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Business First Bancshares (BFST)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Dimensional Fund Advisors LP
INCREASED
Shares1,437,533 from 1,311,018
Change+126,515 (+10%)
Value$43.3M (+$3.0M)
Filed 2026-11-04
Geode Capital Management, LLC
DECREASED
Shares841,765 from 863,416
Change-21,651 (-3%)
Value$25.3M (-$1.2M)
Filed 2026-11-06
Bank of New York Mellon Corp
DECREASED
Shares437,745 from 450,790
Change-13,045 (-3%)
Value$13.2M (-$681.0K)
Filed 2026-11-05
Ranger Investment Management, L.P.
DECREASED
Shares284,378 from 284,500
Change-122 (0%)
Value$8.6M (-$185.8K)
Filed 2026-11-06
Russell Investments Group, Ltd.
DECREASED
Shares209,943 from 246,486
Change-36,543 (-15%)
Value$6.3M (-$1.3M)
Filed 2026-11-06
Creative Planning
INCREASED
Shares100,086 from 86,946
Change+13,140 (+15%)
Value$3.0M (+$339.7K)
Filed 2026-11-02
Polaris Capital Management, LLC
UNCHANGED
Shares98,200 from 98,200
Change0 (0%)
Value$3.0M (-$62.8K)
Filed 2026-10-21
Principal Financial Group Inc
INCREASED
Shares78,156 from 31,391
Change+46,765 (+149%)
Value$2.4M (+$1.4M)
Filed 2026-11-02
Summit Financial Wealth Advisors, LLC
INCREASED
Shares59,487 from 59,472
Change+15 (+0%)
Value$1.8M (-$37.6K)
Filed 2026-10-15
Smith Shellnut Wilson LLC
DECREASED
Shares53,611 from 61,136
Change-7,525 (-12%)
Value$1.6M (-$265.6K)
Filed 2026-10-21
Kestra Advisory Services, LLC
INCREASED
Shares47,880 from 47,652
Change+228 (+0%)
Value$1.4M (-$23.6K)
Filed 2026-11-02
Montz Harcus Wealth Management LLC
INCREASED
Shares40,939 from 40,743
Change+196 (+0%)
Value$1.2M (-$20.2K)
Filed 2026-10-09
Womack Financial LLC
DECREASED
Shares40,006 from 43,858
Change-3,852 (-9%)
Value$1.2M (-$144.0K)
Filed 2026-10-14
State of New Jersey Common Pension Fund D
NEW
Shares37,569
Change+37,569
Value$1.1M
Filed 2026-11-05
Meriwether Wealth & Planning, LLC
UNCHANGED
Shares37,186 from 37,186
Change0 (0%)
Value$1.1M (-$23.8K)
Filed 2026-10-13
Strs Ohio
INCREASED
Shares35,000 from 27,000
Change+8,000 (+30%)
Value$1.1M (+$223.4K)
Filed 2026-10-30
LPL Financial LLC
UNCHANGED
Shares32,783 from 32,783
Change0 (0%)
Value$986.4K (-$21.0K)
Filed 2026-11-06
SummerHaven Investment Management, LLC
NEW
Shares30,312
Change+30,312
Value$912.1K
Filed 2026-10-19
Deutsche Bank Ag\
DECREASED
Shares29,285 from 32,100
Change-2,815 (-9%)
Value$881.2K (-$105.2K)
Filed 2026-11-06
Robertson Stephens Wealth Management, LLC
UNCHANGED
Shares25,486 from 25,486
Change0 (0%)
Value$766.9K (-$16.3K)
Filed 2026-10-16
Penn Capital Management Company, LLC
INCREASED
Shares24,996 from 22,374
Change+2,622 (+12%)
Value$752.1K (+$64.6K)
Filed 2026-11-04
Citigroup Inc
DECREASED
Shares23,286 from 31,606
Change-8,320 (-26%)
Value$700.7K (-$270.6K)
Filed 2026-11-04
Kings Path Partners LLC
UNCHANGED
Shares19,770 from 19,770
Change0 (0%)
Value$594.9K (-$12.7K)
Filed 2026-10-21
Hartmann Taylor Wealth Management, LLC
UNCHANGED
Shares18,506 from 18,506
Change0 (0%)
Value$556.8K (+$56.4K)
Filed 2026-10-14
Barclays PLC
INCREASED
Shares17,903 from 15,163
Change+2,740 (+18%)
Value$538.7K (+$72.7K)
Filed 2026-11-06
LSV Asset Management
DECREASED
Shares16,770 from 19,270
Change-2,500 (-13%)
Value$505.0K (-$87.0K)
Filed 2026-11-06
E&G Advisors, LLC
UNCHANGED
Shares16,100 from 16,100
Change0 (0%)
Value$484.4K (-$10.3K)
Filed 2026-10-13
Moors & Cabot, Inc.
NEW
Shares15,956
Change+15,956
Value$480.1K
Filed 2026-11-06
Bailard, Inc.
NEW
Shares10,400
Change+10,400
Value$312.9K
Filed 2026-10-13
Sterling Capital Management LLC
INCREASED
Shares10,060 from 9,382
Change+678 (+7%)
Value$302.7K (+$14.4K)
Filed 2026-10-22
Asset Planning Services Inc
UNCHANGED
Shares10,000 from 10,000
Change0 (0%)
Value$301.0K (-$6.0K)
Filed 2026-10-15
KG Capital Management
UNCHANGED
Shares8,831 from 8,831
Change0 (0%)
Value$265.7K (-$5.7K)
Filed 2026-10-15
Arizona State Retirement System
INCREASED
Shares8,742 from 8,570
Change+172 (+2%)
Value$263.0K (-$309)
Filed 2026-11-03
Daytona Street Capital LLC
UNCHANGED
Shares8,000 from 8,000
Change0 (0%)
Value$247.0K (+$5.0K)
Filed 2026-10-15
Steel Grove Capital Advisors, LLC
NEW
Shares7,293
Change+7,293
Value$219.4K
Filed 2026-10-13
Commonwealth Equity Services, LLC
NEW
Shares7,219
Change+7,219
Value$217.2K
Filed 2026-11-02
Prime Capital Investment Advisors, LLC
UNCHANGED
Shares7,052 from 7,052
Change0 (0%)
Value$212.2K (-$4.5K)
Filed 2026-10-20
Farther Finance Advisors, LLC
DECREASED
Shares4,694 from 7,124
Change-2,430 (-34%)
Value$141.2K (-$77.7K)
Filed 2026-10-08
State of Alaska, Department of Revenue
UNCHANGED
Shares1,189 from 1,189
Change0 (0%)
Value$35 (-$1)
Filed 2026-10-15
Nisa Investment Advisors, LLC
UNCHANGED
Shares725 from 725
Change0 (0%)
Value$21.8K (-$464)
Filed 2026-10-20
Adkins Seale Capital Management LLC
UNCHANGED
Shares499 from 499
Change0 (0%)
Value$15.0K (-$319)
Filed 2026-10-27
Gamma Investing LLC
UNCHANGED
Shares330 from 330
Change0 (0%)
Value$9.9K (-$211)
Filed 2026-10-08
Pension & Wealth Management Advisors, Inc.
NEW
Shares283
Change+283
Value$8.5K
Filed 2026-10-16
Allworth Financial LP
INCREASED
Shares253 from 247
Change+6 (+2%)
Value$7.8K (+$184)
Filed 2026-11-06
US Bancorp \de\
INCREASED
Shares239 from 166
Change+73 (+44%)
Value$7.2K (+$2.1K)
Filed 2026-11-05
Capital Advisors, Ltd. LLC
UNCHANGED
Shares226 from 226
Change0 (0%)
Value$7 (-$7.0K)
Filed 2026-10-27
IFP Advisors, Inc
UNCHANGED
Shares141 from 141
Change0 (0%)
Value$4.2K (-$90)
Filed 2026-10-16
Essential Partners LLC
UNCHANGED
Shares110 from 110
Change0 (0%)
Value$3.3K (-$70)
Filed 2026-10-14
Root Financial Partners, LLC
NEW
Shares109
Change+109
Value$3.3K
Filed 2026-10-21
Fortitude Family Office, LLC
INCREASED
Shares97 from 19
Change+78 (+411%)
Value$2.9K (+$2.3K)
Filed 2026-10-14
EverSource Wealth Advisors, LLC
DECREASED
Shares82 from 126
Change-44 (-35%)
Value$2.5K (-$1.4K)
Filed 2026-11-04
Versant Capital Management, Inc
UNCHANGED
Shares74 from 74
Change0 (0%)
Value$2.2K (-$47)
Filed 2026-10-02
Parkside Financial Bank & Trust
NEW
Shares65
Change+65
Value$2.0K
Filed 2026-10-27
Signaturefd, LLC
INCREASED
Shares65 from 59
Change+6 (+10%)
Value$2.0K (+$143)
Filed 2026-10-23
True Wealth Design, LLC
UNCHANGED
Shares59 from 59
Change0 (0%)
Value$1.8K (-$38)
Filed 2026-10-13
Larson Financial Group LLC
INCREASED
Shares55 from 35
Change+20 (+57%)
Value$1.7K (+$579)
Filed 2026-11-05
Clark Wealth Partners
NEW
Shares37
Change+37
Value$1.1K
Filed 2026-10-19
Trust Co
UNCHANGED
Shares17 from 17
Change0 (0%)
Value$514 (-$11)
Filed 2026-10-09
Clearstead Advisors, LLC
UNCHANGED
Shares15 from 15
Change0 (0%)
Value$452 (-$9)
Filed 2026-11-06
SJS Investment Consulting Inc.
