Northrim Bancorp Inc (NRIM)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

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

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Dimensional Fund Advisors LP

INCREASED

Shares1,219,297 from 1,210,516

Change+8,781 (+1%)

Value$29.5M (-$4.0M)

Filed 2026-11-04

Geode Capital Management, LLC

INCREASED

Shares821,665 from 815,361

Change+6,304 (+1%)

Value$19.9M (-$2.7M)

Filed 2026-11-06

Alaska Wealth Advisors, LLC

UNCHANGED

Shares305,721 from 305,721

Change0 (0%)

Value$7.4M (-$1.1M)

Filed 2026-11-09

LSV Asset Management

DECREASED

Shares184,360 from 214,960

Change-30,600 (-14%)

Value$4.5K (-$6.0M)

Filed 2026-11-06

Bank of New York Mellon Corp

INCREASED

Shares161,815 from 143,642

Change+18,173 (+13%)

Value$3.9M (-$63.9K)

Filed 2026-11-05

Rosenthal | Henry Capital Advisors, Inc.

UNCHANGED

Shares99,870 from 99,870

Change0 (0%)

Value$2.4M (-$350.5K)

Filed 2026-10-27

Russell Investments Group, Ltd.

INCREASED

Shares91,819 from 91,622

Change+197 (+0%)

Value$2.2M (-$316.8K)

Filed 2026-11-06

Barclays PLC

INCREASED

Shares76,141 from 73,930

Change+2,211 (+3%)

Value$1.8M (-$205.9K)

Filed 2026-11-06

Y-Intercept (Hong Kong) Ltd

INCREASED

Shares73,246 from 24,870

Change+48,376 (+195%)

Value$1.8M (+$1.1M)

Filed 2026-10-16

Commonwealth Equity Services, LLC

DECREASED

Shares66,627 from 67,807

Change-1,180 (-2%)

Value$1.6M (-$266.6K)

Filed 2026-11-02

Villanova Investment Management Co

UNCHANGED

Shares59,561 from 59,561

Change0 (0%)

Value$1.4M (-$209.1K)

Filed 2026-11-02

Caldwell Sutter Capital, Inc.

DECREASED

Shares45,719 from 46,204

Change-485 (-1%)

Value$1.1M (-$173.9K)

Filed 2026-11-09

Wavvest Wealth LLC

NEW

Shares41,237

Change+41,237

Value$999.2K

Filed 2026-10-21

Bailard, Inc.

UNCHANGED

Shares36,900 from 36,900

Change0 (0%)

Value$894.1K (-$129.5K)

Filed 2026-10-13

SummerHaven Investment Management, LLC

INCREASED

Shares33,597 from 30,516

Change+3,081 (+10%)

Value$814.1K (-$32.5K)

Filed 2026-10-19

Creative Planning

INCREASED

Shares26,878 from 20,861

Change+6,017 (+29%)

Value$651.3K (+$72.6K)

Filed 2026-11-02

D.A. Davidson & Co.

UNCHANGED

Shares26,400 from 26,400

Change0 (0%)

Value$639.7K (-$92.7K)

Filed 2026-10-28

Citigroup Inc

DECREASED

Shares22,276 from 30,940

Change-8,664 (-28%)

Value$539.7K (-$318.5K)

Filed 2026-11-04

Alps Advisors Inc

DECREASED

Shares22,237 from 22,285

Change-48 (0%)

Value$538.8K (-$79.4K)

Filed 2026-11-03

Farther Finance Advisors, LLC

INCREASED

Shares19,262 from 19,199

Change+63 (+0%)

Value$466.7K (-$65.9K)

Filed 2026-10-08

Deutsche Bank Ag\

DECREASED

Shares18,934 from 21,659

Change-2,725 (-13%)

Value$458.8K (-$142.1K)

Filed 2026-11-06

Sunpointe, LLC

UNCHANGED

Shares17,388 from 17,388

Change0 (0%)

Value$421.3K (-$61.0K)

Filed 2026-10-22

Summit Global Investments

UNCHANGED

Shares17,262 from 17,262

Change0 (0%)

Value$418 (-$478.6K)

Filed 2026-10-28

Ritholtz Wealth Management

INCREASED

Shares14,936 from 14,868

Change+68 (+0%)

Value$361.9K (-$50.5K)

Filed 2026-11-05

Mindset Wealth Management, LLC

UNCHANGED

Shares11,252 from 11,252

Change0 (0%)

Value$272.6K (-$39.5K)

Filed 2026-10-19

Noesis Capital Mangement Corp

UNCHANGED

Shares10,364 from 10,364

Change0 (0%)

Value$251.1K (-$36.4K)

Filed 2026-10-26

Concurrent Investment Advisors, LLC

INCREASED

Shares10,347 from 10,054

Change+293 (+3%)

Value$250.7K (-$28.2K)

Filed 2026-10-16

Sowell Financial Services LLC

UNCHANGED

Shares10,224 from 10,224

Change0 (0%)

Value$247.7K (-$35.9K)

Filed 2026-10-23

Hohimer Wealth Management, LLC

INCREASED

Shares9,812 from 9,500

Change+312 (+3%)

Value$237.7K (-$25.8K)

Filed 2026-11-04

Bank of Montreal

NEW

Shares9,415

Change+9,415

Value$228.1K

Filed 2026-11-09

Spire Wealth Management

DECREASED

Shares6,000 from 6,300

Change-300 (-5%)

Value$145.4K (-$29.4K)

Filed 2026-10-30

Police & Firemen's Retirement System of New Jersey

DECREASED

Shares5,707 from 7,236

Change-1,529 (-21%)

Value$138.3K (-$62.4K)

Filed 2026-11-09

Cypress Capital Management LLC (WY)

INCREASED

Shares4,520 from 4,490

Change+30 (+1%)

Value$109.5K (-$15.0K)

Filed 2026-11-09

Nisa Investment Advisors, LLC

DECREASED

Shares1,573 from 4,983

Change-3,410 (-68%)

Value$38.1K (-$100.1K)

Filed 2026-10-20

IFP Advisors, Inc

UNCHANGED

Shares1,375 from 1,375

Change0 (0%)

Value$33.3K (-$4.8K)

Filed 2026-10-16

Harbour Investments, Inc.

UNCHANGED

Shares1,344 from 1,344

Change0 (0%)

Value$32.6K (-$4.7K)

Filed 2026-11-09

Assetmark, Inc

INCREASED

Shares1,306 from 1,281

Change+25 (+2%)

Value$31.6K (-$3.9K)

Filed 2026-10-21

Versant Capital Management, Inc

INCREASED

Shares1,233 from 348

Change+885 (+254%)

Value$29.9K (+$20.2K)

Filed 2026-10-02

Signaturefd, LLC

UNCHANGED

Shares1,036 from 1,036

Change0 (0%)

Value$25.1K (-$3.6K)

Filed 2026-10-23

Financial Management Professionals, Inc.

UNCHANGED

Shares1,005 from 1,005

Change0 (0%)

Value$24.4K (-$3.5K)

Filed 2026-10-23

State of Alaska, Department of Revenue

UNCHANGED

Shares892 from 892

Change0 (0%)

Value$21 (-$3)

Filed 2026-10-15

Gamma Investing LLC

UNCHANGED

Shares695 from 695

Change0 (0%)

Value$16.8K (-$2.4K)

Filed 2026-10-08

Sterling Capital Management LLC

INCREASED

Shares449 from 420

Change+29 (+7%)

Value$10.9K (-$772)

Filed 2026-10-22

Financial Consulate, Inc

NEW

Shares372

Change+372

Value$9.0K

Filed 2026-10-23

Allworth Financial LP

UNCHANGED

Shares341 from 341

Change0 (0%)

Value$9.5K ($0)

Filed 2026-11-06

PNC Financial Services Group, Inc.

UNCHANGED

Shares145 from 145

Change0 (0%)

Value$3.5K (-$510)

Filed 2026-11-06

EverSource Wealth Advisors, LLC

INCREASED

Shares128 from 114

Change+14 (+12%)

Value$3.1K (-$60)

Filed 2026-11-04

Clearstead Advisors, LLC

INCREASED

Shares123 from 106

Change+17 (+16%)

Value$3.0K (+$40)

Filed 2026-11-06

Larson Financial Group LLC

INCREASED

Shares100 from 15

Change+85 (+567%)

Value$2.4K (+$2.0K)

Filed 2026-11-05

SJS Investment Consulting Inc.

INCREASED

Shares97 from 3

Change+94 (+3133%)

Value$2.4K (+$2.3K)

Filed 2026-10-26

Parkside Financial Bank & Trust

NEW

Shares80

Change+80

Value$1.9K

Filed 2026-10-27

Rossby Financial, LCC

INCREASED

Shares80 from 40

Change+40 (+100%)

Value$1.9K (+$828)

Filed 2026-11-05

Root Financial Partners, LLC

NEW

Shares66

Change+66

Value$1.6K

Filed 2026-10-21

Essential Partners LLC

UNCHANGED

Shares46 from 46

Change0 (0%)

Value$1.1K (-$161)

Filed 2026-10-14

Simplex Trading, LLC

NEW

Shares41

Change+41

Value$993

Filed 2026-11-04

SBI Securities Co., Ltd.

UNCHANGED

Shares32 from 32

Change0 (0%)

Value$775 (-$113)

Filed 2026-10-22

Fifth Third Bancorp

DECREASED

Shares30 from 163

Change-133 (-82%)

Value$727 (-$3.8K)

Filed 2026-11-05

Covestor Ltd

UNCHANGED

Shares22 from 22

Change0 (0%)

Value$1 ($0)

Filed 2026-10-30

Cullen T Bankers, Inc.

UNCHANGED

Shares1 from 1

Change0 (0%)

Value$13 (-$1)

Filed 2026-10-28

Principal Financial Group Inc

CLOSED

Shares0 from 48,297

Change-48,297 (-100%)

Value$0 (-$1.3M)

Filed 2026-11-02

Thrivent Financial for Lutherans

CLOSED

Shares0 from 10,312

Change-10,312 (-100%)

Value$0 (-$286.0K)

Filed 2026-11-05

Semanteon Capital Management, LP

CLOSED

Shares0 from 9,127

Change-9,127 (-100%)

Value$0 (-$253.2K)

Filed 2026-11-09

Diversified Trust Co

CLOSED

Shares0 from 7,799

Change-7,799 (-100%)

Value$0 (-$216.3K)

Filed 2026-11-06

Heritage Trust Co

CLOSED

Shares0 from 7,408

Change-7,408 (-100%)

Value$0 (-$205.5K)

Filed 2026-11-09

Caitong International Asset Management Co., Ltd

CLOSED

Shares0 from 9

Change-9 (-100%)

Value$0 (-$250)

Filed 2026-10-29

Wealth Enhancement Trust Services, Inc.

CLOSED

Shares0 from 9

Change-9 (-100%)

Value$0 (-$250)

Filed 2026-10-07

Stone House Investment Management, LLC

CLOSED

Shares0 from 3

Change-3 (-100%)

Value$0 (-$83)

Filed 2026-10-23

BlackRock, Inc.

N/A

Shares— from 2,926,599

Change-2,926,599 (-100%)

Value—

Vanguard Capital Management LLC

N/A

Shares— from 948,559

Change-948,559 (-100%)

Value—

American Century Companies Inc

N/A

Shares— from 857,671

Change-857,671 (-100%)

Value—

Manufacturers Life Insurance Company, the

N/A

Shares— from 789,126

Change-789,126 (-100%)

Value—

State Street Corp

N/A

Shares— from 668,901

Change-668,901 (-100%)

Value—

Vanguard Portfolio Management LLC

N/A

Shares— from 562,928

Change-562,928 (-100%)

Value—

De Lisle Partners LLP

N/A

Shares— from 476,019

Change-476,019 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 352,024

Change-352,024 (-100%)

Value—

Punch & Associates Investment Management, Inc.

N/A

Shares— from 342,960

Change-342,960 (-100%)

Value—

Arrowstreet Capital, Limited Partnership

N/A

Shares— from 333,702

Change-333,702 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 285,982

Change-285,982 (-100%)

Value—

Boston Partners

N/A

Shares— from 253,176

Change-253,176 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 229,625

Change-229,625 (-100%)

Value—

Franklin Resources Inc

N/A

Shares— from 220,538

Change-220,538 (-100%)

Value—

Waverly Advisors, LLC

N/A

Shares— from 210,662

Change-210,662 (-100%)

Value—

Connor, Clark & Lunn Investment Management Ltd.

N/A

Shares— from 198,965

Change-198,965 (-100%)

Value—

Huber Capital Management LLC

N/A

Shares— from 192,656

Change-192,656 (-100%)

Value—

Jupiter Topco LLC

N/A

Shares— from 187,522

Change-187,522 (-100%)

Value—

Two Sigma Investments, LP

N/A

Shares— from 179,293

Change-179,293 (-100%)

Value—

Bridgeway Capital Management, LLC

N/A

Shares— from 163,119

Change-163,119 (-100%)

Value—

Vanguard Fiduciary Trust Co

N/A

Shares— from 148,516

Change-148,516 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 143,496

Change-143,496 (-100%)

Value—

AQR Capital Management LLC

N/A

Shares— from 142,213

Change-142,213 (-100%)

Value—

First Manhattan Co. Llc.

N/A

Shares— from 130,018

Change-130,018 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 128,703

Change-128,703 (-100%)

Value—

Ancora Advisors LLCA

N/A

Shares— from 126,214

Change-126,214 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 120,994

Change-120,994 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 102,578

Change-102,578 (-100%)

Value—

Elizabeth Park Capital Advisors, Ltd.

N/A

Shares— from 102,268

Change-102,268 (-100%)

Value—

Empowered Funds, LLC

N/A

Shares— from 90,728

Change-90,728 (-100%)

Value—

Panagora Asset Management Inc

N/A

Shares— from 84,090

Change-84,090 (-100%)

Value—

First Trust Advisors LP

N/A

Shares— from 81,781

Change-81,781 (-100%)

Value—

UBS Group AG

N/A

Shares— from 70,545

Change-70,545 (-100%)

Value—

Lazard Asset Management LLC

N/A

Shares— from 69,708

Change-69,708 (-100%)

Value—

Charles Schwab Investment Management Inc

N/A

Shares— from 63,067

Change-63,067 (-100%)

Value—

Nuveen, LLC

N/A

Shares— from 51,242

Change-51,242 (-100%)

Value—

Quantinno Capital Management LP

N/A

Shares— from 50,311

Change-50,311 (-100%)

Value—

Tudor Investment Corp ET AL

N/A

Shares— from 44,804

Change-44,804 (-100%)

Value—

Martingale Asset Management L P

N/A

Shares— from 44,146

Change-44,146 (-100%)

Value—

Victory Capital Management Inc

N/A

Shares— from 43,000

Change-43,000 (-100%)

Value—

Man Group plc

N/A

Shares— from 40,017

Change-40,017 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 39,556

Change-39,556 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 39,473

Change-39,473 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 34,616

Change-34,616 (-100%)

Value—

Bayview Asset Management, LLC

N/A

Shares— from 32,663

Change-32,663 (-100%)

Value—

Price T Rowe Associates Inc

N/A

Shares— from 30,921

Change-30,921 (-100%)

Value—

Millennium Management LLC

N/A

Shares— from 30,197

Change-30,197 (-100%)

Value—

LOS Angeles Capital Management LLC

N/A

Shares— from 28,622

Change-28,622 (-100%)

Value—

Magnetar Financial LLC

N/A

Shares— from 26,587

Change-26,587 (-100%)

Value—

Canada Pension Plan Investment Board

N/A

Shares— from 26,300

Change-26,300 (-100%)

Value—

Rhumbline Advisers

N/A

Shares— from 25,387

Change-25,387 (-100%)

Value—

O'shaughnessy Asset Management, LLC

N/A

Shares— from 22,707

Change-22,707 (-100%)

Value—

Point72 Asset Management, L.P.

N/A

Shares— from 22,528

Change-22,528 (-100%)

Value—

Pathstone Holdings, LLC

N/A

Shares— from 21,627

Change-21,627 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 20,261

Change-20,261 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 19,586

Change-19,586 (-100%)

Value—

Alliancebernstein L.P.

N/A

Shares— from 18,050

Change-18,050 (-100%)

Value—

Jump Financial, LLC

N/A

Shares— from 16,914

Change-16,914 (-100%)

Value—

Brevan Howard Capital Management LP

N/A

Shares— from 14,499

Change-14,499 (-100%)

Value—

Teton Advisors, LLC

N/A

Shares— from 13,600

Change-13,600 (-100%)

Value—

Benjamin Edwards Inc

N/A

Shares— from 12,608

Change-12,608 (-100%)

Value—

MetLife Investment Management, LLC

N/A

Shares— from 12,579

Change-12,579 (-100%)

Value—

State of Wisconsin Investment Board

N/A

Shares— from 11,413

Change-11,413 (-100%)

Value—

Rafferty Asset Management, LLC

N/A

Shares— from 10,890

Change-10,890 (-100%)

Value—

FMR LLC

N/A

Shares— from 10,538

Change-10,538 (-100%)

Value—

Mirae Asset Global Etfs Holdings Ltd.

N/A

Shares— from 10,199

Change-10,199 (-100%)

Value—

Vanguard Global Advisers, LLC

N/A

Shares— from 8,804

Change-8,804 (-100%)

Value—

Keystone Financial Group

N/A

Shares— from 8,680

Change-8,680 (-100%)

Value—

Entropy Technologies, LP

N/A

Shares— from 8,591

Change-8,591 (-100%)

Value—

New York State Common Retirement Fund

N/A

Shares— from 8,480

Change-8,480 (-100%)

Value—

HSBC Holdings PLC

N/A

Shares— from 8,356

Change-8,356 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 7,750

Change-7,750 (-100%)

Value—

Wealth Management Associates, Inc.

N/A

Shares— from 7,700

Change-7,700 (-100%)

Value—

SG Americas Securities, LLC

N/A

Shares— from 7,474

Change-7,474 (-100%)

Value—

Quantbot Technologies LP

N/A

Shares— from 4,963

Change-4,963 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 2,573

Change-2,573 (-100%)

Value—

Legal & General Group Plc

N/A

Shares— from 2,157

Change-2,157 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 2,088

Change-2,088 (-100%)

Value—

Federated Hermes, Inc.

N/A

Shares— from 1,980

Change-1,980 (-100%)

Value—

Ameritas Investment Partners, Inc.

N/A

Shares— from 1,816

Change-1,816 (-100%)

Value—

Aquatic Capital Management LLC

N/A

Shares— from 1,310

Change-1,310 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 1,079

Change-1,079 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 1,036

Change-1,036 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 897

Change-897 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 702

Change-702 (-100%)

Value—

UBS Asset Management Americas LLC

N/A

Shares— from 633

Change-633 (-100%)

Value—

Berthel, Fisher & Company Financial Services, Inc.

N/A

Shares— from 500

Change-500 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 400

Change-400 (-100%)

Value—

California State Teachers Retirement System

N/A

Shares— from 305

Change-305 (-100%)

Value—

Rothschild Investment LLC

N/A

Shares— from 73

Change-73 (-100%)

Value—

Optiver Holding B.V.

N/A

Shares— from 52

Change-52 (-100%)

Value—

Basecamp Wealth Advisors LLC

N/A

Shares— from 51

Change-51 (-100%)

Value—

JPL Wealth Management, LLC

N/A

Shares— from 1

Change-1 (-100%)

Value—

Keating Financial Advisory Services, Inc.

N/A

Shares— from 1

Change-1 (-100%)

Value—

Huntington National Bank

N/A

Shares— from 1

Change-1 (-100%)

Value—

	Status
Dimensional Fund Advisors LP	INCREASED	1,219,297	1,210,516	+8,781	+1%	$33.6M	$29.5M	-$4.0M	2026-11-04
Geode Capital Management, LLC	INCREASED	821,665	815,361	+6,304	+1%	$22.6M	$19.9M	-$2.7M	2026-11-06
Alaska Wealth Advisors, LLC	UNCHANGED	305,721	305,721	0	0%	$8.5M	$7.4M	-$1.1M	2026-11-09
LSV Asset Management	DECREASED	184,360	214,960	-30,600	-14%	$6.0M	$4.5K	-$6.0M	2026-11-06
Bank of New York Mellon Corp	INCREASED	161,815	143,642	+18,173	+13%	$4.0M	$3.9M	-$63.9K	2026-11-05
Rosenthal \| Henry Capital Advisors, Inc.	UNCHANGED	99,870	99,870	0	0%	$2.8M	$2.4M	-$350.5K	2026-10-27
Russell Investments Group, Ltd.	INCREASED	91,819	91,622	+197	+0%	$2.5M	$2.2M	-$316.8K	2026-11-06
Barclays PLC	INCREASED	76,141	73,930	+2,211	+3%	$2.1M	$1.8M	-$205.9K	2026-11-06
Y-Intercept (Hong Kong) Ltd	INCREASED	73,246	24,870	+48,376	+195%	$689.9K	$1.8M	+$1.1M	2026-10-16
Commonwealth Equity Services, LLC	DECREASED	66,627	67,807	-1,180	-2%	$1.9M	$1.6M	-$266.6K	2026-11-02
Villanova Investment Management Co	UNCHANGED	59,561	59,561	0	0%	$1.7M	$1.4M	-$209.1K	2026-11-02
Caldwell Sutter Capital, Inc.	DECREASED	45,719	46,204	-485	-1%	$1.3M	$1.1M	-$173.9K	2026-11-09
Wavvest Wealth LLC	NEW	41,237	—	+41,237	—	—	$999.2K	—	2026-10-21
Bailard, Inc.	UNCHANGED	36,900	36,900	0	0%	$1.0M	$894.1K	-$129.5K	2026-10-13
SummerHaven Investment Management, LLC	INCREASED	33,597	30,516	+3,081	+10%	$846.5K	$814.1K	-$32.5K	2026-10-19
Creative Planning	INCREASED	26,878	20,861	+6,017	+29%	$578.7K	$651.3K	+$72.6K	2026-11-02
D.A. Davidson & Co.	UNCHANGED	26,400	26,400	0	0%	$732.3K	$639.7K	-$92.7K	2026-10-28
Citigroup Inc	DECREASED	22,276	30,940	-8,664	-28%	$858.3K	$539.7K	-$318.5K	2026-11-04
Alps Advisors Inc	DECREASED	22,237	22,285	-48	0%	$618.2K	$538.8K	-$79.4K	2026-11-03
Farther Finance Advisors, LLC	INCREASED	19,262	19,199	+63	+0%	$532.6K	$466.7K	-$65.9K	2026-10-08
Deutsche Bank Ag\	DECREASED	18,934	21,659	-2,725	-13%	$600.8K	$458.8K	-$142.1K	2026-11-06
Sunpointe, LLC	UNCHANGED	17,388	17,388	0	0%	$482.3K	$421.3K	-$61.0K	2026-10-22
Summit Global Investments	UNCHANGED	17,262	17,262	0	0%	$479.0K	$418	-$478.6K	2026-10-28
Ritholtz Wealth Management	INCREASED	14,936	14,868	+68	+0%	$412.4K	$361.9K	-$50.5K	2026-11-05
Mindset Wealth Management, LLC	UNCHANGED	11,252	11,252	0	0%	$312.1K	$272.6K	-$39.5K	2026-10-19
Noesis Capital Mangement Corp	UNCHANGED	10,364	10,364	0	0%	$287.5K	$251.1K	-$36.4K	2026-10-26
Concurrent Investment Advisors, LLC	INCREASED	10,347	10,054	+293	+3%	$278.9K	$250.7K	-$28.2K	2026-10-16
Sowell Financial Services LLC	UNCHANGED	10,224	10,224	0	0%	$283.6K	$247.7K	-$35.9K	2026-10-23
Hohimer Wealth Management, LLC	INCREASED	9,812	9,500	+312	+3%	$263.5K	$237.7K	-$25.8K	2026-11-04
Bank of Montreal	NEW	9,415	—	+9,415	—	—	$228.1K	—	2026-11-09
Spire Wealth Management	DECREASED	6,000	6,300	-300	-5%	$174.8K	$145.4K	-$29.4K	2026-10-30
Police & Firemen's Retirement System of New Jersey	DECREASED	5,707	7,236	-1,529	-21%	$200.7K	$138.3K	-$62.4K	2026-11-09
Cypress Capital Management LLC (WY)	INCREASED	4,520	4,490	+30	+1%	$124.6K	$109.5K	-$15.0K	2026-11-09
Nisa Investment Advisors, LLC	DECREASED	1,573	4,983	-3,410	-68%	$138.2K	$38.1K	-$100.1K	2026-10-20
IFP Advisors, Inc	UNCHANGED	1,375	1,375	0	0%	$38.1K	$33.3K	-$4.8K	2026-10-16
Harbour Investments, Inc.	UNCHANGED	1,344	1,344	0	0%	$37.3K	$32.6K	-$4.7K	2026-11-09
Assetmark, Inc	INCREASED	1,306	1,281	+25	+2%	$35.5K	$31.6K	-$3.9K	2026-10-21
Versant Capital Management, Inc	INCREASED	1,233	348	+885	+254%	$9.7K	$29.9K	+$20.2K	2026-10-02
Signaturefd, LLC	UNCHANGED	1,036	1,036	0	0%	$28.7K	$25.1K	-$3.6K	2026-10-23
Financial Management Professionals, Inc.	UNCHANGED	1,005	1,005	0	0%	$27.9K	$24.4K	-$3.5K	2026-10-23
State of Alaska, Department of Revenue	UNCHANGED	892	892	0	0%	$24	$21	-$3	2026-10-15
Gamma Investing LLC	UNCHANGED	695	695	0	0%	$19.3K	$16.8K	-$2.4K	2026-10-08
Sterling Capital Management LLC	INCREASED	449	420	+29	+7%	$11.7K	$10.9K	-$772	2026-10-22
Financial Consulate, Inc	NEW	372	—	+372	—	—	$9.0K	—	2026-10-23
Allworth Financial LP	UNCHANGED	341	341	0	0%	$9.5K	$9.5K	$0	2026-11-06
PNC Financial Services Group, Inc.	UNCHANGED	145	145	0	0%	$4.0K	$3.5K	-$510	2026-11-06
EverSource Wealth Advisors, LLC	INCREASED	128	114	+14	+12%	$3.2K	$3.1K	-$60	2026-11-04
Clearstead Advisors, LLC	INCREASED	123	106	+17	+16%	$2.9K	$3.0K	+$40	2026-11-06
Larson Financial Group LLC	INCREASED	100	15	+85	+567%	$416	$2.4K	+$2.0K	2026-11-05
SJS Investment Consulting Inc.	INCREASED	97	3	+94	+3133%	$84	$2.4K	+$2.3K	2026-10-26
Parkside Financial Bank & Trust	NEW	80	—	+80	—	—	$1.9K	—	2026-10-27
Rossby Financial, LCC	INCREASED	80	40	+40	+100%	$1.1K	$1.9K	+$828	2026-11-05
Root Financial Partners, LLC	NEW	66	—	+66	—	—	$1.6K	—	2026-10-21
Essential Partners LLC	UNCHANGED	46	46	0	0%	$1.3K	$1.1K	-$161	2026-10-14
Simplex Trading, LLC	NEW	41	—	+41	—	—	$993	—	2026-11-04
SBI Securities Co., Ltd.	UNCHANGED	32	32	0	0%	$888	$775	-$113	2026-10-22
Fifth Third Bancorp	DECREASED	30	163	-133	-82%	$4.5K	$727	-$3.8K	2026-11-05
Covestor Ltd	UNCHANGED	22	22	0	0%	$1	$1	$0	2026-10-30
Cullen T Bankers, Inc.	UNCHANGED	1	1	0	0%	$14	$13	-$1	2026-10-28
Principal Financial Group Inc	CLOSED	0	48,297	-48,297	-100%	$1.3M	$0	-$1.3M	2026-11-02
Thrivent Financial for Lutherans	CLOSED	0	10,312	-10,312	-100%	$286.0K	$0	-$286.0K	2026-11-05
Semanteon Capital Management, LP	CLOSED	0	9,127	-9,127	-100%	$253.2K	$0	-$253.2K	2026-11-09
Diversified Trust Co	CLOSED	0	7,799	-7,799	-100%	$216.3K	$0	-$216.3K	2026-11-06
Heritage Trust Co	CLOSED	0	7,408	-7,408	-100%	$205.5K	$0	-$205.5K	2026-11-09
Caitong International Asset Management Co., Ltd	CLOSED	0	9	-9	-100%	$250	$0	-$250	2026-10-29
Wealth Enhancement Trust Services, Inc.	CLOSED	0	9	-9	-100%	$250	$0	-$250	2026-10-07
Stone House Investment Management, LLC	CLOSED	0	3	-3	-100%	$83	$0	-$83	2026-10-23
BlackRock, Inc.	N/A	—	2,926,599	-2,926,599	-100%	$81.2M	—	—	—
Vanguard Capital Management LLC	N/A	—	948,559	-948,559	-100%	$26.3M	—	—	—
American Century Companies Inc	N/A	—	857,671	-857,671	-100%	$23.8M	—	—	—
Manufacturers Life Insurance Company, the	N/A	—	789,126	-789,126	-100%	$21.9M	—	—	—
State Street Corp	N/A	—	668,901	-668,901	-100%	$18.6M	—	—	—
Vanguard Portfolio Management LLC	N/A	—	562,928	-562,928	-100%	$15.6M	—	—	—
De Lisle Partners LLP	N/A	—	476,019	-476,019	-100%	$13.2M	—	—	—
Ameriprise Financial Inc	N/A	—	352,024	-352,024	-100%	$9.8M	—	—	—
Punch & Associates Investment Management, Inc.	N/A	—	342,960	-342,960	-100%	$9.5M	—	—	—
Arrowstreet Capital, Limited Partnership	N/A	—	333,702	-333,702	-100%	$9.3M	—	—	—
Goldman Sachs Group Inc	N/A	—	285,982	-285,982	-100%	$7.9M	—	—	—
Boston Partners	N/A	—	253,176	-253,176	-100%	$7.0M	—	—	—
Northern Trust Corp	N/A	—	229,625	-229,625	-100%	$6.4M	—	—	—
Franklin Resources Inc	N/A	—	220,538	-220,538	-100%	$6.1M	—	—	—
Waverly Advisors, LLC	N/A	—	210,662	-210,662	-100%	$5.8M	—	—	—
Connor, Clark & Lunn Investment Management Ltd.	N/A	—	198,965	-198,965	-100%	$5.5M	—	—	—
Huber Capital Management LLC	N/A	—	192,656	-192,656	-100%	$5.3M	—	—	—
Jupiter Topco LLC	N/A	—	187,522	-187,522	-100%	$5.2M	—	—	—
Two Sigma Investments, LP	N/A	—	179,293	-179,293	-100%	$5.0M	—	—	—
Bridgeway Capital Management, LLC	N/A	—	163,119	-163,119	-100%	$4.5M	—	—	—
Vanguard Fiduciary Trust Co	N/A	—	148,516	-148,516	-100%	$4.1M	—	—	—
Morgan Stanley	N/A	—	143,496	-143,496	-100%	$4.0M	—	—	—
AQR Capital Management LLC	N/A	—	142,213	-142,213	-100%	$3.9M	—	—	—
First Manhattan Co. Llc.	N/A	—	130,018	-130,018	-100%	$3.6M	—	—	—
JPMorgan Chase & Co	N/A	—	128,703	-128,703	-100%	$3.6M	—	—	—
Ancora Advisors LLCA	N/A	—	126,214	-126,214	-100%	$3.5M	—	—	—
Citadel Advisors LLC	N/A	—	120,994	-120,994	-100%	$3.4M	—	—	—
Raymond James Financial Inc	N/A	—	102,578	-102,578	-100%	$2.8M	—	—	—
Elizabeth Park Capital Advisors, Ltd.	N/A	—	102,268	-102,268	-100%	$2.8M	—	—	—
Empowered Funds, LLC	N/A	—	90,728	-90,728	-100%	$2.5M	—	—	—
Panagora Asset Management Inc	N/A	—	84,090	-84,090	-100%	$2.3M	—	—	—
First Trust Advisors LP	N/A	—	81,781	-81,781	-100%	$2.3M	—	—	—
UBS Group AG	N/A	—	70,545	-70,545	-100%	$2.0M	—	—	—
Lazard Asset Management LLC	N/A	—	69,708	-69,708	-100%	$1.9M	—	—	—
Charles Schwab Investment Management Inc	N/A	—	63,067	-63,067	-100%	$1.7M	—	—	—
Nuveen, LLC	N/A	—	51,242	-51,242	-100%	$1.4M	—	—	—
Quantinno Capital Management LP	N/A	—	50,311	-50,311	-100%	$1.4M	—	—	—
Tudor Investment Corp ET AL	N/A	—	44,804	-44,804	-100%	$1.2M	—	—	—
Martingale Asset Management L P	N/A	—	44,146	-44,146	-100%	$1.2M	—	—	—
Victory Capital Management Inc	N/A	—	43,000	-43,000	-100%	$1.2M	—	—	—
Man Group plc	N/A	—	40,017	-40,017	-100%	$1.1M	—	—	—
Bank of America Corp	N/A	—	39,556	-39,556	-100%	$1.1M	—	—	—
Invesco Ltd.	N/A	—	39,473	-39,473	-100%	$1.1M	—	—	—
XTX Topco Ltd	N/A	—	34,616	-34,616	-100%	$960.2K	—	—	—
Bayview Asset Management, LLC	N/A	—	32,663	-32,663	-100%	$906.1K	—	—	—
Price T Rowe Associates Inc	N/A	—	30,921	-30,921	-100%	$858.0K	—	—	—
Millennium Management LLC	N/A	—	30,197	-30,197	-100%	$837.7K	—	—	—
LOS Angeles Capital Management LLC	N/A	—	28,622	-28,622	-100%	$794.0K	—	—	—
Magnetar Financial LLC	N/A	—	26,587	-26,587	-100%	$737.5K	—	—	—
Canada Pension Plan Investment Board	N/A	—	26,300	-26,300	-100%	$729.6K	—	—	—
Rhumbline Advisers	N/A	—	25,387	-25,387	-100%	$704.2K	—	—	—
O'shaughnessy Asset Management, LLC	N/A	—	22,707	-22,707	-100%	$629.9K	—	—	—
Point72 Asset Management, L.P.	N/A	—	22,528	-22,528	-100%	$624.9K	—	—	—
Pathstone Holdings, LLC	N/A	—	21,627	-21,627	-100%	$599.9K	—	—	—
Stifel Financial Corp	N/A	—	20,261	-20,261	-100%	$562.1K	—	—	—
Wells Fargo & Company	N/A	—	19,586	-19,586	-100%	$543.3K	—	—	—
Alliancebernstein L.P.	N/A	—	18,050	-18,050	-100%	$413.0K	—	—	—
Jump Financial, LLC	N/A	—	16,914	-16,914	-100%	$469.2K	—	—	—
Brevan Howard Capital Management LP	N/A	—	14,499	-14,499	-100%	$402.2K	—	—	—
Teton Advisors, LLC	N/A	—	13,600	-13,600	-100%	$377.3K	—	—	—
Benjamin Edwards Inc	N/A	—	12,608	-12,608	-100%	$349.9K	—	—	—
MetLife Investment Management, LLC	N/A	—	12,579	-12,579	-100%	$348.9K	—	—	—
State of Wisconsin Investment Board	N/A	—	11,413	-11,413	-100%	$316.6K	—	—	—
Rafferty Asset Management, LLC	N/A	—	10,890	-10,890	-100%	$302.1K	—	—	—
FMR LLC	N/A	—	10,538	-10,538	-100%	$292.3K	—	—	—
Mirae Asset Global Etfs Holdings Ltd.	N/A	—	10,199	-10,199	-100%	$282.9K	—	—	—
Vanguard Global Advisers, LLC	N/A	—	8,804	-8,804	-100%	$244.2K	—	—	—
Keystone Financial Group	N/A	—	8,680	-8,680	-100%	$240.8K	—	—	—
Entropy Technologies, LP	N/A	—	8,591	-8,591	-100%	$238.3K	—	—	—
New York State Common Retirement Fund	N/A	—	8,480	-8,480	-100%	$235.2K	—	—	—
HSBC Holdings PLC	N/A	—	8,356	-8,356	-100%	$232.7K	—	—	—
BNP Paribas Financial Markets	N/A	—	7,750	-7,750	-100%	$215.0K	—	—	—
Wealth Management Associates, Inc.	N/A	—	7,700	-7,700	-100%	$213.6K	—	—	—
SG Americas Securities, LLC	N/A	—	7,474	-7,474	-100%	$207.0K	—	—	—
Quantbot Technologies LP	N/A	—	4,963	-4,963	-100%	$137.7K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	2,573	-2,573	-100%	$71.4K	—	—	—
Legal & General Group Plc	N/A	—	2,157	-2,157	-100%	$59.8K	—	—	—
Jones Financial Companies Lllp	N/A	—	2,088	-2,088	-100%	$58.4K	—	—	—
Federated Hermes, Inc.	N/A	—	1,980	-1,980	-100%	$54.9K	—	—	—
Ameritas Investment Partners, Inc.	N/A	—	1,816	-1,816	-100%	$50.4K	—	—	—
Aquatic Capital Management LLC	N/A	—	1,310	-1,310	-100%	$36.3K	—	—	—
Royal Bank of Canada	N/A	—	1,079	-1,079	-100%	$30.0K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	1,036	-1,036	-100%	$28.7K	—	—	—
Osaic Holdings, Inc.	N/A	—	897	-897	-100%	$24.9K	—	—	—
Arax Advisory Partners	N/A	—	702	-702	-100%	$19.5K	—	—	—
UBS Asset Management Americas LLC	N/A	—	633	-633	-100%	$17.6K	—	—	—
Berthel, Fisher & Company Financial Services, Inc.	N/A	—	500	-500	-100%	$13.9K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	400	-400	-100%	$11.1K	—	—	—
California State Teachers Retirement System	N/A	—	305	-305	-100%	$8.5K	—	—	—
Rothschild Investment LLC	N/A	—	73	-73	-100%	$2.0K	—	—	—
Optiver Holding B.V.	N/A	—	52	-52	-100%	$1.4K	—	—	—
Basecamp Wealth Advisors LLC	N/A	—	51	-51	-100%	$1.4K	—	—	—
JPL Wealth Management, LLC	N/A	—	1	-1	-100%	$28	—	—	—
Keating Financial Advisory Services, Inc.	N/A	—	1	-1	-100%	$28	—	—	—
Huntington National Bank	N/A	—	1	-1	-100%	$28	—	—	—

Showing 162 of 162 institutions