Barrett Business Svcs Inc (BBSI)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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Thrivent Financial for Lutherans

DECREASED

Shares1,707,499 from 1,708,111

Change-612 (0%)

Value$51.7M (-$9.0M)

Filed 2026-11-05

Dimensional Fund Advisors LP

DECREASED

Shares673,049 from 721,380

Change-48,331 (-7%)

Value$20.4M (-$5.3M)

Filed 2026-11-04

Riverbridge Partners LLC

INCREASED

Shares178,096 from 171,205

Change+6,891 (+4%)

Value$5.4M (-$692.0K)

Filed 2026-11-05

Bank of New York Mellon Corp

INCREASED

Shares170,860 from 169,336

Change+1,524 (+1%)

Value$5.2M (-$844.6K)

Filed 2026-11-05

North Star Investment Management Corp.

UNCHANGED

Shares123,350 from 123,350

Change0 (0%)

Value$3.7M (-$648.8K)

Filed 2026-10-27

Bridge City Capital, LLC

INCREASED

Shares97,841 from 82,731

Change+15,110 (+18%)

Value$3.0M (+$22.1K)

Filed 2026-10-29

Pullen Investment Management, LLC

INCREASED

Shares87,922 from 87,372

Change+550 (+1%)

Value$2.7M (-$442.9K)

Filed 2026-10-23

Chatham Capital Group, Inc.

INCREASED

Shares67,859 from 67,159

Change+700 (+1%)

Value$2.1M (-$332.1K)

Filed 2026-10-16

Polaris Capital Management, LLC

INCREASED

Shares58,100 from 54,100

Change+4,000 (+7%)

Value$1.8M (-$163.5K)

Filed 2026-10-21

Y-Intercept (Hong Kong) Ltd

INCREASED

Shares51,191 from 32,689

Change+18,502 (+57%)

Value$1.5M (+$387.9K)

Filed 2026-10-16

Equitable Trust Co

DECREASED

Shares47,791 from 61,636

Change-13,845 (-22%)

Value$1.4M (-$743.2K)

Filed 2026-10-13

Principal Financial Group Inc

INCREASED

Shares46,618 from 39,686

Change+6,932 (+17%)

Value$1.4M (+$1.0K)

Filed 2026-11-02

Creative Planning

DECREASED

Shares43,492 from 46,696

Change-3,204 (-7%)

Value$1.3M (-$342.6K)

Filed 2026-11-02

Barclays PLC

INCREASED

Shares40,710 from 9,127

Change+31,583 (+346%)

Value$1.2M (+$907.7K)

Filed 2026-11-06

Willner & Heller, LLC

DECREASED

Shares37,558 from 37,666

Change-108 (0%)

Value$1.1M (-$201.4K)

Filed 2026-10-28

State of New Jersey Common Pension Fund D

DECREASED

Shares35,296 from 52,693

Change-17,397 (-33%)

Value$1.1M (-$803.6K)

Filed 2026-11-05

Citigroup Inc

DECREASED

Shares28,587 from 38,579

Change-9,992 (-26%)

Value$865.0K (-$505.3K)

Filed 2026-11-04

Lakewood Asset Management LLC

INCREASED

Shares14,157 from 13,454

Change+703 (+5%)

Value$428.4K (-$49.5K)

Filed 2026-10-26

CWC Advisors, Llc.

INCREASED

Shares10,260 from 10,135

Change+125 (+1%)

Value$310.5K (-$49.5K)

Filed 2026-10-15

CenterBook Partners LP

NEW

Shares9,464

Change+9,464

Value$286.4K

Filed 2026-11-02

Cox Capital Mgt LLC

UNCHANGED

Shares8,040 from 8,040

Change0 (0%)

Value$243.3K (-$42.3K)

Filed 2026-10-07

Olympiad Research LP

INCREASED

Shares7,802 from 6,053

Change+1,749 (+29%)

Value$236.1K (+$21.1K)

Filed 2026-11-04

State of Wyoming

INCREASED

Shares7,490 from 4,425

Change+3,065 (+69%)

Value$226.6K (+$69.5K)

Filed 2026-10-28

Daytona Street Capital LLC

UNCHANGED

Shares7,000 from 7,000

Change0 (0%)

Value$217.2K (-$44.6K)

Filed 2026-10-15

Wealth Enhancement Advisory Services, LLC

DECREASED

Shares6,799 from 7,553

Change-754 (-10%)

Value$218.8K (-$63.9K)

Filed 2026-10-13

Quadrant Capital Group LLC

DECREASED

Shares6,796 from 8,001

Change-1,205 (-15%)

Value$216.8K (-$67.4K)

Filed 2026-10-20

Arizona State Retirement System

DECREASED

Shares6,749 from 6,780

Change-31 (0%)

Value$204.2K (-$36.6K)

Filed 2026-11-03

Strs Ohio

DECREASED

Shares6,500 from 12,700

Change-6,200 (-49%)

Value$196.7K (-$254.4K)

Filed 2026-10-30

Gamma Investing LLC

INCREASED

Shares5,094 from 2,206

Change+2,888 (+131%)

Value$154.1K (+$75.8K)

Filed 2026-10-08

Ashurst Perkins Coie Trust Co

UNCHANGED

Shares4,400 from 4,400

Change0 (0%)

Value$133.1K (-$23.2K)

Filed 2026-10-15

Nisa Investment Advisors, LLC

DECREASED

Shares3,138 from 3,218

Change-80 (-2%)

Value$95.0K (-$19.3K)

Filed 2026-10-20

PNC Financial Services Group, Inc.

