First Mid Bancshares Inc (FMBH)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

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

Sort by

Dimensional Fund Advisors LP

INCREASED

Shares1,225,522 from 1,167,770

Change+57,752 (+5%)

Value$59.7M (+$3.6M)

Filed 2026-11-04

Bank of New York Mellon Corp

DECREASED

Shares114,356 from 114,770

Change-414 (0%)

Value$5.6M (+$54.4K)

Filed 2026-11-05

Creative Planning

DECREASED

Shares72,327 from 72,960

Change-633 (-1%)

Value$3.5M (+$16.6K)

Filed 2026-11-02

Wedge Capital Management L L P

DECREASED

Shares52,104 from 52,452

Change-348 (-1%)

Value$2.5M (+$17.1K)

Filed 2026-10-13

Deprince Race & Zollo Inc

DECREASED

Shares46,449 from 48,611

Change-2,162 (-4%)

Value$2.3M (-$73.8K)

Filed 2026-10-13

Principal Financial Group Inc

INCREASED

Shares43,647 from 26,168

Change+17,479 (+67%)

Value$2.1M (+$868.9K)

Filed 2026-11-02

Visionary Wealth Advisors

DECREASED

Shares26,903 from 28,131

Change-1,228 (-4%)

Value$1.3M (-$41.6K)

Filed 2026-11-04

State of New Jersey Common Pension Fund D

UNCHANGED

Shares25,986 from 25,986

Change0 (0%)

Value$1.3M (+$16.9K)

Filed 2026-11-05

Armstrong, Fleming & Moore, Inc

UNCHANGED

Shares24,930 from 24,930

Change0 (0%)

Value$1.2M (+$16.2K)

Filed 2026-10-28

Duncker Streett & Co Inc

DECREASED

Shares21,411 from 23,211

Change-1,800 (-8%)

Value$1.0M (-$72.6K)

Filed 2026-10-27

Cambridge Investment Research Advisors, Inc.

INCREASED

Shares17,770 from 13,252

Change+4,518 (+34%)

Value$866.0K (+$229.0K)

Filed 2026-11-02

Strs Ohio

INCREASED

Shares16,800 from 12,000

Change+4,800 (+40%)

Value$818.8K (+$241.8K)

Filed 2026-10-30

Wealth Enhancement Advisory Services, LLC

INCREASED

Shares15,424 from 5,061

Change+10,363 (+205%)

Value$759.5K (+$516.9K)

Filed 2026-10-13

Citigroup Inc

INCREASED

Shares14,859 from 14,227

Change+632 (+4%)

Value$724.2K (+$40.1K)

Filed 2026-11-04

Valeo Financial Advisors, LLC

INCREASED

Shares12,609 from 12,556

Change+53 (+0%)

Value$614.6K (+$10.7K)

Filed 2026-10-08

Alps Advisors Inc

NEW

Shares11,370

Change+11,370

Value$554.2K

Filed 2026-11-03

Hennion & Walsh Asset Management, Inc.

DECREASED

Shares10,378 from 10,425

Change-47 (0%)

Value$505.8K (+$4.5K)

Filed 2026-10-13

Fifth Third Bancorp

UNCHANGED

Shares9,454 from 9,454

Change0 (0%)

Value$460.8K (+$6.1K)

Filed 2026-11-05

US Bancorp \de\

UNCHANGED

Shares9,042 from 9,042

Change0 (0%)

Value$440.7K (+$5.9K)

Filed 2026-11-05

Sterling Capital Management LLC

DECREASED

Shares6,589 from 6,605

Change-16 (0%)

Value$321.1K (+$3.5K)

Filed 2026-10-22

Arizona State Retirement System

INCREASED

Shares6,558 from 6,428

Change+130 (+2%)

Value$319.6K (+$10.5K)

Filed 2026-11-03

Choreo, LLC

INCREASED

Shares6,533 from 6,463

Change+70 (+1%)

Value$318.4K (+$7.6K)

Filed 2026-10-28

City State Bank

UNCHANGED

Shares3,062 from 3,062

Change0 (0%)

Value$149.2K (+$2.0K)

Filed 2026-10-20

Parkside Financial Bank & Trust

INCREASED

Shares1,573 from 1,256

Change+317 (+25%)

Value$76.7K (+$16.3K)

Filed 2026-10-27

Signaturefd, LLC

INCREASED

Shares1,465 from 1,454

Change+11 (+1%)

Value$71.4K (+$1.5K)

Filed 2026-10-23

Nisa Investment Advisors, LLC

INCREASED

Shares1,170 from 860

Change+310 (+36%)

Value$57.0K (+$15.7K)

Filed 2026-10-20

State of Alaska, Department of Revenue

UNCHANGED

Shares958 from 958

Change0 (0%)

Value$46 (-$46.0K)

Filed 2026-10-15

USA Financial Formulas

NEW

Shares814

Change+814

Value$39.7K

Filed 2026-10-16

Hickory Point Bank & Trust

UNCHANGED

Shares696 from 696

Change0 (0%)

Value$33.9K (+$452)

Filed 2026-10-01

Parallel Advisors, LLC

INCREASED

Shares621 from 549

Change+72 (+13%)

Value$30.3K (+$3.9K)

Filed 2026-11-03

Larson Financial Group LLC

INCREASED

Shares572 from 3

Change+569 (+18967%)

Value$27.9K (+$27.7K)

Filed 2026-11-05

Gamma Investing LLC

DECREASED

Shares505 from 516

Change-11 (-2%)

Value$24.6K (-$200)

Filed 2026-10-08

Versant Capital Management, Inc

UNCHANGED

Shares499 from 499

Change0 (0%)

Value$24.3K (+$324)

Filed 2026-10-02

Westside Investment Management, Inc.

UNCHANGED

Shares430 from 430

Change0 (0%)

Value$21.5K (+$813)

Filed 2026-11-02

KFG LLC

NEW

Shares355

Change+355

Value$17.3K

Filed 2026-11-02

Farther Finance Advisors, LLC

INCREASED

Shares351 from 304

Change+47 (+15%)

Value$17.1K (+$2.5K)

Filed 2026-10-08

Pinnacle Wealth Planning Services, Inc.

UNCHANGED

Shares328 from 328

Change0 (0%)

Value$16.0K (+$213)

Filed 2026-10-27

IFP Advisors, Inc

UNCHANGED

Shares269 from 269

Change0 (0%)

Value$13.1K (+$175)

Filed 2026-10-16

EverSource Wealth Advisors, LLC

INCREASED

Shares258 from 240

Change+18 (+8%)

Value$12.6K (+$1.0K)

Filed 2026-11-04

State of Wyoming

NEW

Shares206

Change+206

Value$10.0K

Filed 2026-10-28

Pension & Wealth Management Advisors, Inc.

NEW

Shares203

Change+203

Value$9.9K

Filed 2026-10-16

Assetmark, Inc

UNCHANGED

Shares174 from 174

Change0 (0%)

Value$8.5K (+$113)

Filed 2026-10-21

Bare Financial Services, Inc

UNCHANGED

Shares102 from 102

Change0 (0%)

Value$5.0K (+$66)

Filed 2026-11-04

Fortitude Family Office, LLC

INCREASED

Shares83 from 35

Change+48 (+137%)

Value$4.0K (+$2.4K)

Filed 2026-10-14

Essential Partners LLC

UNCHANGED

Shares65 from 65

Change0 (0%)

Value$3.2K (+$42)

Filed 2026-10-14

Clark Wealth Partners

NEW

Shares62

Change+62

Value$3.0K

Filed 2026-10-19

Torren Management, LLC

UNCHANGED

Shares54 from 54

Change0 (0%)

Value$2.6K (+$35)

Filed 2026-10-29

Root Financial Partners, LLC

NEW

Shares53

Change+53

Value$2.6K

Filed 2026-10-21

Private Wealth Management Group, LLC

UNCHANGED

Shares29 from 29

Change0 (0%)

Value$1.4K (+$19)

Filed 2026-10-19

True Wealth Design, LLC

UNCHANGED

Shares27 from 27

Change0 (0%)

Value$1.3K (+$17)

Filed 2026-10-13

Trust Co

UNCHANGED

Shares15 from 15

Change0 (0%)

Value$736 (+$10)

Filed 2026-10-09

Covestor Ltd

INCREASED

Shares10 from 8

Change+2 (+25%)

Value$1 (+$1)

Filed 2026-10-30

MassMutual Private Wealth & Trust, FSB

UNCHANGED

Shares10 from 10

Change0 (0%)

Value$487 (+$6)

Filed 2026-10-05

SJS Investment Consulting Inc.

INCREASED

Shares7 from 6

Change+1 (+17%)

Value$342 (+$53)

Filed 2026-10-26

Provenance Wealth Advisors, LLC

NEW

Shares6

Change+6

Value$292

Filed 2026-10-30

Capital Advisors, Ltd. LLC

UNCHANGED

Shares4 from 4

Change0 (0%)

Value$0 ($0)

Filed 2026-10-27

GK Wealth Management LLC

NEW

Shares2

Change+2

Value$137

Filed 2026-10-09

Thrivent Financial for Lutherans

CLOSED

Shares0 from 6,469

Change-6,469 (-100%)

Value$0 (-$311.0K)

Filed 2026-11-05

New York State Teachers Retirement System

CLOSED

Shares0 from 2,076

Change-2,076 (-100%)

Value$0 (-$100.0K)

Filed 2026-10-22

BlackRock, Inc.

N/A

Shares— from 2,375,794

Change-2,375,794 (-100%)

Value—

Ballentine Partners, LLC

N/A

Shares— from 1,670,229

Change-1,670,229 (-100%)

Value—

Vanguard Capital Management LLC

N/A

Shares— from 1,072,533

Change-1,072,533 (-100%)

Value—

American Century Companies Inc

N/A

Shares— from 751,124

Change-751,124 (-100%)

Value—

Geode Capital Management, LLC

N/A

Shares— from 659,157

Change-659,157 (-100%)

Value—

State Street Corp

N/A

Shares— from 584,436

Change-584,436 (-100%)

Value—

Wellington Management Group LLP

N/A

Shares— from 503,186

Change-503,186 (-100%)

Value—

Boston Partners

N/A

Shares— from 459,139

Change-459,139 (-100%)

Value—

GW&K Investment Management, LLC

N/A

Shares— from 414,566

Change-414,566 (-100%)

Value—

Vanguard Portfolio Management LLC

N/A

Shares— from 344,995

Change-344,995 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 249,147

Change-249,147 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 224,431

Change-224,431 (-100%)

Value—

Manufacturers Life Insurance Company, the

N/A

Shares— from 205,999

Change-205,999 (-100%)

Value—

Charles Schwab Investment Management Inc

N/A

Shares— from 202,760

Change-202,760 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 170,861

Change-170,861 (-100%)

Value—

Bridgeway Capital Management, LLC

N/A

Shares— from 165,913

Change-165,913 (-100%)

Value—

Rhino Investment Partners, Inc

N/A

Shares— from 165,818

Change-165,818 (-100%)

Value—

Hotchkis & Wiley Capital Management LLC

N/A

Shares— from 163,484

Change-163,484 (-100%)

Value—

Vanguard Fiduciary Trust Co

N/A

Shares— from 159,983

Change-159,983 (-100%)

Value—

Endeavour Capital Advisors Inc

N/A

Shares— from 157,934

Change-157,934 (-100%)

Value—

Gendell Jeffrey L

N/A

Shares— from 137,473

Change-137,473 (-100%)

Value—

AQR Capital Management LLC

N/A

Shares— from 135,673

Change-135,673 (-100%)

Value—

Siena Capital Partners GP, LLC

N/A

Shares— from 128,404

Change-128,404 (-100%)

Value—

Empowered Funds, LLC

N/A

Shares— from 114,413

Change-114,413 (-100%)

Value—

Maltese Capital Management LLC

N/A

Shares— from 105,700

Change-105,700 (-100%)

Value—

Cozad Asset Management Inc

N/A

Shares— from 102,470

Change-102,470 (-100%)

Value—

Two Sigma Investments, LP

N/A

Shares— from 100,382

Change-100,382 (-100%)

Value—

Western Wealth Management, LLC

N/A

Shares— from 84,964

Change-84,964 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 80,910

Change-80,910 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 74,154

Change-74,154 (-100%)

Value—

Moneta Group Investment Advisors LLC

N/A

Shares— from 66,368

Change-66,368 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 62,757

Change-62,757 (-100%)

Value—

Russell Investments Group, Ltd.

N/A

Shares— from 62,528

Change-62,528 (-100%)

Value—

Tudor Investment Corp ET AL

N/A

Shares— from 53,084

Change-53,084 (-100%)

Value—

Swiss National Bank

N/A

Shares— from 46,700

Change-46,700 (-100%)

Value—

Nuveen, LLC

N/A

Shares— from 45,957

Change-45,957 (-100%)

Value—

Prudential Financial Inc

N/A

Shares— from 45,165

Change-45,165 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 44,657

Change-44,657 (-100%)

Value—

UBS Asset Management Americas LLC

N/A

Shares— from 39,986

Change-39,986 (-100%)

Value—

Fisher Asset Management, LLC

N/A

Shares— from 39,395

Change-39,395 (-100%)

Value—

Quantinno Capital Management LP

N/A

Shares— from 37,344

Change-37,344 (-100%)

Value—

Victory Capital Management Inc

N/A

Shares— from 33,600

Change-33,600 (-100%)

Value—

HoldCo Asset Management, LPA

N/A

Shares— from 33,284

Change-33,284 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 31,570

Change-31,570 (-100%)

Value—

Rhumbline Advisers

N/A

Shares— from 28,827

Change-28,827 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 28,591

Change-28,591 (-100%)

Value—

California State Teachers Retirement System

N/A

Shares— from 28,548

Change-28,548 (-100%)

Value—

Arrowstreet Capital, Limited Partnership

N/A

Shares— from 28,285

Change-28,285 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 27,476

Change-27,476 (-100%)

Value—

Martingale Asset Management L P

N/A

Shares— from 25,817

Change-25,817 (-100%)

Value—

Alliancebernstein L.P.

N/A

Shares— from 25,045

Change-25,045 (-100%)

Value—

Deutsche Bank Ag\

N/A

Shares— from 24,400

Change-24,400 (-100%)

Value—

Globeflex Capital L P

N/A

Shares— from 23,714

Change-23,714 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 23,356

Change-23,356 (-100%)

Value—

MAI Capital Management

N/A

Shares— from 20,301

Change-20,301 (-100%)

Value—

Price T Rowe Associates Inc

N/A

Shares— from 20,235

Change-20,235 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 17,559

Change-17,559 (-100%)

Value—

State of Wisconsin Investment Board

N/A

Shares— from 16,962

Change-16,962 (-100%)

Value—

FMR LLC

N/A

Shares— from 16,825

Change-16,825 (-100%)

Value—

UBS Group AG

N/A

Shares— from 16,377

Change-16,377 (-100%)

Value—

Vanguard Asset Management, Ltd

N/A

Shares— from 15,086

Change-15,086 (-100%)

Value—

Legal & General Group Plc

N/A

Shares— from 15,016

Change-15,016 (-100%)

Value—

MetLife Investment Management, LLC

N/A

Shares— from 14,374

Change-14,374 (-100%)

Value—

Canada Pension Plan Investment Board

N/A

Shares— from 13,800

Change-13,800 (-100%)

Value—

Jupiter Topco LLC

N/A

Shares— from 13,588

Change-13,588 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 13,013

Change-13,013 (-100%)

Value—

Sequoia Financial Advisors, LLC

N/A

Shares— from 12,320

Change-12,320 (-100%)

Value—

IEQ Capital, LLC

N/A

Shares— from 12,218

Change-12,218 (-100%)

Value—

HSBC Holdings PLC

N/A

Shares— from 11,966

Change-11,966 (-100%)

Value—

SG Americas Securities, LLC

N/A

Shares— from 11,541

Change-11,541 (-100%)

Value—

Estate Counselors, LLC

N/A

Shares— from 11,385

Change-11,385 (-100%)

Value—

Mirae Asset Global Etfs Holdings Ltd.

N/A

Shares— from 11,343

Change-11,343 (-100%)

Value—

Franklin Resources Inc

N/A

Shares— from 11,147

Change-11,147 (-100%)

Value—

Connor, Clark & Lunn Investment Management Ltd.

N/A

Shares— from 10,761

Change-10,761 (-100%)

Value—

Universal- Beteiligungs- und Servicegesellschaft mbH

N/A

Shares— from 10,524

Change-10,524 (-100%)

Value—

Vanguard Global Advisers, LLC

N/A

Shares— from 10,262

Change-10,262 (-100%)

Value—

New York State Common Retirement Fund

N/A

Shares— from 10,188

Change-10,188 (-100%)

Value—

Barclays PLC

N/A

Shares— from 10,062

Change-10,062 (-100%)

Value—

Millennium Management LLC

N/A

Shares— from 9,920

Change-9,920 (-100%)

Value—

First Trust Advisors LP

N/A

Shares— from 9,831

Change-9,831 (-100%)

Value—

Balyasny Asset Management L.P.

N/A

Shares— from 9,480

Change-9,480 (-100%)

Value—

SEI Investments Co

N/A

Shares— from 8,585

Change-8,585 (-100%)

Value—

Vanguard Investments Australia, Ltd.

N/A

Shares— from 8,145

Change-8,145 (-100%)

Value—

Zurcher Kantonalbank (Zurich Cantonalbank)

N/A

Shares— from 7,743

Change-7,743 (-100%)

Value—

Susquehanna Fundamental Investments, LLC

N/A

Shares— from 7,657

Change-7,657 (-100%)

Value—

KLP Kapitalforvaltning AS

N/A

Shares— from 7,300

Change-7,300 (-100%)

Value—

Police & Firemen's Retirement System of New Jersey

N/A

Shares— from 7,265

Change-7,265 (-100%)

Value—

CarsonAllaria Wealth Management, Ltd.

N/A

Shares— from 6,513

Change-6,513 (-100%)

Value—

LPL Financial LLC

N/A

Shares— from 6,188

Change-6,188 (-100%)

Value—

Federated Hermes, Inc.

N/A

Shares— from 5,953

Change-5,953 (-100%)

Value—

State Board of Administration of Florida Retirement System

N/A

Shares— from 5,790

Change-5,790 (-100%)

Value—

Voya Investment Management LLC

N/A

Shares— from 5,338

Change-5,338 (-100%)

Value—

Intech Investment Management LLC

N/A

Shares— from 4,902

Change-4,902 (-100%)

Value—

Teacher Retirement System of Texas

N/A

Shares— from 4,837

Change-4,837 (-100%)

Value—

Equitable Holdings, Inc.

N/A

Shares— from 4,500

Change-4,500 (-100%)

Value—

PNC Financial Services Group, Inc.

N/A

Shares— from 4,268

Change-4,268 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 4,178

Change-4,178 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 3,966

Change-3,966 (-100%)

Value—

Canada Life Assurance Co

N/A

Shares— from 3,710

Change-3,710 (-100%)

Value—

PL Capital Advisors, LLCA

N/A

Shares— from 3,344

Change-3,344 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 2,755

Change-2,755 (-100%)

Value—

Hills Bank & Trust Co

N/A

Shares— from 2,364

Change-2,364 (-100%)

Value—

Ameritas Investment Partners, Inc.

N/A

Shares— from 2,236

Change-2,236 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 1,972

Change-1,972 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 1,744

Change-1,744 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 1,407

Change-1,407 (-100%)

Value—

Quantbot Technologies LP

N/A

Shares— from 1,284

Change-1,284 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 784

Change-784 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 495

Change-495 (-100%)

Value—

Allworth Financial LP

N/A

Shares— from 346

Change-346 (-100%)

Value—

BNP Paribas Asset Management Holding S.A.

N/A

Shares— from 248

Change-248 (-100%)

Value—

Optiver Holding B.V.

N/A

Shares— from 216

Change-216 (-100%)

Value—

LOS Angeles Capital Management LLC

N/A

Shares— from 165

Change-165 (-100%)

Value—

Clearstead Advisors, LLC

N/A

Shares— from 83

Change-83 (-100%)

Value—

Rothschild Investment LLC

N/A

Shares— from 71

Change-71 (-100%)

Value—

Zions Bancorporation, National Association

N/A

Shares— from 25

Change-25 (-100%)

Value—

Raffa Wealth Management, LLC

N/A

Shares— from 17

Change-17 (-100%)

Value—

Quarry LP

N/A

Shares— from 14

Change-14 (-100%)

Value—

Bruce G. Allen Investments, LLC

N/A

Shares— from 14

Change-14 (-100%)

Value—

	Status
Dimensional Fund Advisors LP	INCREASED	1,225,522	1,167,770	+57,752	+5%	$56.2M	$59.7M	+$3.6M	2026-11-04
Bank of New York Mellon Corp	DECREASED	114,356	114,770	-414	0%	$5.5M	$5.6M	+$54.4K	2026-11-05
Creative Planning	DECREASED	72,327	72,960	-633	-1%	$3.5M	$3.5M	+$16.6K	2026-11-02
Wedge Capital Management L L P	DECREASED	52,104	52,452	-348	-1%	$2.5M	$2.5M	+$17.1K	2026-10-13
Deprince Race & Zollo Inc	DECREASED	46,449	48,611	-2,162	-4%	$2.3M	$2.3M	-$73.8K	2026-10-13
Principal Financial Group Inc	INCREASED	43,647	26,168	+17,479	+67%	$1.3M	$2.1M	+$868.9K	2026-11-02
Visionary Wealth Advisors	DECREASED	26,903	28,131	-1,228	-4%	$1.4M	$1.3M	-$41.6K	2026-11-04
State of New Jersey Common Pension Fund D	UNCHANGED	25,986	25,986	0	0%	$1.2M	$1.3M	+$16.9K	2026-11-05
Armstrong, Fleming & Moore, Inc	UNCHANGED	24,930	24,930	0	0%	$1.2M	$1.2M	+$16.2K	2026-10-28
Duncker Streett & Co Inc	DECREASED	21,411	23,211	-1,800	-8%	$1.1M	$1.0M	-$72.6K	2026-10-27
Cambridge Investment Research Advisors, Inc.	INCREASED	17,770	13,252	+4,518	+34%	$637.0K	$866.0K	+$229.0K	2026-11-02
Strs Ohio	INCREASED	16,800	12,000	+4,800	+40%	$577.1K	$818.8K	+$241.8K	2026-10-30
Wealth Enhancement Advisory Services, LLC	INCREASED	15,424	5,061	+10,363	+205%	$242.6K	$759.5K	+$516.9K	2026-10-13
Citigroup Inc	INCREASED	14,859	14,227	+632	+4%	$684.2K	$724.2K	+$40.1K	2026-11-04
Valeo Financial Advisors, LLC	INCREASED	12,609	12,556	+53	+0%	$603.8K	$614.6K	+$10.7K	2026-10-08
Alps Advisors Inc	NEW	11,370	—	+11,370	—	—	$554.2K	—	2026-11-03
Hennion & Walsh Asset Management, Inc.	DECREASED	10,378	10,425	-47	0%	$501.3K	$505.8K	+$4.5K	2026-10-13
Fifth Third Bancorp	UNCHANGED	9,454	9,454	0	0%	$454.6K	$460.8K	+$6.1K	2026-11-05
US Bancorp \de\	UNCHANGED	9,042	9,042	0	0%	$434.8K	$440.7K	+$5.9K	2026-11-05
Sterling Capital Management LLC	DECREASED	6,589	6,605	-16	0%	$317.6K	$321.1K	+$3.5K	2026-10-22
Arizona State Retirement System	INCREASED	6,558	6,428	+130	+2%	$309.1K	$319.6K	+$10.5K	2026-11-03
Choreo, LLC	INCREASED	6,533	6,463	+70	+1%	$310.8K	$318.4K	+$7.6K	2026-10-28
City State Bank	UNCHANGED	3,062	3,062	0	0%	$147.3K	$149.2K	+$2.0K	2026-10-20
Parkside Financial Bank & Trust	INCREASED	1,573	1,256	+317	+25%	$60.4K	$76.7K	+$16.3K	2026-10-27
Signaturefd, LLC	INCREASED	1,465	1,454	+11	+1%	$69.9K	$71.4K	+$1.5K	2026-10-23
Nisa Investment Advisors, LLC	INCREASED	1,170	860	+310	+36%	$41.4K	$57.0K	+$15.7K	2026-10-20
State of Alaska, Department of Revenue	UNCHANGED	958	958	0	0%	$46.0K	$46	-$46.0K	2026-10-15
USA Financial Formulas	NEW	814	—	+814	—	—	$39.7K	—	2026-10-16
Hickory Point Bank & Trust	UNCHANGED	696	696	0	0%	$33.5K	$33.9K	+$452	2026-10-01
Parallel Advisors, LLC	INCREASED	621	549	+72	+13%	$26.4K	$30.3K	+$3.9K	2026-11-03
Larson Financial Group LLC	INCREASED	572	3	+569	+18967%	$144	$27.9K	+$27.7K	2026-11-05
Gamma Investing LLC	DECREASED	505	516	-11	-2%	$24.8K	$24.6K	-$200	2026-10-08
Versant Capital Management, Inc	UNCHANGED	499	499	0	0%	$24.0K	$24.3K	+$324	2026-10-02
Westside Investment Management, Inc.	UNCHANGED	430	430	0	0%	$20.7K	$21.5K	+$813	2026-11-02
KFG LLC	NEW	355	—	+355	—	—	$17.3K	—	2026-11-02
Farther Finance Advisors, LLC	INCREASED	351	304	+47	+15%	$14.6K	$17.1K	+$2.5K	2026-10-08
Pinnacle Wealth Planning Services, Inc.	UNCHANGED	328	328	0	0%	$15.8K	$16.0K	+$213	2026-10-27
IFP Advisors, Inc	UNCHANGED	269	269	0	0%	$12.9K	$13.1K	+$175	2026-10-16
EverSource Wealth Advisors, LLC	INCREASED	258	240	+18	+8%	$11.5K	$12.6K	+$1.0K	2026-11-04
State of Wyoming	NEW	206	—	+206	—	—	$10.0K	—	2026-10-28
Pension & Wealth Management Advisors, Inc.	NEW	203	—	+203	—	—	$9.9K	—	2026-10-16
Assetmark, Inc	UNCHANGED	174	174	0	0%	$8.4K	$8.5K	+$113	2026-10-21
Bare Financial Services, Inc	UNCHANGED	102	102	0	0%	$4.9K	$5.0K	+$66	2026-11-04
Fortitude Family Office, LLC	INCREASED	83	35	+48	+137%	$1.7K	$4.0K	+$2.4K	2026-10-14
Essential Partners LLC	UNCHANGED	65	65	0	0%	$3.1K	$3.2K	+$42	2026-10-14
Clark Wealth Partners	NEW	62	—	+62	—	—	$3.0K	—	2026-10-19
Torren Management, LLC	UNCHANGED	54	54	0	0%	$2.6K	$2.6K	+$35	2026-10-29
Root Financial Partners, LLC	NEW	53	—	+53	—	—	$2.6K	—	2026-10-21
Private Wealth Management Group, LLC	UNCHANGED	29	29	0	0%	$1.4K	$1.4K	+$19	2026-10-19
True Wealth Design, LLC	UNCHANGED	27	27	0	0%	$1.3K	$1.3K	+$17	2026-10-13
Trust Co	UNCHANGED	15	15	0	0%	$726	$736	+$10	2026-10-09
Covestor Ltd	INCREASED	10	8	+2	+25%	$0	$1	+$1	2026-10-30
MassMutual Private Wealth & Trust, FSB	UNCHANGED	10	10	0	0%	$481	$487	+$6	2026-10-05
SJS Investment Consulting Inc.	INCREASED	7	6	+1	+17%	$289	$342	+$53	2026-10-26
Provenance Wealth Advisors, LLC	NEW	6	—	+6	—	—	$292	—	2026-10-30
Capital Advisors, Ltd. LLC	UNCHANGED	4	4	0	0%	$0	$0	$0	2026-10-27
GK Wealth Management LLC	NEW	2	—	+2	—	—	$137	—	2026-10-09
Thrivent Financial for Lutherans	CLOSED	0	6,469	-6,469	-100%	$311.0K	$0	-$311.0K	2026-11-05
New York State Teachers Retirement System	CLOSED	0	2,076	-2,076	-100%	$100.0K	$0	-$100.0K	2026-10-22
BlackRock, Inc.	N/A	—	2,375,794	-2,375,794	-100%	$114.3M	—	—	—
Ballentine Partners, LLC	N/A	—	1,670,229	-1,670,229	-100%	$80.3M	—	—	—
Vanguard Capital Management LLC	N/A	—	1,072,533	-1,072,533	-100%	$51.6M	—	—	—
American Century Companies Inc	N/A	—	751,124	-751,124	-100%	$36.1M	—	—	—
Geode Capital Management, LLC	N/A	—	659,157	-659,157	-100%	$31.7M	—	—	—
State Street Corp	N/A	—	584,436	-584,436	-100%	$28.1M	—	—	—
Wellington Management Group LLP	N/A	—	503,186	-503,186	-100%	$24.2M	—	—	—
Boston Partners	N/A	—	459,139	-459,139	-100%	$22.1M	—	—	—
GW&K Investment Management, LLC	N/A	—	414,566	-414,566	-100%	$19.9M	—	—	—
Vanguard Portfolio Management LLC	N/A	—	344,995	-344,995	-100%	$16.6M	—	—	—
Northern Trust Corp	N/A	—	249,147	-249,147	-100%	$12.0M	—	—	—
Goldman Sachs Group Inc	N/A	—	224,431	-224,431	-100%	$10.8M	—	—	—
Manufacturers Life Insurance Company, the	N/A	—	205,999	-205,999	-100%	$9.9M	—	—	—
Charles Schwab Investment Management Inc	N/A	—	202,760	-202,760	-100%	$9.8M	—	—	—
JPMorgan Chase & Co	N/A	—	170,861	-170,861	-100%	$8.2M	—	—	—
Bridgeway Capital Management, LLC	N/A	—	165,913	-165,913	-100%	$8.0M	—	—	—
Rhino Investment Partners, Inc	N/A	—	165,818	-165,818	-100%	$8.0M	—	—	—
Hotchkis & Wiley Capital Management LLC	N/A	—	163,484	-163,484	-100%	$7.9M	—	—	—
