PEOPLES BANCORP INC - PEBO
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 | 3,335,413 | 128,113 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 2,287,918 | 83,722 | 0.02% | 0.02% | 2 | +14,466 | 0.64% | Q3 2026 | Nov 04, 2026 |
| STATE STREET CORP | History | No change | 2,052,253 | 78,827 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 1,529,301 | 58,740 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 1,095,934 | 42,094 | 0.02% | 0.02% | 5 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 971,766 | 37,332 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BROWN ADVISORY INC | History | No change | 816,178 | 31,349 | 0.05% | 0.05% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Invesco Ltd. | History | No change | 793,248 | 30,468 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 566,652 | 21,765 | 0.01% | 0.01% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 566,488 | 21,758 | 0.01% | 0.01% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 478,993 | 18,398 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PEOPLES BANK /OH | History | Reduced | 442,147 | 16,178 | 7.47% | 8.76% | 12 | -1,416 | -0.32% | Q3 2026 | Oct 26, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 374,032 | 14,366 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 356,069 | 13,676 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NORTHERN TRUST CORP | History | No change | 332,435 | 12,768 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 298,790 | 11,476 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | History | No change | 298,660 | 11,471 | 0.03% | 0.03% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | No change | 279,682 | 10,742 | 0.19% | 0.19% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 264,429 | 9,675 | 0.0% | 0.0% | 19 | -638 | -0.24% | Q3 2026 | Nov 05, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | No change | 250,239 | 9,611 | 0.11% | 0.11% | 20 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Wealth Preservation Advisors, LLC | History | Reduced | 251,819 | 9,214 | 4.4% | 5.67% | 21 | -6,984 | -2.7% | Q3 2026 | Nov 05, 2026 |
| CSM Advisors, LLC | History | No change | 239,462 | 9,201 | 0.2% | 0.2% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 235,998 | 9,064 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 218,964 | 8,410 | 0.01% | 0.01% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 204,524 | 7,855 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Empowered Funds, LLC | History | No change | 172,412 | 6,622 | 0.03% | 0.03% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 168,626 | 6,476 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 168,297 | 6,381 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LSV ASSET MANAGEMENT | History | No change | 136,094 | 5,227 | 0.01% | 0.01% | 29 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 134,083 | 5,150 | 0.02% | 0.02% | 30 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MORGAN STANLEY | History | No change | 123,197 | 4,732 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| COMMUNITY TRUST & INVESTMENT CO | History | Reduced | 104,549 | 3,825 | 0.19% | 0.34% | 32 | -64,946 | -38.32% | Q3 2026 | Oct 15, 2026 |
| Ategra Capital Management, LLC | History | No change | 89,292 | 3,429 | 1.54% | 1.54% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | Added to | 93,239 | 3,411 | 0.0% | 0.0% | 34 | +11,622 | 14.24% | Q3 2026 | Nov 02, 2026 |
| Qube Research & Technologies Ltd | History | No change | 87,378 | 3,356 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FEDERATED HERMES, INC. | History | No change | 82,035 | 3,150 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 79,471 | 3,052 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nuveen, LLC | History | No change | 77,338 | 2,970 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Polaris Capital Management, LLC | History | No change | 79,800 | 2,919 | 0.31% | 0.29% | 39 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| PRIVATE MANAGEMENT GROUP INC | History | Reduced | 78,859 | 2,885 | 0.08% | 0.59% | 40 | -501,610 | -86.41% | Q3 2026 | Nov 04, 2026 |
| Elizabeth Park Capital Advisors, Ltd. | History | No change | 74,167 | 2,848 | 1.97% | 1.97% | 41 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 72,033 | 2,767 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Swiss National Bank | History | No change | 70,000 | 2,688 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| IEQ CAPITAL, LLC | History | No change | 69,018 | 2,650 | 0.01% | 0.01% | 44 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Quantinno Capital Management LP | History | No change | 68,290 | 2,623 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 65,209 | 2,504 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Numerai GP LLC | History | No change | 61,088 | 2,346 | 0.19% | 0.19% | 47 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Graver Capital Management, LLC | History | No change | 56,988 | 2,188 | 1.56% | 1.56% | 48 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| RHUMBLINE ADVISERS | History | No change | 56,647 | 2,175 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 56,388 | 2,165 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Added to | 57,044 | 2,087 | 0.05% | 0.01% | 51 | +45,517 | 394.87% | Q3 2026 | Oct 16, 2026 |
| Fisher Asset Management, LLC | History | No change | 49,396 | 1,897 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 48,624 | 1,867 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| UBS Group AG | History | No change | 47,577 | 1,827 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 47,045 | 1,806 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| State of New Jersey Common Pension Fund D | History | Reduced | 47,545 | 1,739 | 0.01% | 0.01% | 56 | -32,540 | -40.63% | Q3 2026 | Nov 05, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 45,000 | 1,728 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CITADEL ADVISORS LLC | History | No change | 44,628 | 1,714 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Fonville Wealth Management LLC | History | Reduced | 44,908 | 1,643 | 0.25% | 0.31% | 59 | -3,930 | -8.05% | Q3 2026 | Oct 27, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 41,200 | 1,582 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| SEI INVESTMENTS CO | History | No change | 38,869 | 1,492 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cerity Partners LLC | History | No change | 38,349 | 1,472 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 43,649 | 1,434 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 37,078 | 1,424 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Pinnacle Holdings, LLC | History | No change | 36,888 | 1,416 | 0.44% | 0.44% | 65 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Uncommon Cents Investing Inc | History | Reduced | 38,465 | 1,407 | 0.31% | 0.32% | 66 | -375 | -0.97% | Q3 2026 | Oct 20, 2026 |
| Jackson Creek Investment Advisors LLC | History | Reduced | 38,235 | 1,399 | 0.48% | 0.53% | 67 | -497 | -1.28% | Q3 2026 | Nov 04, 2026 |
| Shoker Investment Counsel, Inc. | History | Added to | 37,806 | 1,383 | 0.36% | 0.36% | 68 | +379 | 1.01% | Q3 2026 | Nov 04, 2026 |
| LPL Financial LLC | History | No change | 35,692 | 1,370 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Pathway Financial Advisers, LLC | History | Added to | 36,389 | 1,331 | 0.33% | 0.35% | 70 | +14 | 0.04% | Q3 2026 | Oct 26, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 31,122 | 1,195 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 30,570 | 1,174 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Legal & General Group Plc | History | No change | 28,523 | 1,095 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Odyssean, LLC | History | No change | 27,226 | 1,045 | 0.17% | 0.17% | 74 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WEDGE CAPITAL MANAGEMENT L L P/NC | History | Added to | 28,523 | 1,043 | 0.02% | 0.02% | 75 | +1,905 | 7.16% | Q3 2026 | Oct 13, 2026 |
| SG Americas Securities, LLC | History | No change | 27,100 | 1,041 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Mariner, LLC | History | No change | 26,401 | 1,013 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | No change | 26,035 | 1,000 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CITIGROUP INC | History | Reduced | 27,190 | 994 | 0.0% | 0.0% | 79 | -40,638 | -59.91% | Q3 2026 | Nov 04, 2026 |
| Atom Investors LP | History | No change | 25,627 | 984 | 0.09% | 0.09% | 80 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | No change | 25,420 | 976 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BARCLAYS PLC | History | No change | 24,895 | 956 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 24,019 | 922 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 23,978 | 920 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FMR LLC | History | No change | 23,548 | 904 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MIRABELLA FINANCIAL SERVICES LLP | History | No change | 22,813 | 876 | 0.08% | 0.08% | 86 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 23,846 | 865 | 0.0% | 0.0% | 87 | +1,655 | 7.46% | Q3 2026 | Oct 13, 2026 |
| MetLife Investment Management, LLC | History | No change | 20,798 | 798 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Added to | 21,236 | 777 | 0.02% | 0.02% | 89 | +1,534 | 7.79% | Q3 2026 | Oct 13, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 21,111 | 772 | 0.0% | 0.01% | 90 | -3,012 | -12.49% | Q3 2026 | Oct 27, 2026 |
| Russell Investments Group, Ltd. | History | No change | 19,026 | 730 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Rafferty Asset Management, LLC | History | No change | 18,309 | 703 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 17,919 | 688 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Jupiter Topco LLC | History | No change | 17,248 | 662 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| XTX Topco Ltd | History | No change | 17,226 | 661 | 0.01% | 0.01% | 95 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Inspire Investing, LLC | History | Reduced | 17,298 | 632 | 0.03% | 0.03% | 96 | -503 | -2.83% | Q3 2026 | Oct 22, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 16,422 | 630 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | No change | 16,211 | 622 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| MAI Capital Management | History | No change | 16,142 | 620 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 15,685 | 602 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| Patriot Financial Partners GP II, L.P. | History | No change | 15,689 | 574 | 0.19% | 0.15% | 101 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 15,643 | 572 | 0.0% | 0.0% | 102 | +1,075 | 7.38% | Q3 2026 | Nov 05, 2026 |
| nVerses Capital, LLC | History | No change | 14,822 | 569 | 0.87% | 0.87% | 103 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | No change | 14,800 | 568 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Waverly Advisors, LLC | History | No change | 14,754 | 566 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Keystone Financial Group | History | No change | 14,542 | 558 | 0.03% | 0.03% | 106 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Campbell & CO Investment Adviser LLC | History | No change | 13,976 | 536 | 0.03% | 0.03% | 107 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| ROYAL BANK OF CANADA | History | No change | 13,722 | 528 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HSBC HOLDINGS PLC | History | No change | 13,561 | 516 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| StoneX Group Inc. | History | New | 12,952 | 506 | 0.02% | — | 110 | +12,952 | New | Q3 2026 | Nov 03, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 12,802 | 491 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MOODY NATIONAL BANK TRUST DIVISION | History | No change | 13,018 | 476 | 0.04% | 0.04% | 112 | 0 | 0.0% | Q3 2026 | Oct 06, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 12,343 | 474 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Brevan Howard Capital Management LP | History | No change | 12,303 | 472 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Added to | 12,773 | 467 | 0.03% | 0.03% | 115 | +931 | 7.86% | Q3 2026 | Oct 22, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 12,115 | 465 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Squarepoint Ops LLC | History | No change | 12,128 | 465 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Maridea Wealth Management LLC | History | No change | 12,051 | 462 | 0.05% | 0.05% | 118 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Vise Technologies, Inc. | History | Added to | 12,069 | 441 | 0.0% | 0.0% | 119 | +6,145 | 103.73% | Q3 2026 | Oct 28, 2026 |
| Jump Financial, LLC | History | No change | 11,330 | 435 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 10,818 | 415 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Trexquant Investment LP | History | No change | 10,795 | 414 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Plan A Wealth LLC | History | No change | 10,389 | 380 | 0.14% | 0.17% | 123 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| MQS Management LLC | History | No change | 9,826 | 377 | 0.46% | 0.46% | 124 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 9,667 | 371 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HighTower Advisors, LLC | History | No change | 9,618 | 369 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Arizona State Retirement System | History | Added to | 9,864 | 360 | 0.0% | 0.0% | 127 | +201 | 2.08% | Q3 2026 | Nov 03, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | No change | 8,686 | 333 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| GREENWOOD GEARHART LLC | History | No change | 9,110 | 333 | 0.02% | 0.02% | 129 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 9,051 | 331 | 0.0% | 0.0% | 130 | +57 | 0.63% | Q3 2026 | Nov 02, 2026 |
| Archer Investment Corp | History | New | 8,965 | 328 | 0.06% | — | 131 | +8,965 | New | Q3 2026 | Nov 05, 2026 |
| Engineers Gate Manager LP | History | No change | 8,504 | 326 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Corient Private Wealth LP | History | No change | 8,442 | 324 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 8,390 | 322 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 8,375 | 321 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 8,199 | 314 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 7,943 | 305 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 7,953 | 305 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 8,025 | 293 | 0.0% | 0.0% | 139 | -41 | -0.51% | Q3 2026 | Nov 02, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 7,600 | 291 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 7,312 | 280 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 6,916 | 266 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | No change | 6,936 | 266 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Swiss Life Asset Management Ltd | History | New | 7,249 | 265 | 0.0% | — | 145 | +7,249 | New | Q3 2026 | Nov 03, 2026 |
| Prospera Financial Services Inc | History | New | 6,888 | 265 | 0.0% | — | 144 | +6,888 | New | Q3 2026 | Nov 04, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 6,809 | 261 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 6,742 | 258 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WESBANCO BANK INC | History | No change | 6,259 | 229 | 0.01% | 0.01% | 148 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | No change | 5,971 | 229 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IFG Advisory, LLC | History | No change | 5,934 | 227 | 0.01% | 0.01% | 150 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HB Wealth Management, LLC | History | Added to | 6,085 | 222 | 0.0% | 0.0% | 151 | +818 | 15.53% | Q3 2026 | Oct 23, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 5,882 | 215 | 0.0% | 0.0% | 152 | +328 | 5.91% | Q3 2026 | Nov 03, 2026 |
| Align Financial, LLC | History | No change | 5,897 | 215 | 0.1% | 0.11% | 153 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| GENDELL JEFFREY L | History | No change | 5,589 | 214 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 5,414 | 207 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 5,402 | 207 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Focus Partners Wealth | History | No change | 5,290 | 203 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Arax Advisory Partners | History | No change | 3,812 | 146 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 3,237 | 124 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 3,253 | 124 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 2,886 | 110 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 2,784 | 106 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 2,242 | 82 | 0.0% | 0.0% | 163 | -652 | -22.53% | Q3 2026 | Oct 20, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 1,876 | 72 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PlanVest Financial, Inc | History | No change | 1,584 | 60 | 0.04% | 0.04% | 165 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| DUNCKER STREETT & CO INC | History | No change | 1,496 | 54 | 0.01% | 0.01% | 166 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| State of Alaska, Department of Revenue | History | No change | 1,431 | 52 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| US BANCORP \DE\ | History | Added to | 1,386 | 50 | 0.0% | 0.0% | 168 | +78 | 5.96% | Q3 2026 | Nov 05, 2026 |
| Allworth Financial LP | History | No change | 1,307 | 50 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | No change | 1,193 | 45 | 0.01% | 0.01% | 170 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | No change | 865 | 33 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 848 | 31 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 817 | 29 | 0.0% | 0.0% | 173 | +65 | 8.64% | Q3 2026 | Nov 04, 2026 |
| NewEdge Advisors, LLC | History | No change | 700 | 26 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sterling Capital Management LLC | History | Reduced | 694 | 25 | 0.0% | 0.0% | 175 | -25 | -3.48% | Q3 2026 | Oct 22, 2026 |
| IFP Advisors, Inc | History | No change | 671 | 24 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| GAMMA Investing LLC | History | Added to | 641 | 23 | 0.0% | 0.0% | 177 | +48 | 8.09% | Q3 2026 | Oct 08, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 580 | 22 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Essential Partners LLC | History | Reduced | 583 | 21 | 0.01% | 0.01% | 180 | -63 | -9.75% | Q3 2026 | Oct 14, 2026 |
| SIGNATUREFD, LLC | History | No change | 597 | 21 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Financial Avengers, Inc. | History | No change | 507 | 19 | 0.01% | 0.01% | 181 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| City State Bank | History | No change | 508 | 18 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 466 | 17 | 0.0% | 0.0% | 183 | +126 | 37.06% | Q3 2026 | Oct 08, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 418 | 16 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MEEDER ASSET MANAGEMENT INC | History | No change | 346 | 13 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 347 | 12 | 0.0% | 0.0% | 188 | +164 | 89.62% | Q3 2026 | Oct 26, 2026 |
| Parallel Advisors, LLC | History | Added to | 330 | 12 | 0.0% | 0.0% | 187 | +14 | 4.43% | Q3 2026 | Nov 03, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 338 | 12 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | History | New | 323 | 11 | 0.0% | — | 191 | +323 | New | Q3 2026 | Oct 16, 2026 |
| Covestor Ltd | History | Reduced | 290 | 11 | 0.01% | 0.01% | 190 | -27 | -8.52% | Q3 2026 | Oct 30, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 311 | 11 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BFSG, LLC | History | Reduced | 300 | 10 | 0.0% | 0.02% | 192 | -4,207 | -93.34% | Q3 2026 | Oct 30, 2026 |
| Triumph Capital Management | History | No change | 300 | 10 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Ares Financial Consulting, LLC | History | No change | 300 | 10 | 0.01% | 0.01% | 194 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| Larson Financial Group LLC | History | Added to | 256 | 9 | 0.0% | 0.0% | 195 | +141 | 122.61% | Q3 2026 | Nov 05, 2026 |
| True Wealth Design, LLC | History | No change | 221 | 8 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Smartleaf Asset Management LLC | History | No change | 192 | 7 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Root Financial Partners, LLC | History | New | 174 | 6 | 0.0% | — | 201 | +174 | New | Q3 2026 | Oct 21, 2026 |
| CITY HOLDING CO | History | No change | 185 | 6 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 167 | 6 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bare Financial Services, Inc | History | No change | 164 | 6 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Basecamp Wealth Advisors LLC | History | No change | 144 | 5 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nykredit A/S | History | No change | 129 | 4 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Optiver Holding B.V. | History | No change | 112 | 4 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Quarry LP | History | No change | 115 | 4 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GK Wealth Management LLC | History | New | 89 | 3 | 0.0% | — | 211 | +89 | New | Q3 2026 | Oct 09, 2026 |
| Clark Wealth Partners | History | New | 89 | 3 | 0.0% | — | 212 | +89 | New | Q3 2026 | Oct 16, 2026 |
| Ancora Advisors LLC | History | No change | 80 | 3 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 92 | 3 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Versant Capital Management, Inc | History | No change | 93 | 3 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | No change | 100 | 3 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Dogwood Wealth Management LLC | History | No change | 101 | 3 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Aquatic Capital Management LLC | History | No change | 57 | 2 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SBI Securities Co., Ltd. | History | No change | 60 | 2 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Provenance Wealth Advisors, LLC | History | New | 45 | 1 | 0.0% | — | 219 | +45 | New | Q3 2026 | Oct 30, 2026 |
| Physician Wealth Advisors, Inc. | History | New | 41 | 1 | 0.0% | — | 217 | +41 | New | Q3 2026 | Oct 20, 2026 |
| Fortitude Family Office, LLC | History | New | 29 | 1 | 0.0% | — | 218 | +29 | New | Q3 2026 | Oct 14, 2026 |
| Cassaday & Co Wealth Management LLC | History | No change | 32 | 1 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Kilter Group LLC | History | No change | 30 | 1 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ProShare Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -189,378 | -100.0% | Q3 2026 | Oct 28, 2026 |
| Commonwealth Financial Services, LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -22,472 | -100.0% | Q3 2026 | Oct 20, 2026 |
| Intrua Financial, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -6,274 | -100.0% | Q3 2026 | Oct 28, 2026 |
| Saxony Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -5,347 | -100.0% | Q3 2026 | Oct 15, 2026 |
| MCF Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,800 | -100.0% | Q3 2026 | Oct 28, 2026 |
| TOKIO MARINE ASSET MANAGEMENT CO LTD | History | Closed out | 0 | 0 | — | 0.0% | — | -832 | -100.0% | Q3 2026 | Oct 26, 2026 |
| Daytona Street Capital LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -500 | -100.0% | Q3 2026 | Oct 15, 2026 |
| AdvisorNet Financial, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -247 | -100.0% | Q3 2026 | Oct 15, 2026 |
| North Star Investment Management Corp. | History | Closed out | 0 | 0 | — | 0.0% | — | -140 | -100.0% | Q3 2026 | Oct 27, 2026 |
| Valued Wealth Advisors LLC | History | New | 25 | 0 | — | — | — | +25 | New | Q3 2026 | Nov 05, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | Closed out | 0 | 0 | — | — | — | -15 | -100.0% | Q3 2026 | Oct 07, 2026 |
| Silver Grove Financial Group, Inc. | History | New | 10 | 0 | — | — | — | +10 | New | Q3 2026 | Nov 05, 2026 |
| Caitong International Asset Management Co., Ltd | History | Closed out | 0 | 0 | — | — | — | -10 | -100.0% | Q3 2026 | Oct 29, 2026 |
| State of Wyoming | History | New | 9 | 0 | — | — | — | +9 | New | Q3 2026 | Oct 28, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Clearstead Advisors, LLC | History | No change | 21 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CoreCap Advisors, LLC | History | No change | 14 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Torren Management, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |