Columbia Banking SystemCOLB
13F holders, Q1 2026 (March 31)528holders +24
62new positions
37sold out
8famous investors
$27.43avg. 13F price*
At the end of Q1 2026, 528 institutions reported holding Columbia Banking System Inc. (COLB) in their 13F filings, up 24 from Q4 2025. 62 opened new positions and 37 sold out. The largest holders were BlackRock, Inc. ($742.4M), T. Rowe Price Investment Management, Inc. ($436.6M) and Wellington Management Group LLP ($409.9M). 8 famous investors held it, including Ken Griffin (0.1% of Citadel Advisors's portfolio), Ray Dalio (0.0% of Bridgewater Associates's portfolio) and Ken Fisher (0.0% of Fisher Asset Management's portfolio).
- Company
- Columbia Banking System Inc.
- CUSIP
- 197236102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 62 | $148.0M |
| Exits | 37 | $189.0M |
All 13F filers, Q4 2025 → Q1 2026: 13,994,554 shares bought and 22,260,604 shares sold, net −8,266,050 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 528 holders
| BlackRock, Inc. | 0.01% | Add +1.3% | 27,065,001 | $742.4M |
| T. Rowe Price Investment Management, Inc. | 0.30% | Add +0.5% | 15,915,525 | $436.6M |
| Wellington Management Group LLP | 0.08% | Reduce -17.5% | 14,944,275 | $409.9M |
| Vanguard Portfolio Management LLC | 0.02% | — | 14,339,716 | $393.3M |
| Dimensional Fund Advisors LP | 0.08% | Add +3.1% | 13,549,603 | $371.7M |
| Vanguard Capital Management LLC | 0.01% | — | 13,224,625 | $362.8M |
| State Street Corp. | 0.01% | Reduce -2.6% | 12,476,160 | $342.2M |
| Charles Schwab Investment Management Inc. | 0.04% | Reduce -16.9% | 10,439,791 | $286.4M |
| American Century Companies Inc. | 0.14% | Add +3.1% | 9,736,069 | $267.1M |
| T. Rowe Price Associates Inc. | 0.03% | Add +3.5% | 8,973,420 | $246.1M |
| Bank of New York Mellon Corp | 0.04% | Reduce -0.1% | 7,411,763 | $203.3M |
| Franklin Resources Inc. | 0.04% | Add +4.5% | 6,187,147 | $169.7M |
| Massachusetts Financial Services Co. | 0.06% | Reduce -6.1% | 6,024,374 | $166.8M |
| Geode Capital Management, LLC | 0.01% | Add +2.9% | 5,864,882 | $160.9M |
| HoldCo Asset Management, LP | 11.68% | No change | 5,722,786 | $157.0M |
| Morgan Stanley | 0.01% | Reduce -16.7% | 4,902,181 | $134.5M |
| Silvercrest Asset Management Group LLC | 0.82% | Reduce -3.7% | 4,147,429 | $113.8M |
| Invesco Ltd. | 0.01% | Reduce -1.8% | 4,097,020 | $112.4M |
| Nomura Asset Management International Inc. | 0.18% | Reduce -0.2% | 3,901,345 | $107.0M |
| UBS Group AG | 0.02% | Reduce -17.3% | 3,525,562 | $96.7M |
| Channing Capital Management, LLC | 2.27% | Reduce -3.2% | 3,225,347 | $88.5M |
| Citadel Advisors | 0.06% | Add +20.3% | 3,173,756 | $87.1M |
| Northern Trust Corp. | 0.01% | Add +2.8% | 2,615,067 | $71.7M |
| Epoch Investment Partners, Inc. | 0.42% | Reduce -1.6% | 2,531,279 | $69.4M |
| Fisher Asset Management | 0.02% | Reduce -7.7% | 2,321,964 | $63.7M |
| Cooke & Bieler LP | 0.67% | Reduce -4.6% | 2,152,574 | $59.0M |
| Manufacturers Life Insurance Company, The | 0.05% | Add +15.9% | 2,071,915 | $56.8M |
| Pzena Investment Management LLC | 0.18% | Add +12.7% | 2,033,219 | $55.8M |
| Vanguard Fiduciary Trust Co. | 0.01% | — | 1,837,478 | $50.4M |
| Bank of America Corp. | 0.00% | Add +25.5% | 1,451,405 | $39.8M |
| Goldman Sachs Group Inc. | 0.00% | Add +18.2% | 1,342,501 | $36.8M |
| Systematic Financial Management LP | 0.84% | Add +4.0% | 1,341,275 | $36.8M |
| Balyasny Asset Management L.P. | 0.07% | Reduce -66.2% | 1,280,063 | $35.1M |
| New York State Common Retirement Fund | 0.05% | Reduce -0.6% | 1,276,853 | $35.0M |
| Vaughan Nelson Investment Management, L.P. | 0.34% | New | 1,232,470 | $33.8M |
| First Trust Advisors LP | 0.02% | Reduce -37.8% | 1,203,045 | $33.0M |
| Stieven Capital Advisors, L.P. | 6.95% | Add +6.9% | 1,185,832 | $32.5M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.04% | Add +6.3% | 1,178,573 | $32.3M |
| Mackenzie Financial Corp. | 0.04% | New | 1,134,797 | $31.1M |
| Boston Partners | 0.03% | Reduce -6.7% | 1,092,044 | $30.0M |
| Quantinno Capital Management LP | 0.05% | Add +12.4% | 1,066,686 | $29.3M |
| Capital World Investors | 0.00% | No change | 1,063,800 | $29.2M |
| Lighthouse Investment Partners, LLC | 1.03% | Add +98.8% | 1,005,170 | $27.6M |
| Palisade Capital Management, LP | 0.97% | Reduce -6.8% | 989,695 | $27.1M |
| LSV Asset Management | 0.06% | Reduce -3.9% | 980,784 | $26.9M |
| Leeward Investments, LLC - MA | 1.19% | Reduce -2.7% | 880,432 | $24.2M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Add +10.6% | 876,027 | $24.0M |
| Algebris (uk) Ltd. | 1.74% | New | 866,672 | $23.7M |
| Ameriprise Financial Inc. | 0.01% | Reduce -8.9% | 853,602 | $23.4M |
| Segall Bryant & Hamill, LLC | 0.33% | Reduce -14.5% | 832,016 | $22.8M |
| Nuveen, LLC | 0.01% | Add +2.0% | 816,499 | $22.4M |
| AQR Capital Management | 0.01% | Add +6.7% | 812,826 | $22.2M |
| JPMorgan Chase & Co. | 0.00% | Add +7.4% | 828,352 | $22.2M |
| Raymond James Financial Inc. | 0.01% | Add +20.3% | 792,983 | $21.8M |
| Rhumbline Advisers | 0.02% | Reduce -0.6% | 768,448 | $21.1M |
| Public Employees Retirement Association of Colorado | 0.08% | No change | 745,368 | $20.4M |
| Easterly Investment Partners LLC | 1.52% | Add +1.7% | 725,392 | $19.8M |
| Sei Investments Co. | 0.02% | Add +13.0% | 717,785 | $19.7M |
| Principal Financial Group Inc. | 0.01% | Add +2.5% | 659,422 | $18.1M |
| Snyder Capital Management L P | 0.34% | Reduce -7.1% | 635,775 | $17.4M |
| Swiss National Bank | 0.01% | Add +0.4% | 592,193 | $16.2M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -0.7% | 590,305 | $16.2M |
| Stifel Financial Corp. | 0.01% | Add +416.0% | 588,356 | $16.1M |
| Millennium Management | 0.01% | Add +124.9% | 550,608 | $15.1M |
| Lone Peak Global Investors LLC | 2.45% | Add +29.6% | 537,258 | $14.7M |
| California Public Employees Retirement System | 0.01% | Add +0.1% | 526,323 | $14.4M |
| Ceredex Value Advisors LLC | 0.45% | Reduce -16.3% | 516,800 | $14.2M |
| Barclays PLC | 0.01% | Add +25.3% | 515,162 | $14.1M |
| Aristotle Capital Boston, LLC | 0.86% | Reduce -13.6% | 504,481 | $13.8M |
| Nordea Investment Management AB | 0.01% | Reduce -4.4% | 500,147 | $13.6M |
| Royal Bank of Canada | 0.00% | Add +0.1% | 480,304 | $13.2M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.02% | Reduce -0.5% | 479,278 | $13.1M |
| TD Asset Management Inc | 0.01% | Add +3.4% | 477,767 | $13.1M |
| Brevan Howard Capital Management LP | 0.13% | Add +33.9% | 468,474 | $12.9M |
| Ieq Capital, LLC | 0.06% | Reduce -2.9% | 437,132 | $12.0M |
| Clearbridge Investments, LLC | 0.01% | Add +23.6% | 432,529 | $11.9M |
| Alliancebernstein L.P. | 0.00% | Add +8.8% | 408,695 | $11.4M |
| BW Gestao de Investimentos Ltda. | 0.49% | Add +14.3% | 400,000 | $11.0M |
| Bridgewater Associates | 0.05% | Add +209.9% | 399,933 | $11.0M |
| State of Wisconsin Investment Board | 0.02% | Add +6.3% | 391,088 | $10.7M |
| Legal & General Group Plc | 0.00% | Reduce -11.9% | 390,793 | $10.7M |
| Susquehanna International Group, LLP | 0.01% | Add +778.8% | 382,051 | $10.5M |
| Phocas Financial Corp. | 1.60% | Reduce -21.8% | 372,463 | $10.2M |
| Point72 Asset Management | 0.02% | Reduce -36.6% | 365,093 | $10.0M |
| Retirement Systems of Alabama | 0.03% | Add +0.9% | 362,170 | $9.9M |
| Interval Partners, LP | 0.34% | New | 359,861 | $9.9M |
| California State Teachers Retirement System | 0.01% | Add +26.8% | 359,143 | $9.9M |
| Maltese Capital Management LLC | 1.88% | Add +39.6% | 342,100 | $9.4M |
| Huntington National Bank | 0.07% | Add +10863.3% | 328,350 | $9.0M |
| Moody Aldrich Partners LLC | 1.62% | Reduce -1.0% | 327,350 | $9.0M |
| Gilman Hill Asset Management, LLC | 1.32% | Add +0.1% | 319,842 | $8.8M |
| New York State Teachers Retirement System | 0.02% | Add +4.0% | 310,002 | $8.5M |
| Boothbay Fund Management, LLC | 0.19% | Add +13.3% | 290,091 | $8.0M |
| ZWJ Investment Counsel Inc. | 0.28% | Add +10.8% | 288,059 | $7.9M |
| Natixis Advisors, LLC | 0.01% | Add +304.4% | 287,494 | $7.9M |
| Gabelli Funds LLC | 0.05% | Add +7.6% | 287,406 | $7.9M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.01% | — | 266,351 | $7.3M |
| Creative Planning | 0.01% | Add +41.5% | 266,198 | $7.3M |
| ArrowMark Colorado Holdings LLC | 0.19% | Reduce -2.3% | 264,900 | $7.3M |
| Rhino Investment Partners, Inc | 1.83% | New | 239,797 | $6.6M |
| Cinctive Capital Management LP | 0.42% | Reduce -17.6% | 232,427 | $6.4M |
| First Eagle Investment Management, LLC | 0.01% | Add +67.8% | 229,000 | $6.3M |
| Hunter Perkins Capital Management, LLC | 1.47% | Reduce -0.1% | 226,849 | $6.2M |
| Citigroup Inc. | 0.00% | Reduce -21.8% | 218,454 | $6.0M |
| Schonfeld Strategic Advisors LLC | 0.05% | New | 212,578 | $5.8M |
| Allworth Financial LP | 0.02% | Add +3.2% | 208,115 | $5.7M |
| Peregrine Capital Management LLC | 0.21% | Reduce -8.8% | 207,150 | $5.7M |
| D.A. Davidson & Co. | 0.03% | Add +11.3% | 206,905 | $5.7M |
| Mirae Asset Global Investments Co., Ltd. | 0.02% | Reduce -23.5% | 206,755 | $5.7M |
| Wells Fargo & Company | 0.00% | Reduce -0.6% | 206,146 | $5.7M |
| Rockefeller Capital Management L.P. | 0.01% | Add +0.4% | 199,413 | $5.5M |
| CANADA LIFE ASSURANCE Co | 0.01% | Add +0.3% | 187,551 | $5.1M |
| Highland Capital Management, LLC | 0.27% | Add +2.7% | 183,165 | $5.0M |
| Rafferty Asset Management, LLC | 0.02% | Reduce -39.7% | 174,946 | $4.8M |
| Kennedy Capital Management LLC | 0.10% | Add +44.8% | 172,812 | $4.7M |
| Vanguard Global Advisers, LLC | 0.00% | — | 161,739 | $4.4M |
| Jain Global LLC | 0.06% | New | 156,497 | $4.3M |
| Siena Capital Partners GP, LLC | 1.11% | No change | 156,302 | $4.3M |
| State Board of Administration of Florida Retirement System | 0.01% | No change | 155,214 | $4.3M |
| Victory Capital Management Inc. | 0.00% | Add +1.0% | 154,750 | $4.2M |
| Sterling Capital Management LLC | 0.08% | Reduce -11.4% | 152,949 | $4.2M |
| LPL Financial LLC | 0.00% | Reduce -0.6% | 152,508 | $4.2M |
| Jane Street Group, LLC | 0.00% | Add +1859.5% | 145,530 | $4.0M |
| MetLife Investment Management, LLC | 0.02% | Reduce -0.6% | 145,278 | $4.0M |
| Expect Equity LLC | 3.05% | No change | 143,065 | $3.9M |
| Capital Advisors Wealth Management, LLC | 0.52% | Add +1.3% | 142,295 | $3.9M |
| Renaissance Technologies | 0.01% | New | 141,398 | $3.9M |
| Thrivent Financial for Lutherans | 0.01% | Add +48.0% | 141,400 | $3.9M |
| TD Private Client Wealth LLC | 0.08% | Add +2.2% | 138,909 | $3.8M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.01% | Reduce -7.8% | 138,320 | $3.8M |
| General American Investors Co. Inc. | 0.25% | Reduce -18.1% | 135,556 | $3.7M |
| Amalgamated Bank | 0.03% | Reduce -1.0% | 134,193 | $3.7M |
| Janus Henderson Group PLC | 0.00% | Reduce -78.3% | 133,901 | $3.7M |
| Pathstone Holdings, LLC | 0.01% | Reduce -10.4% | 128,659 | $3.5M |
| Police & Firemen's Retirement System of New Jersey | 0.03% | No change | 127,878 | $3.5M |
| Treasurer of the State of North Carolina | 0.01% | Add +1.0% | 125,204 | $3.4M |
| Linden Thomas Advisory Services, LLC | 0.33% | Add +1.5% | 124,282 | $3.4M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | Add +7.1% | 119,671 | $3.3M |
| PMC FIG Opportunities LLC | 5.01% | Add +20.0% | 117,879 | $3.2M |
| Hantz Financial Services, Inc. | 0.05% | Add +4.0% | 117,506 | $3.2M |
| Dana Investment Advisors, Inc. | 0.09% | Reduce -0.2% | 115,875 | $3.2M |
| State of Tennessee, Department of Treasury | 0.01% | No change | 114,333 | $3.1M |
| Mutual of America Capital Management LLC | 0.04% | Reduce -9.1% | 113,213 | $3.1M |
| Bayview Asset Management, LLC | 2.56% | New | 111,586 | $3.1M |
| Cetera Investment Advisers | 0.00% | Add +2.5% | 109,694 | $3.0M |
| Stratos Wealth Partners, LTD. | 0.03% | New | 109,584 | $3.0M |
| Sippican Capital Advisors | 1.99% | Reduce -3.9% | 105,752 | $2.9M |
| Hennessy Advisors Inc. | 0.10% | Reduce -23.9% | 105,000 | $2.9M |
| Susquehanna Portfolio Strategies, LLC | 0.04% | Reduce -4.0% | 104,665 | $2.9M |
| Russell Investments Group, Ltd. | 0.00% | Reduce -2.7% | 102,983 | $2.8M |
| Inspire Advisors, LLC | 0.23% | Reduce -12.7% | 102,164 | $2.8M |
| Elizabeth Park Capital Advisors, Ltd. | 2.10% | Add +2.5% | 99,400 | $2.7M |
| Nisa Investment Advisors, LLC | 0.01% | Add +7.0% | 96,660 | $2.7M |
| Man Group plc | 0.01% | Add +6.9% | 96,123 | $2.6M |
| Landscape Capital Management, L.L.C. | 0.17% | Add +55.0% | 95,469 | $2.6M |
| Handelsbanken Fonder AB | 0.01% | No change | 95,299 | $2.6M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -3.6% | 94,171 | $2.6M |
| Summit Trail Advisors, LLC | 0.04% | Add +11.0% | 93,188 | $2.6M |
| Clean Yield Group | 0.71% | Add +18.9% | 92,465 | $2.5M |
| Teachers Retirement System of the State of Kentucky | 0.02% | No change | 91,570 | $2.5M |
| Allstate Corp. | 0.03% | New | 91,249 | $2.5M |
| Public Employees Retirement System of Ohio | 0.01% | Reduce -4.5% | 88,860 | $2.4M |
| Yousif Capital Management, LLC | 0.03% | Reduce -6.8% | 86,282 | $2.4M |
| Louisiana State Employees Retirement System | 0.04% | Add +3.5% | 85,700 | $2.4M |
| GW&K Investment Management, LLC | 0.02% | Reduce -91.0% | 85,482 | $2.3M |
| State of New Jersey Common Pension Fund D | 0.01% | No change | 83,599 | $2.3M |
| ARGA Investment Management, LP | 0.07% | Reduce -8.1% | 82,790 | $2.3M |
| Verition Fund Management LLC | 0.02% | Add +33.5% | 82,182 | $2.3M |
| Arizona State Retirement System | 0.01% | Reduce -1.4% | 82,161 | $2.3M |
| Cerity Partners LLC | 0.00% | Add +3.6% | 80,457 | $2.2M |
| Glenmede Trust Co. NA | 0.01% | Add +6.3% | 80,393 | $2.2M |
| Sit Investment Associates Inc. | 0.04% | Add +17.6% | 78,050 | $2.1M |
| Laurion Capital Management LP | 0.21% | Add +3.0% | 77,457 | $2.1M |
| Elo Mutual Pension Insurance Co | 0.04% | Add +562.4% | 77,377 | $2.1M |
| Petiole USA ltd | 1.48% | Reduce -7.0% | 77,090 | $2.1M |
| Vanguard Investments Australia, Ltd. | 0.01% | — | 76,296 | $2.1M |
| Range Financial Group LLC | 0.70% | Reduce -2.6% | 76,050 | $2.1M |
| Arrowstreet Capital, Limited Partnership | 0.00% | New | 75,852 | $2.1M |
| Access Investment Management LLC | 0.55% | New | 75,790 | $2.1M |
| Fifth Third Bancorp | 0.00% | Add +3617.7% | 75,469 | $2.1M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Reduce -1.1% | 74,019 | $2.0M |
| US Bancorp \de | 0.00% | Reduce -0.4% | 72,345 | $2.0M |
| Weiss Asset Management LP | 0.05% | New | 72,240 | $2.0M |
| Marshall Wace, LLP | 0.00% | Add +28.9% | 72,201 | $2.0M |
| State of Michigan Retirement System | 0.01% | Add +0.6% | 71,041 | $1.9M |
| GAMCO Investors | 0.02% | Reduce -45.1% | 70,842 | $1.9M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -8.2% | 67,351 | $1.8M |
| Amundi | 0.00% | Add +67.0% | 67,135 | $1.8M |
| SG Americas Securities, LLC | 0.00% | Add +156.4% | 66,727 | $1.8M |
| Carlson Capital, L.P. | 0.72% | New | 66,509 | $1.8M |
| Northwestern Mutual Investment Management Company, LLC | 0.03% | Reduce -1.1% | 66,184 | $1.8M |
| Sowell Financial Services LLC | 0.07% | Reduce -9.1% | 65,944 | $1.8M |
| KLP Kapitalforvaltning As | 0.01% | Add +3.0% | 65,836 | $1.8M |
| Vistica Wealth Advisors, LLC | 1.79% | Add +0.1% | 65,539 | $1.8M |
| EP Wealth Advisors, LLC | 0.01% | Reduce -3.3% | 64,488 | $1.8M |
| AMG National Trust Bank | 0.04% | Reduce -2.4% | 64,378 | $1.8M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -12.8% | 61,769 | $1.7M |
| Vanguard Personalized Indexing Management, LLC | 0.02% | Reduce -7.0% | 60,923 | $1.7M |
| New Mexico Educational Retirement Board | 0.05% | No change | 60,914 | $1.7M |
| Oregon Public Employees Retirement Fund | 0.02% | Add +1.9% | 60,588 | $1.7M |
| Jones Financial Companies LLLP | 0.00% | Add +316.2% | 60,730 | $1.6M |
| Ameritas Investment Partners, Inc. | 0.05% | Reduce -0.7% | 54,423 | $1.5M |
| PARK CIRCLE Co | 1.42% | No change | 54,400 | $1.5M |
| Caprock Group, LLC | 0.03% | Reduce -31.8% | 52,211 | $1.4M |
| Mengis Capital Management, Inc. | 0.24% | Add +2.1% | 51,637 | $1.4M |
| Pictet Asset Management Holding SA | 0.00% | Add +7.8% | 49,122 | $1.3M |
| &partners | 0.01% | Add +4.3% | 48,715 | $1.3M |
| Captrust Financial Advisors | 0.00% | Reduce -20.3% | 48,669 | $1.3M |
| King Luther Capital Management Corp. | 0.01% | New | 48,027 | $1.3M |
| Cwm, LLC | 0.00% | Add +4.0% | 47,610 | $1.3M |
| Brooklyn Investment Group | 0.04% | Add +140.3% | 47,128 | $1.3M |
| State of Alaska, Department of Revenue | 0.01% | Reduce -1.0% | 46,087 | $1.3M |
| Quad-Cities Investment Group, LLC | 0.50% | Add +0.4% | 45,471 | $1.2M |
| Qube Research & Technologies Ltd | 0.00% | New | 45,290 | $1.2M |
| Callan Family Office, LLC | 0.03% | Add +0.1% | 44,798 | $1.2M |
| Ausbil Investment Management Ltd | 0.61% | No change | 44,001 | $1.2M |
| HighTower Advisors, LLC | 0.00% | Reduce -26.7% | 44,479 | $1.2M |
| Neuberger Berman Group LLC | 0.00% | Reduce -4.3% | 43,266 | $1.2M |
| Persistent Asset Partners Ltd | 0.45% | Add +20.0% | 42,096 | $1.2M |
| Corient Private Wealth LP | 0.00% | Reduce -8.4% | 43,473 | $1.2M |
| XTX Topco Ltd | 0.02% | Reduce -74.7% | 41,784 | $1.1M |
| Bank of Montreal | 0.00% | Reduce -1.9% | 41,417 | $1.1M |
| Brown Advisory Inc. | 0.00% | Reduce -57.9% | 41,266 | $1.1M |
| Brighton Jones LLC | 0.02% | New | 40,065 | $1.1M |
| Quadrant Capital Group LLC | 0.03% | Add +3.8% | 39,791 | $1.1M |
| M&T Bank Corp | 0.00% | Add +5.5% | 39,529 | $1.1M |
| Mork Capital Management, LLC | 0.76% | No change | 38,940 | $1.1M |
| Focus Partners Wealth | 0.00% | Reduce -11.9% | 38,647 | $1.1M |
| New York Life Investment Management LLC | 0.01% | New | 36,408 | $999K |
| Wbi Investments, LLC | 0.27% | Reduce -57.2% | 36,051 | $989K |
| Millington Securities, LLC | 0.27% | — | 36,051 | $989K |
| Xponance LLC | 0.01% | Add +22.9% | 35,609 | $977K |
| Henshaw Capital LLC | 0.04% | Add +1.4% | 34,805 | $955K |
| Pacer Advisors, Inc. | 0.00% | Reduce -3.7% | 34,437 | $945K |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 0.03% | New | 33,959 | $931K |
| FMR LLC | 0.00% | Add +4.8% | 33,957 | $931K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -5.3% | 33,623 | $922K |
| Two Sigma Investments, LP | 0.00% | Reduce -57.0% | 33,355 | $915K |
| Sittner & Nelson, LLC | 0.33% | Add +3.1% | 33,063 | $907K |
| Orion Porfolio Solutions, LLC | 0.01% | Add +9.7% | 32,624 | $895K |
| Tred Avon Family Wealth, LLC | 0.30% | Add +12.8% | 32,464 | $890K |
| BNP Paribas Financial Markets | 0.00% | Add +6.7% | 32,135 | $881K |
| South Dakota Investment Council | 0.02% | Reduce -40.6% | 30,907 | $848K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -3.1% | 30,667 | $841K |
| Evolve Private Wealth, LLC | 0.04% | Reduce -10.4% | 30,659 | $841K |
| SummerHaven Investment Management, LLC | 0.51% | Reduce -11.8% | 30,013 | $823K |
| Deutsche Bank AG | 0.00% | Add +3.5% | 29,695 | $815K |
| Moody National Bank Trust Division | 0.08% | Reduce -14.7% | 29,299 | $804K |
| Bleakley Financial Group, LLC | 0.01% | Reduce -15.8% | 28,544 | $783K |
| Hennion & Walsh Asset Management, Inc. | 0.03% | Add +9.1% | 28,306 | $776K |
| Picton Mahoney Asset Management | 0.01% | Add +58743.8% | 28,245 | $775K |
| Waverly Advisors, LLC | 0.01% | Add +0.1% | 27,945 | $767K |
| Hexagon Capital Partners LLC | 0.11% | Reduce -0.6% | 27,649 | $758K |
| Atria Investments, Inc | 0.01% | Reduce -23.7% | 26,830 | $736K |
| Susquehanna Fundamental Investments, LLC | 0.03% | Reduce -49.9% | 26,618 | $730K |
| TD Waterhouse Canada Inc. | 0.00% | Add +330.0% | 25,582 | $714K |
| Ensign Peak Advisors, Inc | 0.00% | Add +15.8% | 25,806 | $708K |
| Angel Oak Capital Advisors, LLC | 0.76% | No change | 25,000 | $686K |
| Osaic Holdings, Inc. | 0.00% | Reduce -8.2% | 24,789 | $680K |
| Syon Capital LLC | 0.03% | Add +1.2% | 24,520 | $673K |
| Savant Capital, LLC | 0.00% | Add +20.9% | 23,567 | $646K |
| CWC Advisors, LLC. | 0.31% | Add +7.3% | 23,490 | $644K |
| Federated Hermes, Inc. | 0.00% | Reduce -2.4% | 23,483 | $644K |
| Gould Capital, LLC | 0.39% | Reduce -0.1% | 23,204 | $636K |
| Salzhauer Michael | 0.29% | No change | 22,686 | $622K |
| Essex Financial Services, Inc. | 0.03% | Reduce -3.5% | 22,421 | $615K |
| Dakota Wealth Management | 0.01% | Reduce -12.8% | 22,156 | $608K |
| Vista Investment Management | 0.20% | Reduce -0.5% | 21,767 | $597K |
| Securian Asset Management, Inc. | 0.02% | Reduce -0.5% | 21,699 | $595K |
| Commerce Bank | 0.00% | Reduce -37.6% | 21,546 | $591K |
| Voya Investment Management LLC | 0.00% | Reduce -2.4% | 21,322 | $585K |
| Merit Financial Group, LLC | 0.00% | Add +3.3% | 21,225 | $582K |
| Walleye Capital LLC | 0.00% | New | 20,431 | $560K |
| EverSource Wealth Advisors, LLC | 0.02% | Add +5.4% | 20,287 | $556K |
| Snowden Capital Advisors LLC | 0.01% | Add +25.0% | 20,119 | $552K |
| Tidal Investments LLC | 0.00% | Reduce -1.2% | 19,497 | $535K |
| Inscription Capital, LLC | 0.06% | No change | 19,408 | $532K |
| Mariner, LLC | 0.00% | Add +9.3% | 19,127 | $525K |
| Beacon Pointe Advisors, LLC | 0.00% | New | 18,602 | $510K |
| AlphaCore Capital LLC | 0.01% | Reduce -3.2% | 18,597 | $510K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -23.3% | 18,028 | $495K |
| Swiss Life Asset Management Ltd | 0.00% | Add +23.4% | 17,662 | $484K |
| Crossmark Global Holdings, Inc. | 0.01% | Reduce -0.3% | 17,523 | $481K |
| Prudential Financial Inc. | 0.00% | Reduce -86.3% | 17,188 | $471K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +0.0% | 17,018 | $467K |
| Wedmont Private Capital | 0.01% | Add +47.5% | 15,739 | $455K |
| DNB Asset Management AS | 0.00% | New | 16,441 | $451K |
| Vise Technologies, Inc. | 0.01% | No change | 15,891 | $444K |
| Hilltop Holdings Inc. | 0.04% | Reduce -6.1% | 15,920 | $437K |
| Carnegie Investment Counsel | 0.01% | New | 15,800 | $433K |
| Utah Retirement Systems | 0.00% | No change | 15,549 | $427K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -33.5% | 15,365 | $421K |
| TRUE Private Wealth Advisors | 0.04% | Add +11.1% | 15,008 | $412K |
| Columbia Bank | 0.12% | No change | 15,000 | $411K |
| Coldstream Capital Management Inc. | 0.01% | Reduce -9.5% | 14,920 | $409K |
| Maryland State Retirement & Pension System | 0.01% | No change | 14,809 | $406K |
| Farther Finance Advisors, LLC | 0.00% | Add +29.2% | 14,492 | $405K |
| Ironwood Investment Management LLC | 0.17% | Reduce -1.2% | 14,736 | $404K |
| Vident Advisory, LLC | 0.00% | Add +19.9% | 14,709 | $403K |
| Inspire Investing, LLC | 0.02% | Add +3422.1% | 14,370 | $394K |
| GTS Securities LLC | 0.01% | New | 14,175 | $389K |
| Unison Advisors LLC | 0.03% | No change | 14,137 | $388K |
| Evergreen Capital Management LLC | 0.01% | Reduce -72.0% | 14,009 | $384K |
| Vanguard Capital Wealth Advisors | 0.35% | No change | 13,725 | $376K |
| Los Angeles Capital Management LLC | 0.00% | No change | 13,236 | $363K |
| Rice Partnership, LLC | 0.05% | New | 13,194 | $362K |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | No change | 12,967 | $356K |
| HSBC Holdings PLC | 0.00% | Reduce -78.7% | 12,967 | $356K |
| Gallagher Fiduciary Advisors, LLC | 0.01% | Reduce -20.1% | 12,815 | $352K |
| QRG Capital Management, Inc. | 0.00% | Reduce -10.8% | 12,756 | $350K |
| Kestra Investment Management, LLC | 0.01% | Reduce -47.0% | 12,687 | $348K |
| William Blair Investment Management, LLC | 0.00% | Add +2.4% | 12,529 | $344K |
| Mach-1 Financial Group, LLC | 0.12% | Reduce -38.9% | 12,058 | $331K |
| Twinbeech Capital LP | 0.03% | Add +53.1% | 12,000 | $329K |
| Lanark Financial, Inc. | 0.02% | Add +24.0% | 11,982 | $329K |
| Hardy Reed LLC | 0.02% | No change | 11,962 | $328K |
| United Capital Financial Advisors, LLC | 0.00% | New | 11,959 | $328K |
| Diligent Investors, LLC | 0.08% | Reduce -13.3% | 11,956 | $328K |
| Gateway Investment Advisers LLC | 0.00% | New | 11,914 | $327K |
| ProShare Advisors LLC | 0.00% | Reduce -1.2% | 11,850 | $325K |
| Ferguson Wellman Capital Management, Inc. | 0.00% | Reduce -1.1% | 11,646 | $319K |
| Abacus Wealth Partners, LLC | 0.03% | Add +3.6% | 11,553 | $317K |
| Chicago Partners Investment Group LLC | 0.01% | Add +14.8% | 10,794 | $313K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -22.2% | 11,319 | $310K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -2.2% | 11,235 | $308K |
| Cim Investment Management Inc. | 0.08% | Add +28.1% | 11,235 | $308K |
| Choreo, LLC | 0.00% | Add +17.1% | 10,996 | $302K |
| Guggenheim Capital LLC | 0.00% | Reduce -10.4% | 10,879 | $298K |
| Equitable Trust Co. | 0.01% | Add +25.1% | 10,634 | $292K |
| Kiley Juergens Wealth Management, LLC | 0.05% | Reduce -11.0% | 10,565 | $290K |
| Becker Capital Management Inc. | 0.01% | New | 10,510 | $288K |
| Curi Capital, LLC | 0.01% | Add +0.1% | 10,472 | $287K |
| KBC Group NV | 0.00% | No change | 10,293 | $282K |
| De Lisle Partners LLP | 0.03% | No change | 10,221 | $280K |
| Roehl & Yi Investment Advisors, LLC | 0.11% | No change | 10,211 | $280K |
| Horst & Graben Wealth Management LLC | 0.04% | Add +1.4% | 9,362 | $279K |
| HB Wealth Management, LLC | 0.00% | New | 10,112 | $277K |
| ARS Investment Partners, LLC | 0.01% | New | 10,044 | $276K |
| MML Investors Services, LLC | 0.00% | Reduce -11.5% | 9,952 | $273K |
| Shelton Capital Management | 0.01% | Add +31.1% | 9,865 | $271K |
| Argent Trust Co | 0.01% | No change | 9,812 | $269K |
| Peregrine Asset Advisers, Inc. | 0.07% | No change | 9,774 | $268K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +60.5% | 9,738 | $267K |
| Wedbush Securities Inc. | 0.01% | Reduce -1.9% | 9,731 | $267K |
| OneDigital Investment Advisors LLC | 0.00% | Reduce -20.1% | 9,689 | $266K |
| CIBC Asset Management Inc | 0.00% | No change | 9,563 | $262K |
| GAMMA Investing LLC | 0.01% | Add +14.0% | 9,542 | $262K |
| Wealthfront Advisers LLC | 0.00% | Reduce -0.6% | 9,486 | $260K |
| Cresset Asset Management, LLC | 0.00% | Reduce -9.0% | 9,420 | $258K |
| Robertson Stephens Wealth Management, LLC | 0.01% | Reduce -0.1% | 9,382 | $257K |
| Catalyst Funds Management Pty Ltd | 0.04% | New | 9,377 | $257K |
| Pallas Capital Advisors LLC | 0.01% | Reduce -2.9% | 9,349 | $256K |
| Sepio Capital, LP | 0.01% | Reduce -31.1% | 9,184 | $252K |
| Navellier & Associates Inc. | 0.03% | No change | 9,054 | $248K |
| Profund Advisors LLC | 0.01% | Reduce -12.2% | 8,981 | $246K |
| 44 Wealth Management LLC | 0.08% | Add +1.4% | 8,791 | $241K |
| DGS Capital Management, LLC | 0.04% | Add +11.3% | 8,651 | $237K |
| North Dakota State Investment Board | 0.01% | Reduce -16.7% | 8,651 | $237K |
| Evercore Wealth Management, LLC | 0.00% | No change | 8,647 | $237K |
| Signaturefd, LLC | 0.00% | Add +5.6% | 8,614 | $236K |
| BSW Wealth Partners | 0.03% | Add +0.0% | 8,569 | $235K |
| Journey Strategic Wealth LLC | 0.01% | Add +3.2% | 8,536 | $234K |
| Paragon Capital Management Ltd | 0.05% | Reduce -3.8% | 8,348 | $229K |
| Dark Forest Capital Management LP | 0.02% | Reduce -92.1% | 8,278 | $227K |
| Sagewood Asset Management LP | 0.07% | New | 8,259 | $227K |
| Independent Financial Group, LLC | 0.00% | Add +0.2% | 7,922 | $217K |
| Kera Capital Partners, Inc. | 0.03% | Add +5.7% | 7,894 | $217K |
| Vontobel Holding Ltd. | 0.00% | Reduce -2.4% | 7,893 | $217K |
| Auxano Advisors, LLC | 0.04% | New | 7,737 | $212K |
| Legacy Wealth Asset Management, LLC | 0.05% | Add +2.8% | 7,718 | $212K |
| Qsemble Capital Management, LP | 0.02% | New | 7,710 | $211K |
| Aaron Wealth Advisors LLC | 0.01% | Reduce -10.8% | 7,710 | $211K |
| Concurrent Investment Advisors, LLC | 0.00% | New | 7,701 | $211K |
| Caldwell Sutter Capital, Inc. | 0.09% | Add +0.5% | 7,659 | $210K |
| Praxis Investment Management Inc. | 0.01% | New | 7,638 | $210K |
| Aspire Capital Advisors LLC | 0.05% | No change | 7,579 | $208K |
| Apella Capital, LLC | 0.00% | New | 6,995 | $207K |
| Keudell/Morrison Wealth Management | 0.04% | No change | 7,443 | $204K |
| Mirabella Financial Services LLP | 0.02% | New | 7,431 | $204K |
| HUB Investment Partners, LLC | 0.01% | Add +0.2% | 7,419 | $204K |
| Mosaic Family Wealth Partners, LLC | 0.02% | New | 7,355 | $202K |
| GDS Wealth Management | 0.01% | No change | 7,335 | $201K |
| Indivisible Partners | 0.02% | New | 7,331 | $201K |
| Principle Wealth Partners LLC | 0.01% | No change | 7,326 | $201K |
| Golden State Wealth Management, LLC | 0.02% | No change | 7,018 | $193K |
| STRS Ohio | 0.00% | Reduce -1.3% | 6,995 | $192K |
| Larson Financial Group LLC | 0.01% | Add +1.2% | 6,376 | $175K |
| HM Payson & Co. | 0.00% | No change | 5,986 | $164K |
| Essential Partners LLC | 0.05% | Reduce -0.4% | 5,804 | $159K |
| MAI Capital Management | 0.00% | Add +15.5% | 5,540 | $152K |
| Versant Capital Management, Inc | 0.01% | Add +21.1% | 5,308 | $146K |
| Parallel Advisors, LLC | 0.00% | Add +35.2% | 5,130 | $141K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.02% | Reduce -6.8% | 4,869 | $134K |
| Parkside Financial Bank & Trust | 0.01% | Add +14.0% | 4,647 | $127K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -29.5% | 4,431 | $122K |
| Bessemer Group Inc. | 0.00% | Add +7.0% | 4,360 | $120K |
| Advisory Services Network, LLC | 0.00% | New | 3,659 | $100K |
| Park Place Capital Corp | 0.02% | New | 3,659 | $100K |
| Reyes Financial Architecture, Inc. | 0.08% | Add +31.6% | 3,425 | $94K |
| UMB Bank, n.a. | 0.00% | Reduce -5.6% | 3,375 | $93K |
| Nomura Asset Management Co. Ltd. | 0.00% | Reduce -6.2% | 3,100 | $85K |
| Group One Trading LLC | 0.00% | New | 3,062 | $84K |
| Bfsg, LLC | 0.01% | No change | 2,938 | $81K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +467.9% | 2,675 | $73K |
| C M Bidwell & Associates Ltd. | 0.03% | Reduce -23.8% | 2,630 | $72K |
| Horizon Investments, LLC | 0.00% | Add +113.0% | 2,622 | $72K |
| Triumph Capital Management | 0.01% | No change | 2,611 | $72K |
| Bellevue Asset Management, LLC | 0.03% | No change | 2,543 | $70K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -32.1% | 2,533 | $68K |
| Ancora Advisors LLC | 0.00% | Add +325.0% | 2,142 | $59K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 1,947 | $53K |
| Hilton Head Capital Partners, LLC | 0.03% | Add +25.8% | 1,945 | $53K |
| MBM Wealth Consultants, LLC | 0.01% | New | 1,790 | $49K |
| Atlas Capital Advisors Inc. | 0.01% | Add +9.3% | 1,683 | $46K |
| Covestor Ltd | 0.03% | Reduce -44.1% | 1,673 | $46K |
| SBI Securities Co., Ltd. | 0.00% | Add +32.0% | 1,596 | $44K |
| First Pacific Financial | 0.01% | Add +1.4% | 1,565 | $43K |
| First Horizon Corp. | 0.00% | Add +10.2% | 1,563 | $43K |
| Osterweis Capital Management Inc. | 0.00% | No change | 1,553 | $43K |
| Rossby Financial, LCC | 0.01% | Add +13.0% | 1,475 | $41K |
| IFP Advisors, Inc | 0.00% | No change | 1,291 | $35K |
| Ameriflex Group, Inc. | 0.02% | No change | 1,225 | $34K |
| North Ridge Wealth Advisors, Inc. | 0.02% | No change | 1,191 | $33K |
| 1620 Investment Advisors, Inc. | 0.02% | No change | 1,120 | $31K |
| Cedar Mountain Advisors, LLC | 0.01% | Add +571.7% | 1,115 | $31K |
| Quent Capital, LLC | 0.00% | Add +3.8% | 1,080 | $30K |
| Wellington-Altus USA Inc. | 0.02% | Add +25.2% | 914 | $29K |
| Mosley Wealth Management | 0.01% | New | 1,014 | $26K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 909 | $25K |
| CX Institutional | 0.00% | New | 795 | $22K |
| Root Financial Partners, LLC | 0.00% | Add +11.3% | 750 | $21K |
| Rothschild Investment LLC | 0.00% | Add +5.4% | 700 | $19K |
| Eurizon Capital SGR S.p.A. | 0.00% | Reduce -67.2% | 682 | $18K |
| Salomon & Ludwin, LLC | 0.00% | No change | 653 | $18K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 600 | $17K |
| Pinnacle Holdings, LLC | 0.01% | Add +0.3% | 594 | $16K |
| Assetmark, Inc. | 0.00% | Reduce -84.4% | 579 | $16K |
| True Wealth Design, LLC | 0.00% | No change | 560 | $15K |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 551 | $15K |
| Harbour Investments, Inc. | 0.00% | New | 550 | $15K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 507 | $14K |
| Danske Bank A/S | 0.00% | Reduce -87.2% | 500 | $14K |
| Arax Advisory Partners | 0.00% | Add +43.2% | 484 | $13K |
| Clearstead Trust, LLC | 0.00% | No change | 465 | $13K |
| Fortitude Family Office, LLC | 0.00% | Add +31.2% | 454 | $12K |
| Innovative Asset Advisors Group, LLC | 0.01% | — | 438 | $12K |
| Toronto Dominion Bank | 0.00% | Reduce -11.9% | 384 | $11K |
| Clearstead Advisors, LLC | 0.00% | Reduce -85.1% | 385 | $11K |
| WPG Advisers, LLC | 0.01% | Reduce -6.9% | 377 | $10K |
| CVA Family Office, LLC | 0.00% | New | 365 | $10K |
| Stone House Investment Management, LLC | 0.00% | Add +1.1% | 361 | $10K |
| Private Trust Co. NA | 0.00% | Add +49.0% | 359 | $10K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 344 | $9K |
| Quest 10 Wealth Builders, Inc. | 0.01% | Reduce -48.5% | 318 | $9K |
| Wall Street Financial Group, Inc. | 0.00% | New | 291 | $8K |
| Owl Creek Wealth Partners LLC | 0.00% | — | 280 | $8K |
| Keating Financial Advisory Services, Inc. | 0.00% | Add +156.3% | 264 | $7K |
| Farmers & Merchants Investments Inc. | 0.00% | Add +10.9% | 255 | $7K |
| WealthCollab, LLC | 0.00% | No change | 253 | $7K |
| Bogart Wealth, LLC | 0.00% | Add +15.1% | 244 | $7K |
| Brown Brothers Harriman & Co. | 0.00% | Add +53.1% | 222 | $6K |
| Capital Analysts, LLC | 0.00% | No change | 229 | $6K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 213 | $6K |
| JFS Wealth Advisors, LLC | 0.00% | Add +5.6% | 208 | $6K |
| Mather Group, Llc. | 0.00% | New | 199 | $5K |
| Sound Income Strategies, LLC | 0.00% | Add +0.6% | 183 | $5K |
| Bare Financial Services, Inc | 0.00% | Add +10.7% | 186 | $5K |
| Sachetta, LLC | 0.00% | Add +95.7% | 184 | $5K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -48.7% | 180 | $5K |
| Avion Wealth | 0.00% | No change | 147 | $4K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | No change | 138 | $4K |
| DecisionPoint Financial, LLC | 0.00% | No change | 126 | $3K |
| Torren Management, LLC | 0.00% | Reduce -93.3% | 116 | $3K |
| Bell Investment Advisors, Inc | 0.00% | No change | 112 | $3K |
| High Note Wealth, LLC | 0.00% | No change | 101 | $3K |
| Kilter Group LLC | 0.00% | Add +1.1% | 96 | $3K |
| Riverview Trust Co | 0.00% | Reduce -75.0% | 96 | $3K |
| Bruce G. Allen Investments, LLC | 0.00% | Reduce -15.4% | 93 | $3K |
| Blue Trust, Inc. | 0.00% | Reduce -69.4% | 91 | $2K |
| Elevation Wealth Partners, LLC | 0.00% | Add +431.3% | 85 | $2K |
| Spire Wealth Management | 0.00% | No change | 81 | $2K |
| Copia Wealth Management | 0.00% | No change | 72 | $2K |
| Westside Investment Management, Inc. | 0.00% | No change | 63 | $2K |
| Cromwell Holdings LLC | 0.00% | Add +63.9% | 59 | $2K |
| Whittier Trust Co. | 0.00% | No change | 57 | $2K |
| SJS Investment Consulting Inc. | 0.00% | Add +96.2% | 51 | $1K |
| Investors Portfolio Services LLC | 0.00% | New | 47 | $1K |
| Transamerica Financial Advisors, LLC | 0.00% | Add +17.9% | 46 | $1K |
| Rialto Wealth Management, LLC | 0.00% | Add +4.7% | 45 | $1K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 45 | $1K |
| Retirement Wealth Solutions LLC | 0.00% | Reduce -20.0% | 44 | $1K |
| Zions Bancorporation, National Association | 0.00% | Reduce -40.9% | 42 | $1K |
| Basecamp Wealth Advisors LLC | 0.00% | Reduce -42.9% | 36 | $987 |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +94.4% | 35 | $960 |
| Signature Equity Partners, LLC | 0.00% | No change | 32 | $881 |
| Advocate Investing Services LLC | 0.00% | No change | 31 | $850 |
| Activest Wealth Management | 0.00% | New | 30 | $823 |
| Raffa Wealth Management, LLC | 0.00% | Add +7.4% | 29 | $795 |
| Hughes Financial Services, LLC | 0.00% | No change | 24 | $658 |
| Millstone Evans Group, LLC | 0.00% | No change | 23 | $631 |
| Vermillion Wealth Management, Inc. | 0.00% | New | 23 | $631 |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 23 | $631 |
| Principia Wealth Advisory, LLC | 0.00% | Add +144.4% | 22 | $603 |
| Creative Financial Designs Inc. | 0.00% | No change | 22 | $603 |
| Breakwater Investment Management | 0.00% | No change | 20 | $549 |
| HFM Investment Advisors, LLC | 0.00% | No change | 20 | $549 |
| NewEdge Advisors, LLC | 0.00% | New | 20 | $549 |
| Financial Consulate, Inc. | 0.00% | No change | 18 | $494 |
| AdvisorNet Financial, Inc | 0.00% | Add +142.9% | 17 | $466 |
| MV Capital Management, Inc. | 0.00% | Add +300.0% | 16 | $439 |
| Tradewinds Capital Management, LLC | 0.00% | No change | 15 | $412 |
| Ankerstar Wealth, LLC | 0.00% | No change | 15 | $411 |
| Sunbelt Securities, Inc. | 0.00% | No change | 14 | $384 |
| McIlrath & Eck, LLC | 0.00% | New | 13 | $357 |
| Whipplewood Advisors, LLC | 0.00% | New | 12 | $329 |
| Intentional Wealth Strategies, LLC | 0.00% | — | 10 | $274 |
| Caitong International Asset Management Co., Ltd | 0.00% | Add +100.0% | 10 | $274 |
| Prestige Wealth Management Group LLC | 0.00% | New | 9 | $247 |
| Curio Wealth, LLC | 0.00% | New | 8 | $219 |
| Pacific Center for Financial Services | 0.00% | No change | 6 | $165 |
| Dunhill Financial, LLC | 0.00% | Reduce -16.7% | 5 | $156 |
| Bartlett & Co. Wealth Management LLC | 0.00% | New | 5 | $145 |
| American Capital Advisory, LLC | 0.00% | New | 5 | $138 |
| SouthState Bank Corp | 0.00% | No change | 5 | $138 |
| CGC Financial Services, LLC | 0.00% | No change | 2 | $55 |
| Godfrey Financial Associates, Inc. | 0.00% | No change | 2 | $55 |
| Quaker Wealth Management, LLC | 0.00% | Reduce -50.0% | 1 | $28 |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 10 | $0 |
"% of holder's portfolio" is COLB's weight in each manager's 13F, not the share of Columbia Banking System Inc. the manager owns.