NEW
Shares7
Change+7
Value$211
Filed 2026-10-26
PNC Financial Services Group, Inc.
DECREASED
Shares5 from 34
Change-29 (-85%)
Value$150 (-$895)
Filed 2026-11-06
Y-Intercept (Hong Kong) Ltd
CLOSED
Shares0 from 19,479
Change-19,479 (-100%)
Value$0 (-$598.6K)
Filed 2026-10-16
Torren Management, LLC
CLOSED
Shares0 from 63
Change-63 (-100%)
Value$0 (-$1.9K)
Filed 2026-10-29
Covestor Ltd
CLOSED
Shares0 from 17
Change-17 (-100%)
Value$0 (-$1)
Filed 2026-10-30
Caitong International Asset Management Co., Ltd
CLOSED
Shares0 from 4
Change-4 (-100%)
Value$0 (-$123)
Filed 2026-10-29
BlackRock, Inc.
N/A
Shares— from 2,732,988
Change-2,732,988 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 1,399,712
Change-1,399,712 (-100%)
Value—
Jupiter Topco LLC
N/A
Shares— from 1,089,827
Change-1,089,827 (-100%)
Value—
State Street Corp
N/A
Shares— from 1,045,212
Change-1,045,212 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 1,025,919
Change-1,025,919 (-100%)
Value—
Royce & Associates LP
N/A
Shares— from 931,811
Change-931,811 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 432,026
Change-432,026 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 405,623
Change-405,623 (-100%)
Value—
T. Rowe Price Investment Management, Inc.
N/A
Shares— from 364,389
Change-364,389 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 312,000
Change-312,000 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 293,902
Change-293,902 (-100%)
Value—
Mendon Capital Advisors Corp
N/A
Shares— from 293,893
Change-293,893 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 278,146
Change-278,146 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 271,895
Change-271,895 (-100%)
Value—
Banc Funds Co LLC
N/A
Shares— from 234,257
Change-234,257 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 216,466
Change-216,466 (-100%)
Value—
Bridgeway Capital Management, LLC
N/A
Shares— from 207,204
Change-207,204 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 195,614
Change-195,614 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 187,352
Change-187,352 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 176,442
Change-176,442 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 150,215
Change-150,215 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 121,404
Change-121,404 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 120,086
Change-120,086 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 110,128
Change-110,128 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 109,598
Change-109,598 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 105,211
Change-105,211 (-100%)
Value—
Man Group plc
N/A
Shares— from 92,056
Change-92,056 (-100%)
Value—
Squarepoint Ops LLC
N/A
Shares— from 88,239
Change-88,239 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 78,000
Change-78,000 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 70,503
Change-70,503 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 68,686
Change-68,686 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 66,963
Change-66,963 (-100%)
Value—
Swiss National Bank
N/A
Shares— from 62,308
Change-62,308 (-100%)
Value—
UBS Group AG
N/A
Shares— from 54,976
Change-54,976 (-100%)
Value—
Connor, Clark & Lunn Investment Management Ltd.
N/A
Shares— from 49,454
Change-49,454 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 49,289
Change-49,289 (-100%)
Value—
Argent Advisors, Inc.
N/A
Shares— from 48,638
Change-48,638 (-100%)
Value—
Pacific Ridge Capital Partners, LLC
N/A
Shares— from 46,854
Change-46,854 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 46,750
Change-46,750 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 41,893
Change-41,893 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 41,303
Change-41,303 (-100%)
Value—
Prudential Financial Inc
N/A
Shares— from 40,555
Change-40,555 (-100%)
Value—
Kennedy Capital Management LLC
N/A
Shares— from 38,306
Change-38,306 (-100%)
Value—
Schonfeld Strategic Advisors LLC
N/A
Shares— from 38,158
Change-38,158 (-100%)
Value—
California State Teachers Retirement System
N/A
Shares— from 37,123
Change-37,123 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 36,504
Change-36,504 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 36,237
Change-36,237 (-100%)
Value—
Jump Financial, LLC
N/A
Shares— from 35,720
Change-35,720 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 34,317
Change-34,317 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 31,600
Change-31,600 (-100%)
Value—
FreeGulliver LLC
N/A
Shares— from 30,014
Change-30,014 (-100%)
Value—
Jacobs Levy Equity Management, Inc
N/A
Shares— from 29,774
Change-29,774 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 28,991
Change-28,991 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 27,631
Change-27,631 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 26,824
Change-26,824 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 26,606
Change-26,606 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 26,451
Change-26,451 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 25,913
Change-25,913 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 25,395
Change-25,395 (-100%)
Value—
Vanguard Asset Management, Ltd
N/A
Shares— from 24,069
Change-24,069 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 23,626
Change-23,626 (-100%)
Value—
Arrowstreet Capital, Limited Partnership
N/A
Shares— from 23,321
Change-23,321 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 21,760
Change-21,760 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 21,639
Change-21,639 (-100%)
Value—
Vines Capital Management, LLC
N/A
Shares— from 21,000
Change-21,000 (-100%)
Value—
Texas Yale Capital Corp.
N/A
Shares— from 19,890
Change-19,890 (-100%)
Value—
MetLife Investment Management, LLC
N/A
Shares— from 18,334
Change-18,334 (-100%)
Value—
Quantbot Technologies LP
N/A
Shares— from 17,972
Change-17,972 (-100%)
Value—
First Foundation Advisors
N/A
Shares— from 17,966
Change-17,966 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 17,950
Change-17,950 (-100%)
Value—
Susquehanna Fundamental Investments, LLC
N/A
Shares— from 17,475
Change-17,475 (-100%)
Value—
Varcov Co.
N/A
Shares— from 17,459
Change-17,459 (-100%)
Value—
Rodgers Brothers Inc.
N/A
Shares— from 16,500
Change-16,500 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 16,350
Change-16,350 (-100%)
Value—
1492 Capital Management LLC
N/A
Shares— from 16,216
Change-16,216 (-100%)
Value—
EntryPoint Capital, LLC
N/A
Shares— from 15,774
Change-15,774 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 15,692
Change-15,692 (-100%)
Value—
Rafferty Asset Management, LLC
N/A
Shares— from 15,005
Change-15,005 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 14,640
Change-14,640 (-100%)
Value—
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A
Shares— from 13,022
Change-13,022 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 12,602
Change-12,602 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 11,672
Change-11,672 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 11,001
Change-11,001 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 10,490
Change-10,490 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 10,422
Change-10,422 (-100%)
Value—
Aquatic Capital Management LLC
N/A
Shares— from 10,186
Change-10,186 (-100%)
Value—
Canada Pension Plan Investment Board
N/A
Shares— from 9,800
Change-9,800 (-100%)
Value—
Police & Firemen's Retirement System of New Jersey
N/A
Shares— from 9,376
Change-9,376 (-100%)
Value—
Campbell & Co Investment Adviser LLC
N/A
Shares— from 8,503
Change-8,503 (-100%)
Value—
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A
Shares— from 7,978
Change-7,978 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 7,706
Change-7,706 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 7,667
Change-7,667 (-100%)
Value—
JMN Financial LLC
N/A
Shares— from 7,641
Change-7,641 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 7,301
Change-7,301 (-100%)
Value—
Voya Investment Management LLC
N/A
Shares— from 6,902
Change-6,902 (-100%)
Value—
State Board of Administration of Florida Retirement System
N/A
Shares— from 6,850
Change-6,850 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 6,723
Change-6,723 (-100%)
Value—
Intech Investment Management LLC
N/A
Shares— from 6,678
Change-6,678 (-100%)
Value—
Vanguard Investments Australia, Ltd.
N/A
Shares— from 6,543
Change-6,543 (-100%)
Value—
KLP Kapitalforvaltning AS
N/A
Shares— from 6,300
Change-6,300 (-100%)
Value—
FMR LLC
N/A
Shares— from 4,562
Change-4,562 (-100%)
Value—
Canada Life Assurance Co
N/A
Shares— from 4,424
Change-4,424 (-100%)
Value—
Public Employees Retirement System of Ohio
N/A
Shares— from 3,169
Change-3,169 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 2,885
Change-2,885 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 2,799
Change-2,799 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 1,666
Change-1,666 (-100%)
Value—
Delos Wealth Advisors, LLC
N/A
Shares— from 1,258
Change-1,258 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 1,099
Change-1,099 (-100%)
Value—
Amova Asset Management Americas, Inc.
N/A
Shares— from 1,066
Change-1,066 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 525
Change-525 (-100%)
Value—
Optiver Holding B.V.
N/A
Shares— from 274
Change-274 (-100%)
Value—
Federated Hermes, Inc.
N/A
Shares— from 239
Change-239 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 205
Change-205 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 193
Change-193 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 79
Change-79 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 78
Change-78 (-100%)
Value—
Quarry LP
N/A
Shares— from 50
Change-50 (-100%)
Value—
LOS Angeles Capital Management LLC
N/A
Shares— from 30
Change-30 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 11
Change-11 (-100%)
Value—
Status
Dimensional Fund Advisors LP
INCREASED1,437,5331,311,018+126,515+10%$40.3M$43.3M+$3.0M2026-11-04
Geode Capital Management, LLC
DECREASED841,765863,416-21,651-3%$26.5M$25.3M-$1.2M2026-11-06
Bank of New York Mellon Corp
DECREASED437,745450,790-13,045-3%$13.9M$13.2M-$681.0K2026-11-05
Ranger Investment Management, L.P.
DECREASED284,378284,500-1220%$8.7M$8.6M-$185.8K2026-11-06
Russell Investments Group, Ltd.
DECREASED209,943246,486-36,543-15%$7.6M$6.3M-$1.3M2026-11-06
Creative Planning
INCREASED100,08686,946+13,140+15%$2.7M$3.0M+$339.7K2026-11-02
Polaris Capital Management, LLC
UNCHANGED98,20098,20000%$3.0M$3.0M-$62.8K2026-10-21
Principal Financial Group Inc
INCREASED78,15631,391+46,765+149%$964.6K$2.4M+$1.4M2026-11-02
Summit Financial Wealth Advisors, LLC
INCREASED59,48759,472+15+0%$1.8M$1.8M-$37.6K2026-10-15
Smith Shellnut Wilson LLC
DECREASED53,61161,136-7,525-12%$1.9M$1.6M-$265.6K2026-10-21
Kestra Advisory Services, LLC
INCREASED47,88047,652+228+0%$1.5M$1.4M-$23.6K2026-11-02
Montz Harcus Wealth Management LLC
INCREASED40,93940,743+196+0%$1.3M$1.2M-$20.2K2026-10-09
Womack Financial LLC
DECREASED40,00643,858-3,852-9%$1.3M$1.2M-$144.0K2026-10-14
State of New Jersey Common Pension Fund D
NEW37,569—+37,569——$1.1M—2026-11-05
Meriwether Wealth & Planning, LLC
UNCHANGED37,18637,18600%$1.1M$1.1M-$23.8K2026-10-13
Strs Ohio
INCREASED35,00027,000+8,000+30%$829.7K$1.1M+$223.4K2026-10-30
LPL Financial LLC
UNCHANGED32,78332,78300%$1.0M$986.4K-$21.0K2026-11-06
SummerHaven Investment Management, LLC
NEW30,312—+30,312——$912.1K—2026-10-19
Deutsche Bank Ag\
DECREASED29,28532,100-2,815-9%$986.4K$881.2K-$105.2K2026-11-06
Robertson Stephens Wealth Management, LLC
UNCHANGED25,48625,48600%$783.2K$766.9K-$16.3K2026-10-16
Penn Capital Management Company, LLC
INCREASED24,99622,374+2,622+12%$687.6K$752.1K+$64.6K2026-11-04
Citigroup Inc
DECREASED23,28631,606-8,320-26%$971.3K$700.7K-$270.6K2026-11-04
Kings Path Partners LLC
UNCHANGED19,77019,77000%$607.5K$594.9K-$12.7K2026-10-21
Hartmann Taylor Wealth Management, LLC
UNCHANGED18,50618,50600%$500.4K$556.8K+$56.4K2026-10-14
Barclays PLC
INCREASED17,90315,163+2,740+18%$466.0K$538.7K+$72.7K2026-11-06
LSV Asset Management
DECREASED16,77019,270-2,500-13%$592.0K$505.0K-$87.0K2026-11-06
E&G Advisors, LLC
UNCHANGED16,10016,10000%$494.8K$484.4K-$10.3K2026-10-13
Moors & Cabot, Inc.
NEW15,956—+15,956——$480.1K—2026-11-06
Bailard, Inc.
NEW10,400—+10,400——$312.9K—2026-10-13
Sterling Capital Management LLC
INCREASED10,0609,382+678+7%$288.3K$302.7K+$14.4K2026-10-22
Asset Planning Services Inc
UNCHANGED10,00010,00000%$307.0K$301.0K-$6.0K2026-10-15
KG Capital Management
UNCHANGED8,8318,83100%$271.4K$265.7K-$5.7K2026-10-15
Arizona State Retirement System
INCREASED8,7428,570+172+2%$263.4K$263.0K-$3092026-11-03
Daytona Street Capital LLC
UNCHANGED8,0008,00000%$241.9K$247.0K+$5.0K2026-10-15
Steel Grove Capital Advisors, LLC
NEW7,293—+7,293——$219.4K—2026-10-13
Commonwealth Equity Services, LLC
NEW7,219—+7,219——$217.2K—2026-11-02
Prime Capital Investment Advisors, LLC
UNCHANGED7,0527,05200%$216.7K$212.2K-$4.5K2026-10-20
Farther Finance Advisors, LLC
DECREASED4,6947,124-2,430-34%$218.9K$141.2K-$77.7K2026-10-08
State of Alaska, Department of Revenue
UNCHANGED1,1891,18900%$36$35-$12026-10-15
Nisa Investment Advisors, LLC
UNCHANGED72572500%$22.3K$21.8K-$4642026-10-20
Adkins Seale Capital Management LLC
UNCHANGED49949900%$15.3K$15.0K-$3192026-10-27
Gamma Investing LLC
UNCHANGED33033000%$10.1K$9.9K-$2112026-10-08
Pension & Wealth Management Advisors, Inc.
NEW283—+283——$8.5K—2026-10-16
Allworth Financial LP
INCREASED253247+6+2%$7.6K$7.8K+$1842026-11-06
US Bancorp \de\
INCREASED239166+73+44%$5.1K$7.2K+$2.1K2026-11-05
Capital Advisors, Ltd. LLC
UNCHANGED22622600%$7.0K$7-$7.0K2026-10-27
IFP Advisors, Inc
UNCHANGED14114100%$4.3K$4.2K-$902026-10-16
Essential Partners LLC
UNCHANGED11011000%$3.4K$3.3K-$702026-10-14
Root Financial Partners, LLC
NEW109—+109——$3.3K—2026-10-21
Fortitude Family Office, LLC
INCREASED9719+78+411%$584$2.9K+$2.3K2026-10-14
EverSource Wealth Advisors, LLC
DECREASED82126-44-35%$3.9K$2.5K-$1.4K2026-11-04
Versant Capital Management, Inc
UNCHANGED747400%$2.3K$2.2K-$472026-10-02
Parkside Financial Bank & Trust
NEW65—+65——$2.0K—2026-10-27
Signaturefd, LLC
INCREASED6559+6+10%$1.8K$2.0K+$1432026-10-23
True Wealth Design, LLC
UNCHANGED595900%$1.8K$1.8K-$382026-10-13
Larson Financial Group LLC
INCREASED5535+20+57%$1.1K$1.7K+$5792026-11-05
Clark Wealth Partners
NEW37—+37——$1.1K—2026-10-19
Trust Co
UNCHANGED171700%$525$514-$112026-10-09
Clearstead Advisors, LLC
UNCHANGED151500%$461$452-$92026-11-06
SJS Investment Consulting Inc.
NEW7—+7——$211—2026-10-26
PNC Financial Services Group, Inc.
DECREASED534-29-85%$1.0K$150-$8952026-11-06
Y-Intercept (Hong Kong) Ltd
CLOSED019,479-19,479-100%$598.6K$0-$598.6K2026-10-16
Torren Management, LLC
CLOSED063-63-100%$1.9K$0-$1.9K2026-10-29
Covestor Ltd
CLOSED017-17-100%$1$0-$12026-10-30
Caitong International Asset Management Co., Ltd
CLOSED04-4-100%$123$0-$1232026-10-29
BlackRock, Inc.
N/A—2,732,988-2,732,988-100%$84.0M———
Vanguard Capital Management LLC
N/A—1,399,712-1,399,712-100%$43.0M———
Jupiter Topco LLC
N/A—1,089,827-1,089,827-100%$33.5M———
State Street Corp
N/A—1,045,212-1,045,212-100%$32.1M———
American Century Companies Inc
N/A—1,025,919-1,025,919-100%$31.5M———
Royce & Associates LP
N/A—931,811-931,811-100%$28.6M———
Manufacturers Life Insurance Company, the
N/A—432,026-432,026-100%$13.3M———
JPMorgan Chase & Co
N/A—405,623-405,623-100%$12.4M———
T. Rowe Price Investment Management, Inc.
N/A—364,389-364,389-100%$11.2M———
Northern Trust Corp
N/A—312,000-312,000-100%$9.6M———
Curi Capital, LLC
N/A—293,902-293,902-100%$9.0M———
Mendon Capital Advisors Corp
N/A—293,893-293,893-100%$9.0M———
Vanguard Portfolio Management LLC
N/A—278,146-278,146-100%$8.5M———
Charles Schwab Investment Management Inc
N/A—271,895-271,895-100%$8.4M———
Banc Funds Co LLC
N/A—234,257-234,257-100%$7.2M———
Vanguard Fiduciary Trust Co
N/A—216,466-216,466-100%$6.7M———
Bridgeway Capital Management, LLC
N/A—207,204-207,204-100%$6.4M———
Goldman Sachs Group Inc
N/A—195,614-195,614-100%$6.0M———
Two Sigma Investments, LP
N/A—187,352-187,352-100%$5.8M———
Morgan Stanley
N/A—176,442-176,442-100%$5.4M———
Citadel Advisors LLC
N/A—150,215-150,215-100%$4.6M———
Empowered Funds, LLC
N/A—121,404-121,404-100%$3.7M———
First Trust Advisors LP
N/A—120,086-120,086-100%$3.7M———
Arax Advisory Partners
N/A—110,128-110,128-100%$3.4M———
Alliancebernstein L.P.
N/A—109,598-109,598-100%$3.0M———
AQR Capital Management LLC
N/A—105,211-105,211-100%$3.2M———
Man Group plc
N/A—92,056-92,056-100%$2.8M———
Squarepoint Ops LLC
N/A—88,239-88,239-100%$2.7M———
Nuveen, LLC
N/A—78,000-78,000-100%$2.4M———
Cresset Asset Management, LLC
N/A—70,503-70,503-100%$2.2M———
Franklin Resources Inc
N/A—68,686-68,686-100%$2.1M———
D. E. Shaw & Co., Inc.
N/A—66,963-66,963-100%$2.1M———
Swiss National Bank
N/A—62,308-62,308-100%$1.9M———
UBS Group AG
N/A—54,976-54,976-100%$1.7M———
Connor, Clark & Lunn Investment Management Ltd.
N/A—49,454-49,454-100%$1.5M———
Bank of America Corp
N/A—49,289-49,289-100%$1.5M———
Argent Advisors, Inc.
N/A—48,638-48,638-100%$1.5M———
Pacific Ridge Capital Partners, LLC
N/A—46,854-46,854-100%$1.4M———
Victory Capital Management Inc
N/A—46,750-46,750-100%$1.4M———
Rhumbline Advisers
N/A—41,893-41,893-100%$1.3M———
HSBC Holdings PLC
N/A—41,303-41,303-100%$1.3M———
Prudential Financial Inc
N/A—40,555-40,555-100%$1.2M———
Kennedy Capital Management LLC
N/A—38,306-38,306-100%$1.2M———
Schonfeld Strategic Advisors LLC
N/A—38,158-38,158-100%$1.2M———
California State Teachers Retirement System
N/A—37,123-37,123-100%$1.1M———
Invesco Ltd.
N/A—36,504-36,504-100%$1.1M———
Geneos Wealth Management Inc.
N/A—36,237-36,237-100%$1.1M———
Jump Financial, LLC
N/A—35,720-35,720-100%$1.1M———
Millennium Management LLC
N/A—34,317-34,317-100%$1.1M———
UBS Asset Management Americas LLC
N/A—31,600-31,600-100%$971.1K———
FreeGulliver LLC
N/A—30,014-30,014-100%$922.3K———
Jacobs Levy Equity Management, Inc
N/A—29,774-29,774-100%$915.0K———
Quantinno Capital Management LP
N/A—28,991-28,991-100%$890.9K———
Ethos Financial Group, LLC
N/A—27,631-27,631-100%$884.5K———
Wells Fargo & Company
N/A—26,824-26,824-100%$824.3K———
SEI Investments Co
N/A—26,606-26,606-100%$817.6K———
Price T Rowe Associates Inc
N/A—26,451-26,451-100%$813.0K———
Vident Advisory, LLC
N/A—25,913-25,913-100%$796.3K———
Pathstone Holdings, LLC
N/A—25,395-25,395-100%$780.4K———
Vanguard Asset Management, Ltd
N/A—24,069-24,069-100%$739.6K———
Legal & General Group Plc
N/A—23,626-23,626-100%$726.0K———
Arrowstreet Capital, Limited Partnership
N/A—23,321-23,321-100%$716.7K———
BNP Paribas Financial Markets
N/A—21,760-21,760-100%$668.7K———
SG Americas Securities, LLC
N/A—21,639-21,639-100%$665.0K———
Vines Capital Management, LLC
N/A—21,000-21,000-100%$645.3K———
Texas Yale Capital Corp.