DECREASED

Shares2,457 from 3,618

Change-1,161 (-32%)

Value$74.4K (-$54.2K)

Filed 2026-11-06

Fifth Third Bancorp

DECREASED

Shares2,451 from 3,953

Change-1,502 (-38%)

Value$74.2K (-$66.2K)

Filed 2026-11-05

Parkside Financial Bank & Trust

UNCHANGED

Shares2,000 from 2,000

Change0 (0%)

Value$60.5K (-$10.5K)

Filed 2026-10-27

Farther Finance Advisors, LLC

DECREASED

Shares1,039 from 1,088

Change-49 (-4%)

Value$31.4K (-$7.2K)

Filed 2026-10-08

State of Alaska, Department of Revenue

DECREASED

Shares914 from 1,504

Change-590 (-39%)

Value$27 (-$53.0K)

Filed 2026-10-15

Westside Investment Management, Inc.

UNCHANGED

Shares907 from 907

Change0 (0%)

Value$27.4K (-$4.8K)

Filed 2026-11-02

Sterling Capital Management LLC

INCREASED

Shares764 from 117

Change+647 (+553%)

Value$23.1K (+$19.0K)

Filed 2026-10-22

Prudent Man Investment Management, Inc.

INCREASED

Shares606 from 601

Change+5 (+1%)

Value$18.3K (-$3.4K)

Filed 2026-11-03

US Bancorp \de\

DECREASED

Shares570 from 4,839

Change-4,269 (-88%)

Value$17.2K (-$154.6K)

Filed 2026-11-05

Versant Capital Management, Inc

INCREASED

Shares568 from 277

Change+291 (+105%)

Value$17.2K (+$7.3K)

Filed 2026-10-02

Allworth Financial LP

UNCHANGED

Shares551 from 551

Change0 (0%)

Value$19.6K ($0)

Filed 2026-11-06

Nykredit A/S

UNCHANGED

Shares412 from 412

Change0 (0%)

Value$12.5K (-$2.2K)

Filed 2026-11-06

EverSource Wealth Advisors, LLC

DECREASED

Shares355 from 390

Change-35 (-9%)

Value$10.7K (-$3.1K)

Filed 2026-11-04

Harbor Capital Advisors, Inc.

UNCHANGED

Shares186 from 186

Change0 (0%)

Value$6 (-$1)

Filed 2026-10-22

Root Financial Partners, LLC

NEW

Shares180

Change+180

Value$5.4K

Filed 2026-10-21

Parallel Advisors, LLC

DECREASED

Shares176 from 193

Change-17 (-9%)

Value$5.3K (-$1.5K)

Filed 2026-11-03

Essential Partners LLC

DECREASED

Shares157 from 161

Change-4 (-2%)

Value$4.8K (-$968)

Filed 2026-10-14

Signaturefd, LLC

INCREASED

Shares124 from 100

Change+24 (+24%)

Value$3.8K (+$200)

Filed 2026-10-23

True Wealth Design, LLC

UNCHANGED

Shares122 from 122

Change0 (0%)

Value$3.7K (-$642)

Filed 2026-10-13

IFP Advisors, Inc

UNCHANGED

Shares88 from 88

Change0 (0%)

Value$2.7K (-$463)

Filed 2026-10-16

Strengthening Families & Communities, LLC

UNCHANGED

Shares64 from 64

Change0 (0%)

Value$1.9K (-$330)

Filed 2026-10-21

MassMutual Private Wealth & Trust, FSB

INCREASED

Shares62 from 53

Change+9 (+17%)

Value$1.9K (-$7)

Filed 2026-10-05

TD Private Client Wealth LLC

INCREASED

Shares56 from 12

Change+44 (+367%)

Value$1.7K (+$1.3K)

Filed 2026-10-28

Covestor Ltd

DECREASED

Shares17 from 379

Change-362 (-96%)

Value$1 (-$13)

Filed 2026-10-30

Bare Financial Services, Inc

UNCHANGED

Shares17 from 17

Change0 (0%)

Value$514 (-$90)

Filed 2026-11-04

SJS Investment Consulting Inc.

INCREASED

Shares15 from 14

Change+1 (+7%)

Value$454 (-$44)

Filed 2026-10-26

Provenance Wealth Advisors, LLC

NEW

Shares12

Change+12

Value$363

Filed 2026-10-30

Fortitude Family Office, LLC

UNCHANGED

Shares9 from 9

Change0 (0%)

Value$272 (-$48)

Filed 2026-10-14

Hughes Financial Services, LLC

DECREASED

Shares2 from 3

Change-1 (-33%)

Value$65 (-$42)

Filed 2026-10-30

Empirical Financial Services, LLC d.b.a. Empirical Wealth Management

CLOSED

Shares0 from 11,698

Change-11,698 (-100%)

Value$0 (-$415.5K)

Filed 2026-10-27

Abel Hall, LLC

CLOSED

Shares0 from 7,459

Change-7,459 (-100%)

Value$0 (-$264.9K)

Filed 2026-10-19

Evergreen Capital Management LLC

CLOSED

Shares0 from 6,164

Change-6,164 (-100%)

Value$0 (-$218.9K)

Filed 2026-10-23

Avion Wealth

CLOSED

Shares0 from 18

Change-18 (-100%)

Value$0 ($0)

Filed 2026-11-04

Caitong International Asset Management Co., Ltd

CLOSED

Shares0 from 16

Change-16 (-100%)

Value$0 (-$568)

Filed 2026-10-29

Clearstead Advisors, LLC

CLOSED

Shares0 from 10

Change-10 (-100%)

Value$0 (-$357)

Filed 2026-11-06

BlackRock, Inc.

N/A

Shares— from 2,049,358

Change-2,049,358 (-100%)

Value—

Royce & Associates LP

N/A

Shares— from 1,295,102

Change-1,295,102 (-100%)

Value—

Mawer Investment Management Ltd.

N/A

Shares— from 1,230,575

Change-1,230,575 (-100%)

Value—

Private Capital Management, LLC

N/A

Shares— from 1,209,138

Change-1,209,138 (-100%)

Value—

Vanguard Capital Management LLC

N/A

Shares— from 1,053,634

Change-1,053,634 (-100%)

Value—

Wellington Management Group LLP

N/A

Shares— from 855,059

Change-855,059 (-100%)

Value—

Trigran Investments, Inc.

N/A

Shares— from 778,356

Change-778,356 (-100%)

Value—

State Street Corp

N/A

Shares— from 675,414

Change-675,414 (-100%)

Value—

Geode Capital Management, LLC

N/A

Shares— from 634,133

Change-634,133 (-100%)

Value—

Renaissance Technologies LLC

N/A

Shares— from 531,441

Change-531,441 (-100%)

Value—

Jacobs Levy Equity Management, Inc

N/A

Shares— from 478,954

Change-478,954 (-100%)

Value—

Heartland Advisors Inc

N/A

Shares— from 450,000

Change-450,000 (-100%)

Value—

Point72 Asset Management, L.P.

N/A

Shares— from 376,508

Change-376,508 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 347,062

Change-347,062 (-100%)

Value—

Tieton Capital Management, LLC

N/A

Shares— from 319,390

Change-319,390 (-100%)

Value—

Charles Schwab Investment Management Inc

N/A

Shares— from 301,206

Change-301,206 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 284,463

Change-284,463 (-100%)

Value—

Kennedy Capital Management LLC

N/A

Shares— from 273,823

Change-273,823 (-100%)

Value—

FMR LLC

N/A

Shares— from 260,390

Change-260,390 (-100%)

Value—

Russell Investments Group, Ltd.

N/A

Shares— from 246,508

Change-246,508 (-100%)

Value—

Vanguard Portfolio Management LLC

N/A

Shares— from 225,437

Change-225,437 (-100%)

Value—

Polar Asset Management Partners Inc.

N/A

Shares— from 219,716

Change-219,716 (-100%)

Value—

Nuveen, LLC

N/A

Shares— from 202,867

Change-202,867 (-100%)

Value—

American Century Companies Inc

N/A

Shares— from 201,239

Change-201,239 (-100%)

Value—

Teacher Retirement System of Texas

N/A

Shares— from 197,151

Change-197,151 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 196,070

Change-196,070 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 183,214

Change-183,214 (-100%)

Value—

AQR Capital Management LLC

N/A

Shares— from 175,728

Change-175,728 (-100%)

Value—

Vanguard Fiduciary Trust Co

N/A

Shares— from 173,096

Change-173,096 (-100%)

Value—

CSM Advisors, LLC

N/A

Shares— from 164,070

Change-164,070 (-100%)

Value—

Panagora Asset Management Inc

N/A

Shares— from 134,089

Change-134,089 (-100%)

Value—

SEI Investments Co

N/A

Shares— from 97,132

Change-97,132 (-100%)

Value—

Alpine Peaks Capital, LP

N/A

Shares— from 84,352

Change-84,352 (-100%)

Value—

Quantinno Capital Management LP

N/A

Shares— from 78,481

Change-78,481 (-100%)

Value—

Ironwood Investment Management LLC

N/A

Shares— from 74,741

Change-74,741 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 70,480

Change-70,480 (-100%)

Value—

GSA Capital Partners LLP

N/A

Shares— from 67,587

Change-67,587 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 65,695

Change-65,695 (-100%)

Value—

Waverly Advisors, LLC

N/A

Shares— from 60,543

Change-60,543 (-100%)

Value—

Crown Advisors Management, Inc.

N/A

Shares— from 60,000

Change-60,000 (-100%)

Value—

Price T Rowe Associates Inc

N/A

Shares— from 52,078

Change-52,078 (-100%)

Value—

UBS Group AG

N/A

Shares— from 51,944

Change-51,944 (-100%)

Value—

Swiss National Bank

N/A

Shares— from 49,300

Change-49,300 (-100%)

Value—

Franklin Resources Inc

N/A

Shares— from 47,981

Change-47,981 (-100%)

Value—

Boston Partners

N/A

Shares— from 47,428

Change-47,428 (-100%)

Value—

UBS Asset Management Americas LLC

N/A

Shares— from 46,056

Change-46,056 (-100%)

Value—

Susquehanna Fundamental Investments, LLC

N/A

Shares— from 45,857

Change-45,857 (-100%)

Value—

RBF Capital, LLC

N/A

Shares— from 45,773

Change-45,773 (-100%)

Value—

Captrust Financial Advisors

N/A

Shares— from 42,852

Change-42,852 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 41,514

Change-41,514 (-100%)

Value—

Pacific Ridge Capital Partners, LLC

N/A

Shares— from 41,121

Change-41,121 (-100%)

Value—

ExodusPoint Capital Management, LP

N/A

Shares— from 40,260

Change-40,260 (-100%)

Value—

Norges Bank

N/A

Shares— from 39,300

Change-39,300 (-100%)

Value—

Voleon Capital Management LP

N/A

Shares— from 35,308

Change-35,308 (-100%)

Value—

Rhumbline Advisers

N/A

Shares— from 32,014

Change-32,014 (-100%)

Value—

New York State Common Retirement Fund

N/A

Shares— from 30,083

Change-30,083 (-100%)

Value—

Legal & General Group Plc

N/A

Shares— from 28,746

Change-28,746 (-100%)

Value—

Trexquant Investment LP

N/A

Shares— from 27,683

Change-27,683 (-100%)

Value—

Alliancebernstein L.P.

N/A

Shares— from 26,680

Change-26,680 (-100%)

Value—

California State Teachers Retirement System

N/A

Shares— from 25,614

Change-25,614 (-100%)

Value—

Two Sigma Investments, LP

N/A

Shares— from 25,601

Change-25,601 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 25,452

Change-25,452 (-100%)

Value—

Deutsche Bank Ag\

N/A

Shares— from 25,347

Change-25,347 (-100%)

Value—

Millennium Management LLC

N/A

Shares— from 25,077

Change-25,077 (-100%)

Value—

Connor, Clark & Lunn Investment Management Ltd.

N/A

Shares— from 24,984

Change-24,984 (-100%)

Value—

Varcov Co.

N/A

Shares— from 23,546

Change-23,546 (-100%)

Value—

Marshall Wace, LLP

N/A

Shares— from 23,079

Change-23,079 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 22,455

Change-22,455 (-100%)

Value—

Pathstone Holdings, LLC

N/A

Shares— from 21,377

Change-21,377 (-100%)

Value—

Victory Capital Management Inc

N/A

Shares— from 20,109

Change-20,109 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 20,057

Change-20,057 (-100%)

Value—

Campbell & Co Investment Adviser LLC

N/A

Shares— from 19,409

Change-19,409 (-100%)

Value—

Numerai GP LLC

N/A

Shares— from 18,826

Change-18,826 (-100%)

Value—

Boothbay Fund Management, LLC

N/A

Shares— from 18,619

Change-18,619 (-100%)

Value—

Jump Financial, LLC

N/A

Shares— from 18,111

Change-18,111 (-100%)

Value—

Brevan Howard Capital Management LP

N/A

Shares— from 17,961

Change-17,961 (-100%)

Value—

Cullen Capital Management, LLC

N/A

Shares— from 16,844

Change-16,844 (-100%)

Value—

Vanguard Asset Management, Ltd

N/A

Shares— from 16,354

Change-16,354 (-100%)

Value—

MetLife Investment Management, LLC

N/A

Shares— from 14,222

Change-14,222 (-100%)

Value—

LPL Financial LLC

N/A

Shares— from 13,874

Change-13,874 (-100%)

Value—

First Trust Advisors LP

N/A

Shares— from 13,223

Change-13,223 (-100%)

Value—

Jupiter Topco LLC

N/A

Shares— from 12,776

Change-12,776 (-100%)

Value—

MAI Capital Management

N/A

Shares— from 12,179

Change-12,179 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 11,457

Change-11,457 (-100%)

Value—

Legato Capital Management LLC

N/A

Shares— from 11,394

Change-11,394 (-100%)

Value—

Mirae Asset Global Etfs Holdings Ltd.

N/A

Shares— from 11,049

Change-11,049 (-100%)

Value—

Martingale Asset Management L P

N/A

Shares— from 10,300

Change-10,300 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 10,138

Change-10,138 (-100%)

Value—

IEQ Capital, LLC

N/A

Shares— from 9,701

Change-9,701 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 9,486

Change-9,486 (-100%)

Value—

Diversified Trust Co

N/A

Shares— from 9,424

Change-9,424 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 9,201

Change-9,201 (-100%)

Value—

EagleClaw Capital Managment, LLC

N/A

Shares— from 9,000

Change-9,000 (-100%)

Value—

Vanguard Global Advisers, LLC

N/A

Shares— from 8,975

Change-8,975 (-100%)

Value—

Squarepoint Ops LLC

N/A

Shares— from 8,153

Change-8,153 (-100%)

Value—

Balyasny Asset Management L.P.

N/A

Shares— from 8,060

Change-8,060 (-100%)

Value—

Zurcher Kantonalbank (Zurich Cantonalbank)

N/A

Shares— from 7,974

Change-7,974 (-100%)

Value—

Vident Advisory, LLC

N/A

Shares— from 7,896

Change-7,896 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 7,425

Change-7,425 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 7,165

Change-7,165 (-100%)

Value—

Bard Associates Inc

N/A

Shares— from 7,076

Change-7,076 (-100%)

Value—

Concentrum Wealth Management

N/A

Shares— from 6,900

Change-6,900 (-100%)

Value—

Police & Firemen's Retirement System of New Jersey

N/A

Shares— from 6,898

Change-6,898 (-100%)

Value—

Centiva Capital, LP

N/A

Shares— from 6,668

Change-6,668 (-100%)

Value—

Manufacturers Life Insurance Company, the

N/A

Shares— from 6,292

Change-6,292 (-100%)

Value—

Prelude Capital Management, LLC

N/A

Shares— from 6,166

Change-6,166 (-100%)

Value—

D. E. Shaw & Co., Inc.

N/A

Shares— from 5,844

Change-5,844 (-100%)

Value—

Continental Investors Services, Inc.

N/A

Shares— from 5,724

Change-5,724 (-100%)

Value—

Vanguard Investments Australia, Ltd.

N/A

Shares— from 5,584

Change-5,584 (-100%)

Value—

KLP Kapitalforvaltning AS

N/A

Shares— from 5,500

Change-5,500 (-100%)

Value—

Canada Life Assurance Co

N/A

Shares— from 4,076

Change-4,076 (-100%)

Value—

SG Americas Securities, LLC

N/A

Shares— from 3,939

Change-3,939 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 3,527

Change-3,527 (-100%)

Value—

Tripletail Wealth Management, LLC

N/A

Shares— from 2,885

Change-2,885 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 2,475

Change-2,475 (-100%)

Value—

PlanVest Financial, Inc

N/A

Shares— from 2,175

Change-2,175 (-100%)

Value—

Ameritas Investment Partners, Inc.

N/A

Shares— from 2,081

Change-2,081 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 1,539

Change-1,539 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 1,263

Change-1,263 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 674

Change-674 (-100%)

Value—

Public Employees Retirement System of Ohio

N/A

Shares— from 543

Change-543 (-100%)

Value—

Truvestments Capital LLC

N/A

Shares— from 500

Change-500 (-100%)

Value—

WealthCollab, LLC

N/A

Shares— from 428

Change-428 (-100%)

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Rothschild Investment LLC

N/A

Shares— from 200

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Smartleaf Asset Management LLC

N/A

Shares— from 194

Change-194 (-100%)

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Meeder Asset Management Inc

N/A

Shares— from 178

Change-178 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 105

Change-105 (-100%)

Value—

LOS Angeles Capital Management LLC

N/A

Shares— from 96

Change-96 (-100%)

Value—

Kilter Group LLC

N/A

Shares— from 45

Change-45 (-100%)

Value—

Bessemer Group Inc

N/A

Shares— from 32

Change-32 (-100%)

Value—

Investors Portfolio Services LLC

N/A

Shares— from 16

Change-16 (-100%)