Vanguard Fiduciary Trust Co	N/A	—	159,983	-159,983	-100%	$7.7M	—	—	—
Endeavour Capital Advisors Inc	N/A	—	157,934	-157,934	-100%	$7.6M	—	—	—
Gendell Jeffrey L	N/A	—	137,473	-137,473	-100%	$6.6M	—	—	—
AQR Capital Management LLC	N/A	—	135,673	-135,673	-100%	$6.5M	—	—	—
Siena Capital Partners GP, LLC	N/A	—	128,404	-128,404	-100%	$6.2M	—	—	—
Empowered Funds, LLC	N/A	—	114,413	-114,413	-100%	$5.5M	—	—	—
Maltese Capital Management LLC	N/A	—	105,700	-105,700	-100%	$5.1M	—	—	—
Cozad Asset Management Inc	N/A	—	102,470	-102,470	-100%	$4.9M	—	—	—
Two Sigma Investments, LP	N/A	—	100,382	-100,382	-100%	$4.8M	—	—	—
Western Wealth Management, LLC	N/A	—	84,964	-84,964	-100%	$4.1M	—	—	—
Wells Fargo & Company	N/A	—	80,910	-80,910	-100%	$3.9M	—	—	—
Morgan Stanley	N/A	—	74,154	-74,154	-100%	$3.6M	—	—	—
Moneta Group Investment Advisors LLC	N/A	—	66,368	-66,368	-100%	$3.2M	—	—	—
Citadel Advisors LLC	N/A	—	62,757	-62,757	-100%	$3.0M	—	—	—
Russell Investments Group, Ltd.	N/A	—	62,528	-62,528	-100%	$3.0M	—	—	—
Tudor Investment Corp ET AL	N/A	—	53,084	-53,084	-100%	$2.6M	—	—	—
Swiss National Bank	N/A	—	46,700	-46,700	-100%	$2.2M	—	—	—
Nuveen, LLC	N/A	—	45,957	-45,957	-100%	$2.2M	—	—	—
Prudential Financial Inc	N/A	—	45,165	-45,165	-100%	$2.2M	—	—	—
Ameriprise Financial Inc	N/A	—	44,657	-44,657	-100%	$2.1M	—	—	—
UBS Asset Management Americas LLC	N/A	—	39,986	-39,986	-100%	$1.9M	—	—	—
Fisher Asset Management, LLC	N/A	—	39,395	-39,395	-100%	$1.9M	—	—	—
Quantinno Capital Management LP	N/A	—	37,344	-37,344	-100%	$1.8M	—	—	—
Victory Capital Management Inc	N/A	—	33,600	-33,600	-100%	$1.6M	—	—	—
HoldCo Asset Management, LPA	N/A	—	33,284	-33,284	-100%	$1.6M	—	—	—
Raymond James Financial Inc	N/A	—	31,570	-31,570	-100%	$1.5M	—	—	—
Rhumbline Advisers	N/A	—	28,827	-28,827	-100%	$1.4M	—	—	—
Mariner, LLC	N/A	—	28,591	-28,591	-100%	$1.4M	—	—	—
California State Teachers Retirement System	N/A	—	28,548	-28,548	-100%	$1.4M	—	—	—
Arrowstreet Capital, Limited Partnership	N/A	—	28,285	-28,285	-100%	$1.4M	—	—	—
Invesco Ltd.	N/A	—	27,476	-27,476	-100%	$1.3M	—	—	—
Martingale Asset Management L P	N/A	—	25,817	-25,817	-100%	$1.2M	—	—	—
Alliancebernstein L.P.	N/A	—	25,045	-25,045	-100%	$1.0M	—	—	—
Deutsche Bank Ag\	N/A	—	24,400	-24,400	-100%	$1.2M	—	—	—
Globeflex Capital L P	N/A	—	23,714	-23,714	-100%	$1.1M	—	—	—
Bank of America Corp	N/A	—	23,356	-23,356	-100%	$1.1M	—	—	—
MAI Capital Management	N/A	—	20,301	-20,301	-100%	$976.3K	—	—	—
Price T Rowe Associates Inc	N/A	—	20,235	-20,235	-100%	$974.0K	—	—	—
Cetera Investment Advisers	N/A	—	17,559	-17,559	-100%	$844.4K	—	—	—
State of Wisconsin Investment Board	N/A	—	16,962	-16,962	-100%	$815.7K	—	—	—
FMR LLC	N/A	—	16,825	-16,825	-100%	$809.1K	—	—	—
UBS Group AG	N/A	—	16,377	-16,377	-100%	$787.6K	—	—	—
Vanguard Asset Management, Ltd	N/A	—	15,086	-15,086	-100%	$725.5K	—	—	—
Legal & General Group Plc	N/A	—	15,016	-15,016	-100%	$722.1K	—	—	—
MetLife Investment Management, LLC	N/A	—	14,374	-14,374	-100%	$691.2K	—	—	—
Canada Pension Plan Investment Board	N/A	—	13,800	-13,800	-100%	$663.6K	—	—	—
Jupiter Topco LLC	N/A	—	13,588	-13,588	-100%	$654.2K	—	—	—
Mercer Global Advisors Inc	N/A	—	13,013	-13,013	-100%	$625.8K	—	—	—
Sequoia Financial Advisors, LLC	N/A	—	12,320	-12,320	-100%	$592.5K	—	—	—
IEQ Capital, LLC	N/A	—	12,218	-12,218	-100%	$587.6K	—	—	—
HSBC Holdings PLC	N/A	—	11,966	-11,966	-100%	$574.0K	—	—	—
SG Americas Securities, LLC	N/A	—	11,541	-11,541	-100%	$555.0K	—	—	—
Estate Counselors, LLC	N/A	—	11,385	-11,385	-100%	$547.5K	—	—	—
Mirae Asset Global Etfs Holdings Ltd.	N/A	—	11,343	-11,343	-100%	$545.5K	—	—	—
Franklin Resources Inc	N/A	—	11,147	-11,147	-100%	$536.1K	—	—	—
Connor, Clark & Lunn Investment Management Ltd.	N/A	—	10,761	-10,761	-100%	$517.5K	—	—	—
Universal- Beteiligungs- und Servicegesellschaft mbH	N/A	—	10,524	-10,524	-100%	$506.1K	—	—	—
Vanguard Global Advisers, LLC	N/A	—	10,262	-10,262	-100%	$493.5K	—	—	—
New York State Common Retirement Fund	N/A	—	10,188	-10,188	-100%	$489.9K	—	—	—
Barclays PLC	N/A	—	10,062	-10,062	-100%	$483.9K	—	—	—
Millennium Management LLC	N/A	—	9,920	-9,920	-100%	$477.1K	—	—	—
First Trust Advisors LP	N/A	—	9,831	-9,831	-100%	$472.8K	—	—	—
Balyasny Asset Management L.P.	N/A	—	9,480	-9,480	-100%	$455.9K	—	—	—
SEI Investments Co	N/A	—	8,585	-8,585	-100%	$412.9K	—	—	—
Vanguard Investments Australia, Ltd.	N/A	—	8,145	-8,145	-100%	$391.7K	—	—	—
Zurcher Kantonalbank (Zurich Cantonalbank)	N/A	—	7,743	-7,743	-100%	$372.4K	—	—	—
Susquehanna Fundamental Investments, LLC	N/A	—	7,657	-7,657	-100%	$368.2K	—	—	—
KLP Kapitalforvaltning AS	N/A	—	7,300	-7,300	-100%	$351.1K	—	—	—
Police & Firemen's Retirement System of New Jersey	N/A	—	7,265	-7,265	-100%	$349.4K	—	—	—
CarsonAllaria Wealth Management, Ltd.	N/A	—	6,513	-6,513	-100%	$313.2K	—	—	—
LPL Financial LLC	N/A	—	6,188	-6,188	-100%	$297.6K	—	—	—
Federated Hermes, Inc.	N/A	—	5,953	-5,953	-100%	$286.3K	—	—	—
State Board of Administration of Florida Retirement System	N/A	—	5,790	-5,790	-100%	$278.4K	—	—	—
Voya Investment Management LLC	N/A	—	5,338	-5,338	-100%	$256.7K	—	—	—
Intech Investment Management LLC	N/A	—	4,902	-4,902	-100%	$235.7K	—	—	—
Teacher Retirement System of Texas	N/A	—	4,837	-4,837	-100%	$232.6K	—	—	—
Equitable Holdings, Inc.	N/A	—	4,500	-4,500	-100%	$216.4K	—	—	—
PNC Financial Services Group, Inc.	N/A	—	4,268	-4,268	-100%	$205.2K	—	—	—
XTX Topco Ltd	N/A	—	4,178	-4,178	-100%	$200.9K	—	—	—
BNP Paribas Financial Markets	N/A	—	3,966	-3,966	-100%	$190.7K	—	—	—
Canada Life Assurance Co	N/A	—	3,710	-3,710	-100%	$178.0K	—	—	—
PL Capital Advisors, LLCA	N/A	—	3,344	-3,344	-100%	$160.8K	—	—	—
Jones Financial Companies Lllp	N/A	—	2,755	-2,755	-100%	$132.6K	—	—	—
Hills Bank & Trust Co	N/A	—	2,364	-2,364	-100%	$113.7K	—	—	—
Ameritas Investment Partners, Inc.	N/A	—	2,236	-2,236	-100%	$107.5K	—	—	—
Arax Advisory Partners	N/A	—	1,972	-1,972	-100%	$94.8K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	1,744	-1,744	-100%	$83.9K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	1,407	-1,407	-100%	$67.7K	—	—	—
Quantbot Technologies LP	N/A	—	1,284	-1,284	-100%	$61.7K	—	—	—
Royal Bank of Canada	N/A	—	784	-784	-100%	$38.0K	—	—	—
Osaic Holdings, Inc.	N/A	—	495	-495	-100%	$23.8K	—	—	—
Allworth Financial LP	N/A	—	346	-346	-100%	$16.6K	—	—	—
BNP Paribas Asset Management Holding S.A.	N/A	—	248	-248	-100%	$11.9K	—	—	—
Optiver Holding B.V.	N/A	—	216	-216	-100%	$10.4K	—	—	—
LOS Angeles Capital Management LLC	N/A	—	165	-165	-100%	$7.9K	—	—	—
Clearstead Advisors, LLC	N/A	—	83	-83	-100%	$4.0K	—	—	—
Rothschild Investment LLC	N/A	—	71	-71	-100%	$3.4K	—	—	—
Zions Bancorporation, National Association	N/A	—	25	-25	-100%	$1.2K	—	—	—
Raffa Wealth Management, LLC	N/A	—	17	-17	-100%	$818	—	—	—
Quarry LP	N/A	—	14	-14	-100%	$673	—	—	—
Bruce G. Allen Investments, LLC	N/A	—	14	-14	-100%	$673	—	—	—

Showing 178 of 178 institutions