N/A—19,890-19,890-100%$611.2K———
MetLife Investment Management, LLC
N/A—18,334-18,334-100%$563.4K———
Quantbot Technologies LP
N/A—17,972-17,972-100%$552.3K———
First Foundation Advisors
N/A—17,966-17,966-100%$552.1K———
Stratos Wealth Partners, Ltd.
N/A—17,950-17,950-100%$551.6K———
Susquehanna Fundamental Investments, LLC
N/A—17,475-17,475-100%$537.0K———
Varcov Co.
N/A—17,459-17,459-100%$536.5K———
Rodgers Brothers Inc.
N/A—16,500-16,500-100%$507.0K———
Ameriprise Financial Inc
N/A—16,350-16,350-100%$502.4K———
1492 Capital Management LLC
N/A—16,216-16,216-100%$498.3K———
EntryPoint Capital, LLC
N/A—15,774-15,774-100%$484.7K———
Vanguard Global Advisers, LLC
N/A—15,692-15,692-100%$482.2K———
Rafferty Asset Management, LLC
N/A—15,005-15,005-100%$461.1K———
Mirae Asset Global Etfs Holdings Ltd.
N/A—14,640-14,640-100%$449.9K———
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A—13,022-13,022-100%$400.2K———
New York State Common Retirement Fund
N/A—12,602-12,602-100%$387.3K———
Royal Bank of Canada
N/A—11,672-11,672-100%$359.0K———
XTX Topco Ltd
N/A—11,001-11,001-100%$338.1K———
Mercer Global Advisors Inc
N/A—10,490-10,490-100%$322.4K———
Sequoia Financial Advisors, LLC
N/A—10,422-10,422-100%$320.3K———
Aquatic Capital Management LLC
N/A—10,186-10,186-100%$313.0K———
Canada Pension Plan Investment Board
N/A—9,800-9,800-100%$301.2K———
Police & Firemen's Retirement System of New Jersey
N/A—9,376-9,376-100%$288.1K———
Campbell & Co Investment Adviser LLC
N/A—8,503-8,503-100%$261.3K———
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A—7,978-7,978-100%$245.2K———
AE Wealth Management LLC
N/A—7,706-7,706-100%$236.8K———
NewEdge Advisors, LLC
N/A—7,667-7,667-100%$235.6K———
JMN Financial LLC
N/A—7,641-7,641-100%$234.8K———
IEQ Capital, LLC
N/A—7,301-7,301-100%$224.4K———
Voya Investment Management LLC
N/A—6,902-6,902-100%$212.1K———
State Board of Administration of Florida Retirement System
N/A—6,850-6,850-100%$210.5K———
Raymond James Financial Inc
N/A—6,723-6,723-100%$206.6K———
Intech Investment Management LLC
N/A—6,678-6,678-100%$205.2K———
Vanguard Investments Australia, Ltd.
N/A—6,543-6,543-100%$201.1K———
KLP Kapitalforvaltning AS
N/A—6,300-6,300-100%$193.6K———
FMR LLC
N/A—4,562-4,562-100%$140.2K———
Canada Life Assurance Co
N/A—4,424-4,424-100%$136.0K———
Public Employees Retirement System of Ohio
N/A—3,169-3,169-100%$97.4K———
Ameritas Investment Partners, Inc.
N/A—2,885-2,885-100%$88.7K———
Tower Research Capital LLC (TRC)
N/A—2,799-2,799-100%$86.0K———
Steward Partners Investment Advisory, LLC
N/A—1,666-1,666-100%$51.2K———
Delos Wealth Advisors, LLC
N/A—1,258-1,258-100%$38.7K———
Smartleaf Asset Management LLC
N/A—1,099-1,099-100%$33.7K———
Amova Asset Management Americas, Inc.
N/A—1,066-1,066-100%$32.8K———
IFG Advisory, LLC
N/A—525-525-100%$16.1K———
Optiver Holding B.V.
N/A—274-274-100%$8.4K———
Federated Hermes, Inc.
N/A—239-239-100%$7.3K———
Rockefeller Capital Management L.P.
N/A—205-205-100%$6.3K———
Jones Financial Companies Lllp
N/A—193-193-100%$5.9K———
Osaic Holdings, Inc.
N/A—79-79-100%$2.4K———
Rothschild Investment LLC
N/A—78-78-100%$2.4K———
Quarry LP
N/A—50-50-100%$1.5K———
LOS Angeles Capital Management LLC
N/A—30-30-100%$922———
Keating Financial Advisory Services, Inc.
N/A—11-11-100%$338———
Showing 184 of 184 institutions