 2026-03-31 → 2026-06-30 | Two Sigma Investments | TRIMMED | 114,564 | 12,940 | -$37.3M |
| 2026-03-31 → 2026-06-30 | Millennium Management | TRIMMED | 276,716 | 45,862 | -$85.7M |
| 2026-03-31 → 2026-06-30 | Fisher Asset Management | TRIMMED | 34,481 | 33,799 | -$2.4M |
| 2026-03-31 → 2026-06-30 | AQR Capital Management | ADDED | 840,138 | 1,153,498 | $42.8M |
| 2026-03-31 → 2026-06-30 | Adage Capital Partners | TRIMMED | 27,739 | 27,239 | -$1.9M |
| 2026-03-31 → 2026-06-30 | Norges Bank Investment Management | NEW | 0 | 831,571 | $246.2M |
| 2026-03-31 → 2026-06-30 | Marshall Wace | NEW | 0 | 8,247 | $2.4M |
| 2026-03-31 → 2026-06-30 | Neuberger Berman | ADDED | 6,078 | 9,386 | $0.6M |
| 2026-03-31 → 2026-06-30 | Arrowstreet Capital | ADDED | 527,246 | 586,076 | -$15.7M |
| 2026-03-31 → 2026-06-30 | Geode Capital Management | ADDED | 1,043,924 | 1,239,699 | -$7.6M |
| 2026-03-31 → 2026-06-30 | Charles Schwab Investment Management | ADDED | 245,586 | 262,876 | -$10.3M |
| 2026-03-31 → 2026-06-30 | Victory Capital Management | ADDED | 79,108 | 115,895 | $5.9M |
| 2026-03-31 → 2026-06-30 | Chilton Investment Company | TRIMMED | 82,869 | 35,812 | -$19.1M |
| 2026-03-31 → 2026-06-30 | Caxton Associates | TRIMMED | 2,912 | 2,190 | -$0.4M |
| 2026-03-31 → 2026-06-30 | Verition Fund Management | TRIMMED | 44,488 | 38,170 | -$4.7M |
| 2026-03-31 → 2026-06-30 | Walleye Capital | ADDED | 3,106 | 14,479 | $3.2M |
| 2026-03-31 → 2026-06-30 | Squarepoint Ops | ADDED | 67,126 | 242,314 | $47.7M |
| 2026-03-31 → 2026-06-30 | Schonfeld Strategic Advisors | TRIMMED | 17,642 | 16,346 | -$1.5M |
| 2026-03-31 → 2026-06-30 | Qube Research & Technologies | ADDED | 33,102 | 33,600 | -$1.9M |
| 2026-03-31 → 2026-06-30 | Man Group | TRIMMED | 42,968 | 12,963 | -$11.6M |
| 2025-12-31 → 2026-03-31 | Berkshire Hathaway | CLOSED | 3,350,000 | 0 | -$1,396.3M |
| 2025-12-31 → 2026-03-31 | Renaissance Technologies | ADDED | 45,460 | 351,220 | $107.1M |
| 2025-12-31 → 2026-03-31 | Citadel Advisors | TRIMMED | 464,461 | 163,175 | -$135.1M |
| 2025-12-31 → 2026-03-31 | Bridgewater Associates | NEW | 0 | 11,413 | $4.1M |
| 2025-12-31 → 2026-03-31 | Point72 Asset Management | TRIMMED | 2,300 | 600 | -$0.7M |
| 2025-12-31 → 2026-03-31 | D. E. Shaw & Co. | TRIMMED | 47,672 | 27,638 | -$10.0M |
| 2025-12-31 → 2026-03-31 | Two Sigma Investments | TRIMMED | 228,038 | 114,564 | -$53.9M |
| 2025-12-31 → 2026-03-31 | Millennium Management | ADDED | 245,688 | 276,716 | -$3.1M |
| 2025-12-31 → 2026-03-31 | Fisher Asset Management | TRIMMED | 34,632 | 34,481 | -$2.1M |
| 2025-12-31 → 2026-03-31 | AQR Capital Management | ADDED | 208,533 | 840,138 | $211.8M |
| 2025-12-31 → 2026-03-31 | Adage Capital Partners | TRIMMED | 28,039 | 27,739 | -$1.7M |
| 2025-12-31 → 2026-03-31 | Norges Bank Investment Management | CLOSED | 684,026 | 0 | -$285.1M |
| 2025-12-31 → 2026-03-31 | Discovery Capital Management | CLOSED | 23,700 | 0 | -$9.9M |
| 2025-12-31 → 2026-03-31 | Marshall Wace | CLOSED | 33,137 | 0 | -$13.8M |
| 2025-12-31 → 2026-03-31 | Neuberger Berman | ADDED | 3,683 | 6,078 | $0.6M |
| 2025-12-31 → 2026-03-31 | Arrowstreet Capital | ADDED | 151,537 | 527,246 | $126.0M |
| 2025-12-31 → 2026-03-31 | Geode Capital Management | ADDED | 1,026,391 | 1,043,924 | -$51.1M |
| 2025-12-31 → 2026-03-31 | Capital World Investors | CLOSED | 176,500 | 0 | -$73.6M |
| 2025-12-31 → 2026-03-31 | Charles Schwab Investment Management | ADDED | 234,958 | 245,586 | -$9.8M |
| 2025-12-31 → 2026-03-31 | Victory Capital Management | ADDED | 73,914 | 79,108 | -$2.4M |
| 2025-12-31 → 2026-03-31 | Chilton Investment Company | TRIMMED | 111,830 | 82,869 | -$16.9M |
| 2025-12-31 → 2026-03-31 | Caxton Associates | NEW | 0 | 2,912 | $1.0M |
| 2025-12-31 → 2026-03-31 | Verition Fund Management | ADDED | 40,523 | 44,488 | -$0.9M |
| 2025-12-31 → 2026-03-31 | Walleye Capital | TRIMMED | 38,731 | 3,106 | -$15.0M |
| 2025-12-31 → 2026-03-31 | Squarepoint Ops | ADDED | 34,349 | 67,126 | $9.8M |
| 2025-12-31 → 2026-03-31 | Schonfeld Strategic Advisors | TRIMMED | 35,064 | 17,642 | -$8.3M |
| 2025-12-31 → 2026-03-31 | Qube Research & Technologies | TRIMMED | 142,646 | 33,102 | -$47.6M |
| 2025-12-31 → 2026-03-31 | Capstone Investment Advisors | CLOSED | 1,060 | 0 | -$0.4M |
| 2025-12-31 → 2026-03-31 | Graham Capital Management | CLOSED | 5,410 | 0 | -$2.3M |
| 2025-12-31 → 2026-03-31 | Man Group | ADDED | 32,818 | 42,968 | $1.7M |
| 2025-12-31 → 2026-03-31 | 1832 Asset Management | CLOSED | 1,385 | 0 | -$0.6M |
| 2025-09-30 → 2025-12-31 | Berkshire Hathaway | ADDED | 2,981,945 | 3,350,000 | $109.0M |
| 2025-09-30 → 2025-12-31 | Renaissance Technologies | TRIMMED | 98,628 | 45,460 | -$23.6M |
| 2025-09-30 → 2025-12-31 | Citadel Advisors | TRIMMED | 763,222 | 464,461 | -$135.9M |
| 2025-09-30 → 2025-12-31 | Point72 Asset Management | NEW | 0 | 2,300 | $1.0M |
| 2025-09-30 → 2025-12-31 | D. E. Shaw & Co. | ADDED | 15,517 | 47,672 | $13.2M |
| 2025-09-30 → 2025-12-31 | Two Sigma Investments | TRIMMED | 264,024 | 228,038 | -$18.9M |
| 2025-09-30 → 2025-12-31 | Millennium Management | ADDED | 131,774 | 245,688 | $45.5M |
| 2025-09-30 → 2025-12-31 | Fisher Asset Management | ADDED | 29,350 | 34,632 | $1.8M |
| 2025-09-30 → 2025-12-31 | AQR Capital Management | ADDED | 86,111 | 208,533 | $49.9M |
| 2025-09-30 → 2025-12-31 | Maverick Capital | CLOSED | 5,453 | 0 | -$2.4M |
| 2025-09-30 → 2025-12-31 | Adage Capital Partners | ADDED | 9,439 | 28,039 | $7.6M |
| 2025-09-30 → 2025-12-31 | Norges Bank Investment Management | NEW | 0 | 684,026 | $285.1M |
| 2025-09-30 → 2025-12-31 | Discovery Capital Management | NEW | 0 | 23,700 | $9.9M |
| 2025-09-30 → 2025-12-31 | Marshall Wace | TRIMMED | 186,582 | 33,137 | -$66.7M |
| 2025-09-30 → 2025-12-31 | Neuberger Berman | ADDED | 3,122 | 3,683 | $0.2M |
| 2025-09-30 → 2025-12-31 | Arrowstreet Capital | ADDED | 76,915 | 151,537 | $30.0M |
| 2025-09-30 → 2025-12-31 | Geode Capital Management | ADDED | 1,007,372 | 1,026,391 | -$6.5M |
| 2025-09-30 → 2025-12-31 | Charles Schwab Investment Management | ADDED | 232,197 | 234,958 | -$2.3M |
| 2025-09-30 → 2025-12-31 | Victory Capital Management | ADDED | 49,687 | 73,914 | $9.4M |
| 2025-09-30 → 2025-12-31 | Chilton Investment Company | ADDED | 76,641 | 111,830 | $13.5M |
| 2025-09-30 → 2025-12-31 | Moore Capital Management | CLOSED | 814 | 0 | -$0.4M |
| 2025-09-30 → 2025-12-31 | Verition Fund Management | TRIMMED | 60,194 | 40,523 | -$9.1M |
| 2025-09-30 → 2025-12-31 | Walleye Capital | TRIMMED | 63,365 | 38,731 | -$11.2M |
| 2025-09-30 → 2025-12-31 | Squarepoint Ops | TRIMMED | 78,089 | 34,349 | -$19.4M |
| 2025-09-30 → 2025-12-31 | Schonfeld Strategic Advisors | ADDED | 2,443 | 35,064 | $13.6M |
| 2025-09-30 → 2025-12-31 | Voleon Capital Management | CLOSED | 473 | 0 | -$0.2M |
| 2025-09-30 → 2025-12-31 | Qube Research & Technologies | TRIMMED | 190,824 | 142,646 | -$22.9M |
| 2025-09-30 → 2025-12-31 | Capstone Investment Advisors | NEW | 0 | 1,060 | $0.4M |
| 2025-09-30 → 2025-12-31 | Graham Capital Management | NEW | 0 | 5,410 | $2.3M |
| 2025-09-30 → 2025-12-31 | Man Group | TRIMMED | 122,563 | 32,818 | -$39.2M |
| 2025-09-30 → 2025-12-31 | Hudson Bay Capital Management | CLOSED | 1,430 | 0 | -$0.6M |
| 2025-09-30 → 2025-12-31 | 1832 Asset Management | TRIMMED | 3,815 | 1,385 | -$1.1M |
| 2025-06-30 → 2025-09-30 | Berkshire Hathaway | ADDED | 2,633,868 | 2,981,945 | $100.5M |
| 2025-06-30 → 2025-09-30 | Renaissance Technologies | TRIMMED | 144,576 | 98,628 | -$22.6M |
| 2025-06-30 → 2025-09-30 | Citadel Advisors | TRIMMED | 1,099,558 | 763,222 | -$166.0M |
| 2025-06-30 → 2025-09-30 | D. E. Shaw & Co. | TRIMMED | 193,154 | 15,517 | -$80.3M |
| 2025-06-30 → 2025-09-30 | Two Sigma Investments | ADDED | 8,964 | 264,024 | $109.9M |
| 2025-06-30 → 2025-09-30 | Millennium Management | ADDED | 75,069 | 131,774 | $23.1M |
| 2025-06-30 → 2025-09-30 | Fisher Asset Management | TRIMMED | 75,310 | 29,350 | -$21.3M |
| 2025-06-30 → 2025-09-30 | AQR Capital Management | ADDED | 51,887 | 86,111 | $13.7M |
| 2025-06-30 → 2025-09-30 | Maverick Capital | TRIMMED | 13,907 | 5,453 | -$3.9M |
| 2025-06-30 → 2025-09-30 | Adage Capital Partners | TRIMMED | 13,739 | 9,439 | -$2.1M |
| 2025-06-30 → 2025-09-30 | Norges Bank Investment Management | CLOSED | 449,801 | 0 | -$202.7M |
| 2025-06-30 → 2025-09-30 | Marshall Wace | NEW | 0 | 186,582 | $80.5M |
| 2025-06-30 → 2025-09-30 | Neuberger Berman | TRIMMED | 9,323 | 3,122 | -$2.9M |
| 2025-06-30 → 2025-09-30 | Arrowstreet Capital | ADDED | 4,008 | 76,915 | $31.4M |
| 2025-06-30 → 2025-09-30 | Geode Capital Management | TRIMMED | 1,055,621 | 1,007,372 | -$39.6M |
| 2025-06-30 → 2025-09-30 | Capital World Investors | TRIMMED | 319,277 | 176,500 | -$67.7M |
| 2025-06-30 → 2025-09-30 | Charles Schwab Investment Management | TRIMMED | 243,287 | 232,197 | -$9.4M |
| 2025-06-30 → 2025-09-30 | Victory Capital Management | ADDED | 40,488 | 49,687 | $3.2M |
| 2025-06-30 → 2025-09-30 | Chilton Investment Company | ADDED | 1,061 | 76,641 | $32.6M |
| 2025-06-30 → 2025-09-30 | Moore Capital Management | TRIMMED | 1,315 | 814 | -$0.2M |
| 2025-06-30 → 2025-09-30 | Caxton Associates | CLOSED | 666 | 0 | -$0.3M |
| 2025-06-30 → 2025-09-30 | Verition Fund Management | TRIMMED | 77,105 | 60,194 | -$8.8M |
| 2025-06-30 → 2025-09-30 | Walleye Capital | ADDED | 10,812 | 63,365 | $22.5M |
| 2025-06-30 → 2025-09-30 | Squarepoint Ops | ADDED | 6,795 | 78,089 | $30.6M |
| 2025-06-30 → 2025-09-30 | Schonfeld Strategic Advisors | TRIMMED | 30,136 | 2,443 | -$12.5M |
| 2025-06-30 → 2025-09-30 | Voleon Capital Management | NEW | 0 | 473 | $0.2M |
| 2025-06-30 → 2025-09-30 | Qube Research & Technologies | ADDED | 53,717 | 190,824 | $58.2M |
| 2025-06-30 → 2025-09-30 | Capstone Investment Advisors | CLOSED | 1,036 | 0 | -$0.5M |
| 2025-06-30 → 2025-09-30 | Man Group | ADDED | 23,845 | 122,563 | $42.2M |
| 2025-06-30 → 2025-09-30 | Hudson Bay Capital Management | TRIMMED | 30,256 | 1,430 | -$13.0M |
| 2025-06-30 → 2025-09-30 | 1832 Asset Management | NEW | 0 | 3,815 | $1.6M |
| 2025-03-31 → 2025-06-30 | Berkshire Hathaway | ADDED | 2,620,613 | 2,633,868 | -$17.2M |
| 2025-03-31 → 2025-06-30 | Renaissance Technologies | ADDED | 101,469 | 144,576 | $18.5M |
| 2025-03-31 → 2025-06-30 | Citadel Advisors | ADDED | 562,422 | 1,099,558 | $237.1M |
| 2025-03-31 → 2025-06-30 | D. E. Shaw & Co. | ADDED | 22,617 | 193,154 | $76.6M |
| 2025-03-31 → 2025-06-30 | Two Sigma Investments | TRIMMED | 15,150 | 8,964 | -$2.9M |
| 2025-03-31 → 2025-06-30 | Millennium Management | TRIMMED | 143,897 | 75,069 | -$32.3M |
| 2025-03-31 → 2025-06-30 | Fisher Asset Management | TRIMMED | 86,497 | 75,310 | -$5.8M |
| 2025-03-31 → 2025-06-30 | AQR Capital Management | ADDED | 51,430 | 51,887 | -$0.1M |
| 2025-03-31 → 2025-06-30 | Maverick Capital | TRIMMED | 25,349 | 13,907 | -$5.4M |
| 2025-03-31 → 2025-06-30 | Adage Capital Partners | TRIMMED | 31,539 | 13,739 | -$8.3M |
| 2025-03-31 → 2025-06-30 | Norges Bank Investment Management | NEW | 0 | 449,801 | $202.7M |
| 2025-03-31 → 2025-06-30 | Marshall Wace | CLOSED | 89,164 | 0 | -$41.0M |
| 2025-03-31 → 2025-06-30 | Neuberger Berman | ADDED | 7,712 | 9,323 | $0.7M |
| 2025-03-31 → 2025-06-30 | Arrowstreet Capital | TRIMMED | 67,656 | 4,008 | -$29.3M |
| 2025-03-31 → 2025-06-30 | Geode Capital Management | TRIMMED | 1,057,507 | 1,055,621 | -$10.7M |
| 2025-03-31 → 2025-06-30 | Capital World Investors | ADDED | 318,428 | 319,277 | -$2.4M |
| 2025-03-31 → 2025-06-30 | Charles Schwab Investment Management | ADDED | 240,175 | 243,287 | -$0.7M |
| 2025-03-31 → 2025-06-30 | Victory Capital Management | ADDED | 18,186 | 40,488 | $9.9M |
| 2025-03-31 → 2025-06-30 | Chilton Investment Company | TRIMMED | 1,145 | 1,061 | -$0.0M |
| 2025-03-31 → 2025-06-30 | Junto Capital Management | CLOSED | 43,652 | 0 | -$20.1M |
| 2025-03-31 → 2025-06-30 | Moore Capital Management | NEW | 0 | 1,315 | $0.6M |
| 2025-03-31 → 2025-06-30 | Caxton Associates | NEW | 0 | 666 | $0.3M |
| 2025-03-31 → 2025-06-30 | Verition Fund Management | ADDED | 51,984 | 77,105 | $10.9M |
| 2025-03-31 → 2025-06-30 | Walleye Capital | TRIMMED | 39,686 | 10,812 | -$13.4M |
| 2025-03-31 → 2025-06-30 | Squarepoint Ops | TRIMMED | 20,419 | 6,795 | -$6.3M |
| 2025-03-31 → 2025-06-30 | Schonfeld Strategic Advisors | ADDED | 835 | 30,136 | $13.2M |
| 2024-12-31 → 2025-06-30 | Qube Research & Technologies | ADDED | 1,900 | 53,717 | $23.4M |
| 2025-03-31 → 2025-06-30 | Capstone Investment Advisors | NEW | 0 | 1,036 | $0.5M |
| 2025-03-31 → 2025-06-30 | Graham Capital Management | CLOSED | 1,500 | 0 | -$0.7M |
| 2025-03-31 → 2025-06-30 | Man Group | ADDED | 9,391 | 23,845 | $6.4M |
| 2025-03-31 → 2025-06-30 | Hudson Bay Capital Management | NEW | 0 | 30,256 | $13.6M |
| 2024-12-31 → 2025-03-31 | Berkshire Hathaway | ADDED | 2,382,000 | 2,620,613 | $204.2M |
| 2024-12-31 → 2025-03-31 | Renaissance Technologies | TRIMMED | 186,969 | 101,469 | -$31.9M |
| 2024-12-31 → 2025-03-31 | Citadel Advisors | ADDED | 538,460 | 562,422 | $32.4M |
| 2024-12-31 → 2025-03-31 | Bridgewater Associates | CLOSED | 798 | 0 | -$0.3M |
| 2024-12-31 → 2025-03-31 | Coatue Management | CLOSED | 322,621 | 0 | -$135.4M |
| 2024-12-31 → 2025-03-31 | D. E. Shaw & Co. | TRIMMED | 64,255 | 22,617 | -$16.6M |
| 2024-12-31 → 2025-03-31 | Two Sigma Investments | TRIMMED | 21,033 | 15,150 | -$1.9M |
| 2024-12-31 → 2025-03-31 | Millennium Management | TRIMMED | 173,613 | 143,897 | -$6.8M |
| 2024-12-31 → 2025-03-31 | Fisher Asset Management | ADDED | 85,671 | 86,497 | $3.8M |
| 2024-12-31 → 2025-03-31 | AQR Capital Management | TRIMMED | 87,880 | 51,430 | -$13.6M |
| 2024-12-31 → 2025-03-31 | Maverick Capital | NEW | 0 | 25,349 | $11.6M |
| 2024-12-31 → 2025-03-31 | Adage Capital Partners | NEW | 0 | 31,539 | $14.5M |
| 2024-12-31 → 2025-03-31 | Norges Bank Investment Management | CLOSED | 596,939 | 0 | -$250.6M |
| 2024-12-31 → 2025-03-31 | Marshall Wace | NEW | 0 | 89,164 | $41.0M |
| 2024-12-31 → 2025-03-31 | Neuberger Berman | TRIMMED | 7,801 | 7,712 | $0.3M |
| 2024-12-31 → 2025-03-31 | Suvretta Capital (now Montanova Capital) | CLOSED | 38,340 | 0 | -$16.1M |
| 2024-12-31 → 2025-03-31 | Arrowstreet Capital | TRIMMED | 130,522 | 67,656 | -$23.7M |
| 2024-12-31 → 2025-03-31 | Geode Capital Management | ADDED | 955,160 | 1,057,507 | $85.6M |
| 2024-12-31 → 2025-03-31 | Capital World Investors | ADDED | 317,997 | 318,428 | $12.8M |
| 2024-12-31 → 2025-03-31 | Charles Schwab Investment Management | NEW | 0 | 240,175 | $110.3M |
| 2024-12-31 → 2025-03-31 | Victory Capital Management | TRIMMED | 19,569 | 18,186 | $0.1M |
| 2024-12-31 → 2025-03-31 | Chilton Investment Company | TRIMMED | 2,590 | 1,145 | -$0.6M |
| 2024-12-31 → 2025-03-31 | Junto Capital Management | NEW | 0 | 43,652 | $20.1M |
| 2024-12-31 → 2025-03-31 | Verition Fund Management | ADDED | 43,317 | 51,984 | $5.7M |
| 2024-12-31 → 2025-03-31 | Walleye Capital | TRIMMED | 108,235 | 39,686 | -$27.2M |
| 2024-12-31 → 2025-03-31 | Squarepoint Ops | TRIMMED | 66,202 | 20,419 | -$18.4M |
| 2024-12-31 → 2025-03-31 | Schonfeld Strategic Advisors | TRIMMED | 18,578 | 835 | -$7.4M |
| 2024-12-31 → 2025-03-31 | Capstone Investment Advisors | CLOSED | 757 | 0 | -$0.3M |
| 2024-12-31 → 2025-03-31 | Graham Capital Management | NEW | 0 | 1,500 | $0.7M |
| 2024-12-31 → 2025-03-31 | Man Group | TRIMMED | 13,105 | 9,391 | -$1.2M |
| 2024-12-31 → 2025-03-31 | Hudson Bay Capital Management | CLOSED | 11,981 | 0 | -$5.0M |
| 2024-09-30 → 2024-12-31 | Berkshire Hathaway | ADDED | 1,277,256 | 2,382,000 | $450.5M |
| 2024-09-30 → 2024-12-31 | Renaissance Technologies | ADDED | 148,669 | 186,969 | $14.5M |
| 2024-09-30 → 2024-12-31 | Citadel Advisors | ADDED | 520,300 | 538,460 | $2.2M |
| 2024-09-30 → 2024-12-31 | Bridgewater Associates | TRIMMED | 3,925 | 798 | -$1.4M |
| 2024-09-30 → 2024-12-31 | Point72 Asset Management | CLOSED | 49,122 | 0 | -$21.1M |
| 2024-09-30 → 2024-12-31 | D. E. Shaw & Co. | TRIMMED | 69,114 | 64,255 | -$2.8M |
| 2024-09-30 → 2024-12-31 | Two Sigma Investments | TRIMMED | 26,432 | 21,033 | -$2.5M |
| 2024-09-30 → 2024-12-31 | Millennium Management | ADDED | 90,044 | 173,613 | $34.1M |
| 2024-09-30 → 2024-12-31 | Fisher Asset Management | ADDED | 68,958 | 85,671 | $6.3M |
| 2024-09-30 → 2024-12-31 | AQR Capital Management | TRIMMED | 104,073 | 87,880 | -$7.9M |
| 2024-09-30 → 2024-12-31 | Norges Bank Investment Management | NEW | 0 | 596,939 | $250.6M |
| 2024-09-30 → 2024-12-31 | Neuberger Berman | ADDED | 7,066 | 7,801 | $0.2M |
| 2024-09-30 → 2024-12-31 | Suvretta Capital (now Montanova Capital) | NEW | 0 | 38,340 | $16.1M |
| 2024-09-30 → 2024-12-31 | Arrowstreet Capital | ADDED | 94,361 | 130,522 | $14.2M |
| 2024-09-30 → 2024-12-31 | Geode Capital Management | ADDED | 862,771 | 955,160 | $31.1M |
| 2024-09-30 → 2024-12-31 | Capital World Investors | ADDED | 317,752 | 317,997 | -$3.2M |
| 2024-09-30 → 2024-12-31 | Charles Schwab Investment Management | CLOSED | 229,099 | 0 | -$98.5M |
| 2024-09-30 → 2024-12-31 | Victory Capital Management | TRIMMED | 98,823 | 19,569 | -$34.3M |
| 2024-09-30 → 2024-12-31 | Chilton Investment Company | TRIMMED | 11,762 | 2,590 | -$4.0M |
| 2024-09-30 → 2024-12-31 | Verition Fund Management | ADDED | 39,161 | 43,317 | $1.3M |
| 2024-09-30 → 2024-12-31 | Walleye Capital | ADDED | 65,898 | 108,235 | $17.1M |
| 2024-09-30 → 2024-12-31 | Squarepoint Ops | ADDED | 51,042 | 66,202 | $5.8M |
| 2024-09-30 → 2024-12-31 | Schonfeld Strategic Advisors | TRIMMED | 79,014 | 18,578 | -$26.2M |
| 2024-09-30 → 2024-12-31 | Qube Research & Technologies | TRIMMED | 180,297 | 1,900 | -$76.8M |
| 2024-09-30 → 2024-12-31 | Capstone Investment Advisors | TRIMMED | 779 | 757 | -$0.0M |
| 2024-09-30 → 2024-12-31 | Graham Capital Management | CLOSED | 575 | 0 | -$0.2M |
| 2024-09-30 → 2024-12-31 | Man Group | ADDED | 5,390 | 13,105 | $3.2M |
| 2024-09-30 → 2024-12-31 | Hudson Bay Capital Management | NEW | 0 | 11,981 | $5.0M |
| 2024-09-30 → 2024-12-31 | 1832 Asset Management | CLOSED | 14,930 | 0 | -$6.4M |
| 2024-09-30 → 2024-12-31 | Candlestick Capital Management | CLOSED | 98,701 | 0 | -$42.5M |
| 2024-06-30 → 2024-09-30 | Berkshire Hathaway | NEW | 0 | 1,277,256 | $549.4M |
| 2024-06-30 → 2024-09-30 | Renaissance Technologies | TRIMMED | 217,169 | 148,669 | -$48.2M |
| 2024-06-30 → 2024-09-30 | Citadel Advisors | TRIMMED | 766,456 | 520,300 | -$171.9M |
| 2024-06-30 → 2024-09-30 | Bridgewater Associates | TRIMMED | 11,487 | 3,925 | -$4.2M |
| 2024-06-30 → 2024-09-30 | Point72 Asset Management | TRIMMED | 140,019 | 49,122 | -$51.2M |
| 2024-06-30 → 2024-09-30 | Coatue Management | TRIMMED | 356,629 | 322,621 | -$45.4M |
| 2024-06-30 → 2024-09-30 | D. E. Shaw & Co. | ADDED | 65,479 | 69,114 | -$4.1M |
| 2024-06-30 → 2024-09-30 | Two Sigma Investments | TRIMMED | 130,513 | 26,432 | -$56.0M |
| 2024-06-30 → 2024-09-30 | Millennium Management | TRIMMED | 214,239 | 90,044 | -$71.9M |
| 2024-06-30 → 2024-09-30 | Fisher Asset Management | ADDED | 66,472 | 68,958 | -$4.7M |
| 2024-06-30 → 2024-09-30 | AQR Capital Management | TRIMMED | 219,415 | 104,073 | -$68.5M |
| 2024-06-30 → 2024-09-30 | Adage Capital Partners | CLOSED | 17,339 | 0 | -$9.0M |
| 2024-06-30 → 2024-09-30 | Norges Bank Investment Management | CLOSED | 606,823 | 0 | -$313.3M |
| 2024-06-30 → 2024-09-30 | Davidson Kempner Capital Management | CLOSED | 32,500 | 0 | -$16.8M |
| 2024-06-30 → 2024-09-30 | Marshall Wace | CLOSED | 8,819 | 0 | -$4.6M |
| 2024-06-30 → 2024-09-30 | Neuberger Berman | TRIMMED | 9,075 | 7,066 | -$1.6M |
| 2024-06-30 → 2024-09-30 | Arrowstreet Capital | TRIMMED | 144,399 | 94,361 | $40.5M |
| 2024-06-30 → 2024-09-30 | Geode Capital Management | TRIMMED | 902,466 | 862,771 | -$94.9M |
| 2024-06-30 → 2024-09-30 | Capital World Investors | ADDED | 317,732 | 317,752 | -$27.4M |
| 2024-06-30 → 2024-09-30 | Charles Schwab Investment Management | ADDED | 226,898 | 229,099 | -$18.6M |
| 2024-06-30 → 2024-09-30 | Victory Capital Management | ADDED | 89,859 | 98,823 | -$3.9M |
| 2024-06-30 → 2024-09-30 | Chilton Investment Company | ADDED | 1,663 | 11,762 | $4.2M |
| 2024-06-30 → 2024-09-30 | Moore Capital Management | CLOSED | 2,589 | 0 | -$1.3M |
| 2024-06-30 → 2024-09-30 | Verition Fund Management | ADDED | 32,982 | 39,161 | -$0.2M |
| 2024-06-30 → 2024-09-30 | Walleye Capital | ADDED | 65,450 | 65,898 | -$5.4M |
| 2024-06-30 → 2024-09-30 | Squarepoint Ops | ADDED | 16,545 | 51,042 | $13.4M |
| 2024-06-30 → 2024-09-30 | Schonfeld Strategic Advisors | ADDED | 5,225 | 79,014 | $31.3M |
| 2024-06-30 → 2024-09-30 | Qube Research & Technologies | ADDED | 132,054 | 180,297 | $9.4M |
| 2024-06-30 → 2024-09-30 | Capstone Investment Advisors | ADDED | 630 | 779 | $0.0M |
| 2024-06-30 → 2024-09-30 | Graham Capital Management | NEW | 0 | 575 | $0.2M |
| 2024-06-30 → 2024-09-30 | Man Group | TRIMMED | 16,082 | 5,390 | -$6.0M |
| 2024-06-30 → 2024-09-30 | Hudson Bay Capital Management | CLOSED | 20,088 | 0 | -$10.4M |
| 2024-06-30 → 2024-09-30 | 1832 Asset Management | NEW | 0 | 14,930 | $6.4M |
| 2024-06-30 → 2024-09-30 | Candlestick Capital Management | TRIMMED | 114,471 | 98,701 | -$16.6M |
| 2024-03-31 → 2024-06-30 | Renaissance Technologies | TRIMMED | 328,369 | 217,169 | $112.0M |
| 2024-03-31 → 2024-06-30 | Citadel Advisors | ADDED | 522,287 | 766,456 | $136.2M |
| 2024-03-31 → 2024-06-30 | Bridgewater Associates | ADDED | 3,191 | 11,487 | $4.3M |
| 2024-03-31 → 2024-06-30 | Point72 Asset Management | NEW | 0 | 140,019 | $72.3M |
| 2024-03-31 → 2024-06-30 | Coatue Management | TRIMMED | 635,602 | 356,629 | -$131.7M |
| 2024-03-31 → 2024-06-30 | D. E. Shaw & Co. | TRIMMED | 81,623 | 65,479 | -$6.7M |
| 2024-03-31 → 2024-06-30 | Two Sigma Investments | TRIMMED | 138,791 | 130,513 | -$1.6M |
| 2024-03-31 → 2024-06-30 | Millennium Management | ADDED | 85,004 | 214,239 | $68.4M |
| 2024-03-31 → 2024-06-30 | Fisher Asset Management | TRIMMED | 71,213 | 66,472 | -$1.1M |
| 2024-03-31 → 2024-06-30 | AQR Capital Management | ADDED | 177,038 | 219,415 | $25.7M |
| 2024-03-31 → 2024-06-30 | Maverick Capital | CLOSED | 102,556 | 0 | -$51.0M |
| 2024-03-31 → 2024-06-30 | Adage Capital Partners | TRIMMED | 107,354 | 17,339 | -$44.4M |
| 2024-03-31 → 2024-06-30 | Norges Bank Investment Management | NEW | 0 | 606,823 | $313.3M |
| 2024-03-31 → 2024-06-30 | Davidson Kempner Capital Management | NEW | 0 | 32,500 | $16.8M |
| 2024-03-31 → 2024-06-30 | Marshall Wace | NEW | 0 | 8,819 | $4.6M |
| 2024-03-31 → 2024-06-30 | Neuberger Berman | ADDED | 3,449 | 9,075 | $3.0M |
| 2024-03-31 → 2024-06-30 | Arrowstreet Capital | TRIMMED | 155,056 | 144,399 | -$0.0M |
| 2024-03-31 → 2024-06-30 | Geode Capital Management | ADDED | 873,892 | 902,466 | $32.1M |
| 2024-03-31 → 2024-06-30 | Capital World Investors | ADDED | 317,584 | 317,732 | $6.3M |
| 2024-03-31 → 2024-06-30 | Charles Schwab Investment Management | ADDED | 223,123 | 226,898 | $6.3M |
| 2024-03-31 → 2024-06-30 | Victory Capital Management | ADDED | 20,282 | 89,859 | $36.3M |
| 2024-03-31 → 2024-06-30 | Chilton Investment Company | TRIMMED | 8,918 | 1,663 | -$3.6M |
| 2024-03-31 → 2024-06-30 | Moore Capital Management | ADDED | 1,312 | 2,589 | $0.7M |
| 2024-03-31 → 2024-06-30 | Verition Fund Management | ADDED | 28,358 | 32,982 | $2.9M |
| 2024-03-31 → 2024-06-30 | Walleye Capital | ADDED | 57,749 | 65,450 | $5.1M |
| 2024-03-31 → 2024-06-30 | Squarepoint Ops | TRIMMED | 124,603 | 16,545 | -$53.4M |
| 2024-03-31 → 2024-06-30 | Schonfeld Strategic Advisors | ADDED | 3,107 | 5,225 | $1.2M |
| 2024-03-31 → 2024-06-30 | Qube Research & Technologies | ADDED | 52,189 | 132,054 | $42.3M |
| 2024-03-31 → 2024-06-30 | Graham Capital Management | CLOSED | 834 | 0 | -$0.4M |
| 2024-03-31 → 2024-06-30 | Man Group | TRIMMED | 64,902 | 16,082 | -$23.9M |
| 2024-03-31 → 2024-06-30 | Hudson Bay Capital Management | TRIMMED | 32,139 | 20,088 | -$5.6M |
| 2024-03-31 → 2024-06-30 | Candlestick Capital Management | TRIMMED | 136,722 | 114,471 | -$8.8M |
| 2023-12-31 → 2024-03-31 | Renaissance Technologies | TRIMMED | 441,869 | 328,369 | -$0.0M |
| 2023-12-31 → 2024-03-31 | Citadel Advisors | TRIMMED | 985,431 | 522,287 | -$146.7M |
| 2023-12-31 → 2024-03-31 | Bridgewater Associates | ADDED | 1,922 | 3,191 | $0.8M |
| 2023-12-31 → 2024-03-31 | Point72 Asset Management | CLOSED | 175,616 | 0 | -$72.4M |
| 2023-12-31 → 2024-03-31 | Coatue Management | TRIMMED | 783,202 | 635,602 | -$7.0M |
| 2023-12-31 → 2024-03-31 | D. E. Shaw & Co. | TRIMMED | 233,487 | 81,623 | -$55.7M |
| 2023-12-31 → 2024-03-31 | Two Sigma Investments | ADDED | 27,119 | 138,791 | $57.8M |
| 2023-12-31 → 2024-03-31 | Millennium Management | TRIMMED | 353,974 | 85,004 | -$103.7M |
| 2023-12-31 → 2024-03-31 | Fisher Asset Management | ADDED | 69,445 | 71,213 | $6.8M |
| 2023-12-31 → 2024-03-31 | AQR Capital Management | ADDED | 80,777 | 177,038 | $54.3M |
| 2023-12-31 → 2024-03-31 | Maverick Capital | TRIMMED | 279,246 | 102,556 | -$64.2M |
| 2023-12-31 → 2024-03-31 | Adage Capital Partners | TRIMMED | 356,504 | 107,354 | -$93.6M |
| 2023-12-31 → 2024-03-31 | Norges Bank Investment Management | CLOSED | 506,037 | 0 | -$208.6M |
| 2023-12-31 → 2024-03-31 | Davidson Kempner Capital Management | CLOSED | 37,922 | 0 | -$15.6M |
| 2023-12-31 → 2024-03-31 | Neuberger Berman | TRIMMED | 4,883 | 3,449 | -$0.3M |
| 2023-12-31 → 2024-03-31 | Arrowstreet Capital | ADDED | 21,333 | 155,056 | $0.1M |
| 2023-12-31 → 2024-03-31 | Geode Capital Management | ADDED | 826,613 | 873,892 | $94.1M |
| 2023-12-31 → 2024-03-31 | Capital World Investors | TRIMMED | 317,585 | 317,584 | $26.9M |
| 2023-12-31 → 2024-03-31 | Charles Schwab Investment Management | ADDED | 218,019 | 223,123 | $21.0M |
| 2023-12-31 → 2024-03-31 | Victory Capital Management | TRIMMED | 20,668 | 20,282 | $1.6M |
| 2023-12-31 → 2024-03-31 | Chilton Investment Company | TRIMMED | 17,422 | 8,918 | -$2.8M |
| 2023-12-31 → 2024-03-31 | Moore Capital Management | TRIMMED | 9,964 | 1,312 | -$3.5M |
| 2023-12-31 → 2024-03-31 | Verition Fund Management | ADDED | 2,917 | 28,358 | $12.9M |
| 2023-12-31 → 2024-03-31 | Walleye Capital | ADDED | 48,900 | 57,749 | $8.5M |
| 2023-12-31 → 2024-03-31 | Squarepoint Ops | ADDED | 25,745 | 124,603 | $51.3M |
| 2023-12-31 → 2024-03-31 | Schonfeld Strategic Advisors | TRIMMED | 37,119 | 3,107 | -$13.8M |
| 2023-12-31 → 2024-03-31 | Qube Research & Technologies | ADDED | 14,092 | 52,189 | $20.1M |
| 2023-12-31 → 2024-03-31 | Capstone Investment Advisors | NEW | 0 | 630 | $0.3M |
| 2023-12-31 → 2024-03-31 | Graham Capital Management | NEW | 0 | 834 | $0.4M |
| 2023-12-31 → 2024-03-31 | Man Group | ADDED | 13,156 | 64,902 | $26.8M |
| 2023-12-31 → 2024-03-31 | Hudson Bay Capital Management | TRIMMED | 48,213 | 32,139 | -$3.9M |
| 2023-12-31 → 2024-03-31 | Candlestick Capital Management | TRIMMED | 216,053 | 136,722 | -$21.1M |
| 2023-09-30 → 2023-12-31 | Renaissance Technologies | TRIMMED | 481,825 | 441,869 | -$0.0M |
| 2023-09-30 → 2023-12-31 | Citadel Advisors | TRIMMED | 1,232,846 | 985,431 | -$60.8M |
| 2023-09-30 → 2023-12-31 | Bridgewater Associates | ADDED | 1,686 | 1,922 | $0.2M |
| 2023-09-30 → 2023-12-31 | Point72 Asset Management | ADDED | 35,198 | 175,616 | $59.1M |
| 2023-09-30 → 2023-12-31 | Coatue Management | NEW | 0 | 783,202 | $322.9M |
| 2023-09-30 → 2023-12-31 | D. E. Shaw & Co. | ADDED | 228,778 | 233,487 | $9.6M |
| 2023-09-30 → 2023-12-31 | Two Sigma Investments | ADDED | 6,850 | 27,119 | $8.6M |
| 2023-09-30 → 2023-12-31 | Millennium Management | TRIMMED | 410,477 | 353,974 | -$9.6M |
| 2023-09-30 → 2023-12-31 | Fisher Asset Management | TRIMMED | 72,303 | 69,445 | $1.2M |
| 2023-09-30 → 2023-12-31 | AQR Capital Management | ADDED | 32,340 | 80,777 | $21.0M |
| 2023-09-30 → 2023-12-31 | Maverick Capital | ADDED | 134,418 | 279,246 | $64.2M |
| 2023-09-30 → 2023-12-31 | Adage Capital Partners | ADDED | 354,586 | 356,504 | $12.6M |
| 2023-09-30 → 2023-12-31 | Norges Bank Investment Management | NEW | 0 | 506,037 | $208.6M |
| 2023-09-30 → 2023-12-31 | Davidson Kempner Capital Management | ADDED | 26,370 | 37,922 | $5.6M |
| 2023-09-30 → 2023-12-31 | Neuberger Berman | ADDED | 3,172 | 4,883 | $0.8M |
| 2023-09-30 → 2023-12-31 | Arrowstreet Capital | NEW | 0 | 21,333 | $0.0M |
| 2023-09-30 → 2023-12-31 | Geode Capital Management | ADDED | 813,211 | 826,613 | $32.6M |
| 2023-09-30 → 2023-12-31 | Capital World Investors | ADDED | 317,580 | 317,585 | $10.6M |
| 2023-09-30 → 2023-12-31 | Charles Schwab Investment Management | ADDED | 211,155 | 218,019 | $9.9M |
| 2023-09-30 → 2023-12-31 | Victory Capital Management | TRIMMED | 21,653 | 20,668 | $0.3M |
| 2023-09-30 → 2023-12-31 | Chilton Investment Company | ADDED | 11,894 | 17,422 | $2.7M |
| 2023-09-30 → 2023-12-31 | Moore Capital Management | NEW | 0 | 9,964 | $4.1M |
| 2023-09-30 → 2023-12-31 | Verition Fund Management | TRIMMED | 3,712 | 2,917 | -$0.2M |
| 2023-09-30 → 2023-12-31 | Walleye Capital | ADDED | 45,644 | 48,900 | $2.9M |
| 2023-09-30 → 2023-12-31 | Squarepoint Ops | TRIMMED | 50,153 | 25,745 | -$8.4M |
| 2023-09-30 → 2023-12-31 | Schonfeld Strategic Advisors | TRIMMED | 205,367 | 37,119 | -$62.5M |
| 2023-09-30 → 2023-12-31 | Qube Research & Technologies | ADDED | 4,298 | 14,092 | $4.2M |
| 2023-09-30 → 2023-12-31 | Man Group | ADDED | 12,167 | 13,156 | $0.8M |
| 2023-09-30 → 2023-12-31 | Hudson Bay Capital Management | NEW | 0 | 48,213 | $19.9M |
| 2023-09-30 → 2023-12-31 | Candlestick Capital Management | TRIMMED | 226,551 | 216,053 | $3.2M |