BOKFBOK FINL CORP
CUSIP 05561Q201 · Yahoo Finance ↗ · Google Finance ↗
Bok Finl Corp (BOKF) has 282 institutional holders in Filings Flow’s 13F database, together reporting 21.35M shares worth $2.7B as of Q1 2026. The largest reported holders are George Kaiser Family Foundation, Dimensional Fund Advisors LP, and Vanguard Group Inc.
Institutional Holders
282
Q1 2026
Reported Value
$2.7B
Ticker
BOKF
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| GEORGE KAISER FAMILY FOUNDATION$883M AUM | 48.76% | $431M | 3.36M | Q1 2026OLDER |
| ARIEL INVESTMENTS, LLC$8.9B AUM | 2.36% | $211M | 1.65M | Q1 2026OLDER |
| AVENIR CORP$820M AUM | 1.95% | $16M | 125.0K | Q1 2026OLDER |
| PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C.$1.0B AUM | 0.64% | $6M | 50.0K | Q1 2026OLDER |
| CIBC WORLD MARKETS CORP$20.8B AUM | 0.63% | $131M | 1.11M | Q4 2025OLDER |
| DARK FOREST CAPITAL MANAGEMENT LP$1.1B AUM | 0.53% | $6M | 46.8K | Q1 2026OLDER |
| VELA Investment Management, LLC$436M AUM | 0.50% | $2M | 17.8K | Q4 2025OLDER |
| MARTIN & CO INC /TN/$587M AUM | 0.42% | $2M | 19.1K | Q1 2026OLDER |
| Avalon Advisory Group$248M AUM | 0.36% | $900,212 | 8.1K | Q3 2025OLDER |
| ISTHMUS PARTNERS, LLC$953M AUM | 0.35% | $3M | 26.2K | Q1 2026OLDER |
| INCEPTIONR LLC$415M AUM | 0.34% | $1M | 10.4K | Q4 2025OLDER |
| Probity Advisors, Inc.$631M AUM | 0.26% | $2M | 12.7K | Q1 2026OLDER |
| Informed Momentum Co LLC$866M AUM | 0.26% | $2M | 17.4K | Q1 2026OLDER |
| BOKF, NA$6.5B AUM | 0.25% | $16M | 127.0K | Q1 2026OLDER |
| Professional Financial Advisors, LLC$578M AUM | 0.25% | $1M | 9.4K | Q1 2026OLDER |
| CAMBIAR INVESTORS LLC$2.2B AUM | 0.24% | $5M | 40.5K | Q1 2026OLDER |
| Freestone Grove Partners LP$14.2B AUM | 0.23% | $33M | 257.0K | Q1 2026OLDER |
| AIGEN INVESTMENT MANAGEMENT, LP$389M AUM | 0.22% | $857,746 | 6.7K | Q1 2026OLDER |
| Plan Group Financial, LLC$426M AUM | 0.21% | $793,564 | 7.1K | Q3 2025OLDER |
| COWA, LLC$371M AUM | 0.21% | $784,111 | 6.1K | Q1 2026OLDER |
| Edgestream Partners, L.P.$3.0B AUM | 0.21% | $6M | 48.8K | Q1 2026OLDER |
| Polaris Capital Management, LLC$1.2B AUM | 0.19% | $2M | 18.2K | Q1 2026OLDER |
| EntryPoint Capital, LLC$341M AUM | 0.19% | $637,099 | 5.0K | Q1 2026OLDER |
| MQS Management LLC$148M AUM | 0.17% | $291,767 | 2.5K | Q4 2025OLDER |
| Aster Capital Management (DIFC) Ltd$306M AUM | 0.12% | $282,172 | 2.4K | Q4 2025OLDER |
| ANCHYRA PARTNERS LLC$330M AUM | 0.11% | $375,728 | 2.9K | Q1 2026OLDER |
| OCCUDO QUANTITATIVE STRATEGIES LP$1.8B AUM | 0.11% | $2M | 15.3K | Q1 2026OLDER |
| Galvin, Gaustad & Stein, LLC$1.2B AUM | 0.11% | $1M | 10.8K | Q1 2026OLDER |
| READYSTATE ASSET MANAGEMENT LP$2.2B AUM | 0.11% | $2M | 19.2K | Q1 2026OLDER |
| Elk River Wealth Management LLC$602M AUM | 0.11% | $647,471 | 5.1K | Q1 2026OLDER |
| CIBC Bancorp USA Inc.$74.4B AUM | 0.10% | $73M | 569.0K | Q1 2026OLDER |
| VARCOV Co.$268M AUM | 0.09% | $227,325 | 1.9K | Q4 2025OLDER |
| Numerai GP LLC$997M AUM | 0.09% | $890,657 | 7.0K | Q1 2026OLDER |
| CIBC WORLD MARKET INC.$61.3B AUM | 0.09% | $54M | 423.7K | Q1 2026OLDER |
| Perbak Capital Partners LLP$406M AUM | 0.08% | $334,237 | 2.6K | Q1 2026OLDER |
| REINHART PARTNERS, LLC.$4.4B AUM | 0.08% | $4M | 25.9K | Q2 2026 |
| Legacy Wealth Asset Management, LLC$456M AUM | 0.08% | $369,560 | 2.7K | Q2 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$2.7B AUM | 0.08% | $2M | 16.6K | Q1 2026OLDER |
| PALISADE CAPITAL MANAGEMENT, LP$3.0B AUM | 0.07% | $2M | 17.5K | Q1 2026OLDER |
| DIMENSIONAL FUND ADVISORS LP$481.4B AUM | 0.07% | $347M | 2.71M | Q1 2026OLDER |
| BLAIR WILLIAM & CO/IL$34.9B AUM | 0.07% | $25M | 195.2K | Q1 2026OLDER |
| Burk Holdings LLC$233M AUM | 0.07% | $162,795 | 1.3K | Q1 2026OLDER |
| AXQ CAPITAL, LP$777M AUM | 0.07% | $521,716 | 4.1K | Q1 2026OLDER |
| Frec Markets, Inc.$587M AUM | 0.06% | $377,905 | 3.0K | Q1 2026OLDER |
| EVERPAR ADVISORS LLC$352M AUM | 0.06% | $216,653 | 1.6K | Q2 2026 |
| ROYCE & ASSOCIATES LP$10.1B AUM | 0.06% | $6M | 45.0K | Q1 2026OLDER |
| MIRABELLA FINANCIAL SERVICES LLP$1.1B AUM | 0.05% | $540,669 | 4.2K | Q1 2026OLDER |
| Allspring Global Investments Holdings, LLC$59.7B AUM | 0.05% | $29M | 230.1K | Q1 2026OLDER |
| Ironwood Investment Counsel, LLC$694M AUM | 0.05% | $329,498 | 2.6K | Q1 2026OLDER |
| Campbell & CO Investment Adviser LLC$1.8B AUM | 0.05% | $824,322 | 6.4K | Q1 2026OLDER |
| Headlands Technologies LLC$878M AUM | 0.04% | $550,402 | 4.9K | Q3 2025OLDER |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.04% | $53M | 417.1K | Q1 2026OLDER |
| MEEDER ASSET MANAGEMENT INC$1.7B AUM | 0.04% | $709,539 | 6.4K | Q3 2025OLDER |
| DGS Capital Management, LLC$609M AUM | 0.04% | $245,747 | 1.9K | Q1 2026OLDER |
| BNP Paribas Asset Management Holding S.A.$86.1B AUM | 0.04% | $31M | 245.7K | Q1 2026OLDER |
| CHILDRESS CAPITAL ADVISORS, LLC$555M AUM | 0.03% | $211,214 | 1.8K | Q4 2025OLDER |
| Polymer Capital Management (HK) LTD$1.2B AUM | 0.03% | $244,834 | 2.2K | Q3 2025OLDER |
| Heritage Trust Co$997M AUM | 0.03% | $328,858 | 2.6K | Q1 2026OLDER |
| Olistico Wealth, LLC$203M AUM | 0.03% | $64,030 | 500 | Q1 2026OLDER |
| FIRST TRUST ADVISORS LP$140.0B AUM | 0.03% | $43M | 332.4K | Q1 2026OLDER |
| JACOBS LEVY EQUITY MANAGEMENT, INC$23.8B AUM | 0.03% | $7M | 56.5K | Q1 2026OLDER |
| Aquatic Capital Management LLC$3.5B AUM | 0.03% | $1M | 8.0K | Q1 2026OLDER |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.03% | $250,101 | 2.0K | Q1 2026OLDER |
| SPRUCEGROVE INVESTMENT MANAGEMENT LTD$625M AUM | 0.03% | $179,284 | 1.4K | Q1 2026OLDER |
| Summit Trail Advisors, LLC$7.0B AUM | 0.03% | $2M | 14.8K | Q1 2026OLDER |
| MERITAGE PORTFOLIO MANAGEMENT$1.5B AUM | 0.03% | $407,976 | 3.4K | Q4 2025OLDER |
| Brevan Howard Capital Management LP$11.3B AUM | 0.03% | $3M | 23.7K | Q1 2026OLDER |
| Vest Financial, LLC$8.3B AUM | 0.03% | $2M | 16.8K | Q1 2026OLDER |
| PANAGORA ASSET MANAGEMENT INC$26.7B AUM | 0.02% | $7M | 50.8K | Q1 2026OLDER |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.02% | $49M | 386.3K | Q1 2026OLDER |
| VICTORY CAPITAL MANAGEMENT INC$156.1B AUM | 0.02% | $35M | 272.4K | Q1 2026OLDER |
| SYON CAPITAL LLC$2.0B AUM | 0.02% | $430,154 | 3.4K | Q1 2026OLDER |
| Pathstone Holdings, LLC$25.1B AUM | 0.02% | $5M | 42.2K | Q1 2026OLDER |
| Wealth Enhancement Trust Services, Inc.$826M AUM | 0.02% | $173,905 | 1.4K | Q1 2026OLDER |
| FORA Capital, LLC$1.4B AUM | 0.02% | $286,960 | 2.2K | Q1 2026OLDER |
| Rafferty Asset Management, LLC$24.6B AUM | 0.02% | $5M | 36.4K | Q1 2026OLDER |
| Quantinno Capital Management LP$59.9B AUM | 0.02% | $10M | 81.9K | Q1 2026OLDER |
| ALLSTATE CORP$9.4B AUM | 0.02% | $2M | 11.8K | Q1 2026OLDER |
| Verition Fund Management LLC$15.4B AUM | 0.02% | $2M | 19.3K | Q1 2026OLDER |
| Jump Financial, LLC$7.5B AUM | 0.02% | $1M | 8.9K | Q1 2026OLDER |
| DRW Securities, LLC$7.2B AUM | 0.02% | $569,911 | 4.8K | Q4 2025OLDER |
| NISA INVESTMENT ADVISORS, LLC$27.0B AUM | 0.01% | $4M | 30.5K | Q1 2026OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.01% | $798,710 | 6.2K | Q2 2026 |
| GTS SECURITIES LLC$2.8B AUM | 0.01% | $367,532 | 2.9K | Q1 2026OLDER |
| Squarepoint Ops LLC$85.1B AUM | 0.01% | $11M | 85.6K | Q1 2026OLDER |
| Global Assets Advisory, LLC$349M AUM | 0.01% | $43,676 | 165 | Q1 2026OLDER |
| Laird Norton Wetherby Wealth Management, LLC$2.4B AUM | 0.01% | $287,516 | 2.6K | Q3 2025OLDER |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC$25.0B AUM | 0.01% | $3M | 21.9K | Q1 2026OLDER |
| FMR LLC$1.90T AUM | 0.01% | $182M | 1.42M | Q1 2026OLDER |
| Police & Firemen's Retirement System of New Jersey$11.7B AUM | 0.01% | $1M | 8.4K | Q1 2026OLDER |
| Laird Norton Wetherby Trust Company, LLC$4.6B AUM | 0.01% | $409,792 | 3.2K | Q1 2026OLDER |
| Brooklyn Investment Group$3.2B AUM | 0.01% | $282,517 | 2.2K | Q1 2026OLDER |
| GAMMA Investing LLC$2.7B AUM | 0.01% | $235,263 | 1.7K | Q2 2026 |
| SageView Advisory Group, LLC$3.0B AUM | 0.01% | $229,339 | 1.9K | Q4 2025OLDER |
| BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM | 0.01% | $6M | 46.6K | Q1 2026OLDER |
| RITHOLTZ WEALTH MANAGEMENT$5.8B AUM | 0.01% | $424,263 | 3.3K | Q1 2026OLDER |
| Caprock Group, LLC$4.1B AUM | 0.01% | $273,846 | 2.5K | Q3 2025OLDER |
| VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM | 0.01% | $127M | 988.6K | Q1 2026OLDER |
| Trexquant Investment LP$13.9B AUM | 0.01% | $897,829 | 7.0K | Q1 2026OLDER |
| D. E. Shaw & Co., Inc.$166.3B AUM | 0.01% | $10M | 74.8K | Q1 2026OLDER |
| KING LUTHER CAPITAL MANAGEMENT CORP$23.1B AUM | 0.01% | $1M | 10.3K | Q1 2026OLDER |
| NorthRock Partners, LLC$6.2B AUM | 0.01% | $349,604 | 2.7K | Q1 2026OLDER |
| Bridgewater Associates, LP$22.4B AUM | 0.01% | $2M | 13.0K | Q4 2025OLDER |
| GREENLEAF TRUST$10.2B AUM | 0.01% | $541,950 | 4.2K | Q1 2026OLDER |
| Qube Research & Technologies Ltd$89.9B AUM | 0.01% | $5M | 45.5K | Q3 2025OLDER |
| CAPITAL ADVISORS INC/OK$6.2B AUM | 0.01% | $314,771 | 2.5K | Q1 2026OLDER |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.00% | $454,421 | 3.5K | Q1 2026OLDER |
| Jefferies Financial Group Inc.$14.6B AUM | 0.00% | $713,551 | 5.6K | Q1 2026OLDER |
| Versant Capital Management, Inc$1.1B AUM | 0.00% | $52,080 | 375 | Q2 2026 |
| GHP Investment Advisors, Inc.$2.4B AUM | 0.00% | $112,025 | 875 | Q1 2026OLDER |
| Arizona State Retirement System$17.1B AUM | 0.00% | $778,733 | 6.1K | Q1 2026OLDER |
| City State Bank$385M AUM | 0.00% | $17,416 | 136 | Q1 2026OLDER |
| FIL Ltd$128.7B AUM | 0.00% | $6M | 45.0K | Q1 2026OLDER |
| Vanguard Personalized Indexing Management, LLC$10.2B AUM | 0.00% | $444,112 | 3.5K | Q1 2026OLDER |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM | 0.00% | $28M | 221.0K | Q1 2026OLDER |
| STATE STREET CORP$2.90T AUM | 0.00% | $124M | 969.4K | Q1 2026OLDER |
| Ares Financial Consulting, LLC$139M AUM | 0.00% | $5,972 | 43 | Q2 2026 |
| VANGUARD FIDUCIARY TRUST CO$396.1B AUM | 0.00% | $16M | 128.4K | Q1 2026OLDER |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM | 0.00% | $4M | 30.9K | Q1 2026OLDER |
| CHILTON CAPITAL MANAGEMENT LLC$2.9B AUM | 0.00% | $120,356 | 940 | Q1 2026OLDER |
| Forum Financial Management, LP$7.1B AUM | 0.00% | $318,539 | 2.7K | Q4 2025OLDER |
| Centiva Capital, LP$13.6B AUM | 0.00% | $551,554 | 4.3K | Q1 2026OLDER |
| QUADRANT CAPITAL GROUP LLC$3.3B AUM | 0.00% | $134,592 | 1.1K | Q1 2026OLDER |
| DIAMOND HILL CAPITAL MANAGEMENT INC$16.0B AUM | 0.00% | $636,586 | 5.0K | Q1 2026OLDER |
| VANGUARD GROUP INC$6.90T AUM | 0.00% | $272M | 2.30M | Q4 2025OLDER |
| Quent Capital, LLC$1.4B AUM | 0.00% | $55,066 | 430 | Q1 2026OLDER |
| Bank of New York Mellon Corp$543.9B AUM | 0.00% | $21M | 163.3K | Q1 2026OLDER |
| ELEVATION WEALTH PARTNERS, LLC$334M AUM | 0.00% | $12,500 | 90 | Q2 2026 |
| UBS Group AG$666.3B AUM | 0.00% | $25M | 193.4K | Q1 2026OLDER |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.00% | $2M | 19.6K | Q4 2025OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $132,030 | 1.0K | Q1 2026OLDER |
| Schonfeld Strategic Advisors LLC$14.2B AUM | 0.00% | $486,242 | 3.8K | Q1 2026OLDER |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.00% | $665,144 | 5.2K | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $20M | 157.2K | Q1 2026OLDER |
| Swiss National Bank$173.8B AUM | 0.00% | $6M | 44.0K | Q1 2026OLDER |
| GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM | 0.00% | $52M | 403.3K | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $28M | 215.6K | Q1 2026OLDER |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM | 0.00% | $963,267 | 7.5K | Q1 2026OLDER |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM | 0.00% | $2M | 12.6K | Q1 2026OLDER |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.00% | $6M | 48.1K | Q1 2026OLDER |
| TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM | 0.00% | $703,049 | 5.5K | Q1 2026OLDER |
| Basecamp Wealth Advisors LLC$469M AUM | 0.00% | $13,623 | 115 | Q2 2026 |
| Man Group plc$55.1B AUM | 0.00% | $2M | 12.0K | Q1 2026OLDER |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM | 0.00% | $450,643 | 3.5K | Q1 2026OLDER |
| VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM | 0.00% | $110M | 855.4K | Q1 2026OLDER |
| RHUMBLINE ADVISERS$116.9B AUM | 0.00% | $3M | 24.5K | Q1 2026OLDER |
| CITIGROUP INC$234.5B AUM | 0.00% | $6M | 46.4K | Q1 2026OLDER |
| BlackRock, Inc.$5.72T AUM | 0.00% | $143M | 1.12M | Q1 2026OLDER |
| KLP KAPITALFORVALTNING AS$25.5B AUM | 0.00% | $618,146 | 4.8K | Q1 2026OLDER |
| NORTHERN TRUST CORP$756.6B AUM | 0.00% | $18M | 142.9K | Q1 2026OLDER |
| SEI INVESTMENTS CO$108.4B AUM | 0.00% | $3M | 20.2K | Q1 2026OLDER |
| Allianz Asset Management GmbH$95.4B AUM | 0.00% | $2M | 17.8K | Q1 2026OLDER |
| Vanguard Investments Australia, Ltd.$34.6B AUM | 0.00% | $786,416 | 6.1K | Q1 2026OLDER |
| Point72 Asset Management, L.P.$78.1B AUM | 0.00% | $2M | 13.5K | Q1 2026OLDER |
| WESTWOOD HOLDINGS GROUP INC$13.7B AUM | 0.00% | $303,502 | 2.4K | Q1 2026OLDER |
| BARCLAYS PLC$416.3B AUM | 0.00% | $9M | 71.2K | Q1 2026OLDER |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $46,998 | 367 | Q1 2026OLDER |
| VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM | 0.00% | $2M | 19.4K | Q1 2026OLDER |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $10M | 79.4K | Q1 2026OLDER |
| Sequoia Financial Advisors, LLC$17.9B AUM | 0.00% | $372,263 | 2.9K | Q1 2026OLDER |
| CAPSTONE INVESTMENT ADVISORS, LLC$57.4B AUM | 0.00% | $1M | 8.8K | Q1 2026OLDER |
| NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM | 0.00% | $1M | 10.8K | Q1 2026OLDER |
| Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM | 0.00% | $827,011 | 6.5K | Q1 2026OLDER |
| Swiss Life Asset Management Ltd$20.4B AUM | 0.00% | $358,184 | 2.8K | Q1 2026OLDER |
| Fortitude Family Office, LLC$448M AUM | 0.00% | $7,684 | 60 | Q1 2026OLDER |
| Gotham Asset Management, LLC$32.7B AUM | 0.00% | $553,219 | 4.3K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $28M | 235.1K | Q1 2026OLDER |
| Elyxium Wealth, LLC$312M AUM | 0.00% | $5,686 | 48 | Q4 2025OLDER |
| CVA Family Office, LLC$950M AUM | 0.00% | $14,599 | 114 | Q1 2026OLDER |
| Sterling Capital Management LLC$5.3B AUM | 0.00% | $80,294 | 627 | Q1 2026OLDER |
| XPONANCE LLC$14.1B AUM | 0.00% | $202,079 | 1.6K | Q1 2026OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $39,554 | 316 | Q1 2026OLDER |
| COMMERCE BANK$20.7B AUM | 0.00% | $293,257 | 2.3K | Q1 2026OLDER |
| &PARTNERS$20.2B AUM | 0.00% | $283,435 | 2.2K | Q1 2026OLDER |
| Savant Capital, LLC$20.7B AUM | 0.00% | $287,674 | 2.2K | Q1 2026OLDER |
| Sachetta, LLC$184M AUM | 0.00% | $2,562 | 20 | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $18M | 139.9K | Q1 2026OLDER |
| Russell Investments Group, Ltd.$93.1B AUM | 0.00% | $1M | 9.5K | Q1 2026OLDER |
| Parkside Financial Bank & Trust$1.3B AUM | 0.00% | $16,904 | 132 | Q1 2026OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $41,877 | 327 | Q1 2026OLDER |
| NorthCoast Asset Management LLC$4.3B AUM | 0.00% | $321,282 | 2.9K | Q3 2025OLDER |
| Tidal Investments LLC$47.4B AUM | 0.00% | $569,355 | 4.4K | Q1 2026OLDER |
| Invesco Ltd.$653.3B AUM | 0.00% | $8M | 61.2K | Q1 2026OLDER |
| Focus Partners Wealth$89.9B AUM | 0.00% | $1M | 8.3K | Q1 2026OLDER |
| Nuveen, LLC$369.3B AUM | 0.00% | $4M | 33.9K | Q1 2026OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.00% | $207,664 | 1.8K | Q4 2025OLDER |
| Creative Planning$147.4B AUM | 0.00% | $2M | 13.0K | Q1 2026OLDER |
| Point72 Europe (London) LLP$2.0B AUM | 0.00% | $21,828 | 196 | Q3 2025OLDER |
| LRI Investments, LLC$1.1B AUM | 0.00% | $12,038 | 94 | Q1 2026OLDER |
| Connor, Clark & Lunn Investment Management Ltd.$43.4B AUM | 0.00% | $335,880 | 3.0K | Q3 2025OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $376,240 | 2.9K | Q1 2026OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.00% | $11,397 | 89 | Q1 2026OLDER |
| M&T BANK CORP$29.2B AUM | 0.00% | $289,799 | 2.3K | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $907,318 | 7.1K | Q1 2026OLDER |
| MILLENNIUM MANAGEMENT LLC$240.3B AUM | 0.00% | $2M | 17.9K | Q1 2026OLDER |
| Clearstead Trust, LLC$613M AUM | 0.00% | $5,763 | 45 | Q1 2026OLDER |
| Cornerstone Financial Management LLC$109M AUM | 0.00% | $1,024 | 8 | Q1 2026OLDER |
| MACKENZIE FINANCIAL CORP$83.3B AUM | 0.00% | $768,616 | 6.0K | Q1 2026OLDER |
| Walleye Capital LLC$24.0B AUM | 0.00% | $240,710 | 2.2K | Q3 2025OLDER |
| Marquette Asset Management, LLC$779M AUM | 0.00% | $6,944 | 50 | Q2 2026 |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $588,641 | 4.6K | Q1 2026OLDER |
| AMERICAN CENTURY COMPANIES INC$194.3B AUM | 0.00% | $2M | 12.9K | Q1 2026OLDER |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.00% | $487,268 | 3.8K | Q1 2026OLDER |
| Rossby Financial, LCC$489M AUM | 0.00% | $4,099 | 32 | Q1 2026OLDER |
| Principia Wealth Advisory, LLC$160M AUM | 0.00% | $1,303 | 11 | Q4 2025OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $4M | 33.7K | Q2 2026 |
| Keating Financial Advisory Services, Inc.$619M AUM | 0.00% | $4,866 | 38 | Q1 2026OLDER |
| TUDOR INVESTMENT CORP ET AL$53.9B AUM | 0.00% | $406,975 | 3.2K | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.00% | $562,490 | 5.0K | Q3 2025OLDER |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM | 0.00% | $841,482 | 6.6K | Q1 2026OLDER |
| MARSHALL WACE, LLP$100.4B AUM | 0.00% | $717,136 | 5.6K | Q1 2026OLDER |
| Private Wealth Management Group, LLC$381M AUM | 0.00% | $2,562 | 20 | Q1 2026OLDER |
| Mitsubishi UFJ Trust & Banking Corp$40.6B AUM | 0.00% | $266,365 | 2.1K | Q1 2026OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $458,087 | 3.7K | Q1 2026OLDER |
| CIBC Asset Management Inc$40.9B AUM | 0.00% | $266,493 | 2.1K | Q1 2026OLDER |
| Neuberger Berman Group LLC$131.4B AUM | 0.00% | $854,544 | 6.7K | Q1 2026OLDER |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.00% | $175,570 | 1.4K | Q1 2026OLDER |
| STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM | 0.00% | $275,073 | 2.1K | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $5M | 42.9K | Q1 2026OLDER |
| True Wealth Design, LLC$360M AUM | 0.00% | $2,178 | 17 | Q1 2026OLDER |
| Vanguard Global Advisers, LLC$186.5B AUM | 0.00% | $1M | 8.7K | Q1 2026OLDER |
| HSBC HOLDINGS PLC$191.6B AUM | 0.00% | $1M | 9.0K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $2M | 17.4K | Q1 2026OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.00% | $9,027 | 81 | Q3 2025OLDER |
| Walleye Trading LLC$60.0B AUM | 0.00% | $383,576 | 3.4K | Q3 2025OLDER |
| Janus Henderson Group Ltd.$209.4B AUM | 0.00% | $1M | 9.5K | Q1 2026OLDER |
| Hughes Financial Services, LLC$651M AUM | 0.00% | $3,714 | 29 | Q1 2026OLDER |
| Bell Investment Advisors, Inc$639M AUM | 0.00% | $3,586 | 28 | Q1 2026OLDER |
| Pictet Asset Management Holding SA$94.8B AUM | 0.00% | $527,351 | 4.1K | Q1 2026OLDER |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM | 0.00% | $978,378 | 7.6K | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $259,480 | 2.0K | Q1 2026OLDER |
| JFS WEALTH ADVISORS, LLC$1.8B AUM | 0.00% | $8,581 | 67 | Q1 2026OLDER |
| Legal & General Group Plc$432.4B AUM | 0.00% | $2M | 15.7K | Q1 2026OLDER |
| Rialto Wealth Management, LLC$445M AUM | 0.00% | $2,049 | 16 | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $247,425 | 1.9K | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $3M | 26.3K | Q1 2026OLDER |
| Bay Harbor Wealth Management, LLC$386M AUM | 0.00% | $1,664 | 13 | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $160,203 | 1.3K | Q1 2026OLDER |
| Torren Management, LLC$201M AUM | 0.00% | $797 | 6 | Q1 2026OLDER |
| Pinnacle Wealth Planning Services, Inc.$968M AUM | 0.00% | $3,714 | 29 | Q1 2026OLDER |
| Cerity Partners LLC$70.8B AUM | 0.00% | $270,476 | 2.1K | Q1 2026OLDER |
| CENTRAL TRUST Co$5.1B AUM | 0.00% | $19,209 | 150 | Q1 2026OLDER |
| SIGNATUREFD, LLC$6.5B AUM | 0.00% | $23,261 | 182 | Q1 2026OLDER |
| Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM | 0.00% | $206,177 | 1.6K | Q1 2026OLDER |
| ALLIANCEBERNSTEIN L.P.$308.8B AUM | 0.00% | $1M | 9.0K | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $64,030 | 500 | Q1 2026OLDER |
| Baird Financial Group, Inc.$64.0B AUM | 0.00% | $206,305 | 1.6K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $29,618 | 231 | Q1 2026OLDER |
| FIRST HORIZON CORP$2.4B AUM | 0.00% | $6,659 | 52 | Q1 2026OLDER |
| PRICE T ROWE ASSOCIATES INC /MD/$865M AUM | 0.00% | $2,302 | 18.0K | Q1 2026OLDER |
| PRUDENTIAL FINANCIAL INC$81.2B AUM | 0.00% | $217,865 | 2.0K | Q3 2025OLDER |
| Bruce G. Allen Investments, LLC$153M AUM | 0.00% | $384 | 3 | Q1 2026OLDER |
| Vermillion Wealth Management, Inc.$255M AUM | 0.00% | $640 | 5 | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $270,720 | 2.1K | Q1 2026OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $430,025 | 3.4K | Q1 2026OLDER |
| HFM Investment Advisors, LLC$260M AUM | 0.00% | $640 | 5 | Q1 2026OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $195,548 | 1.5K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $157,641 | 1.2K | Q1 2026OLDER |
| STRS OHIO$25.2B AUM | 0.00% | $57,243 | 447 | Q1 2026OLDER |
| DiNuzzo Private Wealth, Inc.$928M AUM | 0.00% | $2,049 | 16 | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $37,778 | 295 | Q1 2026OLDER |
| VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM | 0.00% | $205,384 | 1.8K | Q3 2025OLDER |
| MetLife Investment Management, LLC$19.6B AUM | 0.00% | $39,186 | 306 | Q1 2026OLDER |
| WHITTIER TRUST CO$8.9B AUM | 0.00% | $15,847 | 122 | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $564,232 | 4.4K | Q1 2026OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $706,891 | 5.5K | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $37,013 | 289 | Q1 2026OLDER |
| Innovative Asset Advisors Group, LLC$173M AUM | 0.00% | $256 | 2 | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $2M | 18.3K | Q1 2026OLDER |
| SJS Investment Consulting Inc.$819M AUM | 0.00% | $1,153 | 9 | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $34,197 | 289 | Q4 2025OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $6,147 | 48 | Q1 2026OLDER |
| CI INVESTMENTS INC.$20.6B AUM | 0.00% | $34 | 309 | Q3 2025OLDER |
| Daiwa Securities Group Inc.$34.8B AUM | 0.00% | $37 | 310 | Q4 2025OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $654,000 | 5.1K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $424,752 | 3.3K | Q1 2026OLDER |
| Amundi$367.1B AUM | 0.00% | $403,773 | 3.2K | Q1 2026OLDER |
| SouthState Bank Corp$2.1B AUM | 0.00% | $2,178 | 17 | Q1 2026OLDER |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $54,717 | 491 | Q3 2025OLDER |
| NBT BANK N A /NY$1.5B AUM | 0.00% | $1,409 | 11 | Q1 2026OLDER |
| DEUTSCHE BANK AG\$302.7B AUM | 0.00% | $274,048 | 2.1K | Q1 2026OLDER |
| Physician Wealth Advisors, Inc.$719M AUM | 0.00% | $641 | 5 | Q1 2026OLDER |
| CURIO WEALTH, LLC$293M AUM | 0.00% | $256 | 2 | Q1 2026OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $222,568 | 1.7K | Q1 2026OLDER |
| Blue Trust, Inc.$8.7B AUM | 0.00% | $7,171 | 56 | Q1 2026OLDER |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.00% | $1,281 | 10 | Q1 2026OLDER |
| Caitong International Asset Management Co., Ltd$541M AUM | 0.00% | $111 | 1 | Q3 2025OLDER |
| NOMURA ASSET MANAGEMENT CO LTD$38.8B AUM | 0.00% | $29,454 | 230 | Q1 2026OLDER |
| Bogart Wealth, LLC$2.6B AUM | 0.00% | $1,793 | 14 | Q1 2026OLDER |
| Eurizon Capital SGR S.p.A.$32.0B AUM | 0.00% | $22,152 | 187 | Q4 2025OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $36,724 | 287 | Q1 2026OLDER |
| TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM | 0.00% | $256 | 2 | Q1 2026OLDER |
| Arax Advisory Partners$3.5B AUM | 0.00% | $2,133 | 18 | Q4 2025OLDER |
| LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM | 0.00% | $15,239 | 119 | Q1 2026OLDER |
| DecisionPoint Financial, LLC$464M AUM | 0.00% | $257 | 2 | Q1 2026OLDER |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.00% | $1,024 | 8 | Q1 2026OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $1,665 | 13 | Q1 2026OLDER |
| MassMutual Private Wealth & Trust, FSB$3.9B AUM | 0.00% | $1,667 | 12 | Q2 2026 |
| Sunbelt Securities, Inc.$1.6B AUM | 0.00% | $640 | 5 | Q1 2026OLDER |
| AdvisorNet Financial, Inc$1.9B AUM | 0.00% | $768 | 6 | Q1 2026OLDER |
| SHP Wealth Management$1.3B AUM | 0.00% | $384 | 3 | Q1 2026OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $833 | 6 | Q2 2026 |
| Horizon Investments, LLC$8.9B AUM | 0.00% | $1,784 | 14 | Q1 2026OLDER |
| BROWN BROTHERS HARRIMAN & CO$18.6B AUM | 0.00% | $3,458 | 27 | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $1,281 | 10 | Q1 2026OLDER |
| TFC Financial Management, Inc.$812M AUM | 0.00% | $129 | 1 | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $23,691 | 185 | Q1 2026OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $780 | 7 | Q3 2025OLDER |
| MV CAPITAL MANAGEMENT, INC.$1.0B AUM | 0.00% | $129 | 1 | Q1 2026OLDER |
| UMB Bank, n.a.$7.2B AUM | 0.00% | $896 | 7 | Q1 2026OLDER |
| Wealthspire Advisors, LLC$12.7B AUM | 0.00% | $2,117 | 19 | Q3 2025OLDER |
| Tortoise Investment Management, LLC$1.2B AUM | 0.00% | $111 | 1 | Q3 2025OLDER |
| SBI Securities Co., Ltd.$3.6B AUM | 0.00% | $223 | 2 | Q3 2025OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $8,971 | 72 | Q1 2026OLDER |
| Clearstead Advisors, LLC$10.9B AUM | 0.00% | $385 | 3 | Q1 2026OLDER |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.00% | $557 | 5 | Q3 2025OLDER |
| BARTLETT & CO. WEALTH MANAGEMENT LLC$7.8B AUM | 0.00% | $133 | 1 | Q1 2026OLDER |
| ASSETMARK, INC$49.0B AUM | 0.00% | $640 | 5 | Q1 2026OLDER |
| SIMPLEX TRADING, LLC$149.1B AUM | 0.00% | $1 | 9 | Q3 2025OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $128 | 1 | Q2 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.