Bok FinancialBOKF
13F holders, Q1 2026 (March 31)292holders +39
57new positions
19sold out
8famous investors
$128.04avg. 13F price*
At the end of Q1 2026, 292 institutions reported holding Bok Financial Corporation (BOKF) in their 13F filings, up 39 from Q4 2025. 57 opened new positions and 19 sold out. The largest holders were George Kaiser Family Foundation ($430.5M), Dimensional Fund Advisors LP ($346.8M) and Ariel Investments ($211.3M). 8 famous investors held it, including John W. Rogers Jr. (2.4% of Ariel Investments's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Bok Financial Corporation
- CUSIP
- 05561Q201
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 57 | $63.8M |
| Exits | 19 | $11.0M |
All 13F filers, Q4 2025 → Q1 2026: 1,724,949 shares bought and 1,760,230 shares sold, net −35,281 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 292 holders
| George Kaiser Family Foundation | 48.76% | No change | 3,361,707 | $430.5M |
| Dimensional Fund Advisors LP | 0.07% | Add +1.3% | 2,708,525 | $346.8M |
| Ariel Investments | 2.36% | Reduce -2.3% | 1,649,883 | $211.3M |
| FMR LLC | 0.01% | Reduce -18.6% | 1,418,190 | $181.6M |
| BlackRock, Inc. | 0.00% | Reduce -8.5% | 1,116,893 | $143.0M |
| Vanguard Portfolio Management LLC | 0.01% | — | 988,557 | $126.6M |
| State Street Corp. | 0.00% | Add +11.1% | 969,414 | $124.1M |
| Vanguard Capital Management LLC | 0.00% | — | 855,392 | $109.5M |
| CIBC Bancorp USA Inc. | 0.10% | — | 568,992 | $72.9M |
| Cibc World Market Inc. | 0.10% | Reduce -53.4% | 423,700 | $54.3M |
| Two Sigma Investments, LP | 0.05% | Add +50.4% | 417,133 | $53.4M |
| Geode Capital Management, LLC | 0.00% | Reduce -4.8% | 403,341 | $51.7M |
| AQR Capital Management | 0.02% | Add +1.5% | 386,303 | $49.1M |
| First Trust Advisors LP | 0.03% | Reduce -24.7% | 332,449 | $42.6M |
| Victory Capital Management Inc. | 0.02% | Add +23.0% | 272,380 | $34.9M |
| Freestone Grove Partners LP | 0.24% | Reduce -48.1% | 257,045 | $32.9M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.04% | Reduce -3.1% | 245,693 | $31.5M |
| Morgan Stanley | 0.00% | Add +3.5% | 243,327 | $31.2M |
| Allspring Global Investments Holdings, LLC | 0.05% | Reduce -8.0% | 230,146 | $29.5M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +0.7% | 220,978 | $28.3M |
| Goldman Sachs Group Inc. | 0.00% | Add +207.3% | 215,586 | $27.6M |
| Blair William & Co. | 0.07% | Add +0.0% | 195,215 | $25.0M |
| UBS Group AG | 0.00% | Add +55.7% | 193,389 | $24.8M |
| Bank of New York Mellon Corp | 0.00% | Add +1.8% | 163,304 | $20.9M |
| Citadel Advisors | 0.01% | Add +316.6% | 153,202 | $19.6M |
| Northern Trust Corp. | 0.00% | Reduce -0.9% | 142,916 | $18.3M |
| Bank of America Corp. | 0.00% | Add +135.8% | 139,910 | $17.9M |
| HRT Financial LP | 0.04% | Add +1148.9% | 138,020 | $17.7M |
| Vanguard Fiduciary Trust Co. | 0.00% | — | 128,359 | $16.4M |
| Public Employees Retirement Association of Colorado | 0.06% | New | 127,550 | $16.3M |
| Bokf, NA | 0.25% | Reduce -1.0% | 127,017 | $16.3M |
| Avenir Corp. | 1.95% | Reduce -0.0% | 124,957 | $16.0M |
| Treasurer of the State of North Carolina | 0.04% | Add +8.6% | 111,324 | $14.3M |
| Squarepoint Ops LLC | 0.02% | Add +220.7% | 85,588 | $11.0M |
| Quantinno Capital Management LP | 0.02% | Add +22.0% | 81,913 | $10.5M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +1.6% | 79,378 | $10.2M |
| D. E. Shaw & Co. | 0.01% | Add +85.4% | 74,828 | $9.6M |
| Barclays PLC | 0.00% | Add +56.9% | 71,173 | $9.1M |
| Invesco Ltd. | 0.00% | Reduce -17.5% | 61,247 | $7.8M |
| Jacobs Levy Equity Management, Inc. | 0.03% | Reduce -65.3% | 56,451 | $7.2M |
| Panagora Asset Management Inc. | 0.02% | New | 50,775 | $6.5M |
| Prescott Group Capital Management, L.L.C. | 0.64% | No change | 49,993 | $6.4M |
| Edgestream Partners, L.P. | 0.20% | New | 48,786 | $6.2M |
| BNP Paribas Financial Markets | 0.00% | Add +754.2% | 48,099 | $6.2M |
| Dark Forest Capital Management LP | 0.53% | Reduce -21.9% | 46,828 | $6.0M |
| Balyasny Asset Management L.P. | 0.01% | Add +19.2% | 46,639 | $6.0M |
| Citigroup Inc. | 0.00% | Add +8.5% | 46,369 | $5.9M |
| Royce & Associates LP | 0.06% | Reduce -1.4% | 45,005 | $5.8M |
| FIL Ltd | 0.00% | No change | 45,000 | $5.8M |
| Swiss National Bank | 0.00% | No change | 43,974 | $5.6M |
| Pathstone Holdings, LLC | 0.02% | Add +0.4% | 42,193 | $5.4M |
| Cambiar Investors LLC | 0.24% | Reduce -19.6% | 40,472 | $5.2M |
| Susquehanna International Group, LLP | 0.01% | Add +43.8% | 36,440 | $4.7M |
| Rafferty Asset Management, LLC | 0.02% | Add +0.0% | 36,375 | $4.7M |
| Nuveen, LLC | 0.00% | Add +5.8% | 33,902 | $4.3M |
| Wells Fargo & Company | 0.00% | Reduce -14.8% | 33,687 | $4.3M |
| California State Teachers Retirement System | 0.00% | Add +48.0% | 30,945 | $4.0M |
| Nisa Investment Advisors, LLC | 0.01% | Add +305.1% | 30,489 | $3.9M |
| Reinhart Partners, Llc. | 0.10% | Reduce -8.9% | 27,510 | $3.5M |
| Isthmus Partners, LLC | 0.35% | Add +75.2% | 26,245 | $3.4M |
| Rhumbline Advisers | 0.00% | Reduce -5.7% | 24,477 | $3.1M |
| Jane Street Group, LLC | 0.00% | New | 24,250 | $3.1M |
| SG Americas Securities, LLC | 0.00% | Add +352.3% | 24,026 | $3.1M |
| Brevan Howard Capital Management LP | 0.03% | New | 23,678 | $3.0M |
| Voloridge Investment Management, LLC | 0.01% | New | 21,924 | $2.8M |
| Sei Investments Co. | 0.00% | Add +3.5% | 20,211 | $2.6M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.00% | — | 19,370 | $2.5M |
| Verition Fund Management LLC | 0.03% | Reduce -50.0% | 19,317 | $2.5M |
| Readystate Asset Management LP | 0.25% | New | 19,202 | $2.5M |
| Martin & Co. Inc. | 0.42% | Add +1.8% | 19,115 | $2.4M |
| Polaris Capital Management, LLC | 0.19% | No change | 18,164 | $2.3M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -2.6% | 17,975 | $2.3M |
| Millennium Management | 0.00% | New | 17,896 | $2.3M |
| JPMorgan Chase & Co. | 0.00% | Add +8.7% | 18,290 | $2.3M |
| Allianz Asset Management GmbH | 0.00% | Add +207.0% | 17,750 | $2.3M |
| Palisade Capital Management, LP | 0.08% | Reduce -45.6% | 17,470 | $2.2M |
| Envestnet Asset Management Inc. | 0.00% | Add +140.0% | 17,407 | $2.2M |
| Informed Momentum Co LLC | 0.26% | New | 17,377 | $2.2M |
| Vest Financial, LLC | 0.03% | Add +10.7% | 16,750 | $2.1M |
| Susquehanna Fundamental Investments, LLC | 0.08% | New | 16,577 | $2.1M |
| Occudo Quantitative Strategies LP | 0.11% | Add +35.7% | 15,300 | $2.0M |
| Legal & General Group Plc | 0.00% | Reduce -22.6% | 15,694 | $2.0M |
| Summit Trail Advisors, LLC | 0.03% | Add +94.2% | 14,768 | $1.9M |
| Point72 Asset Management | 0.00% | Add +42.0% | 13,478 | $1.7M |
| Creative Planning | 0.00% | Add +31.1% | 12,981 | $1.7M |
| American Century Companies Inc. | 0.00% | Add +2.2% | 12,911 | $1.7M |
| Probity Advisors, Inc. | 0.26% | Reduce -1.2% | 12,694 | $1.6M |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 12,617 | $1.6M |
| Man Group plc | 0.00% | Add +16.1% | 11,959 | $1.5M |
| Allstate Corp. | 0.02% | New | 11,754 | $1.5M |
| Galvin, Gaustad & Stein, LLC | 0.11% | No change | 10,815 | $1.4M |
| New York State Common Retirement Fund | 0.00% | No change | 10,751 | $1.4M |
| King Luther Capital Management Corp. | 0.01% | Reduce -7.4% | 10,325 | $1.3M |
| Russell Investments Group, Ltd. | 0.00% | Reduce -80.9% | 9,487 | $1.2M |
| Janus Henderson Group PLC | 0.00% | No change | 9,460 | $1.2M |
| Professional Financial Advisors, LLC | 0.25% | New | 9,448 | $1.2M |
| HSBC Holdings PLC | 0.00% | New | 9,020 | $1.2M |
| Jump Financial, LLC | 0.02% | New | 8,851 | $1.1M |
| Capstone Investment Advisors, LLC | 0.01% | Reduce -32.2% | 8,782 | $1.1M |
| Vanguard Global Advisers, LLC | 0.00% | — | 8,714 | $1.1M |
| Police & Firemen's Retirement System of New Jersey | 0.01% | Reduce -10.6% | 8,400 | $1.1M |
| Alliancebernstein L.P. | 0.00% | Reduce -8.6% | 9,048 | $1.1M |
| Focus Partners Wealth | 0.00% | Add +39.8% | 8,319 | $1.1M |
| Aquatic Capital Management LLC | 0.03% | Add +111.5% | 7,981 | $1.0M |
| Arrowstreet Capital, Limited Partnership | 0.00% | Reduce -86.6% | 7,640 | $978K |
| Public Employees Retirement System of Ohio | 0.00% | Reduce -14.0% | 7,522 | $963K |
| HighTower Advisors, LLC | 0.00% | Reduce -3.1% | 7,085 | $907K |
| Trexquant Investment LP | 0.01% | New | 7,011 | $898K |
| Numerai GP LLC | 0.09% | New | 6,955 | $891K |
| Aigen Investment Management, LP | 0.22% | Add +4.6% | 6,698 | $858K |
| Neuberger Berman Group LLC | 0.00% | Reduce -1.8% | 6,673 | $855K |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -2.2% | 6,571 | $841K |
| Handelsbanken Fonder AB | 0.00% | No change | 6,472 | $829K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +14.9% | 6,458 | $827K |
| Campbell & CO Investment Adviser LLC | 0.05% | New | 6,437 | $824K |
| Parallel Advisors, LLC | 0.01% | Add +1.3% | 6,237 | $799K |
| Vanguard Investments Australia, Ltd. | 0.00% | — | 6,141 | $786K |
| Cowa, LLC | 0.23% | No change | 6,123 | $784K |
| Arizona State Retirement System | 0.00% | Reduce -1.8% | 6,081 | $779K |
| Mackenzie Financial Corp. | 0.00% | New | 6,002 | $769K |
| Marshall Wace, LLP | 0.00% | New | 5,600 | $717K |
| Jefferies Financial Group Inc. | 0.01% | Add +223.8% | 5,572 | $714K |
| Ameriprise Financial Inc. | 0.00% | Reduce -8.7% | 5,520 | $707K |
| Teacher Retirement System of Texas | 0.00% | Add +33.9% | 5,490 | $703K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +68.9% | 5,194 | $665K |
| Royal Bank of Canada | 0.00% | Add +133.5% | 5,108 | $654K |
| Elk River Wealth Management LLC | 0.11% | Reduce -14.0% | 5,056 | $647K |
| CX Institutional | 0.02% | New | 5,000 | $640K |
| EntryPoint Capital, LLC | 0.19% | No change | 4,975 | $637K |
| Diamond Hill Capital Management, LLC (Investment Advisor) | 0.00% | Reduce -71.5% | 4,971 | $637K |
| KLP Kapitalforvaltning As | 0.00% | No change | 4,827 | $618K |
| Mercer Global Advisors Inc. | 0.00% | Add +9.9% | 4,597 | $589K |
| Tidal Investments LLC | 0.00% | Add +2.6% | 4,446 | $569K |
| Raymond James Financial Inc. | 0.00% | Reduce -0.7% | 4,406 | $564K |
| Gotham Asset Management | 0.00% | Reduce -0.1% | 4,320 | $553K |
| Centiva Capital, LP | 0.03% | Add +60.4% | 4,307 | $552K |
| Greenleaf Trust | 0.01% | Add +0.3% | 4,232 | $542K |
| Mirabella Financial Services LLP | 0.05% | New | 4,222 | $541K |
| Pictet Asset Management Holding SA | 0.00% | Add +11.4% | 4,118 | $527K |
| Axq Capital, LP | 0.07% | New | 4,074 | $522K |
| Captrust Financial Advisors | 0.00% | Add +115.7% | 3,805 | $487K |
| Schonfeld Strategic Advisors LLC | 0.00% | Reduce -30.2% | 3,797 | $486K |
| Corient Private Wealth LP | 0.00% | Add +45.2% | 3,687 | $458K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +9.1% | 3,549 | $454K |
| United Capital Financial Advisors, LLC | 0.00% | New | 3,519 | $451K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | Reduce -6.5% | 3,468 | $444K |
| Syon Capital LLC | 0.02% | Add +3.4% | 3,359 | $430K |
| PNC Financial Services Group, Inc. | 0.00% | Add +0.3% | 3,358 | $430K |
| LPL Financial LLC | 0.00% | Add +15.1% | 3,317 | $425K |
| Ritholtz Wealth Management | 0.01% | Reduce -59.0% | 3,313 | $424K |
| Laird Norton Wetherby Trust Company, LLC | 0.01% | Reduce -0.3% | 3,200 | $410K |
| Tudor Investment Corporation | 0.00% | New | 3,178 | $407K |
| Amundi | 0.00% | New | 3,153 | $404K |
| Frec Markets, Inc. | 0.06% | New | 2,951 | $378K |
| MML Investors Services, LLC | 0.00% | Add +24.1% | 2,938 | $376K |
| Anchyra Partners LLC | 0.11% | Add +0.7% | 2,934 | $376K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -28.8% | 2,907 | $372K |
| GTS Securities LLC | 0.01% | New | 2,870 | $368K |
| Swiss Life Asset Management Ltd | 0.00% | New | 2,797 | $358K |
| NorthRock Partners, LLC | 0.01% | Add +2.4% | 2,730 | $350K |
| Legacy Wealth Asset Management, LLC | 0.08% | Reduce -0.4% | 2,713 | $347K |
| Perbak Capital Partners LLP | 0.08% | New | 2,610 | $334K |
| Ironwood Investment Counsel, LLC | 0.05% | No change | 2,573 | $329K |
| Heritage Trust Co | 0.03% | No change | 2,568 | $329K |
| M&T Bank Corp | 0.00% | Add +4.4% | 2,460 | $315K |
| Capital Advisors Inc. | 0.01% | No change | 2,458 | $315K |
| CANADA LIFE ASSURANCE Co | 0.00% | No change | 2,390 | $308K |
| Westwood Holdings Group Inc. | 0.00% | No change | 2,370 | $304K |
| Commerce Bank | 0.00% | No change | 2,290 | $293K |
| Savant Capital, LLC | 0.00% | New | 2,246 | $288K |
| FORA Capital, LLC | 0.02% | Reduce -21.2% | 2,241 | $287K |
| &partners | 0.00% | Reduce -17.1% | 2,213 | $283K |
| Brooklyn Investment Group | 0.01% | New | 2,207 | $283K |
| State of Wisconsin Investment Board | 0.00% | New | 2,148 | $275K |
| Deutsche Bank AG | 0.00% | Add +4.1% | 2,140 | $274K |
| Stifel Financial Corp. | 0.00% | Reduce -9.5% | 2,114 | $271K |
| Cerity Partners LLC | 0.00% | Add +12.2% | 2,112 | $270K |
| CIBC Asset Management Inc | 0.00% | No change | 2,081 | $266K |
| Mitsubishi UFJ Trust & Banking Corp | 0.00% | New | 2,080 | $266K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +2.9% | 2,018 | $259K |
| Bayforest Capital Ltd | 0.28% | New | 1,971 | $252K |
| Two Sigma Securities, LLC | 0.03% | New | 1,953 | $250K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -19.9% | 1,932 | $247K |
| SageView Advisory Group, LLC | 0.01% | Reduce -0.5% | 1,926 | $247K |
| DGS Capital Management, LLC | 0.04% | New | 1,919 | $246K |
| AlphaGrep UK Ltd | 0.07% | New | 1,814 | $232K |
| Bank of Montreal | 0.00% | Reduce -12.4% | 1,738 | $223K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | New | 1,686 | $216K |
| GAMMA Investing LLC | 0.01% | Add +5.3% | 1,656 | $212K |
| Baird Financial Group, Inc. | 0.00% | New | 1,611 | $206K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | New | 1,610 | $206K |
| Xponance LLC | 0.00% | New | 1,578 | $202K |
| US Bancorp \de | 0.00% | Add +5.2% | 1,527 | $196K |
| Sprucegrove Investment Management Ltd. | 0.03% | No change | 1,400 | $179K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -22.4% | 1,371 | $176K |
| Wealth Enhancement Trust Services, Inc. | 0.02% | No change | 1,358 | $174K |
| Burk Holdings LLC | 0.07% | New | 1,271 | $163K |
| Cwm, LLC | 0.00% | Add +12.3% | 1,251 | $160K |
| Osaic Holdings, Inc. | 0.00% | Add +10.2% | 1,228 | $158K |
| Quadrant Capital Group LLC | 0.00% | Reduce -3.6% | 1,051 | $135K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +29.0% | 1,031 | $132K |
| Chilton Capital Management LLC | 0.00% | Add +0.5% | 940 | $120K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 875 | $112K |
| KBC Group NV | 0.00% | No change | 857 | $110K |
| Sterling Capital Management LLC | 0.00% | Reduce -52.1% | 627 | $80K |
| Hamilton Capital Partners Inc. | 0.00% | Reduce -57.2% | 613 | $79K |
| Olistico Wealth, LLC | 0.03% | No change | 500 | $64K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 500 | $64K |
| STRS Ohio | 0.00% | Reduce -15.7% | 447 | $57K |
| Quent Capital, LLC | 0.00% | Reduce -0.5% | 430 | $55K |
| Root Financial Partners, LLC | 0.00% | Add +56.2% | 367 | $47K |
| Global Assets Advisory, LLC | 0.01% | New | 165 | $44K |
| Ancora Advisors LLC | 0.00% | Add +16.0% | 334 | $43K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +18.9% | 327 | $42K |
| Smartleaf Asset Management LLC | 0.00% | Add +229.2% | 316 | $40K |
| MetLife Investment Management, LLC | 0.00% | Reduce -15.5% | 306 | $39K |
| MAI Capital Management | 0.00% | Add +100.7% | 295 | $38K |
| Allworth Financial LP | 0.00% | Add +52.1% | 289 | $37K |
| Fifth Third Bancorp | 0.00% | Add +2291.7% | 287 | $37K |
| Pinnacle Holdings, LLC | 0.01% | No change | 260 | $33K |
| Versant Capital Management, Inc | 0.00% | Add +106.5% | 254 | $33K |
| Farther Finance Advisors, LLC | 0.00% | Add +8.4% | 231 | $30K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 230 | $29K |
| Covestor Ltd | 0.02% | Reduce -41.8% | 213 | $28K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 185 | $24K |
| Signaturefd, LLC | 0.00% | Add +56.9% | 182 | $23K |
| CENTRAL TRUST Co | 0.00% | No change | 150 | $19K |
| City State Bank | 0.00% | No change | 136 | $17K |
| Parkside Financial Bank & Trust | 0.00% | Reduce -28.6% | 132 | $17K |
| Whittier Trust Co. | 0.00% | No change | 122 | $16K |
| Los Angeles Capital Management LLC | 0.00% | No change | 119 | $15K |
| Basecamp Wealth Advisors LLC | 0.00% | No change | 115 | $15K |
| CVA Family Office, LLC | 0.00% | New | 114 | $15K |
| LRI Investments, LLC | 0.00% | No change | 94 | $12K |
| Elevation Wealth Partners, LLC | 0.00% | Add +172.7% | 90 | $12K |
| Private Trust Co. NA | 0.00% | Reduce -16.8% | 89 | $11K |
| Jones Financial Companies LLLP | 0.00% | No change | 72 | $9K |
| JFS Wealth Advisors, LLC | 0.00% | Add +4.7% | 67 | $9K |
| Fortitude Family Office, LLC | 0.00% | Add +185.7% | 60 | $8K |
| Blue Trust, Inc. | 0.00% | No change | 56 | $7K |
| First Horizon Corp. | 0.00% | No change | 52 | $7K |
| Marquette Asset Management, LLC | 0.00% | No change | 50 | $6K |
| IFP Advisors, Inc | 0.00% | No change | 48 | $6K |
| Clearstead Trust, LLC | 0.00% | New | 45 | $6K |
| Ares Financial Consulting, LLC | 0.00% | No change | 43 | $6K |
| Keating Financial Advisory Services, Inc. | 0.00% | Add +8.6% | 38 | $5K |
| Rossby Financial, LCC | 0.00% | Add +33.3% | 32 | $4K |
| Hughes Financial Services, LLC | 0.00% | Add +3.6% | 29 | $4K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | No change | 29 | $4K |
| Bell Investment Advisors, Inc | 0.00% | No change | 28 | $4K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 27 | $3K |
| Sachetta, LLC | 0.00% | No change | 20 | $3K |
| Private Wealth Management Group, LLC | 0.00% | No change | 20 | $3K |
| True Wealth Design, LLC | 0.00% | No change | 17 | $2K |
| SouthState Bank Corp | 0.00% | No change | 17 | $2K |
| Rialto Wealth Management, LLC | 0.00% | Add +14.3% | 16 | $2K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 16 | $2K |
| Hantz Financial Services, Inc. | 0.00% | No change | 16 | $2K |
| Bogart Wealth, LLC | 0.00% | Reduce -6.7% | 14 | $2K |
| Horizon Investments, LLC | 0.00% | Add +100.0% | 14 | $2K |
| Larson Financial Group LLC | 0.00% | No change | 13 | $2K |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +85.7% | 13 | $2K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 12 | $2K |
| Principia Wealth Advisory, LLC | 0.00% | No change | 11 | $1K |
| NBT Bank, N.A. | 0.00% | New | 11 | $1K |
| Creative Financial Designs Inc. | 0.00% | New | 10 | $1K |
| Advisory Services Network, LLC | 0.00% | New | 10 | $1K |
| SJS Investment Consulting Inc. | 0.00% | Add +28.6% | 9 | $1K |
| Cornerstone Financial Management LLC | 0.00% | No change | 8 | $1K |
| Rothschild Investment LLC | 0.00% | New | 8 | $1K |
| Avion Wealth | 0.00% | No change | 8 | $1K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 6 | $1K |
| UMB Bank, n.a. | 0.00% | Add +40.0% | 7 | $896 |
| Torren Management, LLC | 0.00% | Reduce -94.3% | 6 | $797 |
| AdvisorNet Financial, Inc | 0.00% | No change | 6 | $768 |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 5 | $641 |
| Vermillion Wealth Management, Inc. | 0.00% | New | 5 | $640 |
| HFM Investment Advisors, LLC | 0.00% | No change | 5 | $640 |
| Assetmark, Inc. | 0.00% | No change | 5 | $640 |
| Sunbelt Securities, Inc. | 0.00% | No change | 5 | $640 |
| Clearstead Advisors, LLC | 0.00% | Reduce -78.6% | 3 | $385 |
| Bruce G. Allen Investments, LLC | 0.00% | No change | 3 | $384 |
| SHP Wealth Management | 0.00% | New | 3 | $384 |
| DecisionPoint Financial, LLC | 0.00% | No change | 2 | $257 |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 2 | $256 |
| Curio Wealth, LLC | 0.00% | New | 2 | $256 |
| Innovative Asset Advisors Group, LLC | 0.00% | — | 2 | $256 |
| Raffa Wealth Management, LLC | 0.00% | New | 2 | $256 |
| Bartlett & Co. Wealth Management LLC | 0.00% | New | 1 | $133 |
| MV Capital Management, Inc. | 0.00% | New | 1 | $129 |
| TFC Financial Management, Inc. | 0.00% | No change | 1 | $129 |
| NewEdge Advisors, LLC | 0.00% | New | 1 | $128 |
"% of holder's portfolio" is BOKF's weight in each manager's 13F, not the share of Bok Financial Corporation the manager owns.