Value—

Transamerica Financial Advisors, LLC

N/A

Shares— from 13

Change-13 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 10

Change-10 (-100%)

Value—

	Status
Thrivent Financial for Lutherans	DECREASED	1,707,499	1,708,111	-612	0%	$60.7M	$51.7M	-$9.0M	2026-11-05
Dimensional Fund Advisors LP	DECREASED	673,049	721,380	-48,331	-7%	$25.6M	$20.4M	-$5.3M	2026-11-04
Riverbridge Partners LLC	INCREASED	178,096	171,205	+6,891	+4%	$6.1M	$5.4M	-$692.0K	2026-11-05
Bank of New York Mellon Corp	INCREASED	170,860	169,336	+1,524	+1%	$6.0M	$5.2M	-$844.6K	2026-11-05
North Star Investment Management Corp.	UNCHANGED	123,350	123,350	0	0%	$4.4M	$3.7M	-$648.8K	2026-10-27
Bridge City Capital, LLC	INCREASED	97,841	82,731	+15,110	+18%	$2.9M	$3.0M	+$22.1K	2026-10-29
Pullen Investment Management, LLC	INCREASED	87,922	87,372	+550	+1%	$3.1M	$2.7M	-$442.9K	2026-10-23
Chatham Capital Group, Inc.	INCREASED	67,859	67,159	+700	+1%	$2.4M	$2.1M	-$332.1K	2026-10-16
Polaris Capital Management, LLC	INCREASED	58,100	54,100	+4,000	+7%	$1.9M	$1.8M	-$163.5K	2026-10-21
Y-Intercept (Hong Kong) Ltd	INCREASED	51,191	32,689	+18,502	+57%	$1.2M	$1.5M	+$387.9K	2026-10-16
Equitable Trust Co	DECREASED	47,791	61,636	-13,845	-22%	$2.2M	$1.4M	-$743.2K	2026-10-13
Principal Financial Group Inc	INCREASED	46,618	39,686	+6,932	+17%	$1.4M	$1.4M	+$1.0K	2026-11-02
Creative Planning	DECREASED	43,492	46,696	-3,204	-7%	$1.7M	$1.3M	-$342.6K	2026-11-02
Barclays PLC	INCREASED	40,710	9,127	+31,583	+346%	$324.2K	$1.2M	+$907.7K	2026-11-06
Willner & Heller, LLC	DECREASED	37,558	37,666	-108	0%	$1.3M	$1.1M	-$201.4K	2026-10-28
State of New Jersey Common Pension Fund D	DECREASED	35,296	52,693	-17,397	-33%	$1.9M	$1.1M	-$803.6K	2026-11-05
Citigroup Inc	DECREASED	28,587	38,579	-9,992	-26%	$1.4M	$865.0K	-$505.3K	2026-11-04
Lakewood Asset Management LLC	INCREASED	14,157	13,454	+703	+5%	$477.9K	$428.4K	-$49.5K	2026-10-26
CWC Advisors, Llc.	INCREASED	10,260	10,135	+125	+1%	$360.0K	$310.5K	-$49.5K	2026-10-15
CenterBook Partners LP	NEW	9,464	—	+9,464	—	—	$286.4K	—	2026-11-02
Cox Capital Mgt LLC	UNCHANGED	8,040	8,040	0	0%	$285.6K	$243.3K	-$42.3K	2026-10-07
Olympiad Research LP	INCREASED	7,802	6,053	+1,749	+29%	$215.0K	$236.1K	+$21.1K	2026-11-04
State of Wyoming	INCREASED	7,490	4,425	+3,065	+69%	$157.2K	$226.6K	+$69.5K	2026-10-28
Daytona Street Capital LLC	UNCHANGED	7,000	7,000	0	0%	$261.8K	$217.2K	-$44.6K	2026-10-15
Wealth Enhancement Advisory Services, LLC	DECREASED	6,799	7,553	-754	-10%	$282.7K	$218.8K	-$63.9K	2026-10-13
Quadrant Capital Group LLC	DECREASED	6,796	8,001	-1,205	-15%	$284.2K	$216.8K	-$67.4K	2026-10-20
Arizona State Retirement System	DECREASED	6,749	6,780	-31	0%	$240.8K	$204.2K	-$36.6K	2026-11-03
Strs Ohio	DECREASED	6,500	12,700	-6,200	-49%	$451.1K	$196.7K	-$254.4K	2026-10-30
Gamma Investing LLC	INCREASED	5,094	2,206	+2,888	+131%	$78.4K	$154.1K	+$75.8K	2026-10-08
Ashurst Perkins Coie Trust Co	UNCHANGED	4,400	4,400	0	0%	$156.3K	$133.1K	-$23.2K	2026-10-15
Nisa Investment Advisors, LLC	DECREASED	3,138	3,218	-80	-2%	$114.3K	$95.0K	-$19.3K	2026-10-20
PNC Financial Services Group, Inc.	DECREASED	2,457	3,618	-1,161	-32%	$128.5K	$74.4K	-$54.2K	2026-11-06
Fifth Third Bancorp	DECREASED	2,451	3,953	-1,502	-38%	$140.4K	$74.2K	-$66.2K	2026-11-05
Parkside Financial Bank & Trust	UNCHANGED	2,000	2,000	0	0%	$71.0K	$60.5K	-$10.5K	2026-10-27
Farther Finance Advisors, LLC	DECREASED	1,039	1,088	-49	-4%	$38.6K	$31.4K	-$7.2K	2026-10-08
State of Alaska, Department of Revenue	DECREASED	914	1,504	-590	-39%	$53.0K	$27	-$53.0K	2026-10-15
Westside Investment Management, Inc.	UNCHANGED	907	907	0	0%	$32.2K	$27.4K	-$4.8K	2026-11-02
Sterling Capital Management LLC	INCREASED	764	117	+647	+553%	$4.2K	$23.1K	+$19.0K	2026-10-22
Prudent Man Investment Management, Inc.	INCREASED	606	601	+5	+1%	$21.8K	$18.3K	-$3.4K	2026-11-03
US Bancorp \de\	DECREASED	570	4,839	-4,269	-88%	$171.9K	$17.2K	-$154.6K	2026-11-05
Versant Capital Management, Inc	INCREASED	568	277	+291	+105%	$9.8K	$17.2K	+$7.3K	2026-10-02
Allworth Financial LP	UNCHANGED	551	551	0	0%	$19.6K	$19.6K	$0	2026-11-06
Nykredit A/S	UNCHANGED	412	412	0	0%	$14.6K	$12.5K	-$2.2K	2026-11-06
EverSource Wealth Advisors, LLC	DECREASED	355	390	-35	-9%	$13.9K	$10.7K	-$3.1K	2026-11-04
Harbor Capital Advisors, Inc.	UNCHANGED	186	186	0	0%	$7	$6	-$1	2026-10-22
Root Financial Partners, LLC	NEW	180	—	+180	—	—	$5.4K	—	2026-10-21
Parallel Advisors, LLC	DECREASED	176	193	-17	-9%	$6.9K	$5.3K	-$1.5K	2026-11-03
Essential Partners LLC	DECREASED	157	161	-4	-2%	$5.7K	$4.8K	-$968	2026-10-14
Signaturefd, LLC	INCREASED	124	100	+24	+24%	$3.6K	$3.8K	+$200	2026-10-23
True Wealth Design, LLC	UNCHANGED	122	122	0	0%	$4.3K	$3.7K	-$642	2026-10-13
IFP Advisors, Inc	UNCHANGED	88	88	0	0%	$3.1K	$2.7K	-$463	2026-10-16
Strengthening Families & Communities, LLC	UNCHANGED	64	64	0	0%	$2.3K	$1.9K	-$330	2026-10-21
MassMutual Private Wealth & Trust, FSB	INCREASED	62	53	+9	+17%	$1.9K	$1.9K	-$7	2026-10-05
TD Private Client Wealth LLC	INCREASED	56	12	+44	+367%	$426	$1.7K	+$1.3K	2026-10-28
Covestor Ltd	DECREASED	17	379	-362	-96%	$14	$1	-$13	2026-10-30
Bare Financial Services, Inc	UNCHANGED	17	17	0	0%	$604	$514	-$90	2026-11-04
SJS Investment Consulting Inc.	INCREASED	15	14	+1	+7%	$498	$454	-$44	2026-10-26
Provenance Wealth Advisors, LLC	NEW	12	—	+12	—	—	$363	—	2026-10-30
Fortitude Family Office, LLC	UNCHANGED	9	9	0	0%	$320	$272	-$48	2026-10-14
Hughes Financial Services, LLC	DECREASED	2	3	-1	-33%	$107	$65	-$42	2026-10-30
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	CLOSED	0	11,698	-11,698	-100%	$415.5K	$0	-$415.5K	2026-10-27
Abel Hall, LLC	CLOSED	0	7,459	-7,459	-100%	$264.9K	$0	-$264.9K	2026-10-19
Evergreen Capital Management LLC	CLOSED	0	6,164	-6,164	-100%	$218.9K	$0	-$218.9K	2026-10-23
Avion Wealth	CLOSED	0	18	-18	-100%	$0	$0	$0	2026-11-04
Caitong International Asset Management Co., Ltd	CLOSED	0	16	-16	-100%	$568	$0	-$568	2026-10-29
Clearstead Advisors, LLC	CLOSED	0	10	-10	-100%	$357	$0	-$357	2026-11-06
BlackRock, Inc.	N/A	—	2,049,358	-2,049,358	-100%	$72.8M	—	—	—
Royce & Associates LP	N/A	—	1,295,102	-1,295,102	-100%	$46.0M	—	—	—
Mawer Investment Management Ltd.	N/A	—	1,230,575	-1,230,575	-100%	$43.7M	—	—	—
Private Capital Management, LLC	N/A	—	1,209,138	-1,209,138	-100%	$42.9M	—	—	—
Vanguard Capital Management LLC	N/A	—	1,053,634	-1,053,634	-100%	$37.4M	—	—	—
Wellington Management Group LLP	N/A	—	855,059	-855,059	-100%	$30.4M	—	—	—
Trigran Investments, Inc.	N/A	—	778,356	-778,356	-100%	$27.6M	—	—	—
State Street Corp	N/A	—	675,414	-675,414	-100%	$24.0M	—	—	—
Geode Capital Management, LLC	N/A	—	634,133	-634,133	-100%	$22.5M	—	—	—
Renaissance Technologies LLC	N/A	—	531,441	-531,441	-100%	$18.9M	—	—	—
Jacobs Levy Equity Management, Inc	N/A	—	478,954	-478,954	-100%	$17.0M	—	—	—
Heartland Advisors Inc	N/A	—	450,000	-450,000	-100%	$16.0M	—	—	—
Point72 Asset Management, L.P.	N/A	—	376,508	-376,508	-100%	$13.4M	—	—	—
Goldman Sachs Group Inc	N/A	—	347,062	-347,062	-100%	$12.3M	—	—	—
Tieton Capital Management, LLC	N/A	—	319,390	-319,390	-100%	$11.3M	—	—	—
Charles Schwab Investment Management Inc	N/A	—	301,206	-301,206	-100%	$10.7M	—	—	—
Northern Trust Corp	N/A	—	284,463	-284,463	-100%	$10.1M	—	—	—
Kennedy Capital Management LLC	N/A	—	273,823	-273,823	-100%	$9.7M	—	—	—
FMR LLC	N/A	—	260,390	-260,390	-100%	$9.2M	—	—	—
Russell Investments Group, Ltd.	N/A	—	246,508	-246,508	-100%	$8.8M	—	—	—
Vanguard Portfolio Management LLC	N/A	—	225,437	-225,437	-100%	$8.0M	—	—	—
Polar Asset Management Partners Inc.	N/A	—	219,716	-219,716	-100%	$7.8M	—	—	—
Nuveen, LLC	N/A	—	202,867	-202,867	-100%	$7.2M	—	—	—
American Century Companies Inc	N/A	—	201,239	-201,239	-100%	$7.1M	—	—	—
Teacher Retirement System of Texas	N/A	—	197,151	-197,151	-100%	$7.0M	—	—	—
Morgan Stanley	N/A	—	196,070	-196,070	-100%	$7.0M	—	—	—
Citadel Advisors LLC	N/A	—	183,214	-183,214	-100%	$6.5M	—	—	—
AQR Capital Management LLC	N/A	—	175,728	-175,728	-100%	$6.2M	—	—	—
Vanguard Fiduciary Trust Co	N/A	—	173,096	-173,096	-100%	$6.1M	—	—	—
CSM Advisors, LLC	N/A	—	164,070	-164,070	-100%	$5.8M	—	—	—
Panagora Asset Management Inc	N/A	—	134,089	-134,089	-100%	$4.8M	—	—	—
SEI Investments Co	N/A	—	97,132	-97,132	-100%	$3.5M	—	—	—
Alpine Peaks Capital, LP	N/A	—	84,352	-84,352	-100%	$3.0M	—	—	—
Quantinno Capital Management LP	N/A	—	78,481	-78,481	-100%	$2.8M	—	—	—
Ironwood Investment Management LLC	N/A	—	74,741	-74,741	-100%	$2.7M	—	—	—
XTX Topco Ltd	N/A	—	70,480	-70,480	-100%	$2.5M	—	—	—
GSA Capital Partners LLP	N/A	—	67,587	-67,587	-100%	$2.4M	—	—	—
Bank of America Corp	N/A	—	65,695	-65,695	-100%	$2.3M	—	—	—
Waverly Advisors, LLC	N/A	—	60,543	-60,543	-100%	$2.2M	—	—	—
Crown Advisors Management, Inc.	N/A	—	60,000	-60,000	-100%	$2.1M	—	—	—
Price T Rowe Associates Inc	N/A	—	52,078	-52,078	-100%	$1.9M	—	—	—
UBS Group AG	N/A	—	51,944	-51,944	-100%	$1.8M	—	—	—
Swiss National Bank	N/A	—	49,300	-49,300	-100%	$1.8M	—	—	—
Franklin Resources Inc	N/A	—	47,981	-47,981	-100%	$1.7M	—	—	—
Boston Partners	N/A	—	47,428	-47,428	-100%	$1.7M	—	—	—
UBS Asset Management Americas LLC	N/A	—	46,056	-46,056	-100%	$1.6M	—	—	—
Susquehanna Fundamental Investments, LLC	N/A	—	45,857	-45,857	-100%	$1.6M	—	—	—
RBF Capital, LLC	N/A	—	45,773	-45,773	-100%	$1.6M	—	—	—
Captrust Financial Advisors	N/A	—	42,852	-42,852	-100%	$1.5M	—	—	—
Invesco Ltd.	N/A	—	41,514	-41,514	-100%	$1.5M	—	—	—
Pacific Ridge Capital Partners, LLC	N/A	—	41,121	-41,121	-100%	$1.5M	—	—	—
ExodusPoint Capital Management, LP	N/A	—	40,260	-40,260	-100%	$1.4M	—	—	—
Norges Bank	N/A	—	39,300	-39,300	-100%	$1.4M	—	—	—
Voleon Capital Management LP	N/A	—	35,308	-35,308	-100%	$1.3M	—	—	—
Rhumbline Advisers	N/A	—	32,014	-32,014	-100%	$1.1M	—	—	—
New York State Common Retirement Fund	N/A	—	30,083	-30,083	-100%	$1.1M	—	—	—
Legal & General Group Plc	N/A	—	28,746	-28,746	-100%	$1.0M	—	—	—
Trexquant Investment LP	N/A	—	27,683	-27,683	-100%	$983.3K	—	—	—
Alliancebernstein L.P.	N/A	—	26,680	-26,680	-100%	$778.5K	—	—	—
California State Teachers Retirement System	N/A	—	25,614	-25,614	-100%	$909.8K	—	—	—
Two Sigma Investments, LP	N/A	—	25,601	-25,601	-100%	$909.3K	—	—	—
Wells Fargo & Company	N/A	—	25,452	-25,452	-100%	$904.0K	—	—	—
Deutsche Bank Ag\	N/A	—	25,347	-25,347	-100%	$900.3K	—	—	—
Millennium Management LLC	N/A	—	25,077	-25,077	-100%	$890.7K	—	—	—
Connor, Clark & Lunn Investment Management Ltd.	N/A	—	24,984	-24,984	-100%	$887.4K	—	—	—
Varcov Co.	N/A	—	23,546	-23,546	-100%	$836.4K	—	—	—
Marshall Wace, LLP	N/A	—	23,079	-23,079	-100%	$819.8K	—	—	—
Raymond James Financial Inc	N/A	—	22,455	-22,455	-100%	$797.6K	—	—	—
Pathstone Holdings, LLC	N/A	—	21,377	-21,377	-100%	$759.3K	—	—	—
Victory Capital Management Inc	N/A	—	20,109	-20,109	-100%	$714.3K	—	—	—
BNP Paribas Financial Markets	N/A	—	20,057	-20,057	-100%	$712.4K	—	—	—
Campbell & Co Investment Adviser LLC	N/A	—	19,409	-19,409	-100%	$689.4K	—	—	—
Numerai GP LLC	N/A	—	18,826	-18,826	-100%	$668.7K	—	—	—
Boothbay Fund Management, LLC	N/A	—	18,619	-18,619	-100%	$661.3K	—	—	—
Jump Financial, LLC	N/A	—	18,111	-18,111	-100%	$643.3K	—	—	—
Brevan Howard Capital Management LP	N/A	—	17,961	-17,961	-100%	$638.0K	—	—	—
Cullen Capital Management, LLC	N/A	—	16,844	-16,844	-100%	$598.3K	—	—	—
Vanguard Asset Management, Ltd	N/A	—	16,354	-16,354	-100%	$580.9K	—	—	—
MetLife Investment Management, LLC	N/A	—	14,222	-14,222	-100%	$505.2K	—	—	—
LPL Financial LLC	N/A	—	13,874	-13,874	-100%	$492.8K	—	—	—
First Trust Advisors LP	N/A	—	13,223	-13,223	-100%	$469.7K	—	—	—
Jupiter Topco LLC	N/A	—	12,776	-12,776	-100%	$453.5K	—	—	—
MAI Capital Management	N/A	—	12,179	-12,179	-100%	$432.6K	—	—	—
JPMorgan Chase & Co	N/A	—	11,457	-11,457	-100%	$412.5K	—	—	—
Legato Capital Management LLC	N/A	—	11,394	-11,394	-100%	$404.7K	—	—	—
Mirae Asset Global Etfs Holdings Ltd.	N/A	—	11,049	-11,049	-100%	$392.5K	—	—	—
Martingale Asset Management L P	N/A	—	10,300	-10,300	-100%	$365.9K	—	—	—
Mariner, LLC	N/A	—	10,138	-10,138	-100%	$360.2K	—	—	—
IEQ Capital, LLC	N/A	—	9,701	-9,701	-100%	$344.6K	—	—	—
Mercer Global Advisors Inc	N/A	—	9,486	-9,486	-100%	$336.9K	—	—	—
Diversified Trust Co	N/A	—	9,424	-9,424	-100%	$334.7K	—	—	—
Envestnet Asset Management Inc	N/A	—	9,201	-9,201	-100%	$326.8K	—	—	—
EagleClaw Capital Managment, LLC	N/A	—	9,000	-9,000	-100%	$319.7K	—	—	—
Vanguard Global Advisers, LLC	N/A	—	8,975	-8,975	-100%	$318.8K	—	—	—
Squarepoint Ops LLC	N/A	—	8,153	-8,153	-100%	$289.6K	—	—	—
Balyasny Asset Management L.P.	N/A	—	8,060	-8,060	-100%	$286.3K	—	—	—
Zurcher Kantonalbank (Zurich Cantonalbank)	N/A	—	7,974	-7,974	-100%	$283.2K	—	—	—
Vident Advisory, LLC	N/A	—	7,896	-7,896	-100%	$280.5K	—	—	—
Royal Bank of Canada	N/A	—	7,425	-7,425	-100%	$263.0K	—	—	—
Susquehanna International Group, LLP	N/A	—	7,165	-7,165	-100%	$254.5K	—	—	—
Bard Associates Inc	N/A	—	7,076	-7,076	-100%	$251.3K	—	—	—
Concentrum Wealth Management	N/A	—	6,900	-6,900	-100%	$245.1K	—	—	—
Police & Firemen's Retirement System of New Jersey	N/A	—	6,898	-6,898	-100%	$245.0K	—	—	—
Centiva Capital, LP	N/A	—	6,668	-6,668	-100%	$236.8K	—	—	—
Manufacturers Life Insurance Company, the	N/A	—	6,292	-6,292	-100%	$223.5K	—	—	—
Prelude Capital Management, LLC	N/A	—	6,166	-6,166	-100%	$219.0K	—	—	—
D. E. Shaw & Co., Inc.	N/A	—	5,844	-5,844	-100%	$207.6K	—	—	—
Continental Investors Services, Inc.	N/A	—	5,724	-5,724	-100%	$229.6K	—	—	—
Vanguard Investments Australia, Ltd.	N/A	—	5,584	-5,584	-100%	$198.3K	—	—	—
KLP Kapitalforvaltning AS	N/A	—	5,500	-5,500	-100%	$195.4K	—	—	—
Canada Life Assurance Co	N/A	—	4,076	-4,076	-100%	$144.0K	—	—	—
SG Americas Securities, LLC	N/A	—	3,939	-3,939	-100%	$140.0K	—	—	—
Arax Advisory Partners	N/A	—	3,527	-3,527	-100%	$125.3K	—	—	—
Tripletail Wealth Management, LLC	N/A	—	2,885	-2,885	-100%	$109.4K	—	—	—
Osaic Holdings, Inc.	N/A	—	2,475	-2,475	-100%	$88.0K	—	—	—
PlanVest Financial, Inc	N/A	—	2,175	-2,175	-100%	$77.3K	—	—	—
Ameritas Investment Partners, Inc.	N/A	—	2,081	-2,081	-100%	$73.9K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	1,539	-1,539	-100%	$54.7K	—	—	—
Jones Financial Companies Lllp	N/A	—	1,263	-1,263	-100%	$45.5K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	674	-674	-100%	$23.9K	—	—	—
Public Employees Retirement System of Ohio	N/A	—	543	-543	-100%	$19.3K	—	—	—
Truvestments Capital LLC	N/A	—	500	-500	-100%	$17.8K	—	—	—
WealthCollab, LLC	N/A	—	428	-428	-100%	$15.2K	—	—	—
Rothschild Investment LLC	N/A	—	200	-200	-100%	$7.1K	—	—	—
Smartleaf Asset Management LLC	N/A	—	194	-194	-100%	$7.0K	—	—	—
Meeder Asset Management Inc	N/A	—	178	-178	-100%	$6.3K	—	—	—
NewEdge Advisors, LLC	N/A	—	105	-105	-100%	$3.7K	—	—	—
LOS Angeles Capital Management LLC	N/A	—	96	-96	-100%	$3.4K	—	—	—
Kilter Group LLC	N/A	—	45	-45	-100%	$1.6K	—	—	—
Bessemer Group Inc	N/A	—	32	-32	-100%	$1	—	—	—
Investors Portfolio Services LLC	N/A	—	16	-16	-100%	$568	—	—	—
Transamerica Financial Advisors, LLC	N/A	—	13	-13	-100%	$461	—	—	—
Harbour Investments, Inc.	N/A	—	10	-10	-100%	$355	—	—	—

Showing 199 of 199 institutions