AI Holders Summary · Q4 2025

20 institutions reported PLYM in Q4 2025. D. E. Shaw & Co., Inc. leads at 32.7% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter

D. E. Shaw & Co., Inc.

CIK 0001009207

$42M1.9M0.02%Q4 2025 02

JENNISON ASSOCIATES LLC

CIK 0000053417

$34M1.5M0.02%Q4 2025 03

WATER ISLAND CAPITAL LLC

CIK 0001222765

$12M559K1.32%Q4 2025 04

VOLORIDGE INVESTMENT MANAGEMENT, LLC

CIK 0001556921

$11M507K0.04%Q4 2025 05

OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC)

CIK 0001132716

$8M351K0.23%Q4 2025 06

HEARTLAND ADVISORS INC

CIK 0000937394

$7M300K0.35%Q4 2025 07

AQR Arbitrage LLC

CIK 0001167456

$6M280K0.13%Q4 2025 08

Keeley-Teton Advisors, LLC

CIK 0001700530

$3M163K0.32%Q1 2025 09

MARSHALL WACE, LLP

CIK 0001318757

$2M78K0.00%Q4 2025 10

CAPE COD FIVE CENTS SAVINGS BANK

CIK 0001054646

$2M70K0.15%Q4 2025 11

CITADEL ADVISORS LLC

CIK 0001423053

$1M54K0.00%Q4 2025 12

Focus Partners Wealth

CIK 0001542153

$1M52K0.00%Q4 2025 13

PineBridge Investments, L.P.

CIK 0001531721

$517K23K0.00%Q3 2025 14

AlphaQuest LLC

CIK 0001883897

$373K17K0.02%Q4 2025 15

PNC FINANCIAL SERVICES GROUP, INC.

CIK 0000713676

$130K6K0.00%Q4 2025 16

CIBC Private Wealth Group LLC

CIK 0001298088

$59K3K0.00%Q4 2025 17

Global Retirement Partners, LLC

CIK 0001749744

$12K5480.00%Q4 2025 18

Lindbrook Capital, LLC

CIK 0001767045

$8K5200.00%Q1 2025 19

DV EQUITIES, LLC

CIK 0001841659

$7K2990.00%Q4 2025 20

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

CIK 0000752798

$00—Q2 2025