BFSTBUSINESS FIRST BANCSHARES IN
CUSIP 12326C105 · Yahoo Finance ↗ · Google Finance ↗
Business First Bancshares In (BFST) has 166 institutional holders in Filings Flow’s 13F database, together reporting 16.83M shares worth $453M as of Q1 2026. The largest reported holders are Blackrock, Inc., Vanguard Group Inc, and Vanguard Capital Management LLC.
Institutional Holders
166
Q1 2026
Reported Value
$453M
Ticker
BFST
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| MENDON CAPITAL ADVISORS CORP$258M AUM | 2.62% | $7M | 250.0K | Q1 2026OLDER |
| Vines Capital Management, LLC$101M AUM | 1.31% | $1M | 49.1K | Q1 2026OLDER |
| BANC FUNDS CO LLC$537M AUM | 1.18% | $6M | 234.3K | Q1 2026OLDER |
| Fourthstone LLC$590M AUM | 1.06% | $6M | 231.1K | Q1 2026OLDER |
| Womack Financial LLC$136M AUM | 1.01% | $1M | 50.7K | Q1 2026OLDER |
| SMITH SHELLNUT WILSON LLC /ADV$260M AUM | 0.65% | $2M | 71.1K | Q3 2025OLDER |
| Ranger Investment Management, L.P.$1.4B AUM | 0.63% | $9M | 321.3K | Q1 2026OLDER |
| Meriwether Wealth & Planning, LLC$202M AUM | 0.57% | $1M | 37.2K | Q2 2026 |
| Montz Harcus Wealth Management LLC$248M AUM | 0.44% | $1M | 40.5K | Q1 2026OLDER |
| MQS Management LLC$148M AUM | 0.39% | $578,575 | 21.4K | Q1 2026OLDER |
| FreeGulliver LLC$237M AUM | 0.34% | $811,579 | 30.0K | Q1 2026OLDER |
| Hartmann Taylor Wealth Management, LLC$151M AUM | 0.33% | $500,402 | 18.5K | Q1 2026OLDER |
| Pacific Ridge Capital Partners, LLC$462M AUM | 0.28% | $1M | 47.4K | Q1 2026OLDER |
| Summit Financial Wealth Advisors, LLC$705M AUM | 0.23% | $2M | 59.4K | Q1 2026OLDER |
| ROYCE & ASSOCIATES LP$10.1B AUM | 0.22% | $23M | 836.1K | Q1 2026OLDER |
| JMN Financial LLC$102M AUM | 0.21% | $215,941 | 8.0K | Q1 2026OLDER |
| GRIES FINANCIAL LLC$633M AUM | 0.20% | $1M | 54.6K | Q3 2025OLDER |
| Argent Advisors, Inc.$366M AUM | 0.18% | $673,188 | 24.9K | Q1 2026OLDER |
| Gator Capital Management, LLC$489M AUM | 0.18% | $896,863 | 33.2K | Q1 2026OLDER |
| Polaris Capital Management, LLC$1.2B AUM | 0.18% | $2M | 82.4K | Q1 2026OLDER |
| KG Capital Management$139M AUM | 0.17% | $238,790 | 8.8K | Q1 2026OLDER |
| Daytona Street Capital LLC$130M AUM | 0.17% | $220,842 | 8.0K | Q1 2026OLDER |
| 1492 Capital Management LLC$263M AUM | 0.17% | $438,481 | 16.2K | Q1 2026OLDER |
| Kingstone Capital Partners Texas, LLC$162M AUM | 0.15% | $263,000 | 10.1K | Q4 2025OLDER |
| STEEL GROVE CAPITAL ADVISORS, LLC$949M AUM | 0.14% | $1M | 47.7K | Q1 2026OLDER |
| EntryPoint Capital, LLC$341M AUM | 0.13% | $426,529 | 15.8K | Q1 2026OLDER |
| Curi Capital, LLC$5.6B AUM | 0.12% | $7M | 250.0K | Q1 2026OLDER |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC$5.0B AUM | 0.11% | $6M | 207.2K | Q1 2026OLDER |
| VARCOV Co.$268M AUM | 0.11% | $266,367 | 10.2K | Q4 2025OLDER |
| E&G Advisors, LP$449M AUM | 0.10% | $435,344 | 16.1K | Q1 2026OLDER |
| VIRTUS ADVISERS, LLC$215M AUM | 0.08% | $122,866 | 5.2K | Q3 2025OLDER |
| Security National Bank$838M AUM | 0.06% | $400,544 | 17.0K | Q3 2025OLDER |
| Dynamic Technology Lab Private Ltd$615M AUM | 0.06% | $343,000 | 14.5K | Q3 2025OLDER |
| Ethos Financial Group, LLC$1.4B AUM | 0.05% | $747,142 | 27.6K | Q1 2026OLDER |
| Penn Capital Management Company, LLC$1.3B AUM | 0.05% | $672,728 | 24.9K | Q1 2026OLDER |
| Rodgers Brothers Inc.$866M AUM | 0.05% | $446,160 | 16.5K | Q1 2026OLDER |
| Arax Advisory Partners$3.5B AUM | 0.04% | $1M | 54.6K | Q1 2026OLDER |
| DGS Capital Management, LLC$609M AUM | 0.04% | $220,782 | 8.2K | Q1 2026OLDER |
| Campbell & CO Investment Adviser LLC$1.8B AUM | 0.03% | $540,314 | 20.7K | Q4 2025OLDER |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$2.7B AUM | 0.02% | $649,717 | 24.0K | Q1 2026OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.02% | $1M | 38.2K | Q1 2026OLDER |
| CenterBook Partners LP$1.9B AUM | 0.02% | $419,985 | 15.5K | Q1 2026OLDER |
| Empowered Funds, LLC$15.7B AUM | 0.02% | $3M | 121.4K | Q2 2026 |
| FIRST FOUNDATION ADVISORS$2.5B AUM | 0.02% | $485,801 | 18.0K | Q1 2026OLDER |
| Delos Wealth Advisors, LLC$175M AUM | 0.02% | $34,017 | 1.3K | Q1 2026OLDER |
| Robertson Stephens Wealth Management, LLC$3.6B AUM | 0.02% | $689,141 | 25.5K | Q1 2026OLDER |
| Texas Yale Capital Corp.$3.5B AUM | 0.02% | $537,826 | 19.9K | Q1 2026OLDER |
| XTX Topco Ltd$5.8B AUM | 0.01% | $265,872 | 11.3K | Q3 2025OLDER |
| MARTINGALE ASSET MANAGEMENT L P$4.0B AUM | 0.01% | $533,858 | 20.4K | Q4 2025OLDER |
| Janus Henderson Group Ltd.$209.4B AUM | 0.01% | $27M | 989.7K | Q1 2026OLDER |
| AMERICAN CENTURY COMPANIES INC$194.3B AUM | 0.01% | $24M | 890.4K | Q1 2026OLDER |
| Y-Intercept (Hong Kong) Ltd$5.1B AUM | 0.01% | $598,590 | 19.5K | Q2 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM | 0.01% | $12M | 434.9K | Q1 2026OLDER |
| Americana Partners, LLC$3.9B AUM | 0.01% | $291,300 | 12.3K | Q3 2025OLDER |
| Cresset Asset Management, LLC$23.1B AUM | 0.01% | $2M | 70.5K | Q1 2026OLDER |
| Icon Wealth Advisors, LLC$1.5B AUM | 0.01% | $118,876 | 5.0K | Q3 2025OLDER |
| Brandywine Global Investment Management, LLC$14.9B AUM | 0.01% | $1M | 40.4K | Q4 2025OLDER |
| Russell Investments Group, Ltd.$93.1B AUM | 0.01% | $7M | 241.4K | Q1 2026OLDER |
| DIMENSIONAL FUND ADVISORS LP$481.4B AUM | 0.01% | $32M | 1.17M | Q1 2026OLDER |
| Vident Advisory, LLC$11.7B AUM | 0.01% | $700,688 | 25.9K | Q1 2026OLDER |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.01% | $501,592 | 18.6K | Q1 2026OLDER |
| Sterling Capital Management LLC$5.3B AUM | 0.01% | $264,586 | 9.8K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $1M | 47.4K | Q1 2026OLDER |
| JACOBS LEVY EQUITY MANAGEMENT, INC$23.8B AUM | 0.00% | $950,537 | 35.2K | Q1 2026OLDER |
| Qube Research & Technologies Ltd$89.9B AUM | 0.00% | $3M | 116.8K | Q1 2026OLDER |
| Trexquant Investment LP$13.9B AUM | 0.00% | $363,947 | 13.9K | Q4 2025OLDER |
| TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM | 0.00% | $778,400 | 28.8K | Q1 2026OLDER |
| FWL INVESTMENT MANAGEMENT, LLC$456M AUM | 0.00% | $13,070 | 500 | Q4 2025OLDER |
| Prime Capital Investment Advisors, LLC$8.6B AUM | 0.00% | $236,654 | 8.8K | Q1 2026OLDER |
| Pathstone Holdings, LLC$25.1B AUM | 0.00% | $686,681 | 25.4K | Q1 2026OLDER |
| LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM | 0.00% | $658,912 | 24.4K | Q1 2026OLDER |
| STRS OHIO$25.2B AUM | 0.00% | $632,736 | 23.4K | Q1 2026OLDER |
| Man Group plc$55.1B AUM | 0.00% | $1M | 49.6K | Q1 2026OLDER |
| Quantbot Technologies LP$2.4B AUM | 0.00% | $58,109 | 2.1K | Q1 2026OLDER |
| MetLife Investment Management, LLC$19.6B AUM | 0.00% | $463,222 | 17.1K | Q1 2026OLDER |
| Connor, Clark & Lunn Investment Management Ltd.$43.4B AUM | 0.00% | $978,307 | 36.2K | Q1 2026OLDER |
| FIRST TRUST ADVISORS LP$140.0B AUM | 0.00% | $3M | 115.7K | Q1 2026OLDER |
| Bank of New York Mellon Corp$543.9B AUM | 0.00% | $12M | 441.9K | Q1 2026OLDER |
| Ameritas Investment Partners, Inc.$3.3B AUM | 0.00% | $64,328 | 2.4K | Q1 2026OLDER |
| INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM | 0.00% | $200,393 | 7.4K | Q1 2026OLDER |
| Police & Firemen's Retirement System of New Jersey$11.7B AUM | 0.00% | $212,102 | 7.8K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $190,513 | 7.0K | Q1 2026OLDER |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.00% | $2M | 80.4K | Q1 2026OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $61,164 | 2.3K | Q1 2026OLDER |
| Creative Planning$147.4B AUM | 0.00% | $2M | 80.9K | Q1 2026OLDER |
| VANGUARD FIDUCIARY TRUST CO$396.1B AUM | 0.00% | $6M | 209.2K | Q1 2026OLDER |
| Squarepoint Ops LLC$85.1B AUM | 0.00% | $1M | 45.2K | Q1 2026OLDER |
| GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM | 0.00% | $22M | 810.0K | Q1 2026OLDER |
| PRUDENTIAL FINANCIAL INC$81.2B AUM | 0.00% | $1M | 40.3K | Q1 2026OLDER |
| State of Tennessee, Department of Treasury$29.8B AUM | 0.00% | $407,592 | 14.5K | Q4 2025OLDER |
| Arizona State Retirement System$17.1B AUM | 0.00% | $219,862 | 8.1K | Q1 2026OLDER |
| SEI INVESTMENTS CO$108.4B AUM | 0.00% | $1M | 51.5K | Q1 2026OLDER |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $3M | 100.9K | Q1 2026OLDER |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.00% | $5M | 178.5K | Q1 2026OLDER |
| BlackRock, Inc.$5.72T AUM | 0.00% | $66M | 2.45M | Q1 2026OLDER |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM | 0.00% | $7M | 266.4K | Q1 2026OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $29,486 | 1.1K | Q1 2026OLDER |
| Verition Fund Management LLC$15.4B AUM | 0.00% | $269,739 | 10.3K | Q4 2025OLDER |
| NORTHERN TRUST CORP$756.6B AUM | 0.00% | $8M | 296.1K | Q1 2026OLDER |
| IEQ CAPITAL, LLC$21.5B AUM | 0.00% | $209,777 | 7.8K | Q1 2026OLDER |
| VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM | 0.00% | $39M | 1.43M | Q1 2026OLDER |
| RHUMBLINE ADVISERS$116.9B AUM | 0.00% | $1M | 38.8K | Q1 2026OLDER |
| Swiss National Bank$173.8B AUM | 0.00% | $2M | 57.6K | Q1 2026OLDER |
| ALLIANCEBERNSTEIN L.P.$308.8B AUM | 0.00% | $3M | 104.6K | Q1 2026OLDER |
| MARSHALL WACE, LLP$100.4B AUM | 0.00% | $965,349 | 36.9K | Q4 2025OLDER |
| HSBC HOLDINGS PLC$191.6B AUM | 0.00% | $2M | 60.4K | Q1 2026OLDER |
| Torren Management, LLC$201M AUM | 0.00% | $1,704 | 63 | Q1 2026OLDER |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.00% | $530,642 | 20.3K | Q4 2025OLDER |
| Quantinno Capital Management LP$59.9B AUM | 0.00% | $487,612 | 18.0K | Q1 2026OLDER |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM | 0.00% | $745,655 | 27.6K | Q1 2026OLDER |
| VICTORY CAPITAL MANAGEMENT INC$156.1B AUM | 0.00% | $1M | 43.5K | Q1 2026OLDER |
| KLP KAPITALFORVALTNING AS$25.5B AUM | 0.00% | $170,352 | 6.3K | Q1 2026OLDER |
| VANGUARD GROUP INC$6.90T AUM | 0.00% | $43M | 1.65M | Q4 2025OLDER |
| STATE STREET CORP$2.90T AUM | 0.00% | $18M | 661.1K | Q1 2026OLDER |
| STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM | 0.00% | $254,473 | 9.7K | Q4 2025OLDER |
| Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM | 0.00% | $329,618 | 12.2K | Q1 2026OLDER |
| D. E. Shaw & Co., Inc.$166.3B AUM | 0.00% | $931,095 | 34.4K | Q1 2026OLDER |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM | 0.00% | $399,029 | 14.8K | Q1 2026OLDER |
| Vanguard Investments Australia, Ltd.$34.6B AUM | 0.00% | $176,923 | 6.5K | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $4M | 161.8K | Q1 2026OLDER |
| True Wealth Design, LLC$360M AUM | 0.00% | $1,785 | 66 | Q1 2026OLDER |
| Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM | 0.00% | $215,725 | 8.0K | Q1 2026OLDER |
| Nuveen, LLC$369.3B AUM | 0.00% | $2M | 59.6K | Q1 2026OLDER |
| PRINCIPAL FINANCIAL GROUP INC$187.2B AUM | 0.00% | $800,952 | 29.6K | Q1 2026OLDER |
| VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM | 0.00% | $471,578 | 17.4K | Q1 2026OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $273,747 | 10.1K | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $6M | 234.9K | Q1 2026OLDER |
| Vanguard Global Advisers, LLC$186.5B AUM | 0.00% | $730,594 | 27.0K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $1M | 46.3K | Q1 2026OLDER |
| GAMMA Investing LLC$2.7B AUM | 0.00% | $10,141 | 330 | Q2 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM | 0.00% | $7M | 245.3K | Q1 2026OLDER |
| NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM | 0.00% | $248,822 | 9.2K | Q1 2026OLDER |
| Aquatic Capital Management LLC$3.5B AUM | 0.00% | $11,411 | 422 | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $120,409 | 4.5K | Q1 2026OLDER |
| MILLENNIUM MANAGEMENT LLC$240.3B AUM | 0.00% | $733,730 | 27.1K | Q1 2026OLDER |
| Essential Partners LLC$250M AUM | 0.00% | $764 | 31 | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $274,910 | 10.5K | Q4 2025OLDER |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM | 0.00% | $85,690 | 3.2K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $4M | 172.1K | Q1 2026OLDER |
| DEUTSCHE BANK AG\$302.7B AUM | 0.00% | $715,397 | 26.5K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $886,453 | 32.8K | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $45,049 | 1.7K | Q1 2026OLDER |
| Versant Capital Management, Inc$1.1B AUM | 0.00% | $2,274 | 74 | Q2 2026 |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $341,110 | 12.6K | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $1M | 43.5K | Q1 2026OLDER |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $833,751 | 30.8K | Q1 2026OLDER |
| CANADA PENSION PLAN INVESTMENT BOARD$155.0B AUM | 0.00% | $264,992 | 9.8K | Q1 2026OLDER |
| Quarry LP$558M AUM | 0.00% | $838 | 31 | Q1 2026OLDER |
| Invesco Ltd.$653.3B AUM | 0.00% | $956,757 | 35.4K | Q1 2026OLDER |
| Legal & General Group Plc$432.4B AUM | 0.00% | $630,383 | 23.3K | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $37,396 | 1.4K | Q2 2026 |
| UBS Group AG$666.3B AUM | 0.00% | $838,483 | 31.0K | Q1 2026OLDER |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.00% | $257,880 | 9.5K | Q1 2026OLDER |
| Physician Wealth Advisors, Inc.$719M AUM | 0.00% | $812 | 30 | Q1 2026OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $3,650 | 135 | Q1 2026OLDER |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.00% | $2,109 | 78 | Q1 2026OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $446,755 | 16.5K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $1M | 51.4K | Q1 2026OLDER |
| QUADRANT CAPITAL GROUP LLC$3.3B AUM | 0.00% | $2,894 | 107 | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $4,029 | 149 | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $487,014 | 18.6K | Q4 2025OLDER |
| PRICE T ROWE ASSOCIATES INC /MD/$865M AUM | 0.00% | $609 | 22.5K | Q1 2026OLDER |
| BARCLAYS PLC$416.3B AUM | 0.00% | $287,056 | 10.6K | Q1 2026OLDER |
| SIGNATUREFD, LLC$6.5B AUM | 0.00% | $4,110 | 152 | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $327,292 | 12.1K | Q2 2026 |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $1,325 | 49 | Q1 2026OLDER |
| CITIGROUP INC$234.5B AUM | 0.00% | $142,960 | 5.3K | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $263,000 | 9.7K | Q1 2026OLDER |
| Keating Financial Advisory Services, Inc.$619M AUM | 0.00% | $270 | 10 | Q1 2026OLDER |
| Trust Co$1.1B AUM | 0.00% | $462 | 17 | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $295,169 | 10.9K | Q1 2026OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $946 | 35 | Q1 2026OLDER |
| Fortitude Family Office, LLC$448M AUM | 0.00% | $135 | 5 | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $6,382 | 236 | Q1 2026OLDER |
| Sunbelt Securities, Inc.$1.6B AUM | 0.00% | $352 | 13 | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $11,681 | 432 | Q1 2026OLDER |
| TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM | 0.00% | $27 | 1 | Q1 2026OLDER |
| FMR LLC$1.90T AUM | 0.00% | $110,780 | 4.1K | Q1 2026OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $3,867 | 143 | Q1 2026OLDER |
| NISA INVESTMENT ADVISORS, LLC$27.0B AUM | 0.00% | $1,163 | 43 | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $2,055 | 76 | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $514 | 19 | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $5,134 | 193 | Q1 2026OLDER |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $944 | 40 | Q3 2025OLDER |
| Optiver Holding B.V.$289.5B AUM | 0.00% | $2,866 | 106 | Q2 2026 |
| SBI Securities Co., Ltd.$3.6B AUM | 0.00% | $24 | 1 | Q3 2025OLDER |
| ASSETMARK, INC$49.0B AUM | 0.00% | $209 | 8 | Q4 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.