Preferred Bank - PFBC
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 | 1,159,221 | 123,178 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| T. Rowe Price Investment Management, Inc. | History | No change | 1,077,055 | 114,448 | 0.08% | 0.08% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STATE STREET CORP | History | No change | 646,206 | 68,657 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | No change | 573,320 | 60,920 | 0.01% | 0.01% | 4 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 475,275 | 50,502 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 447,109 | 47,509 | 0.02% | 0.02% | 6 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 439,652 | 46,717 | 0.01% | 0.01% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Boston Partners | History | No change | 412,063 | 43,764 | 0.04% | 0.04% | 8 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 399,169 | 42,421 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Nuveen, LLC | History | No change | 332,262 | 35,306 | 0.01% | 0.01% | 10 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 315,265 | 33,500 | 0.02% | 0.02% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 258,444 | 27,462 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MORGAN STANLEY | History | No change | 224,570 | 23,862 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 174,961 | 18,591 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KENNEDY CAPITAL MANAGEMENT LLC | History | No change | 167,220 | 17,768 | 0.31% | 0.31% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HSBC HOLDINGS PLC | History | No change | 154,396 | 16,347 | 0.01% | 0.01% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | No change | 150,000 | 15,939 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | History | No change | 141,435 | 15,028 | 0.04% | 0.04% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Stieven Capital Advisors, L.P. | History | No change | 117,921 | 12,530 | 2.39% | 2.39% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | No change | 116,241 | 12,351 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Invesco Ltd. | History | No change | 112,712 | 11,976 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Dana Investment Advisors, Inc. | History | No change | 105,736 | 11,235 | 0.29% | 0.29% | 22 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Qube Research & Technologies Ltd | History | No change | 96,660 | 10,271 | 0.01% | 0.01% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Phocas Financial Corp. | History | No change | 96,557 | 10,260 | 1.42% | 1.42% | 24 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 83,058 | 8,825 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | No change | 77,471 | 8,232 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| MALTESE CAPITAL MANAGEMENT LLC | History | No change | 76,700 | 8,150 | 1.49% | 1.49% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | No change | 73,380 | 7,797 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 72,413 | 7,694 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UBS Group AG | History | No change | 70,158 | 7,454 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 67,689 | 7,192 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ProShare Advisors LLC | History | No change | 67,640 | 7,187 | 0.01% | 0.01% | 32 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CITADEL ADVISORS LLC | History | No change | 64,837 | 6,889 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | No change | 62,805 | 6,673 | 0.02% | 0.02% | 34 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| De Lisle Partners LLP | History | No change | 56,179 | 5,966 | 0.65% | 0.65% | 35 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CSM Advisors, LLC | History | No change | 55,500 | 5,896 | 0.13% | 0.13% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 51,071 | 5,426 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JPMORGAN CHASE & CO | History | No change | 42,072 | 4,473 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 40,979 | 4,354 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KESTREL INVESTMENT MANAGEMENT CORP | History | No change | 39,750 | 4,223 | 2.3% | 2.3% | 40 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 39,265 | 4,174 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 38,433 | 4,083 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FEDERATED HERMES, INC. | History | No change | 38,337 | 4,073 | 0.01% | 0.01% | 43 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 35,133 | 3,733 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 32,932 | 3,499 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RHUMBLINE ADVISERS | History | No change | 29,699 | 3,155 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 27,957 | 2,970 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Legal & General Group Plc | History | No change | 25,689 | 2,729 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYCE & ASSOCIATES LP | History | No change | 25,156 | 2,673 | 0.02% | 0.02% | 49 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Swiss National Bank | History | No change | 22,589 | 2,400 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 22,572 | 2,398 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 20,827 | 2,213 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| XTX Topco Ltd | History | No change | 20,736 | 2,203 | 0.03% | 0.03% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Fisher Asset Management, LLC | History | No change | 18,576 | 1,973 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Russell Investments Group, Ltd. | History | No change | 18,250 | 1,939 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Trexquant Investment LP | History | No change | 17,513 | 1,860 | 0.01% | 0.01% | 56 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quantbot Technologies LP | History | No change | 17,408 | 1,849 | 0.07% | 0.07% | 57 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | No change | 16,108 | 1,711 | 0.01% | 0.01% | 58 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Angel Oak Capital Advisors, LLC | History | No change | 15,500 | 1,647 | 2.08% | 2.08% | 59 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 15,356 | 1,631 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | No change | 15,331 | 1,629 | 0.03% | 0.03% | 61 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| CITIGROUP INC | History | No change | 15,300 | 1,625 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 15,149 | 1,609 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| GSA CAPITAL PARTNERS LLP | History | No change | 14,863 | 1,579 | 0.1% | 0.1% | 64 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Quantinno Capital Management LP | History | No change | 14,461 | 1,536 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SEI INVESTMENTS CO | History | No change | 14,448 | 1,535 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | No change | 14,294 | 1,518 | 0.04% | 0.04% | 67 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | No change | 14,179 | 1,506 | 0.03% | 0.03% | 68 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WINTON GROUP Ltd | History | No change | 14,179 | 1,506 | 0.05% | 0.05% | 69 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| LSV ASSET MANAGEMENT | History | No change | 14,020 | 1,490 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | No change | 13,676 | 1,453 | 0.03% | 0.03% | 71 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HRT FINANCIAL LP | History | No change | 13,042 | 1,385 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Squarepoint Ops LLC | History | No change | 12,898 | 1,370 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NewEdge Wealth, LLC | History | No change | 12,640 | 1,343 | 0.01% | 0.01% | 74 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 12,336 | 1,310 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 12,074 | 1,282 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 12,040 | 1,279 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 13,474 | 1,221 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Unison Advisors LLC | History | No change | 10,831 | 1,150 | 0.08% | 0.08% | 79 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 10,680 | 1,134 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROYAL BANK OF CANADA | History | No change | 10,048 | 1,068 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | No change | 10,018 | 1,064 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 9,976 | 1,060 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 9,824 | 1,042 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | No change | 9,813 | 1,042 | 0.02% | 0.02% | 85 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| WEDGE CAPITAL MANAGEMENT L L P/NC | History | No change | 9,586 | 1,018 | 0.02% | 0.02% | 86 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Rafferty Asset Management, LLC | History | No change | 9,259 | 983 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | No change | 9,203 | 977 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| BARCLAYS PLC | History | No change | 8,890 | 944 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| INTRUST BANK NA | History | No change | 8,250 | 876 | 0.06% | 0.06% | 90 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Corient Private Wealth LP | History | No change | 8,229 | 874 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 8,097 | 860 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SummerHaven Investment Management, LLC | History | No change | 8,016 | 851 | 0.46% | 0.46% | 93 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| CREDIT AGRICOLE S A | History | No change | 7,640 | 811 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GLOBEFLEX CAPITAL L P | History | No change | 7,510 | 798 | 0.1% | 0.1% | 95 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Brevan Howard Capital Management LP | History | No change | 7,369 | 783 | 0.01% | 0.01% | 96 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 7,232 | 768 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Allspring Global Investments Holdings, LLC | History | No change | 6,804 | 722 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MetLife Investment Management, LLC | History | No change | 6,706 | 712 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 6,700 | 711 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Jupiter Topco LLC | History | No change | 6,398 | 679 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SG Americas Securities, LLC | History | No change | 6,247 | 664 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FIFTH THIRD BANCORP | History | No change | 6,069 | 644 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| State of Tennessee, Department of Treasury | History | No change | 5,996 | 637 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 5,893 | 626 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | No change | 5,809 | 617 | 0.04% | 0.04% | 106 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | No change | 5,800 | 616 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Illinois Municipal Retirement Fund | History | No change | 5,777 | 613 | 0.01% | 0.01% | 108 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ALPS ADVISORS INC | History | No change | 5,642 | 599 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 5,264 | 559 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | No change | 5,226 | 555 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BOKF, NA | History | No change | 5,099 | 541 | 0.01% | 0.01% | 112 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | No change | 5,070 | 538 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VARCOV Co. | History | No change | 4,930 | 523 | 0.2% | 0.2% | 114 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Louisiana State Employees Retirement System | History | No change | 4,800 | 510 | 0.01% | 0.01% | 115 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| NewEdge Advisors, LLC | History | No change | 4,728 | 502 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 4,700 | 499 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pathstone Holdings, LLC | History | No change | 4,619 | 490 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Engineers Gate Manager LP | History | No change | 4,490 | 477 | 0.01% | 0.01% | 119 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Jain Global LLC | History | No change | 4,404 | 467 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quadrature Capital Ltd | History | No change | 4,379 | 465 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| State of Alaska, Department of Revenue | History | No change | 4,253 | 451 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Allworth Financial LP | History | No change | 4,200 | 446 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 4,071 | 430 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | No change | 4,002 | 425 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Point72 Asset Management, L.P. | History | No change | 3,690 | 392 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Jump Financial, LLC | History | No change | 3,646 | 387 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 3,617 | 384 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Atom Investors LP | History | No change | 3,597 | 382 | 0.03% | 0.03% | 129 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | No change | 3,565 | 378 | 0.01% | 0.01% | 130 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 3,510 | 372 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 3,489 | 370 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Aquatic Capital Management LLC | History | No change | 3,152 | 334 | 0.01% | 0.01% | 133 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | No change | 3,112 | 330 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Arizona State Retirement System | History | No change | 3,095 | 328 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Neuberger Berman Group LLC | History | No change | 3,061 | 325 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sterling Capital Management LLC | History | No change | 3,042 | 323 | 0.01% | 0.01% | 137 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 3,004 | 319 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| AMALGAMATED BANK | History | No change | 2,969 | 315 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 2,960 | 314 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | No change | 2,932 | 311 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 2,925 | 310 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TWO SIGMA SECURITIES, LLC | History | No change | 2,899 | 308 | 0.03% | 0.03% | 143 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 2,874 | 305 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| Mariner, LLC | History | No change | 2,869 | 304 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 2,714 | 288 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GUGGENHEIM CAPITAL LLC | History | No change | 2,639 | 280 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | No change | 2,612 | 277 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | No change | 2,522 | 267 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 2,391 | 254 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Storgate, LLC | History | No change | 2,370 | 251 | 0.05% | 0.05% | 151 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HighTower Advisors, LLC | History | No change | 2,231 | 237 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | No change | 2,228 | 236 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| EP Wealth Advisors, LLC | History | No change | 2,225 | 236 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Abel Hall, LLC | History | No change | 2,209 | 234 | 0.04% | 0.04% | 155 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Vident Advisory, LLC | History | No change | 2,185 | 232 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JANE STREET GROUP, LLC | History | No change | 2,100 | 223 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| &PARTNERS | History | No change | 2,039 | 216 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 2,042 | 216 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Cerity Partners LLC | History | No change | 2,036 | 216 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pictet Asset Management Holding SA | History | No change | 2,000 | 212 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Robeco Institutional Asset Management B.V. | History | No change | 1,995 | 211 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Empowered Funds, LLC | History | No change | 1,985 | 210 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GREAT LAKES ADVISORS, LLC | History | No change | 1,890 | 200 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| REXFORD CAPITAL INC | History | No change | 1,459 | 155 | 0.09% | 0.09% | 165 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 1,326 | 140 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | No change | 1,288 | 137 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 1,293 | 137 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 1,233 | 131 | 0.01% | 0.01% | 169 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 1,206 | 128 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Parkside Financial Bank & Trust | History | No change | 981 | 104 | 0.01% | 0.01% | 171 | 0 | 0.0% | Q2 2026 | Sep 04, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 976 | 103 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Nykredit A/S | History | No change | 964 | 102 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Copeland Capital Management, LLC | History | No change | 869 | 92 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 630 | 66 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 584 | 62 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| GAMMA Investing LLC | History | No change | 581 | 61 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 490 | 52 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Arax Advisory Partners | History | No change | 418 | 44 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 312 | 33 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| FIRST HORIZON CORP | History | No change | 278 | 29 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| UMB Bank, n.a. | History | No change | 238 | 25 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 232 | 24 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 213 | 22 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 211 | 22 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IFP Advisors, Inc | History | No change | 193 | 20 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | No change | 175 | 19 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 179 | 19 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| BESSEMER GROUP INC | History | No change | 169 | 18 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Versant Capital Management, Inc | History | No change | 181 | 18 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 135 | 14 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | No change | 127 | 13 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 95 | 10 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 98 | 10 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Smartleaf Asset Management LLC | History | No change | 98 | 10 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ASSETMARK, INC | History | No change | 85 | 9 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 81 | 8 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 63 | 6 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Clearstead Advisors, LLC | History | No change | 57 | 6 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Optiver Holding B.V. | History | No change | 64 | 6 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SJS Investment Consulting Inc. | History | No change | 50 | 5 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Salomon & Ludwin, LLC | History | No change | 39 | 4 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 40 | 4 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Essential Partners LLC | History | No change | 42 | 4 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MATHER GROUP, LLC. | History | No change | 30 | 3 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Fortitude Family Office, LLC | History | No change | 30 | 3 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Quarry LP | History | No change | 31 | 3 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Valued Wealth Advisors LLC | History | No change | 36 | 3 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| US BANCORP \DE\ | History | No change | 28 | 2 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| True Wealth Design, LLC | History | No change | 19 | 2 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Farther Finance Advisors, LLC | History | No change | 25 | 2 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 17 | 1 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 14 | 1 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Horizon Investments, LLC | History | No change | 17 | 1 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Covestor Ltd | History | No change | 7 | 1 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Bruce G. Allen Investments, LLC | History | No change | 13 | 1 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 15 | 1 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kilter Group LLC | History | No change | 14 | 1 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 10 | 1 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Larson Financial Group LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cedar Mountain Advisors, LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| Davis Capital Management | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| TFC Financial Management, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| SBI Securities Co., Ltd. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Ankerstar Wealth, LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Hughes Financial Services, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Silver Grove Financial Group, Inc. | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |