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 | Added to | 4,271,247 | 150,305 | 0.0% | 0.0% | 1 | +69,751 | 1.66% | Q2 2026 | Aug 07, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 1,406,812 | 49,505 | 0.01% | 0.01% | 2 | +22,067 | 1.59% | Q2 2026 | Aug 11, 2026 |
| STATE STREET CORP | History | Added to | 1,328,182 | 46,738 | 0.0% | 0.0% | 3 | +34,564 | 2.67% | Q2 2026 | Aug 07, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | Added to | 1,248,193 | 43,923 | 0.0% | 0.0% | 4 | +11,072 | 0.89% | Q2 2026 | Aug 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 737,957 | 25,972 | 0.0% | 0.0% | 5 | +16,543 | 2.29% | Q2 2026 | Aug 12, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | Added to | 630,384 | 22,183 | 0.0% | 0.0% | 6 | +41,333 | 7.02% | Q2 2026 | Aug 13, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 419,146 | 14,749 | 0.02% | 0.02% | 7 | -21,000 | -4.77% | Q2 2026 | Aug 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 360,385 | 12,681 | 0.0% | 0.0% | 8 | -29,482 | -7.56% | Q2 2026 | Aug 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 348,461 | 12,262 | 0.01% | 0.01% | 9 | -46,359 | -11.74% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | Added to | 342,761 | 12,061 | 0.0% | 0.0% | 10 | +23,535 | 7.37% | Q2 2026 | Aug 13, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Reduced | 338,886 | 11,925 | 0.01% | 0.01% | 11 | -4,440 | -1.29% | Q2 2026 | Aug 12, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 330,500 | 11,630 | 0.0% | 0.0% | 12 | -37,397 | -10.17% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | Added to | 261,818 | 9,213 | 0.0% | 0.0% | 13 | +10,054 | 3.99% | Q2 2026 | Aug 06, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 257,180 | 9,050 | 0.0% | 0.0% | 14 | -3,748 | -1.44% | Q2 2026 | Aug 14, 2026 |
| Invesco Ltd. | History | Added to | 256,437 | 9,024 | 0.0% | 0.0% | 15 | +2,521 | 0.99% | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 255,209 | 8,980 | 0.0% | 0.0% | 16 | -100,195 | -28.19% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | Reduced | 229,982 | 8,093 | 0.0% | 0.0% | 17 | -54,909 | -19.27% | Q2 2026 | Aug 13, 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | History | Added to | 206,150 | 7,254 | 0.02% | 0.02% | 18 | +1,400 | 0.68% | Q2 2026 | Aug 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 188,629 | 6,637 | 0.0% | 0.0% | 19 | +35,446 | 23.14% | Q2 2026 | Aug 14, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | Added to | 188,255 | 6,624 | 0.0% | 0.0% | 20 | +9,493 | 5.31% | Q2 2026 | Aug 13, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 162,584 | 5,674 | 0.0% | 0.0% | 21 | -14,674 | -8.28% | Q2 2026 | Aug 12, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Added to | 151,664 | 5,337 | 0.09% | 0.09% | 22 | +7,566 | 5.25% | Q2 2026 | Aug 14, 2026 |
| MACKENZIE FINANCIAL CORP | History | Added to | 147,700 | 5,197 | 0.01% | 0.0% | 23 | +74,971 | 103.08% | Q2 2026 | Aug 13, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 135,423 | 4,765 | 0.0% | 0.0% | 24 | -419 | -0.31% | Q2 2026 | Aug 04, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 129,163 | 4,545 | 0.0% | 0.0% | 25 | +3,824 | 3.05% | Q2 2026 | Aug 14, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Added to | 120,629 | 4,244 | 0.0% | 0.0% | 26 | +5,497 | 4.77% | Q2 2026 | Aug 13, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 120,290 | 4,233 | 0.0% | 0.0% | 27 | +25,227 | 26.54% | Q2 2026 | Sep 02, 2026 |
| THIRD AVENUE MANAGEMENT LLC | History | No change | 116,879 | 4,112 | 0.66% | 0.59% | 28 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Empowered Funds, LLC | History | Added to | 113,411 | 3,990 | 0.02% | 0.02% | 29 | +13,113 | 13.07% | Q2 2026 | Aug 14, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Reduced | 95,826 | 3,372 | 0.01% | 0.01% | 30 | -4,085 | -4.09% | Q2 2026 | Aug 13, 2026 |
| State of New Jersey Common Pension Fund D | History | No change | 92,388 | 3,251 | 0.01% | 0.01% | 31 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Nuveen, LLC | History | Added to | 86,335 | 3,038 | 0.0% | 0.0% | 32 | +24,670 | 40.01% | Q2 2026 | Aug 11, 2026 |
| UBS Group AG | History | Reduced | 77,958 | 2,743 | 0.0% | 0.0% | 33 | -13,430 | -14.7% | Q2 2026 | Aug 13, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 74,486 | 2,622 | 0.0% | 0.0% | 34 | +17,015 | 29.61% | Q2 2026 | Aug 14, 2026 |
| Parkway Wealth Management Group, LLC | History | Added to | 74,109 | 2,607 | 0.3% | 0.31% | 35 | +4 | 0.01% | Q2 2026 | Jul 27, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 72,308 | 2,544 | 0.0% | 0.0% | 36 | +1,349 | 1.9% | Q2 2026 | Aug 14, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 70,585 | 2,483 | 0.0% | 0.0% | 37 | -9,987 | -12.4% | Q2 2026 | Aug 11, 2026 |
| Polaris Capital Management, LLC | History | Added to | 70,158 | 2,468 | 0.23% | 0.16% | 38 | +7,214 | 11.46% | Q2 2026 | Jul 27, 2026 |
| KESTREL INVESTMENT MANAGEMENT CORP | History | No change | 69,000 | 2,428 | 1.32% | 1.28% | 39 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 68,270 | 2,402 | 0.0% | 0.0% | 40 | +10,227 | 17.62% | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | Reduced | 63,689 | 2,241 | 0.0% | 0.0% | 41 | -169 | -0.26% | Q2 2026 | Aug 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 63,442 | 2,232 | 0.0% | 0.0% | 42 | -947 | -1.47% | Q2 2026 | Aug 13, 2026 |
| Legal & General Group Plc | History | Reduced | 60,698 | 2,134 | 0.0% | 0.0% | 43 | -5,122 | -7.78% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 58,621 | 2,062 | 0.0% | 0.0% | 44 | +15,897 | 37.21% | Q2 2026 | Aug 14, 2026 |
| Pingora Partners LLC | History | Reduced | 58,375 | 2,054 | 1.2% | 1.14% | 45 | -3,370 | -5.46% | Q2 2026 | Aug 14, 2026 |
| Swiss National Bank | History | Added to | 56,718 | 1,995 | 0.0% | 0.0% | 46 | +900 | 1.61% | Q2 2026 | Aug 11, 2026 |
| Fisher Asset Management, LLC | History | No change | 53,630 | 1,887 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Quantinno Capital Management LP | History | Added to | 47,845 | 1,683 | 0.0% | 0.0% | 48 | +9,970 | 26.32% | Q2 2026 | Aug 13, 2026 |
| ROYCE & ASSOCIATES LP | History | Reduced | 43,468 | 1,529 | 0.01% | 0.01% | 49 | -3,738 | -7.92% | Q2 2026 | Aug 14, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Added to | 41,738 | 1,468 | 0.0% | 0.0% | 50 | +360 | 0.87% | Q2 2026 | Aug 12, 2026 |
| PINNACLE ASSOCIATES LTD | History | Added to | 41,574 | 1,462 | 0.02% | 0.02% | 51 | +904 | 2.22% | Q2 2026 | Aug 03, 2026 |
| Campbell & CO Investment Adviser LLC | History | Added to | 40,982 | 1,442 | 0.08% | 0.06% | 52 | +6,464 | 18.73% | Q2 2026 | Aug 03, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Added to | 39,818 | 1,401 | 0.0% | 0.0% | 53 | +595 | 1.52% | Q2 2026 | Aug 06, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 31,725 | 1,116 | 0.0% | 0.0% | 54 | +597 | 1.92% | Q2 2026 | Aug 13, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 31,443 | 1,106 | 0.0% | 0.0% | 55 | +1,322 | 4.39% | Q2 2026 | Aug 07, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 34,590 | 1,075 | 0.0% | 0.0% | 56 | +6,450 | 22.92% | Q2 2026 | Aug 14, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 29,020 | 1,021 | 0.0% | 0.0% | 57 | +14,861 | 104.96% | Q2 2026 | Aug 11, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 26,686 | 939 | 0.0% | 0.0% | 58 | +357 | 1.36% | Q2 2026 | Aug 24, 2026 |
| WEDGE CAPITAL MANAGEMENT L L P/NC | History | Reduced | 25,157 | 885 | 0.01% | 0.02% | 59 | -3,153 | -11.14% | Q2 2026 | Jul 10, 2026 |
| CANADA LIFE ASSURANCE Co | History | Added to | 24,713 | 869 | 0.0% | 0.0% | 60 | +140 | 0.57% | Q2 2026 | Aug 13, 2026 |
| Solutions 4 Wealth, Ltd | History | No change | 24,242 | 853 | 1.1% | 1.13% | 61 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| CITIGROUP INC | History | Added to | 23,442 | 824 | 0.0% | 0.0% | 62 | +5,883 | 33.5% | Q2 2026 | Aug 03, 2026 |
| LPL Financial LLC | History | Added to | 22,727 | 799 | 0.0% | 0.0% | 63 | +6,708 | 41.88% | Q2 2026 | Aug 07, 2026 |
| Vanguard Global Advisers, LLC | History | Added to | 21,704 | 763 | 0.0% | 0.0% | 64 | +1,054 | 5.1% | Q2 2026 | Aug 13, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 21,271 | 748 | 0.01% | — | 65 | +21,271 | New | Q2 2026 | Jul 13, 2026 |
| Squarepoint Ops LLC | History | Reduced | 21,211 | 746 | 0.0% | 0.0% | 66 | -739 | -3.37% | Q2 2026 | Aug 14, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 20,043 | 705 | 0.0% | 0.0% | 67 | +5,615 | 38.92% | Q2 2026 | Aug 11, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Added to | 19,720 | 693 | 0.02% | 0.02% | 68 | +114 | 0.58% | Q2 2026 | Jul 08, 2026 |
| Inspire Investing, LLC | History | Added to | 19,384 | 682 | 0.03% | 0.04% | 69 | +2,847 | 17.22% | Q2 2026 | Aug 12, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 19,133 | 673 | 0.0% | 0.0% | 70 | +779 | 4.24% | Q2 2026 | Aug 13, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 18,365 | 646 | 0.0% | 0.0% | 71 | -284 | -1.52% | Q2 2026 | Aug 14, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 18,240 | 641 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Added to | 17,563 | 618 | 0.0% | 0.0% | 73 | +3,696 | 26.65% | Q2 2026 | Aug 14, 2026 |
| MetLife Investment Management, LLC | History | Added to | 17,018 | 598 | 0.0% | 0.0% | 74 | +24 | 0.14% | Q2 2026 | Aug 13, 2026 |
| State of Tennessee, Department of Treasury | History | Added to | 15,966 | 561 | 0.0% | 0.0% | 75 | +4,647 | 41.05% | Q2 2026 | Aug 14, 2026 |
| HighTower Advisors, LLC | History | Reduced | 15,762 | 554 | 0.0% | 0.0% | 76 | -487 | -3.0% | Q2 2026 | Aug 05, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 15,740 | 553 | 0.0% | 0.0% | 77 | +13,318 | 549.88% | Q2 2026 | Aug 06, 2026 |
| Mariner, LLC | History | Added to | 15,341 | 539 | 0.0% | 0.0% | 78 | +1,732 | 12.73% | Q2 2026 | Aug 13, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 15,140 | 532 | 0.0% | 0.0% | 79 | -1,396 | -8.44% | Q2 2026 | Aug 05, 2026 |
| Illinois Municipal Retirement Fund | History | Reduced | 15,105 | 531 | 0.01% | 0.01% | 80 | -374 | -2.42% | Q2 2026 | Aug 12, 2026 |
| Bayview Asset Management, LLC | History | No change | 15,000 | 527 | 0.11% | 0.18% | 81 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HRT FINANCIAL LP | History | Added to | 14,791 | 520 | 0.0% | 0.0% | 82 | +3,475 | 30.71% | Q2 2026 | Aug 14, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 14,755 | 519 | 0.0% | 0.0% | 83 | -5,843 | -28.37% | Q2 2026 | Aug 14, 2026 |
| Jupiter Topco LLC | History | New | 13,532 | 475 | 0.0% | — | 84 | +13,532 | New | Q2 2026 | Aug 14, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 13,417 | 472 | 0.0% | 0.0% | 85 | -166 | -1.22% | Q2 2026 | Aug 14, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 12,300 | 432 | 0.01% | 0.01% | 86 | -100 | -0.81% | Q2 2026 | Jul 21, 2026 |
| SG Americas Securities, LLC | History | Added to | 12,206 | 430 | 0.0% | 0.0% | 87 | +4,981 | 68.94% | Q2 2026 | Aug 07, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 13,532 | 420 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| NewEdge Advisors, LLC | History | Added to | 11,918 | 419 | 0.0% | 0.0% | 89 | +59 | 0.5% | Q2 2026 | Aug 12, 2026 |
| Redwood Family Wealth LLC | History | Reduced | 11,182 | 393 | 0.34% | 0.34% | 90 | -140 | -1.24% | Q2 2026 | Aug 04, 2026 |
| Focus Partners Wealth | History | Reduced | 10,848 | 381 | 0.0% | 0.0% | 91 | -422 | -3.74% | Q2 2026 | Aug 12, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | Added to | 10,777 | 379 | 0.01% | 0.01% | 92 | +2,966 | 37.97% | Q2 2026 | Aug 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 10,757 | 378 | 0.0% | 0.0% | 93 | +3,324 | 44.72% | Q2 2026 | Aug 19, 2026 |
| Bill Few Associates, Inc. | History | Added to | 10,444 | 367 | 0.08% | 0.07% | 94 | +1,074 | 11.46% | Q2 2026 | Jul 07, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 10,421 | 366 | 0.0% | 0.01% | 95 | -4,582 | -30.54% | Q2 2026 | Jul 20, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | Added to | 10,209 | 359 | 0.02% | 0.02% | 96 | +200 | 2.0% | Q2 2026 | Jul 23, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 10,117 | 356 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BARCLAYS PLC | History | Reduced | 9,958 | 350 | 0.0% | 0.0% | 98 | -1,901 | -16.03% | Q2 2026 | Aug 14, 2026 |
| Quantbot Technologies LP | History | New | 9,895 | 348 | 0.01% | — | 99 | +9,895 | New | Q2 2026 | Aug 12, 2026 |
| Gibson Wealth Advisors LLC | History | No change | 9,856 | 346 | 0.22% | 0.21% | 100 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 9,434 | 331 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Odyssean, LLC | History | New | 9,226 | 324 | 0.05% | — | 102 | +9,226 | New | Q2 2026 | Aug 14, 2026 |
| Ameritas Advisory Services, LLC | History | New | 9,186 | 323 | 0.01% | — | 103 | +9,186 | New | Q2 2026 | Aug 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 9,167 | 322 | 0.0% | 0.0% | 104 | +810 | 9.69% | Q2 2026 | Aug 07, 2026 |
| XTX Topco Ltd | History | New | 9,092 | 319 | 0.0% | — | 106 | +9,092 | New | Q2 2026 | Aug 14, 2026 |
| JAMISON PRIVATE WEALTH MANAGEMENT, INC. | History | Added to | 9,083 | 319 | 0.03% | 0.03% | 105 | +9 | 0.1% | Q2 2026 | Jul 16, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Added to | 8,822 | 310 | 0.0% | 0.0% | 107 | +724 | 8.94% | Q2 2026 | Sep 09, 2026 |
| Steward Partners Investment Advisory, LLC | History | New | 8,770 | 308 | 0.0% | — | 108 | +8,770 | New | Q2 2026 | Aug 13, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 8,739 | 307 | 0.0% | 0.0% | 109 | +125 | 1.45% | Q2 2026 | Jul 27, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | Reduced | 8,718 | 306 | 0.02% | 0.03% | 110 | -4,911 | -36.03% | Q2 2026 | Aug 05, 2026 |
| Curi Capital, LLC | History | Added to | 8,462 | 297 | 0.0% | 0.0% | 111 | +2 | 0.02% | Q2 2026 | Aug 14, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 8,403 | 295 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Rafferty Asset Management, LLC | History | Reduced | 8,135 | 286 | 0.0% | 0.0% | 114 | -5,365 | -39.74% | Q2 2026 | Aug 14, 2026 |
| &PARTNERS | History | Reduced | 8,144 | 286 | 0.0% | 0.0% | 113 | -636 | -7.24% | Q2 2026 | Aug 14, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 7,997 | 281 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| CWM, LLC | History | No change | 9,038 | 280 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Arizona State Retirement System | History | Reduced | 7,797 | 274 | 0.0% | 0.0% | 117 | -48 | -0.61% | Q2 2026 | Aug 07, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 7,561 | 266 | 0.0% | 0.0% | 118 | +3 | 0.04% | Q2 2026 | Aug 12, 2026 |
| AMALGAMATED BANK | History | Reduced | 7,544 | 265 | 0.0% | 0.0% | 119 | -532 | -6.59% | Q2 2026 | Jul 23, 2026 |
| BAILARD, INC. | History | New | 7,500 | 263 | 0.01% | — | 120 | +7,500 | New | Q2 2026 | Jul 30, 2026 |
| Ackerman Capital Advisors, LLC | History | No change | 7,438 | 261 | 0.05% | 0.05% | 121 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 7,403 | 260 | 0.0% | 0.0% | 122 | +716 | 10.71% | Q2 2026 | Aug 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | New | 7,341 | 252 | 0.0% | — | 125 | +7,341 | New | Q2 2026 | Jul 15, 2026 |
| Neuberger Berman Group LLC | History | New | 7,188 | 252 | 0.0% | — | 124 | +7,188 | New | Q2 2026 | Aug 13, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 7,176 | 252 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 7,116 | 250 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 6,918 | 243 | 0.0% | 0.0% | 127 | -522 | -7.02% | Q2 2026 | Jul 16, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | New | 6,684 | 235 | 0.0% | — | 128 | +6,684 | New | Q2 2026 | Aug 12, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 6,632 | 233 | 0.0% | 0.0% | 129 | -277 | -4.01% | Q2 2026 | Jul 17, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | No change | 6,410 | 225 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 6,163 | 216 | 0.0% | 0.0% | 131 | -997 | -13.92% | Q2 2026 | Aug 10, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 6,100 | 214 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sanctuary Advisors, LLC | History | New | 5,976 | 210 | 0.0% | — | 133 | +5,976 | New | Q2 2026 | Aug 13, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | No change | 3,807 | 133 | 0.01% | 0.01% | 134 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| FMR LLC | History | Added to | 3,563 | 125 | 0.0% | 0.0% | 135 | +1,184 | 49.77% | Q2 2026 | Aug 13, 2026 |
| GAMMA Investing LLC | History | Added to | 3,379 | 118 | 0.0% | 0.0% | 136 | +916 | 37.19% | Q2 2026 | Jul 07, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 2,644 | 93 | 0.0% | 0.0% | 138 | +227 | 9.39% | Q2 2026 | Aug 13, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 2,638 | 93 | 0.0% | 0.0% | 137 | +151 | 6.07% | Q2 2026 | Jul 23, 2026 |
| Larson Financial Group LLC | History | Reduced | 2,429 | 85 | 0.0% | 0.01% | 139 | -2,658 | -52.25% | Q2 2026 | Aug 14, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 2,382 | 83 | 0.0% | 0.0% | 140 | +1,762 | 284.19% | Q2 2026 | Aug 10, 2026 |
| Hilltop National Bank | History | No change | 2,278 | 80 | 0.02% | 0.02% | 141 | 0 | 0.0% | Q2 2026 | Jul 01, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 2,214 | 77 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 2,180 | 76 | 0.0% | 0.0% | 143 | +15 | 0.69% | Q2 2026 | Aug 13, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 1,933 | 68 | 0.0% | 0.0% | 144 | +260 | 15.54% | Q2 2026 | Jul 17, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Added to | 1,765 | 62 | 0.0% | 0.0% | 145 | +1,116 | 171.96% | Q2 2026 | Aug 17, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Reduced | 1,712 | 60 | 0.0% | 0.0% | 146 | -20 | -1.15% | Q2 2026 | Aug 13, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 1,682 | 59 | 0.0% | 0.0% | 147 | -1,560 | -48.12% | Q2 2026 | Aug 11, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Reduced | 1,451 | 50 | 0.0% | 0.0% | 148 | -132 | -8.34% | Q2 2026 | Aug 14, 2026 |
| Arax Advisory Partners | History | Added to | 1,262 | 44 | 0.0% | 0.0% | 149 | +1,098 | 669.51% | Q2 2026 | Aug 10, 2026 |
| Nykredit A/S | History | New | 692 | 24 | 0.0% | — | 151 | +692 | New | Q2 2026 | Sep 08, 2026 |
| Versant Capital Management, Inc | History | No change | 693 | 24 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 678 | 23 | 0.0% | 0.0% | 152 | -380 | -35.92% | Q2 2026 | Jul 24, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 643 | 22 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Reduced | 604 | 21 | 0.0% | 0.0% | 154 | -232 | -27.75% | Q2 2026 | Aug 07, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 617 | 21 | 0.0% | 0.0% | 155 | +232 | 60.26% | Q2 2026 | Aug 14, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 599 | 21 | 0.0% | 0.0% | 156 | +9 | 1.53% | Q2 2026 | Aug 07, 2026 |
| Sterling Capital Management LLC | History | Reduced | 515 | 18 | 0.0% | 0.0% | 157 | -443 | -46.24% | Q2 2026 | Jul 28, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Reduced | 423 | 14 | 0.0% | 0.0% | 159 | -440 | -50.98% | Q2 2026 | Aug 12, 2026 |
| Global Retirement Partners, LLC | History | New | 406 | 14 | 0.0% | — | 160 | +406 | New | Q2 2026 | Aug 06, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 410 | 14 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Allworth Financial LP | History | Added to | 393 | 13 | 0.0% | 0.0% | 161 | +121 | 44.49% | Q2 2026 | Aug 11, 2026 |
| SIGNATUREFD, LLC | History | Added to | 335 | 11 | 0.0% | 0.0% | 162 | +38 | 12.79% | Q2 2026 | Jul 23, 2026 |
| US BANCORP \DE\ | History | Reduced | 305 | 10 | 0.0% | 0.0% | 163 | -145 | -32.22% | Q2 2026 | Aug 12, 2026 |
| Optiver Holding B.V. | History | Added to | 282 | 9 | 0.0% | 0.0% | 166 | +200 | 243.9% | Q2 2026 | Aug 12, 2026 |
| SouthState Bank Corp | History | No change | 278 | 9 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BESSEMER GROUP INC | History | No change | 256 | 9 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HUNTINGTON NATIONAL BANK | History | New | 242 | 8 | 0.0% | — | 167 | +242 | New | Q2 2026 | Aug 13, 2026 |
| Smartleaf Asset Management LLC | History | No change | 213 | 7 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 188 | 6 | 0.0% | 0.0% | 169 | +41 | 27.89% | Q2 2026 | Aug 06, 2026 |
| Essential Partners LLC | History | Added to | 165 | 5 | 0.0% | 0.0% | 170 | +13 | 8.55% | Q2 2026 | Aug 10, 2026 |
| IFP Advisors, Inc | History | Added to | 132 | 4 | 0.0% | 0.0% | 171 | +36 | 37.5% | Q2 2026 | Jul 20, 2026 |
| Aster Capital Management (DIFC) Ltd | History | New | 92 | 3 | 0.0% | — | 174 | +92 | New | Q2 2026 | Aug 14, 2026 |
| Physician Wealth Advisors, Inc. | History | Reduced | 92 | 3 | 0.0% | 0.0% | 173 | -18 | -16.36% | Q2 2026 | Jul 20, 2026 |
| Parkside Financial Bank & Trust | History | No change | 107 | 3 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q2 2026 | Sep 04, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | New | 62 | 2 | 0.0% | — | 179 | +62 | New | Q2 2026 | Aug 04, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Added to | 71 | 2 | 0.0% | 0.0% | 175 | +28 | 65.12% | Q2 2026 | Jul 02, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 57 | 2 | 0.0% | 0.0% | 177 | -5 | -8.06% | Q2 2026 | Jul 22, 2026 |
| Kilter Group LLC | History | Reduced | 59 | 2 | 0.0% | 0.0% | 178 | -5 | -7.81% | Q2 2026 | Aug 11, 2026 |
| Salomon & Ludwin, LLC | History | No change | 61 | 2 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Parallel Advisors, LLC | History | Reduced | 33 | 1 | 0.0% | 0.0% | 181 | -25 | -43.1% | Q2 2026 | Aug 05, 2026 |
| Covestor Ltd | History | Added to | 16 | 1 | 0.0% | — | 183 | +9 | 128.57% | Q2 2026 | Aug 07, 2026 |
| Basecamp Wealth Advisors LLC | History | Added to | 33 | 1 | 0.0% | — | 185 | +6 | 22.22% | Q2 2026 | Aug 14, 2026 |
| UMB Bank, n.a. | History | No change | 47 | 1 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cedar Mountain Advisors, LLC | History | No change | 52 | 1 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| Bare Financial Services, Inc | History | No change | 42 | 1 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| ProShare Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -207,364 | -100.0% | Q2 2026 | Aug 11, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -15,966 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Tidal Investments LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -15,267 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,625 | -100.0% | Q2 2026 | Aug 12, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,738 | -100.0% | Q2 2026 | Aug 14, 2026 |
| SIMPLEX TRADING, LLC | History | New | 100 | 0 | — | — | — | +100 | New | Q2 2026 | Aug 12, 2026 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | 0.0% | — | -70 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Root Financial Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -34 | -100.0% | Q2 2026 | Jul 29, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | — | — | -23 | -100.0% | Q2 2026 | Aug 13, 2026 |
| SJS Investment Consulting Inc. | History | New | 16 | 0 | — | — | — | +16 | New | Q2 2026 | Jul 22, 2026 |
| Silver Grove Financial Group, Inc. | History | New | 12 | 0 | — | — | — | +12 | New | Q2 2026 | Aug 13, 2026 |
| Clearstead Advisors, LLC | History | New | 7 | 0 | — | — | — | +7 | New | Q2 2026 | Aug 06, 2026 |
| True Wealth Design, LLC | History | Reduced | 17 | 0 | — | — | — | -3 | -15.0% | Q2 2026 | Jul 16, 2026 |
| Davis Capital Management | History | New | 2 | 0 | — | — | — | +2 | New | Q2 2026 | Jul 16, 2026 |
| Plante Moran Financial Advisors, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q2 2026 | Aug 06, 2026 |
| Hughes Financial Services, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q2 2026 | Jul 20, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 18 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Sunbelt Securities, Inc. | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Avion Wealth | History | No change | 18 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Caitong International Asset Management Co., Ltd | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 22 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |