SOUTHSIDE BANCSHARES INC - SBSI
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 | 4,271,247 | 150,305 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| STATE STREET CORP | History | No change | 1,328,182 | 46,738 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 1,476,585 | 44,416 | 0.01% | 0.01% | 3 | +69,773 | 4.96% | Q3 2026 | Nov 04, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 1,248,193 | 43,923 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 737,957 | 25,972 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 630,384 | 22,183 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 419,146 | 14,749 | 0.02% | 0.02% | 7 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 360,385 | 12,681 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 348,461 | 12,262 | 0.01% | 0.01% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | No change | 342,761 | 12,061 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 338,886 | 11,925 | 0.01% | 0.01% | 11 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JANE STREET GROUP, LLC | History | No change | 330,500 | 11,630 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 257,180 | 9,050 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Invesco Ltd. | History | No change | 256,437 | 9,024 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 255,209 | 8,980 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 229,982 | 8,093 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bank of New York Mellon Corp | History | Added to | 262,331 | 7,890 | 0.0% | 0.0% | 17 | +513 | 0.2% | Q3 2026 | Nov 05, 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | History | No change | 206,150 | 7,254 | 0.02% | 0.02% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 188,629 | 6,637 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 188,255 | 6,624 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JPMORGAN CHASE & CO | History | No change | 162,584 | 5,674 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | No change | 151,664 | 5,337 | 0.09% | 0.09% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 129,163 | 4,545 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | No change | 120,629 | 4,244 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CITADEL ADVISORS LLC | History | No change | 120,290 | 4,233 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| THIRD AVENUE MANAGEMENT LLC | History | No change | 116,879 | 4,112 | 0.66% | 0.66% | 26 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 135,650 | 4,080 | 0.0% | 0.0% | 27 | +227 | 0.17% | Q3 2026 | Nov 02, 2026 |
| Empowered Funds, LLC | History | No change | 113,411 | 3,990 | 0.02% | 0.02% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | No change | 95,826 | 3,372 | 0.01% | 0.01% | 29 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MACKENZIE FINANCIAL CORP | History | Reduced | 109,300 | 3,287 | 0.0% | 0.01% | 30 | -38,400 | -26.0% | Q3 2026 | Nov 02, 2026 |
| Nuveen, LLC | History | No change | 86,335 | 3,038 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| UBS Group AG | History | No change | 77,958 | 2,743 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 74,486 | 2,622 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 72,308 | 2,544 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RHUMBLINE ADVISERS | History | No change | 70,585 | 2,483 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 68,270 | 2,402 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 63,442 | 2,232 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Parkway Wealth Management Group, LLC | History | Reduced | 73,339 | 2,206 | 0.25% | 0.3% | 38 | -770 | -1.04% | Q3 2026 | Oct 19, 2026 |
| Legal & General Group Plc | History | No change | 60,698 | 2,134 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Polaris Capital Management, LLC | History | No change | 70,158 | 2,110 | 0.22% | 0.23% | 40 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 58,621 | 2,062 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pingora Partners LLC | History | No change | 58,375 | 2,054 | 1.2% | 1.2% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Swiss National Bank | History | No change | 56,718 | 1,995 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Creative Planning | History | Added to | 65,270 | 1,963 | 0.0% | 0.0% | 44 | +1,581 | 2.48% | Q3 2026 | Nov 02, 2026 |
| KESTREL INVESTMENT MANAGEMENT CORP | History | Reduced | 65,000 | 1,955 | 1.13% | 1.32% | 45 | -4,000 | -5.8% | Q3 2026 | Nov 02, 2026 |
| Fisher Asset Management, LLC | History | No change | 53,630 | 1,887 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Quantinno Capital Management LP | History | No change | 47,845 | 1,683 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROYCE & ASSOCIATES LP | History | No change | 43,468 | 1,529 | 0.01% | 0.01% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 41,738 | 1,468 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| State of New Jersey Common Pension Fund D | History | Reduced | 48,339 | 1,454 | 0.0% | 0.01% | 50 | -44,049 | -47.68% | Q3 2026 | Nov 05, 2026 |
| Campbell & CO Investment Adviser LLC | History | No change | 40,982 | 1,442 | 0.08% | 0.08% | 51 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | No change | 39,818 | 1,401 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PINNACLE ASSOCIATES LTD | History | Added to | 43,398 | 1,305 | 0.01% | 0.02% | 53 | +1,824 | 4.39% | Q3 2026 | Oct 20, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 31,725 | 1,116 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 31,443 | 1,106 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 34,590 | 1,075 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 29,020 | 1,021 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WEDGE CAPITAL MANAGEMENT L L P/NC | History | Added to | 32,536 | 978 | 0.02% | 0.01% | 58 | +7,379 | 29.33% | Q3 2026 | Oct 13, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 26,686 | 939 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 24,713 | 869 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | No change | 22,727 | 799 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 21,704 | 763 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Squarepoint Ops LLC | History | No change | 21,211 | 746 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Solutions 4 Wealth, Ltd | History | No change | 24,242 | 729 | 0.88% | 1.1% | 64 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| IEQ CAPITAL, LLC | History | No change | 20,043 | 705 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 19,133 | 673 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Added to | 21,357 | 642 | 0.02% | 0.02% | 67 | +1,637 | 8.3% | Q3 2026 | Oct 13, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 18,240 | 641 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | No change | 17,563 | 618 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MetLife Investment Management, LLC | History | No change | 17,018 | 598 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. | History | No change | 16,200 | 570 | 0.08% | 0.08% | 71 | 0 | 0.0% | Q2 2026 | Oct 30, 2026 |
| State of Tennessee, Department of Treasury | History | No change | 15,966 | 561 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HighTower Advisors, LLC | History | No change | 15,762 | 554 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Russell Investments Group, Ltd. | History | No change | 15,740 | 553 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 18,011 | 542 | 0.0% | 0.0% | 75 | -354 | -1.93% | Q3 2026 | Nov 05, 2026 |
| Mariner, LLC | History | No change | 15,341 | 539 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bayview Asset Management, LLC | History | No change | 15,000 | 527 | 0.11% | 0.11% | 77 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 17,440 | 524 | 0.0% | 0.0% | 78 | +2,300 | 15.19% | Q3 2026 | Nov 05, 2026 |
| HRT FINANCIAL LP | History | No change | 14,791 | 520 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SEI INVESTMENTS CO | History | No change | 14,755 | 519 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITIGROUP INC | History | Reduced | 16,426 | 494 | 0.0% | 0.0% | 81 | -7,016 | -29.93% | Q3 2026 | Nov 04, 2026 |
| Jupiter Topco LLC | History | No change | 13,532 | 475 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 13,417 | 472 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Illinois Municipal Retirement Fund | History | Reduced | 14,807 | 445 | 0.0% | 0.01% | 84 | -298 | -1.97% | Q3 2026 | Nov 05, 2026 |
| SG Americas Securities, LLC | History | No change | 12,206 | 430 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NewEdge Advisors, LLC | History | No change | 11,918 | 419 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Focus Partners Wealth | History | No change | 10,848 | 381 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | No change | 10,777 | 379 | 0.01% | 0.01% | 88 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 10,757 | 378 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 12,100 | 363 | 0.01% | 0.01% | 90 | -200 | -1.63% | Q3 2026 | Oct 20, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 10,117 | 356 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BARCLAYS PLC | History | No change | 9,958 | 350 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STRS OHIO | History | New | 11,600 | 348 | 0.0% | — | 94 | +11,600 | New | Q3 2026 | Oct 30, 2026 |
| Quantbot Technologies LP | History | No change | 9,895 | 348 | 0.01% | 0.01% | 93 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Redwood Family Wealth LLC | History | Added to | 11,192 | 336 | 0.3% | 0.34% | 95 | +10 | 0.09% | Q3 2026 | Oct 20, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 9,434 | 331 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Bill Few Associates, Inc. | History | Added to | 10,926 | 328 | 0.07% | 0.08% | 97 | +482 | 4.62% | Q3 2026 | Oct 09, 2026 |
| Odyssean, LLC | History | No change | 9,226 | 324 | 0.05% | 0.05% | 98 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 9,186 | 323 | 0.01% | 0.01% | 99 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | Added to | 10,709 | 322 | 0.02% | 0.02% | 101 | +500 | 4.9% | Q3 2026 | Nov 05, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 9,167 | 322 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| XTX Topco Ltd | History | No change | 9,092 | 319 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 8,822 | 310 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 8,770 | 308 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Curi Capital, LLC | History | No change | 8,462 | 297 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Gibson Wealth Advisors LLC | History | No change | 9,856 | 296 | 0.18% | 0.22% | 106 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 8,403 | 295 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| &PARTNERS | History | No change | 8,144 | 286 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rafferty Asset Management, LLC | History | No change | 8,135 | 286 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 7,997 | 281 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| JAMISON PRIVATE WEALTH MANAGEMENT, INC. | History | Added to | 9,092 | 273 | 0.03% | 0.03% | 111 | +9 | 0.1% | Q3 2026 | Oct 14, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 7,561 | 266 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | Added to | 8,742 | 262 | 0.02% | 0.02% | 113 | +24 | 0.28% | Q3 2026 | Oct 23, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 7,403 | 260 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 7,176 | 252 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Neuberger Berman Group LLC | History | No change | 7,188 | 252 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Oct 27, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 7,116 | 250 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Arizona State Retirement System | History | Added to | 7,959 | 239 | 0.0% | 0.0% | 118 | +162 | 2.08% | Q3 2026 | Nov 03, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 6,684 | 235 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ackerman Capital Advisors, LLC | History | No change | 7,438 | 223 | 0.04% | 0.05% | 120 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| AMALGAMATED BANK | History | Reduced | 7,362 | 221 | 0.0% | 0.0% | 121 | -182 | -2.41% | Q3 2026 | Oct 23, 2026 |
| Vise Technologies, Inc. | History | New | 7,323 | 220 | 0.0% | — | 122 | +7,323 | New | Q3 2026 | Oct 28, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | No change | 6,163 | 216 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 6,100 | 214 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Added to | 7,081 | 212 | 0.0% | 0.0% | 125 | +163 | 2.36% | Q3 2026 | Oct 22, 2026 |
| Sanctuary Advisors, LLC | History | No change | 5,976 | 210 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Added to | 6,672 | 200 | 0.0% | 0.0% | 127 | +40 | 0.6% | Q3 2026 | Nov 03, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Reduced | 6,310 | 189 | 0.0% | 0.0% | 128 | -100 | -1.56% | Q3 2026 | Oct 29, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 5,987 | 179 | 0.0% | 0.0% | 129 | -4,434 | -42.55% | Q3 2026 | Oct 15, 2026 |
| FMR LLC | History | No change | 3,563 | 125 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | No change | 3,807 | 114 | 0.01% | 0.01% | 131 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 2,644 | 93 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 3,004 | 90 | 0.0% | 0.0% | 133 | +1,071 | 55.41% | Q3 2026 | Oct 08, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 2,723 | 81 | 0.0% | 0.0% | 134 | +341 | 14.32% | Q3 2026 | Oct 20, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 2,214 | 77 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 2,180 | 76 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GAMMA Investing LLC | History | Reduced | 2,525 | 75 | 0.0% | 0.0% | 137 | -854 | -25.27% | Q3 2026 | Oct 08, 2026 |
| Hilltop National Bank | History | No change | 2,278 | 68 | 0.01% | 0.02% | 138 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 1,765 | 62 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 1,712 | 60 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 1,682 | 59 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 1,451 | 50 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arax Advisory Partners | History | No change | 1,262 | 44 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Fortitude Family Office, LLC | History | New | 1,012 | 30 | 0.01% | — | 144 | +1,012 | New | Q3 2026 | Oct 14, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 915 | 28 | 0.0% | 0.0% | 145 | -1,723 | -65.31% | Q3 2026 | Oct 22, 2026 |
| Nykredit A/S | History | No change | 692 | 24 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 617 | 21 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Versant Capital Management, Inc | History | No change | 693 | 20 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Added to | 636 | 19 | 0.0% | 0.0% | 149 | +32 | 5.3% | Q3 2026 | Oct 22, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 643 | 19 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Sterling Capital Management LLC | History | Added to | 624 | 18 | 0.0% | 0.0% | 151 | +109 | 21.17% | Q3 2026 | Oct 22, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 625 | 18 | 0.0% | 0.0% | 152 | +26 | 4.34% | Q3 2026 | Oct 27, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 485 | 14 | 0.0% | — | 154 | +385 | 385.0% | Q3 2026 | Nov 04, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 480 | 14 | 0.0% | 0.0% | 156 | -198 | -29.2% | Q3 2026 | Nov 04, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 410 | 14 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | No change | 423 | 14 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Global Retirement Partners, LLC | History | No change | 406 | 14 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Allworth Financial LP | History | No change | 393 | 13 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 319 | 9 | 0.0% | 0.0% | 162 | -16 | -4.78% | Q3 2026 | Oct 23, 2026 |
| US BANCORP \DE\ | History | No change | 305 | 9 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| SouthState Bank Corp | History | No change | 278 | 9 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BESSEMER GROUP INC | History | No change | 256 | 9 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Optiver Holding B.V. | History | No change | 282 | 9 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 242 | 8 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Parallel Advisors, LLC | History | Added to | 244 | 7 | 0.0% | 0.0% | 165 | +211 | 639.39% | Q3 2026 | Nov 03, 2026 |
| Salomon & Ludwin, LLC | History | Added to | 236 | 7 | 0.0% | 0.0% | 166 | +175 | 286.89% | Q3 2026 | Oct 29, 2026 |
| Smartleaf Asset Management LLC | History | No change | 213 | 7 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 188 | 6 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Larson Financial Group LLC | History | Reduced | 139 | 4 | 0.0% | 0.0% | 170 | -2,290 | -94.28% | Q3 2026 | Nov 05, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 162 | 4 | 0.0% | — | 171 | +146 | 912.5% | Q3 2026 | Oct 26, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 137 | 4 | 0.0% | 0.0% | 169 | +30 | 28.04% | Q3 2026 | Oct 27, 2026 |
| Essential Partners LLC | History | Reduced | 164 | 4 | 0.0% | 0.0% | 172 | -1 | -0.61% | Q3 2026 | Oct 14, 2026 |
| Cassaday & Co Wealth Management LLC | History | New | 108 | 3 | 0.0% | — | 175 | +108 | New | Q3 2026 | Oct 27, 2026 |
| IFP Advisors, Inc | History | Reduced | 120 | 3 | 0.0% | 0.0% | 173 | -12 | -9.09% | Q3 2026 | Oct 16, 2026 |
| Aster Capital Management (DIFC) Ltd | History | No change | 92 | 3 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| High Note Wealth, LLC | History | New | 96 | 2 | 0.0% | — | 182 | +96 | New | Q3 2026 | Oct 27, 2026 |
| GK Wealth Management LLC | History | New | 87 | 2 | 0.0% | — | 183 | +87 | New | Q3 2026 | Oct 09, 2026 |
| Bare Financial Services, Inc | History | Added to | 74 | 2 | 0.0% | 0.0% | 180 | +32 | 76.19% | Q3 2026 | Nov 04, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 86 | 2 | 0.0% | 0.0% | 179 | +29 | 50.88% | Q3 2026 | Oct 21, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 71 | 2 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 92 | 2 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | No change | 62 | 2 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Kilter Group LLC | History | No change | 59 | 2 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Root Financial Partners, LLC | History | New | 35 | 1 | 0.0% | — | 188 | +35 | New | Q3 2026 | Oct 21, 2026 |
| UMB Bank, n.a. | History | No change | 47 | 1 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cedar Mountain Advisors, LLC | History | No change | 52 | 1 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Basecamp Wealth Advisors LLC | History | No change | 33 | 1 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| James T. Borello RIA | History | No change | 64 | 1 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -21,271 | -100.0% | Q3 2026 | Oct 16, 2026 |
| Inspire Investing, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -19,384 | -100.0% | Q3 2026 | Oct 22, 2026 |
| Concurrent Investment Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -8,739 | -100.0% | Q3 2026 | Oct 16, 2026 |
| BAILARD, INC. | History | Closed out | 0 | 0 | — | 0.01% | — | -7,500 | -100.0% | Q3 2026 | Oct 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,341 | -100.0% | Q3 2026 | Oct 13, 2026 |
| Avion Wealth | History | Closed out | 0 | 0 | — | — | — | -18 | -100.0% | Q3 2026 | Nov 03, 2026 |
| UMB Private Wealth Management, LLC | History | New | 13 | 0 | — | — | — | +13 | New | Q3 2026 | Oct 19, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Added to | 29 | 0 | — | — | — | +11 | 61.11% | Q3 2026 | Oct 22, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | New | 10 | 0 | — | — | — | +10 | New | Q3 2026 | Oct 23, 2026 |
| Caitong International Asset Management Co., Ltd | History | Added to | 12 | 0 | — | — | — | +9 | 300.0% | Q3 2026 | Oct 29, 2026 |
| Covestor Ltd | History | Reduced | 8 | 0 | — | 0.0% | — | -8 | -50.0% | Q3 2026 | Oct 30, 2026 |
| True Wealth Design, LLC | History | Added to | 23 | 0 | — | — | — | +6 | 35.29% | Q3 2026 | Oct 13, 2026 |
| ASSETMARK, INC | History | New | 4 | 0 | — | — | — | +4 | New | Q3 2026 | Oct 21, 2026 |
| Davis Capital Management | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q3 2026 | Oct 08, 2026 |
| Plante Moran Financial Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2026 | Nov 04, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Clearstead Advisors, LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Hughes Financial Services, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 22 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Silver Grove Financial Group, Inc. | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |