FIRST MID BANCSHARES, INC. - FMBH
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | No change | 2,375,794 | 114,251 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Ballentine Partners, LLC | History | No change | 1,670,229 | 80,321 | 0.98% | 0.98% | 2 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 1,225,522 | 59,732 | 0.01% | 0.01% | 3 | +57,752 | 4.95% | Q3 2026 | Nov 04, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 1,072,533 | 51,578 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 751,124 | 36,121 | 0.02% | 0.02% | 5 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 648,387 | 31,609 | 0.0% | 0.0% | 6 | -10,770 | -1.63% | Q3 2026 | Nov 06, 2026 |
| STATE STREET CORP | History | No change | 584,436 | 28,105 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| Boston Partners | History | Added to | 565,765 | 27,641 | 0.02% | 0.02% | 8 | +106,626 | 23.22% | Q3 2026 | Nov 10, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | No change | 503,186 | 24,198 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GW&K Investment Management, LLC | History | Reduced | 379,721 | 18,508 | 0.16% | 0.16% | 10 | -34,845 | -8.41% | Q3 2026 | Nov 10, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 344,995 | 16,590 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NORTHERN TRUST CORP | History | No change | 249,147 | 11,981 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 224,431 | 10,792 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 205,999 | 9,906 | 0.01% | 0.01% | 14 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 202,760 | 9,750 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 170,861 | 8,177 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | No change | 165,913 | 7,978 | 0.14% | 0.14% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rhino Investment Partners, Inc | History | No change | 165,818 | 7,974 | 2.41% | 2.41% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | History | No change | 163,484 | 7,861 | 0.02% | 0.02% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 159,983 | 7,693 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GENDELL JEFFREY L | History | No change | 137,473 | 6,611 | 0.06% | 0.06% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 135,673 | 6,524 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Siena Capital Partners GP, LLC | History | No change | 128,404 | 6,258 | 1.47% | 1.49% | 23 | 0 | 0.0% | Q3 2026 | Nov 10, 2026 |
| ENDEAVOUR CAPITAL ADVISORS INC | History | Reduced | 127,109 | 6,195 | 1.23% | 1.56% | 24 | -30,825 | -19.52% | Q3 2026 | Nov 06, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 114,356 | 5,573 | 0.0% | 0.0% | 25 | -414 | -0.36% | Q3 2026 | Nov 05, 2026 |
| COZAD ASSET MANAGEMENT INC | History | Added to | 113,670 | 5,540 | 0.37% | 0.32% | 26 | +11,200 | 10.93% | Q3 2026 | Nov 10, 2026 |
| Empowered Funds, LLC | History | No change | 114,413 | 5,502 | 0.03% | 0.03% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MALTESE CAPITAL MANAGEMENT LLC | History | No change | 105,700 | 5,083 | 0.93% | 0.93% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 100,382 | 4,827 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Western Wealth Management, LLC | History | No change | 84,964 | 4,141 | 0.14% | 0.13% | 30 | 0 | 0.0% | Q3 2026 | Nov 09, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 80,910 | 3,890 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 74,154 | 3,566 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Creative Planning | History | Reduced | 72,327 | 3,525 | 0.0% | 0.0% | 33 | -633 | -0.87% | Q3 2026 | Nov 02, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | No change | 66,368 | 3,191 | 0.02% | 0.02% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | No change | 62,757 | 3,017 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 59,061 | 2,878 | 0.0% | 0.0% | 36 | -3,467 | -5.54% | Q3 2026 | Nov 06, 2026 |
| Nuveen, LLC | History | Added to | 55,399 | 2,700 | 0.0% | 0.0% | 37 | +9,442 | 20.55% | Q3 2026 | Nov 10, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | No change | 53,084 | 2,552 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WEDGE CAPITAL MANAGEMENT L L P/NC | History | Reduced | 52,104 | 2,539 | 0.04% | 0.04% | 39 | -348 | -0.66% | Q3 2026 | Oct 13, 2026 |
| DEPRINCE RACE & ZOLLO INC | History | Reduced | 46,449 | 2,263 | 0.04% | 0.04% | 40 | -2,162 | -4.45% | Q3 2026 | Oct 13, 2026 |
| Swiss National Bank | History | No change | 46,700 | 2,245 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 45,165 | 2,171 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 44,657 | 2,147 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 43,647 | 2,127 | 0.0% | 0.0% | 44 | +17,479 | 66.8% | Q3 2026 | Nov 02, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 39,603 | 1,930 | 0.0% | 0.0% | 45 | +6,003 | 17.87% | Q3 2026 | Nov 10, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 39,986 | 1,922 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Fisher Asset Management, LLC | History | No change | 39,395 | 1,920 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q3 2026 | Nov 06, 2026 |
| Quantinno Capital Management LP | History | No change | 37,344 | 1,795 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HoldCo Asset Management, LP | History | No change | 33,284 | 1,600 | 0.1% | 0.1% | 49 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 31,996 | 1,559 | 0.0% | 0.0% | 50 | +3,169 | 10.99% | Q3 2026 | Nov 10, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 31,570 | 1,518 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mariner, LLC | History | No change | 28,591 | 1,374 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 28,548 | 1,372 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | No change | 28,285 | 1,360 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Invesco Ltd. | History | No change | 27,476 | 1,321 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Visionary Wealth Advisors | History | Reduced | 26,903 | 1,311 | 0.05% | 0.05% | 56 | -1,228 | -4.37% | Q3 2026 | Nov 04, 2026 |
| State of New Jersey Common Pension Fund D | History | No change | 25,986 | 1,266 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | No change | 25,817 | 1,241 | 0.03% | 0.03% | 58 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Armstrong, Fleming & Moore, Inc | History | No change | 24,930 | 1,215 | 0.4% | 0.4% | 59 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| GLOBEFLEX CAPITAL L P | History | No change | 23,714 | 1,140 | 0.15% | 0.15% | 60 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 23,356 | 1,123 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 22,232 | 1,083 | 0.0% | 0.0% | 62 | -2,168 | -8.89% | Q3 2026 | Nov 06, 2026 |
| DUNCKER STREETT & CO INC | History | Reduced | 21,411 | 1,043 | 0.17% | 0.19% | 63 | -1,800 | -7.75% | Q3 2026 | Oct 27, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 25,045 | 1,031 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | Added to | 20,779 | 1,012 | 0.0% | 0.0% | 65 | +4,402 | 26.88% | Q3 2026 | Nov 10, 2026 |
| MAI Capital Management | History | No change | 20,301 | 976 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 20,235 | 974 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | Added to | 19,246 | 938 | 0.0% | 0.0% | 68 | +2,421 | 14.39% | Q3 2026 | Nov 10, 2026 |
| BARCLAYS PLC | History | Added to | 19,030 | 927 | 0.0% | 0.0% | 69 | +8,968 | 89.13% | Q3 2026 | Nov 06, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 17,770 | 866 | 0.0% | 0.0% | 70 | +4,518 | 34.09% | Q3 2026 | Nov 02, 2026 |
| Cetera Investment Advisers | History | No change | 17,559 | 844 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| STRS OHIO | History | Added to | 16,800 | 818 | 0.0% | 0.0% | 72 | +4,800 | 40.0% | Q3 2026 | Oct 30, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 16,962 | 815 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 15,424 | 759 | 0.0% | 0.0% | 74 | +10,363 | 204.76% | Q3 2026 | Oct 13, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 15,086 | 725 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CITIGROUP INC | History | Added to | 14,859 | 724 | 0.0% | 0.0% | 76 | +632 | 4.44% | Q3 2026 | Nov 04, 2026 |
| Legal & General Group Plc | History | No change | 15,016 | 722 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Added to | 14,504 | 706 | 0.0% | 0.0% | 78 | +3,743 | 34.78% | Q3 2026 | Nov 10, 2026 |
| MetLife Investment Management, LLC | History | No change | 14,374 | 691 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | No change | 13,800 | 663 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Jupiter Topco LLC | History | No change | 13,588 | 654 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 13,150 | 640 | 0.0% | 0.0% | 82 | +932 | 7.63% | Q3 2026 | Nov 10, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 13,013 | 625 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Valeo Financial Advisors, LLC | History | Added to | 12,609 | 614 | 0.01% | 0.01% | 84 | +53 | 0.42% | Q3 2026 | Oct 08, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 12,320 | 592 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 12,200 | 586 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HSBC HOLDINGS PLC | History | No change | 11,966 | 574 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SG Americas Securities, LLC | History | No change | 11,541 | 555 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ALPS ADVISORS INC | History | New | 11,370 | 554 | 0.0% | — | 89 | +11,370 | New | Q3 2026 | Nov 02, 2026 |
| Estate Counselors, LLC | History | No change | 11,385 | 547 | 0.05% | 0.05% | 90 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 11,343 | 545 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 11,147 | 536 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Reduced | 10,378 | 505 | 0.01% | 0.01% | 93 | -47 | -0.45% | Q3 2026 | Oct 13, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 10,262 | 493 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 10,188 | 489 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 9,920 | 477 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 9,831 | 472 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FIFTH THIRD BANCORP | History | No change | 9,454 | 460 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | No change | 9,480 | 455 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| US BANCORP \DE\ | History | No change | 9,042 | 440 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Reduced | 8,655 | 421 | 0.0% | 0.0% | 101 | -1,869 | -17.76% | Q3 2026 | Nov 10, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 8,145 | 391 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | No change | 7,657 | 368 | 0.01% | 0.01% | 103 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Savant Capital, LLC | History | New | 7,352 | 358 | 0.0% | — | 104 | +7,352 | New | Q3 2026 | Nov 05, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 7,300 | 355 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q3 2026 | Nov 10, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 7,265 | 354 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q3 2026 | Nov 09, 2026 |
| LPL Financial LLC | History | Added to | 7,191 | 350 | 0.0% | 0.0% | 107 | +1,003 | 16.21% | Q3 2026 | Nov 06, 2026 |
| Sterling Capital Management LLC | History | Reduced | 6,589 | 321 | 0.01% | 0.01% | 108 | -16 | -0.24% | Q3 2026 | Oct 22, 2026 |
| Arizona State Retirement System | History | Added to | 6,558 | 319 | 0.0% | 0.0% | 109 | +130 | 2.02% | Q3 2026 | Nov 03, 2026 |
| CHOREO, LLC | History | Added to | 6,533 | 318 | 0.0% | 0.0% | 110 | +70 | 1.08% | Q3 2026 | Oct 28, 2026 |
| CarsonAllaria Wealth Management, Ltd. | History | No change | 6,513 | 313 | 0.14% | 0.14% | 111 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| FEDERATED HERMES, INC. | History | No change | 5,953 | 286 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 5,790 | 278 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Added to | 5,429 | 264 | 0.0% | 0.0% | 114 | +91 | 1.7% | Q3 2026 | Nov 10, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Reduced | 4,850 | 236 | 0.0% | 0.0% | 115 | -2,893 | -37.36% | Q3 2026 | Nov 10, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | No change | 4,837 | 232 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 4,685 | 228 | 0.0% | 0.0% | 117 | -3,900 | -45.43% | Q3 2026 | Nov 10, 2026 |
| Equitable Holdings, Inc. | History | No change | 4,500 | 216 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 4,223 | 205 | 0.0% | 0.0% | 119 | -45 | -1.05% | Q3 2026 | Nov 06, 2026 |
| XTX Topco Ltd | History | No change | 4,178 | 200 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 3,966 | 190 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 3,710 | 178 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PL Capital Advisors, LLC | History | No change | 3,344 | 162 | 0.05% | 0.04% | 123 | 0 | 0.0% | Q3 2026 | Nov 10, 2026 |
| City State Bank | History | No change | 3,062 | 149 | 0.03% | 0.03% | 124 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 2,755 | 132 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Hills Bank & Trust Co | History | No change | 2,364 | 115 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q3 2026 | Nov 10, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 2,236 | 107 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Arax Advisory Partners | History | No change | 1,972 | 94 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 1,744 | 83 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 1,573 | 76 | 0.01% | 0.0% | 130 | +317 | 25.24% | Q3 2026 | Oct 27, 2026 |
| SIGNATUREFD, LLC | History | Added to | 1,465 | 71 | 0.0% | 0.0% | 131 | +11 | 0.76% | Q3 2026 | Oct 23, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 1,407 | 67 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Quantbot Technologies LP | History | No change | 1,284 | 61 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 1,170 | 57 | 0.0% | 0.0% | 134 | +310 | 36.05% | Q3 2026 | Oct 20, 2026 |
| State of Alaska, Department of Revenue | History | No change | 958 | 46 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| USA FINANCIAL FORMULAS | History | New | 814 | 39 | 0.01% | — | 136 | +814 | New | Q3 2026 | Oct 16, 2026 |
| ROYAL BANK OF CANADA | History | No change | 784 | 38 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Hickory Point Bank & Trust | History | No change | 696 | 33 | 0.02% | 0.02% | 138 | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| Parallel Advisors, LLC | History | Added to | 621 | 30 | 0.0% | 0.0% | 139 | +72 | 13.11% | Q3 2026 | Nov 03, 2026 |
| Larson Financial Group LLC | History | Added to | 572 | 27 | 0.0% | — | 140 | +569 | 18966.67% | Q3 2026 | Nov 05, 2026 |
| GAMMA Investing LLC | History | Reduced | 505 | 24 | 0.0% | 0.0% | 142 | -11 | -2.13% | Q3 2026 | Oct 08, 2026 |
| Versant Capital Management, Inc | History | No change | 499 | 24 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 495 | 23 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Westside Investment Management, Inc. | History | No change | 430 | 21 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Allworth Financial LP | History | Added to | 413 | 19 | 0.0% | 0.0% | 145 | +67 | 19.36% | Q3 2026 | Nov 06, 2026 |
| KFG LLC | History | New | 355 | 17 | 0.01% | — | 147 | +355 | New | Q3 2026 | Nov 02, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 351 | 17 | 0.0% | 0.0% | 146 | +47 | 15.46% | Q3 2026 | Oct 08, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 328 | 15 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| IFP Advisors, Inc | History | No change | 269 | 13 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 258 | 12 | 0.0% | 0.0% | 150 | +18 | 7.5% | Q3 2026 | Nov 04, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | No change | 248 | 11 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| State of Wyoming | History | New | 206 | 10 | 0.0% | — | 153 | +206 | New | Q3 2026 | Oct 28, 2026 |
| Optiver Holding B.V. | History | No change | 216 | 10 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | History | New | 203 | 9 | 0.0% | — | 154 | +203 | New | Q3 2026 | Oct 16, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 165 | 8 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q3 2026 | Nov 10, 2026 |
| ASSETMARK, INC | History | No change | 174 | 8 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| HARBOUR INVESTMENTS, INC. | History | New | 141 | 6 | 0.0% | — | 157 | +141 | New | Q3 2026 | Nov 09, 2026 |
| Fortitude Family Office, LLC | History | Added to | 83 | 4 | 0.0% | 0.0% | 159 | +48 | 137.14% | Q3 2026 | Oct 14, 2026 |
| Clearstead Advisors, LLC | History | Added to | 94 | 4 | 0.0% | 0.0% | 158 | +11 | 13.25% | Q3 2026 | Nov 06, 2026 |
| Bare Financial Services, Inc | History | No change | 102 | 4 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Clark Wealth Partners | History | New | 62 | 3 | 0.0% | — | 163 | +62 | New | Q3 2026 | Oct 16, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 74 | 3 | 0.0% | 0.0% | 161 | +3 | 4.23% | Q3 2026 | Nov 10, 2026 |
| Essential Partners LLC | History | No change | 65 | 3 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | New | 61 | 2 | 0.0% | — | 165 | +61 | New | Q3 2026 | Nov 09, 2026 |
| Root Financial Partners, LLC | History | New | 53 | 2 | 0.0% | — | 166 | +53 | New | Q3 2026 | Oct 21, 2026 |
| Torren Management, LLC | History | No change | 54 | 2 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Global Retirement Partners, LLC | History | New | 22 | 1 | 0.0% | — | 171 | +22 | New | Q3 2026 | Nov 10, 2026 |
| Covestor Ltd | History | Added to | 10 | 1 | 0.0% | — | 168 | +2 | 25.0% | Q3 2026 | Oct 30, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | No change | 25 | 1 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q3 2026 | Nov 06, 2026 |
| True Wealth Design, LLC | History | No change | 27 | 1 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Private Wealth Management Group, LLC | History | No change | 29 | 1 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Closed out | 0 | 0 | — | 0.0% | — | -6,469 | -100.0% | Q3 2026 | Nov 05, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,902 | -100.0% | Q3 2026 | Nov 09, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Closed out | 0 | 0 | — | 0.0% | — | -2,076 | -100.0% | Q3 2026 | Oct 22, 2026 |
| Provenance Wealth Advisors, LLC | History | New | 6 | 0 | — | — | — | +6 | New | Q3 2026 | Oct 30, 2026 |
| GK Wealth Management LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q3 2026 | Oct 09, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 7 | 0 | — | — | — | +1 | 16.67% | Q3 2026 | Oct 26, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| RAFFA WEALTH MANAGEMENT, LLC | History | No change | 17 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Trust Co | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| Quarry LP | History | No change | 14 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bruce G. Allen Investments, LLC | History | No change | 14 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |