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Southside Bancshares Inc (SBSI)

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
Shares1,476,585 from 1,406,812
Change+69,773 (+5%)
Value$44.4M (-$5.1M)
Filed 2026-11-04
Geode Capital Management, LLC
INCREASED
Shares741,000 from 737,957
Change+3,043 (+0%)
Value$22.3M (-$3.7M)
Filed 2026-11-06
Bank of New York Mellon Corp
INCREASED
Shares262,331 from 261,818
Change+513 (+0%)
Value$7.9M (-$1.3M)
Filed 2026-11-05
Principal Financial Group Inc
INCREASED
Shares135,650 from 135,423
Change+227 (+0%)
Value$4.1M (-$685.2K)
Filed 2026-11-02
MacKenzie Financial Corp
DECREASED
Shares109,300 from 147,700
Change-38,400 (-26%)
Value$3.3M (-$1.9M)
Filed 2026-11-02
Parkway Wealth Management Group, LLC
DECREASED
Shares73,339 from 74,109
Change-770 (-1%)
Value$2.2M (-$401.9K)
Filed 2026-10-20
Polaris Capital Management, LLC
UNCHANGED
Shares70,158 from 70,158
Change0 (0%)
Value$2.1M (-$358.5K)
Filed 2026-10-21
Creative Planning
INCREASED
Shares65,270 from 63,689
Change+1,581 (+2%)
Value$2.0M (-$277.9K)
Filed 2026-11-02
Kestrel Investment Management Corp
DECREASED
Shares65,000 from 69,000
Change-4,000 (-6%)
Value$2.0M (-$472.9K)
Filed 2026-11-02
Fisher Asset Management, LLC
UNCHANGED
Shares53,630 from 53,630
Change0 (0%)
Value$1.6M (-$274.0K)
Filed 2026-11-06
State of New Jersey Common Pension Fund D
DECREASED
Shares48,339 from 92,388
Change-44,049 (-48%)
Value$1.5M (-$1.8M)
Filed 2026-11-05
Pinnacle Associates LTD
INCREASED
Shares43,398 from 41,574
Change+1,824 (+4%)
Value$1.3M (-$157.6K)
Filed 2026-10-20
Wedge Capital Management L L P
INCREASED
Shares32,536 from 25,157
Change+7,379 (+29%)
Value$978.7K (+$93.4K)
Filed 2026-10-13
Deutsche Bank Ag\
DECREASED
Shares28,155 from 31,443
Change-3,288 (-10%)
Value$846.9K (-$259.6K)
Filed 2026-11-06
Solutions 4 Wealth, Ltd
UNCHANGED
Shares24,242 from 24,242
Change0 (0%)
Value$729.2K (-$123.9K)
Filed 2026-11-03
LPL Financial LLC
DECREASED
Shares22,231 from 22,727
Change-496 (-2%)
Value$668.7K (-$131.1K)
Filed 2026-11-06
Hennion & Walsh Asset Management, Inc.
INCREASED
Shares21,357 from 19,720
Change+1,637 (+8%)
Value$642.4K (-$51.5K)
Filed 2026-10-13
Thrivent Financial for Lutherans
DECREASED
Shares18,011 from 18,365
Change-354 (-2%)
Value$542 (-$645.5K)
Filed 2026-11-05
Fifth Third Bancorp
INCREASED
Shares17,440 from 15,140
Change+2,300 (+15%)
Value$524.6K (-$8.2K)
Filed 2026-11-05
Citigroup Inc
DECREASED
Shares16,426 from 23,442
Change-7,016 (-30%)
Value$494.1K (-$330.8K)
Filed 2026-11-04
Russell Investments Group, Ltd.
INCREASED
Shares16,219 from 15,740
Change+479 (+3%)
Value$487.9K (-$66.0K)
Filed 2026-11-06
Illinois Municipal Retirement Fund
DECREASED
Shares14,807 from 15,105
Change-298 (-2%)
Value$445.4K (-$86.2K)
Filed 2026-11-05
Barclays PLC
INCREASED
Shares14,531 from 9,958
Change+4,573 (+46%)
Value$437.1K (+$86.7K)
Filed 2026-11-06
Louisiana State Employees Retirement System
DECREASED
Shares12,100 from 12,300
Change-200 (-2%)
Value$364.0K (-$68.9K)
Filed 2026-10-20
Strs Ohio
NEW
Shares11,600
Change+11,600
Value$348.9K
Filed 2026-10-30
Redwood Family Wealth LLC
INCREASED
Shares11,192 from 11,182
Change+10 (+0%)
Value$336.7K (-$56.8K)
Filed 2026-10-20
Bill Few Associates, Inc.
INCREASED
Shares10,926 from 10,444
Change+482 (+5%)
Value$328.7K (-$38.9K)
Filed 2026-10-09
Naples Global Advisors, LLC
INCREASED
Shares10,709 from 10,209
Change+500 (+5%)
Value$322.1K (-$37.1K)
Filed 2026-11-05
Gibson Wealth Advisors LLC
UNCHANGED
Shares9,856 from 9,856
Change0 (0%)
Value$296.5K (-$50.4K)
Filed 2026-10-20
PNC Financial Services Group, Inc.
INCREASED
Shares9,233 from 9,167
Change+66 (+1%)
Value$277.7K (-$44.9K)
Filed 2026-11-06
Jamison Private Wealth Management, Inc.
INCREASED
Shares9,092 from 9,083
Change+9 (+0%)
Value$273.5K (-$46.1K)
Filed 2026-10-14
Pinnacle Wealth Management Advisory Group, LLC
INCREASED
Shares8,742 from 8,718
Change+24 (+0%)
Value$263.0K (-$43.8K)
Filed 2026-10-23
Arizona State Retirement System
INCREASED
Shares7,959 from 7,797
Change+162 (+2%)
Value$239.4K (-$35.0K)
Filed 2026-11-03
Ackerman Capital Advisors, LLC
UNCHANGED
Shares7,438 from 7,438
Change0 (0%)
Value$223.7K (-$38.0K)
Filed 2026-10-30
Amalgamated Bank
DECREASED
Shares7,362 from 7,544
Change-182 (-2%)
Value$221 (-$264.8K)
Filed 2026-10-23
Vise Technologies, Inc.
NEW
Shares7,323
Change+7,323
Value$220.3K
Filed 2026-10-29
Yousif Capital Management, LLC
INCREASED
Shares7,081 from 6,918
Change+163 (+2%)
Value$213.0K (-$30.4K)
Filed 2026-10-22
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
INCREASED
Shares6,672 from 6,632
Change+40 (+1%)
Value$200.7K (-$32.7K)
Filed 2026-11-03
Oregon Public Employees Retirement Fund
DECREASED
Shares6,310 from 6,410
Change-100 (-2%)
Value$189.8K (-$35.8K)
Filed 2026-10-30
State of Alaska, Department of Revenue
DECREASED
Shares5,987 from 10,421
Change-4,434 (-43%)
Value$179 (-$323.9K)
Filed 2026-10-15
Moisand Fitzgerald Tamayo, LLC
UNCHANGED
Shares3,807 from 3,807
Change0 (0%)
Value$114.5K (-$19.5K)
Filed 2026-10-15
Farther Finance Advisors, LLC
INCREASED
Shares3,004 from 1,933
Change+1,071 (+55%)
Value$90.4K (+$22.4K)
Filed 2026-10-08
Nisa Investment Advisors, LLC
INCREASED
Shares2,723 from 2,382
Change+341 (+14%)
Value$81.9K (-$1.9K)
Filed 2026-10-20
Gamma Investing LLC
DECREASED
Shares2,525 from 3,379
Change-854 (-25%)
Value$76.0K (-$43.0K)
Filed 2026-10-08
Hilltop National Bank
UNCHANGED
Shares2,278 from 2,278
Change0 (0%)
Value$68.5K (-$11.6K)
Filed 2026-10-14
Fortitude Family Office, LLC
NEW
Shares1,012
Change+1,012
Value$30.4K
Filed 2026-10-14
New York State Teachers Retirement System
DECREASED
Shares915 from 2,638
Change-1,723 (-65%)
Value$28 (-$93.0K)
Filed 2026-10-22
Versant Capital Management, Inc
UNCHANGED
Shares693 from 693
Change0 (0%)
Value$20.8K (-$3.5K)
Filed 2026-10-02
Nykredit A/S
UNCHANGED
Shares692 from 692
Change0 (0%)
Value$20.8K (-$3.5K)
Filed 2026-11-06
Mitsubishi UFJ Asset Management Co., Ltd.
UNCHANGED
Shares643 from 643
Change0 (0%)
Value$19.3K (-$3.3K)
Filed 2026-11-05
Harbor Capital Advisors, Inc.
INCREASED
Shares636 from 604
Change+32 (+5%)
Value$19 (-$2)
Filed 2026-10-22
Pinnacle Wealth Planning Services, Inc.
INCREASED
Shares625 from 599
Change+26 (+4%)
Value$18.8K (-$2.3K)
Filed 2026-10-27
Sterling Capital Management LLC
INCREASED
Shares624 from 515
Change+109 (+21%)
Value$18.8K (+$647)
Filed 2026-10-22
EverSource Wealth Advisors, LLC
DECREASED
Shares480 from 678
Change-198 (-29%)
Value$14.4K (-$9.4K)
Filed 2026-11-04
Allworth Financial LP
INCREASED
Shares401 from 393
Change+8 (+2%)
Value$14.1K (+$282)
Filed 2026-11-06
Signaturefd, LLC
DECREASED
Shares319 from 335
Change-16 (-5%)
Value$9.6K (-$2.2K)
Filed 2026-10-23
US Bancorp \de\
UNCHANGED
Shares305 from 305
Change0 (0%)
Value$9.2K (-$1.6K)
Filed 2026-11-05
Simplex Trading, LLC
NEW
Shares285
Change+285
Value$8.6K
Filed 2026-11-04
Parallel Advisors, LLC
INCREASED
Shares244 from 33
Change+211 (+639%)
Value$7.3K (+$6.2K)
Filed 2026-11-03
Salomon & Ludwin, LLC
INCREASED
Shares236 from 61
Change+175 (+287%)
Value$7.1K (+$4.9K)
Filed 2026-10-29
Essential Partners LLC
DECREASED
Shares164 from 165
Change-1 (-1%)
Value$4.9K (-$873)
Filed 2026-10-14
SJS Investment Consulting Inc.
INCREASED
Shares162 from 16
Change+146 (+913%)
Value$4.9K (+$4.3K)
Filed 2026-10-26
Larson Financial Group LLC
DECREASED
Shares139 from 2,429
Change-2,290 (-94%)
Value$4.2K (-$81.3K)
Filed 2026-11-05
Parkside Financial Bank & Trust
INCREASED
Shares137 from 107
Change+30 (+28%)
Value$4.1K (+$355)
Filed 2026-10-27
IFP Advisors, Inc
DECREASED
Shares120 from 132
Change-12 (-9%)
Value$3.6K (-$1.0K)
Filed 2026-10-16
Cassaday & Co Wealth Management LLC
NEW
Shares108
Change+108
Value$3.2K
Filed 2026-10-27
High Note Wealth, LLC
NEW
Shares96
Change+96
Value$2.9K
Filed 2026-10-27
Physician Wealth Advisors, Inc.
UNCHANGED
Shares92 from 92
Change0 (0%)
Value$2.8K (-$470)
Filed 2026-10-20
GK Wealth Management LLC
NEW
Shares87
Change+87
Value$2.6K
Filed 2026-10-09
SBI Securities Co., Ltd.
INCREASED
Shares86 from 57
Change+29 (+51%)
Value$2.6K (+$581)
Filed 2026-10-22
Bare Financial Services, Inc
INCREASED
Shares74 from 42
Change+32 (+76%)
Value$2.2K (+$748)
Filed 2026-11-04
MassMutual Private Wealth & Trust, FSB
UNCHANGED
Shares71 from 71
Change0 (0%)
Value$2.1K (-$362)
Filed 2026-10-05
James T. Borello RIA
UNCHANGED
Shares64 from 64
Change0 (0%)
Value$1.9K (-$327)
Filed 2026-10-16
Cedar Mountain Advisors, LLC
UNCHANGED
Shares52 from 52
Change0 (0%)
Value$1.6K (-$266)
Filed 2026-10-15
UMB Bank, n.a.
UNCHANGED
Shares47 from 47
Change0 (0%)
Value$1.4K (-$240)
Filed 2026-11-06
Root Financial Partners, LLC
NEW
Shares35
Change+35
Value$1.1K
Filed 2026-10-21
Farmers & Merchants Investments Inc
INCREASED
Shares29 from 18
Change+11 (+61%)
Value$872 (+$239)
Filed 2026-10-22
True Wealth Design, LLC
INCREASED
Shares23 from 17
Change+6 (+35%)
Value$692 (+$93)
Filed 2026-10-13
Financial Consulate, Inc
UNCHANGED
Shares15 from 15
Change0 (0%)
Value$452 (-$76)
Filed 2026-10-23
UMB Private Wealth Management, LLC
NEW
Shares13
Change+13
Value$391
Filed 2026-10-19
Caitong International Asset Management Co., Ltd
INCREASED
Shares12 from 3
Change+9 (+300%)
Value$361 (+$255)
Filed 2026-10-29
Silver Grove Financial Group, Inc.
UNCHANGED
Shares12 from 12
Change0 (0%)
Value$361 (-$61)
Filed 2026-11-05
Valley National Advisers Inc
NEW
Shares10
Change+10
Value$301
Filed 2026-10-23
Covestor Ltd
DECREASED
Shares8 from 16
Change-8 (-50%)
Value$0 (-$1)
Filed 2026-10-30
Assetmark, Inc
NEW
Shares4
Change+4
Value$120
Filed 2026-10-21
Clearstead Advisors, LLC
DECREASED
Shares1 from 7
Change-6 (-86%)
Value$31 (-$216)
Filed 2026-11-06
Hughes Financial Services, LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$33 (-$2)
Filed 2026-10-30
Y-Intercept (Hong Kong) Ltd
CLOSED
Shares0 from 21,271
Change-21,271 (-100%)
Value$0 (-$748.5K)
Filed 2026-10-16
Inspire Investing, LLC
CLOSED
Shares0 from 19,384
Change-19,384 (-100%)
Value$0 (-$682.1K)
Filed 2026-10-22
Concurrent Investment Advisors, LLC
CLOSED
Shares0 from 8,739
Change-8,739 (-100%)
Value$0 (-$307.5K)
Filed 2026-10-16
Bailard, Inc.
CLOSED
Shares0 from 7,500
Change-7,500 (-100%)
Value$0 (-$263.9K)
Filed 2026-10-13
Wealth Enhancement Advisory Services, LLC
CLOSED
Shares0 from 7,341
Change-7,341 (-100%)
Value$0 (-$252.2K)
Filed 2026-10-13
Avion Wealth
CLOSED
Shares0 from 18
Change-18 (-100%)
Value$0 ($0)
Filed 2026-11-04
Davis Capital Management
CLOSED
Shares0 from 2
Change-2 (-100%)
Value$0 (-$70)
Filed 2026-10-08
Plante Moran Financial Advisors, LLC
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 (-$35)
Filed 2026-11-04
BlackRock, Inc.
N/A
Shares— from 4,271,247
Change-4,271,247 (-100%)
Value—
State Street Corp
N/A
Shares— from 1,328,182
Change-1,328,182 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 1,248,193
Change-1,248,193 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 630,384
Change-630,384 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 419,146
Change-419,146 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 360,385
Change-360,385 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 348,461
Change-348,461 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 342,761
Change-342,761 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 338,886
Change-338,886 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 257,180
Change-257,180 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 256,437
Change-256,437 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 255,209
Change-255,209 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 229,982
Change-229,982 (-100%)
Value—
Hotchkis & Wiley Capital Management LLC
N/A
Shares— from 206,150
Change-206,150 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 188,629
Change-188,629 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 188,255
Change-188,255 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 162,584
Change-162,584 (-100%)
Value—
Bridgeway Capital Management, LLC
N/A
Shares— from 151,664
Change-151,664 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 129,163
Change-129,163 (-100%)
Value—
Arrowstreet Capital, Limited Partnership
N/A
Shares— from 120,629
Change-120,629 (-100%)
Value—
Third Avenue Management LLC
N/A
Shares— from 116,879
Change-116,879 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 113,411
Change-113,411 (-100%)
Value—
Public Sector Pension Investment Board
N/A
Shares— from 95,826
Change-95,826 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 86,335
Change-86,335 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 84,790
Change-84,790 (-100%)
Value—
UBS Group AG
N/A
Shares— from 77,958
Change-77,958 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 74,486
Change-74,486 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 72,308
Change-72,308 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 70,585
Change-70,585 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 68,270
Change-68,270 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 63,442
Change-63,442 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 60,698
Change-60,698 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 58,621
Change-58,621 (-100%)
Value—
Pingora Partners LLC
N/A
Shares— from 58,375
Change-58,375 (-100%)
Value—
Swiss National Bank
N/A
Shares— from 56,718
Change-56,718 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 47,845
Change-47,845 (-100%)
Value—
Royce & Associates LP
N/A
Shares— from 43,468
Change-43,468 (-100%)
Value—
Prudential Financial Inc
N/A
Shares— from 41,738
Change-41,738 (-100%)
Value—
Campbell & Co Investment Adviser LLC
N/A
Shares— from 40,982
Change-40,982 (-100%)
Value—
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A
Shares— from 39,818
Change-39,818 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 34,590
Change-34,590 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 31,725
Change-31,725 (-100%)
Value—
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A
Shares— from 29,020
Change-29,020 (-100%)
Value—
California State Teachers Retirement System
N/A
Shares— from 26,686
Change-26,686 (-100%)
Value—
Canada Life Assurance Co
N/A
Shares— from 24,713
Change-24,713 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 21,704
Change-21,704 (-100%)
Value—
Squarepoint Ops LLC
N/A
Shares— from 21,211
Change-21,211 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 20,043
Change-20,043 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 19,133
Change-19,133 (-100%)
Value—
Vanguard Asset Management, Ltd
N/A
Shares— from 18,240
Change-18,240 (-100%)
Value—
Teacher Retirement System of Texas
N/A
Shares— from 17,563
Change-17,563 (-100%)
Value—
MetLife Investment Management, LLC
N/A
Shares— from 17,018
Change-17,018 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 16,200
Change-16,200 (-100%)
Value—
State of Tennessee, Department of Treasury
N/A
Shares— from 15,966
Change-15,966 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 15,762
Change-15,762 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 15,341
Change-15,341 (-100%)
Value—
Bayview Asset Management, LLC
N/A
Shares— from 15,000
Change-15,000 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 14,791
Change-14,791 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 14,755
Change-14,755 (-100%)
Value—
Jupiter Topco LLC
N/A
Shares— from 13,532
Change-13,532 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 13,417
Change-13,417 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 12,206
Change-12,206 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 11,918
Change-11,918 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 10,848
Change-10,848 (-100%)
Value—
Susquehanna Fundamental Investments, LLC
N/A
Shares— from 10,777
Change-10,777 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 10,757
Change-10,757 (-100%)
Value—
Vanguard Investments Australia, Ltd.
N/A
Shares— from 10,117
Change-10,117 (-100%)
Value—
Quantbot Technologies LP
N/A
Shares— from 9,895
Change-9,895 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 9,434
Change-9,434 (-100%)
Value—
Odyssean, LLC
N/A
Shares— from 9,226
Change-9,226 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 9,186
Change-9,186 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 9,092
Change-9,092 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 8,822
Change-8,822 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 8,770
Change-8,770 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 8,462
Change-8,462 (-100%)
Value—
State Board of Administration of Florida Retirement System
N/A
Shares— from 8,403
Change-8,403 (-100%)
Value—
&partners
N/A
Shares— from 8,144
Change-8,144 (-100%)
Value—
Rafferty Asset Management, LLC
N/A
Shares— from 8,135
Change-8,135 (-100%)
Value—
Police & Firemen's Retirement System of New Jersey
N/A
Shares— from 7,997
Change-7,997 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 7,561
Change-7,561 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 7,403
Change-7,403 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 7,188
Change-7,188 (-100%)
Value—
Teachers Retirement System of the State of Kentucky
N/A
Shares— from 7,176
Change-7,176 (-100%)
Value—
Public Employees Retirement Association of Colorado
N/A
Shares— from 7,116
Change-7,116 (-100%)
Value—
Voya Investment Management LLC
N/A
Shares— from 6,684
Change-6,684 (-100%)
Value—
Intech Investment Management LLC
N/A
Shares— from 6,163
Change-6,163 (-100%)
Value—
KLP Kapitalforvaltning AS
N/A
Shares— from 6,100
Change-6,100 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 5,976
Change-5,976 (-100%)
Value—
FMR LLC
N/A
Shares— from 3,563
Change-3,563 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 2,644
Change-2,644 (-100%)
Value—
Ensign Peak Advisors, Inc
N/A
Shares— from 2,214
Change-2,214 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 2,180
Change-2,180 (-100%)
Value—
Public Employees Retirement System of Ohio
N/A
Shares— from 1,765
Change-1,765 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 1,712
Change-1,712 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 1,682
Change-1,682 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 1,451
Change-1,451 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 1,262
Change-1,262 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 617
Change-617 (-100%)
Value—
BNP Paribas Asset Management Holding S.A.
N/A
Shares— from 423
Change-423 (-100%)
Value—
LOS Angeles Capital Management LLC
N/A
Shares— from 410
Change-410 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 406
Change-406 (-100%)
Value—
Optiver Holding B.V.
N/A
Shares— from 282
Change-282 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 278
Change-278 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 256
Change-256 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 242
Change-242 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 213
Change-213 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 188
Change-188 (-100%)
Value—
Aster Capital Management (Difc) Ltd
N/A
Shares— from 92
Change-92 (-100%)
Value—
Bellevue Asset Management, LLC
N/A
Shares— from 62
Change-62 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 59
Change-59 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 33
Change-33 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 22
Change-22 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 8
Change-8 (-100%)
Value—
Status
Dimensional Fund Advisors LP
INCREASED1,476,5851,406,812+69,773+5%$49.5M$44.4M-$5.1M2026-11-04
Geode Capital Management, LLC
INCREASED741,000737,957+3,043+0%$26.0M$22.3M-$3.7M2026-11-06
Bank of New York Mellon Corp
INCREASED262,331261,818+513+0%$9.2M$7.9M-$1.3M2026-11-05
Principal Financial Group Inc
INCREASED135,650135,423+227+0%$4.8M$4.1M-$685.2K2026-11-02
MacKenzie Financial Corp
DECREASED109,300147,700-38,400-26%$5.2M$3.3M-$1.9M2026-11-02
Parkway Wealth Management Group, LLC
DECREASED73,33974,109-770-1%$2.6M$2.2M-$401.9K2026-10-20
Polaris Capital Management, LLC
UNCHANGED70,15870,15800%$2.5M$2.1M-$358.5K2026-10-21
Creative Planning
INCREASED65,27063,689+1,581+2%$2.2M$2.0M-$277.9K2026-11-02
Kestrel Investment Management Corp
DECREASED65,00069,000-4,000-6%$2.4M$2.0M-$472.9K2026-11-02
Fisher Asset Management, LLC
UNCHANGED53,63053,63000%$1.9M$1.6M-$274.0K2026-11-06
State of New Jersey Common Pension Fund D
DECREASED48,33992,388-44,049-48%$3.3M$1.5M-$1.8M2026-11-05
Pinnacle Associates LTD
INCREASED43,39841,574+1,824+4%$1.5M$1.3M-$157.6K2026-10-20
Wedge Capital Management L L P
INCREASED32,53625,157+7,379+29%$885.3K$978.7K+$93.4K2026-10-13
Deutsche Bank Ag\
DECREASED28,15531,443-3,288-10%$1.1M$846.9K-$259.6K2026-11-06
Solutions 4 Wealth, Ltd
UNCHANGED24,24224,24200%$853.1K$729.2K-$123.9K2026-11-03
LPL Financial LLC
DECREASED22,23122,727-496-2%$799.8K$668.7K-$131.1K2026-11-06
Hennion & Walsh Asset Management, Inc.
INCREASED21,35719,720+1,637+8%$693.9K$642.4K-$51.5K2026-10-13
Thrivent Financial for Lutherans
DECREASED18,01118,365-354-2%$646.0K$542-$645.5K2026-11-05
Fifth Third Bancorp
INCREASED17,44015,140+2,300+15%$532.8K$524.6K-$8.2K2026-11-05
Citigroup Inc
DECREASED16,42623,442-7,016-30%$824.9K$494.1K-$330.8K2026-11-04
Russell Investments Group, Ltd.
INCREASED16,21915,740+479+3%$553.9K$487.9K-$66.0K2026-11-06
Illinois Municipal Retirement Fund
DECREASED14,80715,105-298-2%$531.5K$445.4K-$86.2K2026-11-05
Barclays PLC
INCREASED14,5319,958+4,573+46%$350.4K$437.1K+$86.7K2026-11-06
Louisiana State Employees Retirement System
DECREASED12,10012,300-200-2%$432.8K$364.0K-$68.9K2026-10-20
Strs Ohio
NEW11,600—+11,600——$348.9K—2026-10-30
Redwood Family Wealth LLC
INCREASED11,19211,182+10+0%$393.5K$336.7K-$56.8K2026-10-20
Bill Few Associates, Inc.
INCREASED10,92610,444+482+5%$367.5K$328.7K-$38.9K2026-10-09
Naples Global Advisors, LLC
INCREASED10,70910,209+500+5%$359.3K$322.1K-$37.1K2026-11-05
Gibson Wealth Advisors LLC
UNCHANGED9,8569,85600%$346.8K$296.5K-$50.4K2026-10-20
PNC Financial Services Group, Inc.
INCREASED9,2339,167+66+1%$322.6K$277.7K-$44.9K2026-11-06
Jamison Private Wealth Management, Inc.
INCREASED9,0929,083+9+0%$319.6K$273.5K-$46.1K2026-10-14
Pinnacle Wealth Management Advisory Group, LLC
INCREASED8,7428,718+24+0%$306.8K$263.0K-$43.8K2026-10-23
Arizona State Retirement System
INCREASED7,9597,797+162+2%$274.4K$239.4K-$35.0K2026-11-03
Ackerman Capital Advisors, LLC
UNCHANGED7,4387,43800%$261.7K$223.7K-$38.0K2026-10-30
Amalgamated Bank
DECREASED7,3627,544-182-2%$265.0K$221-$264.8K2026-10-23
Vise Technologies, Inc.
NEW7,323—+7,323——$220.3K—2026-10-29
Yousif Capital Management, LLC
INCREASED7,0816,918+163+2%$243.4K$213.0K-$30.4K2026-10-22
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
INCREASED6,6726,632+40+1%$233.4K$200.7K-$32.7K2026-11-03
Oregon Public Employees Retirement Fund
DECREASED6,3106,410-100-2%$225.6K$189.8K-$35.8K2026-10-30
State of Alaska, Department of Revenue
DECREASED5,98710,421-4,434-43%$324.0K$179-$323.9K2026-10-15
Moisand Fitzgerald Tamayo, LLC
UNCHANGED3,8073,80700%$134.0K$114.5K-$19.5K2026-10-15
Farther Finance Advisors, LLC
INCREASED3,0041,933+1,071+55%$68.0K$90.4K+$22.4K2026-10-08
Nisa Investment Advisors, LLC
INCREASED2,7232,382+341+14%$83.8K$81.9K-$1.9K2026-10-20
Gamma Investing LLC
DECREASED2,5253,379-854-25%$118.9K$76.0K-$43.0K2026-10-08
Hilltop National Bank
UNCHANGED2,2782,27800%$80.2K$68.5K-$11.6K2026-10-14
Fortitude Family Office, LLC
NEW1,012—+1,012——$30.4K—2026-10-14
New York State Teachers Retirement System
DECREASED9152,638-1,723-65%$93.0K$28-$93.0K2026-10-22
Versant Capital Management, Inc
UNCHANGED69369300%$24.4K$20.8K-$3.5K2026-10-02
Nykredit A/S
UNCHANGED69269200%$24.4K$20.8K-$3.5K2026-11-06
Mitsubishi UFJ Asset Management Co., Ltd.
UNCHANGED64364300%$22.6K$19.3K-$3.3K2026-11-05
Harbor Capital Advisors, Inc.
INCREASED636604+32+5%$21$19-$22026-10-22
Pinnacle Wealth Planning Services, Inc.
INCREASED625599+26+4%$21.1K$18.8K-$2.3K2026-10-27
Sterling Capital Management LLC
INCREASED624515+109+21%$18.1K$18.8K+$6472026-10-22
EverSource Wealth Advisors, LLC
DECREASED480678-198-29%$23.9K$14.4K-$9.4K2026-11-04
Allworth Financial LP
INCREASED401393+8+2%$13.8K$14.1K+$2822026-11-06
Signaturefd, LLC
DECREASED319335-16-5%$11.8K$9.6K-$2.2K2026-10-23
US Bancorp \de\
UNCHANGED30530500%$10.7K$9.2K-$1.6K2026-11-05
Simplex Trading, LLC
NEW285—+285——$8.6K—2026-11-04
Parallel Advisors, LLC
INCREASED24433+211+639%$1.2K$7.3K+$6.2K2026-11-03
Salomon & Ludwin, LLC
INCREASED23661+175+287%$2.2K$7.1K+$4.9K2026-10-29
Essential Partners LLC
DECREASED164165-1-1%$5.8K$4.9K-$8732026-10-14
SJS Investment Consulting Inc.
INCREASED16216+146+913%$564$4.9K+$4.3K2026-10-26
Larson Financial Group LLC
DECREASED1392,429-2,290-94%$85.5K$4.2K-$81.3K2026-11-05
Parkside Financial Bank & Trust
INCREASED137107+30+28%$3.8K$4.1K+$3552026-10-27
IFP Advisors, Inc
DECREASED120132-12-9%$4.6K$3.6K-$1.0K2026-10-16
Cassaday & Co Wealth Management LLC
NEW108—+108——$3.2K—2026-10-27
High Note Wealth, LLC
NEW96—+96——$2.9K—2026-10-27
Physician Wealth Advisors, Inc.
UNCHANGED929200%$3.2K$2.8K-$4702026-10-20
GK Wealth Management LLC
NEW87—+87——$2.6K—2026-10-09
SBI Securities Co., Ltd.
INCREASED8657+29+51%$2.0K$2.6K+$5812026-10-22
Bare Financial Services, Inc
INCREASED7442+32+76%$1.5K$2.2K+$7482026-11-04
MassMutual Private Wealth & Trust, FSB
UNCHANGED717100%$2.5K$2.1K-$3622026-10-05
James T. Borello RIA
UNCHANGED646400%$2.3K$1.9K-$3272026-10-16
Cedar Mountain Advisors, LLC
UNCHANGED525200%$1.8K$1.6K-$2662026-10-15
UMB Bank, n.a.
UNCHANGED474700%$1.7K$1.4K-$2402026-11-06
Root Financial Partners, LLC
NEW35—+35——$1.1K—2026-10-21
Farmers & Merchants Investments Inc
INCREASED2918+11+61%$633$872+$2392026-10-22
True Wealth Design, LLC
INCREASED2317+6+35%$599$692+$932026-10-13
Financial Consulate, Inc
UNCHANGED151500%$528$452-$762026-10-23
UMB Private Wealth Management, LLC
NEW13—+13——$391—2026-10-19
Caitong International Asset Management Co., Ltd
INCREASED123+9+300%$106$361+$2552026-10-29
Silver Grove Financial Group, Inc.
UNCHANGED121200%$422$361-$612026-11-05
Valley National Advisers Inc
NEW10—+10——$301—2026-10-23
Covestor Ltd
DECREASED816-8-50%$1$0-$12026-10-30
Assetmark, Inc
NEW4—+4——$120—2026-10-21
Clearstead Advisors, LLC
DECREASED17-6-86%$247$31-$2162026-11-06
Hughes Financial Services, LLC
UNCHANGED1100%$35$33-$22026-10-30
Y-Intercept (Hong Kong) Ltd
CLOSED021,271-21,271-100%$748.5K$0-$748.5K2026-10-16
Inspire Investing, LLC
CLOSED019,384-19,384-100%$682.1K$0-$682.1K2026-10-22
Concurrent Investment Advisors, LLC
CLOSED08,739-8,739-100%$307.5K$0-$307.5K2026-10-16
Bailard, Inc.
CLOSED07,500-7,500-100%$263.9K$0-$263.9K2026-10-13
Wealth Enhancement Advisory Services, LLC
CLOSED07,341-7,341-100%$252.2K$0-$252.2K2026-10-13
Avion Wealth
CLOSED018-18-100%$0$0$02026-11-04
Davis Capital Management
CLOSED02-2-100%$70$0-$702026-10-08
Plante Moran Financial Advisors, LLC
CLOSED01-1-100%$35$0-$352026-11-04
BlackRock, Inc.
N/A—4,271,247-4,271,247-100%$150.3M———
State Street Corp
N/A—1,328,182-1,328,182-100%$46.7M———
Vanguard Capital Management LLC
N/A—1,248,193-1,248,193-100%$43.9M———
Vanguard Portfolio Management LLC
N/A—630,384-630,384-100%$22.2M———
Renaissance Technologies LLC
N/A—419,146-419,146-100%$14.7M———
Charles Schwab Investment Management Inc
N/A—360,385-360,385-100%$12.7M———
Two Sigma Investments, LP
N/A—348,461-348,461-100%$12.3M———
Northern Trust Corp
N/A—342,761-342,761-100%$12.1M———
American Century Companies Inc
N/A—338,886-338,886-100%$11.9M———
Royal Bank of Canada
N/A—257,180-257,180-100%$9.1M———
Invesco Ltd.
N/A—256,437-256,437-100%$9.0M———
Goldman Sachs Group Inc
N/A—255,209-255,209-100%$9.0M———
Morgan Stanley
N/A—229,982-229,982-100%$8.1M———
Hotchkis & Wiley Capital Management LLC
N/A—206,150-206,150-100%$7.3M———
AQR Capital Management LLC
N/A—188,629-188,629-100%$6.6M———
Vanguard Fiduciary Trust Co
N/A—188,255-188,255-100%$6.6M———
JPMorgan Chase & Co
N/A—162,584-162,584-100%$5.7M———
Bridgeway Capital Management, LLC
N/A—151,664-151,664-100%$5.3M———
Bank of America Corp
N/A—129,163-129,163-100%$4.5M———
Arrowstreet Capital, Limited Partnership
N/A—120,629-120,629-100%$4.2M———
Third Avenue Management LLC
N/A—116,879-116,879-100%$4.1M———
Empowered Funds, LLC
N/A—113,411-113,411-100%$4.0M———
Public Sector Pension Investment Board
N/A—95,826-95,826-100%$3.4M———
Nuveen, LLC
N/A—86,335-86,335-100%$3.0M———
Citadel Advisors LLC
N/A—84,790-84,790-100%$3.0M———
UBS Group AG
N/A—77,958-77,958-100%$2.7M———
Price T Rowe Associates Inc
N/A—74,486-74,486-100%$2.6M———
Ameriprise Financial Inc
N/A—72,308-72,308-100%$2.5M———
Rhumbline Advisers
N/A—70,585-70,585-100%$2.5M———
Millennium Management LLC
N/A—68,270-68,270-100%$2.4M———
UBS Asset Management Americas LLC
N/A—63,442-63,442-100%$2.2M———
Legal & General Group Plc
N/A—60,698-60,698-100%$2.1M———
Wells Fargo & Company
N/A—58,621-58,621-100%$2.1M———
Pingora Partners LLC
N/A—58,375-58,375-100%$2.1M———
Swiss National Bank
N/A—56,718-56,718-100%$2.0M———
Quantinno Capital Management LP
N/A—47,845-47,845-100%$1.7M———
Royce & Associates LP
N/A—43,468-43,468-100%$1.5M———
Prudential Financial Inc
N/A—41,738-41,738-100%$1.5M———
Campbell & Co Investment Adviser LLC
N/A—40,982-40,982-100%$1.4M———
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A—39,818-39,818-100%$1.4M———
Alliancebernstein L.P.
N/A—34,590-34,590-100%$1.1M———
Captrust Financial Advisors
N/A—31,725-31,725-100%$1.1M———
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A—29,020-29,020-100%$1.0M———
California State Teachers Retirement System
N/A—26,686-26,686-100%$939.1K———
Canada Life Assurance Co
N/A—24,713-24,713-100%$869.0K———
Vanguard Global Advisers, LLC
N/A—21,704-21,704-100%$763.8K———
Squarepoint Ops LLC
N/A—21,211-21,211-100%$746.4K———
IEQ Capital, LLC
N/A—20,043-20,043-100%$705.3K———
Franklin Resources Inc
N/A—19,133-19,133-100%$673.3K———
Vanguard Asset Management, Ltd
N/A—18,240-18,240-100%$641.9K———
Teacher Retirement System of Texas
N/A—17,563-17,563-100%$618.0K———
MetLife Investment Management, LLC
N/A—17,018-17,018-100%$598.9K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—16,200-16,200-100%$570.1K———
State of Tennessee, Department of Treasury
N/A—15,966-15,966-100%$561.8K———
HighTower Advisors, LLC
N/A—15,762-15,762-100%$554.7K———
Mariner, LLC
N/A—15,341-15,341-100%$539.8K———
Bayview Asset Management, LLC
N/A—15,000-15,000-100%$527.9K———
HRT Financial LP
N/A—14,791-14,791-100%$520.0K———
SEI Investments Co
N/A—14,755-14,755-100%$519.2K———
Jupiter Topco LLC
N/A—13,532-13,532-100%$476.0K———
Mirae Asset Global Etfs Holdings Ltd.
N/A—13,417-13,417-100%$472.1K———
SG Americas Securities, LLC
N/A—12,206-12,206-100%$430.0K———
NewEdge Advisors, LLC
N/A—11,918-11,918-100%$419.4K———
Focus Partners Wealth
N/A—10,848-10,848-100%$381.7K———
Susquehanna Fundamental Investments, LLC
N/A—10,777-10,777-100%$379.2K———
Mercer Global Advisors Inc
N/A—10,757-10,757-100%$378.5K———
Vanguard Investments Australia, Ltd.
N/A—10,117-10,117-100%$356.0K———
Quantbot Technologies LP
N/A—9,895-9,895-100%$348.2K———
New York State Common Retirement Fund
N/A—9,434-9,434-100%$332.0K———
Odyssean, LLC
N/A—9,226-9,226-100%$324.7K———
Ameritas Advisory Services, LLC
N/A—9,186-9,186-100%$323.3K———
XTX Topco Ltd
N/A—9,092-9,092-100%$319.9K———
Manufacturers Life Insurance Company, the
N/A—8,822-8,822-100%$310.4K———
Steward Partners Investment Advisory, LLC
N/A—8,770-8,770-100%$308.6K———
Curi Capital, LLC
N/A—8,462-8,462-100%$297.8K———
State Board of Administration of Florida Retirement System
N/A—8,403-8,403-100%$295.7K———
&partners
N/A—8,144-8,144-100%$286.6K———
Rafferty Asset Management, LLC
N/A—8,135-8,135-100%$286.3K———
Police & Firemen's Retirement System of New Jersey
N/A—7,997-7,997-100%$281.4K———
Stifel Financial Corp
N/A—7,561-7,561-100%$266.1K———
BNP Paribas Financial Markets
N/A—7,403-7,403-100%$260.5K———
Neuberger Berman Group LLC
N/A—7,188-7,188-100%$252.9K———
Teachers Retirement System of the State of Kentucky
N/A—7,176-7,176-100%$252.0K———
Public Employees Retirement Association of Colorado
N/A—7,116-7,116-100%$250.0K———
Voya Investment Management LLC
N/A—6,684-6,684-100%$235.2K———
Intech Investment Management LLC
N/A—6,163-6,163-100%$216.9K———
KLP Kapitalforvaltning AS
N/A—6,100-6,100-100%$214.7K———
Sanctuary Advisors, LLC
N/A—5,976-5,976-100%$210.3K———
FMR LLC
N/A—3,563-3,563-100%$125.4K———
Ameritas Investment Partners, Inc.
N/A—2,644-2,644-100%$93.0K———
Ensign Peak Advisors, Inc
N/A—2,214-2,214-100%$77.9K———
Rockefeller Capital Management L.P.
N/A—2,180-2,180-100%$76.7K———
Public Employees Retirement System of Ohio
N/A—1,765-1,765-100%$62.1K———
Hantz Financial Services, Inc.
N/A—1,712-1,712-100%$60.0K———
Tower Research Capital LLC (TRC)
N/A—1,682-1,682-100%$59.2K———
Jones Financial Companies Lllp
N/A—1,451-1,451-100%$50.9K———
Arax Advisory Partners
N/A—1,262-1,262-100%$44.4K———
Osaic Holdings, Inc.
N/A—617-617-100%$21.7K———
BNP Paribas Asset Management Holding S.A.
N/A—423-423-100%$14.9K———
LOS Angeles Capital Management LLC
N/A—410-410-100%$14.4K———
Global Retirement Partners, LLC
N/A—406-406-100%$14.3K———
Optiver Holding B.V.
N/A—282-282-100%$9.9K———
SouthState Bank Corp
N/A—278-278-100%$9.8K———
Bessemer Group Inc
N/A—256-256-100%$9———
Huntington National Bank
N/A—242-242-100%$8.5K———
Smartleaf Asset Management LLC
N/A—213-213-100%$7.4K———
Rothschild Investment LLC
N/A—188-188-100%$6.6K———
Aster Capital Management (Difc) Ltd
N/A—92-92-100%$3.2K———
Bellevue Asset Management, LLC
N/A—62-62-100%$2.2K———
Kilter Group LLC
N/A—59-59-100%$2.1K———
Basecamp Wealth Advisors LLC
N/A—33-33-100%$1.2K———
Keating Financial Advisory Services, Inc.
N/A—22-22-100%$774———
Harbour Investments, Inc.
N/A—8-8-100%$282———
Showing 208 of 208 institutions